Best CRM Software for HubSpot CRM - Page 6

Establishing and maintaining robust customer relationships is essential for enhancing customer retention and reducing acquisition costs. Kilterly plays a pivotal role in facilitating the development of enduring customer connections. Our advanced data analysis engine identifies engaged customers, those who are indifferent, and those at risk of leaving. We have crafted a proprietary survey tool tailored for customer success, which features an innovative method for gauging customer sentiment through their feedback. We empower you to routinely and discreetly assess how likely your customers are to recommend your business or product by measuring Net Promoter Score (NPS). Additionally, Kilterly offers automated communication capabilities that enable you to design campaigns and manage tasks, elevating both the onboarding process and ongoing customer relationship nurturing. Our platform provides the flexibility to select specific customer segments to engage with at the most opportune moments, utilizing various segmentation criteria. You can effectively structure your team’s workflow to ensure that every customer interaction is meaningful and impactful. Consequently, Kilterly not only enhances your understanding of customer needs but also equips you with the tools to respond proactively to them.

Userpilot is a comprehensive platform designed for Product, UX, Marketing, and Customer Success teams. It seamlessly integrates Product Analytics, In-app Engagement, and In-app Surveys to boost product adoption by delivering impactful in-app experiences, actionable insights, and valuable user feedback. Userpilot empowers these teams to create user onboarding flows, launch product announcements, enhance UX and product adoption, offer self-service support, and gather in-app feedback—all without the need for coding. The platform also features advanced Product Analytics tools such as funnels, trends, paths, and cohort analysis, enabling you to make informed, data-driven decisions. With its Custom Dashboards, you can effortlessly create personalized analytics dashboards by dragging and dropping your preferred reports or choosing from pre-built templates. Additionally, Userpilot offers event autocapture and session replay features for deeper insights into user behavior. Userpilot integrates with various third-party tools, including Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, and Salesforce, allowing you to connect seamlessly with your existing tech stack.

forms.app is an easy-to-use online form builder that allows users to create forms with just a few clicks. It offers over 30 question types, including signature, opinion scale, star rating, selection matrix, file uploads, payment, and more. The forms look super clean and modern. Users can switch between a one-at-a-time conversational layout and a list view layout where questions are listed in one or multiple pages. forms.app offers powerful form-building features, such as conditional logic, auto-scoring, multiple endings, multilingual forms, save as draft & continue later, auto-emails, custom PDF exports, custom CSS, custom domains, and more. It has an AI form generator option to get started, where you type what you need, and the AI creates the questions for you. The platform also offers customizable form templates for various form categories, such as registration forms, application forms, feedback forms, booking forms, etc. The free plan has a 100-response limit per month, which is much more than some other form tools. On paid plans, the platform offers a significant annual discount, making it a better option for longer use.

Say goodbye to seeking validation through compliments with automated customer testimonials. In just 10 minutes, you can set up a system that simplifies the collection of high-quality testimonials, an essential aspect for any business. Traditionally, this process has involved tedious communication and coordination. Endorsal transforms this experience by fully automating the workflow, allowing businesses to save both time and resources. By enhancing your conversion rates, fostering customer loyalty, and bolstering your brand's reputation, this service delivers significant value. You have the flexibility to select the information you wish to gather from your customers and customize the form to align with your brand's identity. Once that’s done, you can effortlessly send automated review requests through email and SMS. With a variety of sleek, responsive templates available for customization, or the option to create your own using our REST API, embedding testimonials can be accomplished within minutes, even without coding skills. Moreover, customers can conveniently share their feedback on popular review platforms such as Google My Business, Facebook Pages, and Yelp, enhancing your online presence. This streamlined approach not only simplifies the testimonial process but also encourages more customers to share their positive experiences.

Dot.vu is an Interactive Content Platform that empowers brands to create Interactive Experiences that engage, entertain, and educate their audiences – without writing a single line of code. With the Dot.vu platform, users benefit from complete creative freedom in crafting unique Interactive Content that distinguishes their brand from competitors, provides customer insights, generates leads, and boosts conversion rates. Unleash the power of data with Interactive Content. The Dot.vu platform enables you to track your KPIs through visual dashboards and reports and zero- and first-party data for more customer insights. The more data you collect, the more you can personalize your Interactive Content and adapt it to your buyer’s journey. Say goodbye to multiple platforms and apps for one project. With Dot.vu, you can create, publish, manage, and track your content on one platform. If time is of the essence, our Agency Service guides, supports and creates Interactive Content for you. Save yourself some time, as well as costs, and create better Interactive Content for your customers.

