Best CRM Software for Microsoft Power BI

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

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.

Use the language you already love to prototype ideas quickly, develop production-ready communications applications, and run serverless applications on one API-powered platform. Twilio is a single fully-programmable platform with flexible APIs for any channel, built-in intelligence, and global infrastructure to support you at scale. Quickly integrate powerful APIs to start building solutions for SMS and WhatsApp messaging, voice, video, and email. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Consult our community of over 9 million developers for guidance and inspiration on your next project. Sign up and start building today.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

PSA software was specifically designed for the property restoration industry. Our software provides accounting, job management and CRM as well as data analytics in one package. This is a great option for restoration contractors who want to improve their efficiency and maximize profits. PSA continues to offer innovative solutions to eliminate duplication, provide real-time updates and integrate across the insurance industry. Today, more than 1,500 contractors across North America, including many franchise groups, are using PSA solutions for their business growth. PSA offers a range of web-based options for businesses from medium to large. We provide everything they need to scale their business and grow. We want to provide a unique customer experience. Our users have the power to influence the direction of PSA and make it more relevant to their business.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try. It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps. With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find. One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity. Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless. Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.

Engage customers throughout the entire journey via voice and digital channels (chats, email SMS, email and social media). Integrate business communications with business system, giving valuable information to employees at every customer touchpoint. CoreInteract's drag-and-drop design makes it easy to manage workgroups and routing rules that meet your business needs. You can set the priority and order of which workgroups will receive customer inquiries. CoreInteract lets you manage your interactions in Teams natively without the need for a separate desktop software or application. Your team members can easily distinguish between customer calls and internal calls by clearly marking workgroup calls. CoreInteract can retrieve a Dynamics 365 customer record for each answered call. This gives you more control over your customer information and allows you to call a customer directly within Dynamics 365.

Allswers transforms subjective views into actionable business insights, serving as an experience management platform designed to enhance decision-making through real-world data. By generating impactful surveys, it not only fosters stronger customer and employee loyalty but also assesses the effectiveness of various processes. We assist in crafting surveys that yield distinctive insights into the experiences of your most vital stakeholders. Our solutions focus on quantifying the value of your company's processes while automating the monitoring of customer interactions for a better grasp of their behaviors. Additionally, we help you assess the attributes, benefits, and values that consumers link to your brand. Managing employee engagement is also a priority, as it can significantly elevate productivity levels. We keep track of quality indicators to ensure compliance with established standards. Experience management is key in pinpointing growth opportunities, and we streamline tasks by creating automatic workflows and integrations that facilitate valuable insights. Ultimately, Allswers empowers organizations to harness feedback effectively and drive continuous improvement.

Access CRM provides sales teams with essential tools designed to boost business success through enhanced teamwork and efficiency, improved close rates, and accelerated growth in sales. Its leading-edge integration with accounting and ERP systems facilitates distinct sales analytics, predictive insights, and efficiency improvements across marketing, sales, and customer service departments. By leveraging data-driven insights into your ideal customer profile, you can generate higher quality leads that result in better close rates, thereby speeding up customer acquisition. Additionally, tools for managing churn risk, cross-selling, and upselling are designed to maximize customer lifetime value. Access CRM includes features such as integration capabilities with Mailchimp and Klaviyo, customizable inquiry web forms, pipeline management with adjustable workflows, a document repository for proposals, a dashboard for sales managers, and insights into customer spending patterns over multiple years. Furthermore, by linking your accounting, inventory, or ERP system to Access CRM, you ensure that data flows seamlessly between systems, fostering enhanced collaboration among your team members. This interconnectedness allows for a more streamlined and efficient sales process overall.

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.

Gauge, comprehend, and respond to customer insights effectively. Leverage customer experience software to streamline your surveys related to experience and loyalty. Scrutinize customer opinions and implement changes within your existing IT frameworks. Incorporate customer feedback seamlessly into your daily operations. By automating your surveys, you can gain a comprehensive view of customer experiences and take meaningful actions that add value. We simplify the process of measuring, interpreting, and responding to customer insights. Nps.today transforms lengthy questionnaires into concise, targeted questions delivered at optimal times for respondents. Utilize automated prompts throughout the customer journey with surveys that are informed by data. Integrate your customer satisfaction and loyalty surveys into all communication channels and external outreach. Benefit from insightful dashboards to pinpoint areas for enhancement and elevate customer experiences. Employ categorization or artificial intelligence to uncover avenues for improvement, while also merging additional data sources for deeper insights into customer behavior. This holistic approach ensures you remain attuned to the evolving needs of your clientele.

Utilize essential metrics and data derived from various domains, such as sales, marketing, accounting, human resources, and project management, to make critical decisions; combine this with stakeholder feedback to comprehend the "what" and "why" behind your business data using AI. By leveraging these insights, your business can implement enhancements effectively. The automated processes for gathering, storing, visualizing, and consolidating vital metrics, data, and feedback through artificial intelligence streamline operations. AI also provides customized action recommendations tailored to your company's needs, enabling data-driven choices that align with your business objectives. With Industrytics, you can continuously gather and integrate data from multiple software applications, such as ERP, CRM, and accounting systems, as well as Excel spreadsheets, while benefiting from automated feedback surveys to further refine your strategies. This holistic approach not only empowers your decision-making processes but also fosters a culture of continuous improvement across your organization.

