Best CRM Software in the UK - Page 40

WRKZY consolidates shared conversations from WhatsApp and email, along with contact and company information, sales pipelines, catalogs, quotes, campaigns, tasks, and workflow automation into a single, organized workspace. This platform enables teams to assign conversations, maintain a comprehensive customer history during transitions, link commercial activities to the relevant messages, and ensure clarity regarding the next actions and responsible individuals. Tailored for B2B sales, customer support, success, and operations teams, it enhances collaboration and efficiency. Additionally, the integration of AI facilitates the creation of summaries, drafts, and useful suggestions, while users retain oversight and accountability for the ensuing actions. Key features include shared WhatsApp and email conversations, team inboxes with ownership and routing options, detailed contact and company records, controls for conversation status, priority settings, follow-up reminders, and SLA management. It also offers configurable sales pipelines, product and service catalogs, streamlined quote creation, buyer-review workflows, WhatsApp and email marketing campaigns, and robust workflow automation capabilities. Furthermore, the AI-assisted summaries help in distilling essential information, making it easier for teams to stay informed and proactive.

SparrowCRM represents a cutting-edge AI-native customer relationship management platform designed to revolutionize the operations of sales teams in an age dominated by artificial intelligence. It seamlessly integrates pipeline management, deal tracking, activity capture, and comprehensive reporting with a contextual layer that incorporates calls, emails, and meetings into each record. Central to this system is Zulie AI, which is intricately woven into every deal to provide answers to inquiries, craft emails, summarize conversations, and highlight the next best actions for sales representatives. Additionally, a suite of specialized agents, including the Hygiene Agent and the Custom Agent Builder, collaborates with sales reps to handle essential tasks, effectively replacing traditional data entry and reporting processes with dynamic, context-aware intelligence. This innovative approach not only enhances efficiency but also empowers teams to focus more on building relationships and closing deals rather than getting bogged down by administrative work.

Inflowave serves as a comprehensive CRM and marketing solution designed specifically for niche agencies, enabling them to efficiently manage content, advertisements, communications, leads, and client accounts on a large scale. This platform features a consolidated inbox that allows both setters and closers to manage direct messages, comments, and communications from all linked client accounts seamlessly in one location, while its intelligent AI system automatically tags, updates custom fields, and advances leads through various stages of the pipeline. Additionally, the AI-powered chatbot adapts to a brand’s unique conversational tone, providing responses to inquiries, qualifying leads, scheduling appointments, and ensuring follow-ups are conducted automatically across platforms like Instagram and others. With AI Workflows, users can automate processes involving over 34 triggers and 50 actions, facilitating the management of Instagram direct messages, emails, SMS, voice communications, forms, appointment scheduling, payment processing, CRM updates, and webhooks, all through a visual interface or simple natural language commands. Furthermore, the platform aggregates multiple advertising accounts, which empowers teams to evaluate campaign success, pinpoint effective messaging strategies, and correlate ad performance with customer feedback gathered from interactions. This integrated approach not only streamlines operations but also enhances overall agency productivity and client satisfaction.

Lynka CRM is a connected sales and business operations platform built for small businesses and growing teams. It brings lead management, CRM, quotes, invoices, inventory, support, and day-to-day customer activity into one workspace, so teams can manage the full journey from first contact to payment without switching between disconnected systems. Built-in LeadGen helps users discover new prospects and move them directly into the sales workflow. Lynka offers 15-day free access, not an ongoing free plan. That period includes 3 LeadGen credits; Pro includes 30 credits per month, and Teams includes 100 credits per month. Credits reset monthly. Lynka supports practical sales and operations workflows including contact and company management, deal pipelines, activities, quotes, invoicing, payments, products, suppliers, purchase orders, inventory receiving, support tickets, campaigns, and reporting. Pro supports one user at $39/month or $375/year. Teams supports up to five users at $99/month or $950/year. Lynka is available in English, Spanish, French, German, Portuguese, Arabic, Chinese (Mandarin), and Swahili.