The fastest and simplest method to collect valuable insights from both your customers and team members is now at your fingertips. You can begin within minutes and join the ranks of thousands of organizations that are refining their customer interactions and employee satisfaction. Instantly gather feedback through a tablet or a dedicated device, even when offline. This system provides the versatility to collect information in various settings, whether you’re seeking customer opinions, attracting leads at a trade show, conducting on-location market analysis, or performing an onsite evaluation. Dispatch timely, personalized email surveys to gauge the sentiments of your customers and staff alike. Monitor essential experience metrics such as NPS, eNPS, CSAT, or customer effort score effortlessly. Leverage SurveyKiosk, a comprehensive and scalable solution that captures immediate feedback at critical moments throughout the customer journey. By understanding the reasons behind customer and employee satisfaction or dissatisfaction, you can make informed improvements that drive success. Embracing this approach will empower your organization to adapt and thrive in a competitive landscape.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

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.

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

Zoho Thrive, a performance-based platform for marketing, helps you increase sales and customer profitability. Create brand awareness, improve engagement rates, strengthen customer relationships, and reap the rewards of advocates with one central platform. Increase brand awareness among a large audience. Use affiliates who are trusted to increase brand awareness and new customer growth. Keep new customers interested in your brand. Create engagement activities that are tailored to your customers. Find out what your customers are saying about your brand. Use regular feedback from customers to improve your service. Motivate your loyal customers to spread positive word of mouth about your business. This will increase product exposure and help you build credibility with prospective customers.

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.

ReplyLoop is an advanced platform that enhances revenue performance through structured reply intelligence focused on managing inbound conversations. It efficiently captures messages from various connected channels like shared inboxes and support queues, provides AI-generated reply suggestions, and mandates human verification to maintain high-quality standards before any response is sent. Each sanctioned reply is meticulously recorded, classified, and analyzed based on key performance indicators such as response rates, progress in deals, and conversion metrics. As the system evolves, it uncovers effective reply formats, tones, and content types that yield quantifiable results. This enables teams to develop consistent messaging, minimize response inconsistencies, and access analytics that link the quality of communication to revenue outcomes. By integrating human supervision with AI capabilities, ReplyLoop establishes a continuous feedback mechanism that enhances the effectiveness of replies while preserving brand integrity and control over the messaging process. Ultimately, this innovative approach ensures that businesses can refine their communication strategies to maximize their impact on revenue.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

SatisMeter can identify unhappy customers via email, mobile apps, and web. SatisMeter, a revolutionary multi-channel platform, improves customer retention through in-app feedback. It uses the Net Promoter System (NPS), Customer Effort Scores (CES), and CSAT. It is a must have tool for web and mobile app developers, growth hackers, marketers, and mobile app owners. The average response rate is up to 35% thanks to the unobtrusive, lightweight survey pop-up. It is used primarily to reach unhappy customers, prevent churn, leverage the power of customer advocates, and validate product priorities. Segment.com makes it easy to add the survey to your existing application. We handle all the targeting.

weclapp enables teams to intelligently manage all their key business processes on a single cloud ERP platform. From CRM and inventory management to e-commerce integrations, sales and purchasing, production, and accounting software: we develop each module of our smart ERP software to meet the needs of modern teamwork. Consequently, information about customers, projects, quotes, invoices, items, and orders can be efficiently managed together. The cloud-based CRM & ERP software covers all important business areas of different industries and combines them in a modern, user-friendly application. Due to the easy scaling, the solution is suitable for startups on a growth course as well as for small and medium-sized enterprises.

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.

