Best CRM Software with a Free Trial of 2025 - Page 26

Upzelo's loyalty and reward initiatives are designed to propel your business forward. Transform every transaction into a festive occasion with a tailor-made program that's quick and simple to deploy — no programming expertise required! If you need help, our support and migration teams are on standby to assist you at every turn. This is the ultimate loyalty application you'll ever require. With points programs, VIP tiers, and referral bonuses, it builds trust and rewards your customers for their involvement.

B2Chat is a web application designed to enhance customer service for businesses through efficient chat management. By enabling rapid responses to customer inquiries, businesses can manage the necessary number of agents all from a single platform. With B2Chat, you can consolidate chats across multiple channels, including Facebook Messenger, Instagram, LiveChat, Telegram, and WhatsApp. Seize the opportunity to convert every interaction into a sale by streamlining your communication channels; this allows your team to respond to all customer inquiries without the hassle of logging into each platform individually. Boost your response efficiency with pre-set messages, ensuring that both your staff and customers save valuable time. Additionally, you can generate detailed reports on your team's performance, analyze key statistics, and make informed decisions to refine your business strategies for even greater success. This comprehensive approach not only simplifies customer interactions but also empowers businesses to optimize their service delivery.

iPoint Solutions, a company based in the United States, specializes in creating software tailored for field service organizations, enabling them to enhance their daily operations, refine workflows, and expedite the sales process through a robust and adaptable platform that caters to specific business requirements. This all-encompassing business management system allows users to oversee all facets of their operations from one centralized location. It provides real-time insights and performance metrics for every department, along with automated daily updates to keep everyone informed. Experience the convenience of a paperless environment, whether in the office, at the warehouse, or on the job site. The platform also seamlessly integrates with mobile devices, offering a truly flexible and mobile-friendly experience. iPoint Solutions has assisted numerous businesses in boosting their operational efficiency and profitability. Equip your team with the essential tools to succeed, while managing your entire organization from a unified platform. By leveraging automated workflows, you can complete tasks more quickly and reduce waste, ensuring that your team remains connected and informed throughout the process. Ultimately, iPoint Solutions empowers businesses to achieve their full potential in a competitive landscape.

Prioritize your clients to enhance your business growth. Maintain a competitive edge with a versatile Swiss cloud platform designed for agility. InvestGlass, initially tailored for the banking sector, ensures adherence to TLS and OWASP security guidelines, guaranteeing a secure experience. Our open API allows developers to seamlessly integrate and utilize InvestGlass while enjoying a cloud-native architecture that supports a universal deployment model. This means we are not restricted to any particular cloud service provider. Adhering to agile methodologies, InvestGlass continuously rolls out new features as they become available, ensuring that our offerings evolve to meet your needs. Our dedicated team is committed to delivering exceptional, personalized support in multiple languages, including French, English, Spanish, and German. Additionally, we provide various self-directed learning resources, enabling you to acquire new skills from any location. With our user-friendly tools, creating online forms has never been more straightforward, empowering users to harness functionality directly from their web browsers. Whether you are a small business or a large enterprise, InvestGlass is designed to support your growth journey in a rapidly changing digital landscape.

If you think CRM software is solely for managing contacts, it's time to reconsider. Mofilo CRM offers a range of complimentary tools designed for every member of your team, and the best part is, it's completely free. This innovative CRM simplifies your work life by eliminating the need for manual report updates and ensuring you're always aware of your team's progress towards their goals. With Mofilo CRM, you can say goodbye to cumbersome spreadsheets and the inefficiencies of repetitive tasks, allowing you to focus on what truly matters. The platform provides an extensive suite of sales productivity tools, enabling you to increase sales while reducing workload. Contrary to popular belief, CRM isn't just for sales teams; Mofilo CRM also includes free tools for lead generation and email marketing, allowing you to expand and cultivate your database instead of merely organizing it. With straightforward tools that streamline communication, your entire team can remain centered on the customer journey. Best of all, all these features are bundled within the free Mofilo CRM, making it an invaluable resource for businesses of all sizes. Embrace a more efficient way of working and elevate your team's performance with Mofilo today.

