Best CRM Software for Okta

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Popl serves as an effective tool for enhancing customer relationship management (CRM) by collecting comprehensive lead information at the point of interaction—quickly and digitally, while maintaining full context. By simply tapping or scanning, users can share a personalized profile and gather vital details such as contact information, time of interaction, representative attribution, and source. This information seamlessly integrates with your CRM systems (such as HubSpot or Salesforce), providing clear and real-time insights for both marketing and sales teams. With Popl, you can efficiently assign leads to specific workflows, monitor engagement levels, and initiate prompt follow-ups. It’s designed for teams looking to optimize contact acquisition, elevate data quality, and boost CRM-driven pipelines without hindering the productivity of field or event representatives.

Extole is a tool that retailers, financial services companies, and consumer brands use to turn customers into advocates. Extole's enterprise platform and team consist of experts who create advocacy, referral, and engagement programs that allow brands to harness the power and sharing of customers to increase their bottom line. Extole allows marketers to engage thousands of customers, increase brand loyalty, and scale word-of mouth to acquire new customers.

Protect your users. Make their journey easier. MIRACL Trust provides a safer and smoother authentication experience. Only one step. No passwords. No problem. Multi-factor authentication is slow and cumbersome. MIRACL is a safer and more efficient alternative to traditional MFA. Logging in takes only 2 seconds and error rates as low at 1/10th of passwords. No passwords necessary. All you need is a PIN and you are in. Our cryptographic technology ensures that users' information is always safe. MIRACL Trust provides a simple login experience that puts users first and makes it easy to roll out your data quickly.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

Zendesk Explore offers businesses the analytics necessary to assess and enhance the overall customer experience effectively. Leveraging data is essential for crafting the optimal customer journey, and with Zendesk Explore, businesses can easily access crucial customer insights that foster a deeper comprehension of both their customers and operations. Customer support can take place across various platforms, such as email, chat, phone, and social media, making it essential to utilize an analytics tool that can adapt to these diverse environments. Explore seamlessly aggregates data from all channels, allowing you to monitor customer interactions with your brand while maintaining coherence in the analysis. The platform features built-in best practice dashboards and analyses, equipping teams of all sizes with the essential metrics needed to pursue their goals effectively. You can evaluate team performance, assess operational metrics, or gain insights into customer experiences, ensuring that no aspect is overlooked. Regardless of the specific needs, Explore provides a dedicated dashboard to fulfill them efficiently, empowering organizations to stay ahead in a competitive market.

Procore delivers a powerful cloud-based construction management platform that connects project stakeholders, including owners, general contractors, specialty contractors, and public agencies. Designed to improve collaboration across industries such as commercial, residential, industrial, and infrastructure construction, the platform streamlines project workflows and enhances efficiency. Procore offers a comprehensive suite of tools for project management, quality and safety, design coordination, BIM, field productivity, financials, invoicing, and accounting integrations, ensuring greater visibility and accountability throughout the project lifecycle. Committed to driving innovation in construction, Procore supports over 16,000 customers and a global network of more than 2 million users in 150+ countries.

Lattice is the People Platform that 5,000 of the world’s most strategic HR teams use to drive a high performance culture. Purpose built for the age of AI with performance management, engagement, growth, compensation, HRIS and analytics, Lattice's easy-to-use platform allows managers to leverage technology to drive clarity and accountability across their team; provides HR leaders with the insights needed to be a strategic partner to the business; and simplifies HR operations to ensure the administrative fundamentals are done well.

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Aisera is leading the charge in innovation by launching a groundbreaking solution that transforms the dynamics between businesses and their customers. Utilizing state-of-the-art AI technology, Aisera delivers a proactive, tailored, and foresighted experience that streamlines operations and support in diverse fields such as HR, IT, sales, and customer service. By offering user-friendly self-service resolutions reminiscent of consumer-grade solutions, Aisera not only empowers its users but also enhances their success. By harnessing the potential of digital transformation, Aisera expedites the transition towards a more efficient future. Through the incorporation of user and service behavioral intelligence, Aisera facilitates the complete automation of tasks, actions, and essential business processes. By seamlessly connecting with top-tier platforms like Salesforce, Zendesk, ServiceNow, Microsoft, Adobe, Oracle, SAP, Marketo, Hubspot, and Okta, Aisera delivers significant business value while setting new standards in operational excellence. This innovative approach not only simplifies workflows but also enhances overall productivity across various sectors.

