Best CRM Software for Freelancers - Page 27

Workslam is a cutting-edge platform designed for efficient team management and employee appreciation, functioning as both a project management system and a customer relationship management (CRM) tool. It features a comprehensive employee motivation initiative and assessment mechanism, alongside a corporate messenger that facilitates client support and the creation of group discussions. Users can monitor the current status of various business processes, analyze employee tasks and accomplishments, and foster a culture of success that drives individuals to excel in their roles. The platform offers extensive opportunities to engage every team member actively in their work. Furthermore, it allows team members to assess their peers based on key performance indicators, while managers can access detailed analytics for informed decision-making. The corporate messenger doubles as a resource for client maintenance and support, enabling the formation of collaborative group chats. With a user-friendly planning interface that includes Gantt Charts and an efficient kanban-style task management system, users can create new projects, oversee deadlines, and manage the various phases of implementation seamlessly. Overall, Workslam provides a comprehensive solution that enhances productivity and collaboration within teams.

Gain comprehensive visibility into your business operations with Exact Online, which offers a complete suite of integrated online tools tailored for your needs. Beyond just accounting and CRM functionalities, we deliver specialized solutions for various industries, enabling around 500,000 entrepreneurs to transform their ambitions into reality. Exact Online serves as a solid foundation for building a robust enterprise by encompassing both accounting and CRM services, while also catering to specific sectors such as manufacturing, wholesale, and professional services with our all-in-one packages. Experience seamless automation through a flexible subscription model that includes 24/7 access to vital metrics and data, facilitating collaborative efforts to maximize results. Rest assured that your data is safeguarded with top-notch security measures at all times, and all our offerings come equipped with essential accounting and CRM features. If you’re unsure about which product aligns with your requirements, our user-friendly decision aid will guide you in selecting the most suitable option for your business in just a few clicks, ensuring that you make an informed choice. This way, you can embark on your journey towards greater efficiency and success.

Discover user-friendly software tailored for consultancy firms that enhances CRM and maintains connections effortlessly! With all your relationships displayed in a simple layout, you'll gain valuable insights into ongoing matters while elevating customer service standards. Every interaction with clients is documented, allowing you to save time, acquire knowledge, and optimize processes. Gripp serves as a comprehensive solution that restores clarity within your organization, whether you need to generate flawless quotes instantly, manage project tasks with clarity, or execute effective credit management—all functionalities are at your fingertips with Gripp. Enjoy the freedom to work from any location, at any time! Gripp ensures you retain oversight of your operations, so you can relax during your vacation knowing everything is in check. Additionally, our exceptional helpdesk is ready to assist you; explore our support page for extensive resources, and if further assistance is needed, feel free to reach out via email! Your success is just a click away with Gripp.

Plaetos emphasizes the importance of engaging in discussions around significant questions rather than merely seeking answers. Through virtual roundtables, Plaetos facilitates the identification of challenges and the exploration of potential solutions, creating a platform for extensive and meaningful conversations. This space is designed for your community to share their knowledge, feelings, and ideas freely and safely. By expanding leadership opportunities, you can connect with employees, suppliers, key customers, shareholders, citizens, communities, or students. Each discussion is crafted to ensure maximum value, promoting safe and fair dialogue in a moderated environment that allows for anonymity when desired. Participants can engage in asynchronous cross-discussions, fostering deeper interactions beyond just communication with facilitators. Furthermore, the platform’s capabilities allow for effective moderation, issue identification, solution exploration, and sentiment analysis, no matter the size of the conversation. Plaetos seamlessly integrates with Zoom, making it a convenient choice for hosting these impactful discussions. Ultimately, Plaetos empowers communities to think critically and collaboratively, driving innovation and progress.

forms.app is an online survey software and form builder that allows users to create surveys and forms with just a few clicks. It also makes it easy to share them and collect large amounts of data. It offers many survey-oriented question types like opinion scale, star rating and selection matrix. Users can also create high-quality surveys in a matter of seconds thanks to its outstanding features such a simple-to-use UI and fully customizable design. The free plan has all the features and a limit of 150 responses per month, which is much more than other survey tools.

Introducing PRISM CRM, the "Preferred Choice of Leading Companies," specifically designed for the construction and real estate industry, where top construction firms in Turkey rely on its capabilities. Once your clients have established their presence, PRISM CRM allows for seamless management of various processes including Real Estate Management, Sales Process Management, Document Management, Customer Relationship Management, and After Sales and Post-Delivery services. But what exactly is CRM? The data and information you possess become crucial in the competitive landscape between enterprises. So, what makes PRISM CRM an exceptional choice? The surge in the global population is driving rapid transformations in living environments, reflecting changes across numerous sectors. Let’s explore the key benefits of this innovative and groundbreaking integrated CRM tailored for the industry. Understanding how PRISM operates begins with defining the essential elements required for effective system functionality, which includes Projects, real estate listings, pricing structures, floor plans, sales documentation, personnel information, and more. With PRISM CRM, you can ensure that every aspect of your business is efficiently coordinated.

