Alternatives to Maxim CRM

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Neon CRM is a powerful and trusted database solution designed for growing nonprofit organizations and membership associations. Neon CRM was built for nonprofit people, by nonprofit people. Our people-centered approach to record management will provide your organization with immediate insight and data metrics to help build and sustain authentic and valuable relationships with constituents. Continually engage with your supporters through Neon CRM's built-in email marketing, prospect management tool suite, and get creative with automated workflows and triggers. The built-in functionality is limitless. Grow your organization with Neon CRM's complete fundraising, membership, event and volunteer management tool-set, online shop capabilities, automated receipting and communication, and over 50+ integrations with industry partners. Truly understand the full context of how people are connected to your organization - why people support you (financially and through their time), and how they continually engage with your organization.

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.

The Comarch Loyalty Marketing Platform is an innovative solution created to elevate customer loyalty and engagement through dynamic loyalty programs. Designed for businesses across various sectors, this platform enables organizations to cultivate stronger connections with their customers by leveraging data insights and automation. With the Comarch platform, companies can create targeted campaigns that resonate with individual preferences, fostering increased customer retention and brand allegiance. Key functionalities include marketing automation for efficient campaign management, pre-configured customer journeys that ensure smooth interactions, and advanced personalization tools that cater to unique customer behaviors. Furthermore, the platform uses AI-driven analytics to provide deep insights into customer trends. Additional features, such as fraud detection and customizable rewards systems, empower companies to deliver meaningful incentives that encourage repeat business. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.

Preferred Patron Loyalty offers the best loyalty and gift card solutions on the market. Preferred Patron is a multi-channel marketing solution that can be used by all companies. It also offers visitor loyalty management, incentive promotions, and gift card management capabilities. You can increase customer engagement with Preferred Patron Loyalty by using e-mails and SMS to reach customers. This solution offers incentive-based promotions such as coupons, rewards, recognition, appreciation, referral, miss you, cash back, and more. You can either operate the solution standalone or leverage one our seamless integrations such as Square POS, VendHQ POS, and Shopify ECommerce.

The best all-in-one subscription & membership management platform that provides identity, dynamic paywall, CRM, authorization and billing. A comprehensive and self-serve solution with no code required, yet has all of the development tools to provide ultimate flexibility. Pelcro will be your single source of truth as it integrates with most of your tools. Pelcro's Top Features: * Increase your conversions with a seamless user experience * Create dynamic paywall. Same page user journey, don't get your clients off your website * Grow your revenue with automated recurring billing * Integrate with all your favorite tools * No coding experience needed * Helpful customer support Visit Pelcro.com to start for free or request a demo.

Your Comprehensive Solution for Customer-Focused Digital Transformation. Unlock the true capabilities of customer-focused strategies with Emojot's comprehensive platform, designed to optimize your operations, reduce expenses, and elevate the customer journey from beginning to end. Emojot’s customized solutions cater to every phase of the customer lifecycle, from attracting new customers to fostering long-term loyalty, ensuring exceptional outcomes in today’s customer-centric marketplace. - Elevate Customer Experience: Gather real-time insights to implement necessary changes that enhance satisfaction and foster loyalty. - Strengthen Online Image: Gain valuable insights into customer opinions across various review sites to maintain a positive online reputation. - Increase Revenue: Drive revenue growth by enhancing customer retention, identifying upselling opportunities, and encouraging brand advocacy. - Optimize Operations: Refine business processes to minimize errors while increasing efficiency, productivity, and overall profitability. - Foster Continuous Improvement: Utilize data-driven insights to consistently refine your strategies and adapt to evolving customer needs.

Optimove, the most trusted Relationship Marketing Hub, empowers CRM Marketers to manage large-scale customer-driven journeys. Optimove automatically uncovers customer engagement opportunities and orchestrates self-optimizing customer experiences. It also accurately measures the incremental effect of all marketing interactions. Optimove helps brands like Penn National, JD Sports and Dollar Shave Club increase customer loyalty, retention and lifetime value.