The contemporary customer experience platform caters to sectors such as healthcare, retail, and finance, among others. It focuses on recognizing challenges and fulfilling customer requirements during the initial interaction. Offering live video support across any website is a notable feature. Establishing trust with clients can be significantly enhanced through interactive communication methods like video chat, especially when they encounter difficulties. This technology allows support agents to swiftly understand the issues at hand, streamlining the process compared to traditional methods of explaining problems over the phone or through text-based chats. Such a high degree of personalization, which is primarily attainable via video interactions, fosters stronger customer relationships and enhances loyalty. This approach not only boosts the lifetime value of customers but also makes them feel more connected to the brand, as they perceive that their concerns are valued and addressed. As a result, companies can cultivate a more engaged and satisfied customer base.

Cardina serves as a dynamic customer engagement platform aimed at improving both support and sales interactions by providing real-time visual guidance directly on users' screens without the need for downloads or meeting links. Through its innovative co-browsing technology, agents can view, annotate, and even take control of customers' screens, which leads to quicker problem resolution and enhanced customer satisfaction. The platform integrates effortlessly with existing tools, featuring capabilities such as session recording, data masking for enhanced security, and cross-device compatibility across various web technologies. Trusted by prominent customer experience teams, it has proven to cut handle times by as much as 41% and increase first-contact resolutions by 47%. Additionally, Cardina presents a range of flexible pricing options that accommodate businesses of all sizes, from emerging startups to large enterprises. Overall, Cardina is committed to transforming customer interactions into seamless experiences that foster lasting relationships.

Leverage personality assessments and knowledge-based quizzes to effectively generate and categorize your leads. By designing and distributing engaging conversational surveys, you can achieve completion rates that exceed 35%. Offer meaningful tools like business calculators or interactive product suggestions to provide value to your audience. Focus on asking relevant questions, which will enhance your data collection through a straightforward yet impactful approach. Engage your audience by utilizing live polls, quizzes, and Q&A sessions, whether in-person or during virtual meetings, to cultivate higher-quality leads. Enrich your content with interactive resources that captivate users and drive traffic to your website. Harness customer feedback and valuable insights to refine your offerings. Enjoy an intuitive and seamless interface that unlocks a world of possibilities. Create intelligent quizzes, polls, and surveys in just a minute, and effortlessly embed and share your interactive content without needing coding expertise or additional features. Foster interaction with your audience during live events, encouraging them to participate and become prospective leads. Establish a crowdsourcing platform that not only collects data but also builds community engagement. By implementing these strategies, you can significantly enhance your outreach and lead generation efforts.

Encourage customer loyalty by exploring the aspects they cherish most about your brand while being attentive to their future desires. Identify fresh avenues throughout the customer journey that may expose unmet needs, ensuring you capitalize on every potential opportunity. By leveraging insights gained from current customer surveys, you can effectively replicate success and captivate new audiences. IntouchSurvey™ offers multi-location businesses the tools to gauge their brand's performance across all locations. Utilize sophisticated predictive analytics to determine which customer experience initiatives yield the most significant effects on your key performance indicators. Create virtually limitless custom workflows designed to improve reporting, streamline operations, and prompt valuable proactive measures, ultimately fostering a stronger connection with your customers. This proactive approach can significantly enhance overall customer satisfaction and retention.

Allswers transforms subjective views into actionable business insights, serving as an experience management platform designed to enhance decision-making through real-world data. By generating impactful surveys, it not only fosters stronger customer and employee loyalty but also assesses the effectiveness of various processes. We assist in crafting surveys that yield distinctive insights into the experiences of your most vital stakeholders. Our solutions focus on quantifying the value of your company's processes while automating the monitoring of customer interactions for a better grasp of their behaviors. Additionally, we help you assess the attributes, benefits, and values that consumers link to your brand. Managing employee engagement is also a priority, as it can significantly elevate productivity levels. We keep track of quality indicators to ensure compliance with established standards. Experience management is key in pinpointing growth opportunities, and we streamline tasks by creating automatic workflows and integrations that facilitate valuable insights. Ultimately, Allswers empowers organizations to harness feedback effectively and drive continuous improvement.

