Best CRM Software for Zapier - Page 9

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

Aloware functions as a comprehensive contact center that facilitates both voice calls and SMS/MMS messaging, seamlessly integrating with leading CRMs. Whether you need a contact center solution, a sales dialer, or call tracking features, we offer a complete array of customer engagement tools all within a single application. Your team, including support agents, sales representatives, and marketers, will appreciate the benefits of having a unified platform for managing customer conversations. This centralized hub enhances collaboration and improves efficiency across all customer interaction points.

Giftbit is a user-friendly software platform that lets you buy, send and track digital gift cards for your reward and incentive programs. Deliver your offers via email, text or by offering an in-app marketplace. Automate gift card sending with our Gift Card API integration or connect via Zapier. With Giftbit, you get comprehensive reporting and tracking on the status of every gift card, custom branding, and freedom from inventory management. Sign up for free today! No minimums, no subscriptions. Pay face-value of the cards you send and get 50% back on unclaimed offers.

Textline serves as a dynamic business messaging platform tailored for contemporary customer support and sales teams. Utilizing business texting provides a rapid, approachable, and convenient way to communicate, making customers feel appreciated and acknowledged. Enhance customer experiences and foster deeper relationships with your clientele. It's clear that customers prefer to text you, so eliminate the waiting times and allow them to reach out anytime and from any location. Our platform facilitates direct, interactive communication, even when managing a high volume of inquiries simultaneously. Recognizing that customer support is a collaborative effort, we designed our platform to promote teamwork and enable your staff to perform at their best. Textline organizes all your conversations and customer data in a single location, allowing you to oversee your team’s activities, streamline processes, and track advancements. Simply set up your phone number and customize your workspace to initiate genuine conversations with numerous customers. By utilizing tools and features crafted for effective collaboration, you can work more efficiently and effectively serve your audience.

Axonaut serves as the comprehensive solution that combines incredible power, efficiency, and user-friendliness, all while remaining budget-friendly. Operating a small business can be challenging, and you deserve a CRM that simplifies your processes. Consolidate all your contacts in a single, easy-to-use platform. Enhance productivity and ease in managing customer relationships. Effortlessly create branded quotes and invoices, and convert them into invoices with just a single click. Oversee revenues, expenses, and cash flow seamlessly. Keep track of bank transactions and account balances with clarity. Access in-depth statistics to inform your decisions. Streamline your accounting tasks through automation. Tailor your export methods and formats to suit your needs. Oversee organization-specific accounting codes. Launch and oversee marketing campaigns via email and text message. Organize and segment your mailing lists using multiple criteria for a more focused outreach strategy. Additionally, manage your workforce and associated expenses through the Staff Registry to optimize operational efficiency.

Fonn is the new way of managing your construction projects. We have consolidated drawing storage, documents, progress tracking, and on-site communication to one platform. Your job site will be more productive with an easy-to-use field tool and an easy-to-understand office tool all in one. This will make your office more informed and more productive. Stop using multiple tools for managing your job site. Fonn is your best choice. Fonn can help you bring order to your job site.

forms.app is an easy-to-use online form builder that allows users to create forms with just a few clicks. It offers over 30 question types, including signature, opinion scale, star rating, selection matrix, file uploads, payment, and more. The forms look super clean and modern. Users can switch between a one-at-a-time conversational layout and a list view layout where questions are listed in one or multiple pages. forms.app offers powerful form-building features, such as conditional logic, auto-scoring, multiple endings, multilingual forms, save as draft & continue later, auto-emails, custom PDF exports, custom CSS, custom domains, and more. It has an AI form generator option to get started, where you type what you need, and the AI creates the questions for you. The platform also offers customizable form templates for various form categories, such as registration forms, application forms, feedback forms, booking forms, etc. The free plan has a 100-response limit per month, which is much more than some other form tools. On paid plans, the platform offers a significant annual discount, making it a better option for longer use.

