Best CRM Software for Microsoft Excel - Page 2

Effortlessly scan, organize, synchronize, and share your business cards with CamCard, which allows you to easily capture all the details from your cards and save the information directly to your smartphone with precision. When networking at events such as meetings, trade shows, or seminars, you can securely exchange electronic business cards with new connections, making the transition to a paperless environment seamless. Enhance your efficiency by managing your cards intelligently; you can add notes, set reminders, quickly search for contacts, tag them for easy retrieval, and share them as needed. All your cards are stored securely in the cloud, ensuring real-time synchronization across smartphones, tablets, and web applications, so they are always at your fingertips. This application supports accurate reading in 16 different languages, and allows you to batch scan multiple paper cards to minimize physical clutter. You'll receive notifications when your contacts experience job changes, promotions, or other updates, enhancing your networking capabilities. Additionally, you can exchange electronic cards with others nearby at various events, and by completing your personal profile, you can leave a lasting impression on your contacts, further enhancing your professional relationships. Embrace the future of networking with a tool that not only simplifies card management but also boosts your productivity and connectivity.

Azurepath is a user-friendly lead management tool designed to assist in generating, overseeing, and enhancing prospects. With its intuitive drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically generate crucial insights in real-time. By adopting the Azurepath solution, sales teams can stay organized and never lose sight of leads again, ensuring they have the competitive advantage they have always desired while also keeping track of all account history seamlessly. This comprehensive software not only simplifies lead tracking but also empowers teams to make informed decisions based on actionable data.

Bizstim is a cloud-based business management software solution for small and medium-sized businesses. This software is a great tool for companies that need to schedule, remind, bill, billing, accounting and sales management. Bizstim clients often see a 4x-8x return on their investment within the first month. Our CRM software can make you money! We'll show how to make money by giving you a call or by giving you a free trial of our software. Visit our website to find out more or call our toll-free number to have a conversation.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

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.

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.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

A radically new type of CRM - real-time, entirely customizable, and intuitively collaborative. Your team can create, build and deploy your CRM exactly as you want it. A new paradigm for CRM.

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

Dex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective.

Auric Prospector serves as a comprehensive CRM solution aimed at assisting businesses in connecting their workforce with operational processes. This on-demand customer management platform provides adaptable and inventive features that enable teams to enhance workflows and oversee their contacts, prospects, and clientele effectively. Furthermore, it boasts an extensive array of tools for managing opportunities or leads, delivering customer service and support, overseeing lists, handling contacts, integrating with ERP systems, as well as reporting and analysis capabilities, making it a versatile choice for various business needs. By centralizing these functions, Auric Prospector empowers organizations to streamline their operations more efficiently.

ezeeCRM enhances your sales experience, ensuring a smooth transition from the initial greeting to a successful deal closure through automated processes. Seize every opportunity to connect with potential buyers right when they are ready to engage. Keep all customer-related documents and information centralized, allowing for easy organization of your contacts into relevant groups and categories. Users can access visually appealing and interactive reports and dashboards tailored to their needs, utilizing a powerful report builder that enables the creation of both graphical and tabular reports across various modules in ezeeCRM. Moreover, you benefit from the efficiency and organizational capabilities of a dedicated email client seamlessly integrated within your CRM interface, enabling you to communicate via chat or SMS with customers, colleagues, and partners, while also providing customer support directly through the platform. This comprehensive tool not only boosts sales but also cultivates lasting relationships with your clientele, making it an invaluable asset for any business.

Bauwise construction cost management software allows project managers and project management to work together to understand and monitor the financial performance of construction projects and ensure that they are operating within the budget. Monitor all changes and keep track of any changes to ensure that the budget is current. Track the project's completion, compare actual and projected costs, and identify budget areas that need attention. Avoid running out of cash or going over budget during construction projects. The accounting tool provides insight into the most recent contracts, change orders, commitments, and automatically updated budget lines with expenses. You can also get feedback using the built-in daily report tool. Our software allows you to easily copy data between spreadsheets and request an updated statement from the accounting department.

BlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.

forms.app is an online survey software and form builder that allows users to create surveys and forms with just a few clicks. It also makes it easy to share them and collect large amounts of data. It offers many survey-oriented question types like opinion scale, star rating and selection matrix. Users can also create high-quality surveys in a matter of seconds thanks to its outstanding features such a simple-to-use UI and fully customizable design. The free plan has all the features and a limit of 150 responses per month, which is much more than other survey tools.