Utilize our Personal CRM to identify individuals you're drifting away from. Let our AI handle the details so you can maintain connections with the people who are significant to you. Nat A.I. has developed an intelligent algorithm that evaluates your data to gauge your level of engagement with contacts. By analyzing the frequency and nature of your interactions, Nat can effectively assess your communication status. Custom Relationship To-do List. We generate a personalized relationship To-do list tailored to you, highlighting those you need to reconnect with, all driven by AI. Our technology scrutinizes your data to pinpoint who you may be losing touch with. A single glance is all it takes to determine your connection status. There’s no need for a complicated dashboard; our straightforward To-do system encourages you to reach out to your contacts directly. Quick and easy setup. In contrast to other relationship management tools, establishing a fully functional CRM with us takes under five minutes, thanks to our automation features. User-friendly experience. Forget about manual data entry or wasting time logging meetings and emails; we eliminate those tasks completely, allowing you to focus on what truly matters. You'll find it seamless to maintain relationships without the hassle of constant reminders.

Implement comprehensive profitability management tailored for MEP contractors to ensure that projects are completed on schedule and within budget by utilizing Metrics MEP, a cloud-based solution for takeoff, estimating, and contract management that enhances visibility into your financial performance. With a user-friendly platform for digital takeoff, you can efficiently oversee your projects to secure profitability, as it has become evident that 30% of MEP contractors face bankruptcy. The primary reasons for this alarming statistic often stem from flawed estimates, outdated material costs, and inadequate job cost oversight. To avoid being part of this statistic, it is crucial to focus on generating precise estimates that safeguard the profit margins of each undertaking, as even minor inaccuracies can jeopardize your venture's success. Metrics MEP eliminates the risk of poor estimates, which can result in financially detrimental projects. It is essential to adopt an estimating tool that simplifies the takeoff process and allows you to seamlessly generate estimates without unnecessary duplications of effort. Traditional methods such as spreadsheets and manual takeoff techniques can lead to inefficiencies and errors, emphasizing the need for a modernized approach in today’s competitive landscape. By embracing advanced technology, you can protect your business’s future and thrive in an evolving industry.

Transform Your Emails into Contacts Effortlessly. Instantly extract every contact detail from your emails, signatures, and calendars, ensuring seamless synchronization with CRM and marketing platforms to keep your contact information current. Understanding How SigParser Operates. We simplify the process for individuals, teams, and entire organizations to discover and refresh their contacts and additional information sourced from emails, signatures, and calendars. Countless Contacts Discovered. Typically, a group of ten sales representatives can uncover approximately 15,600 new contacts within just two years of their email and calendar archives. Regular Scan & Sync Pricing. SigParser conducts automatic scans of all email and calendar accounts several times each day to enhance and update contacts in your CRM and marketing systems. Comprehensive History Scan Pricing. Access up to a decade's worth of past emails and calendar entries to generate a premium contact list ready for integration with CRM and marketing tools. Extensive Developer API Pricing. SigParser provides an extensive range of APIs that developers can leverage for parsing email content, which opens up a world of possibilities for customized solutions. With these tools, you can streamline your contact management process, ensuring that your database remains robust and relevant.

Everything you require to deliver exceptional customer experiences is right at your fingertips. Picture a scenario where every customer service request is addressed swiftly and efficiently, eliminating the chances of miscommunication or the hassle of locating past transactions. Sugar Serve provides all the tools necessary to forge remarkable customer interactions, from straightforward dashboards to comprehensive self-service options. You will always be equipped to meet your customers' needs at any time, regardless of the issue at hand. Many businesses today invest considerable resources to attract leads and secure sales, only to witness those relationships deteriorate due to poor customer service. With Sugar Serve, maintaining customer satisfaction and loyalty becomes a seamless process. This customer support platform is designed with the essential features that service agents value most, ensuring you have immediate access to the vital insights required. Moreover, SugarLive integrates the benefits of omnichannel customer interactions into Sugar Serve, all within a unified service experience. Ultimately, the combination of these tools empowers businesses to not only retain customers but also enhance their overall satisfaction.