Say goodbye to seeking validation through compliments with automated customer testimonials. In just 10 minutes, you can set up a system that simplifies the collection of high-quality testimonials, an essential aspect for any business. Traditionally, this process has involved tedious communication and coordination. Endorsal transforms this experience by fully automating the workflow, allowing businesses to save both time and resources. By enhancing your conversion rates, fostering customer loyalty, and bolstering your brand's reputation, this service delivers significant value. You have the flexibility to select the information you wish to gather from your customers and customize the form to align with your brand's identity. Once that’s done, you can effortlessly send automated review requests through email and SMS. With a variety of sleek, responsive templates available for customization, or the option to create your own using our REST API, embedding testimonials can be accomplished within minutes, even without coding skills. Moreover, customers can conveniently share their feedback on popular review platforms such as Google My Business, Facebook Pages, and Yelp, enhancing your online presence. This streamlined approach not only simplifies the testimonial process but also encourages more customers to share their positive experiences.

Dot.vu is an Interactive Content Platform that empowers brands to create Interactive Experiences that engage, entertain, and educate their audiences – without writing a single line of code. With the Dot.vu platform, users benefit from complete creative freedom in crafting unique Interactive Content that distinguishes their brand from competitors, provides customer insights, generates leads, and boosts conversion rates. Unleash the power of data with Interactive Content. The Dot.vu platform enables you to track your KPIs through visual dashboards and reports and zero- and first-party data for more customer insights. The more data you collect, the more you can personalize your Interactive Content and adapt it to your buyer’s journey. Say goodbye to multiple platforms and apps for one project. With Dot.vu, you can create, publish, manage, and track your content on one platform. If time is of the essence, our Agency Service guides, supports and creates Interactive Content for you. Save yourself some time, as well as costs, and create better Interactive Content for your customers.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Reeview leverages the power of behavioral psychology to help business owners get more reviews online from customers on a scale not seen before. Businesses can easily create a steady stream of positive reviews through the power of email, sms and automation. This will help them build a stronger reputation and increase their ranking, which will lead to more sales.

We have developed all the essential features necessary for executing multi-channel outbound campaigns, enabling you to initiate more conversations and successfully close additional deals. Our advanced algorithm identifies missing email addresses and automatically enhances your contact information. You can arrange your contacts into lists and utilize our dynamic smart segments for better organization. Understanding that your business is unique, we offer the option to customize Overloop with personalized fields. By linking your LinkedIn account, you can streamline the process of profile visits, connection requests, and direct messaging. Monitor key metrics such as opens, clicks, visits, bounces, replies, and even out-of-office responses. You can send emails as replies to your prior correspondence for seamless communication. Increase your revenue and minimize time spent on repetitive tasks by establishing effective workflows through a straightforward, visual interface. Task creation is versatile and tailored to your requirements, allowing you to generate various kinds of tasks like actions, calls, or emails, ensuring everything gets accomplished efficiently. Furthermore, our platform empowers you to enhance productivity while maintaining a personalized touch in your outreach efforts.

Rolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs.

Multi-unit organizations use SULTS to standardize how every location executes, reports, and improves. The platform layers +25 native modules on top of one operational graph: digital checklists with photo and signature evidence, operational audits, support ticketing, corporate university, internal communications, B2B procurement, project management, and expansion pipeline management. Each module inherits the same unit hierarchy, permissions, and data model, so a change at headquarters propagates instantly to every branch. +1,500 organizations currently operate on SULTS, spanning +92,000 active units and +600,000 users across franchising, retail, manufacturing, agribusiness, healthcare, education, and services. Deployments range from 5 to +3,000 units on a single contract. Per-unit pricing, offline-capable mobile apps for iOS and Android, public REST API, native Zapier and Make integrations, SSO, and role-based permissions for multi-layered organizations.

