Best CRM Software of 2026 - Page 89

Nexivo is an innovative, cloud-based contact center solution developed by Corecognitics, designed to facilitate customer interactions through various channels such as chat, voice, SMS, WhatsApp, and web platforms. Equipped with multilingual AI agents, it efficiently handles inquiries, bookings, and call routing in over 100 languages, while also ensuring smooth integration with services like WhatsApp and Microsoft Teams to minimize wait times and enhance first-contact resolution rates. Among its features are live transfers, cloud-based dashboards, automatic transcripts, and comprehensive analytics, all aimed at improving agent efficiency and providing a tailored, scalable customer experience for both remote and in-office teams. Additionally, Nexivo's user-friendly interface allows for easy navigation, ensuring that agents can focus on delivering exceptional service without unnecessary distractions.

Convertorix is an innovative platform designed for lead management and automation tailored for affiliates and brokers leveraging Telegram to optimize conversions. It effectively organizes chaotic Telegram conversations into a structured, data-driven sales pipeline by automatically capturing every lead, monitoring responses, and delivering timely follow-ups that enhance first-time deposit (FTD) rates. Through Convertorix, affiliates and network managers are empowered to: • 📲 Automatically log every Telegram interaction into a streamlined dashboard • 🤖 Schedule or automate follow-ups effortlessly • 📢 Dispatch bulk messages in mere seconds • 🎯 Monitor lead stages and performance metrics in real-time By replacing cumbersome spreadsheets and manual tracking methods, Convertorix offers a comprehensive SaaS solution aimed at improving efficiency, boosting conversions, and ensuring transparency within your Telegram sales funnel. As a white-label service for affiliate networks and brokers, Convertorix not only enhances partner empowerment and affiliate retention but also increases overall FTD volume — all while allowing you to maintain your own brand identity. Additionally, it simplifies the process of managing leads, making it a crucial tool for anyone serious about maximizing their sales efforts.

Fundex is a smart CRM solution specifically created to facilitate capital raising. Crafted by Fidelman & Co., it enables founders and fund managers to identify, engage, and secure investments from the most suitable investors by utilizing the same data and techniques employed by leading investment banking experts. The platform provides comprehensive onboarding led by professionals, tailored investor lists, detailed campaign analytics, and ongoing data validation to guarantee a seamless and effective fundraising journey. With Fundex's real-time dashboards and bi-weekly strategic reports, teams can enhance their outreach efforts and expedite deal closures, all while benefiting from a flexible subscription model. In addition, the platform's innovative features are designed to adapt to the evolving needs of users, ensuring sustained success in their fundraising endeavors.

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.

Verint CX Automation is an advanced platform driven by artificial intelligence that facilitates the automation of customer experience workflows for contact centers and businesses, streamlining interactions across various channels such as website chat, phone systems, email, social media, and follow-up communications to enhance the overall customer journey while simultaneously lowering operational costs. This system employs conversational AI and bots to support human agents by managing routine tasks, such as addressing frequently asked questions, directing calls, summarizing conversations, providing post-call reports, and organizing feedback, which allows human employees to concentrate on more intricate challenges. With its flexible and modular design, organizations can utilize only the features they require, integrating effortlessly with their current contact center setups or customer relationship management systems without needing extensive modifications. Additionally, Verint CX Automation provides capabilities for real-time data gathering, analytics, and insights, empowering businesses to effectively track and assess customer interactions for continuous improvement. This comprehensive approach not only optimizes efficiency but also enhances the quality of service delivered to customers.

OpenText Experience Cloud serves as an all-encompassing, adaptable platform for enhancing customer and digital experiences by seamlessly merging media, communications, messaging, customer data, and content management into a single cohesive environment, which allows for individualized interactions throughout the customer journey. This innovative solution empowers organizations to dismantle barriers between their marketing, content, and communication infrastructures, while also modernizing and enhancing their existing technology ecosystems, enabling them to implement experiences according to their specific needs, whether through a complete platform or a selection of modular features. The platform's integration of AI and generative AI tools, particularly through OpenText Experience Aviator, significantly boosts content generation, tailors customer interactions, optimizes workflows, and ensures the provision of pertinent, context-sensitive information to customers across various channels. Additionally, it facilitates comprehensive omnichannel engagement, incorporating email, messaging, web, and rich media, as well as orchestrating customer journeys and managing unified customer data effectively. This versatility ensures that organizations can adapt their strategies as required, ultimately enhancing customer satisfaction and loyalty.

Trove is a comprehensive software solution designed to revolutionize and streamline the online sales process for manufactured home dealers by integrating a custom-branded website, inventory management, CRM, digital marketing resources, real-time pricing, and an interactive design studio into one cohesive platform. This innovative system creates a modern storefront tailored to the dealer’s branding, effectively transforming casual visitors into potential buyers by capturing their interest, monitoring their preferences, and providing immediate notifications to sales teams. Dealers can oversee their inventory, manage leads, benefit from multi-location support, and analyze sales performance all from a unified dashboard, while customers have the freedom to browse homes, visualize unique options, and receive real-time pricing information directly on the website. Additionally, Trove features a built-in CRM that empowers sales teams to guide prospects through personalized sales stages, oversee documentation, and seize every opportunity without fail, while the design studio empowers buyers to customize homes, view real-time pricing changes, and conveniently save or share their configurations. Overall, Trove not only enhances the sales experience for both dealers and customers but also fosters better engagement and efficiency within the manufactured home industry.

