Best CRM Software for Microsoft 365 - Page 5

Grow In Cloud provides a complimentary and user-friendly customizable client site that enables visitors to schedule appointments, exchange documents, process online payments, and much more. For those with an existing website, our live web widget can be easily integrated, facilitating appointment bookings and lead capture. This live web widget serves as an excellent tool for gathering information on prospective leads, thereby boosting the likelihood of converting them into loyal customers through timely responses. Our instant notification feature keeps you updated with real-time alerts whenever new contact forms are submitted via the live web widget. Additionally, Grow In Cloud's online invoicing allows you to create and dispatch invoices from virtually any location, greatly improving your efficiency and client interaction. With our straightforward invoicing tool, you can save valuable time while enhancing communication with your clients. Furthermore, Grow In Cloud simplifies the payment process, enabling you to receive funds instantly through our online payments solution. We ensure seamless compatibility with payment gateways like PayPal and Stripe, allowing for multi-currency payment processing with minimal fees, making it a practical choice for businesses of all sizes. This comprehensive approach ultimately streamlines your operations and enhances customer satisfaction.

Streamline every aspect of your interactions with prospective clients, starting from marketing initiatives to scheduling business meetings and generating fresh sales prospects. Utilize a unified platform that provides comprehensive insights into customer information. Recognize clients who require additional support and initiate customized communication strategies tailored to their needs. Direct your sales efforts towards those customers who have shown interest in acquiring your offerings. Having precise and trustworthy data is crucial when making informed decisions. The dashboards within your customer management software furnish essential information regarding all sales activities. Activate your trial account today and don't hesitate to seek help from our dedicated support team. Additionally, leveraging these tools can significantly enhance your overall sales effectiveness and customer relationships.

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

CorpSync is a cloud-based solution that seamlessly syncs corporate contacts to employees' smartphones, Outlook, and Microsoft Teams, ensuring secure and up-to-date access to business contacts. CorpSync allows you to merge data sources, sync Global Address Lists (GALs) with smartphones, manage distribution lists and contact groups, use iOS and Android apps, and send mass SMSs for emergencies. CorpSync is an online solution that does not require any user training and can be used on both mobile phones and Outlook. Sign up for the free trial using your Office 365 email. Key Features: 1. Merge Data Sources: Seamlessly combine contact information from various sources into a unified database. 2. Sync GAL to Smart Phones: Keep your Global Address List synchronized with smartphones for easy access to up-to-date contact information. 3. Contact Groups, Distribution Lists: Efficiently manage contact groups and distribution lists for streamlined communication. 4. Supports On-Prem Exchange, Microsoft 365 and Hybrid Mode: integrates smoothly to automatically import contacts from Azure AD or other contact sources and updates contacts with a nightly sync. And more.

Clarify is an innovative autonomous CRM that streamlines the processes of pipeline generation, meeting management, and CRM updates by automatically tracking emails, meetings, and other customer interactions; enriching prospect profiles with essential information; and transforming interest into scheduled calls through intelligent, hands-free follow-up sequences. It equips sales professionals with comprehensive meeting preparation by summarizing previous discussions, product usage, and insights; capturing crucial highlights during calls in real-time; and automatically generating CRM updates, next steps, and workflows without requiring manual input. In addition, Clarify aggregates data from product usage, emails, calls, and website activity to provide a cohesive view of metrics, facilitating no-code workflows that initiate record updates and follow-ups, along with revenue-intelligence dashboards that highlight performance indicators, early warning signs, and potential areas for growth, all accessible through a single web or macOS interface that seamlessly integrates with prominent sales and marketing platforms. This integration not only simplifies the user experience but also enhances productivity by allowing sales teams to focus more on client engagement rather than administrative tasks.

SupaBook serves as a comprehensive client management solution tailored for creatives and agencies, integrating customer relationship management, AI-driven voice responses, and automated processes to facilitate lead progression, maintain project order, and streamline payment collection. This innovative platform aims to enhance efficiency and productivity for its users.