Cavyro is a powerful CRM designed specifically for teams that operate on Telegram, seamlessly integrating with your team's actual Telegram accounts via MTProto, allowing every chat, group, and channel to transform into a contact or deal complete with an owner, a defined stage, a timeline, and a follow-up mechanism; meanwhile, private chats are excluded from this integration, and the entire history remains searchable. This platform serves as a comprehensive CRM solution rather than just an aesthetically pleasing inbox, featuring functionalities such as companies, contacts, deals, and pipelines displayed in either column or list views, along with customizable fields, meeting scheduling, collaborative Notion-style documents, an automation engine equipped with 27 triggers and 12 actions, and the capability to run Telegram campaigns targeting contacts you already engage with, complete with A/B testing and a stop-on-reply feature, in addition to eleven built-in reports that cover aspects like revenue forecasting, deal funnel analysis, and response times. Furthermore, over 120 CRM actions are made accessible as tools on a hosted MCP server, enabling platforms like Claude, Cursor, or any agent to create records, shift deals, assign owners, and generate reports effortlessly, while a built-in AI assistant, an assistant bot within Telegram, a REST API featuring an OpenAPI specification, and webhooks enhance the overall functionality and user experience. With these capabilities, Cavyro provides teams not only with an effective way to manage their sales processes but also with robust tools that can significantly improve communication and efficiency in their operations.

amoCRM is a web-based customer relationship management platform aimed at assisting sales teams in capturing leads, nurturing customer relationships, and enhancing sales productivity. It streamlines the process by automatically incorporating customer inquiries from various sources such as emails, phone calls, website forms, social media, chats, and messaging applications into the sales pipeline, ensuring that no potential customer is overlooked. The user-friendly interface minimizes the need for extensive training, allowing for quicker daily operations through fewer clicks and actions. Its email integration feature seamlessly links incoming and outgoing communications with the corresponding customer profiles, ensuring that all interaction history and agreements are consolidated in one location. With telephony integrations, sales teams can efficiently make and receive calls directly within the CRM, while also maintaining a comprehensive record of call history and recordings. Additionally, a built-in messaging system fosters internal collaboration, sending notifications through both the web browser and mobile application. The mobile CRM functionality empowers teams to manage contacts, update deals, and operate effectively from any location where customers may be found, thus enhancing flexibility in their workflow. Overall, amoCRM equips sales teams with the tools necessary to optimize their processes and effectively engage with customers.

AI-BDR is an advanced workspace for B2B sales development that integrates various functions such as CRM, account discovery, account monitoring, sales signals, contact management, outreach, replies, tasks, and follow-ups into a single platform. The Account Watcher feature keeps tabs on chosen companies and public sources, highlighting significant changes while filtering out unimportant information. My Day consolidates essential signals, replies, tasks, and follow-ups, enabling users to concentrate on their next steps. Additionally, AI-BDR offers tools for discovering companies and contacts, email functionalities, opportunity and partnership management, as well as integrations with external CRM and communication platforms. It can seamlessly work in conjunction with systems like HubSpot, Salesforce, and Pipedrive, or function as a standalone BDR workspace that meets all sales development needs. This comprehensive approach not only streamlines processes but also enhances productivity for sales teams.

Pelris is a customizable brokerage software solution that integrates a client trading terminal with staff customer relationship management tools, specifically designed for forex and CFD brokerages. This platform allows brokers to personalize it with their own brand name, domain, and database, ensuring a unique identity. Traders can access the system through both browser and mobile applications to monitor multi-asset pricing, analyze charts and indicators, execute various types of orders such as market, limit, and stop, and oversee their positions, account balances, and trading history. The terminal is equipped with features for margin monitoring and risk management. Additionally, the platform offers comprehensive tools for staff to handle lead management, maintain client records, log calls, conduct KYC document reviews, and streamline deposit and withdrawal processes, all while providing role-based access and maintaining an audit trail. Furthermore, Pelris supports introducing-broker management, allows for copy trading, and includes automated strategies along with backtesting capabilities, although the availability of these features may differ based on the subscription plan chosen. While Pelris provides the software to brokerages, it is the brokers who oversee the management of client relationships and fund handling. It is important to note that licensed live market data might incur additional charges. Overall, Pelris stands out in the marketplace by offering a robust and adaptable platform tailored to the needs of brokers and their clients.

