Best CRM Software for Microsoft 365 - Page 7

Find and compare the best CRM software for Microsoft 365 in 2026

Use the comparison tool below to compare the top CRM software for Microsoft 365 on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    Angaza Reviews
    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.
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    Resonate Reviews
    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.
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    C1 Connected Experience (C1CX) Reviews
    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.
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    Reptrics Reviews
    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.
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    GlassHive Reviews

    GlassHive

    GlassHive

    $49/month/user
    GlassHive is a unique sales and marketing app designed for IT service providers. Access to CRM marketing automation, sales management and sales enablement tools is available to users. GlassHive was created by team members who have worked with managed service providers (MSPs), of all sizes, to remove bottlenecks in visibility, accountability and data management. GlassHive can simplify your sales and marketing processes today through platform unity.
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    Vital Software Reviews
    At Vital Software, our commitment lies in developing software that aligns seamlessly with your operational needs. We offer comprehensive solutions that span the entire automotive sector, positioning ourselves as a frontrunner in data-driven innovations for the industry. Our clientele features top-tier OEMs, dealer organizations, and dealership enterprises, allowing us to support vital functions such as Customer Relationship Management (CRM), lead distribution, CSI management, and performance analytics for service and parts. Our configurable system empowers Business Development Centers (BDCs) to orchestrate customer interactions tailored to their specific business workflows while simultaneously tracking customer satisfaction through CSI scorecards. Furthermore, Vital Software boasts an extensive marketing suite that serves as the perfect tool for strategizing, executing, and evaluating marketing initiatives throughout the dealer network. Users can effortlessly create, oversee, and assess campaign performance, launching mail, email, and SMS campaigns with just a click to facilitate personalized outreach. This blend of functionality and flexibility ensures that our software not only meets but exceeds the evolving demands of the automotive industry.
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    Rally Reviews
    UX researchers and designers often find themselves dedicating countless hours each week to manually handling tasks like sending emails, coordinating calendars, purchasing gift cards, and managing disorganized spreadsheets, all for the purpose of engaging with users. Rally simplifies the research process by automating outreach efforts, scheduling tasks, and managing incentives efficiently. By eliminating the burdensome manual recruitment work, you can concentrate on what truly counts: conducting impactful research. With Rally, all your participants and studies are organized in one place, and you are alerted when participants qualify for new studies, making it effortless to initiate your next research project with assurance. You can establish templates for various outreach types and schedule and sequence emails seamlessly. The platform also incorporates screeners with skip logic and auto-qualification to swiftly identify the most suitable participants. Furthermore, it features team scheduling that dynamically adjusts your availability and accommodates moderators and observers effectively. In addition, managing incentives becomes a breeze, ensuring that both you and your participants can easily navigate the process of claiming rewards. Ultimately, Rally transforms the research landscape, allowing you to invest more time in valuable insights and less in administrative tasks.
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    Intapp DealCloud Reviews
    Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.
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    Zingly Reviews
    Zingly empowers your customers with AI capabilities, enabling your business to scale infinitely, enhance revenue, and significantly lower expenses. Say goodbye to lengthy hold times and hello to instant communication. By engaging with customers through web and mobile platforms at any time, you can boost revenue, foster loyalty, and streamline costs. This innovative approach merges digital technology, AI, and telephony into a single collaborative customer interface, redefining omnichannel communication. Achieve impactful business results by strategically involving agents, minimizing customer hurdles, and creating opportunities for revenue generation. Experience round-the-clock sales and support, enhance customer interaction, and improve ROI. Adapt to your customers' pace and deliver an exceptionally personalized and collaborative experience to all. Zingly stands out as a quicker, more cost-effective, secure, and well-organized alternative to conventional chatbots in the market today, ensuring your business thrives in a competitive landscape.
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    Pendula Reviews
    In today's fast-paced market, capturing customer attention is increasingly challenging, forcing marketing and customer experience (CX) leaders to drive growth while managing limited time and resources. Pendula harnesses the vast capabilities of generative AI to equip teams with the tools necessary to foster adaptive and impactful two-way customer interactions, ultimately inspiring, engaging, and retaining customers on a larger scale. Positioned as a central figure in the dialogue between businesses and their clientele worldwide, Pendula offers intuitive drag-and-drop features that enable teams to maximize their productivity. By facilitating intelligent action based on real-time data, Pendula activates your entire data ecosystem, making it a cornerstone of next-generation customer engagement and retention strategies. Through its innovative workflow studio, the only constraints are those of your imagination, allowing users to select data sources that highlight crucial moments for their customers, thus enhancing the overall experience. This approach not only streamlines communication but also cultivates deeper relationships between brands and their audiences.
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    Unifonic Reviews
    Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.
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    Rings AI Reviews
    Rings AI offers an innovative Extended CRM (XRM) platform that redefines conventional customer relationship management by creating an intelligent, relationship-focused system that enhances deal flow. Instead of functioning merely as a traditional database, it integrates relationship mapping, market intelligence, and AI into a cohesive operating layer that perpetually evaluates the interconnections among individuals, organizations, and opportunities. The platform effortlessly gathers and synchronizes information from emails, calendars, meetings, and various external sources, ensuring that records are constantly updated in real time without requiring manual intervention. By effectively mapping networks and revealing the most promising routes to reach target companies or individuals, Rings empowers users to discover warm introductions, reveal concealed connections, and prioritize their outreach efforts with improved accuracy. Additionally, its AI-driven search functionality allows users to query their entire dataset using natural language, providing timely contextual insights, while its automated intelligence features illuminate past deal activities, enhancing the overall user experience. This combination of features makes Rings AI a powerful tool for optimizing customer interactions and driving business success.