Coffee serves as an AI-driven CRM assistant that streamlines the processes of data entry, contact enhancement, and pipeline monitoring for sales teams. Its fundamental principle is straightforward: when quality data is inputted, quality data is produced. By automating the collection and organization of essential information, it aids teams in maintaining a tidy and thorough CRM, significantly cutting down on the manual tasks that often hinder sales productivity. Coffee not only enriches contact information and tracks the flow of the sales pipeline but also bolsters sales intelligence, enabling teams to devote more energy to selling rather than record-keeping. Rather than depending on representatives to keep every detail, note, and field updated, Coffee operates as an AI layer that enhances CRM hygiene and optimizes customer data throughout the sales lifecycle. This innovative tool is crafted to ensure CRM systems are more precise, up-to-date, and actionable by converting disjointed sales activities into reliable structured data. Furthermore, it offers sales leaders enhanced insights into both pipeline status and team performance, ultimately driving more informed decision-making and strategic planning. By integrating such capabilities, Coffee not only saves time but also empowers sales teams to focus on what truly matters: closing deals and building client relationships.

Handify serves as a specialized Technical Sales Operating System tailored for businesses involved in the sale of ingredients, raw materials, specialty chemicals, and flavors and fragrances, where the product itself is the key driver of sales. This innovative platform consolidates the traditional reliance on generic CRM systems, shared folders, spreadsheets, and email into a single, cohesive solution. It features a customizable technical catalog with versatile product attributes that function as search filters, as well as comprehensive technical documentation—such as TDS, SDS, and certificates—that can be updated universally in real-time. In addition, Handify offers Bundles, which are curated collections of products, documents, and quotes that can be shared with clients in a matter of minutes, ensuring they are always up to date. The system further streamlines quoting processes with approval workflows, manages sample requests, and oversees leads, accounts, and pipelines efficiently. Moreover, the AR Helper component ensures that sales and finance teams remain synchronized regarding outstanding invoices, overdue payments, and credit holds. With built-in AI capabilities, Handify enhances operations by enabling data extraction from technical PDFs, delivering product recommendations, conducting account analyses, and generating insightful narrative sales reports that help drive informed decision-making. This comprehensive approach not only optimizes sales processes but also significantly improves overall operational efficiency.

WRKZY consolidates shared conversations from WhatsApp and email, along with contact and company information, sales pipelines, catalogs, quotes, campaigns, tasks, and workflow automation into a single, organized workspace. This platform enables teams to assign conversations, maintain a comprehensive customer history during transitions, link commercial activities to the relevant messages, and ensure clarity regarding the next actions and responsible individuals. Tailored for B2B sales, customer support, success, and operations teams, it enhances collaboration and efficiency. Additionally, the integration of AI facilitates the creation of summaries, drafts, and useful suggestions, while users retain oversight and accountability for the ensuing actions. Key features include shared WhatsApp and email conversations, team inboxes with ownership and routing options, detailed contact and company records, controls for conversation status, priority settings, follow-up reminders, and SLA management. It also offers configurable sales pipelines, product and service catalogs, streamlined quote creation, buyer-review workflows, WhatsApp and email marketing campaigns, and robust workflow automation capabilities. Furthermore, the AI-assisted summaries help in distilling essential information, making it easier for teams to stay informed and proactive.

AI-BDR is an advanced workspace for B2B sales development that integrates various functions such as CRM, account discovery, account monitoring, sales signals, contact management, outreach, replies, tasks, and follow-ups into a single platform. The Account Watcher feature keeps tabs on chosen companies and public sources, highlighting significant changes while filtering out unimportant information. My Day consolidates essential signals, replies, tasks, and follow-ups, enabling users to concentrate on their next steps. Additionally, AI-BDR offers tools for discovering companies and contacts, email functionalities, opportunity and partnership management, as well as integrations with external CRM and communication platforms. It can seamlessly work in conjunction with systems like HubSpot, Salesforce, and Pipedrive, or function as a standalone BDR workspace that meets all sales development needs. This comprehensive approach not only streamlines processes but also enhances productivity for sales teams.

