Best CRM Software for Documati

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

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.

Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

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.

Keep your pipeline moving. No matter what your work style or use case, you can set up and customize a process that works for your team. It's as easy as a spreadsheet: adding, editing, and collaboration are all simple. To quickly identify bottlenecks, you can filter, sort, or group your data in any format. You can see the upcoming tasks in all your pipelines. Automatically capture data from all your contacts and emails. You will be notified of any developments in your pipeline. Never forget to send reminders and tasks. You can work where you are most comfortable, in your inbox. Gmail for mobile and desktop, with G Suite integrations (Sheets Chat, Drive, Chat, and more) to make it easy to access and gather data quickly. You can automatically share your team's emails, notes, call logs, and calls with them so you can pick up from where they left off. You can access pipeline data from your pocket and your emails so you always have the context that you need.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.

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)

Redtail 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.

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.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Mojo Lead Manager: Manage contacts, leads, sales pipeline, and take action using our simple to use lead manager. You can import data, post data automatically from our preferred data partners, or use our custom lead capture form to fill your pipeline. Mojo Dialer: The ultimate prospecting tool by the leader in sales telephone technology. Exclusive copper-based technology delivers unsurpassed call quality and first hellos. Simple calling modes and advanced filtering allow for instant access to the most common sales calling logic. Click to Call for semi manual list and nurture dialing. Automated single-line power dialing for up to 85 calls an hour Automated multi-line power dialing - up to 300 calls an hour Mojo Marketing: Use powerful marketing tools to communicate with your client base, nurture it, and convert past clients and leads. Mojo allows you to create letters, envelopes, and labels that you can schedule and print directly from.

HubSpot'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.

It's software that makes it easy to start, manage and grow your own profitable credit repair business. Credit Repair Cloud provides all the tools that an entrepreneur needs in one place. We have helped thousands of people start a business, even without any experience. We can help you add credit repair as an optional service! You can use the same tools that multi-million-dollar credit repair businesses. Powerful, easy-to-use CRM that manages all aspects of your business. The first two clients are the ones that pay, and all the rest are profit. Paid Credit Repair Cloud users have the option to sign up for a website for free, professionally written and ready to go for your Credit Repair Business. Also, 2 months of free web hosting are included. It's easy to customize it by clicking and point. No design experience necessary. Get professional videos and marketing templates to help you build your brand.