Best CRM Software for Google Sheets

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

Track activities, deals and orders. Segment, manage and email your customers.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

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.

involve.me is a no-code funnel builder that helps businesses worldwide turn website visitors into qualified leads. It allows users to create personalized, multi-step flows by combining elements like forms, quizzes, surveys, and calculators into a single, high-converting funnel. Each funnel can be designed to guide users toward a custom outcome while collecting valuable data, profiling responses, and scoring leads in real time. Whether you’re building a product finder, multi-step appointment form, ROI calculator, price quote generator, or lead magnet, involve.me offers the tools needed to capture, qualify, and route leads. Users can create a funnel from scratch, generate one in seconds with AI, or customize one of the 300+ ready-made templates available on the platform. Every funnel is fully customizable—from fonts, logos, and colors to layout and button styles—ensuring a consistent, branded experience. Then, features like conditional logic, answer piping, and logic jumps enable real-time personalization, allowing each funnel to adapt dynamically based on user input. Once published, funnels can be embedded directly on a website, launched as popups, or shared as standalone pages. And, with 60+ native integrations, along with support for webhooks and automation platforms like Make and Zapier, involve.me fits smoothly into any marketing or sales workflow. The platform includes a built-in analytics dashboard that tracks performance, user behavior, and conversion metrics. Users can also generate AI-powered reports that provide summaries and optimization suggestions to help improve results over time.

Key Features of Syncari ADM: Continuous Unification & Data Quality Programmable MDM with Extensibility Patented Multi-directional Sync Integrated Data Fabric Architecture Dynamic Data Model & 360° Dataset Readiness Enhanced Automation with AI/ML Datasets, Metadata as Data, Virtual Entities Syncari’s cohesive platform syncs, unifies, governs, enhances, and provides access to data across your enterprise, delivering continuous unification, data quality, and distribution—all within a scalable, robust architecture.

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.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Survicate is an effortless survey software for getting continuous customer insights at scale. Whether you want to measure customer satisfaction (CSAT), track your Net Promoter Score (NPS), get website feedback, or test product-market fit, Survicate supports any use case related to collecting and managing customer feedback. Why choose Survicate? • Easily create customized surveys and start getting customer feedback within minutes • Run surveys where you need them: via email and link, on your website, in-product, or in mobile apps • Connect with your other tools, such as Hubspot, Salesforce, Mailchimp, and more, via native, one-click integrations • Capture partial responses and target users at various points in their journey With Survicate, you can: • Get constant streams of insights from your customers at all stages of the user journey to better understand their needs • Learn what customers think of your website, product, or customer service and get data to validate your ideas • Automate continuous feedback collection to track key metrics over time • Act on feedback to increase customer satisfaction and loyalty, reduce churn, build better products and develop more effective marketing strategies

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.

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.

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

An all-encompassing marketing tool designed specifically for LinkedIn, our platform aids countless users in streamlining their prospecting processes and expanding their businesses through cutting-edge marketing automation and lead generation capabilities. With Octopus, you can effortlessly manage your LinkedIn tasks, benefiting from a robust yet user-friendly autopilot system that offers an array of remarkable features. Automate sending personalized connection requests to your 2nd and 3rd degree connections, and efficiently message large groups of your 1st degree connections. Additionally, the software enables you to automatically endorse up to seven skills on the profiles of your contacts, and you can visit numerous profiles with ease. Envision a scenario where you can automatically engage with your target audience, express gratitude with a follow-up message after connection requests are accepted, and endorse skills to build rapport, ultimately converting these prospects into clients through effective follow-ups. This software empowers you to establish your own tailored LinkedIn lead generation funnel, enhancing your networking effectiveness and business growth. In today’s fast-paced digital environment, leveraging such tools can significantly boost your outreach and engagement strategies.

Alore Growth OS integrates your growth technology into a single platform, providing all the essential tools required to scale your growth initiatives effectively. It allows you to engage with website visitors, collect their information, and cultivate relationships through email and social media marketing. Discover new leads while also nurturing connections with your current customers, and keep a close watch on your sales team's performance to ensure you are always ahead in the competitive landscape. Automate your sales funnel to consistently generate leads and close deals, accelerating your revenue growth by tenfold. Effortlessly nurture, follow up, and re-engage with prospects as Autopilot enables you to perform a hundred times more follow-up actions. Alore CRM serves as your ultimate sales solution, guaranteeing the generation of continuous, predictable revenue from the very first day. With features that range from locating business email addresses to executing automated drip campaigns and assessing your sales team's effectiveness, Alore CRM encompasses everything necessary for managing a sales team at scale. This tool stands out as the singular solution your business will ever require for achieving sales success. Embrace Alore Growth OS to transform your approach to sales and unlock your organization’s full potential.

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.

Uniqode (formerly known as Beaconstac) is a QR Code generator platform that is focused on enhancing operational efficiency, elevating customer engagement, assessing the ROI of physical marketing channels, and reducing marketing costs. Uniqode boasts a user base exceeding 50,000 businesses across various sectors, such as consumer goods, hospitality, retail, and real estate, from diverse global enterprises and small businesses relying on it for their QR Code requirements.

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.

Empower your remote or internal sales team with a user-friendly CRM designed specifically for small sales forces. There's no need to navigate through complicated formatting or confusing algorithms. Uptics provides just the right tools to enable your representatives to concentrate on selling rather than engaging in time-consuming tasks that don't contribute to their success. You can create an unlimited number of deal pipelines to categorize your various product lines, territories, and renewal businesses—your options are truly limitless. Keep meticulous records of every detail about each prospect to ensure that you never overlook a crucial selling point. Our SmartList feature automatically segments your lists, making organization a breeze without requiring extra effort. Additionally, you can easily track your previous interactions through comprehensive contact history and note-taking capabilities, ensuring you always know where you left off. This streamlined approach not only enhances productivity but also fosters stronger relationships with clients.