Best CRM Software for Freelancers - Page 4

Easy client management! All your information can be managed. All services and interactions can be tracked. This software is designed for the Australian Community, Not for Profit and Health sectors. Xero allows you to automatically invoice members using ChilliDB. You will also receive confirmation of payments as they occur. Integrate with Mailchimp to link your distribution lists from ChilliDB and a MailChimp account. You can save time with Case management tools and Contract management tools that provide dedicated support for national programs. You can send pre-populated online forms to your clients, and their responses will be automatically merged into ChilliDB. With unlimited members, paid or unpaid memberships, and renewal tracking, simplify your membership management. In less than 30 minutes, integrate with your website! Sign up for events and memberships, service directories, newsletter subscriptions, and many other features!

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more. Sumac Case Management is perfect if you’re looking for: - case management software for social workers - social work case management software - human services software - social services software - human services case management software - case management software social services - nonprofit case management software - case management software for nonprofits Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice

AI-Mediated Conversations (AI-MC) is an automated phone routing solution that uses emotion AI, voice data, and voice data to match customers to the most qualified agent to handle their specific call. This match is based upon profile data and our superior algorithms, which are the result of years of research and experience with NLP and behavioral signal processing. Whatever the goal, there is always an enabler that would allow both parties to achieve the desired result. This contributing factor is often a simple, naturally occurring human process: the development of an affinity or rapport between people. It doesn't matter what type of business communication is used (sales calls, support, collection), there will always be interaction between real people, where the affinity is rarely the same between two people. There are certain traits and behaviors that make us more compatible with others than we are with others. To increase sales or collections, you can guide the conversation dynamic. Meanwhile, our Oliver API is the engine that empowers AI-MC and all other integrations(Genesys, Uniiphore,..) that need to incorporate Emotion AI capabilities.

Conclusion elevates corporate process management to a whole new level. Conclusion offers powerful text editing and collaboration tools, a slick interface design and customizable workflows. Conclusion is unique because it automates all processes - from requirements collection to project tracking, tracking, and task management – in one solution. There is no need to integrate multiple tools or purchase additional instruments. Conclusion is the result of extensive research. The interface, data model, and workflow engine are optimized for modern work environments. We understand that every customer has a unique approach and culture. Therefore, we offer several pre-defined methodologies that can be extended by customers.

Select the best experts who are the most qualified in the areas that you want to achieve. With Kolexia, you can optimize your recruitment strategy of KOLs* according to your objectives. This is done through an intuitive interface that allows for precise digital and scientific qualification. Kolexia's database is unique, combining information about health experts and their work. This wealth of information allows for a more in-depth analysis on their profiles, their collaborations and their impact within their field of expertise. This approach allows us to provide a comprehensive, up-to date view from opinion leaders in order to optimize medical strategy. *KOL: Key Opinion Leader

LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

L-Card Pro, the most advanced electronic card management app on market, is L-Card Pro. It has many cutting-edge features such as the ultimate Digital Business Card Design Suite and award-winning OCR Card scanning, Smart Email Signatures, Video Sharing, LCard Analytics, and so much more. L-Card Pro was named one of the top three Emerging Mobile Apps for Businesses at GMASA (Global Mobile App Summit & Awards). This app is gaining popularity as more professionals around the globe trust it with all their business card management needs. L-Card Pro's Card Design Suite allows you to create beautiful, personalized electronic business cards. This unique software gives you full control with a variety of popular themes, fonts and colors. L-Card Pro is far ahead of the rest with the Card Design Suite. Every day, new templates and card designs are created.

With over 8 million users in more than 60 countries, our digital business cards enhance sales effectiveness, foster valuable connections, and minimize your carbon footprint. In the aftermath of COVID-19, traditional handshakes and paper business cards are becoming obsolete. Empower your team with touchless digital business cards that can be easily shared with potential clients and partners during in-person meetings or virtual calls on platforms like Zoom and Teams. Additionally, your employees can photograph any paper business cards they receive without making physical contact, thereby lowering health risks within your workforce. Transitioning to digital allows for instantaneous sharing, tracking of your cards, and leaving a memorable impression on those you engage with. Haystack serves as a smart marketing asset, directing traffic to your website, social media profiles, and other essential company links. You can personalize your company template to feature images, incorporate links to whitepapers, and showcase industry reports, ensuring that your brand stands out effectively. Embracing this innovative solution not only streamlines networking but also aligns with modern sustainability practices.

With a Blinq digital business card, you can effortlessly convey your identity to anyone, anytime, and anywhere. This innovative tool lets you connect seamlessly, allowing you to share your information even with those who do not have the app installed. Embrace the opportunity to differentiate yourself with a sleek digital business card. Blinq prioritizes safety during COVID-19, ensures secure transactions, is environmentally sustainable, and serves as an engaging conversation starter with potential clients. When exchanging digital cards, Blinq keeps track of the details surrounding your interactions, including the location and time of the meeting. Additionally, you can jot down important notes about your connections to remember crucial customer information. The method of sharing your digital business card is entirely customizable to suit your needs. Thousands of users rely on Blinq to manage their professional identities each day, and now you can join their ranks. Extend the benefits of digital business cards to your entire team, allowing you to manage your brand experience effectively. Furthermore, Blinq facilitates integration with your current CRM systems and internal directories, ensuring highly secure contact sharing. By using Blinq, you can significantly reduce your carbon footprint while expanding your network and driving business growth. Embrace the digital age and elevate your networking game with Blinq’s user-friendly platform.