Homebuilders that produce high volumes of homebuilders can optimize their business processes, operations and margins by leveraging the power HomebuilderONE. This single, end-to-end modern enterprise planning (ERP), solution is built on Microsoft Dynamics 365 and connects all aspects of the business. HomebuilderONE provides native mobile device access. HomebuilderONE provides complete system functionality from any device. Users can access data and input information on the go, whether they are at work or in the field. The most complete ERP solution on the market, HomebuilderONE leverages the flexibility of cloud hosting and mobile accessibility. The HomebuilderONE ERP solution is the best in the homebuilding market. HomebuilderONE allows more homes to be built with greater efficiency, consistent repeatability, and a higher quality. It also reduces the time it takes to create new plans, open new communities and expand into new markets.

Sprinklr is a Unified-CXM platform that enables enterprises to manage every customer interaction from a single AI-powered system. It combines marketing, social media management, customer service, and consumer insights into one cohesive platform. Sprinklr uses advanced AI to analyze unstructured data from millions of conversations to uncover actionable insights. Its AI copilots and intelligent agents help automate workflows and enhance team efficiency. Marketing teams can run compliant global campaigns while maintaining brand consistency across channels. Customer service teams benefit from omnichannel support tools and real-time context for every interaction. Sprinklr enables human-AI collaboration to deliver more empathetic and personalized experiences. The platform integrates seamlessly with existing enterprise technology stacks. Built for scale, it supports global teams with high customization and governance. Sprinklr helps organizations transform customer experience into a competitive advantage.

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.

A robust CRM is essential for any retail brokerage, and LXCRM was specifically developed to facilitate communication with Forex traders effortlessly. Each component of our CRM is tailored to meet the unique demands of Forex brokers, enhancing your operational efficiency through integrated marketing and automation features. With multiple customizable dashboards, you can access all necessary information conveniently on a single page. LXCRM offers seamless integration with affiliate networks, email marketing, SMS services, and more, ensuring a comprehensive approach to client engagement. You can monitor the performance of both your sales and success teams, whether collectively or individually, for a more thorough analysis. Different staff members can be assigned specific permissions, providing optimum data security for your organization. A dedicated success manager will assist you in creating the most suitable package tailored to your needs, while our technical team ensures the smooth installation and integration of all brokerage components. Additionally, a training expert will guide your team through the various systems, ensuring that everyone is well-prepared to make the most of the tools available. With LXCRM, you can elevate your brokerage's performance and achieve greater success in the competitive Forex market.

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.

Tailored questionnaires are crafted to deliver a customized experience across both mobile and desktop platforms. Customers provide valuable insights through their unstructured survey responses. The Text Analysis Tool leverages Artificial Intelligence methods to automatically interpret this feedback, helping you identify key aspects of the customer journey. By engaging customers, employees, and managers, you can enhance response times with automatic alerts regarding the customer journey sent via email or SMS. With the Close the Loop Chat feature, you can address the immediate needs of customer satisfaction survey responses effectively. Notably, this functionality enables companies to communicate directly with consumers through an integrated chat on the platform, while customers simultaneously receive email feedback that mimics a conversational format. This innovative approach not only improves engagement but also fosters a stronger connection between businesses and their customers.

The era of juggling various applications has come to an end. Chirp was designed to empower customer support representatives by consolidating calls, web chats, emails, and social media interactions into a single platform. With the Chirp JavaScript SDK, users can effortlessly subscribe to Chirp events and perform actions in response, including altering states or initiating calls based on specific web events. Many younger customers gravitate towards live chat due to its expediency. TxChat provides a versatile chat module that seamlessly integrates with your website, allowing you to interact with visitors in real-time. This not only enhances customer satisfaction through personalized offers but also boosts sales conversion rates. The click-to-chat feature allows for direct engagement with potential customers. Additionally, customer support agents benefit from features such as transfer options, canned responses, and the ability to send attachments, which all contribute to delivering quick and effective customer assistance. In a rapidly evolving digital landscape, having such efficient tools at their disposal significantly elevates the support experience.

Our AI-driven platform efficiently organizes and simplifies the growing array of customer experience signals produced through surveys, messages, grievances, social media, digital discussions, and numerous other interactions. By leveraging sophisticated machine learning techniques, our system meticulously tracks and categorizes this data, highlighting critical problems, opportunities, and concerns that customer experience specialists need to keep an eye on. We provide an intuitive technology that significantly minimizes the effort required for sorting and screening, while simultaneously identifying the key elements that most influence customer experience quality and loyalty. Additionally, our driver simulation solution allows you to harness predictive analytics, enabling you to foresee the effects before executing any optimization strategies for the customer journey. This capability empowers you to model the potential outcomes of adjustments on future customer experience metrics and overall satisfaction levels, ensuring a more informed approach to enhancing customer interactions. Ultimately, our solution fosters a proactive strategy in managing customer experiences, leading to improved outcomes and stronger relationships.