Best CRM Software with a Free Trial of 2025 - Page 28

Effortlessly generate insightful survey questions by scanning your website in just seconds. Our innovative AI tool analyzes your site to create relevant survey inquiries, which can be embedded seamlessly into any platform. With Evo, our intelligent chatbot, automated follow-ups with customers become a breeze. Explore the responses, results, and actionable insights that emerge from your surveys. Evo methodically scans your website to recommend customized questions tailored to your needs, aligned with industry standards and best practices. You can integrate these surveys smoothly into your existing customer interactions. The AI-driven platform, TheySaid, goes a step further by probing deeper and asking personalized follow-up questions in real-time, enhancing customer engagement at the moment they are most receptive. With conversational follow-ups that feel organic, Evo facilitates ongoing dialogue to uncover richer insights. Analyze survey responses through AI-generated summaries, allowing us to identify recurring themes that require your attention. Additionally, we will help you pinpoint essential action steps to improve your services while also assessing customer satisfaction on an account-by-account basis. By leveraging this technology, you can enhance your understanding of customer needs and drive meaningful changes in your approach.

Your AI-driven agent consistently identifies the ideal customers and tailors interactions to boost conversion rates. Enhance your social media lead generation and clearly define your objectives. Simply enter your desired social media search parameters. Foster engaging and authentic conversations. Continuously improve your social media strategies and goals. Leverage AI to pinpoint optimal platforms for product mentions. Conduct targeted keyword searches. Review your feed for potential engagement chances. Keep track of and utilize mentions from influential figures (KOLs). Stay updated on trending topics for relevant mentions. Evaluate each mention to determine if it presents a suitable opportunity for your product introduction. Ensure that it aligns with your brand or industry focus. Use sentiment analysis tools to assess the tone of tweets. Take into account the credibility of the individuals involved. Examine the engagement metrics of the tweet. Investigate the audience demographics of the author. Lastly, confirm that the timing corresponds with significant events or trends to maximize impact.

CorpSync is a cloud-based solution that seamlessly syncs corporate contacts to employees' smartphones, Outlook, and Microsoft Teams, ensuring secure and up-to-date access to business contacts. CorpSync allows you to merge data sources, sync Global Address Lists (GALs) with smartphones, manage distribution lists and contact groups, use iOS and Android apps, and send mass SMSs for emergencies. CorpSync is an online solution that does not require any user training and can be used on both mobile phones and Outlook. Sign up for the free trial using your Office 365 email. Key Features: 1. Merge Data Sources: Seamlessly combine contact information from various sources into a unified database. 2. Sync GAL to Smart Phones: Keep your Global Address List synchronized with smartphones for easy access to up-to-date contact information. 3. Contact Groups, Distribution Lists: Efficiently manage contact groups and distribution lists for streamlined communication. 4. Supports On-Prem Exchange, Microsoft 365 and Hybrid Mode: integrates smoothly to automatically import contacts from Azure AD or other contact sources and updates contacts with a nightly sync. And more.

Klipy is the AI Executive Assistant designed for relationship-focused founders, investors, and executives who live in their calendar and inbox. Are you tired of the frantic, 15-minute scramble before every meeting, digging through old emails and notes just to remember who someone is? Do you lose track of critical action items and promises buried in long conversation threads? The constant context-switching and mental overload from managing your professional network is costing you your most valuable asset: time. Klipy automates the work you hate. By securely connecting to your Google or Microsoft account, Klipy becomes your strategic partner. It automatically prepares dynamic, pre-meeting briefs on every single attendee, giving you their bio, company details, and a complete history of your relationship. See a unified, chronological timeline of every email, meeting, and note for any contact, on demand. Our AI intelligently scans your communications to extract action items, ensuring nothing ever falls through the cracks - all with zero manual data entry. Klipy is the intelligent alternative to relationship platforms like Affinity, but one that actively works for you instead of creating more admin tasks. It delivers the core leverage of a human Executive Assistant - proactive preparation, complete context, and flawless organization—at a fraction of the cost. Stop being a personal admin and start being a strategic leader. Walk into every room with an unfair advantage, build stronger relationships, and focus on what truly matters: closing deals and driving growth.

