Best CRM Software for Box - Page 2

Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth. Marketing with Zoe - Marketing with Zoe lets teams effectively target their entire addressable markets with hyper-personalization to convert more buyers into loyal customers. Sales with Zoe - Sales with Zoe helps close deals faster by giving every team member useful insights and serving as an intelligent personal assistant for time-consuming tasks. Experience with Zoe - Experience with Zoe is the best way to manage all your interactions in one place, gain insights into client experiences, and pinpoint areas for improvement to maximize customer value. Insights with Zoe - Insights with Zoe (Beta) delivers actionable, decision-grade insights through dashboards, reports, and alerts. Data with Zoe - Data with Zoe is the smartest place to store all your most important data, allowing even the most complex businesses to deploy an intelligent, unified data platform in days.

Caspio is the leading no-code platform for creating online database applications without coding. Everything you need for digitally transforming business operations and workflows is provided in Caspio's all-in-one platform. It features an integrated cloud database, a visual app builder, enterprise-grade security and regulatory compliance, as well as scalable global infrastructure. Caspio is trusted worldwide by more than 15,000 companies. Get it free. Caspio, a pioneer in cloud computing, has been developing its database platform since 2000. It is capable of supporting HIPAA and all Caspio plans offer unlimited users and are competitively priced.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

ConstructionOnline is the only construction management software designed to handle everything a successful construction team needs - integrated financial tools, schedules and calendars, dynamic online takeoff, accounting integration, centralized communication, project tracking, construction dashboards & reports, custom proposals, and so much more. For more than 2 decades, ConstructionOnline's cutting-edge tools have been helping construction pros increase efficiency, reduce rework, improve profits, make better business decisions, and deliver the highest quality construction results. Winner of 32+ product awards, ConstructionOnline™ is consistently recognized throughout the construction industry as the clear choice for construction companies seeking maximum financial, operational, and organizational ROI from a construction project management solution.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

WORKetc is a small business cloud-based platform that powers businesses across the world. WORKetc is the only cloud computing platform that offers integrated CRM, project management, billing, help desk, reporting, and collaboration. This software solution is one for your entire business. All your team can collaborate in one place. One place to support, sell and deliver customers. With WORKetc's cloud-based web and mobile apps you can manage your business from anywhere, whether you are at work, home, or on the go. Say goodbye to complicated integrations and expensive web apps. You can grow your business with WORKetc and enjoy big-time productivity. Every interaction and activity with a contact are recorded. You can browse the timeline or search for and filter records. You can view the activity history for every employee. Eliminate the need for application hopping, and keep all your data in one system.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

VobeSoft's generic system can automate your business processes. You can set up your CRM, workflow, or other processes as you wish.

Maximize your productivity with our intuitive CRM at 8am, featuring a range of tools like shared contacts, notes, files, event calendars, tasks, reminders, and much more, all readily accessible! Our calendar view includes options for both private and public calendars, with the ability to manage single and recurring events, alongside tasks. The dashboard presents a streamlined overview of recent contacts, newly added notes and files, and a list of upcoming events and tasks. Each calendar in 8am now comes with an iCal link for seamless synchronization with your preferred calendar applications, such as Google Calendar or Outlook. Additionally, 8am has partnered with the smartQ workflow management tool, allowing you to display your smartQ tickets directly within the 8am calendar interface! You can also assign custom icons to events and tasks, starting with eleven options, with plans to broaden this selection. Our improvements to the contacts import feature from CSV and Excel files are noteworthy, as it now accommodates various name components, manages duplicates effectively, and even provides an option to reverse an import if needed! Moreover, you can enrich your projects by attaching SpiderScribe mind maps from brainstorming sessions and Firefly design screens from your graphic design endeavors, enhancing collaboration and creativity.

