Best CRM Software with a Free Trial of 2025 - Page 30

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Our CRM, designed specifically for Apple users, is tailored for small businesses and teams like yours. We have assisted numerous companies in enhancing their productivity and accelerating their growth, and we are ready to support you as well. Your data security and privacy are our top priorities, which is why our Gro CRM platform adheres to PCI compliance and employs robust 256-bit encryption along with TLS 1.2. It also seamlessly integrates with Face ID, Touch ID, two-factor authentication, Stripe, 1Password, and many other tools. With a wealth of user-friendly features, our Mac CRM simplifies the management of your contacts, deals, and sales, ensuring smooth transitions between your Apple devices. By choosing Gro CRM, you’ll forge stronger connections with your customers through our easy-to-use cloud-based application designed exclusively for Apple enthusiasts. Our competitive pricing starts at just $14.99 per seat per month, making it an accessible choice for small businesses. If you are passionate about Apple products, having a CRM that effortlessly syncs across all your devices is essential for your business’s success and efficiency.

FanExam's NPS® tool offers an exceptional method for reliably assessing customer satisfaction and gathering valuable insights on your platform. It efficiently conducts surveys among your customers and generates detailed reports based on their feedback and scores. We ensure that the surveyed individuals are tracked, guaranteeing that your customers' voices are heard. FanExam strategically employs NPS to pose the most relevant questions to your site visitors at pivotal moments, specifically while they engage with your website. This approach enables you to truly understand your customers' perspectives. With the implementation of FanExam on your site, you will establish a continuous, systematic channel for customer feedback, available around the clock. This invaluable resource can help inform your business decisions and enhance the overall customer experience.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

AnyRoad equips prominent consumer brands with the essential technology and insights required to create exceptional live events and experiences. The dynamics of how consumers engage with brands are evolving significantly. Industry frontrunners dedicate more resources to interacting with their customers through both virtual and in-person events, leading to enhanced loyalty, increased revenue, and ultimately a higher lifetime value for customers. AnyRoad simplifies the process of executing live events and experiences. By removing data silos, we empower teams by integrating registration, payments, check-ins, and guest communications, all while providing real-time insights within a single platform. This streamlining facilitates scalable experience operations through tailored and repeatable workflows, allowing teams to achieve more efficiency with fewer resources. Additionally, by gathering first-party data from these experiences, brands can gain comprehensive insights into consumer behaviors, preferences, and feedback. This enables them to accurately measure the effectiveness of their events and compare their performance against competitors in the industry. Ultimately, AnyRoad is committed to transforming how brands connect with their audience in this rapidly changing environment.

Openprise is an all-in-one, no-code solution designed to automate a multitude of sales and marketing tasks, ensuring you gain the full value from your RevTech investments. Instead of piecing together a complicated web of various point solutions that can create an unmanageable "Frankenstein architecture," or outsourcing the problem and risking lower quality and service level agreements with unmotivated workers, you can leverage Openprise. This platform incorporates essential business rules, best practices, and data to seamlessly manage numerous tasks such as data cleansing, account scoring, lead routing, and attribution among others. By utilizing pristine data, Openprise takes over all the manual or inefficient processes often handled by sales and marketing automation platforms, including lead routing and attribution, thereby streamlining your operations. Ultimately, this leads to increased efficiency and better outcomes for your marketing and sales efforts.

Customer feedback is essential for Google to identify your business as a reputable brand. By enhancing your online visibility, you can gain a competitive edge in search results. Research shows that customers are nine times more inclined to select a well-reviewed company over one with poor ratings. Assess your company’s performance to pinpoint areas needing enhancement. You can easily send review requests using your smartphone or computer. With an unlimited number of users, you can include your office personnel, team leaders, and management to ensure a steady flow of reviews. Customers receive a text that directs them to a straightforward survey, and if they respond positively, they will then be prompted to write a review for your business. After experimenting with various review campaigns at a digital marketing agency, Griffin Smith recognized the need for a more efficient automation solution. The goal of ReviewSpreader is to assist ethical businesses in generating authentic, organic feedback that aids consumers in making informed purchasing choices. By facilitating this process, businesses not only enhance their reputation but also foster trust among their clientele.