Affino Unified Business Platform serves as a comprehensive solution tailored for organizations in media, publishing, events, membership, and professional services. It facilitates audience engagement and monetization effectively. The Affino SaaS Platform offers a holistic view of customers, enhancing the ability to connect with and generate revenue from audiences. By improving operational efficiency and cost-effectiveness, Affino introduces unique avenues for revenue generation. Additionally, its fully GDPR-compliant system utilizes Actionable Intelligence, enabling quick and intuitive responses based on real-time data inputs. At the heart of Affino is an enterprise-level CRM, complemented by robust Sales & Marketing Automation as well as Subscriptions and Membership Management tools. The expertise of Affino's team is a significant asset, with each member bringing years of practical executive experience and some having contributed to the evolution of digital landscapes since the advent of the World Wide Web nearly three decades ago. This rich background allows Affino to continually innovate and adapt in an ever-changing digital marketplace.

Kreative Hive presents an innovative CRM solution specifically crafted for the retail sector, transforming how businesses connect with their clientele. This versatile platform integrates essential customer relationship management tools, allowing retailers to effectively handle and enhance their interactions with customers. Designed to simplify operations, it helps track customer preferences and refine marketing approaches. With user-friendly features like sales monitoring, tailored communication, and comprehensive analytics, retailers can obtain critical insights to boost sales and cultivate enduring customer loyalty. The platform’s accessible interface guarantees effortless implementation, making it a vital resource for retailers aiming to improve their customer experience and maintain a competitive edge in the modern marketplace. Additionally, the continuous updates and support provided by Kreative Hive ensure retailers can adapt to evolving market trends and customer needs.

iCRM allows retailers and businesses to be more customer-centric by allowing them to understand their customers' needs and wants. Retail is a fast-paced business where trends can be created, profits can increase and consumers are always looking for the next big thing. Understanding retail analytics is very important. Get a better understanding of your customers' experience with your brand. Retail businesses can use our iCRM algorithms to target segmented marketing campaigns based upon specific customer characteristics such as gender, region, preferences, purchasing habits, and so on. These results will increase customer loyalty and retention. The customer data platform is managed by marketers and stores, connects, combines customer data from websites, purchases, engagements, attributes and market data. Intelligently identify the channels that are most likely to increase engagement, which will increase your ROI.

Manage lead generation efficiently across multiple platforms with a central hub. Collect valuable first-party information, track ROI clearly with Odore, and influence purchasing decisions by using targeted content at point of sale. Utilize campaign and customer data in order to increase basket size, boost cross-category sales, and boost LTV. Personalize content for each client to encourage repeat purchases. Engage in organic strategies to promote brand advocacy via loyalty programs and referrals. Reduce churn by delivering timely, relevant communications that are tailored to the customer's behavior and intentions. Take advantage of high-intent customers to maximize opportunities by utilizing timely offers such as abandoned carts and on-site triggers. Delivering the right content will help you maintain brand prominence and outshine your competitors' efforts.

Become adept at navigating the evolving retail landscape by harnessing the power of customer satisfaction management and its direct correlation to sales performance. Our predictive insights provide each team member with targeted areas for enhancement, enabling them to focus on what will most significantly boost sales and market standing. Through our advanced algorithms, you can pinpoint critical priorities that potentially increase your store's revenue by up to 25%. Furthermore, our AI-driven recommendations help your outlets identify improvements that could enhance competitiveness by as much as 40%. By streamlining the analysis of customer satisfaction, our intelligent suggestions save your teams precious time. With comprehensive solutions designed to assess customer satisfaction, we empower your teams to take effective action for optimization. Trust in our AI to navigate the essential areas to focus on, fostering increased customer loyalty, higher average transaction values, and improved competitive edge in the market. By embracing these strategies, your business can not only adapt but thrive in a challenging retail environment.

At the heart of eWebLife lies the People Relationship Manager (PRM), a collection of web-based tools designed to assist organizations in overseeing their clients, prospects, members, employees, volunteers, mentors, and contacts. eWebLife serves as a comprehensive platform that unifies various technological requirements, including tracking sales leads, managing invoices, overseeing donations, facilitating event registrations and payments, and handling membership management and communications. Additionally, eWebLife provides options for both custom and template websites that can seamlessly integrate with the People Relationship Manager, eConnectLife, and other offered services. By utilizing this fully integrated system, organizations can efficiently manage their website contacts, ultimately fostering growth and engagement. Whether for profit or not-for-profit, eWebLife delivers tailored solutions that empower organizations to streamline their technology and enhance their operational capabilities. Through this approach, organizations can focus more on their mission and less on their technological challenges.

