Best CRM Software in Canada - Page 64

Fronsee Technology Solutions, located in San Diego, is a company that specializes in custom software development, including database systems, intranets, mobile applications, and website creation. Additionally, we offer services in information technology, as well as startup and business consulting. Whether you need tailored web solutions or desktop applications, FTS can either create comprehensive systems from scratch or enhance your current applications. Our expertise lies in developing customized intranet systems, unique CRM solutions, and database-driven web applications, which we are truly passionate about. We also design mobile applications compatible with both iPhone and Android platforms. For a detailed overview of our offerings, please visit our services page or reach out to us for a complimentary quote! As a relatively new company, we pride ourselves on providing competitive rates that are often lower than those of larger firms. Our professional team excels in effective communication with clients and completes projects efficiently, utilizing the latest .NET technologies and reusable software components to accelerate the development of your application or website. We believe that our commitment to quality and customer satisfaction sets us apart in the tech industry.

Equip your team with essential resources to elevate customer satisfaction levels. Establish a set of questions, organize surveys, and gather feedback via SMS or email, while utilizing NPS dashboards to directly capture customer satisfaction data from your website and mobile applications. Analyze real-time CSAT and NPS metrics to enhance the overall customer experience. Streamline routine processes such as sending reminders and payment updates, while facilitating digital communication to foster engagement and maintain strong relationships with customers, vendors, and employees alike. Create your online surveys in just a few minutes, ensuring accessibility across all devices. Observe survey outcomes in a graphical format and in real-time. Customize your survey questions, schedule the surveys, and receive feedback through SMS, email, and mobile platforms while reviewing CSAT and NPS data on dynamic dashboards. CHI® Express provides you with the tools to assess customer experience, CSAT, and NPS metrics as they evolve. Transform your ideas into survey questions by determining the type of data you need and selecting the relevant question format. This approach not only improves engagement but also provides invaluable insights into customer preferences and behaviors.

TikaDevice, a data integration platform and analytics platform, provides Sales Representatives with customer insights and tools. It also offers proprietary analytics that can easily be accessed from anywhere. This allows for better communication between customers and sales leaders, greater visibility into management, and, most importantly, increased sales.

eXcediant is a software firm focused on catering to the requirements of the land title sector. Our mission is to develop affordable yet powerful and highly customizable software that efficiently handles consumer complaint tracking for compliance with ALTA Best Practice Pillar 7, in addition to offering a robust sales CRM tailored for title insurance agencies. With over 20 years of collective expertise in technology and customer satisfaction within the land title industry, our software is designed with the needs of title agents in mind. We are committed to providing an industry-leading solution that empowers title agents to transform customer frustrations into positive feedback and satisfaction. Our innovative customer complaint management system is crafted to help your title agency thrive and succeed, ensuring that your clients will value the simplicity and effectiveness of eXcediant's tool. We eagerly anticipate the opportunity to support your agency's growth with our comprehensive solution. With eXcediant, you’re not just managing complaints; you’re enhancing relationships with your customers.

AI seamlessly converts bank feeds into accurate accounting with a remarkable 95% precision, as recognized by Forbes' AI benchmark. This system is fully automated and can be tailored to suit individual client needs, resulting in usage rates that are tenfold compared to traditional banking platforms. An impressive 85% of users access their accounts monthly, showcasing the platform's effectiveness. The rise of open banking, driven by neobanks such as Google, Intuit, PayPal, and Square, poses fresh challenges to your business banking revenue streams, affecting areas like deposits, loans, and payments. To enhance your net banking revenue, leverage real-time cross-selling opportunities and maximize the potential of your existing small business clientele through Smart Advices™ powered by OneUp. The OneUp platform is built on an API framework to guarantee quick integration while providing the necessary customization and adaptability for your initiatives. It effectively presents income, expenses, and overall profitability for specified periods in chosen currencies, thanks to the data processing capabilities of OneUp AI, which translates bank feeds into precise accounting entries. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions based on real-time data.

USU Knowledge Management is the most trusted platform for knowledge management in contact centers. We provide relevant, easy-to-understand knowledge to your customer facing agents so they can provide better and more efficient customer service. It is more difficult to deal with the volume of information than it is to actually find it. We can only find the answers we need by contacting customer service. Our goal is to make customer support as easy as a Google search.