Pronnel is an agnostic SaaS work management solution. Clients have used Pronnel to build their CRM, Tech Development, Recruitment Pipelines (AGILE), HR Processes and Systems, Logistics, Event Management and Lead Management Systems. They also use it as a tool for ISO Implementation, Audits and CAPI systems. Features include: 1) Kanban Boards Grid Views (Spreadsheet Formats), Activity Tracking. 2) Configurable dashboards and reports 3) Approval and Automation Rule Settings 4) No-Code Custom Process Configurability 5) WhatsApp Integration, Email, Web Forms 6) Configurable Alerts Available as web version, Android and iOS apps.

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

Effortlessly distribute your contact information using digital business cards saved in your Apple or Android wallet, ensuring they are always on hand and environmentally friendly, in contrast to conventional paper cards. Key Features: Always available: Say goodbye to forgetting your business card at home or searching for a pen and paper to jot down your details. With your digital business card, you have instant access whenever you need it. Easy retrieval from Apple Wallet and Google Wallet: Just display your QR code to share your business card with others—no need for app downloads or extra NFC chips. Experience the convenience for yourself by scanning this QR code! Plus, the simplicity of this process makes networking smoother than ever before.

Twozo is a CRM platform designed to support small businesses in managing customer relationships, sales processes, and workflows. With tools for lead tracking, contact management, automation, and detailed reporting, Twozo offers everything a small business needs to improve operations. The platform’s adaptable pipelines and workflow automation help businesses save time by reducing manual tasks, while its analytics provide actionable insights to drive growth. Twozo’s user-friendly interface and flexible features make it ideal for businesses aiming to enhance their customer experience and increase revenue.

CrmLeaf is an all-in-one AI CRM platform built for growing businesses that need sales, support, projects, HR, payroll, and operations in one place. The platform helps teams manage leads, contacts, pipelines, tasks, service requests, projects, employees, proposals, invoices, and workflows without relying on multiple disconnected tools. CrmLeaf is designed to fit existing business processes, with support for spreadsheet imports, Gmail, Outlook, IMAP email, legacy CRM migration, and quick setup. Its clean interface and simple workflows help teams start using the system with minimal training. The built-in AI assistant helps users draft emails, summarize meetings, predict lead scores, and support faster decision-making. CrmLeaf also includes automation tools that can capture leads, send welcome emails, assign sales reps, and keep workflows running in the background. Businesses can use the unified dashboard to manage sales, projects, HR, and service activity from one central workspace. The platform offers transparent pricing with features such as unlimited sales pipelines, HR and project management, integrated AI assistance, contacts, storage, and user seats depending on the plan. CrmLeaf helps companies replace expensive modular software with a more connected CRM built for simplicity, scalability, and operational control.

Builder Prime, a customer- and project management software, helps contractors save time, make more money, and land more work. Builder Prime's Customer Relations Management feature allows contractors to manage their leads and all their interactions. Builder Prime allows contractors to track and monitor all their projects from any location and any device using the Project Management feature. Clients can also access Builder prime via the Client Console feature. This allows them to view and pay invoices, submit work requests, and sign contracts electronically.

Reviewing your business allows you to see it through the eyes of potential customers. They will show you where your business is losing market share and how it compares to the competition. ReviewTrackers is dedicated to creating simple, useful technology that bridges between the customer and the brand. Our software helps businesses understand their customers better, build trust and uncover the insights that will help them grow their business.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Software for enterprise survey in 150 countries. You can conduct insightful surveys and get actionable feedback. Monitor employee experience (EX), customer experience (CX), and engagement. Close the loop using shareable reports, dashboards and alerts. The first step is collecting data. The real value lies within the efficiency of reporting. We provide real-time reporting to help you spot trends sooner and gain deep insight into your organization to improve processes. Once you have completed your report, share it with others. You can create different share links with different filters depending on what you want viewers see based on your operational data, hierarchy, and organization. Integrate with Slack and Zendesk API, CRM, CRM, and more. Unlimited users, works in 49 languages. L'Oreal and Toyota are some of the clients. Allegiance Bank, Sony and the Government of Canada are others.