OptiKPI is a CRM and retention platform that was designed specifically for iGaming companies. It provides them with data-driven tools to improve player engagement, retention and lifetime value. The platform uses real-time data from customers to deliver customized marketing campaigns that increase revenue and foster loyalty. OptiKPI, built by marketing experts, simplifies complex retention strategy, allowing businesses create tailored experiences that resonate well with players. Intelligent segmentation, automated campaign, and real-time monitoring are just some of the capabilities that come with this platform. These features help businesses engage their players and drive long-term values. OptiKPI supports businesses of all sizes by providing enterprise-level features in a user-friendly package.

Hashtag Loyalty empowers you to cultivate customer loyalty, enhance retention rates, and boost your revenue streams. By utilizing first-party customer data obtained through various touchpoints—such as loyalty programs, feedback channels, or reservation systems—you can add significant value to your business while enriching the overall customer experience. Moreover, you gain insights into customer behavior and preferences through detailed performance reports and actionable insights, which facilitate informed decision-making for your business. This approach allows for automated, targeted, and personalized engagement with customers, scaled according to their interactions with your brand. You can monitor engagement metrics and revenue generation in real-time, ensuring you remain responsive to market dynamics. Over 1000 businesses across 30 cities in India trust Hashtag Loyalty to foster customer loyalty, enhance retention, and amplify their revenue. By nurturing long-lasting and meaningful relationships with customers, you lay the groundwork for elevating your business to new heights. Additionally, the platform features an intuitive interface that allows every team member to easily navigate and maximize its capabilities for optimal results.

Amadeus' Guest Management System (GMS) serves as an all-encompassing platform that enables hotels to foster guest loyalty and encourage repeat visits via tailored communication and data-informed marketing automation strategies. This system includes a variety of features such as focused email marketing campaigns, management of guest profiles, and essential transactional communications, allowing hotels to connect with guests effectively at every stage of their experience. Additionally, GMS offers robust business intelligence reporting, an upgrade engine for room and package enhancements, as well as automated workflows designed to improve operational efficiency. By leveraging this innovative system, hotels can significantly enhance guest engagement, increase satisfaction levels, and elevate revenue through various upselling opportunities, ultimately leading to a more successful business model. Furthermore, the implementation of GMS can transform the way hotels interact with their clientele, ensuring a more personalized and rewarding experience for guests.

ProClass serves as a comprehensive solution for managing classes, registrations, and memberships, making it ideal for various educational institutions such as after-school programs, community education centers, universities, and nonprofit organizations. This software is equipped with top-tier features designed to enhance operational efficiency and simplify administrative tasks. Users can benefit from functionalities that include managing class schedules, tracking attendance, organizing events, overseeing membership details, processing payments, managing donations, and generating reports, among numerous other capabilities. With ProClass, organizations can effectively optimize their workflows while focusing on delivering quality education and services.

Bingage offers a comprehensive marketing suite tailored specifically for restaurants, integrating various features such as an e-wallet, cashback programs, customer feedback mechanisms, referral marketing, over seven automated campaigns, and actionable analytics, all designed to enhance personalized marketing efforts and improve customer loyalty. While many loyalty programs currently in the market fail to effectively retain customers, Bingage stands out by offering a distinctive loyalty solution that addresses this gap. Understanding customer feedback is vital; therefore, Bingage's digital feedback system allows for real-time analysis of consumer preferences, enabling businesses to adapt swiftly. Additionally, personalized SMS campaigns enhance conversion rates, as Bingage meticulously examines customer purchasing patterns, providing businesses with targeted lists of the most relevant customers to engage. This innovative approach ensures that restaurants can not only attract new clientele but also foster lasting relationships with existing customers.

dovyo CRM embodies empowerment for every stakeholder--individual users, teams, and valued customers--fostering a culture of success across diverse business functions. dovyo's CRM is a catalyst of growth, collaboration, and efficiency by seamlessly integrating sales, marketing, and support functions. Its intuitive interface, robust features, and powerful functionality empower users to streamline their processes, make informed choices, and provide unparalleled customer experiences. Teams can create deeper customer relationships with centralized data, and achieve more impactful business outcomes. dovyo CRM is committed to nurturing success beyond internal operations. This includes enhancing customer satisfaction, loyalty and retention. It is a dynamic platform which aligns efforts, inspires innovation and propels organisations towards sustainable success in the competitive landscape of today.

