Best CRM Software for Microsoft Word

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Cosential assists commercial Architecture, Engineering and Construction (AEC), firms increase revenue, decrease costs of winning business, and end chaos using its "Growth and Relationship Management", software and services for CRM, proposal and marketing. Cosential is the industry leader in AEC. Over 1,000 AEC firms have seen their annual revenue increase by 1% or more over the past 20 years. They also saw a significant increase in productivity in key business development steps by up to 50%. See a 30-minute demo.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

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

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Auric Prospector is a CRM solution that helps businesses connect people and processes. Auric Prospector is an on-demand customer management software that allows teams to optimize processes and manage prospects, customers, and contacts. It provides a variety of tools for opportunity management, customer service, support, list management and contact management, as well as reporting and analysis.

The traditional way travel agents and other representatives arrange hospitality services for hotel and travel bookings has changed since CRM was introduced to the hospitality industry. Hoteliers have taken to heart the benefits of CRM software for the hospitality industry and hoteliers have adopted the on-demand Customer Relationship Management services (CRM) in the industry. CRM software allows hoteliers to reduce distribution costs, maintain brand integrity, and operate without the need for industry discounters. The internet users are smart and educated. They enjoy smooth and seamless online services and have taken up ebilling and self-serve options as well as hoteliers with equal enthusiasm. Salesboom CRM software for hoteliers offers integrated and synchronized performance across all channels, including call center, billing, and sales.

Your customers deserve a better experience. Zoho CRM Plus, a unified customer experience platform, helps you deliver exceptional customer experiences to all stages of a customer's lifecycle. It also converts them into brand advocates. Engage customers through multiple channels at every stage of their lifecycle. You will always be notified of the latest developments through different media. You can manage conversations with multiple teams from one thread. A better customer experience starts with aligning all your departments and making sure customers are at the heart of everything they do. Zoho CRM Plus unifies all your support, sales, marketing and sales teams and gives them the toolset to do this. Zia, Zoho’s AI-based voice assistant, allows you to collaborate intelligently across your teams. You can use Zia to predict business trends, suggest the best time to reach a customer, find ticket sentiments, and provide intelligent business dashboards.

Software that is easy to use for your business allows you to automate your business processes. Sales Hiker makes it easy to reduce time spent maintaining records and retrieve reports quickly so that you and your team can spend more time on the important tasks of growing your business. We are constantly improving each feature and will continue to add more. All subscribers receive a mobile app at no extra cost. Sales Hiker Mobile offers all the features of the web version but in a mobile app. There are no limitations. Even Admin can manage all their tasks from one mobile app. Quickly respond to sales inquiries All marketing tasks should be completed quickly. Close more deals. Log in with the same username/password you used to access SalesHiker CRM. All Sales, Marketing, and Field-level teams can access CRM from any location. Forecast sales for your sales-team using monthly, quarterly, and yearly goals.

Continuum CRM can handle the most complex fee structures and deposit structures. It also handles merged documents, such as agreements and contracts and shared calendars. It also includes a flexible work flow engine to help prospects move through long sales cycles. Inventory management captures all the details of each residence from move-in to leave, giving organizations information on occupancy, turnover and marketability. Continuum CRM’s email marketing platform allows you to track and manage your email campaigns. Marketing automation is made easier with the scheduling function. Our fully customizable workflow engine adapts itself to your sales methodology, with built-in processes such as residential and assisted living management, inventory management and referral networks, events and advertising. Continuum’s referral network process provides professionals with insight into their strongest sources of referrals to manage and market better.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

xpdCrm can be used as part of a comprehensive professional services automation software program that will allow your company to manage your sales data. This comprehensive addition to xpdOffice's suite of enterprise-wide, on-demand solutions is easy to use and allows companies to manage opportunities and close deals. xpdCrm allows you to spend more time with customers and less on managing the process. xpdCrm is a solution that fits your way of handling leads and customers. It provides real-time reporting to help you analyze your business and make better business decisions. Your employees need solutions that make their job easier, not harder; they want simple, not complex. With xpdCrm you can quickly access your customer's data. And because xpdOffice works online, the information can be accessed from any location in the world. xpdWireless can be accessed from any mobile device. XpdOffice also links seamlessly to popular applications such as Microsoft Word.

Vital Cars is the perfect app to manage your automotive dealership showroom. Vital Cars helps you manage the sales process and collect prospect information from your mobile device. This will help you close more deals faster. The Vital Cars App will help increase prospect capture, improve the quality of the data, and assist with effective follow-ups of potential clients. It will also help increase test drives and actions that have proven to increase sales. Web-based CRM and lead management software. Vital Software offers solutions for all aspects of the automotive industry. Vital Software is the leading provider of data driven solutions for automotive industry. Our customers include the best-of breed OEMs, dealer group and dealership businesses. Comprehensive sales, service, and parts reporting and benchmarking.

Innovative CRM solution for law firms that turns relationship insights into real results. Profit from your firm's valuable relationships intelligence and discover new revenue opportunities. InterAction Business Edge offers dashboards and reporting to provide firm-wide insight into key targets and potential opportunities. InterAction aggregates the prospect and client data of your firm to create a complete picture. InterAction Mobility allows you to access all the details of your relationships from anywhere, anytime. Our business development software for law offices will help you optimize your firm's efforts, and better utilize your marketing and business development resources to gain competitive advantage. InterAction Business Edge will help you win more business from prospects and clients.

SurveyXact surveys are used by many companies to collect data. These companies often find it advantageous to automate data collection with SurveyXact's API solution. SurveyXact is the Scandinavian leader in creating questionnaire-based surveys. It is easy, secure, flexible, reliable, and guarantees to uncover new knowledge in a way which creates results. Our experienced employees are available to assist you if you have any questions. Our employees have more than 30 years experience in all types of questionnaires, both for government and private-owned companies. Our support staff are experts in SurveyXact and can help you out. We are available to answer your calls every weekday so you're never alone. You also get access to our courses when you purchase a SurveyXact license. It's easy to start your own surveys. The Scandinavian's most popular survey tool is used in numerous governmental and private-held organizations of all sizes, in all areas.

Unified deal and relationship management helps you to find, win and execute new business. With a single platform for deal and relationship management, you can capture, unify and apply the collective knowledge that flows throughout your company. Intapp DealCloud is more than just a CRM. It provides a single, accurate source of truth that helps teams to strengthen relationships, accurately forecast pipelines and accelerate execution. DealCloud is AI-powered, and it was built with growth in mind. Discover and nurture your network connections to identify and nurture quality opportunities. Build a pipeline using unified firm and industry insights. Automated workflows and artificial intelligence can help you multiply the impact of your professionals, and eliminate frustration. Give your team the tools to win more business faster. Intapp DealCloud can help your firm grow.