Best CRM Software for Dropbox - Page 2

Airtable is a no-code and AI-powered app-building platform that helps teams connect data, workflows, and collaboration in one workspace. The platform allows users to build custom applications quickly using conversational building and Airtable’s no-code components. Airtable agents help teams move beyond simple AI chat by reasoning across thousands of records and orchestrating actions across operational workflows. Omni enables users to build enterprise-grade applications on top of their Airtable data. The platform supports use cases across marketing, product, project management, operations, sales, design, creative teams, and other business functions. Airtable’s enterprise infrastructure includes HyperDB, support for workflows at large scale, and access to AI models from providers such as OpenAI, Gemini, Llama, Anthropic, and more. Administration features include admin roles, robust permissions, fine-grained RBAC, AI enablement controls, programmatic provisioning, de-provisioning, and IDP-synced groups. Security and compliance capabilities include ISO, HIPAA, SOC 2, EKM, audit logs, e-discovery, data loss prevention, and European and Australian data residency support. By combining no-code app building, AI agents, workflow automation, enterprise governance, and scalable data infrastructure, Airtable helps organizations build smarter workflows faster.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Yalla takes pieces of all the most popular team collaboration softwares that only provide one or two functions and meshes them all into one software. All the best functionalities in one package deal with one simple subscription tier, which, reviewed annually, could be saving your company thousands of dollars that are spent on multiple subscriptions. Think of how many users you have, getting charged per month, per software... Let's simplify things, shall we? The main points that Yalla can accomplish are the to-do lists, the team collaboration, the chat, the client collaboration, the project organization, the funnels for frequent procedures, the timekeeping, the reports, and the integrations. These are just to name a few, you'd be here all day if I listed off everything. The best part about Yalla, we're right by your side the entire trip. We built the software around teams, so we're dedicated to helping you get your team set up and running! To sum it all up in one sentence: Yalla was made to make your life easier, cheaper, and more efficient!

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Bitrix24 replaces separate software subscriptions with a single digital workspace that combines communications, customer management, and project execution. Teams run all daily operations from a central hub featuring a corporate news feed, secure chats, group calendars, and shared workgroups. High-Volume CRM Architecture Trusted by 15 million companies, Bitrix24 CRM structures lead capture, automated sales funnels, and a multichannel contact center. The setup manages incoming requests across phone lines, emails, and social messaging from a single interface. Unified Team Collaboration The platform connects personnel through real-time chats, discussion channels, and HD video calls via Bitrix24 Sync alongside a secure cloud drive for simultaneous document co-editing. Additionally, dedicated external spaces allow teams to collaborate safely with clients and contractors without exposing the main database. Project Tracking and Live Analytics For project execution, Bitrix24 provides task tracking with automated alerts, time counters, templates, and interactive Kanban and Gantt charts. Managers track performance metrics instantly using native BI Builder dashboards, which analyze sales patterns, resource workloads, and operational milestones in real time. Intelligent CoPilot AI and Automation CoPilot AI is built into every core module to handle routine tasks and accelerate planning. The assistant generates text summaries from video meetings, turns voice notes or chat messages into defined tasks, and creates checklists with a single click. With native HR tools, advanced automation, website creation, and an expansive feature suite, virtually everything required for your teams to work smoothly is built right into the Bitrix24 ecosystem.

SurveyLab is online survey software that can be used by Customer Experience, Marketing, Human Resources, or Digital teams. It is used by over 85,000 customers in 65 counties. It offers real-time feedback, multiuser, and multi-language support as well as advanced analytical tools, branding and integration. System offers full support for Customer Satisfaction Surveys (NPS, CES), Market Research, 360 Feedback and Employee Satisfaction.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

