Best PHP CRM Alternatives in 2026
Find the top alternatives to PHP CRM currently available. Compare ratings, reviews, pricing, and features of PHP CRM alternatives in 2026. Slashdot lists the best PHP CRM alternatives on the market that offer competing products that are similar to PHP CRM. Sort through PHP CRM alternatives below to make the best choice for your needs
-
1
WEX Field Service Management
WEX Field Service Management
67 RatingsWEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market. -
2
InsureCert
InsureCert Systems
InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly. -
3
BidBook
BidBookSoft d/b/a CRM Evangelist
$30.00/month/ user Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool. -
4
Stonify is business management software built for stone fabricators and countertop shops. It connects leads, quotes, drawings, slab inventory, production, installation, and accounting. Manage the sales pipeline, track leads, and follow up on quotes. Create countertop layouts, view the same drawing in 3D without redrawing the job, and include a link to the 3D view in customer quotes. Track slabs and remnants, schedule production, plan installations, and keep job documents and updates together from estimate to install. Integrations include QuickBooks Online, Avalara, Nuvei, Stripe, Slabsmith, Horus Scanner, SpeedLabel, Twilio, Claude, and Codex.
-
5
LocalTry
LocalTry
$59/month LocalTry serves as a comprehensive online operational hub tailored for service-oriented businesses. Its integrated CRM seamlessly manages various functions including job tracking, scheduling, estimates, invoicing, documentation, customer portals, reviews, marketing insights, email campaigns, social media management, AI-powered agents, and automated processes. Additionally, the Workspace Builder empowers businesses to incorporate personalized modules, fields, and views while maintaining the integrity of their existing customer systems. Teams are equipped to handle lead follow-ups, execute delivery tasks, facilitate customer interactions, and generate reports all from a single, up-to-date record. Operating on Cloudflare Workers, LocalTry also offers access plans that accommodate browser usage, ensuring flexibility and ease of use for its clients. This innovative approach allows organizations to streamline their operations effectively while adapting to their unique needs. -
6
The Newspaper Manager
Mirabel Technologies
Newspaper Manager is a cloud-based CRM built specifically for newspaper publishers, combining ad sales, order management, billing, and production tools into one unified platform. It helps streamline workflows, improve efficiency, and drive revenue across print, digital, and event-based media. The CRM module allows you to organize and search contacts by name, company, category, and more. Track leads and deals with the Sales Pipeline Opportunities Module, and manage all types of ad buys with our robust Order Management System, which supports print, display, newsletter, website, and event advertising. Speed up approvals with built-in electronic signature tools. Send legally binding proposals that, once signed, auto-convert into orders and trigger confirmation emails. Manage production with real-time Project Management Tools, customizable stages, feedback tracking, and automated deadline alerts. Flat planning and pagination tools support layout decisions for both print and digital editions. Track performance with the Analytics Dashboard, featuring over 300 data tiles and flexible reporting options. Our Billing and A/R System offers Quick Pay, batch billing, auto-pay, and QuickBooks integration—helping you get paid faster and manage accounting with ease. Email integration with Gmail and Outlook keeps your communications organized. Our Chrome and Outlook extensions let you sync notes, emails, and attachments directly into the CRM. Newspaper Manager also includes Media Mate, an AI assistant for content creation, segmentation, analytics, and prospecting, plus seamless integration with Marketing Manager and ChargeBrite for email automation and subscription billing. -
7
BlinQ
BlinQ Software
$150 per monthBlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth. -
8
Eworks Manager
Eworks Manager
$115 per monthThe Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management -
9
Chatabox
Werkflo Software Solutions Pty Limited
$0 (free version)Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs. -
10
Kanvo
Kanvo CRM
