Best CRM Software for Freelancers - Page 20

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

Fonn is the new way of managing your construction projects. We have consolidated drawing storage, documents, progress tracking, and on-site communication to one platform. Your job site will be more productive with an easy-to-use field tool and an easy-to-understand office tool all in one. This will make your office more informed and more productive. Stop using multiple tools for managing your job site. Fonn is your best choice. Fonn can help you bring order to your job site.

Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.

forms.app is an easy-to-use online form builder that allows users to create forms with just a few clicks. It offers over 30 question types, including signature, opinion scale, star rating, selection matrix, file uploads, payment, and more. The forms look super clean and modern. Users can switch between a one-at-a-time conversational layout and a list view layout where questions are listed in one or multiple pages. forms.app offers powerful form-building features, such as conditional logic, auto-scoring, multiple endings, multilingual forms, save as draft & continue later, auto-emails, custom PDF exports, custom CSS, custom domains, and more. It has an AI form generator option to get started, where you type what you need, and the AI creates the questions for you. The platform also offers customizable form templates for various form categories, such as registration forms, application forms, feedback forms, booking forms, etc. The free plan has a 100-response limit per month, which is much more than some other form tools. On paid plans, the platform offers a significant annual discount, making it a better option for longer use.

Say goodbye to seeking validation through compliments with automated customer testimonials. In just 10 minutes, you can set up a system that simplifies the collection of high-quality testimonials, an essential aspect for any business. Traditionally, this process has involved tedious communication and coordination. Endorsal transforms this experience by fully automating the workflow, allowing businesses to save both time and resources. By enhancing your conversion rates, fostering customer loyalty, and bolstering your brand's reputation, this service delivers significant value. You have the flexibility to select the information you wish to gather from your customers and customize the form to align with your brand's identity. Once that’s done, you can effortlessly send automated review requests through email and SMS. With a variety of sleek, responsive templates available for customization, or the option to create your own using our REST API, embedding testimonials can be accomplished within minutes, even without coding skills. Moreover, customers can conveniently share their feedback on popular review platforms such as Google My Business, Facebook Pages, and Yelp, enhancing your online presence. This streamlined approach not only simplifies the testimonial process but also encourages more customers to share their positive experiences.

Dot.vu is an Interactive Content Platform that empowers brands to create Interactive Experiences that engage, entertain, and educate their audiences – without writing a single line of code. With the Dot.vu platform, users benefit from complete creative freedom in crafting unique Interactive Content that distinguishes their brand from competitors, provides customer insights, generates leads, and boosts conversion rates. Unleash the power of data with Interactive Content. The Dot.vu platform enables you to track your KPIs through visual dashboards and reports and zero- and first-party data for more customer insights. The more data you collect, the more you can personalize your Interactive Content and adapt it to your buyer’s journey. Say goodbye to multiple platforms and apps for one project. With Dot.vu, you can create, publish, manage, and track your content on one platform. If time is of the essence, our Agency Service guides, supports and creates Interactive Content for you. Save yourself some time, as well as costs, and create better Interactive Content for your customers.

Isn't it exciting to think about capturing the attention of your customers and keeping them informed? Beupify offers a diverse range of widgets that can be seamlessly integrated into your website, allowing you to instantly inform customers about updates to their products. This powerful tool enhances your business's value and boosts conversion rates by fostering communication with your customers and nurturing long-term relationships through visually appealing widgets! Utilize customer feedback effectively to strengthen your brand's identity, elevate conversion rates, and ultimately build lasting customer loyalty. With Beupify's engaging and targeted notification widgets, enhancing your business value becomes a straightforward task. Keep your customers informed with these captivating widgets and precise notifications. Remember, customer feedback is crucial for your success! Ensure that you establish channels to gather task-based feedback and closely analyze user behavior. You'll be pleased to witness the growth of your business and the improvement of your product, all thanks to the exceptional tools and insights gained from the feedback you collect. The journey towards a thriving business starts with understanding your customers better!

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Enhance the user experience by customizing the onboarding process for each user while re-engaging those who have become inactive through engaging videos delivered via push notifications, alongside a fully automated campaign to activate users. Encourage users to return to your application by providing tailored content and special offers, incentivizing them to refer the app to their friends, and implementing strategies to retarget users even if they have uninstalled the app. Reach your customers effectively by retargeting them as soon as they interact with your links across all major social media platforms, ensuring you can connect with them wherever they may be. With marketing automation, you can maximize your campaign effectiveness without additional effort, similar to the benefits offered by CRM marketing automation tools. Appgain’s automation features will allow you to respond automatically to user behaviors with personalized messages and utilize retargeting short links to guide customers to specific pages within your app. Additionally, you can accurately measure the ROI and ROAS for each channel used to acquire customers, providing valuable insights to optimize your marketing strategies further. By leveraging these tools, your overall customer engagement and retention can significantly improve, ensuring a thriving user base.