Boost your revenue, cultivate customer relationships, and evaluate your performance with our award-winning CRM solution. webCRM is designed to assist your sales team with essential tasks by keeping a comprehensive record of daily activities, ensuring follow-ups are remembered, and efficiently generating call lists or targeted email campaigns. These capabilities are just a glimpse of the extensive features that grant you and your team additional time to focus on your customers. Sales representatives can now easily recall all necessary follow-ups, as the task management feature on the homepage consolidates daily to-dos. You can analyze data and create instant reports for your sales meetings, or utilize the analysis tool to tailor your email broadcasts effectively. Eliminate redundant tasks for both your sales and accounting teams, while seamlessly synchronizing data from your current ERP system with webCRM. The success of any new system hinges on its adoption, and webCRM is crafted by seasoned sales professionals who understand the needs of your team. With its user-friendly interface and robust functionalities, webCRM empowers your sales force to achieve their goals more efficiently.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Convert leads into sales opportunities, transform opportunities into customers, and turn customers into repeat orders effortlessly. Our user-friendly CRM seamlessly integrates with your entire business, making billing a breeze! Whether you're just launching an online store or have been managing one for some time, you know that populating your site with products, overseeing inventory, and promoting those items involves considerable effort. We have developed a solution that streamlines this challenging process, enabling you to accomplish tasks in days instead of months and ensuring you maintain a competitive advantage to boost your sales. Import products, categories, or inventory from ANY source and quickly upload them to your store directly from your desktop. It's that easy! The prosperity of any retail operation hinges on its capability to effectively market its products. Research shows that personalized ads tailored to individual products yield the best results, though this approach can be quite labor-intensive. With our tool, however, you can simplify the ad creation process, allowing you to focus on growing your business while still reaching your target audience effectively.

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

Xref simplifies your talent journey, allowing you to make confident decisions that are people-focused. Save time by creating and sending a survey within 30 seconds. Feedback is presented in graphs that are easy to understand and provide actionable insights. Reduce administrative work: Surveys can easily be created and completed on any device, at any time. Let automation take care of the rest. Xref has been certified ISO27001 and GDPR compliant, so you can rest assured that your data will be kept safe and secure. Reduce the time it takes to hire top talent and secure them quickly. Xref’s automated reference-checking tool helps you make informed, compliant decisions when hiring. Want to know how to reduce attrition? Or what metrics your company excels at or could improve on? Conduct a pulse survey. Collect, analyse and measure feedback from departing staff. By collecting data consistently, you can reduce attrition over time and improve retention.

With White Fluffy Cloud, you can foster stronger connections with customers, provide exceptional service, and establish an outstanding brand—all while spending significantly less time and money compared to traditional CRM solutions. We have dedicated ourselves to developing a platform that prioritizes your essential needs over unnecessary features. The standard functionalities of White Fluffy Cloud resemble a dream list for any business professional and include a groundbreaking feature that sets it apart from any other CRM designed for small and medium enterprises. Unlike many other CRM systems that are notoriously complex to configure and navigate, we understand the frustrations that come from that experience. Having faced these challenges ourselves in the business world, we designed White Fluffy Cloud to be the solution we wish we had. We are committed to our promise; share your must-have features with us, and we assure you that if you're not completely satisfied, your investment will be returned. Ultimately, we believe that our service will seamlessly cater to your requirements, making your business operations easier and more efficient than ever before. We are here to ensure your success and satisfaction every step of the way.

eStudio 7 offers a straightforward solution designed to cater to various businesses, making it an ideal choice for many! There is no need for software installation, as eStudio 7 is compatible with Windows, Mac, and Linux operating systems. Priced at $59 per month, it provides 500 MB of shared file storage, four FTP accounts with 200 MB each, three project modules, and allows for an unlimited number of users. You can easily choose from features such as a scheduling calendar, contact management, file sharing, discussion boards, and project management tools, enabling you to implement a tailored solution in under two minutes. eStudio 7 serves as an excellent alternative to traditional intranet systems or shared drives for small to medium-sized businesses, all while being budget-friendly. With its fast, flexible, and affordable nature, eStudio 7 empowers you to compete for new business opportunities and enhances communication among your team members. The platform’s user-friendly design ensures that businesses can quickly adapt and thrive in a competitive environment.