$39/month Kanvo CRM serves as an all-in-one field service management solution tailored to improve efficiency for companies in the landscaping and trades sectors. By integrating key functionalities like estimating, scheduling, invoicing, electronic signatures, SMS messaging, client portals, and crew oversight, it removes the complexity of handling numerous separate applications. A notable aspect of Kanvo CRM is its powerful scheduling and dispatch feature, which allows users to assign teams, oversee recurring maintenance routes, and modify schedules easily through an intuitive drag-and-drop calendar. This capability fosters better resource management and boosts operational productivity. Additionally, the platform includes an advanced module for estimates and invoicing, enabling businesses to craft polished estimates complete with detailed line items, images, and personalized branding. These documents can be dispatched for electronic signatures and effortlessly transformed into jobs with a single click, ensuring a seamless workflow. Furthermore, the user-friendly interface promotes ease of use, allowing teams to focus more on their core tasks rather than administrative burdens. -
11
CVenture
Chamunda Tech-Net Service
C-Venture is a complimentary Sales Enquiry Management tool designed to fulfill the requirements of managing leads, quotes, follow-ups, sales orders, invoicing, proforma invoices, delivery notes, and more. Additionally, it encompasses Customer Support Management, transforming C-Venture into a comprehensive Customer Relationship Management software that addresses every facet of business operations. The inclusion of a Purchase Management System sets C-Venture apart from other CRMs, ensuring it meets the diverse needs of all businesses. Its features, such as mail-to-sales enquiry and mail-to-support ticket functionalities, alleviate the hassle of email tracking. Sales executives have the capability to oversee all their enquiries and leads, while also managing customer contact information with ease. Sales coordinators are equipped to view and respond to all enquiries seamlessly, enhancing team collaboration. Moreover, sales executives can update their follow-ups—whether they be visits, phone calls, or emails—and keep their team informed about these interactions. Each sales executive receives an automated daily report based on their follow-up activities, promoting accountability and performance tracking. Thus, C-Venture not only streamlines sales processes but also fosters better communication and efficiency within teams. -
12
Amphis Customer
Amphis Software
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively. -
13
PlanProphet
PlanProphet
$50 per monthPlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows. -
14
CRM Force
CRM Force
CRM Force is an innovative cloud-based CRM solution that enables businesses to streamline the management of leads, customers, sales, employee tasks, invoicing, attendance, and communication via WhatsApp, all from a unified dashboard. By enhancing everyday business functions, it facilitates better customer follow-ups and significantly raises team efficiency. This CRM is ideal for a wide range of sectors, including startups, small and medium enterprises, agencies, healthcare providers, real estate firms, educational institutions, logistics companies, financial services, and other service-oriented businesses that aim to automate their sales and customer management tasks. Key Features: - Lead Management - Customer Management - Sales Pipeline Tracking - Invoice & Billing - Employee Task Management - Attendance Management - Field Staff Location Tracking - WhatsApp Chat Integration - Follow-up Reminders - Reports & Analytics - Multi-User Access - Secure Cloud CRM Reasons to Opt for CRM Force: - User-friendly interface - Competitive pricing - Access from anywhere via the cloud - Quick installation process - Robust data security - Reliable customer support - Six-month complimentary trial for new users to explore its capabilities and benefits. -
15
SAIBAOnline
Simson Softwares Private Limited
SAIBAOnline is an ERP software that effectively integrates and streamlines various departments within an insurance brokerage into a cohesive software platform. Serving as a central hub for information, it ensures smooth data flow throughout the organization, enhancing collaboration and efficiency. Notable features of SAIBAOnline include the ability to access the software both on-site and online. Some key aspects of the application are: 1) An all-encompassing solution that covers everything from Customer Relationship Management (CRM) to Claims management. 2) Integration with online platforms for automated workflows related to Quote and Policy management tracking. 3) A powerful CRM tool that offers straightforward integration, remote access, lead generation, and follow-up tracking capabilities. 4) Extensive Policy Management that accommodates various types of policies. 5) A strong system dedicated to managing renewals effectively. 6) A proficient Brokerage and Claims Management System that enhances overall operational performance. Additionally, the user-friendly interface of SAIBAOnline makes it easy for employees to adapt quickly and leverage its full potential for improved productivity. -
16
Empiraa Signal
Empiraa
