Best CRM Software for Zapier - Page 8

Customerly simplifies the process of providing exceptional support to your clients as your business expands. It enables you to foster significant connections with your customers via text and video, all while managing incoming messages through a user-friendly dashboard. With Customerly's smart marketing automation, you can effortlessly scale your operations. Understanding user feedback about your service has never been more straightforward. By combining advanced automation with a focus on human interaction, Customerly serves as the customer service solution your clients have been searching for. You can set up automated communications to engage with customers throughout their journey, from initial awareness to becoming loyal advocates. This seamless integration of technology and empathy ensures that every customer feels valued and heard.

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.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

Launch diverse, multichannel marketing campaigns from a single platform, ensuring that your sales team receives qualified leads primed for outreach. Achieve your growth objectives by equipping both your marketing and sales teams with a robust pipeline to engage with. Drive consistent revenue by streamlining marketing and sales processes, effectively sealing any gaps in your sales funnel. Seize every active opportunity without fail. Obtain contact details tailored to criteria such as geographic area, company size, industry, job titles, and technology through prospect websites, B2B social media platforms, or from our extensive database comprising over 200 million contacts globally. Empower your marketing team with top-tier leads to enhance their efforts. This comprehensive approach not only boosts efficiency but also fosters stronger connections with potential clients.

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.

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.

Social proof can increase conversions. ProveSource is used by over 18,000 websites to increase trust, credibility and conversions using social proof. Your website or online store can now launch smart, attractive, and highly converting social proof notifications. Did you ever feel more excited to visit a new restaurant when you saw it was popular and busy? Your website is the same. It is difficult to determine how "hot" a website really is. ProveSource makes it easy for customers to have an online experience that is as informative and engaging as visiting a physical place. ProveSource helps increase conversions by highlighting customer behavior on your website, such as product reviews and recent orders. ProveSource is an easy way to increase your conversions. Convert your visitors into customers today!

Hatch is the AI growth engine built for service businesses. Our AI CSRs work across voice, SMS, and email to convert more leads, drive revenue efficiency, and fuel growth at every stage — without added headcount, complex software, or costly answering services. From one-crew shops to national brands, Hatch delivers the same powerful conversion engine: AI-powered 1:1 communication that scales as fast as you do.

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Email Marketing Automation for WordPress and you! FluentCRM is a self-hosted email marketing automation plugin for WordPress. All your WordPress dashboard features are available: Manage leads and customers, email sequences, learner management, affiliate management, and more. All the essential features to help you skyrocket your growth. Email marketing has the highest ROI. FluentCRM's email manager will allow you to create mass email campaigns that have higher conversion rates. Our simplified CRM will make it easy to master email marketing. A solid customer data platform is essential for a successful marketing campaign. FluentCRM makes it easy to see the customer's profile and track their purchase history.

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

todo.vu combines task and project management with time tracking and billing to provide a flexible, all-in-one productivity tool for freelancers, consultants and teams. Managing any number of client tasks or in-house tasks is made simple. Users can capture tasks quickly, organize their workload visually, delegate, collaborate, and track any time spent on tasks – at any hourly rate. Unlike many time tracking tools, todo.vu tracks time to specific tasks, clients, projects and billing rates. That means teams can work uninterrupted while todo.vu tracks, records and then calculates total costs based on their hourly rates in the background, ensuring accuracy and transparency when billing, invoicing and reporting. Real-time dashboards reveal who's working on what, when, and at what cost, so you can see and understand every minute spent in your business. Share any time, cost or activity detail with clients through beautifully branded billing reports, and raise detailed invoices in minutes. Track team and project progress, and use real data to improve business productivity and profitability. todo.vu is $9 per month per user, capped at $99 per month; every user after the eleventh user is free.

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

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?