Obtain the essential metrics and insights required to mentor your IT personnel, enhance service quality, and elevate the IT customer experience with ease. With everything you need readily available, you can be prepared to launch within just a few days. CIOPulse serves as a user feedback tool tailored for CIOs and IT Service Delivery Managers aiming to cultivate a customer-focused atmosphere within IT. Utilizing the principles of Net Promoter, CIOPulse gathers feedback through support tickets, project assessments, and relationship surveys, providing you with the crucial metrics, alerts, and insights essential for driving service enhancements. Featuring aesthetically pleasing, short, and responsive surveys that are touch-friendly, CIOPulse ensures an appealing experience across all devices used by your customers. This approach not only mitigates survey fatigue but also results in significantly higher response rates, as other survey tools simply cannot match its visual appeal. Additionally, you can monitor and contrast Net Promoter Scores for individuals, teams, departments, customer segments, various projects, and the entire IT organization as a whole. With CIOPulse, achieving a deeper understanding of customer satisfaction becomes more streamlined and effective.

Listening to your customers throughout their journey is essential for crafting a distinctive experience. Utilizing the NPS® (Net Promoter Score) methodology, IndeCX allows you to assess, implement, and track data in real-time. Operating in over 30 countries, our platform stands out as the sole tool with ISO certification for quality, market research, and information security, ensuring that your data remains protected and confidential. From designing surveys and formulating questionnaires to generating comprehensive reports, our solution offers flexibility tailored to your specific needs and business objectives. IndeCX integrates advanced artificial intelligence for tasks such as categorization, sentiment analysis, and root cause interpretation, delivering precise and reliable insights. Our commitment to excellence is further underscored by our ISO 9001 (quality), ISO 20252 (market research), and ISO 27001 (information security) certifications. With over 300 clients across Brazil and Latin America relying on our tool, we continue to enhance the customer experience and drive business success. Together, we can foster deeper connections with your audience and elevate your brand's reputation.

Screeb provides insight into who is utilizing your application by identifying key users such as Power Users and those who may be disengaging, allowing you to concentrate on the individuals rather than just the features. Instead of feeling inundated by endless metrics and dashboards, gain a straightforward comprehension of your users' behaviors, desires, and the subsequent steps you should take. Our approach, centered on Product-Led User Research, enables you to identify critical areas for enhancement and respond more promptly. You can integrate Screeb seamlessly within your web and mobile applications or link it to Segment to leverage your existing tagging system. Additionally, you can disseminate insights and findings across your daily tools for product management, customer success, or marketing, empowering you to make informed decisions more quickly. Ultimately, this alignment of user understanding with actionable strategies fosters a more responsive and user-focused development process.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

Upnify is a customer relationship management system crafted by business professionals specifically for the global market. It enables users to efficiently follow up on leads, creating additional opportunities that can lead to increased sales for their businesses. By simplifying tasks that influence executive performance, Upnify helps save time while boosting productivity. Elevate your management capabilities with Upnify, which standardizes the stages of your sales process, allowing you to leave a positive impression on potential clients. A well-organized database is essential for any thriving commercial entity, as it holds crucial information that can yield significant financial returns when utilized effectively. In addition to having a structured database to manage clients, it is vital to employ a CRM system that streamlines the oversight of this database and customer relationships, ensuring that all commercial activities are efficiently recorded and managed. With Upnify, you can transform your approach to customer interaction and drive your business growth forward.

SalesPype consolidates the functions of various software tools, enabling you to eliminate other monthly subscriptions you may be using. A standout feature of SalesPype is the geo-farming tool, which allows users to pinpoint specific areas such as neighborhoods, streets, or even individual homes on a Google map. Once you've selected a location, we gather extensive information about the residents within that area. This includes various data points such as names, email addresses, phone numbers, mortgage details, important dates, property values, credit score ranges, income levels, and more. With SalesPype, you can effectively engage these potential clients through various channels, including email, video messages, text messages, ringless voicemails, and direct mail campaigns. To thrive in business, it's essential to generate leads and have a robust system in place to convert them into loyal customers. Thanks to our open API and seamless integrations with platforms like Facebook and Zapier, connecting your lead sources to our system is a breeze. Additionally, you have the flexibility to upload your own lists directly to our platform, enhancing your outreach efforts even further. This comprehensive approach ensures that your business remains competitive and efficiently taps into potential markets.