$49/month Empiraa Signal is an innovative sales platform powered by artificial intelligence, designed to streamline processes for sales teams by increasing their pipeline while reducing administrative burdens. This integrated system encompasses prospecting, outreach, deal and pipeline management, along with reporting functionalities, allowing representatives to allocate more time to selling rather than data entry. Its advanced AI, known as ANI, assists by recommending subsequent actions, crafting outreach sequences, and facilitating deal progression without the need for manual follow-ups. Each subscription plan permits unlimited users, making it accessible for various team sizes. Moreover, Signal seamlessly integrates with popular tools that sales teams already utilize, such as Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for single sign-on and calendar synchronization, all managed through the user-friendly Settings and Workflow Engine. Tailored for small to mid-sized B2B sales teams and consultants or agencies that handle prospecting and deals, it works exceptionally well in conjunction with Empiraa GPS for those seeking a comprehensive strategy and sales solution within a single platform. A 14-day free trial is offered, requiring no credit card information, empowering users to experience its benefits firsthand before committing. Additionally, this system's user-friendly design ensures that even those with limited technical expertise can navigate and utilize its features effectively. -
17
Omex cold storage management system is more advanced than an ordinary ERP. With the same staff, you will achieve more accurate results. The system will manage your storage, which ensures that transactions are free from error. The system will correct any errors made by employees, so they won't be able to make mistakes even if they intend to. The system has the following feature. * Contract Management * Create Booking Management * Storage Management * Grading Management * Based on bin and crate * Bin to Crate transfer * Temporary and permanent locations * Quality Assurance Before and After Storage * Packaging management * Storage Inventory * Invoicing * Accounting * Notification * User Access * E-Invoice Why Omex is the right choice - Well organized Dashboard - Seemless Transactions and Notifications - Generate Quick Invoices & Reports Accounting Management - Customized Workflow using QR Code - 8+ Years of Experience
-
18
Voiie
Voiie
$9.99/month/ user Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives. -
19
8P’s Marketing
8P’s Marketing
8P’s Marketing is a comprehensive business management platform enhanced by AI, tailored for companies in the trade and field service sectors. This all-in-one solution integrates various functionalities such as CRM, field service management, scheduling, dispatching, work orders, estimates, invoicing, financial management, marketing automation, AI-driven processes, customer interactions, and detailed reporting into a cohesive system. By utilizing this platform, trade businesses can efficiently oversee their customers, technicians, tasks, appointments, estimates, invoices, payments, and daily operations without the hassle of juggling multiple, uncoordinated tools. Additionally, its Revenue Recovery Engine is designed to help organizations capitalize on missed opportunities by implementing strategies like recovering missed calls, automating follow-ups on estimates, re-engaging leads, sending service reminders, requesting reviews, and streamlining customer communication workflows, all of which enhance overall operational efficiency. Ultimately, this platform empowers businesses to optimize their processes and improve customer satisfaction significantly. -
20
Zyprr
Zyprr
$12 per monthZyprr offers a revolutionary approach for businesses to engage with their customers. The enhancement in team productivity is so significant that employees will prefer this method over traditional ones. You can effortlessly oversee all your contacts, accounts, leads, sales pipeline, forecasts, and customer interactions from a centralized platform. It features top-tier customer support and help desk capabilities, allowing for efficient ticket management, customer emails, self-service options, and access to a comprehensive knowledge base. With integrated campaign management, you can effectively nurture leads and implement drip marketing strategies. Streamlining inventory management also accelerates invoicing and order processing. This platform ensures that both customers and employees receive precise information and complete transparency. It provides secure collaboration tools alongside robust storage solutions for your operations. Additionally, you can set reminders to avoid missing any critical contract renewal dates. Tailor your dashboard and create custom reports to monitor key performance indicators and activities that drive your revenue growth. Furthermore, the ability to integrate with various email systems, comment, receive notifications, and sync calendars enhances the overall utility of the platform, making it an all-in-one solution for modern businesses. This holistic approach not only simplifies management tasks but also strengthens relationships with clients and team members alike. -
21
Saleoid
Saleoid
