Best CRM Software with a Free Trial of 2026 - Page 32

Scalry brings together customer relationship management, marketing capabilities, sales outreach, and AI agents into a unified cloud workspace designed specifically for small businesses and sales teams. Users have the ability to oversee contacts, companies, and deals through a visual pipeline board, while various activities like email campaigns, phone calls, LinkedIn interactions, and actions taken by agents are meticulously logged on contact timelines. The platform's AI sales agents are adept at enrolling contacts, sending follow-up messages, and adjusting deal stages based on customized skills, schedules, guardrails, and approval processes. Furthermore, Scalry offers a suite of features including AI voice agents, cold-email sequences, email and SMS marketing, landing pages, as well as multi-step funnels that incorporate branching and split testing. It also supports appointment scheduling, social media publishing, and detailed analytics to track campaign effectiveness. Leads generated from funnels seamlessly integrate into the CRM, complete with tracking data from various campaigns. Subscription plans provide monthly credit allowances for using AI features, with the range of tools and capacities differing depending on the selected tier, ensuring that businesses can find a plan that suits their specific needs and budgets. Ultimately, Scalry represents a comprehensive solution for enhancing sales and marketing efforts in a competitive landscape.

Moshtariat CRM is a cloud-enabled tool for managing customer relationships, specifically designed to help organize sales prospects and monitor transactions through a visually appealing, Kanban-style interface. This platform offers customizable deal stages, lead qualification features, reminders for follow-ups, collaborative tools for teams, an activity timeline, and the ability to create custom fields to enhance daily sales and prospecting tasks. Aimed at small to medium-sized enterprises, B2B sales teams, growth agencies, and real estate firms, it provides users with a clear visual representation of opportunities and their progression within the sales pipeline. The product's connectivity is further enhanced by WordPress integration and REST API capabilities, allowing seamless interaction with websites and various systems. By employing Moshtariat CRM, teams can maintain a cohesive database of customer information and sales opportunities, ensuring effective coordination of follow-ups and easy access to recent activities throughout their sales process. Ultimately, this tool fosters improved communication and efficiency within sales teams, contributing to better overall performance.

GateKeeperAI merges a robust customer relationship management (CRM) system with an optional AI phone receptionist tailored for service-oriented businesses. This CRM efficiently consolidates contacts and leads from various sources, including web forms, website chat, Facebook and Instagram lead advertisements, as well as phone calls, into a unified pipeline featuring task management and appointment scheduling capabilities. Under the AI Receptionist plan, an intelligent system responds to incoming calls, poses intake questions defined by the business, schedules appointments, or directs callers to staff during operational hours, while also documenting call details and transcripts within the CRM. Additionally, teams can synchronize their calendars and email accounts, receive notifications for new leads, and utilize CRM workflows via platforms like ChatGPT or Claude. The service caters to a diverse range of industries such as home services, legal firms, real estate agencies, tax offices, restaurants, and medical scheduling teams that require effective management of incoming requests and follow-ups. Notably, the CRM can be accessed independently of the AI receptionist service, which includes a provision of 500 call minutes each month, allowing for flexibility in usage and integration. This combination enhances operational efficiency for businesses looking to optimize their customer interactions.

Unavoidable CRM is a cloud-enabled customer relationship management platform tailored for small service-oriented businesses, such as those in trades, clinics, cleaning and pest-control services, as well as tour operators and agencies. It consolidates inquiries and customer interactions into a collaborative workspace, featuring an AI-driven receptionist that handles call answering and booking, missed-call text responses, and a unified inbox for SMS, WhatsApp, email, and phone communications. Teams have the capability to oversee leads through a structured sales pipeline, arrange appointments, automate follow-ups, generate quotes and invoices, process payments via Stripe, and pursue overdue balances. Additionally, the system facilitates booking and customer record management, enabling smaller operators to effectively manage workflows from the initial inquiry all the way to payment. Various plans offer the same essential features but differ in terms of user capacity and customization options. Charges for call minutes, messages, and AI receptionist services are calculated based on usage and billed separately at the provider’s cost, ensuring businesses only pay for what they use. This comprehensive approach enhances operational efficiency, allowing businesses to focus more on customer service and growth.