Enterprise Resource Planning (ERP) is a methodology employed by organizations to oversee and unify critical aspects of their operations. On the other hand, Customer Relationship Management (CRM) is a technology designed to facilitate the management of a company's interactions with both current and prospective customers. An integrated ERP/CRM platform equips employees across various departments, such as sales, customer support, business development, and marketing, with improved tools to handle external communications and foster relationships. According to forecasts by Gartner, CRM is poised to become the largest segment of enterprise software expenditure by 2021. For a business aiming for longevity, it is essential to have a forward-thinking strategy. Implementing a cloud-based, open-source ERP/CRM solution can provide access to over 30 foundational modules tailored to your business needs, in addition to more than 500 add-ons that support expansion. This system accommodates all industry sectors and features flexible integration options, as well as support for multiple languages and currencies, ensuring that your business can adapt to a diverse market landscape. Ultimately, such a comprehensive toolset empowers companies to navigate growth and maintain competitive advantages effectively.

Oversee every aspect of your business, from marketing strategies to accounting, with software that is ready for immediate use without the need for training. This solution is efficient, optimized for use across multiple stations, mobile devices, and for various users simultaneously. Developed as open-source software and hosted in France, it is customizable and extensible, ensuring that you maintain control over your data. Additionally, you have the option to switch to self-hosting whenever you choose. The code's transparency allows for the discovery and integration of numerous optimizations, resulting in reduced consumption of memory, disk space, and electricity compared to other solutions with similar features, although the environmental impact is still under assessment. The process of manufacturing is also made more efficient through the reuse and sharing of developed components, enabling full telecommuting and mobile functionality that works even on older smartphones. With just a single click, you can install the open-source suite Dolibarr ERP and CRM in the cloud, ready for use with no limitations—offering a 15-day free trial without requiring credit card information and granting complete access to the database and program files. Furthermore, we can offer free online instances to help you get started. This approach facilitates a seamless transition into managing your business effectively.

Starting now, you can oversee your customer opportunities and provide additional information regarding equipment, transportation methods, financial goals, and more. Utilize our cloud-based platform to manage your tenders, requests for quotes (RFQs), bids, and various other opportunities seamlessly. While there are numerous CRM platforms available, many lack the specialized features tailored for the logistics sector. We have not only developed unique functionalities specifically for logistics but also integrated them directly with our marketplace. In the near future, we plan to introduce additional integrated modules that will further enhance the value we provide to our users. This makes TendrX an essential tool for every carrier in the industry! Our platform serves as both a CRM for logistics service providers and a marketplace where shippers can discover new carriers and effectively manage their networks. TendrX is dedicated to delivering fully cloud-based solutions that focus on optimizing logistics operations related to sales, tenders, marketing, and overall process efficiency. We provide flexible subscription models and prioritize user-friendliness to ensure a smooth experience for all our clients. By choosing TendrX, you are not just improving your logistics operations, but also gaining access to a comprehensive ecosystem that supports growth and collaboration in the logistics market.

Platforce CRM, a cloud-based CRM that automates industry-specific business processes and improves customer engagement, is a closed-loop marketing and customer relationship management solution for pharmaceutical and life sciences companies. The system allows you to manage all aspects of marketing and sales activities, from the marketing cycle creation through territories assignment, databases creation, calls carrying, and KPI analysis.

KADO offers an innovative networking platform designed to assist professionals in forging valuable relationships that lead to lucrative deals. By utilizing KADO, deal makers can cut down their contact management time by over 30%. At the core of our mission is the empowerment of business professionals to form significant connections. Tailored for those who prioritize relationships, KADO is equipped with robust networking functionalities that are transforming the traditional networking landscape. The era of paper business cards is behind us; KADO allows you to design and customize your own digital business card, saving time and resources while impressing potential clients with your embrace of modern technology. Additionally, KADO enables seamless synchronization of all your contacts from various platforms, such as Google, Outlook, and your CRM, into a single, user-friendly interface. You can effortlessly monitor your contacts and events by recording, organizing, and sharing notes—all within the application—making networking not just easier, but more effective than ever before. This comprehensive approach to networking ensures that professionals stay connected and organized in a fast-paced business environment.