$5/month Saleoid serves as a comprehensive platform for business growth, tailored specifically for startups, small enterprises, and expanding teams that seek improved outcomes without juggling various tools. Unlike conventional CRMs that merely store contact information, Saleoid empowers businesses to efficiently capture leads, automate follow-ups, finalize deals, and oversee daily operations within a cohesive system. By integrating functionalities typically spread across different software for CRM, email marketing, scheduling, billing, and communication, Saleoid consolidates everything into a single platform. This integration minimizes manual tasks, prevents data fragmentation, and ensures that all customer interactions remain interconnected. Equipped with a visual Sales CRM, integrated marketing automation, and multi-channel communication options including Email, SMS, and WhatsApp, teams are capable of managing sales pipelines, executing targeted campaigns, and providing quicker responses. Additionally, Saleoid encompasses the entire customer journey, facilitating processes from estimates and invoicing to managing subscriptions, appointments, landing pages, and secure document storage, making it an invaluable tool for any growing business. Furthermore, its user-friendly interface enhances team collaboration and streamlines workflows, enabling businesses to thrive in a competitive landscape. -
22
Probooking
Probooking
$6 per monthProbooking is an innovative online scheduling platform that allows users to create and oversee appointment bookings, manage staff schedules, and facilitate client communications through a highly customizable booking interface. The system enables the embedding of booking forms on websites, complete with personalized branding options such as custom domains, fonts, logos, and color schemes. It is designed to accommodate multiple staff members, services, and locations, enabling businesses to specify appointment lengths, buffer times, and weekly availability. Probooking enhances user experience with automated reminders sent via email and SMS, timezone detection, follow-up messages, and compatibility with payment gateways like Stripe and PayPal for seamless payment processing at the time of booking. Furthermore, it integrates smoothly with various calendaring systems, video conferencing tools, and automation platforms through the use of webhooks and APIs. Additional functionalities include robust client management capabilities (including contact records, notes, and data export), adherence to GDPR standards, customizable roles and permissions for access management, and comprehensive reporting and analytics dashboards to track performance. Ultimately, Probooking aims to streamline the scheduling process, making it more efficient and user-friendly for businesses and their clients alike. -
23
CRMit
CRMit
FreeCRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members. -
24
Zenible
SAS Data Services Ltd
$27/month Zenible is an all-in-one AI business toolkit built for freelancers, consultants, and solo entrepreneurs looking to scale their operations. It brings together essential tools such as CRM, invoicing, project management, calendar scheduling, and meeting intelligence into one platform. The system includes a set of AI-powered advisors that provide guidance on areas like sales, content creation, growth strategies, and mindset. These advisors are trained on insights from successful freelancers and offer practical recommendations on demand. Zenible’s meeting intelligence feature automatically joins calls, generates summaries, and highlights key insights and next steps. This helps users capture important details and improve communication with clients. The platform also simplifies lead and client management by organizing contacts, tracking deals, and managing pipelines. Integration with services like Stripe, Zoom, Google Meet, and Google Calendar ensures smooth operations across tools. Users can automate repetitive tasks and focus more on growing their business. Zenible is designed to reduce operational complexity while increasing productivity. With its combination of business tools and AI insights, it supports entrepreneurs in building and scaling their businesses effectively. -
25
Nuchange PMS
Nuchange Informatics
Introducing a comprehensive pharmacy management system designed to operate seamlessly on your own premises or a private cloud server, granting clients total ownership and control over both the software and their data. This user-friendly PMS is low-maintenance and accessible via any web browser on a range of devices including laptops, desktops, tablets, and smartphones, ensuring efficiency even during peak patient load times. It serves as a complete solution tailored to meet the diverse needs of contemporary drugstores, featuring everything necessary for effective pharmacy operations—from inventory oversight to staff management. Enhance the productivity of your billing staff with an intuitive point of sale application (POS) integrated with a cashier interface, cash register, and customer display. Manage both pharmaceutical and non-pharmaceutical inventory efficiently while keeping track of expiration dates to reduce waste and minimize losses. Additionally, our system is designed to adapt to the evolving demands of your pharmacy, ensuring that you remain competitive in the ever-changing healthcare landscape. -