Cardly.ae serves as a bilingual digital business card solution tailored for professionals and teams operating within the UAE. Users can design a contact card that is easily shareable in both Arabic and English, featuring a right-to-left layout for Arabic text, and can distribute it via NFC cards, QR codes, or simple links. When recipients access the card, they do so through their phone browsers without needing to download any app, allowing them to save the contact as a vCard, message the card owner on WhatsApp, or submit their own information through a lead form that requires consent. The platform offers features for capturing contacts and provides analytics; for those opting for paid subscriptions, additional perks include exporting leads as CSV files, creating more cards, accessing an extended period of analytics, and managing team operations with shared leads and branding controls. Furthermore, Cardly.ae markets optional NFC business cards, stickers, Google review cards, and stands, all of which are conveniently delivered within the UAE, enhancing the overall networking experience for users. This unique combination of services makes Cardly.ae an invaluable tool for modern professionals.

KelBrix is an innovative cloud-driven B2B sales solution that integrates customer relationship management with tools for lead discovery and outreach. Teams have the ability to locate potential business leads using Google Maps and seamlessly transfer chosen prospects into CRM pipelines for efficient task management, including assignments, notes, follow-ups, and reminders. The platform enhances communication by enabling WhatsApp conversations alongside official WhatsApp Business API workflows, and it also supports email sequences, scheduled marketing campaigns, and automations based on different sales stages. Additionally, it provides users with digital business cards that feature QR and NFC sharing options, along with tools for appointment scheduling, creating landing pages, invoicing, and generating payment links. Users can set up AI-powered calling through third-party voice service providers, while agencies benefit from managing distinct client workspaces and applying white-label branding on certain plans. KelBrix caters to sales teams, small enterprises, marketing agencies, and various organizations seeking an all-in-one service for lead acquisition, customer engagement, and streamlined sales processes, making it a versatile choice for modern business needs. Moreover, its comprehensive features empower users to optimize their sales strategies effectively.

VODOO CRM is a cloud-based platform tailored for customer relationship management and marketing, specifically designed for small enterprises, freelancers, coaches, online retailers, and agencies. It integrates various functionalities such as contact management, sales pipelines, email and SMS marketing campaigns, visual automation workflows, lead funnels, landing page creation, appointment scheduling, payment processing via Stripe, soliciting reviews, and facilitating online courses. Users can initiate workflows based on events like form submissions, bookings, payments, tag modifications, or replies, allowing them to execute messages, introduce delays, assign tasks, and implement conditional actions without the need for coding. Furthermore, agencies have the capability to create client accounts under a personalized brand, manage subaccounts, and oversee centralized billing. Each subscription plan includes specific email allowances, while SMS messaging utilizes the client's Twilio account for delivery. The service is available through a subscription model, offering both monthly and annual payment options, accommodating individual users as well as agencies, thus making it a versatile choice for various business needs. Additionally, the platform’s user-friendly interface ensures that even those with minimal technical skills can effectively manage their customer relationships and marketing activities.

CRM.WebiShopi is an online customer relationship management tool designed for business-to-business sales teams. This platform streamlines inquiries, customer information, contacts, and sales opportunities within a collaborative environment, featuring customizable pipelines that can be viewed as either a board or a table. Teams have the capability to designate lead owners, establish follow-up tasks, monitor deadlines according to the complexity of leads, and document interactions such as calls, visits, and notes. Additionally, the application includes functionalities for team task requests, customizable fields and roles, email alerts, dashboards for monitoring pipeline progress and team performance metrics, as well as the ability to import and export customer data in CSV format, along with automation features triggered by changes in the pipeline. It caters to teams operating in various industries, including trading, construction, real estate, healthcare, logistics, retail, and IT services. Organizations can take advantage of the service at no cost for the first year when setting up new workspaces, with various paid subscription options available per user that offer flexibility in billing on a monthly or annual basis. Furthermore, the platform's user-friendly interface facilitates seamless collaboration among team members, enhancing overall efficiency in managing customer relationships.

CampaignHQ is a cloud-based platform designed for customer engagement and marketing automation, enabling businesses to streamline messaging across various channels like WhatsApp, email, and SMS. It offers a variety of campaign management tools, including a collaborative WhatsApp inbox, detailed contact profiles, and segmented audiences, along with a visual builder for creating event-driven follow-up journeys. Teams can efficiently handle template management, automate chatbot interactions, monitor delivery rates, and analyze engagement metrics, while also integrating with e-commerce platforms such as Shopify, Shopify Plus, WooCommerce, and Magento. The platform includes a developer API and webhooks for seamless contact synchronization, event tracking, and custom workflow integrations, which also encompass various CRM systems and the Model Context Protocol to facilitate AI application connectivity. Additionally, mobile applications enhance accessibility by extending the shared WhatsApp inbox functionality to both iPhone and Android devices. CampaignHQ caters specifically to growth and retention teams in sectors such as direct-to-consumer (D2C), education, travel, real estate, and software as a service (SaaS). This versatility allows businesses to effectively engage their customers across multiple touchpoints and optimize their marketing strategies.

