Best CRM Software with a Free Trial of 2025 - Page 34

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Create your own website, launch your products, and establish a membership site in just minutes (yes, just minutes). Experience the simplicity of starting your platform by taking advantage of our FREE 14-day trial. Sell your products and onboard members right away! With impressive features such as a landing page builder, upselling options, and affiliate management, you have all the tools necessary for outstanding marketing success. Our goal is for you to claim your place in the market! Simplero empowers you to oversee your entire business from a single user-friendly dashboard. Expand your business without being hindered by technical challenges or the need for developers. While it excels in courses and subscription services, Simplero also includes email management, website creation, landing page design, automation capabilities, and much more—such as affiliate programs, media hosting, a help desk, and ready-to-use templates designed to foster relationships with your clients and allow you to concentrate on what truly matters. First impressions can make a lasting impact, and with Simplero, your customers will perceive you as someone who is well-organized and professional from the very start, ultimately enhancing your brand's reputation and trustworthiness.

Surpass customer expectations by partnering with a premier provider of agent services complemented by AI-driven digital and voice automation. Regardless of your sector, success can be quantified in numerical terms. At [24]7.ai, we are acutely aware of the pressing challenges faced by customer-focused organizations, and we possess the expertise to yield tangible results. Our tailored solutions and services are designed to significantly influence the key performance indicators that matter the most: customer satisfaction scores, revenue growth, and return on investment. Discover the measurable changes we can bring to your organization. The [24]7.ai Engagement Cloud offers a customized and forward-thinking customer experience, requiring considerably less effort from you, your agents, and your clientele. By leveraging our innovative technology, your business can thrive in today’s competitive landscape.

Lob is the only direct mail automation platform for the digital age. Lob's platform automates the direct mail execution process for enterprises at any scale - from creation, printing, postage, delivery, and sustainability with end-to-end analytics and campaign attribution. Over 11,000 businesses trust Lob to transform their direct mail into intelligent mail.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

Hexa is an innovative platform designed for managing customer experiences by collecting valuable feedback regarding interactions with your business. It automates the creation of surveys tailored to ask pertinent questions that align with your specific business objectives. You can review customer feedback through an intuitive dashboard, comprehensive reports, and trend graphs to grasp what is effective, what is evolving, and what requires improvement in straightforward language. With real-time alerts, you can promptly address the concerns of dissatisfied customers, enhancing their overall satisfaction. Additionally, you'll receive immediate notifications on your mobile device whenever a client expresses discontent, allowing you to swiftly intervene and transform a negative experience into a positive one. By leveraging Hexa's insights, you can foster stronger relationships with your customers and continuously improve your service.

CloudCC is the best CRM solution. It helps you build strong customer relationships, connect with clients across sales, marketing and customer service, and more.

From the initial stages of lead qualification to finalizing multi-million dollar transactions, Leadscore stands out as the ideal sales solution for your expanding enterprise. Don't allow marketing concepts to overwhelm you; with Leadscore, connecting with your audience through the right message is effortless every single time. Personalization is at the heart of what we do, enabling you to create a tailored CRM that adapts seamlessly to the shifting demands of your small business. Our platform incorporates visual pipelines, ensuring an intuitive and cohesive user experience throughout your journey with Leadscore. With deals, task lists, and other elements easily viewable in a pipeline format, you can maintain consistency in your workflow. Additionally, craft customized email campaigns through Leadscore and keep up with real-time alerts on email interactions, link engagements, and much more, ensuring you're always one step ahead in your sales process. Embrace the power of Leadscore to enhance your sales strategy and achieve remarkable results.

Manual methods for syncing contacts, calendars, and notes with smartphones often lead to errors and consume valuable time. Custom applications frequently lack scalability or come with restricted features. In the absence of an automatic Global Address List (GAL) synchronization solution, employees may find themselves wasting time searching for up-to-date contact information, struggling to recognize important business calls, or resorting to manual updates. Additionally, if shared calendars remain unsynced, it can result in missed crucial meetings and hinder effective management of projects, emergencies, or shift schedules. The CiraSync platform offers a centralized administration experience complete with single sign-on, detailed control, and top-tier support. There’s no software installation required, no configuration for clients, and users won't need any training. Sync an unlimited number of contacts, shared calendars, and notes several times throughout the day. You can manage who has access to specific contacts and calendars by utilizing existing distribution groups, ensuring that everyone stays informed and organized in their communications. This approach not only enhances productivity but also streamlines the workflow across teams.

