Best CRM Software for SendGrid

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.

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.

boberdoo.com is a sophisticated software-as-a-service solution designed for the lead generation industry. boberdoo.com offers lead distribution software, call routing and Ping Tree software. It helps you track, route, bill, and bill all your web leads and phone calls from one platform. Additional features include live calls transfers, lead scoring, form building, internet lead routing, custom filtering options, data science, artificial intelligence for lead buying, feedback capture, ping post, intuitive reporting and SMS lead deliveries.

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Powerful, accessible, nonprofit-friendly software Keela is a cloud-based donor management tool that allows organizations to easily engage and build meaningful relationships with their contacts. Using powerful, but easy-to-use tools to automate workflows, increase capacity, and decrease stress, Keela has helped thousands of nonprofit professionals grow their mission. Keela offers all the key features expected in a Nonprofit focused CRM like donor management, email marketing, and reporting, but we give you so much more!

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business. Attract Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales. Nurture - Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations. Grow - Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

WebEngage, the best-in class marketing automation software suite, helps businesses-to-consumer companies (B2C) increase user retention and drive higher revenues. WebEngage is cloud-based and easy-to-use. It allows businesses to manage cross-channel communication with customers. They can send messages via SMS, Emails, SMS, mobile Push Notification, web push Notification, on-site alerts or in-app messaging. This solution allows cross-device tracking, live segmentation and deep data personalization. WebEngage's Journey Designer allows businesses to create complex lifecycle campaigns efficiently.

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.

Online community platform that can be customized to connect, engage and retain users. Bettermode is an online community software that uses cloud technology to empower the next generation of branded communities. Your users can discuss and connect with each other under your brand. Users can create articles, ask questions, answer them, create polls and upvote, comment, and share many types of content. Use our modular community platform, native widgets, widgets, API to build habit-forming online communities. Bettermode provides unique value to clients through the following key elements. - A fully customizable community platform that allows you to display your community site exactly how you want. - Fully adaptable for your brand guidelines and navigation structure of primary website or product. - Add community experience to the customer journey with embedded widgets - Extensive API store and app store (SEO App, virtual coins App, social Log In and many more). - 20+ Integrations with top third-party apps (includes Zapier).

Trackdrive enhances both inbound and outbound interactions with your leads, allowing communication through various channels such as telephone calls, SMS, emails, and integrations. With robust call analytics, it offers valuable insights into conversion rates stemming from both online and offline sources, enabling you to assess call conversions linked to your marketing strategies. You can effectively monitor traffic sources, URL keywords, and custom tokens all in one platform. Additionally, it automates the scheduling of contact with leads, facilitating lead conversion through SMS, emails, and outbound calls. The system allows you to set up Call Center Agents to manage consumer calls seamlessly within Trackdrive. It also includes a feature for automatically forwarding calls to your highest-earning buyers, while enabling these buyers to compete for calls through Real Time Bidding to boost their call volume. Moreover, Trackdrive supports integration with a variety of third-party systems, allowing you to connect easily to platforms like Zoho CRM, AWS S3, Cake, Google Adwords, HasOffers, Infusionsoft, and several others, thereby enhancing your marketing efficiency and reach. This integration capability ensures that your business processes remain streamlined and effective across multiple channels.

1stContact.ai revolutionizes CRM for SMBs by bringing together sales, marketing, and customer support tools into one seamless, AI-powered ecosystem. Its built-in assistant Jenny acts as your voice-enabled business co-pilot, automating tasks, managing pipelines, and launching multi-channel campaigns effortlessly. The drag-and-drop pipeline interface lets teams visualize deals in real time, while AI-powered lead scoring prioritizes prospects most likely to convert. Users can build websites, forms, and sales funnels with ease, supported by robust marketing automation that nurtures leads 24/7. The system also integrates natively with tools like Zapier, Stripe, Shopify, and Salesforce, ensuring your data flows smoothly across every touchpoint. 1stContact.ai includes advanced features like reputation management, unified messaging, and course creation to help businesses expand their offerings. Flexible pricing plans—from a free starter package to a fully white-labeled enterprise solution—make it accessible to teams at every stage. By combining automation, analytics, and AI, 1stContact.ai turns complexity into clarity for growing businesses.