HaystackCRM CRM is a CRM that can be used wherever you are and wherever you are going. Customer relationship management designed for small businesses and highly mobile professionals. HaystackCRM, the most flexible CRM, is easy to use and keeps you connected to your customers, leads, and prospects anywhere, anytime. We created a CRM that you can use in your web browser or as an application. A mobile CRM for small businesses was designed to meet your business needs. Native mobile app that you can use as a business tool. You can fully manage your small business from any device. HaystackCRM allows you to access your contacts and customers as a mobile CRM. This helps you stay connected. You can link your contact management with your sales pipeline to build relationships with your CRM. You can track the status of your sales and generate a quote. You can add a product catalogue of items or services.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Everything you need for an effective research system. Centralize all your research data, improve collaboration and standardize your research process. Share your insights easily. Keep your classification system organized. It is easy to manage tags, properties, and labels. Data security and privacy compliance. Trusted by public and private companies around the globe. Analyze your data to create useful reports. Connect the dots between insights. You can find anything in seconds. You have hundreds of filters at your disposal. AI powered search that works. Standardize your research process by creating templates that everyone can use. Empower more people to do better research. Deep integrations give you real superpowers, access to customer feedback quickly and eliminate complicated Zapier workflows. No additional charges for uploading files of any size or format. Transform audio and video recordings into timestamped transcripts. Instant visibility of who is sharing insights.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Squelch offers a cutting-edge solution for optimizing customer experience by delivering relevant and context-rich insights to agents precisely when they need it, thereby enhancing customer interactions and boosting team efficiency. The platform seamlessly integrates with existing data sources to generate actionable intelligence that aids managers in tracking agent performance, while also equipping executives with valuable insights into the effect of customer experience operations on financial outcomes. Designed with security and ease of use in mind, Squelch requires minimal maintenance and is straightforward to implement. Furthermore, its quick installation process and ready-to-use features ensure that you can start seeing a return on investment within just one day. Squelch integrates effortlessly with the tools already utilized by your support and success teams, significantly amplifying their capability to assist customers effectively. By leveraging Squelch, businesses can significantly enhance the overall customer experience, empowering support and success teams to tackle even the most challenging issues with confidence. This comprehensive approach not only improves customer satisfaction but also drives team engagement and productivity.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

SEGMENTAIL is a comprehensive CRM platform designed specifically for the modern omnichannel retail landscape, enabling you to effectively interpret your clients' data and deliver tailored experiences throughout their entire customer journey. It seamlessly aggregates client-related data, transactions, and promotional information from a variety of sources, including ecommerce platforms, POS systems, and contact management tools. This data is then analyzed to create a distinct profile for each client, integrating both online and offline information into a cohesive whole. By transforming raw data into actionable customer segments, you can engage meaningfully with your audience. The segments produced by SEGMENTAIL empower you to customize your marketing initiatives, provide fully personalized shopping experiences, and achieve enhanced outcomes. Understanding that each client is unique, SEGMENTAIL equips you with all the essential tools for effective communication with each individual, ultimately fostering deeper connections and loyalty. With this platform, businesses can elevate their customer engagement strategy to new heights.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

Affinity provides the insight you need to grow your most important relationships and uncover untapped business opportunities. Its patented technology structures and analyzes billions upon billions of data points from your team's digital communications. Affinity helps teams manage their networks and increase deal flow by unlocking key decision-makers and autopopulating pipelines. Affinity also provides context to your contacts so that you can always see who has spoken to whom and why. Affinity is a tool that allows you to gain deeper insights into your network, and eliminate manual data entry in any industry that relies on building strong relationships.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

In today's fast-paced market, capturing customer attention is increasingly challenging, forcing marketing and customer experience (CX) leaders to drive growth while managing limited time and resources. Pendula harnesses the vast capabilities of generative AI to equip teams with the tools necessary to foster adaptive and impactful two-way customer interactions, ultimately inspiring, engaging, and retaining customers on a larger scale. Positioned as a central figure in the dialogue between businesses and their clientele worldwide, Pendula offers intuitive drag-and-drop features that enable teams to maximize their productivity. By facilitating intelligent action based on real-time data, Pendula activates your entire data ecosystem, making it a cornerstone of next-generation customer engagement and retention strategies. Through its innovative workflow studio, the only constraints are those of your imagination, allowing users to select data sources that highlight crucial moments for their customers, thus enhancing the overall experience. This approach not only streamlines communication but also cultivates deeper relationships between brands and their audiences.