We recognize the requirements of businesses and offer consultancy services that align with our clients' perspectives to foster improved business solutions and ensure customer loyalty. Our Customer Relationship and Workflow Management system, tailored for small to medium enterprises, is designed with features that allow you to assess the success of your marketing initiatives, boost customer satisfaction, facilitate quick after-sales support, and allocate more resources toward strategic growth. BinCRM integrates technology, processes, systems, and personnel to enhance the interactions between your organization and its customers. This CRM solution allows for swift and straightforward access to essential customer information. With BinCRM, this information is transformed into actionable insights, facilitating informed decision-making and ensuring the highest levels of customer satisfaction. Ultimately, this leads to a significant boost in both productivity and revenue for your business. By utilizing such a comprehensive system, organizations can stay ahead of the competition and adapt to ever-changing market demands.

Infor CRM transcends the role of a mere database; it offers a comprehensive perspective on all customer interactions. This software for Customer Relationship Management (CRM) delivers insights into every point of contact with customers throughout an organization’s various divisions, including sales, marketing, customer service, and support. By utilizing detailed customer profiles and tools designed to enhance sales productivity, users can pinpoint opportunities that boost the effectiveness of each engagement while optimizing sales processes. With its suite of analytics, sales management features, and proactive notifications, businesses can facilitate precise forecasting, make informed decisions, and manage teams and territories more efficiently. As a cloud-based solution, Infor CRM encompasses sales, customer service, marketing analytics, and reporting, seamlessly integrating with Infor ERP solutions, Birst® Networked BI, and other components of Infor’s Customer Experience Suite. By managing the entire customer lifecycle within a single platform, organizations can leverage future sales opportunities while ensuring outstanding customer experiences. Ultimately, Infor CRM serves as a vital tool for driving business growth and enhancing customer satisfaction.

Rubi encompasses all the essential tools needed to manage data efficiently for your Members, Customers, Contacts, Sales, Events, Training, and Bookings. Additionally, we provide a diverse array of integration options such as with Website, Outlook, Sage, QuickBooks, Xero, eCERT, and Zoom services. As CMIS-UK, a seasoned CRM provider based in the UK, we are proud to have developed the exceptional Rubi CRM system. Since our inception in 2010, we have collaborated with businesses throughout the UK and internationally to enhance data management processes by offering high-quality CRM Products, Services, and Support. Rubi serves as a cloud-based Customer Relationship Management (CRM) solution tailored for organizations that provide Membership, Training, Events, and B2B services. Easy to access from any internet-enabled device, Rubi is rich in features designed to manage data effectively across Companies, Contacts, Membership Programs, Events, Training Courses, Bookings, and much more! Moreover, our commitment to continuous improvement ensures that Rubi evolves to meet the changing needs of our clients, making it an invaluable tool for modern businesses.

Established in 2001, E123 has become a recognized leader in the marketplace for both insured and non-insured product platforms. The company enables more than 250,000 agents to offer an impressive array of over 14,500 distinctive products to a dynamic base of 1.6 million active members. E123's comprehensive platform facilitates every aspect of the process, from the initial member enrollment and policy lifecycle management to streamlined recurring billing that aligns with your organizational requirements and product plans, as well as effective management of agents and members. Moreover, the adaptability of the E123 Platform allows for tailored solutions that best fit your business model and specific needs, ensuring that every client receives personalized support and resources. This commitment to customization and efficiency is what sets E123 apart in the competitive landscape.

Csmart Telco CRM is a versatile, cloud-based solution designed to assist telecommunications companies—such as MNOs, MVNOs, MVNEs, FTTx, and enterprise connectivity providers—in streamlining the entire customer journey. This platform consolidates customer information from the lead-to-bill process, automates various workflows including sales, CPQ, orders, and notifications, and leverages AI for efficient ticketing and assignment, leading to quicker issue resolution. Notable features include: - A comprehensive product catalogue that allows for flexible bundling - Detailed tracking of accounts, orders, and customer lifecycles - Tailored workflows along with real-time reporting capabilities - Automatic case assignments and approval processes - Multi-channel communication for notifications - Strategies for managing churn and implementing loyalty initiatives By adhering to TM Forum ODA standards and utilizing Open APIs, Csmart Telco CRM not only enhances sales performance but also reduces time to market, improves customer satisfaction, and strengthens customer retention, all while ensuring secure, role-based access for users. This comprehensive approach makes it a crucial tool for telecom operators aiming to elevate their service delivery and customer engagement.