GroHawk leverages NPS, CSAT, and CES metrics to gauge current customer sentiment regarding your brand. Are your employees and customers poised to resume business interactions with you? What improvements would they desire? If you need a solution for collecting customer information for Track & Trace, you can survey your employees to gauge their feelings about your new protocols as they return to work. Engage with your customers to grasp their concerns as they start shopping with you again. By gathering customer information, you can ensure compliance with government regulations while reopening your business. GroHawk comes equipped with industry-specific survey questions designed by top retail experts. You can also supplement core surveys with your own unique questions to gather feedback on various aspects of your offerings. The system generates multiple report formats, providing you with detailed insights for a deeper understanding of customer behavior and preferences. Additionally, leveraging this data can lead to informed decision-making that enhances customer satisfaction and loyalty.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

Transform potential leads into loyal customers and enthusiastic fans using Nextiva CRM, a robust all-in-one workspace. Consolidate all your communication methods, including phone, email, SMS, chat, and social media, into a single platform. This is the sole sales management tool that seamlessly integrates all your communication channels. It's essential that customer service management is housed in the same environment to provide an exceptional user experience. Access to comprehensive tools and analytics empowers your entire organization—from entry-level staff to executives—with a holistic understanding of each customer. By centralizing everything on one platform, you can optimize the management of your customer relationships. As a result, customer service interactions can be expedited, made more consistent, and strategically enhanced, ultimately leading to cost savings. This innovative approach not only boosts efficiency but also fosters stronger connections with your audience.

Successful sales and marketing rely on delivering the appropriate message to the ideal recipient at the perfect moment. Mission Suite CRM offers a comprehensive sales automation solution that streamlines communication, ensuring messages reach the right audience while tracking your sales initiatives seamlessly within a single platform. At Mission Suite, fostering connections is our core mission. Our CRM empowers businesses to maintain vital relationships during their expansion by automating tedious processes, allowing you to devote your attention to areas requiring your expertise. With Mission Suite CRM, you can enhance organization, boost efficiency, and improve time management, enabling you to focus on crucial tasks such as increasing sales and enhancing revenue. Let Mission Suite serve as your dedicated Sales Assistant. Our support team works closely with clients daily to maximize the potential of Mission Suite's features and facilitate their business growth effectively. Trust in Mission Suite to transform how you manage your sales processes and connect with your clients.

Provide prompt and tailored communication through international SMS/RCS and voice cloud services. Enhance your customer insights with actionable intelligence derived from global phone numbers and subscriber data. Utilize TeleSign’s Messaging API to code once and effectively reach your audience at scale, leveraging seamless delivery across various channels. The TeleSign Messaging API supports SMS, RCS, and WhatsApp, empowering you to create secure digital interactions that engage customers globally. By integrating a unified Messaging API, you can begin dispatching dependable and secure messages via SMS, RCS, and WhatsApp to your clientele today. Opt for one, two, or all three channels to diversify your programmable messaging approach and broaden your reach. With over 120 optimized points-of-presence and more than 700 direct-to-carrier routes, connect with an even larger customer base effortlessly. This expanded network ensures your messages are delivered efficiently and effectively.

BrightOffice offers tailored software solutions to both new and established brokers and lending businesses alike. Our systems cater to a wide range of users, from commercial brokers and lenders to consumer lenders and retail brokers, ensuring comprehensive support across the industry. With our Cloud CRM platforms, users can seamlessly introduce new products such as asset finance, short-term lending, bridging loans, and invoice factoring, enabling expansion into fresh markets. The inclusion of customizable loan process workflows allows you to efficiently oversee tasks from initial fact-finding and credit checks to application capture and invoicing, all within your personalized Broker-Lender Cloud CRM. Understanding that cash flow is crucial for your operations, BrightOffice provides tools to monitor all financial transactions associated with individual lending cases effectively. Additionally, all your sensitive data is securely stored and regularly backed up on our UK servers, ensuring peace of mind. By choosing BrightOffice, you empower your business with innovative technology designed to enhance productivity and streamline operations.

Targeted customer surveys are essential for enhancing customer engagement and advancing your business strategies. By utilizing surveys, you gain a deeper understanding of your clientele, and you receive vital feedback necessary for ongoing improvements. Additionally, these surveys can reveal employee satisfaction levels, which is crucial for retaining talent and enhancing the quality of customer service they deliver. To ensure your investments in development align with actual customer desires, it's imperative to gather marketing research through surveys. Furthermore, collecting feedback from event participants allows for the planning of increasingly successful and well-organized events. Understanding customer perceptions of your company and the staff they interact with is invaluable for fostering loyalty. Ultimately, surveys not only inform you about customer sentiment but also provide insights into employee happiness, guiding you on effective retention and engagement strategies. Regularly seeking this feedback can lead to a more dynamic and responsive business environment.

This straightforward yet impactful NPS tool is crafted to assess and enhance customer satisfaction effectively. You can dispatch personalized NPS surveys that reflect your brand's essence, enabling you to gather crucial feedback on a daily basis. Engage with your customers through multiple channels including in-app, web, or email. With real-time analytics, you can track trends, pinpoint satisfied clients, and identify those who may be at risk. Leverage live data to monitor NPS results by various factors such as channels and geographical locations. Additionally, you can tag and prioritize product concerns, delegate them to your team, and ensure follow-ups to resolve any issues. By improving the customer journey, you can convert detractors into advocates and express gratitude to your loyal supporters. Furthermore, create automated workflows that encourage satisfied customers to leave reviews on leading review sites or to participate in referral programs, thereby amplifying your brand’s outreach. Ultimately, this solution not only measures customer happiness but actively contributes to fostering lasting relationships with your clientele.

