Best CRM Software for Microsoft 365 - Page 6

One app that can do it all, transforms the way your team works. You can bring everything together with 50+ integrations to help you coordinate your workflows. PeerBie connects everyone in your organization, whether you are at work or on the move. To encourage collaboration and communication among your colleagues, you can use features such as project management, messaging, customer management, and product management. You can increase employee productivity and measure your performance. Performance points are awarded to employees based on their engagement, such as the completion of tasks. You can monitor and track your employees' performance in real-time. This is the easiest way to manage your team's tasks, projects, and productivity. Your team can share the secret to success! Invite your team and get started working together. Collaborate now with your team to create your first projects.

Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.

Our innovative growth, efficiency, and intelligence (GEI) platform empowers you and your team to concentrate on the essential daily choices and actions that propel your business ahead. With a customizable dashboard, your crucial KPIs remain at the forefront, bolstered by the business intelligence required for informed decision-making. You can easily integrate additional tools from the Telagus marketplace; these features are already incorporated into our platform, allowing you to choose and activate them as needed. Drive sales and revenue by effectively engaging with and marketing to your prospects and existing clients. The platform comes equipped with form builders, a diverse collection of email templates, and auto-responders to streamline your communications. Furthermore, you can efficiently manage and oversee the workflow of your teams and individuals using our project management, task, and collaboration features. These tools allow you to monitor essential tasks, establish deadlines, assign collaborators, and much more, enhancing overall productivity across your organization. By utilizing our platform, you can ensure that every aspect of your business operations is organized and optimized for success.

Welp CRM is a dynamic platform seamlessly integrated with the applications you utilize daily. It is meticulously crafted to support sales teams of any scale by consolidating information across various domains such as marketing, post-sales, analytics, and business intelligence, all within one comprehensive tool. This adaptable and multifaceted solution ensures that your team can concentrate on sales by bringing together data from all departments onto one accessible platform, usable from both desktop and mobile devices. The features and workflows can be tailored to fit your specific requirements. Geared towards companies and organizations that prioritize innovation, growth, and continuous business improvement, Welp facilitates effective management of sales, relationships, and contacts effortlessly. Additionally, you will have access to a dedicated consultant who is available to address inquiries and provide support through email and phone communication. With Welp CRM, enhancing your sales strategy becomes a streamlined process that empowers your team to achieve their goals.

Stay organized by diligently tracking appointments and reminders, and foster accountability among your team by actively engaging with your leads. Harness the potential of AI to transform your notes, emails, and client communication for greater efficiency. Ambivo serves as a comprehensive resource for business owners aiming to cultivate a successful enterprise for their teams. Experience the benefits of an all-in-one solution that enhances your operations. With our advanced CRM system, you can witness increased closings while enjoying more leisure time by automating manual tasks with our powerful automation tools. Elevate your CRM and streamline your business processes using our suite designed for AI empowerment. Receive expert advice on nurturing client relationships, sealing deals, and boosting profits. Effortlessly improve communication and automate routine tasks, while efficiently capturing leads through customizable widgets. Access invaluable insights with our adaptable reporting solutions. Ambivo is the ultimate destination for business owners aspiring to create a thriving environment for their teams, and it also offers specialized modules designed specifically for real estate and insurance sectors. By integrating these features, you can ensure that your business not only meets but exceeds its potential.

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.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

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.

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

tts facilitates corporate digital user adoption and learning solutions. This allows for rapid adoption of complex processes as well as supporting technologies such as SAP, Oracle, Salesforces and ServiceNow. This allows companies to stop stockpiling knowledge and instead rely on "learning as a demand" and performance support for the entire organization. It also reduces the time it takes to realize a return on technology investment.

The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

Create automation scenarios without limitations and incorporate adaptable, resilient, and secure messaging APIs into all your application initiatives, while harnessing your data's full potential through an effective multichannel approach. Whether via API or web platform, we offer tailored solutions designed to automate your communication processes, foster engagement with your contacts, and maintain lasting connections with customers, prospects, members, or anyone you interact with. Our scalable solutions are built on a flexible and secure infrastructure, readily accommodating the diverse needs of businesses, regardless of size. Efidem is dedicated to enhancing business communication, employing technologies that streamline the management of communication channels such as email, SMS, fax, voice, and postal services; all available through an API integrated into your information system or in a SaaS model for added flexibility. Recognizing the uniqueness of each business and its specific requirements, we encourage you to share your specifications with us, as we are always eager to embrace new challenges and provide innovative solutions. Our commitment is to ensure your communication strategies are as effective as possible, driving success across all your endeavors.

A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team.