Maximize the value of every relationship and seize every opportunity with BenchmarkONE, previously known as Hatchbuck. This comprehensive sales and marketing software is designed for small businesses, integrating CRM, email marketing, and marketing automation functionalities. BenchmarkONE empowers expanding businesses to effortlessly monitor their prospects and customers, streamline follow-up processes, and effectively assess the success of their marketing campaigns, ensuring they achieve their growth objectives. By utilizing this robust platform, small businesses can enhance their operational efficiency and foster stronger connections with their audience.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your 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

Chaport is multi-channel live chat and chatbot software for business, with premium quality and affordable price. It is designed as a modern messenger to make communication with customers as easy and enjoyable as chatting with friends. Chaport is convenient for everyone to use as it has applications for all platforms, be it iOS, Android, Web, Windows, or Mac. Among the most important features are auto-invitations that will help you engage visitors in the communication process, chatbots that will help you provide support 24/7 and get more qualified leads, and integrations with social networks and messengers that allow support specialists to answer questions from different channels in a single app. Chaport also provides self-service capabilities: you can create a knowledge base for your customers, add it to your website, and activate an FAQ bot to automatically suggest help articles directly in the chat widget. Other features include pre-chat form, custom fields, typing insights, saved replies, file sending, detailed visitor info, widget customization, group chats, reports, and even more. It is also possible to integrate Chaport with other apps via Zapier or API.

AllClients serves as a comprehensive CRM and marketing solution designed specifically for small businesses. Enhance your customer engagements, streamline your processes, and increase your revenue through functionalities such as email campaigns, customized landing pages, and automated workflows. Best of all, you don’t need any technical expertise to get started with these powerful tools. This platform empowers you to focus on what truly matters—growing your business.

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

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.

Email Hippo provides email verification products for marketers, developers and fraud fighters. CORE is a self-service web app that allows users to import lists of up to 500,000 emails and check whether they are valid and trustworthy. This enables marketers to remove bad data from their email lists, reduce bounce rates and improve deliverability. MORE is Email Hippo's API product. It allows users to embed email verification directly within their sign-up forms, CRMs and other business apps. MORE checks every email against up to 74 data points for maximum accuracy and reliability. With ASSESS, users can check email addresses for specific pre-fraud indicators such as gibberish, recently registered domains and dark web links. ASSESS is also accessed via API and provides pre-fraud intelligence in real time. Email Hippo has provided email verification since 2000 and became ISO27001 certified in 2017.

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.

TXTImpact is a leading Mass Texting and Business Messaging Service provider, offering reliable and cost-effective communication solutions for businesses of all sizes. The platform is designed to simplify messaging, enabling users to send mass text messages, bulk MMS campaigns, SMS polls, surveys, appointment reminders, and more with ease. TXTImpact caters to a wide range of industries, including retail, healthcare, education, and nonprofits, by providing customizable tools that meet specific business needs. Its intuitive dashboard and user-friendly interface make it ideal for both tech-savvy and non-tech-savvy users, streamlining workflows and saving time. With advanced features like real-time analytics, message scheduling, automation, and seamless integration capabilities, TXTImpact ensures effective engagement and reliable delivery. Comprehensive support, including a knowledge base, tutorial videos, and responsive customer service, further enhances the user experience. Whether you're launching marketing campaigns, sending notifications, or improving customer interactions, TXTImpact offers a scalable and trusted solution for all your business messaging needs.

Onfinity (formerly VIENNA Advantage) is an open source ERP and CRM built for manufacturers and used well beyond them. The community edition, Pluto, is the same code as the paid editions: accounts, purchase, sales, stock, manufacturing, HR and projects on one system. No user limit, no time limit. Eclipse Public Licence; extensions stay yours. The platform is the point for developers. The Application Dictionary is the low-code layer: windows, tabs, fields, validation rules, workflows, processes and reports are defined as metadata, so a vertical built on Onfinity does not fork the core and survives every upgrade. Dashboards, a report writer, a REST API, a mobile app, and the Onfinity Market for module updates and add-on modules, most of them free. Multi-company with its own books, calendar and currency per company; multi-currency; multi-language. Technology: C# / .NET on IIS, an HTML5 client in the browser, PostgreSQL 12 or later or Oracle 12c or later. The source code is on GitHub. Packages, cloud images for AWS and Oracle Cloud and setup guides are on the download page; the free community registration opens the documentation, video tutorials, online training and 30 days of support. For manufacturers: multi-level bill of materials, work orders, multi-level MRP, make to order with the sales order line on the work order, batches with expiry, landed cost on imported inputs. Job work costing, quality checks and production costing are modules of the paid editions. Editions: Pluto (free, self-hosted); SME Cloud (hosted, per user per month, with a support desk, payroll and country tax modules such as India GST and e-Invoicing); Nova (several plants or companies, cloud or own servers, by quotation); Galaxy (groups and public bodies).