26
Blitz
Double A Solutions
$28.75/month/ user Blitz, created by Double A Solutions, is an online software designed for sales management that automates the follow-up tasks related to sales and marketing. This innovative tool allows sales teams in various sectors to strategize their follow-up efforts, carry them out effectively, and assess the outcomes of their follow-up initiatives. Accessible on all devices at any time, Blitz also seamlessly connects with prominent sales, marketing, and other business systems through its API integrations. By streamlining these processes, Blitz enhances the efficiency and effectiveness of sales operations across different industries. -
27
InSimplify
InSimplify
InSimplify, a cloud-based software system that integrates all stages of the Home Building process, is a cutting-edge solution. It provides an integrated solution that handles every stage of the Home Building process, from sales, online quotations, online color selection, customer portal, document administration, construction stages, handover, and maintenance. -
28
AgileApp
AgileApp
FREEAgileApp is a comprehensive management solution hosted in the cloud, designed to empower businesses in coordinating, collaborating, communicating, and organizing various aspects of their operations, including tasks, projects, invoices, and leads. It excels in managing multiple projects simultaneously, making it an ideal choice for organizations of any scale. With a robust suite of features, AgileApp enables companies and their teams to establish an effective workflow for optimal productivity. The array of functionalities includes project and task management, a customer relationship management system alongside a website and landing page builder for various campaigns, invoicing capabilities, a time-tracking system, a company community featuring chat and calendar tools, and a cloud-based file management system. These tools collectively assist users in streamlining their processes and enhancing collaboration, ultimately driving better business outcomes. -
29
VistaCRM
Vista Design
$12 per user per monthVistaCRM offers a swift and robust system for managing contacts and customers, making critical information accessible around the clock. This platform allows you to effectively track and oversee every significant phase of business transactions, ensuring your sales team has constant access to essential data. Ideal for managing business leads, customers, quotes, orders, invoices, and online payments, VistaCRM streamlines your operations. Understanding your customers and contacts is fundamental for the successful operation and growth of any business. With VistaCRM, you can conveniently access your information from any device, regardless of your location, ensuring you are always connected to your customers and business insights. It is designed to work seamlessly across desktop computers, tablets, and smartphones, enhancing flexibility for users. Ultimately, VistaCRM empowers your business by keeping all critical information readily available and manageable. -
30
KudosCRM
KudosCRM
$9/year KudosCRM is an advanced AI-driven customer relationship management platform that oversees the entire customer experience in a single solution, encompassing everything from lead generation and qualification to sales execution, delivery, invoicing, customer support, and strategic growth. It integrates various functionalities such as contact management, sales pipelines, deal tracking, revenue forecasting, quote generation, electronic signatures, project management, invoicing, support ticket management, analytics, and automated workflows to enhance business operations. With KudosCRM, sales teams are empowered to effectively capture and evaluate leads, manage sales opportunities, automate follow-up communications, predict revenue trends, and monitor deals within a unified customer profile. Additionally, the platform allows teams to create and manage quotes, oversee approval processes, gather electronic signatures, convert accepted quotes into actual orders, and facilitate seamless invoicing and product delivery. The incorporation of intelligent AI capabilities enables users to compose and respond to emails, rephrase and translate text, summarize customer information, extract pertinent details from documents, and implement AI-enhanced actions within their workflows. Furthermore, its intuitive no-code workflow builder allows businesses to streamline repetitive tasks and significantly boost overall productivity while adapting to changing demands. -
31
Gymex
Greybits Technologies
