Use the comparison tool below to compare the top CRM software for Chat Agents on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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Kommo (formerly amoCRM), is the first messaging-powered CRM in the world. Multi-channel communication allows you to communicate with your customers via messengers, emails, or phone calls using one app. Every interaction with customers can now be personalized and one-on-one. Managers love the powerful analytics, reporting, and automation tools. It's the ideal messenger-based sales solution to entrepreneurs and small businesses.
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Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for. Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships. We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages. Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)
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Redtail CRM
Redtail Technology
$99 per month 2 RatingsRedtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices. -
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Daylite is a unified business management platform created for professionals who sell their time and expertise. Built exclusively for Apple devices, it centralizes CRM, sales, projects, email, scheduling, and notes in one application. Instead of switching between multiple tools, users manage everything from a single connected workspace. Emails, meetings, tasks, and documents are automatically linked to clients and deals for instant context. This connected system reduces missed follow-ups and keeps opportunities moving forward. Daylite integrates directly with Apple Mail, Calendar, Siri, and other native features for a seamless experience. The platform supports customizable workflows tailored to service-based businesses. Teams stay aligned with shared visibility into projects and communications. Offline functionality ensures work continues without interruption. Daylite helps professionals reclaim time and convert it into measurable revenue growth.
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Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!
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LeadSquared
LeadSquared
$25 per user per month 1 RatingAll your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible. -
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Spotler CRM
Spotler
$17.00/month Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business. -
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Method:CRM
Method Integration
$25.00/month/ user Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs. -
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Wealthbox
Starburst Labs
We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions. -
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HubSpot Customer Platform
HubSpot
FreeHubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.
