Best CRM Software in the USA - Page 5

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Drive customer loyalty and growth with Kangaroo Rewards, a leading omnichannel loyalty engine trusted by thousands of SMBs and Fortune 500 companies. Craft hyper-personalized engagement with targeted rewards, automated marketing, and your own branded app. Witness average order values soar as customers feel valued, spend more, and return for more. Streamline operations with effortless setup and expert support. Our laser-focused data insights optimize your program, maximize ROI, and fuel pure profit. Kangaroo integrates with leading POS, eCommerce, and marketing platforms like Shopify, Lightspeed, Magento, and Mailchimp.

Prestartr is the ultimate field operations platform for civil and mining contractors aiming to digitise processes, control budgets, and boost productivity. Say goodbye to inefficient paper forms, cumbersome spreadsheets, and manual data entry - Prestartr digitises site workflows from start to finish. Easily manage timesheets, dockets, and project tracking in real-time, ensuring accurate payroll, invoicing, and compliance records at your fingertips. Keep budgets in check with instant visibility into cost centres and forecasting tools that proactively prevent overruns. Prestartr also helps maximise your fleet’s productivity, tracking equipment usage, automating maintenance schedules, and minimising costly downtime. Enhance workplace safety and simplify regulatory compliance with built-in digital checklists, inspections, and comprehensive audit trails. With flexible customisation, Prestartr integrates effortlessly into your existing accounting, ERP, and fleet telematics software, becoming the central hub for your daily operations. Trusted by leading contractors across Australia and New Zealand, Prestartr empowers you to deliver projects faster and more profitably.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

The Marketing Operating System (MOS) from SeoSamba is a cloud-based marketing software that's ideal for both small businesses and multi-location enterprises. Your SeoSamba Marketing Opera System includes a number of high-performance tools that will help you build a strong, no-nonsense digital presence. You can access SEO tools, Google and Facebook review tools, email marketing tools and social marketing tools including a smartphone app, VoIP telephony, call tracking tools and text marketing and messaging tools. SeoSamba MOS seamlessly integrates to SeoToaster Ultimate CRM. It also features two companion mobile apps, a social media and lead & CRM app to help you manage your business while on the move. Solution providers can private-labeled SeoSamba MOS.

Newired allows companies to help users find resources and answers to virtually any web application. It makes it easy for the user to learn and perform on-the-go. We will not forget that digital is first and foremost for people. -Newired makes technology more accessible by replacing any disconnected documentation, tutorial or training with contextual in place guidance and support. -Newired provides in-place support to users so they can learn by doing and understand complex content. It also supports them in ensuring process compliance in complex internal applications. -Newired can easily be installed on any web-based website or application without having to modify the code. It can also be modified to meet customer needs.

Venntive is a complete CRM and Business OS that eliminates silos and tech stacks. The platform is seamless and allows customers to manage their entire customer lifecycle starting at the first touch. It can also be used to track the customer's progress throughout the customer's lifecycle. Venntive has everything you need in a marketing automation platform, a sales stack and customer success/engagement. It also includes operations. Although integration with third-party apps is not required, Zapier is a CRM Connector and has an API. No-code customization eliminates the need for ongoing expense and time to update or customize your Venntive instance. Venntive is also extremely cost-effective right from the beginning, so a reduction in costs does not necessarily mean a reduction of staff. Venntive is a smart, efficient B2B SaaS solution that allows you to start, scale and manage your business right away.

Botsplash, a B2B, multi-channel conversation platform, connects businesses with their customers through a single web-based platform. Botsplash helps companies increase efficiency, generate more quality leads, and achieve higher sales. Our platform is powered by Machine Learning/NLP modules that allow for automated responses, routing and escalations, as well as live chat or SMS text. It is the perfect combination of live chat and automated bots.

AI-Mediated Conversations (AI-MC) is an automated phone routing solution that uses emotion AI, voice data, and voice data to match customers to the most qualified agent to handle their specific call. This match is based upon profile data and our superior algorithms, which are the result of years of research and experience with NLP and behavioral signal processing. Whatever the goal, there is always an enabler that would allow both parties to achieve the desired result. This contributing factor is often a simple, naturally occurring human process: the development of an affinity or rapport between people. It doesn't matter what type of business communication is used (sales calls, support, collection), there will always be interaction between real people, where the affinity is rarely the same between two people. There are certain traits and behaviors that make us more compatible with others than we are with others. To increase sales or collections, you can guide the conversation dynamic. Meanwhile, our Oliver API is the engine that empowers AI-MC and all other integrations(Genesys, Uniiphore,..) that need to incorporate Emotion AI capabilities.

Track activities, deals and orders. Segment, manage and email your customers.

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

Conclusion elevates corporate process management to a whole new level. Conclusion offers powerful text editing and collaboration tools, a slick interface design and customizable workflows. Conclusion is unique because it automates all processes - from requirements collection to project tracking, tracking, and task management – in one solution. There is no need to integrate multiple tools or purchase additional instruments. Conclusion is the result of extensive research. The interface, data model, and workflow engine are optimized for modern work environments. We understand that every customer has a unique approach and culture. Therefore, we offer several pre-defined methodologies that can be extended by customers.

Epicor Vision enterprise software is a powerful solution for automotive aftermarket parts distributors ready to deliver superior service to customers while maximizing profits. This comprehensive distribution management solution offers dozens of high-value features that help to drive increased profitability and efficiency while connecting virtually every part of your enterprise to help you remain competitive in today’s aftermarket. Key features include advanced inventory management and flexible pricing tools; innovative sales accelerator tools; extensive insight into business performance analytics; critical Epicor Vista® parts demand intelligence; channel connectivity to speed up operations up and down the channel; unique capabilities to help increase customer loyalty, including CRM modules; full integration with JMO warehouse management system; and visibility of inventory across enterprise at POS. Built to tailor specifically to your own unique mix of business, Epicor Vision software makes it easy to enable integrations of all your critical business processes into one single form.

LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

L-Card Pro, the most advanced electronic card management app on market, is L-Card Pro. It has many cutting-edge features such as the ultimate Digital Business Card Design Suite and award-winning OCR Card scanning, Smart Email Signatures, Video Sharing, LCard Analytics, and so much more. L-Card Pro was named one of the top three Emerging Mobile Apps for Businesses at GMASA (Global Mobile App Summit & Awards). This app is gaining popularity as more professionals around the globe trust it with all their business card management needs. L-Card Pro's Card Design Suite allows you to create beautiful, personalized electronic business cards. This unique software gives you full control with a variety of popular themes, fonts and colors. L-Card Pro is far ahead of the rest with the Card Design Suite. Every day, new templates and card designs are created.

With over 8 million users in more than 60 countries, our digital business cards enhance sales effectiveness, foster valuable connections, and minimize your carbon footprint. In the aftermath of COVID-19, traditional handshakes and paper business cards are becoming obsolete. Empower your team with touchless digital business cards that can be easily shared with potential clients and partners during in-person meetings or virtual calls on platforms like Zoom and Teams. Additionally, your employees can photograph any paper business cards they receive without making physical contact, thereby lowering health risks within your workforce. Transitioning to digital allows for instantaneous sharing, tracking of your cards, and leaving a memorable impression on those you engage with. Haystack serves as a smart marketing asset, directing traffic to your website, social media profiles, and other essential company links. You can personalize your company template to feature images, incorporate links to whitepapers, and showcase industry reports, ensuring that your brand stands out effectively. Embracing this innovative solution not only streamlines networking but also aligns with modern sustainability practices.

With a Blinq digital business card, you can effortlessly convey your identity to anyone, anytime, and anywhere. This innovative tool lets you connect seamlessly, allowing you to share your information even with those who do not have the app installed. Embrace the opportunity to differentiate yourself with a sleek digital business card. Blinq prioritizes safety during COVID-19, ensures secure transactions, is environmentally sustainable, and serves as an engaging conversation starter with potential clients. When exchanging digital cards, Blinq keeps track of the details surrounding your interactions, including the location and time of the meeting. Additionally, you can jot down important notes about your connections to remember crucial customer information. The method of sharing your digital business card is entirely customizable to suit your needs. Thousands of users rely on Blinq to manage their professional identities each day, and now you can join their ranks. Extend the benefits of digital business cards to your entire team, allowing you to manage your brand experience effectively. Furthermore, Blinq facilitates integration with your current CRM systems and internal directories, ensuring highly secure contact sharing. By using Blinq, you can significantly reduce your carbon footprint while expanding your network and driving business growth. Embrace the digital age and elevate your networking game with Blinq’s user-friendly platform.

Elevate your digital presence with DIBIZ, a sophisticated and cost-effective digital business card solution. You can create your card in just minutes, featuring impressive rich content that can be shared anytime and anywhere. By opting for DIBIZ, you not only enhance your network but also contribute to environmental sustainability by saving trees. Constructing your unique business card takes only two minutes, and it's both elegant and free. With DIBIZ, you have a durable card that’s always in your pocket—never tearing and never depleting. Thanks to our intuitive dashboard, updating your DIBIZ is a breeze, eliminating the need for reprints entirely. Unleash your creativity like never before, allowing you to display your work through photos, videos, and custom links. The fastest way to connect with your customers is through their smartphones, so leverage our sharing capabilities to spread the word about your brand and make it go viral. DIBIZ ensures you have access to your card at any time, from any location, enabling you to share with friends and colleagues across multiple platforms seamlessly. With DIBIZ, your networking possibilities are endless, making it an essential tool for modern professionals.

Introducing the innovative digital business card designed to engage and inspire your clients in the digital realm. Effortlessly create and personalize chic digital business cards that can be shared with anyone, regardless of distance. Stylish, convenient, and budget-friendly, you can design your business card in just two minutes. The process is straightforward, sophisticated, and free of charge. With Dcard, you have the flexibility to make updates through our intuitive dashboard, eliminating the need for reprinting. Unleash your creativity by showcasing your work with rich media like images and unique links. The most direct connection to your customers is through their smartphones. Leverage our sharing features to make your brand go viral by distributing your Dcard to clients and friends alike. Business cards have evolved to meet the needs of the digital era. One digital card opens up a world of opportunities. Experience unparalleled mobility with our service. We are committed to delivering the finest digital business card experience, focusing on user interface and adaptability across all devices, ensuring you stand out effortlessly. With Dcard, your networking possibilities are truly limitless.

V1CE business cards feature advanced NFC technology, allowing you to effortlessly share your contact information and social media profiles with any compatible smartphone without the need for an app. By simply tapping the V1CE card against another phone, you can instantly transmit all your vital details, eliminating the hassle of traditional paper business cards. This innovative solution places your information right where people are most active—on their phones! Once you place your order, you'll receive guidance on how to submit your logo or design for the card, giving you the flexibility to customize what information you want to share. It's incredibly user-friendly! With just a single tap, you can convey who you are and what you do, making it easy to distribute your contact details, addresses, websites, and emails. This seamless sharing process opens up opportunities for more leads and appointments on the spot, as it can connect to any digital assets, including apps, videos, e-menus, and PDFs, enhancing your networking potential. The V1CE card truly revolutionizes the way you present yourself in a professional setting.