Aurasell is an AI-first GTM platform built to transform how modern revenue teams prospect, sell, and operate. It replaces legacy CRM and disconnected sales tools with a single, unified system powered by intelligent AI agents. Aurasell automates critical workflows across outbound, pipeline management, forecasting, and deal execution to eliminate manual effort. The platform delivers deep account and prospect intelligence by analyzing global contact and account data in real time. AI agents support territory optimization, opportunity prioritization, and personalized outreach at scale. Aurasell also provides CRO-level coaching that helps sellers improve win rates and execution consistency. Built-in forecasting and scenario planning give leaders confidence in revenue commitments and future outcomes. Conversational intelligence captures insights from meetings and calls without manual data entry. The platform dramatically reduces GTM SaaS spend while increasing sales productivity and velocity. Aurasell enables teams to scale faster with fewer tools and clearer alignment.

PC Bennett’s Automotive ERP software provides a comprehensive, cloud-based enterprise resource planning solution tailored for the automotive aftermarket, leveraging Acumatica Cloud ERP and incorporating industry-specific enhancements to optimize essential back-office tasks such as inventory management, parts fitment, sales orders, service operations, manufacturing processes, supply chain logistics, and customer history all within a single platform. Additionally, their unique AutoFitmentPlus add-on enriches Acumatica’s functionality by incorporating vehicle classification and fitment information, including ACES, PIES, and VIN validation, directly into the ERP system, allowing users to efficiently filter parts and verify correct applications based on year, make, model, and engine specifications, thereby minimizing the need for manual searches and significantly reducing potential errors. This solution also facilitates real-time inventory monitoring, ensures automatic updates to databases, and offers commerce-driven features that synchronize inventory levels and pricing across e-commerce storefronts, making it an invaluable tool for businesses looking to enhance operational efficiency and accuracy. With these capabilities, businesses can not only streamline their processes but also improve customer satisfaction by ensuring the right parts are delivered promptly.

UnifyCX is an innovative customer experience platform that harnesses human expertise alongside advanced technology to offer businesses a seamless and superior CX at scale; it merges globally-sourced support agents with AI-powered tools and automation, ensuring the delivery of consistent, high-quality service. By integrating custom-trained AI with extensive knowledge bases, established policies, and both chat and voice communication channels, it automates routine inquiries, aids agents with immediate support and content searches, generates automated summaries of conversations, and provides performance insights to enhance training, quality assurance, and compliance measures. The platform excels in delivering omnichannel customer support, ranging from Tier 1 to Tier 3 assistance, and encompasses content moderation, revenue-generating interactions, and retention solutions carefully tailored for a variety of sectors such as SaaS, retail, travel, finance, and technology. Additionally, its suite includes AI-enhanced dashboards, comprehensive automated quality assessments of every interaction, and personalized coaching workflows designed to optimize agent performance and customer satisfaction. With its unique blend of human and technological resources, UnifyCX is positioned to redefine the standards of customer experience across industries.

Day.ai is a CRM platform designed with artificial intelligence at its core, effectively integrating the customer's perspective into all business decisions by seamlessly collecting and organizing customer interactions from various sources such as meetings, emails, calendars, and collaboration tools into a cohesive system that removes the need for manual data entry and uncertainty. This platform merges the functionalities of a meeting assistant, CRM, and knowledge repository into a single solution, allowing for real-time capture of notes, action items, contacts, deals, and context regarding sales pipelines, ultimately creating a detailed and searchable history of customer interactions and sales efforts throughout the technology ecosystem. Leveraging sophisticated AI capabilities, it not only summarizes discussions and updates CRM entries but also reveals insights that clarify the dynamics of deals, whether they are advancing or facing obstacles, while also facilitating natural language inquiries and streamlining workflows that minimize administrative tasks and enhance overall efficiency. By doing so, Day.ai empowers teams to focus more on strategic initiatives and customer engagement rather than getting bogged down by repetitive administrative duties.

Gain.io serves as an advanced AI-driven sales assistant aimed at empowering sales and revenue teams to expedite deal closures and enhance efficiency. This innovative platform streamlines the process of lead engagement, customer interactions, and follow-ups across various channels, allowing teams to prioritize impactful discussions over tedious manual tasks. By centralizing all sales communications—including emails, chats, and CRM activities—Gain.io creates a cohesive environment for managing customer relationships. Leveraging intelligent automation and AI-generated insights, it can pinpoint high-intent leads, suggest actionable next steps, and tailor outreach efforts on a large scale. Sales representatives benefit from the ability to monitor conversations, automate follow-ups, and assess performance metrics without the hassle of switching between different tools. Designed specifically for contemporary sales teams, Gain.io enhances overall productivity, minimizes response times, and boosts conversion rates by guaranteeing that no lead or sales opportunity is overlooked. Furthermore, its seamless integration with existing sales processes allows businesses to effectively transform conversations into tangible revenue growth. This makes Gain.io an invaluable asset for any organization looking to optimize its sales strategy.