The Voice of Customer engine that fuels action across the entire organization. Designed specifically for customer experience leaders who prioritize tangible results over mere survey data. It serves as an early warning system, allowing timely interventions before issues escalate. Leverage insights to eliminate uncertainty regarding which cases, customers, and themes require focus. Proactively identify emerging trends to mitigate potential problems. Move away from merely tracking past performance indicators. Transition from anecdotal evidence to solid proof. Gather feedback from your entire customer base, not just those who participated in surveys. Generate comprehensive executive and cross-functional reports that enable data-driven prioritization. Maintain a continuous VoC approach rather than relying solely on quarterly assessments, utilizing various channels. Benefit from automatic theme identification and impact analysis. Convert qualitative feedback into quantitative metrics that demonstrate real value. Recognize consistent successes as well as areas needing enhancement. Strategically allocate resources, refine operations, and provide support to colleagues with robust data. Minimize the time spent on reporting, allowing you to concentrate on customer needs while building a culture of responsiveness. This comprehensive approach enhances overall customer satisfaction and loyalty.

Jarvis CRM, a FileMaker-based CRM solution, is a great option for organizations that need a fully customizable CRM solution. Jarvis is a fully-featured CRM system that can be used on desktop, mobile, and web. It runs on Windows, Mac OS, iOS, and in a browser. Jarvis has all the essential elements every business needs and can be easily customized by our team. Jarvis is flexible and easy-to-modify, making it the perfect solution for companies that need a customized CRM/ERP or combination CRM/ERP.

VARStreet CRM streamlines your quote management process, empowering your sales team with enhanced control. Through VARStreet CRM, your salespeople can easily track quotes, work on opportunities, add notes and activities, and perform follow-ups, resulting in better insights into quotations and orders. The CRM's advanced analytics facilitate improved follow-up on abandoned shopping carts. This comprehensive overview enables your sales team to excel in their roles, leading to increased sales. Integrated seamlessly with our quoting and eCommerce modules, VARStreet CRM becomes a natural extension of your workflow. It comes at no additional cost, making it a practical choice. Quotations generated within VARStreet automatically create opportunities within the CRM, providing your sales team with greater control. Additionally, when an opportunity is marked as closed (won or lost), the quotes are automatically updated, ensuring seamless synchronization between the two modules.

Getlead CRM streamlines the management of contact interactions and their histories. New events such as phone calls, messages, missed calls, and IVR data related to a business are effortlessly recorded, allowing for more effective planning, automation, and execution of follow-up interactions. Additionally, Getlead CRM facilitates the creation of reports, the import and export of contacts, in-depth analysis, and precise audience segmentation as required. Incoming leads are efficiently routed among sales managers, marketing campaigns can be assessed, and access rights to any lead or deal can be adjusted based on its status or other criteria. The CRM’s dashboards provide instant overviews of key sales activities, enabling agents to track the total number of leads generated, identify unconverted leads, and compare their performance against fellow team members. Furthermore, this comprehensive insight allows businesses to refine their strategies and enhance overall productivity in lead management.

Enhancing customer engagement through personal interaction, Inzite offers a comprehensive solution for communication via video, phone, and scheduling. It provides fully integrated and tailored options that include direct messaging, video and phone calls, screen sharing, and scheduling features. With capabilities such as website integration, custom widgets, CRM compatibility, real-time availability, calendar synchronization, personalized meeting agendas, as well as reporting and analytics, Inzite ensures a seamless experience for both businesses and their clients. This innovative platform empowers organizations to build stronger relationships through meaningful conversations.

Enhance your customer relationships profitably with MirrorWave by taking action rather than just asking questions, thanks to our innovative feedback system. Our approach involves consistently engaging individuals through three key questions over time, allowing us to capture the evolution of their experiences and the reasons behind any changes. Utilizing our groundbreaking longitudinal platform, we craft unique relationship narratives that enable businesses to establish a consistent rhythm of attentive listening and proactive response. MirrorWave caters to organizations committed to nurturing lasting relationships, whether with individual customers, strategic accounts, or collaborative partnerships. Through our initiatives, we've empowered businesses to significantly reduce the number of dissatisfied clients by half while achieving over a twofold increase (2.3x) in highly satisfied customers. By leveraging these distinctive insights rooted in genuine change, companies can develop effective strategies that resonate with their audience. This commitment to understanding customer dynamics not only fosters loyalty but also drives sustainable growth.

Customer feedback can be analyzed across all channels, from support tickets to reviews. You can combine customer feedback from reviews, surveys, surveys, support tickets and other channels into one repository. Each piece of feedback will be automatically analyzed for sentiment and topics based on your taxonomy. Real-time insight into customer issues and requests to drive tangible improvements in your CX. All your feedback can be gathered in one place using all your favorite tools. Automatically analyze customer feedback, reviews, and support tickets. Prodsight automatically scans all your conversations and identifies the most important topics you should be following. Our AI suggests topics like cancellations, technical issues, and pricing complaints. You can create your own topics to track specific elements and features of your platform. To identify the root causes of issues, drill-down into sub-topics.