Streamline the workflow in your organization from the initial customer interaction to invoicing with our intuitive CRM and project management software. Businesses utilizing Simplicate are statistically outpacing their rivals in growth. For agencies, achieving an optimal workflow is crucial. By integrating Simplicate with Jira, we've significantly enhanced our efficiency. Envision your organization experiencing a seamless flow from the first customer touchpoint all the way to billing. Picture your business reaching new heights of success; it’s entirely up to you to define what that success looks like. Whether your goal is to increase revenue per employee, maximize your team's capacity, or simply to free up time to create exceptional offerings for your clients, we are here to assist. Our objective is straightforward: to enhance your success as a service provider. We accomplish this by eliminating unnecessary complexities from your daily operations, ensuring a smooth process from the initial customer contact through to invoicing. Simplicity is at our core, and that’s exactly why we are named Simplicate. With us, you can focus on what truly matters: delivering excellence to your customers.

ZEPIC, an AI-infused Customer Engagement Platform, delivers hyper-personalized customer experiences throughout the entire customer lifecycle. Zenie AI is at the core of this platform, which unifies data, automates campaigns across channels, and provides actionable insight, empowering marketers. The platform's integrated CDP provides a 360-degree view of the customer, enabling intelligent audience segmentation and activation across all channels. ZEPIC's intuitive, award-winning interface allows businesses of any size to create powerful marketing campaigns without needing technical expertise. This accelerates business growth.

Access CRM provides sales teams with essential tools designed to boost business success through enhanced teamwork and efficiency, improved close rates, and accelerated growth in sales. Its leading-edge integration with accounting and ERP systems facilitates distinct sales analytics, predictive insights, and efficiency improvements across marketing, sales, and customer service departments. By leveraging data-driven insights into your ideal customer profile, you can generate higher quality leads that result in better close rates, thereby speeding up customer acquisition. Additionally, tools for managing churn risk, cross-selling, and upselling are designed to maximize customer lifetime value. Access CRM includes features such as integration capabilities with Mailchimp and Klaviyo, customizable inquiry web forms, pipeline management with adjustable workflows, a document repository for proposals, a dashboard for sales managers, and insights into customer spending patterns over multiple years. Furthermore, by linking your accounting, inventory, or ERP system to Access CRM, you ensure that data flows seamlessly between systems, fostering enhanced collaboration among your team members. This interconnectedness allows for a more streamlined and efficient sales process overall.

Pepper Cloud is the best AI-powered Sales CRM software for small and mid-sized businesses. The platform integrates popular messaging channels like WhatsApp and Facebook to allow users to connect with customers and leads through their preferred communication channels. The CRM software includes features for managing sales pipelines, which allow users to customize stages and see real-time information about their sales activities. Pepper Cloud includes automation features to eliminate repetitive tasks. It also integrates with business tools such as Mailchimp, Xero and Zoom. The analytics dashboard gives users insights into their business performance. Pepper Cloud allows users to manage lead management, account tracking and nurturing, revenue forecasting, campaign tracking, customer interaction tracking, and sales pipeline visualization. With its generative AI technology, AssistAI, it elevates sales productivity by auto-capturing and nurturing leads, automating the chat flows, managing tasks and activities, and more—all with precision and ease. Its no-code AssistAI chatbot can be deployed across multiple channels to handle customer queries instantly, escalate complex issues to human agents, and deliver 24/7 customer support.

Satisfied customers are well-informed customers. PortalCX is a comprehensive experience platform that provides a customizable portal for tracking project progress and automates communication to ensure customer comfort. With PortalCX, both you and your clients gain instant access to project updates through a user-friendly app that acts as a centralized communication hub for interaction, referrals, and promotional activities. Our easy-to-navigate application reflects your progress and automates customer service functions, enabling you and your clients to efficiently monitor tasks, while the integrated two-way communication and email features ensure smooth synchronization. The most exciting aspect? Everything is managed from a single platform. Ineffective communication can lead to heightened stress and increased cancellations. By offering real-time updates through PortalCX, customer trust is bolstered, resulting in a 20% reduction in churn and support expenses. Additionally, PortalCX consistently keeps clients informed about project developments and automatically encourages them to provide reviews and referrals, further enhancing your business’s reputation and customer engagement.

Monocl ExpertInsight offers an extensive database of more than 15 million global experts spanning numerous therapeutic fields, which empowers users to pinpoint and connect with key opinion leaders and other significant figures within the healthcare and life sciences sectors. Its robust search capabilities and real-time filters enable swift identification of the most pertinent experts. By incorporating social media and news activity, the platform provides insights into an expert's digital footprint and influence. Additionally, the ExpertGO companion app ensures that field teams can access valuable insights about experts while on the move. Utilizing advanced AI and machine learning technology, Monocl ExpertInsight delivers current information regarding experts’ activities, such as publications, clinical trials, presentations, and social media interactions, thereby assisting users in making informed choices, maximizing scientific impact, and fostering strategic collaborations. This comprehensive approach not only streamlines the process of expert engagement but also enhances the overall effectiveness of research and partnership strategies in these fields.