Let’s capture your customers' attention no matter where they are and create a seamless online experience filled with the content they seek, coupled with prompt follow-up that leaves a lasting impression to drive sales. From mobile presentations and event lead capture to offering product details in retail and even immersive 3D environments, Zuant Cloud enables you to access all your data and analytics to determine what strategies are effective or need improvement. This innovative type of experience allows your budget to stretch further while engaging customers and enhancing their experience, all while accelerating sales cycles. It's the ultimate wish for every Sales Executive: transforming lead capture and presentations into enjoyable and effortless activities, whether at daily events or trade shows. Finally, lead capture can happen wherever you need it, leveraging the convenience of QR codes that, while established for decades, are now more user-friendly than ever on mobile devices, making it the fastest way to guide customers online and kickstart their journey. Embracing these advancements not only boosts customer engagement but also streamlines the entire sales process, making it a win-win for businesses everywhere.

Whether you operate as a single or multi-channel enterprise in the B2B, B2C, or both sectors, our open-source CRM software is designed to adapt to any business process or need. Equipped with a comprehensive array of features from the start, our open-source CRM is tailored to enhance conversion rates, boost sales, and elevate customer satisfaction. Monitor the progression of Leads into Opportunities and how those Opportunities transform into Customers. It's essential to comprehend the customer journey to deliver an exceptional experience. Take a moment to watch our video for further insights into our open-source CRM software. Utilize customer information, cultivate relationships, and drive sales growth using our adaptable platform. Scrutinize and evaluate every phase of the customer experience. Effectively manage both qualified and unqualified leads, keep tabs on open and closed opportunities, and assess customer successes and failures to ensure precise forecasting in your company's sales pipeline. Additionally, our platform empowers businesses to make data-driven decisions that enhance overall operational efficiency.

Enhance your online platforms by leveraging customer insights. Gather immediate feedback from all your digital channels to elevate the overall customer experience. Utilize this feedback to delve into the reasons behind your data trends. Pose pertinent questions to your users at critical points during their journey, empowering you to make well-informed choices. By collecting real-time insights, you can refine your website effectively. Replace guesses with actionable insights derived directly from visitors, allowing you to identify what is effective and, crucially, what needs attention, thereby enabling proactive enhancement of your website’s conversion rates. Additionally, solicit in-app feedback to enhance the overall experience of your mobile application. By seamlessly integrating feedback mechanisms into your app and engaging users at strategic moments, you can pinpoint improvements that lead to coveted 5-star ratings on app stores. Move beyond merely tracking open and click-through rates; discover users' perceptions of the content you provide and leverage their feedback to drive enhancements. Ultimately, a continuous loop of feedback will not only refine your digital presence but also foster deeper connections with your audience.

An efficient online platform designed to streamline contact management for remote teams, we have been in operation since 2007. Our service guarantees 256-bit encryption for all connections, ensuring your contact information remains private and secure. Unlike costly and complex CRM systems, Contactzilla is straightforward and effective for those who simply need to manage contacts without hassle. Your remote teams can stay synchronized in real-time, with the option to access the web interface as needed. Over the past ten years, we have assisted countless remarkable organizations in organizing their contact information. Users can freely add unlimited contacts to an unlimited number of ‘Address Books’ and share these with their teams. Any updates to contacts are immediately reflected for the entire team, enhancing productivity no matter where they are located. Customers appreciate us for the ease with which they can access crucial contact information for clients, employees, and supply chains—all within reach. We are valued for creating a single source of truth for contact data, eliminating the need for messy spreadsheet synchronization. By simplifying the contact management process, we empower teams to focus on what truly matters: their work.

Manage your expenses, personalize invoices, generate reports, and much more, all within a single platform. Say goodbye to cumbersome booking forms and lengthy menus—initiate your free trial today. During your trial, one of Erpisto's specialists will be available to guide you in selecting the ideal HR platform tailored for your business's growth. From negotiations to sales order processing and invoicing, Erpisto simplifies routine business operations, allowing you to concentrate on what truly matters—your enterprise. With role-based permissions, you can easily invite colleagues to your organization, enabling them to log their hours, access reports, or oversee financial accounts. As your company expands, you can integrate more than 30 additional Erpisto applications to efficiently manage every facet of your operations from any location. Erpisto is proudly developed and backed by Bilytica Global Group, which operates across eight countries and supports over 6,000 cloud-based businesses. For quick assistance and exceptional support, don't hesitate to reach out to us via phone or email, and one of our dedicated support representatives will respond to you promptly. Plus, experience the convenience of managing your business seamlessly from anywhere.

eZnet CRM offers a customizable solution that enables businesses to tailor the software to meet their specific objectives. With advanced tools, eZnet CRM facilitates the management of both current and prospective customers by seamlessly integrating sales and marketing platforms. The service is backed by an exceptional support team, composed of experienced professionals who are ready to assist users. Additionally, eZnet CRM features a community forum where users can seek answers to their queries and exchange ideas for enhancing future product iterations. The control panel of eZnet CRM is designed for easy access, boasting an intuitive point-and-click interface to streamline daily operations. Users can simplify their workflows and efficiently tackle tasks, knowing that our dedicated support staff is readily available to address any questions or issues through multiple communication channels, including phone, chat, or support tickets. This comprehensive approach ensures that businesses can fully leverage the capabilities of eZnet CRM while receiving timely assistance whenever needed.