Recognized as the top QR code generator and management solution for businesses and marketing, our platform allows users to effortlessly create free custom QR codes online featuring logos, advanced analytics, bulk upload capabilities, APIs, and a variety of shapes for links, social media, applications, forms, URLs, vCards, and more. Our unique QR code shapes and stickers with compelling calls-to-action are designed to maximize the number of scans you receive, ensuring your codes stand out in the crowded marketplace. You can personalize your QR codes by adjusting the logo and colors to match your brand identity seamlessly. With our comprehensive real-time analytics, including location, device, and scan data, you can effectively A/B test your QR code marketing strategies to achieve optimal return on investment. Our bulk upload and folder organization features empower you to scale your campaigns effortlessly, accommodating everything from single initiatives to thousands for various clients. The user-friendly interface can be customized with white-labeling, allowing you to maintain full control over your brand presence. By utilizing white-labeled QR codes, you can enhance consumer trust and loyalty to your brand. Additionally, we offer engaging pre-built landing pages that effectively capture customer interest following their QR scans, ensuring a smooth transition from interaction to conversion. This holistic approach not only amplifies engagement but also drives higher conversion rates for your marketing efforts.

Personalize your card designs and decide whether you prefer hard-coded cards or those that connect. You can manage cardholders remotely by adding, removing, or editing their details, while also allowing multiple admins within your organization to handle bulk management tasks efficiently. This setup is particularly beneficial for businesses with distinct departments. Gain access to scan analytics, share profile images, and retrieve individuals' information through Doorway's connected cards. Seamlessly integrate HR management software, utilize single sign-on (SSO) for logins, create a custom-branded domain, and explore Doorway’s in-depth information security documentation. By subscribing to Doorway's professional, business, or enterprise tiers, you contribute to our monthly tree-planting initiative, reflecting our commitment to sustainability. Protecting your information security and privacy remains our top priority, bolstered by best-in-class practices and policies confirmed by our compliance auditor, EY. Tailor your organization's cards completely, with the flexibility to modify the design whenever needed. Each cardholder will receive an email containing a link to conveniently save Doorway in their digital wallet, ensuring easy access at all times. Moreover, we strive to keep our users informed about the latest security measures and enhancements.

Teamzy helps you effectively organize and manage your connections in the network marketing sector. You’ll never feel pushy as we focus on cultivating genuine relationships. You can accomplish your income-generating tasks in under an hour each day while seamlessly tracking and overseeing your prospects, customers, and team members. With our system, you’ll always have clear guidance on what steps to take next to enhance your business. Remember, you didn’t enter network marketing to lose valuable friendships, but the question remains: how can you increase sales and expand your team? In the current landscape, fostering authentic relationships and maintaining regular contact is essential so that you are the first person people think of when they need a professional’s assistance. This approach positions you as a trusted resource, leading to customers or new team members, while even those who don’t convert will still likely advocate for your business. Ultimately, this method is not only more fulfilling but also aligns with the fundamental principles of effective business practices. Building a network based on trust and genuine connections is not just the future; it’s the very essence of success.

For individuals aiming to leave a lasting first impression, effortlessly share your contact details, capture leads, and link to various tools. You have full control over the specific information you wish to disclose, and since it functions as a digital business card, updating or adding new details at a later time is a breeze. The design possibilities are limitless, allowing you to select from an extensive array of colors, icons, and fonts to personalize your digital business card. Additionally, you can create multiple templates at no cost to ensure you have the perfect card for every occasion. Your digital business card is always accessible, enabling quick and efficient connections with others. You can conveniently download it as a QR code or save it to your Apple Wallet, and it can also be easily integrated into your website or included in your email signature for further accessibility. This flexibility ensures you are always prepared to network and share your professional identity.