Wave Connect provides an intuitive digital business card platform designed for professionals to share their contact details easily and securely. Users can customize their cards with logos, colors, and other branding elements to reflect their identity. The digital card automatically updates any changes to contact information, ensuring you always share the latest details. With multiple sharing options such as QR codes, NFC, and email, Wave Connect is ideal for networking events and business meetings. Additionally, its CRM integration and lead capture features streamline customer relationship management, making it a versatile tool for both individuals and enterprises.

Swipe One is a sophisticated CRM and marketing automation solution that leverages artificial intelligence to enhance the efficiency of sales and marketing for digital enterprises. The platform features a comprehensive CRM system that enables users to manage leads, monitor interactions, and automate outreach efforts, boasting rapid contact management and an all-encompassing view of customer demographics. With the inclusion of AI Agents, it can effectively qualify leads, tailor email communications, and automate responses, serving as a virtual sales aide. Furthermore, Swipe One equips users with marketing automation functionalities to design onboarding processes and initiate campaigns in response to user behaviors, in addition to offering dynamic email marketing tools for personalized large-scale communication. The platform also facilitates seamless integration with a variety of applications such as Stripe, Calendly, and Chargebee, allowing for automated processes and synchronized data across different systems. This comprehensive approach not only improves user engagement but also streamlines overall business operations for enhanced productivity.

CRMJIO offers a comprehensive suite of CRM tools designed to elevate business growth by optimizing client relationships and enhancing team workflows. The platform includes contact management, sales pipeline tracking, task automation, and detailed reporting and analytics, enabling businesses to monitor and improve every aspect of their customer journey. With seamless integration for digital marketing communications, CRMJIO helps businesses run marketing campaigns alongside CRM activities. Enhanced by top-tier data security protocols, CRMJIO is the ideal solution for businesses looking to scale efficiently and securely.

NodCards is a turnkey branding solution that provides businesses with the tools needed to increase visibility and engagement across multiple channels. This platform empowers your team to promote the brand effectively by integrating custom digital business cards, branded email signatures, and profile banners into daily communications. With added functionalities like QR codes and links that boost your brand's social media presence, NodCards helps businesses attract more clicks, calls, and customer reviews. It also incorporates SEO capabilities that optimize your online presence to reach a wider audience, making it a complete solution for modern branding needs.

Salesforce Media Cloud serves as a comprehensive and flexible platform designed specifically for media and entertainment organizations, allowing them to swiftly create, monetize, and automate media experiences. By assimilating audience and advertiser data, it enhances monetization efforts across various channels, ensuring a quicker return on investment through its array of prebuilt modules, workflows, automations, and applications tailored for essential media business processes. This platform features a specialized data model for the industry, an Omniscript tool that facilitates the development of dynamic customer interactions without the need for coding, and a Business Rules Engine that supports agile and personalized automated decision-making throughout media workflows. Additionally, Media Cloud incorporates Advertising Sales Management to boost sales and improve campaign performance, along with Industries CPQ which provides sophisticated order capture and guided selling functionalities. Furthermore, its Order Management system is designed to reduce costs while promoting efficient growth, ensuring a customer-centric approach to distributed order management, ultimately transforming how media companies operate in a competitive landscape.

Ikeono empowers retailers of various scales to enhance their operations by streamlining communication through text messaging. This comprehensive platform provides services such as business text messaging, automated requests for reviews, secure Text-to-Pay options, and converting web chats to text, facilitating the transition of site visitors into customers. Retailers can also utilize SMS to automate feedback collection for the Net Promoter Score (NPS), allowing them to mend customer relationships or elevate the voices of their advocates, and manage all customer interactions seamlessly via a centralized inbox. With integration into Lightspeed POS, businesses can send texts directly from the app, including sales receipts, quotes, updates on work orders, alerts for special orders, and automated campaigns for NPS and reviews. Originally introduced in 2018 as an app specifically for bike shop services, Ikeono has broadened its reach across multiple sectors including biking, golfing, jewelry, pets, and boutiques, introducing features such as text-based payments, automated review processes, and scheduled messaging to meet diverse business needs. This versatility ensures that retailers can adapt to customer preferences and foster stronger connections.