In essence, we develop digital solutions aimed at fostering business growth. Specifically designed to navigate the intricacies of delivering effective digital solutions across multiple locations, our approach merges cutting-edge technology with personalized support, creating a fluid partnership that supports enterprise-level objectives. We are committed to being passionate about your achievements. Our focus is on crafting marketing solutions that drive tangible results to enhance your business. Programmatic Display offers an intuitive method for connecting with an exceptionally curated and desirable audience. By utilizing advanced audience reach, we can implement sophisticated segmentation techniques to position advertisements in the most contextually suitable settings and in front of the ideal audience. Optimize your advertising budget with programmatic display to target highly qualified prospects. This method enables outreach to potential customers during both the interest and intent stages of their decision-making process, ensuring a comprehensive approach to engagement. Ultimately, our goal is to empower businesses with the tools they need to succeed in an increasingly competitive digital landscape.

Streamline your administrative responsibilities and provide an exceptional customer experience with our comprehensive Field Service Software. With fieldd's understanding of your team’s locations, job durations, and pricing structures, it can recommend optimal availability to your clients. Our Online Booking Portal includes features for payment processing, customer profiles, direct messaging, and real-time job tracking. You can effortlessly tailor the entire service experience for your home service business using the fieldd CRM. Designed specifically for shop and mobile service companies, as well as those offering solely mobile or pickup and drop-off services, fieldd reduces the need for additional administrative personnel by handling the heavy lifting for you. It is easy to train fieldd to adapt to your home service operations, allowing it to manage your routine tasks efficiently. Additionally, you can create precise service areas in the fieldd CRM, factoring in travel times to guarantee your personnel arrive punctually and maintain schedules without delays. By implementing fieldd, you can focus on growing your business while ensuring a seamless service delivery.

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

Khoros CX Insights offers an all-encompassing solution that enables businesses to achieve a unified and actionable understanding of their customers, thereby facilitating the creation of exceptional customer experiences. This platform integrates seamlessly with various customer communication channels, providing a consolidated view of all customer discussions and feedback while normalizing and categorizing the data for thorough customer experience analysis. It aggregates insights from diverse sources of customer engagement and classifies each interaction using a taxonomy that is tailored to the specific needs of the business. Users can visualize data down to the level of individual interactions within a single application, ensuring that insights are accessible throughout the organization. Aiming for a customer-centric approach, companies can now access and evaluate all customer interactions from one convenient location. In today's multi-channel environment, businesses must be attuned to feedback from every possible source, as selective listening is no longer a viable option. Ultimately, harnessing comprehensive insights empowers organizations to better serve their customers and enhance overall satisfaction.

Experience the ultimate phone system that comes with an integrated CRM for seamless communication. Effortlessly manage your calls using the system along with international virtual numbers; streamline your prospecting efforts and enhance customer relationships through the user-friendly and robust Hybrid CRM that includes features like contacts, calendar, and email management. Leverage the power of the Predictive Dialer to elevate your outbound campaigns and improve the efficacy of your sales prospecting teams. Equip your agents with the tools they need to surpass their conversion targets by linking them to our Hybrid CRM for comprehensive tracking. Generate new leads with ease through the expansive reach of the Kavkom Call Robot, which lays the foundation for your sales teams by delivering tailored messages to millions of prospective clients. Convert the most engaged prospects using the specialized CRM tools provided, while managing your phone network with a variety of customizable options for a user-friendly experience. Ultimately, this system not only simplifies communication but also empowers your sales strategy to achieve unprecedented success.

Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.

We advocate for the importance of engagement through simplification, aiming to break down concepts into their most digestible forms. Our approach prioritizes clarity, granularity, and ease, which we believe are essential for generating value. Our mission is to foster sustainable and enduring value creation for fee-only advisors, enabling them to develop new revenue streams for their clients. By offering this additional service, financial advisors can enhance their value proposition, allowing clients to benefit from the comprehensive implementation of their financial plans. We strongly believe in creating Win-Win scenarios that benefit both planners and their clients alike. Furthermore, we emphasize the significance of checklists and their transformative power, encouraging actionable steps that can enhance the lives of both advisors and their clients. Ultimately, our goal is to increase the visibility and dynamism of financial advisors, helping them to effectively remind and motivate clients with essential financial planning recommendations. In doing so, we ensure that both advisors and their clients can thrive through improved communication and actionable insights.

Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.

Save several hours each week by utilizing automation for your data insights. Quickly address challenging questions, enhance decision-making, and streamline your service operations. Respond promptly to fluctuations in your performance metrics while managing service expenses effectively. Uncover the underlying reasons for service inquiries and proactively reduce future tickets to provide outstanding service. Demonstrate the return on investment of your customer experience efforts and illustrate the significant impact your team has on customer experience. Insights will pinpoint the specific areas where your service can be enhanced. Gain a deeper understanding of the true factors influencing customer satisfaction, team efficiency, and overall costs. Are you prepared to look forward to your work and feel empowered? Insights facilitate more personalized and effective one-on-one coaching and training sessions. This AI-driven insights platform is designed specifically for leaders in customer service. Move away from arbitrary ticket evaluations and concentrate on what truly matters. Unearth chances to enhance your workforce, service protocols, and product offerings while fostering a culture of continuous improvement. Embrace a transformative approach to elevate your service quality and team performance.

T3 specializes in the hospitality sector, operating out of Mumbai and encompassing hotels, resorts, clubs, and restaurants, and provides businesses with effective solutions to automate their entire operational processes. Their CRM for hotels and resorts empowers the hospitality industry to adopt contemporary practices that enhance business operations and facilitates adaptation to innovative business models. The CRM for the hospitality sector efficiently manages and oversees marketing activities, lead generation, inquiry management, customer databases, planning, and scheduling, catering to both single-site and multisite environments. This system ensures rapid access to organizational data for all stakeholders, making data visibility seamless and straightforward. T3 equips hoteliers with a comprehensive platform that integrates various departments, including call centers, marketing, sales, customer service, help desks, inventory management, loyalty programs, and reservation systems, providing clients with a holistic view of their operations. By streamlining these functions, T3 not only enhances operational efficiency but also fosters improved communication and collaboration among departments.

know'N'act functions as a dynamic customer engagement platform that provides a comprehensive view of digital interactions. It surpasses conventional surveys and analytics by offering robust tools designed to enhance customer connections, boost revenue, and expand brand presence. With know'N'act, businesses can proactively address customer dissatisfaction before negative feedback is shared online, all while creating immersive experiences that elevate ordinary customers into loyal advocates. This powerful, cloud-based solution is accessible from anywhere, providing immediate insights into customer interactions. Once you launch your campaign, the know'N'act dashboard allows you to monitor its progress in real-time, offering a thorough and insightful perspective on your business's performance as perceived by customers, no matter where they are located. Additionally, for larger organizations, know'N'act seamlessly integrates with existing CRM solutions or call centers, thus establishing a unified customer engagement strategy across the entire company. By utilizing this platform, businesses can not only respond to customer needs effectively but also foster a culture of continuous improvement and innovation.

Effortlessly manage notes, schedule appointments, and automatically track leads. Utilize our Mailparser integration to ensure leads are entered without manual effort. New clients have the flexibility to schedule appointments either online or by phone, with seamless syncing to Google Calendar. Once set up, any new appointments will automatically synchronize. Impress your clients with professional custom proposals, as Cork simplifies the process of creating comprehensive proposals. During an estimate, just fill in the required fields and send it directly to the client via email. Clients have the option to sign contracts immediately or later through email correspondence. Collecting electronic signatures is convenient, as it can be done using a phone, laptop, or tablet. When paired with our online payment functionality, estimators can avoid the hassle of making a second trip to the site. Stay organized with our integrated job scheduling feature, allowing you to set start and end dates while assigning crews. This way, your crews can easily see their assignments and know where they need to be at all times. Furthermore, this system enhances overall efficiency, ensuring that no appointments or tasks are overlooked.

Kulahub offers an integrated ecosystem of lead generation, data management, and CRM technologies designed to help you uncover fresh sales prospects, enhance customer engagement, visualize and report on your sales, marketing, and operational data, and streamline your business processes. With a direct link to over 6 million businesses in the UK, new sales opportunities are just around the corner. Ever wondered who visits your website without leaving a trace? Our advanced digital tracking technology can unveil this information for you. Utilize our top-tier data management and marketing suite to monitor, assess, and connect with your customers effectively. Seamlessly integrate your website inquiries into your CRM, identify the activities that attract them, and design compelling email campaigns that can be automated for various customer segments. Gain insights into your business performance through fully customizable reports, dashboards, and automated updates tailored to your schedule. Remember, while data and marketing are the instruments, reporting orchestrates the entire symphony of success!