QuestionPro is a leader in the online survey software space, approved by over 96% of reviewers online. This software helps you create, send, and analyze online surveys, forms, quizzes, and polls. Additional features let you further customize your survey experience and conduct advanced analyses. And for the times when you need a hand, QuestionPro is always available to help with industry leading 24 X 7 LiveChat for all users. QuestionPro contains 4 product editions - Essentials (the free forever version), Advanced (for single users), Team (for collaboration), and Research (with all premium features). Additional QuestionPro products exist as well for CX, Workforce, and more. Our survey tool contains hundreds of off-the-shelf surveys for you, plus 38+ question types to help you create the perfect questionnaire. After creation, you can then distribute the survey through numerous channels and methods to respondents, such as email, integrated pop-ups, SMS, and social sharing. With over 10 million users across 100 countries, QuestionPro is the survey partner of choice for Fortune 100 companies, academic institutions, small businesses, and individual researchers for 17+ years running.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

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.

LiveChat is a robust customer service platform built to streamline communication for businesses. It unifies website chat, WhatsApp, Facebook Messenger, and Meta Suite into a single, high-efficiency dashboard, allowing teams to manage multi-channel support without increasing headcount. The platform focuses on operational efficiency through AI-powered features. The AI Copilot provides instant chat summaries, smart response suggestions, and grammar correction to maintain a professional tone. Technical features like "Sneak Peek" allow agents to see what users are typing in real-time before they hit send, significantly reducing Average Handle Time (AHT) and improving resolution speed. With a 5-minute setup and over 200 native integrations (including Shopify, WordPress, HubSpot, and Slack), LiveChat seamlessly integrates into any existing tech stack. For teams requiring custom workflows, it offers a robust API and webhooks. LiveChat provides the stability, security, and scalability needed to turn real-time conversations into measurable business growth.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

A web-based software application that is tailored to the client's specific needs. Our services are simple to use and easy to implement. It takes only minutes for a company or individual to use our services. We understand how valuable your time is and have created a turnkey service that will help your business grow. Talygen is simple to use, access, and implement. Talygen allows clients to track and manage their projects, employee progress and performance, profitability reports, and many other things. Talygen offers an easy-to-use online portal, a desktop application with screenshot functionality, and a mobile application tracking system that can be accessed via your Android Smartphone, iPhone, Windows Phone, or Windows Phone. There is finally an online tool that allows businesses, employees, contractors, and everyone else to track their expenses. The key to running a successful business is expense tracking.

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business. Attract Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales. Nurture - Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations. Grow - Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.

Founded in 2008 by a trio of customer support experts, TeamSupport has built its ticketing and live chat platform on the belief that customers are the lifeblood of every business. Over the last two decades, we’ve grown alongside our customers, delivering new and innovative solutions that help them streamline their operations, work more efficiently, and most importantly, raise and maintain high levels of customer satisfaction. We’re constantly adding new AI and automation tools to help support agents spend less time managing repetitive tasks and more time building strong customer relationships that will allow their businesses to thrive well into the future.

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

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.

OneHash has everything you need. The best CRM for startups and small businesses. Get pipeline view, calling and lead management. Email automation is also available. Modern apps for your next gen business. OneHash is the best smart ERP solution in the world. The world's most intelligent CRM helps you close more deals. You will experience a surge of sales, clients are onboarded quicker, and you can achieve more with less. Automate the sales process by acquiring qualified leads, creating and managing opportunities, and automating it. To grow your business, you can use a CRM module that is customer-focused. Cross-channel interactions. All customer interactions can be consolidated under one head to provide seamless, effortless, and high-quality customer experiences. Combine information from calls and mails into CRM Leads. All this is possible with an intuitive system. Automated lead assignment reduces the time and cost of manual assignment. You can now spend your time on customer needs and opportunity-building.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

BlueCamroo is a SaaS Business Management Platform designed specifically for SMB’s that combines many essential business services in a single, easily adoptable and affordable business solution. This fully integrated approach offers SMBs the scope and whole-business approach of larger enterprise level systems, yet delivered in a much more manageable manner. It also makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. In BlueCamroo, each user can to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements. User-Roles are associated with BlueCamroo feature sets and their corresponding subscription plans: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. It can be implemented and managed in a cost-effective manner, while delivering better transparency throughout the entire business, improving efficiency, better data security, and resulting in increased profitability.