Best CRM Software for Trello - Page 2

LiveChat is a robust customer service platform built to streamline communication for businesses. It unifies website chat, WhatsApp, Facebook Messenger, and Meta Suite into a single, high-efficiency dashboard, allowing teams to manage multi-channel support without increasing headcount. The platform focuses on operational efficiency through AI-powered features. The AI Copilot provides instant chat summaries, smart response suggestions, and grammar correction to maintain a professional tone. Technical features like "Sneak Peek" allow agents to see what users are typing in real-time before they hit send, significantly reducing Average Handle Time (AHT) and improving resolution speed. With a 5-minute setup and over 200 native integrations (including Shopify, WordPress, HubSpot, and Slack), LiveChat seamlessly integrates into any existing tech stack. For teams requiring custom workflows, it offers a robust API and webhooks. LiveChat provides the stability, security, and scalability needed to turn real-time conversations into measurable business growth.

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.

Introducing Userback, the leading user research platform tailored for small teams dedicated to gaining deep insights into user behaviors and enhancing product development. Userback provides the tools to capture feedback in a visually enriched format, along with metadata, to offer a profound understanding of user sentiment and actions through in-app surveys such as NPS, CES, and CSAT metrics. With Userback, you can enrich feedback context by diving into detailed session replays. Effortlessly segment users and monitor their interactions right from the point of login. With the ability to target specific user segments for personalized surveys, you can gain a comprehensive overview of user experiences from initial trial to potential churn. Elevate your brand image through customized feature portals, public roadmaps, and a centralized feedback hub that not only streamlines processes but also significantly boosts closure rates. Worried about coding? No problem at all! Start your journey promptly with a user-friendly browser extension, designed for internal quality assurance and meticulous bug tracking.

User.com is a full-stack software for marketing automation. It allows you to communicate with customers and manage your relationships. User.com is one platform that offers many features. It provides you with robust tools for sales, marketing, and support. You can use the different features to communicate with your customers consistently across a variety channels such as email marketing, mobile push, SMS messaging and call centers. This will make every visitor happy. You can see every piece of data and measure it all with all activities organized in one place. This can be customized to show only the essential metrics you choose to make it easy to take action. Are you ready to try it? Register now for a free trial at User.com -

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.

Smaply – the cutting-edge software for journey mapping with increased flexibility, customizability, and Journey Management functionalities. Smaply is a tool to create customer journey maps and analyze the customer experience, step by step. You can add various important details of each touchpoint and visualize your customer's journey using images, texts, emotions, KPIs and metrics. Go into more detail by adding pain points, solutions and opportunities, so gaining insights is even faster. Keep track of those in the portfolio graph of your workspace, which helps you to keep an overview and prioritize. Users are not only using journey maps as deliverables; they rather make them the core of their service development, thus journey maps move to the core of organizations.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

Usersnap is a user feedback platform designed for product teams to gather product-specific insights, accelerate user testing, and improve stakeholder feedback loops. Companies such as Red Hat, Erste Bank, Lego, and Harvard University excel in their enterprise growth and operations with Usersnap. Usersnap is right for you if want to: ✔️ Have a single platform for all product-related feedback to emerge new ideas ✔️ Capture issues with visuals and automate tech data to improve QA speed and cross-team communication ✔️ Make users feel engaged with the product by providing the easiest way to report issues and welcoming channels to share their voice ✔️ Allow PM, PO, and developers to build precise and user-centric solutions by connecting incoming feedback to product development workflows and tools ✔️ Quickly validate new features and monitor user satisfaction with micro surveys that yield higher response rates.

Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

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.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Snov.io is a multichannel lead generation and outreach automation platform that helps B2B teams find qualified leads, automate email and LinkedIn campaigns, and manage deals in one built-in CRM.

involve.me is an AI-powered interactive funnel platform that lets solopreneurs, marketers, and agencies capture and score leads through quizzes, forms, calculators, and landing pages — then convert them into loyal customers with automated, personalized follow-ups. No coding or design skills needed. Each form, quiz, or calculator can be designed to guide users toward a custom outcome while collecting valuable data, profiling responses, and scoring leads in real time. Whether you’re building a product finder, multi-step appointment form, ROI calculator, price quote generator, or lead magnet, involve.me offers the tools needed to capture, qualify, and route leads. Users can create a funnel from scratch, generate one in seconds with AI, or customize one of the 300+ ready-made templates available on the platform. Every funnel is fully customizable—from fonts, logos, and colors to layout and button styles—ensuring a consistent, branded experience. Then, features like conditional logic, answer piping, and logic jumps enable real-time personalization, allowing each funnel to adapt dynamically based on user input. Once published, funnels can be embedded directly on a website, launched as popups, or shared as standalone pages. And, with 60+ native integrations, along with support for webhooks and automation platforms like Make and Zapier, involve.me fits smoothly into any marketing or sales workflow. The platform includes a built-in analytics dashboard that tracks performance, user behavior, and conversion metrics. Users can also generate AI-powered reports that provide summaries and optimization suggestions to help improve results over time.

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.

Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth. Marketing with Zoe - Marketing with Zoe lets teams effectively target their entire addressable markets with hyper-personalization to convert more buyers into loyal customers. Sales with Zoe - Sales with Zoe helps close deals faster by giving every team member useful insights and serving as an intelligent personal assistant for time-consuming tasks. Experience with Zoe - Experience with Zoe is the best way to manage all your interactions in one place, gain insights into client experiences, and pinpoint areas for improvement to maximize customer value. Insights with Zoe - Insights with Zoe (Beta) delivers actionable, decision-grade insights through dashboards, reports, and alerts. Data with Zoe - Data with Zoe is the smartest place to store all your most important data, allowing even the most complex businesses to deploy an intelligent, unified data platform in days.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.

Who likes to fill out surveys? No one. Feedier is an innovative platform that collects valuable feedback. Keep your leadership position and turn feedback into growth leverage. Make data-driven decisions to improve services and products. Innovative forms: With a unique model called S.I.R.A., you can quickly deploy innovative forms in just minutes. Measure Satisfaction, Collect valuable Insights and Reward to Create Loyalty, and finally push an Action To Create Engagement Get more responses You can encourage your participants to provide feedback by requesting highly targeted and unique feedback. This will not only make the experience more efficient and faster, but it also motivates them to share their opinions. Empower your data: Feedier act as data-hub. Connect cross-data from your services and applications to the feedback you collect. Segment the data that you need. Machine learning analysis allows you to go one step further in sentiment analysis. A platform for collaboration to infuse actions Give feedback to your teams, engage your participants, and export your data.

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.

UserTesting transforms how enterprises gather and apply human insights by combining a massive, engaged global participant network with AI-powered insight synthesis. The platform offers fast, reliable feedback to improve marketing effectiveness, product usability, and customer experience strategies. By replacing traditional surveys and focus groups, UserTesting helps businesses quickly validate ideas, co-innovate with customers, and refine messaging to boost conversion rates and loyalty. Its enterprise-grade security and compliance certifications, including SOC 2, GDPR, and HIPAA, make it suitable for the most regulated industries. Leading companies such as Kimberly-Clark and Wells Fargo use UserTesting to accelerate decision-making, reduce costs, and improve customer satisfaction scores. The platform scales from individual teams to large organizations, providing expert-led services and onboarding to ensure success. UserTesting’s intuitive tools make it easy to get feedback on campaigns, UX designs, and digital experiences. Overall, it empowers businesses to move faster and smarter with the real voice of their customers.

If you're currently utilizing Trello for team project management and are interested in transforming it into a customer relationship management (CRM) tool, Crmble is the perfect solution for you. There’s no requirement to create a complicated setup using automation from external services or juggling multiple power-ups. Crmble offers a comprehensive solution that enables you to convert any Trello board into an effective CRM that seamlessly integrates with your Google or G Suite account. With Crmble, you can focus on what truly matters instead of dedicating time to build a CRM, ensuring you keep a close eye on your vital leads and business connections. Plus, this integration helps streamline your workflow and enhances collaboration within your team.

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?

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