FiveCRM is the only customer relationship management system designed exclusively for telemarketing purposes. It offers a highly customizable solution for sales teams focused on outbound strategies and lead generation. By enhancing the outbound sales process, FiveCRM plays a crucial role in monitoring and improving the performance of any sales team. Regardless of the product or service being sold, this platform delivers valuable insights that can boost overall company performance. As a comprehensive CRM solution, FiveCRM simplifies the tasks of both outbound and inbound telemarketers by equipping them with essential tools to enhance their speed, effectiveness, and efficiency. Users can easily manage and track their calls, leads, contacts, and closed deals. Additionally, FiveCRM includes a native application builder, enabling users to create reports that keep their team informed and motivated to achieve their sales goals. With its robust features, FiveCRM stands out as an indispensable asset for telemarketing operations.

Small and medium-sized enterprises often lack the means to invest in elaborate and costly CRM software options. BPACRM365 addresses this gap by offering a contemporary application for customer relationship management and project oversight, designed to operate seamlessly within the secure and powerful Office 365 cloud environment. This app takes advantage of advanced technologies for instant communication and video calls via Teams, teamwork through SharePoint, process automation, insightful reporting, and more. Users can enjoy the convenience of accessing their CRM application on any device—be it a smartphone, tablet, or computer—without needing to integrate a third-party system, all while utilizing their preferred tools such as Teams and SharePoint. By choosing BPACRM365, businesses can elevate the experience of their sales and service teams, ultimately leading to greater achievements as they venture into new technological realms. What sets BPACRM365 apart from other external CRM solutions is its foundation on familiar Microsoft tools that sales personnel already use, which enhances overall user satisfaction. Additionally, by operating the application within Microsoft Teams, teams can boost their productivity, make quicker decisions through real-time discussions, and access CRM data effortlessly while engaging in conversations.

Semantria (natural language processing) API is offered by Lexalytics, a leader in enterprise sentiment analysis and text analysis since 2004. Semantria provides multi-layered sentiment analysis, categorization and entity recognition, theme analysis as well as intention detection, summarization, and summary in an easy to integrate RESTful API package. Semantria can be customized through graphical configuration tools. It supports 24 languages and can be deployed across public, private and hybrid clouds. Semantria scales easily from single servers to entire data centres and back again to meet your processing needs. Integrate Semantria for powerful, flexible text analytics and natural word processing capabilities to cloud-based data analysis products or enterprise business intelligence infrastructure. To create a complete business intelligence platform, you can add Lexalytics storage or visualization tools to store, manage, analyze, and visualize text documents.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

Every business is distinct in its operations and requirements. At Roboeyelabs, we recognize that companies need solutions that are adaptable and tailored to their specific demands. We prioritize empowering our clients by allowing them to make their own decisions on customizations related to workflows, user interfaces, database modifications, and more, all without the necessity of being coding experts. Consequently, we have developed a customer relationship management system that is exceptionally intuitive, boasting extensive customization options and unparalleled flexibility. What sets Roboeyelabs apart from the competition are its unique features, which are essential for managing both business operations and team dynamics effectively to foster growth. By facilitating seamless connections among team members, our platform ensures that the right information is consolidated in one accessible location, enhancing overall business efficiency. Embrace the future of business management with Roboeyelabs, where every feature is designed with your success in mind.