Reeview leverages the power of behavioral psychology to help business owners get more reviews online from customers on a scale not seen before. Businesses can easily create a steady stream of positive reviews through the power of email, sms and automation. This will help them build a stronger reputation and increase their ranking, which will lead to more sales.

urLive makes it simple for your customers to start a high-definition, live video call to your team. A no-code deployment cloud service: configured, managed, and supported through a straightforward web portal. Unlike teleconferencing services: • Your team can answer multiple, simultaneous inbound video calls from the same link. • No download, install, password, or account creation required. • Customers start unique private calls to your designated team with one-click activation of an endlessly reusable URL – an Infinity Link. • Infinity Links are brandable text-based URLs that can be shared on your website, CRM, social media, chatbots, kiosks, SMS/text, and email to complement or upgrade communications. • Video calls are made from any platform or device via a browser. • Calls are automatically routed to designated groups and specific individuals based on easily modified rules of availability and expertise. • Answered calls don’t require a host and can be shared with other agents by adding them, forwarding, and transferring. • Includes an option to schedule calls. • Capacity Services™ can answer calls when your team is unavailable Personalize engagement with customer-initiated live video calls

Our CRM solution merges the user-friendly aspects of basic CRMs with the robust capabilities of top-tier platforms, all while delivering an exceptionally streamlined user experience. With Veloxity’s innovative sentence-based Rules Engine, automating routine and repetitive tasks is as simple as completing a few fields. Whether it's scoring leads, assigning tasks, or sending out scheduled emails, the Rules Engine handles it all and much more. Crafted by experts in machine learning and sales, Veloxity aims to provide the most effective, smart, and automated tool for sales and marketing, built on a flexible platform that can easily cater to your unique requirements. This ambitious vision has come to fruition and is now accessible at competitive prices compared to other market offerings. Empowering your sales team with this advanced tool can give them a significant edge against competitors in the marketplace. It’s the perfect opportunity to elevate your sales processes and drive better results.

PHP CRM is a web-based CRM software. It allows you to manage customers, leads, proposals, estimates and invoices. PHP CRM is a self-hosted web-based CRM software system.

Breezit helps service providers in the events industry run and grow their businesses without increasing stress levels. Whether you’re an event photographer, a wedding venue, or a catering business, Breezit holds all the tools to turn your routine a breeze. In a few short minutes, you will be able to set up your service profile, get a clean SEO-optimized service listing, innovative booking link, calendar with dynamic pricing, contract and payment capabilities, and other tools to make your business processes frictionless. Freelancers and small businesses using Breezit save up to 80% of their time on management processes.

You can easily set up a platform that is intuitive, user-friendly, and cost-effective for your employees. To gauge employee opinion about your company, run an eNPS survey. You can use the data to identify supporters and detractors. Compare engagement scores and user trends to determine if they are in line with the internal benchmarks within your organization. Continuous feedback is collected at regular intervals to obtain authentic data. Use the conversation feature to make appropriate actions. Categorised questions are quick, simple, and engaging, which reduces survey fatigue. Engage heatmaps allow you to take prompt action. Easy customization makes it easy to create, manage, and update employee-friendly survey templates on multiple platforms. Your workforce will love a quick and easy survey experience that takes no more than 5 minutes. Vantage Pulse is a survey tool that can be used by large and small organizations. It allows you to receive feedback that is tailored to your specific departments and teams.

With Retamo, you can effortlessly monitor, generate, and assess your company's online customer ratings, ensuring you cultivate the best possible reputation on the web. Discover how to leverage your business reviews effectively with this innovative tool. Keep an eye on customer ratings for both your company and your competitors across more than 50 different rating platforms available online. Encourage your satisfied customers to leave positive feedback on the platforms that matter most to you. By doing so, you can enhance your company's online image and attract even more leads and new clientele. Effortlessly share glowing reviews on social media or incorporate them directly into your website with just a few simple clicks. Additionally, analyze your company's performance and that of your competitors using trustworthy metrics to gain valuable insights. Retamo allows you to keep track of the various rating portals and social networks where your company is featured, ensuring you never lose sight of your ratings. You can also display your company’s ratings across multiple platforms based on specific criteria, making it easier to showcase your strengths and achievements. Ultimately, Retamo empowers you to take charge of your online presence and reputation with ease and confidence.