QASIDA offers a powerful cloud ecosystem featuring more than 170 business applications tailored to optimize processes across retail, wholesale, eCommerce, service, rental, and accounting sectors. Key solutions include a next-generation ERP system covering economics, logistics, warehouse management, and payroll, as well as AI-driven stock forecasting that works seamlessly across all company software. Its CRM module helps manage customer and prospect data, while additional applications streamline service orders and rental product tracking. The platform enables anytime, anywhere access via mobile devices or laptops, boosting workforce mobility and flexibility. QASIDA reduces infrastructure-related costs by removing the need for onsite maintenance and updates, and supports scalable services to fit evolving business demands. Its innovative API facilitates smooth integration between multiple systems, enhancing data flow and operational efficiency. The comprehensive eCommerce solution supports all background processes of online sales, providing reliable control over the entire business. Together, these features help businesses improve collaboration, automate routine tasks, and stay ahead of market trends.

Csmart CX serves as a robust, AI-driven platform designed specifically for enhancing customer experiences within the telecom sector and other enterprises. This innovative solution integrates various customer interaction points across multiple channels, facilitating tailored omnichannel communication, self-service options, and proactive support to enhance customer satisfaction and foster loyalty. Adhering to the principles established by TM Forum, the platform provides actionable insights through features such as real-time data analysis, sentiment tracking, customer journey visualization, and Net Promoter Score (NPS) evaluation. By utilizing these insights, businesses can not only drive revenue growth and minimize customer churn but also transform each customer interaction into a valuable opportunity for expansion. This holistic approach positions companies to thrive in a competitive marketplace.

SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.

SightMill offers Net Promoter Score (NPS), survey software that helps organizations listen to customers and collect, analyze, and respond to customer feedback in order to improve their products and services. SightMill can be used by global multinationals and startups to provide flexible customer feedback and employee engagement solutions. It offers great value, is easy to use, and has a team that will help you get started. Send feedback surveys via email, SMS, or at training events. Automate the process by linking SightMill with your CRM or helpdesk system. Multilingual support for international organizations. Start gathering feedback right away with a free trial.

Manage and build a strong online reputation that helps you stand out from the competition as an industry leader in your area. Broadly helps local businesses attract and consolidate leads from multiple lead sources including Google, Facebook, Instagram, web chat, and website contact forms. Plus, connect with and serve customers and automatically request reviews on Google, Facebook and other popular review sites - all from one easy-to-use app. Consistently provide the 5-star experience your ideal customers expect with a responsive website, automated web chat that captures up to 2x more leads, streamlined text and email communication, appointment reminders, mobile invoicing, flexible customer financing options and so much more. Our app is accessible from any device, anywhere, and integrates with the tools you already use. You'll enjoy personal onboarding and dedicated, ongoing customer support. Broadly makes it easy for customers to find you, work with you, and rave about you.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

MarketSharp offers an intuitive, online customer relationship management (CRM) platform tailored for contractors, remodelers, and professionals in the home improvement sector. Featuring mobile access and advanced functionalities such as scheduling tasks, estimating projects, managing leads, and overseeing projects, MarketSharp is designed to enhance customer satisfaction, drive qualified lead generation, improve sales closures, and boost production efficiency. By utilizing this software, businesses can streamline their operations and foster a loyal customer base that actively refers others.

Designing a survey to gather the necessary information can be an enjoyable and straightforward task. With BlueX, users have the freedom to craft surveys tailored to their preferences. Embracing new survey tools doesn't have to be a challenge; BlueX is designed to mirror the interfaces of popular web applications, ensuring you feel comfortable during the survey creation process. Its user-friendly tool tab offers a consistent experience similar to the applications you frequently use. Enjoy practical features like save & continue options, a progress bar, and the opportunity to review responses prior to submission, all within a responsive design. Elevate your survey analytics by integrating interactive reporting elements directly into your questionnaires for deeper insights. You can start building the surveys you envision without getting trapped in extensive documentation or tutorials. BlueX empowers you to create surveys ranging from the simplest five-question formats to intricate 50-question layouts that include advanced functionalities like conditional branching, piping, or randomization. Whether your needs are straightforward or complex, BlueX is versatile enough to accommodate them all, making it an ideal choice for any survey creator.

Logicbox provides a comprehensive range of cloud-based business management tools and modules that can be tailored to automate and integrate the distinct processes and workflows of an organization, resulting in a cohesive system. Its features encompass account management, lead generation, configure-price-quote (CPQ), production, and functions related to invoicing, procurement, and inventory management across distribution, installation, and service sectors. Additionally, the platform offers administrative capabilities that allow for personalized notifications, approval workflows, user permissions, as well as custom reporting and analytical insights, enhancing overall operational efficiency. This level of customization ensures that businesses can effectively align the software with their specific operational needs.