Best CRM Software with a Free Trial of 2025 - Page 34

Building better people is the first step to building a better business. PlanPlus Online Business Edition is a unique software product that combines a proven personal productivity tool with a powerful Customer Relationship Management system. PlanPlus Online's Business CRM solution allows for collaboration, sales, marketing and project management. This will enable productivity and ensure accountability within your company.

At Sanity OS, we excel in every aspect of the digital landscape, encompassing custom software development, robust infrastructure, security measures, and expert consultancy services. Our focus is on creating tailored solutions that are highly scalable and easy to maintain, compatible with any device. With a disciplined approach, we specialize in the architecture, construction, maintenance, and security of cloud servers. If you have urgent needs, we offer a range of pre-built solutions that can be swiftly customized and white-labeled to suit your requirements. Our team provides expert guidance and support in both infrastructure and software development. We thrive on tackling challenges, which has driven us to create our own software products (SaaS) that serve thousands of users on a daily basis. Our AI-powered CRM enhances data and boosts productivity for countless users. Additionally, we provide email marketing software that eliminates the need for user sign-ups or subscription fees. Our innovative quote tool enables users to visualize items from their inventory on a map or through uploaded images, streamlining the process for better efficiency. This commitment to innovation continues to fuel our passion for developing solutions that meet diverse needs in the digital world.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

Our robust co-browsing solution allows you to engage with customers through audio and video conversations directly on your website or application, making it simpler than ever to enhance customer satisfaction. This feature enables you to guide users through navigating your platform, assist them in completing purchases, help with form submissions, offer suggestions, and so much more, all while utilizing audio and video capabilities. There's no need for users to download any plugins or additional software. Additionally, in collaboration with our partner LivePerson, we have introduced an innovative engagement method called Messaging, which elevates traditional Live Chat by providing greater flexibility. Furthermore, we have seamlessly integrated widely-used third-party communication channels such as Twilio SMS, Facebook Messenger, Instagram, Twitter, WhatsApp, and Apple Business Chat, allowing agents to manage these Messaging interactions directly within Dynamics 365, ensuring a streamlined and efficient experience for both customers and agents alike. This comprehensive approach not only improves engagement but also fosters stronger relationships with your clients.

Service-Intel offers a comprehensive software and CRM solution tailored for the auto repair sector. This innovative platform proactively detects service requirements, enabling accurate estimates and sales opportunities prior to vehicle drop-off—essentially functioning as a pre-inspection tool. By providing impartial recommendations based on a vehicle’s service history and daily mileage, it fosters both trust and increased sales among customers. Furthermore, SI's point-of-sale predictive reporting consistently surpasses client expectations through its exceptional accuracy in service management and transparency in sales processes. This ensures that automotive businesses can operate more efficiently while enhancing customer satisfaction.

The CRM software serves as a comprehensive platform for managing and monitoring interactions with current and prospective clients, partners, agents, and other important contacts. This system establishes a robust database for storing and managing the history and interactions related to each contact. All new activities, including calls, messages, and meetings associated with a specific contact or company, can be easily recorded, while future interactions can be organized through integrated task features. Additionally, the option to utilize your own domain name for your social intranet enhances customization, enabling better management of meetings, briefings, and various events that frequently occur within your organization. Monitoring working hours and the time users dedicate to individual tasks and projects is essential for operational efficiency. Ultimately, our CRM software represents a significant investment tailored to meet the distinct needs and operational requirements of your business, ensuring it aligns well with your overall strategy and objectives. This level of customization allows companies to create a more personalized experience for their clients and stakeholders.

Business Manager Enterprise is an all-encompassing ERP solution that integrates essential business management capabilities along with numerous additional functionalities. Building on the foundation laid by the acclaimed BusinessMan Enterprise, a client-server model refined over more than 25 years, BME leverages cutting-edge web technologies to deliver exceptional performance, versatility, and a rich array of features. It enables access across any platform that supports a modern web browser, ensuring users can work seamlessly from various devices. Furthermore, BME is crafted using open-source technologies, which allows for greater freedom in licensing, deployment, and customization without reliance on third-party vendors. While primarily offered as a SaaS solution, BME also accommodates self-hosted and on-premise deployment options, catering to diverse business needs. Additionally, purchasing alternatives include outright ownership for those preferring to avoid ongoing subscription fees, making it a flexible choice for a wide range of organizations. This allows businesses to select the model that best suits their operational requirements and budgetary constraints.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Create your own website, launch your products, and establish a membership site in just minutes (yes, just minutes). Experience the simplicity of starting your platform by taking advantage of our FREE 14-day trial. Sell your products and onboard members right away! With impressive features such as a landing page builder, upselling options, and affiliate management, you have all the tools necessary for outstanding marketing success. Our goal is for you to claim your place in the market! Simplero empowers you to oversee your entire business from a single user-friendly dashboard. Expand your business without being hindered by technical challenges or the need for developers. While it excels in courses and subscription services, Simplero also includes email management, website creation, landing page design, automation capabilities, and much more—such as affiliate programs, media hosting, a help desk, and ready-to-use templates designed to foster relationships with your clients and allow you to concentrate on what truly matters. First impressions can make a lasting impact, and with Simplero, your customers will perceive you as someone who is well-organized and professional from the very start, ultimately enhancing your brand's reputation and trustworthiness.