VirtlX, a SaaS solution that can be customized to support multi-industry business performance is available to all businesses. VirtlX provides a strong ROI and quantifiable deliverables & insight to help in decision-making towards a people-centric and successful business. A simple approach to employee and customer sentiment, as well as in-house training. Flexible commitment terms and cost-effective subscription model. To be successful in marketing, a company must understand customer engagement, feedback, experience, and loyalty patterns. VirtlX is a time-saving and cost-effective method that allows marketing personnel to gather these data points in real time and present this data in clear graphical formats. It has been proven that revenue growth is correlated with the Net Promoter Score (NPS), or Net Promoter Score (NPS). It is widely used by Fortune 500 companies as well as other organizations.

The fastest and simplest method to collect valuable insights from both your customers and team members is now at your fingertips. You can begin within minutes and join the ranks of thousands of organizations that are refining their customer interactions and employee satisfaction. Instantly gather feedback through a tablet or a dedicated device, even when offline. This system provides the versatility to collect information in various settings, whether you’re seeking customer opinions, attracting leads at a trade show, conducting on-location market analysis, or performing an onsite evaluation. Dispatch timely, personalized email surveys to gauge the sentiments of your customers and staff alike. Monitor essential experience metrics such as NPS, eNPS, CSAT, or customer effort score effortlessly. Leverage SurveyKiosk, a comprehensive and scalable solution that captures immediate feedback at critical moments throughout the customer journey. By understanding the reasons behind customer and employee satisfaction or dissatisfaction, you can make informed improvements that drive success. Embracing this approach will empower your organization to adapt and thrive in a competitive landscape.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

Rolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs.

Dex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective.

Multi-unit organizations use SULTS to standardize how every location executes, reports, and improves. The platform layers +25 native modules on top of one operational graph: digital checklists with photo and signature evidence, operational audits, support ticketing, corporate university, internal communications, B2B procurement, project management, and expansion pipeline management. Each module inherits the same unit hierarchy, permissions, and data model, so a change at headquarters propagates instantly to every branch. +1,500 organizations currently operate on SULTS, spanning +92,000 active units and +600,000 users across franchising, retail, manufacturing, agribusiness, healthcare, education, and services. Deployments range from 5 to +3,000 units on a single contract. Per-unit pricing, offline-capable mobile apps for iOS and Android, public REST API, native Zapier and Make integrations, SSO, and role-based permissions for multi-layered organizations.

Pronnel brings AI-powered customer communication, sales management, and automation together in a single platform. Businesses can automate inbound and outbound calls with AI voice agents, engage customers through WhatsApp, website chat, and email, and manage every lead from first contact to conversion. The platform includes a visual sales pipeline, AI chatbot, workflow automation, appointment scheduling, campaign management, and detailed analytics. Designed for startups, growing businesses, and enterprises, Pronnel reduces manual work, speeds up response times, and improves customer engagement by combining CRM, Voice AI, and omnichannel communication into one easy-to-use solution.

Findentity is a document, customer, task, and dictation management system that is efficient. Findentity is the future-proof solution for office management. The software is modular and can be easily adapted to your organization or company's needs. The software's basic module (Findentity), includes powerful data management as well as professional user management. You can create profiles for clients, customers, files, books, and other objects. You can synchronize your data with other programs, such as MS Office and SAP. SAP, MS Office and DATEV are all available, as well as law firm software like RA-Micro and AnNoText. Medical software includes CGM M1, MediStar and others. Document Management System (DMS), Customer Relationship Management (CRM) Speech recognition & dictation RFID & Barcode Thax Software, one of Germany's leading providers of dictation devices and headsets, has sold over 40,000 licenses and thousands of dictation devices and headsets.

Stay organized, manage your finances effectively, and strengthen your relationships with the help of Karani. This platform simplifies financial tracking, allowing you to easily add or import your gifts and pledges, ensuring you are always updated on your funding status. Since fundraising hinges on building connections, Karani helps you recall every interaction, including calls, requests, letters, thank-yous, meetings, and more with your network. By centralizing your fundraising tasks in Karani, you can eliminate the chaos of paper to-do lists and focus on what truly matters. Additionally, it provides a secure place to store the contact details of your donors, prospects, and other key individuals critical to your fundraising efforts. With Karani operating in the cloud, you can conveniently access your information from anywhere at any time with an internet connection. The Karani support team consists of former fundraisers who truly understand the challenges and triumphs of the fundraising journey, offering insights that enhance your experience with the platform. Ultimately, using Karani can transform the way you approach fundraising, enabling you to work smarter, not harder.