For-Sight Guest Engagement serves as an innovative Marketing and Hotel CRM solution aimed at elevating the guest experience by increasing direct bookings, improving data utilization, and optimizing marketing efforts. This solution gathers crucial data from your Property Management System (PMS) alongside several essential hotel systems, such as Point of Sale, Reputation Management, and Wifi registration. By continuously integrating this information, it establishes a comprehensive and reliable source of truth for each guest, tracking their interactions at every stage of their hotel experience. With our user-friendly and intuitive Query Engine, you can perform in-depth analyses of your data, and save or schedule regular queries to streamline your workflow. Furthermore, this tool allows you to segment your data effectively, enabling you to provide tailored omnichannel communications to your guests, thus enhancing their overall experience and creating opportunities for upselling. The emphasis on delivering a customized guest experience not only fosters brand loyalty and boosts direct bookings but also enhances the return on investment for your marketing strategies while reducing dependence on online travel agencies. Ultimately, this helps hotels to build stronger relationships with their guests, leading to long-term success.

Tungsten Communications Manager is perfect for managing all types of outbound communication, including contracts, proposals, insurance, and mortgage-related documents, empowering line-of-business managers to take charge of their correspondence. This solution requires minimal IT support for document delivery across various channels like email, social media, and digital platforms, making it an essential part of transforming your digital workflows. It streamlines workflows and standardizes customer-facing business processes by integrating seamlessly with existing legacy systems and core enterprise applications. By utilizing data and preferences effectively, the platform enables the delivery of personalized, content-rich communications that maximize opportunities for cross-selling and up-selling. Users can create and manage customized communications through a unified platform that consolidates data from multiple sources, ultimately saving time and enhancing operational efficiency. This comprehensive approach to communication management not only improves client engagement but also drives business growth and innovation.

MiaRec is a leading provider of conversational intelligence and automated QA for contact centers. MiaRec solutions offer a powerful combination of easy management, reliability, and rich functionality. MiaRec allows contact centers to do more with less so leaders spend less time looking for issues and spend more time solving them by modernizing workflows and surfacing valuable intelligence at scale. MiaRec's Conversational Analytics Platform not only records customer interactions compliantly and securely but enables contact centers to maximize efficiency and enhance the relationship between company and customer with state-of-the-art Voice AI and machine learning. MiaRec products help contact centers do more with less so leaders spend less time looking for issues and spend more time solving them. MiaRec customers improve agent productivity and contact center efficiency; increase customer satisfaction; increase agent agent and customer retention; and more.

Manage your campaigns effectively with a comprehensive CRM solution designed specifically for the tourism sector, enabling improved processes, reduced costs, and enhanced customer satisfaction. Your clients represent your future potential; hence, it's crucial to analyze and manage your interactions with them – starting from the first point of contact, through bookings, and continuing to customer feedback and repeat reservations. ISO has crafted Emerald, a CRM system uniquely tailored to the tourism industry's requirements, facilitating the entire tourism value chain from initial travel inquiries to follow-ups that encourage customers to plan their next journey. Additionally, with its modular structure, Emerald can be customized to fit any specific needs of your business. There is also iEmerald, a mobile CRM designed for your sales team, ensuring that business processes in marketing, sales, and customer service are streamlined. This approach not only fosters stronger customer loyalty but also allows for a deeper understanding of customer preferences and requirements, ultimately leading to more meaningful relationships.