Psalm is a cloud-based CRM and business management tool designed specifically for small enterprises that require the ability to generate quotes prior to making sales. It efficiently handles inquiries, follow-up reminders, price quotations based on various factors such as size and quantity, sales orders, invoices, and payment processes. Customers have the convenience of accepting quotes online, which seamlessly transition into orders that include deposit and staged payment options, along with invoices that do not require re-entering any line items. Additionally, Psalm monitors outstanding balances and categorizes overdue amounts into intervals of 30, 60, and 90 days. Users can personalize documents by incorporating their business logos, colors, and letterheads. The platform also features a guided importer that works with Excel and Google Sheets, and those who subscribe to paid plans gain access to an AI assistant that leverages business records for enhanced efficiency. Pricing is structured per company, offering a free tier for a single user to manage invoices, quotes, and customer relations, while paid options are available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A risk-free 14-day trial is offered without requiring a credit card, allowing businesses to explore the features before committing. This flexibility ensures that small businesses can find a plan that suits their unique needs while taking advantage of useful tools to streamline their operations effectively.

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.

AMW Suite is a comprehensive cloud-based business software platform that integrates various essential functions such as customer relationship management, sales pipelines, shared communication tools, support ticketing, proposals with e-signatures, client portals, lead capture funnels, scheduling, attribution, and AI-driven workflows into a unified workspace. Users can seamlessly record conversations via calls, email, SMS, and WhatsApp, while also managing deals through organized follow-up sequences, sending proposals for digital approval and signature, and overseeing client communications and files through customized branded portals. The suite's AI functionalities assist in crafting responses for customer support, follow-ups in sales, and generating business insights for team evaluation. Targeted towards independent operators, small teams, agencies, and service-oriented businesses seeking a cohesive connection between their sales, delivery, and support efforts, AMW Suite offers flexible plans based on user limits, the number of included applications, AI utilization, customer support, and onboarding assistance. In addition to its robust features, AMW Suite continuously evolves to meet the changing needs of its users, ensuring that businesses can adapt and thrive in a competitive environment.

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.

KIWI serves as an AI-driven online workspace tailored for freelancers, independent contractors, and small enterprises. It integrates geographic lead generation with a client relationship management system, offering a suite of functionalities that encompass sales follow-ups, invoicing, email and calendar management, project tracking, document handling, spreadsheet creation, landing page design, social media publishing, and video production. The platform features an assistant alongside specialized agents that leverage the workspace context to craft prospect research, communications, quotes, invoices, posts, and a variety of business-related tasks. Prior to any outreach, content publication, or billing activities, users have the opportunity to review and approve all actions taken. Additionally, the workspace incorporates brand guidelines and the Aukimi creative suite for enhanced creative output. Users can access a basic version at no cost, while the Premium option unlocks additional AI credits, increased storage capacity, and specialized tools; furthermore, individuals can efficiently manage multiple businesses and their distinct brands and records under a single account. Overall, KIWI aims to streamline operations and enhance productivity for its users in a cohesive digital environment.

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.

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.

Knowify is a powerful job costing and project management tool for residential remodelers and commercial subcontractors. Knowify is accessible from anywhere and anytime. It offers a variety of tools that can be used to estimate and cost jobs, as well as service work tracking, scheduling, billing, and time tracking. Knowify helps you to grow your business.

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.