Best Contact Management Software for Freelancers

Donation tracking problems are something that all non-profits will encounter at one time or another. Inconsistent data entry, massive spreadsheets, and volunteers who move on quickly after training. Donor Tools solves all of these problems. It's so easy to use and yet so effective, you'll be a convert. You can get cash, checks, and in-kind gifts. Online donations are increasing in number. Donor Tools makes it easy to track all of your donations. Once you have provided some basic information about your organization, you can jump in and start collecting donations. Online giving is easy and you can start collecting donations online right away. You can also create funds, enter physical donations, and run reports. The trial has no restrictions. After the trial period, you will be asked to choose a plan and enter your credit card to bill.

Context switching can reduce productivity. Switching between Outlook and your CRM is a waste of time. Keep your teams moving without causing unnecessary delays. Get started today with closing more deals and improving customer relationships. With Prophet CRM, we have helped thousands of companies streamline business processes. Join us today for a demo. Your team uses Outlook every day, so why shouldn't your CRM software? Because Prophet CRM is built into Outlook, it's easy for sales and marketing teams to use. Our dedicated team of project managers will help you to easily adopt the CRM in your company. Our Gold Support plan offers a 2-hour SLA. All support staff are full-time employees based in the United States. Avidian, an employee-owned business, was founded in 2002 in Seattle. It provides a CRM solution directly within Microsoft Outlook.

A repeatable and scaleable sales process will help you win more business. Your existing customers make up the majority of your revenue so be sure to love them. Visual to-do lists can be used to follow up on every opportunity and to retain customers. Connect Xero to WorkflowMax, Gmail and Office 365 for an enterprise solution at a fraction the cost. Exsalerate CRM integrates with Xero. It was created to be your Xero CRM tool. Exsalerate CRM was created because we couldn’t find a comprehensive system that included Pipeline management and Account Management at an affordable price.

Aloware is a call center that supports calls, SMS/MMS, and works with all the most popular CRMs. We have all the tools you need to engage customers, including call tracking, sales dialers, and contact center. Your team will love a central customer conversation hub.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.

Your business' contact and customer information is key to sales, marketing and support activities. Marketing automation can help you increase your business engagement, from awareness to purchasing to advocacy. Team collaboration is key to improving efficiency and business velocity. Face-to-face video conferencing can help you overcome the barriers of distance and increase your sales, marketing, support and business activities.

Mobile communication and payment solutions. Combine messaging channels such as WhatsApp with innovative payments to create Conversational Commerce. We help companies communicate. Our customers use voice, SMS, Voice, and the most popular chat apps, WhatsApp, Apple Business Chat, Google RCS, and WhatsApp. Let the AI bot handle the talking and start a conversation in the channel that your customers prefer. To increase conversions, integrate commerce into the conversation. CM.com is a payment service provider licensed by Apple Pay, Google Pay and WeChat Pay. It offers a variety of options for all channels with Apple Pay and Google Pay as well as Credit Cards and local payments such as Bancontact and Bancontact. CM.com also offers a ticketing platform that helps museums, stadiums and festivals sell and manage any type or ticket. The Customer Data Platform allows you to market on a personal level. Identity and esign solutions ensure authentication in all transactions

We provide a single solution that combines sales, marketing, customer service, and sales teams with a focus to the customer experience. Our mission is to offer equal growth opportunities for all businesses and help them achieve greater output. Features * Growth Hacking allows you to leverage growth marketing and scale your company with it * Convert prospects into customers with SMS & Email Marketing * Never miss a lead with customizable Pop-ups and Forms * Drive leads to a successful conclusion with our Kanban-style boards within the Sales Pipeline * Manage all customer interactions through the Contact Management * Lead Scoring helps you identify qualified leads and improve sales effectiveness Team Inbox allows you to stay in touch with your customers and employees. Messenger enables you to connect with your customers continuously via omnichannel communication * Use Knowledge Base to educate your customers and employees

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

The NOLA Automation Software is all-in-one software that allows you to build momentum in your business. You can create schedule campaigns broadcast, in-outbound predictive and SMS 2 WAY voice drop and email. With our software you also have the option to email a link to your prospect that will redirect them to their accounts via an online portal.

Our CRM makes it easy to get more done starting at 8am. It includes shared contacts, notes, files, notes, files, calendars and events. Tasks, reminders and more. Calendar view with single and recurring events, tasks, and private calendars. View of the dashboard with recent contacts, files and notes, upcoming events, and tasks. Every 8am calendar now contains an iCal link, which you can copy and use for synchronization with your favorite calendar software such as Outlook or Google Calendar. 8am now integrates to smartQ workflow management tool. Display your smartQ tickets in the 8am calendar view! You can now assign custom icons to events and tasks. We started with 11 icons, but we plan to increase that number. We have made contacts import from Excel/CSV files much easier. It now supports all parts of the name, handles duplicates, and even allows you to undo an imported! You can attach SpiderScribe mindmaps from brainstorming sessions or Firefly design screens to your graphic projects!