Our cloud-based donor management software and fundraising platform integrates with many software tools you already use; saving you time, money, and focused on your organization's mission. The flexibility to integrate with leading software tools like QuickBooks Online, Constant Contact, Zapier and more; positions Little Green Light as the donor management and fundraising platform of choice to build support and scale with your organization as it grows. Tasks such as donor management, tracking fundraising efforts, managing volunteers and events, sending acknowledgement and appeal letters, and more; can all be done within a single platform anywhere there is an Internet connection.

Your website attracts numerous visitors every day, yet only a small fraction engages with your offerings. Regardless of advancements in technology, the need for social proof remains essential for building confidence. Wiser Notify provides a simple and efficient way to instill trust in what you present to your audience. Aiming to enhance sales through effective marketing strategies for thriving e-commerce ventures, Wiser Notify leverages the principles of consumer psychology to offer digital solutions. With its focus on social proof and FOMO (fear of missing out) marketing tactics, Wiser Notify helps draw in potential customers while enhancing your credibility. By displaying recent activities such as sales, sign-ups, and subscriptions, you can foster trust and increase your site's popularity, ultimately leading to greater success in your business endeavors. These strategies not only boost sales but also create a more engaging user experience.

OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

Paylode is a customer perks platform. We are the fastest way for any company to launch and manage a robust perks program for their customers. We make it easy through a no-code interface and a pre-vetted, pre-negotiated marketplace of over 1,000+ perks from leading consumer brands. Every company wants to have a perks program… but they’re expensive, and super hard to build in-house. Paylode makes it possible to launch your own branded, customized, curated perks program in 15 minutes. Personalize and reward every moment of the customer journey, and watch your authentic customer engagement grow.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

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

Wakeupsales, a cloud CRM that is easy to use for all sizes of teams, is ideal. It is used by sales teams in IT, real estate, digital agencies and online travel agencies to keep track of their sales pipeline, increase deal closure rates, and build lasting customer relationships. You can bring together all your leads, contacts, opportunities, and team members on one cloud platform. This will increase your closing rates. You can keep your team motivated and engaged by providing complete transparency throughout the sales process. Take the chaos out your customer management and put your focus on your customers to reach your goals. You can save a lot of time by avoiding repetitive and manual tasks.

Survicate is an effortless survey software for getting continuous customer insights at scale. Whether you want to measure customer satisfaction (CSAT), track your Net Promoter Score (NPS), get website feedback, or test product-market fit, Survicate supports any use case related to collecting and managing customer feedback. Why choose Survicate? • Easily create customized surveys and start getting customer feedback within minutes • Run surveys where you need them: via email and link, on your website, in-product, or in mobile apps • Connect with your other tools, such as Hubspot, Salesforce, Mailchimp, and more, via native, one-click integrations • Capture partial responses and target users at various points in their journey With Survicate, you can: • Get constant streams of insights from your customers at all stages of the user journey to better understand their needs • Learn what customers think of your website, product, or customer service and get data to validate your ideas • Automate continuous feedback collection to track key metrics over time • Act on feedback to increase customer satisfaction and loyalty, reduce churn, build better products and develop more effective marketing strategies

Utilize Promoter Ninja for NPS to distribute Net Promoter Score (NPS) surveys to your clients and gather their feedback efficiently. This platform allows for segmented analysis with a single interaction, simplifying the process of understanding customer insights. Additionally, Promoter Ninja for NPS supports sending surveys in various languages, catering to a diverse customer base. By leveraging these features, businesses can enhance their customer engagement and improve overall satisfaction.