Mention Me software powers customer retention and referral marketing for more than 400 brands, including Farfetch and PrettyLittleThing. Mention Me Refer rewards word-of mouth to convert customers into brand advocates. Mention Me Retain ensures your loyal customers keep coming back. Our fully customizable customer journey includes 20 languages, 15 reward types, 16 sharing methods, and a unique name share feature that generates 35% more referrals. Advanced AB testing and segmentation can optimize performance. This is the best option for businesses with more than 4000 monthly orders.

Transform and enhance your customer interactions with NetSuite CRM+, a comprehensive front-office solution tailored for contemporary enterprises. This platform delivers users an all-encompassing, real-time perspective of their clientele, ensuring they have access to vital information at every stage of the customer journey. With its extensive features, NetSuite CRM+ facilitates a smooth exchange of data throughout the entire customer lifecycle, encompassing everything from leads and sales orders to fulfillment, renewals, upselling, cross-selling, and customer support. Additionally, it seamlessly connects with top-tier accounting, e-commerce, warehousing, and shipping solutions, further streamlining business operations and enhancing efficiency. Embrace the power of NetSuite CRM+ to foster deeper connections with your customers and drive growth for your business.

CustomAnswers, a 100% customizable CRM platform, is designed to fit your existing business model without any need to be modified. The system standardizes business processes and workflows. A feature-rich CRM can help you increase productivity and efficiency. It streamlines communications, emails, and walks-ins, and records and tracks all interactions. CustomAnswers provides clients with answers to their specific problems.

Build empowering online communities using Insightrix Communities, a premier software designed for brands and organizations aiming to collaborate with their customers or stakeholders. Insightrix Communities provides market researchers, communication experts, and engagement professionals with a comprehensive suite of tools tailored to meet their research and community consultation requirements. The platform boasts powerful online community management capabilities, tools for both quantitative and qualitative research, and an unparalleled user experience that stands out in the industry. Additionally, it fosters meaningful interactions that enhance customer loyalty and drive valuable insights for continuous improvement.

Synthesys, developed by Noetica, serves as a comprehensive orchestration and workflow solution for contact center agents, aiming to enhance productivity while minimizing resource expenditure. This platform provides a range of features including multi-channel support, visual call scripting, an integrated agent interface, management of campaigns, and effective CRM functionalities. Additionally, Synthesys is designed to be scalable, robust, and dependable, making it an ideal choice for diverse business needs. With its innovative tools, it empowers contact centers to optimize their operations and improve customer interactions efficiently.

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.

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.

Thought Industries is the world's most trusted B2B customer education platform. It is designed for software companies, consulting firms and associations as well as CEU providers. Thought Industries delivers engaging learning experiences to your target audience. Thought Industries is more than a learning management system. It allows organizations to create, customize, distribute, and monetize white-labeled online courses for professionals and consumers.

InTheChat is a comprehensive digital marketing customer service solution designed for large enterprises. Renowned brands like JPMorgan Chase, Mayo Clinic, and Universal Studios Florida rely on InTheChat to facilitate seamless communication with their customers through various channels, including SMS, social media, live chat, email, instant messaging, and chatbots. Additionally, the platform offers advanced enterprise features like in-depth performance analytics, secure authentication measures, text analysis capabilities, and skills-based routing for improved customer interactions. This robust suite of tools ensures that organizations can effectively manage customer inquiries and deliver high-quality service.

Texada Software will help you manage your Heavy Equipment Rental and Dealership Management. Texada Software is a comprehensive heavy equipment management solution that bridges seamlessly your sales, rental, and service divisions. Get a 360-degree overview of your business and gain clear insights into the customer journey to optimize your business performance. Connect your teams with integrated solutions designed and developed by industry veterans that understand the independent needs and holistic needs of heavy machinery sales, service and rental organizations. Smart solutions for equipment dealers can help them increase sales, attract new customers and manage the entire customer relationship.

Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.

Wyng is a leading Privacy-First Marketing Platform. Wyng is built on a privacy-by-design API and zero-party data API. It makes it easy for brands and enterprises to deliver customer experiences which are always relevant, welcome, and compliant. Wyng is used by more than 250 brands and businesses to build trusting relationships with their customers. Create your own custom interaction or choose from dozens Wyng templates to engage customers, collect data and build trust. More relevant, engaging experiences increase conversion, collect data, build loyalty and increase purchases. Create world-class experiences with your brand in minutes. Instantly personalize and gain insights using accurate, clear zero-party data. Consent-driven, zero-party data produces better results without privacy concerns. Wyng services will help you accelerate your team and use flexible enterprise-grade tools that can keep up with the pace of the market.