Empuls is a holistic solution for employee engagement that aims to improve company culture and bring the entire digital workplace to live. Empuls is used by people leaders to bring together teams, eliminate silos, give voice to all employees, and create a culture that values appreciation throughout the organization. Empuls is built on the key pillars for engagement. It helps employees connect, align, empower, and motivate. Connect remote teams via the social intranet. Empower employees through surveys. Motivate teams with recognition and rewards. Empuls assists companies in improving their eNPS score, which is a useful measurement of company culture, employee turnover, and employee experience. Empuls is self-serve & DIY, making it easy for HR to get up and running in a matter of days. You can also use existing tools such as HRIS, Slack and Teams, Gsuite, and many more to get started. Empuls has rich features that engage employees through contests, game mechanics, water coolers and more.

Deskera helps business owners manage more than $1 billion worth of business. Small business owners can get the complete business software solution. From Invoicing and Accounting to Inventory, CRM, HR & Payroll. Deskera is all-in-one software for startups and small businesses. In minutes, your business can be moved to the cloud. All your business functions are available in one place: invoicing, accounting and inventory, CRM, payroll, CRM and CRM. Combine your most expensive business tools in one affordable software. Perhaps it's time for you to get more out of your business tools. Deskera allows you to spend more time doing what you love and less time doing tedious admin. Online invoicing, accounting and inventory software for your business. Track expenses, create invoices, view inventory in real-time, and view financial reports whenever and wherever you need them. Deskera Books makes it easy to manage your accounting. Deskera handles all accounting required for compliance and reporting.

✔ A CRM that sales reps will actually use. ✔ Sales reports that meet your needs. ✔ Increased sales growth for all. Sales reps are better suited for talking than typing, which is why they're in sales and not behind a desk. Entering CRM data manually takes an average of 1.5 hours per day. To maximize sales and simplify reps' lives, we've developed Telenotes as a system that leverages their natural inclination to talk and not type. Reps can update their CRM in 47 seconds, so they can increase sales and boost productivity with less effort.

Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Our learning management system Includes everything you need to create, present, manage, track, and improve highly-engaging and personalized educational experiences at scale, with support for robust all content types, built-in gamification features, support for high- and low-stakes certifications, conformance with accessibility standards, and powerful API and out-of-the-box integrations. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution.

You can easily set up a platform that is intuitive, user-friendly, and cost-effective for your employees. To gauge employee opinion about your company, run an eNPS survey. You can use the data to identify supporters and detractors. Compare engagement scores and user trends to determine if they are in line with the internal benchmarks within your organization. Continuous feedback is collected at regular intervals to obtain authentic data. Use the conversation feature to make appropriate actions. Categorised questions are quick, simple, and engaging, which reduces survey fatigue. Engage heatmaps allow you to take prompt action. Easy customization makes it easy to create, manage, and update employee-friendly survey templates on multiple platforms. Your workforce will love a quick and easy survey experience that takes no more than 5 minutes. Vantage Pulse is a survey tool that can be used by large and small organizations. It allows you to receive feedback that is tailored to your specific departments and teams.

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

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.

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

Introducing Zendesk Sunshine, an innovative and adaptable CRM platform. Built on AWS, Sunshine enables you to effortlessly connect and comprehend all your customer data, regardless of its location. It is designed for speed and strength, granting you the liberty to create whatever solutions you envision. Many companies struggle with outdated CRM systems that are inflexible and only provide a limited perspective of their customers. In contrast, Zendesk Sunshine offers a revolutionary approach. This contemporary CRM platform is designed to deliver a comprehensive view of customers, utilizing data from diverse sources. It empowers businesses with the flexibility needed for innovation and the capability to expand. Most importantly, it allows you to craft exceptional customer experiences. By prioritizing people over outdated CRM systems, Sunshine equips you with the tools necessary to identify, understand, and categorize your customers, ensuring more tailored interactions and fostering deeper relationships. With Sunshine, you can truly transform your approach to customer engagement.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Customers have moved beyond simply wanting an omnichannel experience; they now anticipate it as the standard. Our cloud-native contact center solution ensures that all communication channels are integrated within a single interaction, allowing agents to deliver superior service more efficiently. With features like effortless switching, transfers, and real-time coaching, agents can respond promptly to customer needs. Customers benefit from reduced wait times, fewer handoffs, and no more interruptions, eliminating the need for them to take notes during calls. This is the ideal standard for customer service. We aim to empower agents while equipping customers with the self-service options they crave. By incorporating Machine Learning, our omnichannel contact center platform elevates the customer experience, allowing clients to assist themselves while enabling agents to tackle more intricate inquiries. Our intelligent bot utilizes sentiment analysis and Natural Language Understanding, seamlessly linking to CRM systems and other resources to provide a truly unified and smooth customer experience. Ultimately, this approach not only enhances customer satisfaction but also optimizes agent performance.