CorpSync is a powerful solution that automates synchronization between Microsoft 365, Exchange and mobile devices. It also integrates with Outlook. CorpSync allows you to merge data sources, sync Global Address Lists (GALs) with smartphones, manage distribution lists and contact groups, use iOS and Android apps, and send mass SMSs for emergencies. CorpSync is an online solution that does not require any user training and can be used on both mobile phones and Outlook. Sign up for the free trial using your Office 365 email. Key Features: 1. Merge Data Sources: Seamlessly combine contact information from various sources into a unified database. 2. Sync GAL to Smart Phones: Keep your Global Address List synchronized with smartphones for easy access to up-to-date contact information. 3. Contact Groups, Distribution Lists: Efficiently manage contact groups and distribution lists for streamlined communication. 4. Supports On-Prem Exchange, Microsoft 365 and Hybrid Mode: integrates smoothly to automatically import contacts from Azure AD or other contact sources and updates contacts with a nightly sync. 5. Mask Sensitive Contact Information: Boost data security with customizable privacy rules.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

Tubular, a sales collaboration and workflow platform for sales teams, makes managing your sales pipeline easy and less tedious. Tubular is an easy-to-implement platform that provides sales tools that allow your team to focus on closing deals. Tubular makes selling again fun and engaging with features like tracking leads from multiple sources, triangulate data, seamless integration capability, multi-user collaboration, and many more.

Auric Prospector is a CRM solution that helps businesses connect people and processes. Auric Prospector is an on-demand customer management software that allows teams to optimize processes and manage prospects, customers, and contacts. It provides a variety of tools for opportunity management, customer service, support, list management and contact management, as well as reporting and analysis.

An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.

Futuramo empowers teams with the ability to share work, track time, report bugs and report bugs. Futuramo provides essential tools for managing projects in creative teams. Futuramo apps can be used to accelerate collaboration, communication, idea exchange, and communication. You can work effectively with your clients and team on common projects without relying on others. Learn more about Visual Tickets, Tasks, and Time Tracker. Futuramo offers a range of smart apps that facilitate collaboration between clients, teams, and business units. Invite others to join you in common projects, share tasks and tickets, assign work, and much more. Facilitate work for everyone in your team.

eStudio 7 by Same-Page is a simple solution that works for all types of businesses. eStudio 7 doesn't require any software installation and can be used on Windows, Mac, and Linux computers. eStudio 7 costs $59 per month. It includes 500 MB group file storage, 4 FTP servers with 200 MB storage, 3 project modules, and unlimited users. Choose from our contact manager, scheduling calendar, file sharing, file sharing, discussion boards, and project management software to create your custom solution in under 2 minutes. eStudio 7 offers a cost-effective, small- and medium-sized intranet or shared drive solution that will not impact your budget. eStudio 7, which is flexible, affordable, and fast, allows you to compete for new business opportunities and improve communications within your team.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

This solution solves the problem of managing contacts and capturing activities from a large number of field agents and sales reps, dealers and channel partners, as well as employees. Fully customizable to suit your business operations. App with rich features, including web and mobile interfaces as well as add-on modules for digital business cards and file-sharing. Data preparation, complex de-duplication, entity resolution and transformation, merging, purging and merging of large databases on-premises or private cloud. Ingestion of structured or unstructured data in any format. Fuzzy logic-based pattern matching algorithms have been proven on millions of records. Complex contact data extraction program can be implemented on-premise or via API. It returns key/value pairs to text. Works with scanners, digital transformation tools, OCR/automation software, and robotic process automation (RPA), products.

What is Calldrip? And why should my sales team use it? Calldrip has been helping businesses respond to new inquiries for over 10 years. This experience has allowed us to create our suite of sales automation tools, which we have now made available to thousands of customers around the world. We were able to increase the number of conversations between your sales team members and your prospect by triggering a call while they are still on your website. This can result in up to 900% increase in conversation. Salt Lake City, UT is the home of this privately-held, fast-growing company. Today's Google Micro Moments world requires that businesses engage with prospects FAST. Calldrip provides instant engagement and highlights potential issues in sales processes.

InfoServ CRM Platform adheres to security protocols to protect your data. The platform uses secure connections through multiple authorization and authentication policies to ensure reliable and secure connections. Our infrastructure adheres to all important standards to protect your enterprise data. We offer comprehensive security. This includes redundant and highly scalable online infrastructures; monitoring and validation of production systems; multiple internet backbone connections to ensure routing redundancy and high-performance connectivity; continuous monitoring of network traffic; servers located in redundant facilities that are automatically backed down; power systems with multiple power sources, UPS devices, and backup generators to ensure uninterrupted operation. We are constantly reviewing and improving our performance. To ensure that system performance metrics are within acceptable limits, we closely monitor them.

DirectDrop Voicemail allows you to respectfully send voicemail messages that can be customized and allow customers to respond at their own pace. Instead of spending your time dialing and waiting for the phone to ring, let the word get out to your entire audience. Then, spend your time talking to the people who are ready to talk. DirectDrop Voicemail allows you to leave a voice message, without having to call. This allows the consumer to respond at their own time. Your agents will remain focused on answering calls from consumers who are ready to talk. Instead of transferring to the tower, carriers switch to voicemail server. Reaching people is harder than ever, especially when asking for money. You can increase loan conversions by quickly contacting your customers and giving them the power back.