Introducing a comprehensive suite of sales solutions tailored for your enterprise, featuring award-winning interactive video technology. Verb Technology Company, Inc. is swiftly establishing itself as a frontrunner in the realm of interactive video webinars, CRM, and sales and marketing tools aimed at businesses. With locations in California and Utah, this innovative firm delivers next-generation CRM lead generation and video marketing software to sales-oriented organizations across over 60 countries and in 20 different languages. The proprietary and patent-pending technology platform developed by the Company yields real-time, quantifiable outcomes, with clients reporting remarkable increases of over 600% in conversion rates. Their software-as-a-service (SaaS) offerings are cloud-based and compatible with all mobile and desktop devices, available through subscription plans for both individual and enterprise clients. Furthermore, the Company’s technology seamlessly integrates with widely-used ERP, CRM, and marketing platforms, enhancing its versatility and effectiveness in diverse business environments. As a result, organizations leveraging VERB's solutions are better positioned to thrive in today’s competitive market.

The adaptable Collaboration Suite designed for high-performing teams, SmartShare consolidates all essential updates into one centralized platform. Its renowned Company Overview feature provides a comprehensive snapshot of customer-related information on a single screen, including details about active projects, deals, contracts, and offerings. SmartShare enhances organizational structure by streamlining the way individuals collaborate and share data. With the centralization of information, teamwork among colleagues and departments sees significant improvement, leading to feedback from customers indicating an average time savings of one hour per employee each day. A sophisticated, integrated access rights management system ensures that data is safeguarded and accessible only to authorized personnel. Access permissions can be customized at various levels, including individual, team, binder, project, and document, providing flexibility and security. Moreover, the incorporation of email management within the shared environment significantly boosts productivity and fosters effective collaboration among team members. This innovative approach not only simplifies communication but also enhances the overall efficiency of the working process.

IrisApt is a customer relationship management (CRM) software created from our own experiences and over 15 years of sales expertise in running a small enterprise. This cloud-based CRM is designed to be straightforward and sales-focused, making it accessible to users of all backgrounds. Getting started with IrisApt is a breeze, as it requires no installation; simply register your organization, and you're good to go. The software avoids complicated workflows and processes, concentrating instead on deal comprehension and organizing them into intuitive visual categories. IrisApt empowers businesses to efficiently process customer orders and requests while maintaining effective management of customer accounts. Moreover, it enhances the ability of companies to foster relationships with their customers throughout the phases of beginning, sustaining, and concluding those connections. Built on advanced technology and adhering to best CRM practices, IrisApt also allows users the freedom to tailor the application to their preferences with just a few clicks, ensuring a personalized experience. By integrating these features, IrisApt not only simplifies customer management but also enhances overall organizational productivity.

Dock 365 is an end-to-end contract management solution suitable for businesses of all sizes and needs. Our customizable contract management software empowers organizations to create, edit, share, e-sign, store, and manage contracts efficiently from a single platform. The automated system comes with the benefits of pre-approved templates, digital repositories, workflows, and integrations with Microsoft Dynamics CRM, Salesforce CRM, e-signature options, etc. to close contracts faster. Spare your legal from endless manual tasks and errors with our secure and fast solution.

Our offerings harness the capabilities of the Microsoft Dynamics 365 Power Platform to create a suite of robust customer relationship management tools tailored specifically for the hospitality sector. Whether you operate a resort, hotel, spa, restaurant, golf course, or hospitality management company, our solutions are designed to meet the needs of businesses of all sizes. By consolidating guest interactions within a single platform, you can develop a comprehensive 360° profile of your clientele. We provide two distinct products: HotelCRM 365 and Hospitality Suite CRM. HotelCRM 365 serves as an ideal solution for essential CRM functionalities, including automated messaging and targeted email marketing. In contrast, Hospitality Suite CRM encompasses all the core features available in HotelCRM 365 while introducing numerous additional functionalities to oversee your guest relationships comprehensively. Furthermore, Hospitality Suite CRM evolves into your complete management system, facilitating everything from marketing initiatives to monitoring customer feedback, managing amenities requests, handling gift card transactions, and much more. By integrating these tools, you can enhance operational efficiency and create a more personalized experience for your guests.

Our offerings harness the capabilities of Microsoft Dynamics 365 Power Platform to create an array of robust customer relationship management tools tailored specifically for the hospitality sector. Various establishments, including resorts, hotels, spas, restaurants, golf courses, and hospitality management firms, regardless of their size, can take advantage of our innovative solutions. By consolidating guest interactions into a single platform, you can cultivate a comprehensive 360° view of your clientele. We provide two distinct products: HotelCRM 365 and Hospitality Suite CRM. At its core, Microsoft Dynamics 365 Customer Engagement serves as a versatile software development platform. The Dynamics 365 system is highly extensible, designed with the intent of customization at its forefront. Central to this offering is what Microsoft refers to as the xRM Platform, which encompasses any relationship management needs. Although the product includes powerful general CRM functionalities, these are not specifically crafted for the hospitality industry, which is precisely where Hospitality Suite CRM comes into play. This specialized approach ensures that the unique demands of hospitality professionals are met effectively.