Elevate your digital presence with DIBIZ, a sophisticated and cost-effective digital business card solution. You can create your card in just minutes, featuring impressive rich content that can be shared anytime and anywhere. By opting for DIBIZ, you not only enhance your network but also contribute to environmental sustainability by saving trees. Constructing your unique business card takes only two minutes, and it's both elegant and free. With DIBIZ, you have a durable card that’s always in your pocket—never tearing and never depleting. Thanks to our intuitive dashboard, updating your DIBIZ is a breeze, eliminating the need for reprints entirely. Unleash your creativity like never before, allowing you to display your work through photos, videos, and custom links. The fastest way to connect with your customers is through their smartphones, so leverage our sharing capabilities to spread the word about your brand and make it go viral. DIBIZ ensures you have access to your card at any time, from any location, enabling you to share with friends and colleagues across multiple platforms seamlessly. With DIBIZ, your networking possibilities are endless, making it an essential tool for modern professionals.

Introducing the innovative digital business card designed to engage and inspire your clients in the digital realm. Effortlessly create and personalize chic digital business cards that can be shared with anyone, regardless of distance. Stylish, convenient, and budget-friendly, you can design your business card in just two minutes. The process is straightforward, sophisticated, and free of charge. With Dcard, you have the flexibility to make updates through our intuitive dashboard, eliminating the need for reprinting. Unleash your creativity by showcasing your work with rich media like images and unique links. The most direct connection to your customers is through their smartphones. Leverage our sharing features to make your brand go viral by distributing your Dcard to clients and friends alike. Business cards have evolved to meet the needs of the digital era. One digital card opens up a world of opportunities. Experience unparalleled mobility with our service. We are committed to delivering the finest digital business card experience, focusing on user interface and adaptability across all devices, ensuring you stand out effortlessly. With Dcard, your networking possibilities are truly limitless.

V1CE business cards feature advanced NFC technology, allowing you to effortlessly share your contact information and social media profiles with any compatible smartphone without the need for an app. By simply tapping the V1CE card against another phone, you can instantly transmit all your vital details, eliminating the hassle of traditional paper business cards. This innovative solution places your information right where people are most active—on their phones! Once you place your order, you'll receive guidance on how to submit your logo or design for the card, giving you the flexibility to customize what information you want to share. It's incredibly user-friendly! With just a single tap, you can convey who you are and what you do, making it easy to distribute your contact details, addresses, websites, and emails. This seamless sharing process opens up opportunities for more leads and appointments on the spot, as it can connect to any digital assets, including apps, videos, e-menus, and PDFs, enhancing your networking potential. The V1CE card truly revolutionizes the way you present yourself in a professional setting.

The OVOU smart business card is designed to facilitate the creation and maintenance of new relationships. It allows you to leave a lasting impression on those you meet by enabling them to save your contact information directly to their smartphones. This ensures that you remain memorable even after the meeting has concluded. Your unique identity is what distinguishes you, and with the OVOU Card, you can present a comprehensive and impressive portrayal of yourself that goes beyond just your job title, fostering deeper interactions. Collecting contact information is equally crucial, and OVOU simplifies this process, helping you gather details that allow you to follow up on the most promising leads. The aesthetic appeal of your presentation matters greatly; our matte black cards with silver foil print highlight both you and your business each time you hand out your card. You’ll never face the issue of running out of business cards again, as OVOU does not require an app to operate, and you have the flexibility to update your information at any time, enhancing your networking potential. This adaptability ensures that you can keep your connections fresh and relevant.

Digital Business Cards emerged from a straightforward concept aimed at digitally sharing contact information without relying on traditional paper cards. As a small business operating in Ireland for 15 years, we continuously explored innovative methods to engage with our customers and adapt to technological advancements. Thus, Digital Business Cards was created to fulfill the demand for a contemporary marketing solution that is both eco-friendly and economically viable. We believe you will appreciate it as much as we do, having designed it from the perspective of business owners. True to its name, Digital Business Cards addresses the issue of physical cards often being misplaced or discarded shortly after being handed out. You can effortlessly create your own Digital Business Card, incorporating your company logo, images, contact information, and links to your social media accounts, among other features. Once designed, you can easily share your new card with clients and customers, allowing them to save your details onto their devices with just a single click. This solution is compatible with all devices that have internet access, making it a versatile tool for modern networking. Embrace the future of business connections with Digital Business Cards, where convenience meets sustainability.

HiHello offers a complimentary digital business card and contact management application designed to enhance your networking capabilities. With digital business cards, you can differentiate yourself from others, as they are not only eco-friendly but also cost-effective while ensuring you leave a memorable first impression. You can effortlessly share your virtual business card via a QR code, email, text, social media, and more, allowing anyone to receive your information even if they don’t have the app installed. The Self-Healing Address Book™ automatically keeps your contacts' details up to date, simplifying the management process. You can personalize your address book by adding notes and tags to each contact, and efficiently sort them into groups for better organization. While we understand that some people prefer traditional business cards, our app includes a human-verified business card scanner, enabling you to quickly convert physical cards into digital format and seamlessly integrate new contacts into your network. Embrace the convenience of modern networking with HiHello, where building connections is easier than ever.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Tremendous is the easiest way to distribute digital rewards and incentives globally. Tremendous allows you to instantly reward your recipients using gift cards, prepaid Visa®, cards, cash, or other digital rewards. Companies large and small can easily track, buy, and manage incentive programs at scale with us. Tremendous allows customers to send rewards individually or in bulk. Our API also allows customers to integrate with our API and automatically send rewards. We work with top brands around the world to support their specific use cases, such as market research, customer loyalty and health & wellbeing, employee rewards, referrals, etc. Tremendous is completely free to use. There are no platform fees Tremendous is currently the only platform that allows cash disbursements (Bank/ACH, PayPal). Tremendous has the best international coverage (80+ countries). Tremendous has created the best API in the industry

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.