Introducing a cutting-edge CRM that prioritizes automation at its heart. Intuitive and user-centered, it is crafted with an emphasis on enhancing the user experience. The interface is straightforward, with buttons and forms placed in logical contexts that are easy to navigate. Built on a contemporary framework, this system is constructed from the ground up, incorporating the latest security measures, speed enhancements, and scalable design principles, making it robust, efficient, and up-to-date. Suitable for a variety of sectors, it is adaptable and customizable for any industry, having proven its reliability in challenging fields like Student Loan Consolidation, Debt Management, and Mortgage services. Additionally, there is a dedicated client portal that allows users to log in for real-time updates, seamlessly linking with the CRM for functions such as receipt management, progress tracking, issue resolution, document uploads, and information updates. With automation at play, your employees will be effectively guided and supported by the system, ensuring a streamlined workflow and increased productivity. This innovative approach not only simplifies processes but also enhances overall operational efficiency.

True Client Pro is a platform for florists and event decorators that simplifies their operations and helps them grow their business. Our software can automate your business processes, including contact us forms, lead management and inventory management, recipe construction, contract negotiation, client portals, and much more. True Client Pro was designed to be a one-stop-shop so that owners can spend more time selling and providing top-notch customer service. True Client Pro's mission is to provide entrepreneurs and small business owners with an all-inclusive platform that simplifies their operations and helps them grow and expand their brand. Mayuri Parikh, founder, was a small business owner for 10 years. She couldn't find a CRM system that would grow with her business, be flexible with her changing ideas, and be user-friendly. True Client Pro was born.

Botbox serves as a robust platform aimed at assisting small and medium-sized enterprises in efficiently onboarding customers while automating both acquisition and retention through popular messaging applications. By employing intelligent triggers and straightforward automation, businesses can keep their customers informed about their products and services via these widely-used messaging platforms. This innovative solution can lead to a remarkable 600% reduction in customer churn rates and facilitate increased sales with the aid of pre-designed chatbots. Users have the option to utilize existing chatbot templates or create custom ones, deploying them effortlessly across various channels such as Websites, Messenger, and WhatsApp with just a click. Furthermore, Botbox allows integration with preferred applications to enhance productivity, or users can tap into the Botbox API for expanded functionalities. The platform simplifies the management of new HSM templates, user opt-ins, and WhatsApp notification campaigns, eliminating the need for IT support. This empowers businesses to target specific segments of their audience effectively, delivering the most pertinent information at opportune moments. Additionally, automation tools enable user engagement through the setting of triggers based on behavioral analysis, fostering a more personalized customer experience. As a result, Botbox not only streamlines communication but also enhances the overall efficiency of business operations.

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

Engage your customers through the innovative feature-voting system offered by Upfeed, which allows companies to gather valuable feedback effectively. By utilizing feature-voting, businesses can accelerate their growth and develop products that truly meet the desires of their users. This approach not only helps in identifying opportunities for product enhancements but also drives revenue expansion while maintaining high retention rates. Empower your users to shape future features by collecting their insights and suggestions. Ditch the cumbersome Trello boards and uncertainty—by sharing your dedicated feedback board, you enable users to contribute meaningfully to the development process. With the ability to upvote ideas, you can easily determine which suggestions resonate most with your audience, helping to prioritize your roadmap more effectively. Avoid wasting resources on features that don't align with customer needs, and automate follow-ups when new features are launched to keep engagement high. Sustaining a strong feedback loop is crucial for continuous improvement. Upfeed consolidates all the necessary tools to create a superior product driven by customer insights, featuring a robust dashboard that guides you toward informed decision-making for your development strategy. Ultimately, Upfeed transforms the way companies approach customer feedback and product development.

ActivePipe is a cutting-edge email marketing tool that leverages smart automation to cultivate client relationships and drive lead generation. Tailored specifically for the unique needs of real estate agents, ActivePipe empowers users to forge connections on a large scale while revealing hidden potentials within their client database. Experience the seamless benefits of email automation as it works in the background to nurture your clients and expand your reach. After an initial setup, ActivePipe continuously guides your prospects through the sales funnel, ensuring you connect with high-quality leads every single day. This allows you to focus more on closing sales rather than spending time on marketing efforts. Leading agents are capable of responding to all their leads within 100 minutes, and ActivePipe simplifies this process by pinpointing valuable prospects who are poised to buy or sell immediately. With leads sent directly to your inbox right when potential clients are ready to make a move, you can anticipate their needs even before you engage with them over the phone. In this way, ActivePipe not only streamlines your workflow but also enhances your overall efficiency in the competitive real estate market.