The business software enhances the established CRM capabilities of Dynamics 365 Sales by integrating them with ERP system functionalities, thereby encompassing the essential business operations across all organizational sectors, including sales, marketing, customer service, production, purchasing, warehousing, and distribution. By merging CRM and ERP systems, it fosters a cohesive user experience characterized by uninterrupted business processes, a unified database with no interface barriers, and a consistent user interface. Furthermore, the integration of custom software components from ERP systems is meticulously designed to meet the unique requirements of each organization. The phased rollout of both ERP and CRM software components through agile project management not only yields immediate business benefits but also promotes quick value realization and strong user acceptance. Additionally, audius:CRM+ERP facilitates connections to a diverse array of software within the Microsoft technology ecosystem, enabling the incorporation of service processes, business intelligence, and marketing automation. This synergy not only enhances operational efficiency but also positions companies to better adapt to evolving market demands.

Angaza offers an extensive array of transformative products and services, boasting more than 50 top-tier pay-as-you-go devices from prominent manufacturers. The platform's flexible architecture adjusts to your interactions, ensuring it remains relevant as you develop your own unique frontend experiences. With a decade of close collaboration with distributors at various growth stages, our solutions and services are meticulously crafted. Our dependable team collaborates with you to discover new possibilities, maximizing the benefits of the Angaza system. You have the flexibility to customize loan criteria and terms, which can include models such as pay-to-own, recurring subscriptions, and pay-to-use options. The Angaza Activator mobile app simplifies the process of creating and approving loan prospects, allowing for efficient management of down payments, direct sales, or installment payments. Secure cash acceptance is facilitated with integrated fraud prevention tools, enabling you to monitor payment histories from a distance while maintaining a high level of security and oversight. This comprehensive approach ensures that you can adapt to changing market demands and customer needs seamlessly.

The customer experience management platform facilitates the scaling of customer-centric practices throughout your entire organization, enabling brands to actively listen, learn from, and delight their clientele. By empowering more than 10,000 frontline employees across prominent businesses, it enhances global customer interactions across four continents. Our extensive experience in the customer experience field has led to the successful implementation of feedback initiatives for various sectors, including marketing, customer experience, digital solutions, and group operations. Furthermore, we leverage our diverse expertise to assist partners in connecting data across departments, yielding new comprehensive insights that drive meaningful outcomes. The Resonate CX Platform offers a thorough customer experience management solution that is designed to handle both complexity and scale. Notably, its analytical features stand out for their ability to visualize customer information, encompassing both structured and unstructured data, such as ratings and comments, all within a singular integrated platform. This cohesive approach allows organizations to gain a more nuanced understanding of their customer interactions.

The C1 Connected Experience (C1CX) is a comprehensive solution designed to revolutionize the way employees, customers, and technology interact by incorporating generative AI to speed up automation and utilizing state-of-the-art collaboration tools to improve work quality. The sophisticated orchestration capabilities of C1CX enable organizations to integrate these features into their current infrastructures, allowing for modernization while mitigating the risks tied to completely replacing existing technology investments. This strategy guarantees fluent and cohesive interactions across multiple channels and transitions, preserving a consistent experience for users. By harnessing the power of C1 Elly™, C1's enterprise AI platform, C1CX not only accelerates the implementation of automation but also fosters remarkable business growth while enhancing engagement for both employees and customers. Ultimately, C1CX empowers organizations to stay competitive in an ever-evolving digital landscape.

Empower your teams to combat customer attrition and discover avenues for growth by equipping them with actionable data. Make timely and appropriate decisions, regardless of your customers' locations. With solutions tailored for every phase of the customer experience—including digital interactions, customer support, onsite engagement, and account management—you possess the necessary resources to enhance the effectiveness of your customer experience (CX) initiatives throughout your organization. Engage with customers where they are and gather immediate feedback during critical interactions. By integrating various channels and data sources into a single platform, you will gain a holistic understanding of customer sentiments and experiences. The Reptrics survey tool enables you to gather insights on customer opinions and satisfaction through widely used survey methods. Additionally, Reptrics automatically directs suggested actions to the relevant teams within their existing tools, facilitating timely improvements in customer satisfaction and loyalty. This streamlined approach not only enhances customer retention but also fosters a culture of continuous improvement.