Best CRM Software for Google Drive

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Vcita is an all-in one business management app designed for small and medium-sized businesses. vcita offers a wide range features that help SMBs streamline their daily tasks and operations, and improve their interactions with clients. This will allow them to grow and succeed. The top features include client and calendar management as well as billing and invoicing, online scheduling and lead capturing. vcita integrates with dozens more platforms, including Facebook and Quickbooks.

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.

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.

BenchmarkONE (formerly Hatchbuck) will make every relationship count and help you get the most out of every opportunity. BenchmarkONE, formerly Hatchbuck, is a complete sales and marketing solution for small businesses. It combines CRM, email marketing and marketing automation tools. BenchmarkONE allows growing businesses to easily track prospects and customers, automate followup and track the success of campaigns.

VOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics

ezeeCRM - Enhance your sales with a pleasant selling experience Automate your sales process, from "Hello" through "Closed Won". Engage with your audience at every opportunity. Reach out to the people who are most interested in buying from you. All your data and files should be kept in one place that is relevant to your customers. This feature allows you organize your contacts into groups or into any context you choose. With customized dashboards and reports, users can view statistics in a highly visual and engaging way. A robust module for creating reports. It can create Graphical, Rows & Columns reports from any module in ezeeCRM. All of the automation and organization of an email client is now available within your CRM user interface. You can chat, SMS, and send customer support directly from the UI.

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.

Apptivo CRM Software helps you attract, engage, retain, and delight more customers. No more juggling among multiple apps. You can manage your customers, finances, and support from your pocket. This will increase your productivity and improve your client relationships. All the following apps are available in one CRM: Invoices and Projects, Work Orders. Orders, Estimates. Help Desk. Expenses reports. An easy online CRM system that stores contacts, reminders and files. You can add more apps to the App Store if your business expands and you require them. You can manage your sales pipeline, keep track of employee activities, close more deals, and monitor employee activity. Track your sales and convert them into invoices quickly to get paid!

A digital platform that simplifies, streamlines, and is fully compliant with the law, empowers Pharma Sales & Medical Affairs. Accelerate sales by delivering the right information to the right people on the right platforms with full visibility into prospect interactions. From the ground up, compliance was simplified. We are compatible with Veeva Vault and Veeva CRM. Our data-driven tools provide valuable insight into content performance. Seamless onboarding makes it easier to focus on sales and engage with prospects. We understand how important compliance is for your business. MobileLocker makes compliance easier than ever. MobileLocker makes it easy for your team to access the latest version of any asset they upload, regardless of whether they are on a mobile device or desktop. You can easily set expiration dates, distribution and other details for all your content.

Axonaut is an all-in-one tool which delivers power, efficiency, and simplicity at a price that won’t break the bank. It's hard enough to run a small business. A CRM should make it easier. All your contacts can be managed in one place. Facilitate customer relations and make them more productive. Create branded invoices and quotes. With one click, convert quotes to invoices. Manage cash flow, expenses, and revenues. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. You can customize your export process and formats. Manage company-specific accounting codes. Manage and create email and text messaging marketing campaigns. Mailing lists can be segmented using multi-criteria to provide a more targeted approach. The Staff Registry allows you to manage your team and all associated costs.

RevCent is a cloud-based suite that enables online sales, subscriptions and usage-based billing. It also offers trial offers and other business tools. Manage credit card payments with complex Payment Profiles and recover declined charges using Decline Salvage Profiles. RevCent's tracking allows you to get insight on customers throughout their entire life. For a complete overview of all features, schedule a demo today.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Our CRM makes it easy to get more done starting at 8am. It includes shared contacts, notes, files, notes, files, calendars and events. Tasks, reminders and more. Calendar view with single and recurring events, tasks, and private calendars. View of the dashboard with recent contacts, files and notes, upcoming events, and tasks. Every 8am calendar now contains an iCal link, which you can copy and use for synchronization with your favorite calendar software such as Outlook or Google Calendar. 8am now integrates to smartQ workflow management tool. Display your smartQ tickets in the 8am calendar view! You can now assign custom icons to events and tasks. We started with 11 icons, but we plan to increase that number. We have made contacts import from Excel/CSV files much easier. It now supports all parts of the name, handles duplicates, and even allows you to undo an imported! You can attach SpiderScribe mindmaps from brainstorming sessions or Firefly design screens to your graphic projects!

KONDESK CRM is developed for immigration consultants specifically. It’s industry-specific workflow allows agents to assure no step of your process is ever missed out. Document management is also easier as it records all the documents of each lead uniformly making it easier to access. Your consultant won’t have to switch between multiple tools for their day to day tasks as it integrates with the leading communication channels like Gmail, Yahoo, with payment gateways like Stripe, with lead sources like Facebook Lead form and Sulekha and a lot more. Overall, it provides 15+ integrations to aid your tasks. You can assure great service to your customers with the follow-up reminders. Every-time a follow-up is due, your consultant gets notified, hence no more lost leads. To make sure your process has no loops, smartly use the Lead Management and Reports feature. Embrace the power of KONDESK CRM and unlock new levels of success for your organization in these highly specialized industries.

Tubular, a sales collaboration and workflow platform for sales teams, makes managing your sales pipeline easy and less tedious. Tubular is an easy-to-implement platform that provides sales tools that allow your team to focus on closing deals. Tubular makes selling again fun and engaging with features like tracking leads from multiple sources, triangulate data, seamless integration capability, multi-user collaboration, and many more.

Sellsy is an online customer relationship management (CRM), and sales management software that helps you manage your sales cycle. Sellsy makes it easy for sales teams of any size or industry to manage leads, create invoices and quotes, and engage customers. Sellsy is a modular offering that can be tailored to meet the needs of each team. It includes business management, CRM/opportunity and subscription management, POS and website blog, as well as purchases, margins and expense tracking tools.

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.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

This solution solves the problem of managing contacts and capturing activities from a large number of field agents and sales reps, dealers and channel partners, as well as employees. Fully customizable to suit your business operations. App with rich features, including web and mobile interfaces as well as add-on modules for digital business cards and file-sharing. Data preparation, complex de-duplication, entity resolution and transformation, merging, purging and merging of large databases on-premises or private cloud. Ingestion of structured or unstructured data in any format. Fuzzy logic-based pattern matching algorithms have been proven on millions of records. Complex contact data extraction program can be implemented on-premise or via API. It returns key/value pairs to text. Works with scanners, digital transformation tools, OCR/automation software, and robotic process automation (RPA), products.

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.