The experts at PRSONAS™ by nuMedia will help you build a digital workforce that is tailored to your brand and company's needs and easily integrates with your existing software. Imagine your fully customized digital personality interacting with your customers, automating tasks, analyzing, and delivering insights ensuring you provide your customers with superior engagement! The PRSONAS™ digital experience is a touchless engagement that uses natural conversation and expressions to engage your customers 24/7/365. Your custom brand ambassador will set you apart from your competitors, and help you build brand intimacy. Let us work with you to reduce onboarding and operating costs, and keep your existing human staff productive and happy handling high-value tasks.

With OTO, call centers gain complete visibility into customer call conversations within just 20 hours, enhancing their ability to complement NPS scoring through in-call intonation analytics. By pinpointing call agent engagement, businesses can proactively develop their workforce management strategies and streamline the quality assurance process for calls. OTO's language-agnostic capabilities provide diverse output parameters, while its API enables companies to begin analyzing all in-call conversations in a matter of hours. Take advantage of our free trial to start unlocking insights from your call data! Recognizing that voice is a crucial connection point with customers, we aim to empower organizations to effectively comprehend and utilize their voice data at scale. Whether you are creating a mobile application or building data analytics dashboards, our lightweight DeepToneTM engine offers access to robust voice models across any device, enriching your audio analysis with comprehensive acoustic labels suitable for nearly all audio formats. By harnessing these advanced tools, you can unlock new opportunities for customer engagement and operational efficiency.

ARVO BMS serves as a comprehensive Real Estate Business Management System designed specifically for medium to small-sized construction firms, facilitating the management of client needs, project organization, documentation, site execution, engineering changes, and real-time communication regarding projects. By utilizing this system, construction companies can enhance their efficiency in overseeing projects, minimize delays, and achieve better cost optimization, ultimately leading to more successful project outcomes. Furthermore, ARVO BMS supports seamless collaboration among teams, ensuring that all stakeholders are informed and aligned throughout the project lifecycle.

Uniqode (formerly known as Beaconstac) is a QR Code generator platform that is focused on enhancing operational efficiency, elevating customer engagement, assessing the ROI of physical marketing channels, and reducing marketing costs. Uniqode boasts a user base exceeding 50,000 businesses across various sectors, such as consumer goods, hospitality, retail, and real estate, from diverse global enterprises and small businesses relying on it for their QR Code requirements.

We develop user-friendly software applications designed to streamline your business operations, allowing you to automate essential processes effortlessly. With Sales Hiker, you can significantly reduce the time spent on record-keeping and easily access necessary reports, empowering you and your team to focus on critical tasks that contribute to business growth. Our commitment to continuous improvement means we are always enhancing existing features and planning to introduce new ones. Subscribers will also enjoy a mobile app at no extra cost, which mirrors all the functionalities available in the web version. There are absolutely no restrictions, and even administrators can manage their responsibilities through the same mobile application. This enables swift responses to sales inquiries and allows for prompt actions on marketing initiatives, ultimately leading to more successful deals. You can log in using the same credentials you use for SalesHiker CRM, granting all sales, marketing, and field teams the ability to access the CRM from anywhere, at any time. Additionally, you can easily forecast your sales team's performance on a monthly, quarterly, and yearly basis, comparing projected results against actual sales figures to better strategize for the future. This comprehensive approach ensures that your entire team stays connected and informed, enhancing collaboration and driving success.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Gain insights into your customer experience by continuously tracking their satisfaction through flexible surveys like NPS, CSAT, and CES. SurveyTown offers tools to gain a deeper understanding of customer sentiment with tailored Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and Customer Effort Score (CES) surveys. Address and rectify negative feedback while promoting positive experiences by encouraging customers to share their stories on social media. Keep track of your performance over time to inform effective business strategies. You can create various surveys, including NPS, CES, CSAT, ratings, or entirely customized formats. Incorporate diverse question types into your surveys, define unique success pages, and personalize the visual aspects of your survey. Notify relevant members of your organization upon receiving responses, and easily upload your contacts to distribute surveys via email or embed them in follow-up communications like post-purchase or ticket closure emails. Additionally, you can promote your survey links through your website or social media platforms, ensuring broader reach. This comprehensive approach will enable you to enhance customer relationships and optimize overall satisfaction.

Meet Your New Customer Communications Platform A single platform that allows customers to communicate with you via any channel. You will enjoy closer collaboration, more efficient workflows, and happier customers. A central hub for all incoming messages allows you to collaborate more efficiently. You will be more accessible, flexible, and create better workflows using WhatsApp Business, Messenger Messenger, Livechat and Apple Business Chat. Platform Multichannel Inbox Analytics & Insights Channels & Features: WhatsApp Business API Social Messaging Outbound Messaging Livechat Chat widget Teams module Smart routing Call deflection Tag & label management User management Contact management

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.