Surpass customer expectations by partnering with a premier provider of agent services complemented by AI-driven digital and voice automation. Regardless of your sector, success can be quantified in numerical terms. At [24]7.ai, we are acutely aware of the pressing challenges faced by customer-focused organizations, and we possess the expertise to yield tangible results. Our tailored solutions and services are designed to significantly influence the key performance indicators that matter the most: customer satisfaction scores, revenue growth, and return on investment. Discover the measurable changes we can bring to your organization. The [24]7.ai Engagement Cloud offers a customized and forward-thinking customer experience, requiring considerably less effort from you, your agents, and your clientele. By leveraging our innovative technology, your business can thrive in today’s competitive landscape.

Lob is the only direct mail automation platform for the digital age. Lob's platform automates the direct mail execution process for enterprises at any scale - from creation, printing, postage, delivery, and sustainability with end-to-end analytics and campaign attribution. Over 11,000 businesses trust Lob to transform their direct mail into intelligent mail.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

Hexa is an innovative platform designed for managing customer experiences by collecting valuable feedback regarding interactions with your business. It automates the creation of surveys tailored to ask pertinent questions that align with your specific business objectives. You can review customer feedback through an intuitive dashboard, comprehensive reports, and trend graphs to grasp what is effective, what is evolving, and what requires improvement in straightforward language. With real-time alerts, you can promptly address the concerns of dissatisfied customers, enhancing their overall satisfaction. Additionally, you'll receive immediate notifications on your mobile device whenever a client expresses discontent, allowing you to swiftly intervene and transform a negative experience into a positive one. By leveraging Hexa's insights, you can foster stronger relationships with your customers and continuously improve your service.

CloudCC is the best CRM solution. It helps you build strong customer relationships, connect with clients across sales, marketing and customer service, and more.

From the initial stages of lead qualification to finalizing multi-million dollar transactions, Leadscore stands out as the ideal sales solution for your expanding enterprise. Don't allow marketing concepts to overwhelm you; with Leadscore, connecting with your audience through the right message is effortless every single time. Personalization is at the heart of what we do, enabling you to create a tailored CRM that adapts seamlessly to the shifting demands of your small business. Our platform incorporates visual pipelines, ensuring an intuitive and cohesive user experience throughout your journey with Leadscore. With deals, task lists, and other elements easily viewable in a pipeline format, you can maintain consistency in your workflow. Additionally, craft customized email campaigns through Leadscore and keep up with real-time alerts on email interactions, link engagements, and much more, ensuring you're always one step ahead in your sales process. Embrace the power of Leadscore to enhance your sales strategy and achieve remarkable results.

Manual methods for syncing contacts, calendars, and notes with smartphones often lead to errors and consume valuable time. Custom applications frequently lack scalability or come with restricted features. In the absence of an automatic Global Address List (GAL) synchronization solution, employees may find themselves wasting time searching for up-to-date contact information, struggling to recognize important business calls, or resorting to manual updates. Additionally, if shared calendars remain unsynced, it can result in missed crucial meetings and hinder effective management of projects, emergencies, or shift schedules. The CiraSync platform offers a centralized administration experience complete with single sign-on, detailed control, and top-tier support. There’s no software installation required, no configuration for clients, and users won't need any training. Sync an unlimited number of contacts, shared calendars, and notes several times throughout the day. You can manage who has access to specific contacts and calendars by utilizing existing distribution groups, ensuring that everyone stays informed and organized in their communications. This approach not only enhances productivity but also streamlines the workflow across teams.