35 RatingsGymex Club and Gym Management Software are cloud-based CRMs that allow you to manage gyms and other fitness-related businesses. Our platform is built using cutting-edge technologies and provides a robust, scalable and secure platform to manage your business. Gymex Software handles your daily activities like prospect handling, member purchases, reports, and sales. Members can book classes and PT, staff payroll, and mobile apps. -
32
Salestack
Salestack
$40 per user, per yearEnhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction. -
33
kQuote
Marko Krsic
$99.99 (Buy)-User-Friendly Interface: Clients can effortlessly generate instant estimates. offering consistent and professional imaging. -Instant PDF Generation: Clients receive immediate estimates and a professional PDF is emailed to you. -Rush Delivery & Production Premiums: Efficient management and fair charging for urgent tasks. -Custom Pricing Editor: Flexibility to adjust and set pricing structures precisely. -Tax Zone & Rate Editor: Simplified tax rate application based on different zones. -License Editor: Provide various licensing options to clients for smoother transactions. • Self-Hosted Version: ◦ Discounted price for first 1000 users: $19.99 (Regular price: $99.99) ◦ Pay once, own forever with no hidden subscriptions. • Web Designers/Resellers Special: ◦ Limited-time offer for 180-seat reseller license: $60.00 (Originally $599.99) ◦ Royalty-free distribution of kQuote with open source code for modification and customization. • Managed Solution Subscription: ◦ Exclusive for initial 500 photographers at $9.75/month (Regular price: $27.00/month) ◦ Subject to annual terms and manual activation. ◦ No programming knowledge needed. -
34
CRBMS
Titanium Systems
The Car Rental Broker Management System (CRBMS), developed by Titanium Systems, is a comprehensive web-based platform designed for vehicle reservations. This intuitive and accessible car rental management solution can be tailored to fit specific business needs and aligns with the standards set forth by the OpenTravel Alliance (OTA) and the Association of Car Rental Industry Systems Standards (ACRISS). Among its numerous enterprise-level features are capabilities for managing fleets and fines, handling billing and invoicing, overseeing reservations, tracking vehicles, and generating quotes and estimates, making it an ideal choice for car rental brokerage firms of all sizes. Titanium Systems boasts a strong track record with various installations, showcasing their extensive experience with brokers who handle anywhere from thousands to hundreds of thousands of reservations annually, whether they operate with just a couple of agents or manage large call centers. This adaptability ensures that CRBMS meets the diverse needs of its users effectively. -
35
Kyon CRM
Kyon CRM
Kyon CRM is a comprehensive, online customer relationship management solution designed specifically for dog trainers and training schools, presenting an integrated platform that enhances client engagement, appointment scheduling, billing, communication, and performance evaluation. This system centralizes the management of clients and leads, allowing users to keep thorough records of dogs, contacts, and their training progress; it also includes features for creating proposals and managing deals, scheduling both private and group lessons, tracking attendance, and overseeing tasks. Trainers benefit from an integrated calendar that simplifies the setting of reminders and appointments. The invoicing feature enables users to create professional invoices, accept payments through Stripe, PayPal, or credit cards, and manage expenses with ease. Additionally, Kyon CRM offers automation capabilities such as automated payments, online reminders via email or SMS, customizable message templates, and an API equipped with a robust query system for seamless data retrieval or updates. This makes Kyon CRM an essential tool for optimizing operational efficiency and enhancing the overall client experience in dog training businesses. -
36
Method:CRM
Method Integration
$25.00/month/ user Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs. -
37
Fusion Software
Fusion Software
Enhance your sales and boost the efficiency of your sales force with our user-friendly CRM system, designed to help you save both time and money. Effectively capture, oversee, and bill for your time, while simultaneously elevating customer service standards. Manage quotations, planning, tracking, and invoicing for your projects all from a single platform. With a fully integrated Customer Portal and Online Store linked to our ERP system, your operations will run smoothly. Recognizing that every business has its own unique needs, we offer customized system designs tailored to your specifications. Benefit from comprehensive inventory and stock control management across multiple warehouses, complete with bill of materials, barcode scanning, and additional features. Take charge of all your accounting needs with our all-in-one Accounting & Finance module that is seamlessly integrated. Our intuitive HR solution simplifies staff management, allowing for paperless handling of leave and expense claims, making HR processes easier than ever. Additionally, optimize your manufacturing workflows by managing costs, machinery, and raw materials efficiently. With our solutions, you will not only streamline operations but also drive growth and success in your business. -