Cultivating lifelong customers necessitates the creation of intelligent and interconnected omnichannel experiences while simultaneously enhancing operational efficiency. Customer experience management (CEM) focuses on the strategic design and responsive adaptation of customer interactions to not only meet but surpass expectations, resulting in heightened satisfaction, loyalty, and advocacy from clients. Platforms dedicated to customer experience management provide a comprehensive suite of tools designed to generate and deliver seamless omnichannel experiences, as well as monitor customer interactions throughout their entire journey. These platforms facilitate improved collaboration within organizations and enable quicker execution of strategies, ensuring that highly personalized experiences can be delivered on a large scale. The OpenText™ Customer Experience Platform empowers both Marketing and Line-of-Business teams to enhance existing systems of record, like MRM, CRM, and ERP, thereby enabling the intelligent crafting of individualized experiences that truly embody data-driven omnichannel strategies on a significant scale. By leveraging such capabilities, businesses can foster stronger connections with their customers that lead to long-lasting relationships.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

Easyrewardz CRM Suite, a unified customer database platform, enables brands to create consistent experiences at every touchpoint in the customer journey. Easyrewardz LPaaS is a loyalty program as a service that allows you to engage with customers and turn them into brand advocates. LPaaS, a unique loyalty platform, is easy to integrate with Point of Sale systems. It will help your brand increase memberships, drive repeat sales, and give you coupons, points, and gift vouchers. Easyrewardz CliX allows you to target the right customers with the right message at just the right time. Personalized multi-wave campaigns allow you to reach customers across channels. Easyrewardz Collecta helps you to build real customer relationships and drive a customer-driven company. Listen to what customers have to say about you brand and learn what it takes to create memorable experiences. You can manage, categorize and prioritize customer communication via multiple channels.

Allow our advanced AI technology to assist you in embracing a data-centric strategy that streamlines personalized interactions throughout every stage of your customer journey. Attract new clientele through various channels such as Point of Sale registrations, in-person lead captures, referrals, and online sign-ups. Utilize AI-enhanced lead management systems to effectively capture walk-in leads and elevate sales performance. Register on our commerce platform, mobile applications, or additional channels with ease. Synchronize customer data derived from POS transactions for a unified overview. Leverage an AI-driven customer data platform combined with analytics to optimize your outreach. Engage potential customers through social media platforms and generate leads from endorsements by existing clients. CASA is designed to support you in executing your customer engagement objectives and success strategies, setting you on a trajectory toward sustainable growth. Our customizable and scalable loyalty solution empowers brands to forge closer relationships with their customers. Focus on your most valuable clientele and aim to enhance their lifetime value. Additionally, seamless integration with third-party applications ensures that your systems work in harmony. With these tools at your disposal, you can craft a more meaningful and effective customer experience.

Our innovative scheduling platform enables clients to view your live calendar and effortlessly book appointments within your shop management system. Steer offers a comprehensive array of marketing automation solutions designed to foster customer relationships while enhancing loyalty and retention. With our reputation management tool, you can gather and showcase authentic reviews from satisfied customers, boosting your online presence and credibility. Steer AI simplifies message management, ensuring that you maintain a personal connection with your clients. Our AI-powered replies allow you to swiftly customize and adjust communications, reducing the time spent on emails. Say goodbye to the inconvenience of managing appointment requests through phone calls or email. Our scheduling software is seamlessly integrated into your shop management system, delivering an exceptional experience for your customers and freeing up valuable time for your shop. Additionally, our automotive appointment software streamlines the process, making it effortless to oversee and coordinate customer bookings efficiently. In this way, you can focus more on service quality while maximizing operational efficiency.

BriskCRM offers an all-encompassing CRM platform designed to facilitate the seamless management of the entire customer lifecycle for your sales, marketing, and support teams, starting from lead management through to sales completion, billing, and ongoing customer support. The Case Management feature enhances the efficiency of your support operations, significantly boosting customer satisfaction and experience. Moreover, BriskCRM's collaboration tools empower your team to handle projects with greater effectiveness and organization. With seamless integration with SpryBill, BriskCRM eliminates any costs related to implementation, ensuring a smooth connection between your CRM and billing systems. Explore the features of BriskCRM to discover how your teams can thrive with a unified Billing and CRM system. The Case Management service ensures that your support team can provide prompt and efficient assistance whenever needed. Additionally, never miss another meeting again, as BriskCRM keeps you informed and punctual with its notification system. By leveraging these features, your organization can enhance productivity and customer relations significantly.

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

Easily engage, manage, and connect with your membership community using VeryConnect, a comprehensive membership management software. This platform seamlessly merges member administration, engagement tools, and self-service options, simplifying the tasks of organizational management. Additionally, VeryConnect offers integration with top business systems and is designed for accessibility across all devices, whether online or offline. With its user-friendly features, VeryConnect ensures that managing your community is both efficient and effective.