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    Vocalcom Reviews
    AI-Powered Cloud Contact Center Solution. It powers innovative, personality-based routing. It also manages multichannel customer interactions in one conversation. Vocalcom is the world of digital engagement and artificial Intelligence (AI), where live agents are seamlessly integrated into the customer interaction flow. All customer interactions can be managed in one conversation. The new generation of cloud contact centre platform that integrates with existing systems and supports ALL channels. Vocalcom's intuitive user interface increases productivity and allows companies to weave all of their customer interactions across all channels into continuous conversation threads. This allows them to reduce customer effort while strengthening customer relationships with each interaction. Amazingly simple, adaptable, and powered by AI Keep the conversation going. All customer interactions, including chat, email, text message, phone, and social media, are available in one place.
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    JAMIS Prime ERP Reviews
    JAMIS Prime, the most intuitive and flexible project ERP solution for government contractors, offers integration across all key business components. Prime uses the most up-to-date Cloud ERP technology to allow you to connect with customers, employees, and other value chain businesses via web-enabled devices. All JAMIS Prime ERP applications include dashboards & Analytics, document management, advanced security, and integration with Microsoft Office features. Integrated document management allows you to store business plans, policies and forecasts online. These documents can then be linked to ERP transactions to give you a complete view. Effective contract management is essential to ensure that goods and services are delivered on time and that engagements are profitable.
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    Salesbox Reviews
    The sales platform favored by mobile users prioritizes simplicity in customer management while on the go. We envision a system where data entry is minimal yet delivers significant results, fostering an environment that speeds up your sales process. With our platform, you can obtain precise sales forecasts through various dynamic processes that emphasize key activities. Integrated marketing automation efficiently generates leads from online sources, including websites, campaigns, emails, and social media channels. Salesbox is designed to adapt to your unique behaviors and performance metrics, helping you stay on track to meet sales goals and providing timely reminders if you're lagging. You can easily assign tasks and leads to teammates or access ticket lists for efficient management. If you encounter challenges, assistance is just a request away. Communicate seamlessly through calls and emails within Salesbox, ensuring comprehensive tracking of all customer interactions. After every call, you'll receive tailored guidance to enhance your strategy. Additionally, you can manage Salesbox hands-free, using voice commands to add notes, create tasks, initiate calls, and navigate routes effortlessly. This innovative approach empowers you to streamline your sales efforts while maintaining a focus on productivity.
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    Focus X Reviews
    Focus X is a brand new era in business management. Focus X, the flagship product of Focus Softnet, is a 4th generation ERP system that redefines how businesses work. Our cloud-based ERP software is perfect for small and large businesses alike. It offers unmatched intelligence, simplicity, and efficiency. Focus X is the best ERP software powered by AI. It's not just an ERP; it's also a transformative tool incorporating Artificial Intelligence that empowers your business decision-making. Focus X uses advanced algorithms and machine-learning to help you uncover hidden insights, predict trends and make data driven decisions. Our cloud-based ERP software offers reduced operational costs, increased flexibility, and seamless integrated.
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    DocuSoft Reviews
    Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.
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    PracticePro 365 Reviews
    PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.
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    C3 AI CRM Reviews
    A traditional, all-encompassing CRM system is no longer adequate to meet the complexities of the modern market and the requirements of digital transformation efforts. Enter the next generation of industry-tailored AI CRM, which offers robust predictive insights designed to enhance the effectiveness of sales, marketing, and service across various sectors. These AI-driven insights, integrated into industry-specific workflows, empower your sales, marketing, and service teams to perform at their peak. By concentrating on high-value leads identified through specialized AI models, alongside the appropriate sales strategies and pricing, businesses can optimize their outreach efforts. Additionally, AI can help pinpoint customers who are at risk of churning and suggest strategies to retain them effectively. Unlike generic CRM and Customer Experience Management solutions that often take extensive time to implement and provide limited immediate economic returns, C3 AI CRM presents pre-built applications tailored to specific industries, complete with specialized object models, AI methodologies, workflows, and data connections to address your distinct business requirements. This tailored approach not only accelerates deployment but also enhances the potential for long-term success.
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    Mission CRM Reviews
    The cornerstone of your new residence is grounded in the Common Data Model for Nonprofits (CDM), a transformative force in nonprofit technology. Envision it as a shared dialect tailored for the nonprofit sector; when paired with the Dataverse, which serves as the data conduit within Microsoft Cloud for Nonprofit, it allows organizations to operate within a cohesive environment where every aspect of their operations on the CDM can seamlessly communicate, eliminating data silos. By integrating various data sources from throughout the organization, the cloud empowers nonprofits to harness the full potential of their data, thereby enhancing mission effectiveness. This cloud service designed specifically for nonprofits expedites the realization of value by leveraging the capabilities of Microsoft Azure, Microsoft Power Platform, Microsoft 365, Microsoft Dynamics 365, and LinkedIn. All these elements are unified by the CDM, constructed on a foundation of security and compliance. Furthermore, this integrated approach not only streamlines processes but also fosters collaboration and innovation within the nonprofit landscape.
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