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

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.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Enhancing customer satisfaction requires actively seeking and responding to their opinions and suggestions. Utilize metrics such as NPS (Net Promoter Score), CSAT, CES, or create your own tailored inquiries. You can conduct a one-off survey, establish ongoing assessments, or gather insights from specific transactions. Effortlessly collect employee feedback on a large scale and create instant reports for your team with just one click. Implement surveys focused on Candidate Experience, Employee Satisfaction, Training Evaluations, Knowledge Assessments, and much more. Optimize the user experience and functionality of your website, application, or product. You can independently launch website surveys without needing IT support and receive prompt feedback on your product inquiries within hours of deployment. Test the viability of your product or service concepts, gain valuable insights into your target demographic, and gather opinions on your ideas. Explore deeper analysis through advanced segmentation techniques. Engage users with voting options, knowledge assessments, psychological tests, forms, and quizzes designed for educational or healthcare contexts. With Startquestion, you will receive comprehensive support throughout every phase of your project, ensuring a thorough approach to gathering insights.

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

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

Sansan is a cloud-based/business-card-based contact management/CRM software for companies and teams. It has more than 6,000 corporate customers around the world. Sansan is a leader in Japan's market and is available in English. Users increase productivity, efficiency, better follow up on leads, and allow companies to collaborate on internal referrals. Sansan's focus is on business cards. They are a rich source for first-party data and can be scanned with great accuracy. To achieve 99.9% accuracy in digitization, we combine OCR with highly secure human transcription in harmony with machine-learning. It's not just English or Japanese. Sansan's intelligent data detection can read and digitize all major languages around the world. This data is the basis of a shared and proprietary database that includes all contacts acquired by a company. The database becomes a valuable company asset that can be accessed via the internet.

You can get real-time, actionable feedback directly from your customers. You can respond in a few clicks! Get 10 surveys and an account completely free! Our customers receive a response rate of 80%+ on average. Customer churn can be reduced by responding to customer issues immediately. Positive reviews and word-of mouth across multiple platforms will increase. We work with many Fortune 500 companies and meet or exceed all GDPR requirements. Send surveys in just 2 minutes. No development required.

JRNI is a platform that allows you to schedule and manage personalized experiences at scale. JRNI offers apps that facilitate appointments, virtual queueing, and events. It also provides industry-leading analytics. JRNI allows businesses to offer remote and in-person experiences which increase revenue, profitability and efficiency, build customer relations, and improve customer satisfaction. JRNI's platform allows businesses to shift from selling products to creating unique experiences by scheduling and managing personal services. JRNI is used by industry leaders such as Urban Outfitters, Visions Credit Union, and U.S Bank to deliver personalized experiences at scale. Visit us at https://www.jrni.com

Saleswah CRM goes beyond being a contact management tool. Saleswah CRM is for you if you sell to other businesses, want to set targets, manage territories, have multiple touch points and decision-makers, or if your organization has many customer facing roles. Saleswah CRM is centered around the accounts (companies that you sell to) and contacts (employees). Upload, de-duplication, merge duplicates, tracking and grouping activity history against each is easy. Saleswah supports both "Line functions" and "Staff functions". Salespeople can be organized in a linear hierarchy. You can also have marketing people, call centre staff, and commercial people who do not have sales targets. Hierarchies are used to organize the line functions (sales). Hierarchies serve two purposes. Hierarchies serve two purposes. Two, to establish reporting relationships, approval rules, and other requirements.

Companies choose SuperOffice to help them build long-lasting customer relationships and generate higher and more sustainable revenue. Striving to be more than a cloud CRM provider, we serve as a trusted partner to B2B companies in Europe that want to streamline their processes, become customer-centric and achieve more. With more than 30 years of CRM experience and a commitment to data security, we have the knowledge, expertise and insight to help you throughout your entire CRM journey.

Agendize offers more than just an online appointment booking and scheduling system... We offer the most flexible and powerful solutions to simplify and enhance your customer relationships. Agendize White Label program APIs make it easy to deploy our scheduling software in your workplace. Our team will assist you in creating the best product for your customers. We are a partner of choice for large groups, enterprises and franchisors such as Orange Business Services, CNP Assurances, AG2R La Mondiale, Allianz, Plurial Novilia or Jardiland.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.