Intrawebix CRM is an online customer relationship management solution tailored for small to medium enterprises that oversees sales, customer support, and appointment scheduling. It effectively organizes leads, contacts, deals, customer interactions, and follow-ups within a collaborative workspace, featuring tools like a Kanban pipeline, lead scoring, forecasting, and reporting capabilities. The platform’s shared inbox integrates popular messaging services such as WhatsApp, Telegram, Instagram, Messenger, Viber, email, and website chat. Teams benefit from the ability to create web forms and chatbots, synchronize calendars for booking appointments, launch email campaigns, and automate various tasks. Additionally, its AI functionalities provide smart reply suggestions, message translations, conversation summarizations, and a voice agent to assist with calls and appointment scheduling. The system also offers capabilities for generating quotes, invoices, facilitating online contract signing, managing helpdesk tickets, maintaining a knowledge base, and providing access to a customer portal. Developers can leverage a REST API and webhooks for custom integrations. Furthermore, the user interface supports multiple languages, including English, Romanian, and Russian, ensuring broader accessibility for diverse teams. This makes Intrawebix CRM a versatile choice for businesses aiming to enhance their customer relationship management processes.

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.

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

Project-SalesAchiever stands out as the top CRM software tailored for the construction sector, offering a cloud-based platform that streamlines the intricate sales processes associated with construction projects. This comprehensive tool integrates key CRM functionalities with effective management features for activities and project leads, enabling teams to optimize their performance and attain superior business results. With versatile deployment options, Project-SalesAchiever is accessible both in the cloud and on local servers, ensuring that users can connect through their smartphones or tablets, making it a flexible choice for modern teams. This adaptability enhances collaboration and efficiency in managing construction-related sales activities.

Qualtrics Customer Experience software is an advanced solution designed to help organizations deliver exceptional customer interactions at scale. It consolidates data from multiple touchpoints such as surveys, calls, emails, chat, and digital behavior into unified customer profiles. With AI-driven analytics, the platform uncovers insights, predicts future behavior, and provides actionable recommendations to improve experiences. Businesses can identify at-risk customers early and implement targeted strategies to reduce churn and retain loyalty. The platform supports omnichannel experience management, ensuring seamless and consistent interactions across all customer touchpoints. Real-time dashboards and alerts allow teams to respond quickly to emerging issues and changing customer expectations. Automated workflows help streamline operations by routing feedback and triggering actions without manual intervention. Qualtrics also connects customer experience data to business outcomes, enabling organizations to measure the impact on revenue and performance. Its integration capabilities allow it to work seamlessly with existing systems and tools. Ultimately, Qualtrics helps organizations transform customer feedback into meaningful actions that drive growth and long-term success.

Vergify serves as a comprehensive customer relationship management (CRM) tool that simplifies the management of clients, potential leads, and overall business operations. By utilizing Vergify's visual analytics and graphical displays, users can achieve a thorough understanding of their business dynamics. Additionally, Vergify facilitates marketing automation through the creation and scheduling of email campaigns, helping businesses to broaden their outreach effectively. This powerful software not only streamlines customer interactions but also enhances overall marketing efficiency.

SalesSeek is a versatile cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes, from small startups to large enterprises. Its core functionalities encompass contact management, sales funnel oversight, marketing automation, reporting tools, and email marketing capabilities. Additionally, SalesSeek offers seamless integration with a variety of platforms, including Sage One, QuickBooks, Zendesk, Facebook, and WordPress, enhancing its utility for users seeking a comprehensive CRM experience. This integration flexibility makes it a valuable asset for companies looking to streamline their operations and improve customer engagement.

Heartland Retail, formerly Springboard Retail, is a web-based POS system that's designed for multi-channel and multistore retailers. Same cloud POS that you love, for start-ups to enterprise-grade retail shops. We are more than a payment processing software. We get you and help you grow! With the Heartland family behind you, you can propel yourself into the next era in retail. Heartland Retail empowers its users to maximize every opportunity across all channels by providing better insight into Sales and Purchasing, as well as Inventory and Real-time Analytics through their intuitive platform. The mobile-friendly app for Android and iOS devices allows users to be on the move and ensure that their business runs at peak performance.

ManageEngine SupportCenter Plus allows enterprises to provide world-class customer service. SupportCenter Plus is a web-based customer service software that allows organizations to manage customer tickets, store and organize contact information, and provide exceptional customer service. SupportCenter Plus offers multi-channel support, self service portal, multilingual support and third-party integration capabilities. It is one of the most feature-rich customer support platforms available.