Botbox serves as a robust platform aimed at assisting small and medium-sized enterprises in efficiently onboarding customers while automating both acquisition and retention through popular messaging applications. By employing intelligent triggers and straightforward automation, businesses can keep their customers informed about their products and services via these widely-used messaging platforms. This innovative solution can lead to a remarkable 600% reduction in customer churn rates and facilitate increased sales with the aid of pre-designed chatbots. Users have the option to utilize existing chatbot templates or create custom ones, deploying them effortlessly across various channels such as Websites, Messenger, and WhatsApp with just a click. Furthermore, Botbox allows integration with preferred applications to enhance productivity, or users can tap into the Botbox API for expanded functionalities. The platform simplifies the management of new HSM templates, user opt-ins, and WhatsApp notification campaigns, eliminating the need for IT support. This empowers businesses to target specific segments of their audience effectively, delivering the most pertinent information at opportune moments. Additionally, automation tools enable user engagement through the setting of triggers based on behavioral analysis, fostering a more personalized customer experience. As a result, Botbox not only streamlines communication but also enhances the overall efficiency of business operations.

Gain insights into your customer experience by continuously tracking their satisfaction through flexible surveys like NPS, CSAT, and CES. SurveyTown offers tools to gain a deeper understanding of customer sentiment with tailored Net Promoter Score (NPS), Customer Satisfaction Score (CSAT), and Customer Effort Score (CES) surveys. Address and rectify negative feedback while promoting positive experiences by encouraging customers to share their stories on social media. Keep track of your performance over time to inform effective business strategies. You can create various surveys, including NPS, CES, CSAT, ratings, or entirely customized formats. Incorporate diverse question types into your surveys, define unique success pages, and personalize the visual aspects of your survey. Notify relevant members of your organization upon receiving responses, and easily upload your contacts to distribute surveys via email or embed them in follow-up communications like post-purchase or ticket closure emails. Additionally, you can promote your survey links through your website or social media platforms, ensuring broader reach. This comprehensive approach will enable you to enhance customer relationships and optimize overall satisfaction.

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.

Since its inception in 2003, we have provided a complimentary CRM solution to over one million users globally, driven by our commitment to your business's success, with the hope that you will eventually opt for our premium CRM offerings. Sign up for our free CRM today and explore the ways we can assist you in expanding your business, organizing your information, and nurturing your leads and customer relationships. Our free CRM application empowers you and your team to manage all your data from any mobile device, with the option to seamlessly integrate with your mobile calendar, contacts, and additional features. We offer an interface for Zapier and an API for various integrations, allowing you to connect the CRM with platforms like WordPress, Telegram, Discord, and Slack, among others. With Zapier, you can easily link the free CRM to any other tool or system you use. Monitor all activities and manage Twitter campaigns by leveraging our CRM integration, which allows you to tweet, schedule, and execute CRM-driven campaigns effortlessly. You can also add multiple corporate Twitter accounts to automate and schedule your campaigns effectively. Furthermore, the CRM's AI capabilities enable you to facilitate WhatsApp AI chats, enhancing your communication strategies. This comprehensive approach is designed to maximize your business potential and streamline your workflow.

Logicbox provides a comprehensive range of cloud-based business management tools and modules that can be tailored to automate and integrate the distinct processes and workflows of an organization, resulting in a cohesive system. Its features encompass account management, lead generation, configure-price-quote (CPQ), production, and functions related to invoicing, procurement, and inventory management across distribution, installation, and service sectors. Additionally, the platform offers administrative capabilities that allow for personalized notifications, approval workflows, user permissions, as well as custom reporting and analytical insights, enhancing overall operational efficiency. This level of customization ensures that businesses can effectively align the software with their specific operational needs.

An integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing.

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.

Attracting a larger and more satisfied customer base is achievable. With a visual and user-friendly CRM system tailored to your specific requirements, your daily tasks can become easier and more enjoyable. Lime CRM offers a solution that you will genuinely utilize, encompassing all the standard features you would expect from a CRM, including contact management, historical notes, task lists, case oversight, sales transactions, and marketing initiatives. However, the capabilities of Lime CRM extend far beyond the basics. Drawing from three decades of industry experience, we have a deep understanding of the diverse needs that various clients have from a CRM system. This insight has led us to create specialized packages designed for specific industries. If you're utilizing other IT systems in your routine operations, there's no need to worry! Lime CRM seamlessly integrates with most platforms, ensuring you have a comprehensive view of your customers consolidated in one accessible location. Plus, this integration enhances your operational efficiency and equips you with valuable insights for better decision-making.

Addresses the challenges of overseeing contacts and tracking activities from numerous field agents, sales representatives, dealers, channel partners, and staff members. It offers extensive customization options to align with your specific business needs. This comprehensive application boasts both web and mobile interfaces, along with additional modules for digital business cards and file sharing. It also facilitates data preparation, including intricate de-duplication, entity resolution, transformation, merging, and purging of extensive databases located on private clouds or on-site. The system is capable of ingesting structured and unstructured data in various formats. It employs fuzzy logic-based pattern matching algorithms that have been validated across tens of millions of records. Additionally, it supports both on-premise and API-based implementations of a sophisticated contact data extraction program, designed to deliver key/value pairs from textual content. Furthermore, it seamlessly integrates with robotic process automation (RPA) tools, scanners, digital transformation solutions, and OCR/automation software, ensuring a comprehensive approach to data management. This integration enhances the efficiency and accuracy of operations across diverse business environments.