38
SolarLogics
Logics CRM
$45.00/month/ user Solar companies can enhance their sales workflow through a comprehensive CRM solution that encompasses every stage from lead management to financial assessments, proposal creation, e-signing, and invoicing. With Solar Logics, users benefit from an integrated solar panel system sizing and cost estimation tool. Recognizing the diversity in calculation methods among installers, Solar Logics enables customization by allowing users to input their specific technical, geographic, and construction parameters into the calculator. Regardless of the number of lenders involved or the locations of clients, this platform facilitates the entry of loan information and incentive details, which are utilized to project both immediate and long-term savings in the generated proposals. Furthermore, Solar Logics crafts detailed solar energy system proposals that include visual aids such as charts and tables, showcasing the electricity expenses prior to and following solar setup, as well as savings, incentives, the anticipated payback duration, and a thorough breakdown of the loan repayment plan. In this way, the solution not only simplifies the process but also enhances the clarity and professionalism of presentations to clients. -
39
Freightistics
Freightistics
$750 per monthCost-effective web-based courier and transport software designed specifically for Road Distribution in both Ireland and the UK. This software is perfect for managing courier dispatch schedules and freight operations, enabling you to cut costs and enhance your business efficiency. Whether you are a startup or an established courier service, our solution is tailored to help you minimize expenses and IT overhead while providing an effective day-to-day management system. With no hardware requirements, you can operate seamlessly on your current PCs and internet connection, allowing for a quick setup process. Explore the features below to determine which product best meets your requirements—be it Freightistics (the complete system), ConsignBook (for online bookings), or Translabel (for on-site end-of-day processing). Freightistics serves as an online courier management system designed to streamline the operations of courier and transport businesses, overseeing everything from order entry to customer invoicing. Additionally, our Pro version includes a comprehensive list of key features that can further enhance your operational capabilities. With our software, you can expect to see significant improvements in both productivity and service delivery in a short period. -
40
VISION CRM & MIS
PSP
VISION is a highly adaptable CRM and Management Information System designed to facilitate the operation of your business effectively. Serving as a comprehensive data hub, it integrates quality management, project management, and financial management seamlessly in real-time, all on a single screen. This robust Custom CRM and Management Information System consolidates all your business data and controls within one centralized platform. The modules and dashboards of VISION can be tailored to meet the specific needs of your organization, allowing for efficient management of customer contacts, supplier relations, and sales planning. Additionally, you can synchronize emails with Outlook, monitor your email marketing efforts, and generate quotes and invoices effortlessly. Furthermore, VISION empowers you to oversee large-scale projects and manage distinctive quality systems throughout the entire organization, ensuring streamlined operations and enhanced productivity. Ultimately, with VISION, businesses can achieve a higher level of control and insight into their operations. -
41
CMA
Use CMA
£49/month CMA is an all-in-one client management platform designed to help tradespeople manage their businesses more efficiently and reduce time spent on administration. The software brings together client management, professional quoting, invoicing, scheduling, messaging, document sharing, and payment collection into one centralized dashboard. CMA is built specifically for trades such as plumbing, electrical work, carpentry, landscaping, roofing, painting, and general contracting. The platform allows users to quickly create branded, itemized quotes, attach photos, and send them directly to clients for approval. Once accepted, quotes can be converted into invoices with online payment options to simplify billing and improve cash flow. CMA also includes appointment scheduling tools that let clients book available slots while helping businesses avoid double-booking and missed appointments. The client portal gives customers a professional self-service experience where they can access documents, quotes, invoices, and communications in one place. Additional features such as client messaging, broadcast emails, task checklists, and media portfolio management help tradespeople stay organized and improve customer communication. CMA integrates with Xero to automate invoice syncing and simplify accounting workflows for business owners and accountants. The software is designed for ease of use, allowing tradespeople to get set up quickly without technical expertise. CMA helps small trade businesses improve organization, present a more professional image, and spend more time focusing on their work instead of paperwork. -