Delighted is a turnkey platform for customer experience that helps high-growth companies and established enterprises such as Allbirds, Instacart and Invision, Opentable and Affirm to improve customer loyalty through actionable feedback. Customer feedback can be incorporated into your business strategy within minutes, not weeks. Easily customize NPS, CSAT and CES survey templates in Delighted - Send surveys directly to customers via email, SMS text, in app, or link URL. - Create 2-click integrations: Set up surveys and integrate real-time feedback in your existing toolset, such as e.g. Slack, Salesforce and Shopify, Stripe, Hubspot and many more - Surface trends that need immediate attention using AI-driven survey text analysis and pre-built reports. - Get immediate action with email digests and alerts that you can customize by department so that feedback reaches the people who can make a difference

Ion by Rock Content is a no-code interactive content platform designed to help marketers create engaging and personalized digital experiences. It enables users to build content such as quizzes, ROI calculators, assessments, and interactive visuals using customizable templates and a drag-and-drop interface. The platform supports advanced personalization and conditional logic, allowing content to adapt based on user behavior, preferences, and data inputs. Ion also includes A/B testing capabilities, helping marketers optimize campaigns and improve conversion rates efficiently. With built-in analytics, users can track engagement, user journeys, and performance metrics in real time. The platform integrates with CRM and marketing automation tools, ensuring seamless data flow across systems. It also offers global styling features to maintain brand consistency across all content. Additionally, Ion provides reporting tools that help teams make data-driven decisions and improve marketing outcomes. By simplifying interactive content creation and optimization, Ion helps businesses boost engagement, generate leads, and drive revenue growth.

Instantaneous customer service is essential as client expectations evolve; surpass them by utilizing co-browsing and live chat capabilities. Equip your representatives to tackle intricate customer inquiries promptly. With a single touch, connect in real time to enhance conversion rates, whether on a website or mobile application. Our smart bots are designed to provide immediate responses to frequently asked questions, streamlining the support process. By harnessing the combined strength of co-browse and live chat, you can offer quicker and more tailored assistance. Acquire offers straightforward yet effective tools that promote customer interaction and overall satisfaction, ensuring a positive experience for all. Enhanced customer support ultimately leads to stronger relationships and long-term loyalty.

Transform your product into a powerful engine for growth. Provide the seamless, product-focused experiences that users seek and accelerate your business with Appcues. Enhanced user experiences pave the way for quicker and more lucrative growth, which is precisely why we created the Product-Led Growth Platform. Appcues simplifies the process of delivering outstanding user experiences at scale while aligning your organization with the product as its strongest growth driver. From the initial assessment to user advocacy, Appcues empowers businesses to craft product experiences that foster satisfied customers and sustainable growth. Captivate users with tailored onboarding journeys that leave a lasting impression. Effectively onboard and activate users by captivating, informing, and guiding them swiftly to realize value. Boost feature engagement and adoption rates by designing timely, contextual prompts and walkthroughs that resonate with users. By prioritizing user satisfaction, you can ensure long-term success in a competitive marketplace.

123FormBuilder, a Kiteworks company, builds secure forms for registrations, payments, applications, and surveys. Ensure safe data collection with encryption, HIPAA compliance, and Salesforce integration for streamlined workflows. The platform allows enterprises to effectively build, deploy, and manage forms, surveys, and questionnaires while maintaining high security standards. With millions of submissions per month, 123FormBuilder succeeds in regulated areas such as healthcare, government, and financial services.

The Comarch Loyalty Marketing Platform is an innovative solution created to elevate customer loyalty and engagement through dynamic loyalty programs. Designed for businesses across various sectors, this platform enables organizations to cultivate stronger connections with their customers by leveraging data insights and automation. With the Comarch platform, companies can create targeted campaigns that resonate with individual preferences, fostering increased customer retention and brand allegiance. Key functionalities include marketing automation for efficient campaign management, pre-configured customer journeys that ensure smooth interactions, and advanced personalization tools that cater to unique customer behaviors. Furthermore, the platform uses AI-driven analytics to provide deep insights into customer trends. Additional features, such as fraud detection and customizable rewards systems, empower companies to deliver meaningful incentives that encourage repeat business. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.

ContactPigeon, an all-in-one eCommerce marketing platform, helps businesses engage, nurture, and convert website visitors to customers via an omnichannel approach. The platform provides proven eCommerce automations, list segmentation, contact management, easy drag-and-drop email campaign generator, and all the tools that an enterprise needs to massively scale across multiple channels (emails, web, SMS, and push notifications). ContactPigeon serves more than 250 enterprises in the US and Europe. ContactPigeon has been featured in the past by Fortune, smartinsights.com and smallbizdaily.com.

Capture®, the first ever patent software, helps you to capture more leads from website traffic. Finally, there is a way for you to identify and remarket your lost web traffic. This will strengthen your lead generation strategy for a stronger ROI.