Easy client management! All your information can be managed. All services and interactions can be tracked. This software is designed for the Australian Community, Not for Profit and Health sectors. Xero allows you to automatically invoice members using ChilliDB. You will also receive confirmation of payments as they occur. Integrate with Mailchimp to link your distribution lists from ChilliDB and a MailChimp account. You can save time with Case management tools and Contract management tools that provide dedicated support for national programs. You can send pre-populated online forms to your clients, and their responses will be automatically merged into ChilliDB. With unlimited members, paid or unpaid memberships, and renewal tracking, simplify your membership management. In less than 30 minutes, integrate with your website! Sign up for events and memberships, service directories, newsletter subscriptions, and many other features!

Establish your subscription-based venture effortlessly with Outseta, which equips creators with all the necessary resources to successfully launch and develop their subscription businesses, ranging from SaaS products to membership platforms. Navigating the start-up landscape can be challenging, often leading to a significant amount of time spent coding features that aren't central to your product while juggling multiple software tools. You might find yourself frequently accessing different systems for various functions—your CRM for sales management, your help desk for customer support, and Stripe for pricing adjustments—resulting in a fragmented view of customer interactions. However, by utilizing Outseta for your start-up, you can expedite your product's entry into the market, as it allows you to oversee your entire operation from a single interface, ensuring your team remains coordinated and providing a comprehensive overview of your business activities. This streamlined approach fosters a sense of tranquility, as it significantly reduces both technical complexities and financial burdens, allowing you to focus on what truly matters. Ultimately, with Outseta, you can nurture your business growth with greater ease and efficiency.

Our customer experience management solution, utilized by more than 150 organizations globally, provides an innovative strategy for enhancing customer satisfaction and loyalty, improving overall performance, and fulfilling growth targets. Incorporate comprehensive 360° listening by assessing customer experiences at all interaction points: within your physical stores, on your digital platforms, or during engagements with your customer support team. Additionally, enhance your metrics by broadening your data collection methods, while increasing the number of reviews through our specially designed conversion-focused surveys. This holistic approach ensures that you gain valuable insights from every customer interaction.

It is not enough to find the best-fit customers. They must be nurtured. How do you cultivate them? They can seamlessly move through each stage of their lifecycle, finding the right content and connection along the way. This is Right On Interactive's strength: It empowers organizations to see exactly where a prospect is in their relationship to a brand, from prospect to raving customer, and how to approach them to maximize their lifetime value.

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.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Surpass consumer expectations for care while fostering unprecedented growth and loyalty. Press Ganey's cutting-edge Consumer Experience technology is set to transform patient acquisition, retention, and reputation management within your healthcare organization. The recent acquisition of SPH Analytics (SPH), a frontrunner in measuring and enhancing member experience in the health insurance sector, marks a pivotal moment for Press Ganey. By integrating its premier patient experience data with SPH's comprehensive member experience insights, Press Ganey aims to create a cohesive understanding of provider and payer dynamics, ultimately leading to improved healthcare outcomes. Your dedicated Press Ganey success team will be available to support and guide you at every phase of the journey. Our ongoing commitment to investing in advanced technology and exceptional talent ensures that our clients remain leaders in the healthcare industry, equipped to meet future challenges effectively. Together, we can pave the way for a more integrated and responsive healthcare system.

OtherLevels offers a dynamic sports engagement platform that leverages real-time game data, live betting odds, and player interactions to enhance customer engagement. Their intelligent messaging service acts as a comprehensive multi-channel platform, utilizing data and live events to communicate effectively. Whether it's the thrill of live sports or the suspense of a rising lottery prize, OtherLevels crafts tailored customer experiences by integrating diverse data sources, extensive content libraries, and insights into player behavior to strengthen customer relationships. Instead of relying on generic CRM lifecycle marketing, businesses can focus on delivering impactful experiences in sports, iGaming, and lotteries that resonate deeply with their audience. Central to this approach is data, which drives personalization and facilitates real-time messaging strategies. By combining advanced event processing with external data feeds and player behavior insights, OtherLevels enhances both the creation of content and the delivery of messages. Consequently, the platform produces engagement experiences that are rich in content and highly relevant to the context of the moment, ensuring users remain captivated. This innovative method not only boosts customer interaction but also fosters loyalty in a competitive landscape.