42
Info-Tech CRM
Info-Tech Systems Ltd
$2Info-Tech CRM serves as a comprehensive customer relationship management solution tailored for small and medium enterprises, enabling them to enhance their sales operations effectively. This platform allows businesses to seamlessly capture leads from Google and Facebook advertisements, consolidating them in one accessible location. It covers the entirety of the sales process, facilitating everything from lead management and follow-ups to generating quotes and collecting payments. With integrated tools for accounting, HR management, and communication, it simplifies workflows and minimizes the reliance on various separate applications. Additionally, the platform incorporates AI-driven functionalities that aid in composing emails, providing sales analytics, and suggesting next actions. A mobile application empowers sales teams to oversee leads and monitor activities while on the move. To further boost efficiency, automated reminders and workflows are in place, ensuring timely follow-ups that can lead to better conversion rates. In essence, Info-Tech CRM streamlines the management of sales processes, enhancing both productivity and revenue growth while allowing businesses to focus on what they do best. Ultimately, it represents a modern approach to sales management, making it an indispensable tool for SMEs. -
43
streamSWEET
Stream Interactive
$5000 one-time paymentStream Interactive is a well-known web-based software developer based in Auckland, New Zealand. We specialize in the development and maintenance of association management software. We have extensive experience in developing web-based software solutions that will help companies do business online. Our web-based association management software - AMS - will help you improve your efficiency. Software to manage organizations. All aspects of managing your professional association can be combined in one website solution. This will save you time and help you save time. Our membership management system can be customized to meet your needs. Automate membership renewals. With a simple wizard tool, new and existing members can sign up online. Online payments can be accepted, automated fees calculation, invoices and statements sent, and time can be saved for other tasks. Communicate, inform, and engage. Use online dashboards and login pages to deliver information, news, or other online resources directly to your members. -
44
Current RMS
Kerridge Commercial Systems
$50.00/month Current RMS is a comprehensive cloud-based software designed specifically for managing rentals in the audiovisual, lighting, broadcast, production, and events industries. This all-in-one platform enables businesses to efficiently oversee every stage of the rental process, starting from the initial request all the way through to invoicing, by utilizing robust tools for generating quotes, managing inventory, facilitating online quote approvals, and maintaining customer relationships. With an intuitive drag-and-drop editor and pre-built document templates, Current RMS allows users to easily create quotes, proposals, invoices, and rental agreements. Additionally, it offers smooth integration with accounting software like Xero and QuickBooks Online, further enhancing its functionality for users. This makes it an invaluable tool for businesses looking to streamline their rental operations. -
45
Vela CRM
Vela
$25 per monthVela stands out as the most potent and adaptable customer relationship management system tailored specifically for the tuition sector. Designed from the ground up to cater to the needs of some of the leading tuition businesses globally, Vela enables you to streamline your operations, enhance efficiency, and eliminate the need for disparate systems, cumbersome spreadsheets, and intricate integrations. With Vela, you can efficiently oversee your everyday responsibilities, handle all aspects of billing and invoicing, generate detailed reports, and so much more. It allows for comprehensive tracking of all leads throughout their entire journey. Additionally, it calculates expenses, profits, and margins in real-time while automating various tasks and document creation. This automation empowers your staff to concentrate on the most promising leads and effectively manage their daily agendas, ultimately boosting productivity. Furthermore, Vela's robust features ensure that every aspect of customer relationship management is seamlessly integrated into one user-friendly platform.