Best CRM Software for Zapier - Page 6

Simplesat is a fun and easy way for customers to provide feedback on their CSAT (Customer Satisfaction Test) and NPS (Net Promoter Score). ConnectWise and Zendesk, Autotask Salesforce, Freshdesk HubSpot, Zendesk, Zendesk, Zendesk, Zendesk, Zendesk, Zendesk, Autotask, Salesforce, Freshdesk and HubSpot allow you to collect customer satisfaction directly. You can also add the customer survey to your email signature and send it directly from Simplesat. All of your feedback is stored in one place, making it easy for you to analyze and take action.

involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan available. Paid plans from $19/month. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for. Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships. We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages. Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)

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.

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.

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.

Enhance your customer communication by adding a personal touch, which can significantly improve satisfaction through the use of live chat. Crisp goes beyond mere chat software by streamlining all aspects of your customer interaction into a single platform. Your customers will enjoy a fantastic experience with a collaborative inbox, allowing you to address inquiries from website visitors with ease while simultaneously cutting costs using our live chat application! Research indicates that visitors who engage through chat support are more inclined to complete a purchase. With our complimentary chat solution, you can implement automated messaging that fosters proactive customer service, transforming casual visitors into potential clients. If you believe CRM software is solely about managing contacts, it’s time to shift your perspective. Crisp CRM offers a wealth of features that extend far beyond basic functionality, providing small businesses with tools to automate mundane tasks, enabling them to secure more deals. With Crisp, you can funnel more high-quality leads into your sales pipeline efficiently and effectively. This not only enhances operational efficiency but also ensures your business is well-equipped to thrive in a competitive market.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Chatfuel is the best messaging automation solution for Facebook, Instagram. Chatfuel allows you to generate more leads, personalize your marketing and automate customer service. Chatfuel is free to get started.

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.

HelpDesk will help you improve your customer service. It makes it easy to manage customer messages. To simplify your support tasks, organize all your tickets in one simple-to-use system. Friendly customer service will increase brand loyalty. To build stronger relationships with customers, send contextual and personalized messages. HelpDesk's features can help you save time. HelpDesk's built-in tools make it easy to solve tickets and speed up your response time. Collaborate with your colleagues. HelpDesk allows you to communicate with your team from within the app. To gain more insight, analyze feedback. To learn more about your customers' needs, let them rate your responses. Work on desktop, mobile. Web-based HelpDesk app works in a browser. Support your customers from any device. For 14 days, you can try HelpDesk free of charge.

Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.

Our white label, event-based loyalty solution makes it easy to launch or upgrade your digital loyalty program. You can configure the rules for your loyalty program in our reactor engine so that you can instantly react to customer behaviour and get any type of result. Your customers will receive their rewards right to their phones with our white label loyalty mobile app. Have an app or website already? Our SDK solution will allow you to integrate loyalty in your existing system. Customers can redeem rewards codes right from the app. Push notifications allow you to reach your customers directly from the app. Multi-step achievements and challenges can be created to increase engagement. The app can be customized with content such as a menu or table booking. The loyalty app can be completely customized to fit your brand. Our modular API-first technology allows us to provide a complete loyalty solution, or just a powerful engine for loyalty. Get in touch with us today!

TrustAnalytica offers the best online interaction solution for helping businesses grow and be found online. TrustAnalytica offers a comprehensive business toolkit that can be used to help businesses deliver exceptional customer experiences and retain customers with modern technologies. TrustAnalytica is used by every company, large and small, for internet marketing and reservations, connecting with prospects and customers, and conducting research surveys. TrustAnalytica helps you build your online reputation through automatically generating reviews. TrustAnalytica's reputation-management system sends consumers a text message and a link. It takes only seconds for them to submit reviews. Do not wait for more reviews, instead get out there and obtain them.

Bloomerang CRM helps nonprofits raise more by turning donor data into deeper relationships. With a 360º view of every supporter, you can personalize outreach, boost retention, and unlock greater generosity—all in one intuitive, mission-driven platform.

The hotel industry is one the most competitive and fastest-growing sectors. It is becoming more difficult to build loyal relationships with guests and attract new guests as guests become more digitally-savvy and price-conscious. This is where hotel CRM software can help. This software can help you improve your sales, marketing, and customer service and increase customer satisfaction. The CRM can be used to unify all inquiries from all channels, including booking engines, travel websites and web forms on your site. It creates a complete guest profile, stores all communications and visits, and keeps a record of them. It streamlines your marketing campaigns with the ability to create targeted, data-driven outreach and promotional emails for both your business and your private guests. It also provides transparency in your financial transactions and automates the generation and payment of invoices and quotes.

Experience the effortless method to access all information related to your contacts in a single location. This includes emails, phone calls, meetings, notes, follow-ups, and social media interactions. Cloze seamlessly monitors your emails, phone communications, meetings, documents, as well as integrations with Evernote, LinkedIn, Facebook, Twitter, and numerous other platforms. Everything is meticulously organized according to contact, company, and meeting, eliminating the need for tedious tasks. Additionally, we ensure that email signatures are captured, keeping your contact information consistently current. With Cloze, managing your professional connections becomes a streamlined experience.

The Chaordix Community Platform hosts communities that connect top brands with their customers, members and users. Our Community Platform is a white-label SaaS solution that connects brands with people who matter most to them, so they can share, discuss, and learn. - Engage your community with a variety of activities and content. - Customizable, ever-expanding profiles facilitate discovery & reporting - Create challenges to gather ideas, review submissions and then put them to a vote. - Create groups manually or automatically by using specific criteria. Connect with customers to build brand loyalty and boost advocacy Access a high-quality, on-demand group of customers and fans to conduct research.

We don't identify as a CRM; rather, we specialize in Conversation Software. Bonzo enables business owners to engage in large-scale conversations and amplify their voice through straightforward automation and genuine outreach. With our platform, you can effortlessly create automated workflow campaigns utilizing five follow-up channels: SMS, email, video, calls, and voicemails. Tailor your communication to resonate with your audience by using custom data fields that reflect their identities and needs. Our mobile app, Bonzo Go, allows you to interact with prospects seamlessly. Leverage our tested, ready-made campaign templates to foster inbound conversations effectively. You can be operational in just minutes, sending bulk texts, emails, and voicemails to your contacts with only two clicks. Manage your interactions and contacts with ease, setting reminders for follow-ups, sending documents, or checking back in with prospects. Additionally, you can distribute leads among team members in a round-robin fashion and monitor each lead's development. This streamlined approach not only saves time but also enhances your overall engagement strategy.

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.

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.

Caspio is the leading no-code platform for creating online database applications without coding. Everything you need for digitally transforming business operations and workflows is provided in Caspio's all-in-one platform. It features an integrated cloud database, a visual app builder, enterprise-grade security and regulatory compliance, as well as scalable global infrastructure. Caspio is trusted worldwide by more than 15,000 companies. Get it free. Caspio, a pioneer in cloud computing, has been developing its database platform since 2000. It is capable of supporting HIPAA and all Caspio plans offer unlimited users and are competitively priced.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy. Powering over half a million agents today, Twilio Flex is accelerating digital transformation by freeing companies from the limitations of legacy call centers, all on one powerful platform. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications - CRM, payment systems, service ticketing, rewards program, navigation on the web, etc. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips so they can deliver the best customer experience. Find the documentation, sample code, and developer tools needed to tailor the contact center to your unique needs. Whether you're starting an outbound call, initiating a warm transfer, or monitoring agent activity, our guides will provide you the context you need to get the most out of Flex's existing architecture.