GroHawk leverages NPS, CSAT, and CES metrics to gauge current customer sentiment regarding your brand. Are your employees and customers poised to resume business interactions with you? What improvements would they desire? If you need a solution for collecting customer information for Track & Trace, you can survey your employees to gauge their feelings about your new protocols as they return to work. Engage with your customers to grasp their concerns as they start shopping with you again. By gathering customer information, you can ensure compliance with government regulations while reopening your business. GroHawk comes equipped with industry-specific survey questions designed by top retail experts. You can also supplement core surveys with your own unique questions to gather feedback on various aspects of your offerings. The system generates multiple report formats, providing you with detailed insights for a deeper understanding of customer behavior and preferences. Additionally, leveraging this data can lead to informed decision-making that enhances customer satisfaction and loyalty.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

Transform potential leads into loyal customers and enthusiastic fans using Nextiva CRM, a robust all-in-one workspace. Consolidate all your communication methods, including phone, email, SMS, chat, and social media, into a single platform. This is the sole sales management tool that seamlessly integrates all your communication channels. It's essential that customer service management is housed in the same environment to provide an exceptional user experience. Access to comprehensive tools and analytics empowers your entire organization—from entry-level staff to executives—with a holistic understanding of each customer. By centralizing everything on one platform, you can optimize the management of your customer relationships. As a result, customer service interactions can be expedited, made more consistent, and strategically enhanced, ultimately leading to cost savings. This innovative approach not only boosts efficiency but also fosters stronger connections with your audience.

Successful sales and marketing rely on delivering the appropriate message to the ideal recipient at the perfect moment. Mission Suite CRM offers a comprehensive sales automation solution that streamlines communication, ensuring messages reach the right audience while tracking your sales initiatives seamlessly within a single platform. At Mission Suite, fostering connections is our core mission. Our CRM empowers businesses to maintain vital relationships during their expansion by automating tedious processes, allowing you to devote your attention to areas requiring your expertise. With Mission Suite CRM, you can enhance organization, boost efficiency, and improve time management, enabling you to focus on crucial tasks such as increasing sales and enhancing revenue. Let Mission Suite serve as your dedicated Sales Assistant. Our support team works closely with clients daily to maximize the potential of Mission Suite's features and facilitate their business growth effectively. Trust in Mission Suite to transform how you manage your sales processes and connect with your clients.

Provide prompt and tailored communication through international SMS/RCS and voice cloud services. Enhance your customer insights with actionable intelligence derived from global phone numbers and subscriber data. Utilize TeleSign’s Messaging API to code once and effectively reach your audience at scale, leveraging seamless delivery across various channels. The TeleSign Messaging API supports SMS, RCS, and WhatsApp, empowering you to create secure digital interactions that engage customers globally. By integrating a unified Messaging API, you can begin dispatching dependable and secure messages via SMS, RCS, and WhatsApp to your clientele today. Opt for one, two, or all three channels to diversify your programmable messaging approach and broaden your reach. With over 120 optimized points-of-presence and more than 700 direct-to-carrier routes, connect with an even larger customer base effortlessly. This expanded network ensures your messages are delivered efficiently and effectively.

BrightOffice offers tailored software solutions to both new and established brokers and lending businesses alike. Our systems cater to a wide range of users, from commercial brokers and lenders to consumer lenders and retail brokers, ensuring comprehensive support across the industry. With our Cloud CRM platforms, users can seamlessly introduce new products such as asset finance, short-term lending, bridging loans, and invoice factoring, enabling expansion into fresh markets. The inclusion of customizable loan process workflows allows you to efficiently oversee tasks from initial fact-finding and credit checks to application capture and invoicing, all within your personalized Broker-Lender Cloud CRM. Understanding that cash flow is crucial for your operations, BrightOffice provides tools to monitor all financial transactions associated with individual lending cases effectively. Additionally, all your sensitive data is securely stored and regularly backed up on our UK servers, ensuring peace of mind. By choosing BrightOffice, you empower your business with innovative technology designed to enhance productivity and streamline operations.

Targeted customer surveys are essential for enhancing customer engagement and advancing your business strategies. By utilizing surveys, you gain a deeper understanding of your clientele, and you receive vital feedback necessary for ongoing improvements. Additionally, these surveys can reveal employee satisfaction levels, which is crucial for retaining talent and enhancing the quality of customer service they deliver. To ensure your investments in development align with actual customer desires, it's imperative to gather marketing research through surveys. Furthermore, collecting feedback from event participants allows for the planning of increasingly successful and well-organized events. Understanding customer perceptions of your company and the staff they interact with is invaluable for fostering loyalty. Ultimately, surveys not only inform you about customer sentiment but also provide insights into employee happiness, guiding you on effective retention and engagement strategies. Regularly seeking this feedback can lead to a more dynamic and responsive business environment.