Prolocus is an impressive SaaS (Software as a Service) platform that provides both a Website Builder and Web Application services, complemented by a skilled custom web development team based in the UK, all at a very reasonable cost. It also integrates seamlessly with the Prolocus CRM (Customer Relationship Management) system, delivering a comprehensive, fully-hosted, and scalable solution that transforms how you handle both online and offline leads. Whether you're launching a new business and require a website to display your offerings or you already operate an established business with an existing site, you likely understand that generic DIY website builders often fail to deliver the professional impact your brand needs. After all, web design isn't your expertise, nor do you have the time to become proficient in it. Above all, your goal is to have a website that not only converts effectively but also presents a polished and professional appearance across all devices, including mobiles, desktops, and laptops. With Prolocus, you can achieve a high-quality online presence without the hassle of doing it yourself.

Track fluctuations in customer sentiments and obtain insightful feedback throughout their mobile experience. By actively listening to real-time feedback across mobile platforms, you can effectively monitor the voice of your customer and assess emotional changes. Ensure feedback is directed appropriately to enhance customer retention and drive product decisions that prioritize customer needs. Our surveys, designed specifically for mobile, combined with accurate targeting based on user interactions within the app, set a new standard in the mobile landscape and empower brands to efficiently complete their customer feedback loop. While NPS serves as a retrospective metric, providing limited insight into customer perceptions of your brand or product, Apptentive reveals the underlying reasons behind NPS and CSAT scores, focusing on detailed features or specific customer interactions. Swiftly engage your most loyal customers with exclusive offers or invite their suggestions to help shape your product strategy. By showcasing tailored messages or offers that reflect your responsiveness to their feedback, you foster a deeper connection with your audience while enhancing their overall experience.

A cohesive platform facilitates seamless interaction, collaborative project efforts, and effective asset management among marketers, creative professionals, clients, and agencies all within a unified interface. Users can manage multiple projects, each with dedicated teams, specific tasks, discussion forums, and relevant assets. It enables the inclusion of the right individuals, whether from within the organization or external partners. The Integrated Marketing Calendar from Vitalblock equips marketers with the tools to swiftly initiate campaigns, strategically organize activities, delegate tasks, establish milestones, monitor objectives, and communicate updates to project stakeholders. By consolidating all communications and digital assets by project and client, the platform enhances efficiency. Collaboration on assets is made more streamlined, regulated, and secure through designated access levels and user profiles. Furthermore, it strengthens brand management by connecting to essential brand materials, creative resources, teams, and further enhancing collaboration among all parties involved. Ultimately, this platform not only promotes productivity but also fosters a culture of transparency and shared success.

Attracting a larger and more satisfied customer base is achievable. With a visual and user-friendly CRM system tailored to your specific requirements, your daily tasks can become easier and more enjoyable. Lime CRM offers a solution that you will genuinely utilize, encompassing all the standard features you would expect from a CRM, including contact management, historical notes, task lists, case oversight, sales transactions, and marketing initiatives. However, the capabilities of Lime CRM extend far beyond the basics. Drawing from three decades of industry experience, we have a deep understanding of the diverse needs that various clients have from a CRM system. This insight has led us to create specialized packages designed for specific industries. If you're utilizing other IT systems in your routine operations, there's no need to worry! Lime CRM seamlessly integrates with most platforms, ensuring you have a comprehensive view of your customers consolidated in one accessible location. Plus, this integration enhances your operational efficiency and equips you with valuable insights for better decision-making.

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

Addresses the challenges of overseeing contacts and tracking activities from numerous field agents, sales representatives, dealers, channel partners, and staff members. It offers extensive customization options to align with your specific business needs. This comprehensive application boasts both web and mobile interfaces, along with additional modules for digital business cards and file sharing. It also facilitates data preparation, including intricate de-duplication, entity resolution, transformation, merging, and purging of extensive databases located on private clouds or on-site. The system is capable of ingesting structured and unstructured data in various formats. It employs fuzzy logic-based pattern matching algorithms that have been validated across tens of millions of records. Additionally, it supports both on-premise and API-based implementations of a sophisticated contact data extraction program, designed to deliver key/value pairs from textual content. Furthermore, it seamlessly integrates with robotic process automation (RPA) tools, scanners, digital transformation solutions, and OCR/automation software, ensuring a comprehensive approach to data management. This integration enhances the efficiency and accuracy of operations across diverse business environments.