Best CRM Software with a Free Trial of 2024

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.

One platform to collect, manage, and analyze feedback. Key Survey's professional survey software gives you the power and flexibility to centralize feedback collection and data across your entire organization. The user experience is seamless and controlled, which ensures that data is accurate, integrated, and can be used in an efficient way. Online survey tool for the entire enterprise. Closed-loop automation. Integrates seamlessly into existing systems. Key Survey is the industry's most powerful survey tool. It has years of experience in delivering high-powered customer satisfaction services. Advanced survey options allow you to create the best survey experience for your customers. This encourages participation and generates meaningful results for managers to analyse and take action on.

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Our mission is to offer small and medium-sized churches the most simple church management software at an affordable price. Breeze allows you to manage attendance, securely check-in children, print name tags, group contacts and mass email and SMS contacts, as well as offer online and text giving. The best part is that there is no contract and no setup fees. We'll even transfer your existing data for free! Get a 30-day free trial and discover why more than 9,000 churches have chosen Breeze.

BIGContacts helps you capture more leads, convert more opportunities and retain more customers. BIGContacts is the top-rated email marketing and contact management software for small businesses. It helps to nurture and establish leads throughout the sales process. BIGContacts combines a Lead-2-Revenue strategy and a robust customer relationship management solution to ensure that sales and marketing work together to increase business efficiency 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!

Drive customer loyalty and growth with Kangaroo Rewards, a leading omnichannel loyalty engine trusted by thousands of SMBs and Fortune 500 companies. Craft hyper-personalized engagement with targeted rewards, automated marketing, and your own branded app. Witness average order values soar as customers feel valued, spend more, and return for more. Streamline operations with effortless setup and expert support. Our laser-focused data insights optimize your program, maximize ROI, and fuel pure profit. Kangaroo integrates with leading POS, eCommerce, and marketing platforms like Shopify, Lightspeed, Magento, and Mailchimp.

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.

HotelBee is an all-in-one solution that empowers hotels to achieve more in terms of efficiency, guest satisfaction, and profitability. Access powerful tools that allow you to optimize your operations, enhance guest experiences, and increase revenue. Sell online with HotelBee’s channel manager and booking engine allows hotels to manage their room inventory and rates across various online channels, such as booking.com and Expedia, and their own website. HotelBee is a comprehensive cloud-based hotel management software that streamlines day-to-day hotel operations and provides valuable insights to improve business performance.

Daylite is a Mac-based CRM that's designed for small businesses. Daylite keeps track of everything, from client communication and follow-ups to project details. It also tracks next steps. All this in one app. Integrate with Apple Mail and Apple Contacts & Calendars. Share with your team. You can also work offline.

karmaCRM can help you build better customer relationships. It will increase clarity and efficiency, which will allow you to develop better customer relationships. karmaCRM, a fully customizable Customer Relationship Management platform, is packed with features that allow you to close more sales, know your customers, optimize workflows, plan and organize tasks, and simplify and optimize workflows. These include automated reminders and templates, easy access to information and history, calendars, task management, email templates, mass email distribution, and many other features.

RealZips is a global territory manager for Salesforce. The app provides a geographic structure for all Salesforce data based on postal codes, partial postal codes, and zip codes. This allows sales and customer service teams the ability to quickly find potential markets in any area and conduct laser-focused marketing activities and sales activities.

SMS Marketing Services made simple. Send 10 to 100,000 SMS or MMS pictures text messages instantly to any mobile number. Easy creation of an opt-in subscriber base. You can schedule text messages to go out at any time. Track text message delivery. Our plans start at $24 per month. You can also try our Annual Plans. Pay up-front for one calendar year and receive 20% more messages immediately. The Annual Plan also includes bonus messages for free

HelloLeads, a cloud-based, mobile-driven enterprise-class lead management, lead capture and lead tracking solution, caters to both B2B and B2C users. This sales management/contact management software is designed to transform and solve the pain of sales professionals in managing lead information and scheduling follow-up sales calls. This comprehensive lead management software helps you to manage, engage and convert your leads. HelloLeads provides deeper insights into prospects and drives rapid lead response. It also helps sales teams improve their selling discipline. This smart and simple lead management solution gives you the tools and capabilities to engage with leads and potential clients at all opportunities, including trade shows, exhibitions and field sales. It offers both web-based and mobile (Android, iOS) lead management for large-scale teams of salespeople.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Combine multiple growth tools into one powerful platform. All your growth tools in one place. You can use hundreds of features to increase trial signups, engage users, delight customers, and more. GoSquared is priced fairly so that you can focus more on growing and less on tooling. Our dedicated team provides hands-on support. We can help you with everything, from initial setup to scaling your growth processes. Fully GDPR compliant. GoSquared was designed to protect the privacy of your contacts. Our Product Roadmap is centered around our users. Based on user feedback, we send multiple updates each week.

RepairDesk, a cloud-based point-of sale software, is designed for small and medium-sized repair shops. It allows technicians to track and monitor repair jobs, keep track of inventory, and manage multiple locations. The software tracks inventory levels and alerts businesses when a part of their inventory is low so they can order replacements.

inSided is the most popular Community Platform for Customer Success and Support. Our Community, Knowledge Base and In-Product Support products can help you reduce churn, deflect calls, and build better products.

Survey your customers on your website, web apps, and emails to find out their "why". Informizely allows you to quickly gain valuable insights into the motives of your customers. To improve your website, products and services, as well as conversion rate. Get to know your customers better and gain deep insight into their motivations and experiences. Get powerful insights to help you create and improve products and websites that customers love and recommend. Increase sales, increase conversions and optimize conversion funnels. Build brand loyalty and improve retention. At the right time, show targeted pop-up and slide-in surveys on your website. Inline a survey on your website. It will automatically display when you scroll to view it. Get deep insights using full page questionnaires, distributed by a public link. In emails and web apps, embed NPS, CES and rating questions.

OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.

A single platform allows you to build a business that is world-class. Systum allows you to manage inventory and sales from one software application. You can then transform your wholesale distribution business into an extremely profitable enterprise by leveraging the power of real-time customer data.

Wix Answers is the first industry-wide unified customer support platform. Agents are more efficient, and teams gain deeper insight into their operations by having all support channels integrated into one platform. Wix Answers employs an AI-powered, centralized approach to knowledge management. This makes customers more self-reliant, agents more efficient, and organizations run more smoothly.

To collect feedback and surveys from patients, customers, and employees, create a custom feedback app. Select the best feedback form or template. This feedback software can be used as an iOS or Android-based feedback app. FellaFeeds supports multiple devices and allows you to collect feedback on Kiosks as well as iPhones, iPads, Android Tablets and phones. It allows you to collect feedback via online survey links and embed surveys. It can also help you create SMS Surveys and Email Surveys that can be sent via APIs. Fellafeeds allows you to send a survey with the NPS Question and receive an instant NPS score update via the dashboard with a detailed NPS/CSAT report Use. CSAT (Customer Satisfaction Score) is an easy way to measure customer satisfaction with a purchase, business, or interaction. FellaFeeds provides completely customizable surveys that can be used with Emoticons and Sliders.