Best Web-Based CRM Software of 2024

BrandMail® is a software solution developed by BrandQuantum that seamlessly integrates into Microsoft Outlook. It allows employees to create consistent branded emails using a single toolbar that gives them access to brand standards as well as the most recent pre-approved content. Create consistent email signatures that conform to your brand standards. They will look great on any device or platform. Your signatures can be tampered with and centrally managed. Users can see their signatures, banners, and surveys when they reply to, forward, or create emails. BrandMail does NOT reroute emails via external servers and does no add rules to your exchange environment. It works within Microsoft Outlook. Every email can be used to brand your company and reduce security risks from the tampering with HTML signatures.

Sogolytics, an experience management platform, allows companies to collect, analyze and use employee and customer data to drive business growth. Sogolytics is used by organizations across all industries to track interactions at all touchpoints with customers and employees. The best-in-class reporting delivers real-time, actionable insights that help to prevent and mitigate potential problems. SogoCX improves every aspect of a company's customer experience. This means improved conversion rates, simplified data management, and understanding customers to increase return on investment. Organizations can use SogoCX to measure key metrics like NPS, CSAT and CES. SogoEX software is used by organizations to collect and use data to improve engagement and reduce turnover. This platform allows HR and leadership to drive organizational changes through real-time feedback collection and employee engagement.

A Complete Call Center Package CallShaper’s cloud-based software solution for call centers keeps things simple. With CallShaper, inbound and outbound call center directors have a simple, dynamic, and flexible platform for efficient call management. CallShaper is designed to reduce costs and increase ROI in Call Centers. CallShaper works with businesses to increase contacts, track agents' performance, manage leads and sales processes, and maximize contacts. Managers can use the drag-and-drop interactive Voice Response (IVR) editor to transfer calls to third parties and other recipients based upon agents' availability, type, and time. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

OpenPro ERP solutions can be deployed on your server or in the cloud to grow your business. OpenPro ERP software is available for all industries. It offers a complete Enterprise Resource Planning (ERP) software solution. OpenPro is a leading provider of Business Management ERP Software. It excels in providing real-time solutions. Accounting and Financial Reports, MRP manufacturing, MES, warehouse wholesale distribution inventory control software, E-commerce, Project Management, Report Writer, are all part of OpenPro's Real-Time Solutions. All Business Management Software is compliant with international GAAP. OpenPro supports multi-language (9 languages) and multi-currencies. OpenPro also offers a complete retail Point of Sales system (POS), Order Processing while distributors can benefit from the supply chain management software. The accounting software includes integrated time card management, payroll and HRMS systems. Integration of Customer Relationship Management (CRM) allows prospects to be targeted and converted quickly into customers. Built in document image. OpenPro has its own e-commerce can integrate with many shopping carts. OpenPro is php open source product.

SurveyLegend is the next generation of online surveys -- engaging, platform-independent, & beautiful. We empower individuals and companies to create beautiful, mobile-friendly surveys. You can create stunning surveys, forms and polls, polls, voting and questionnaires, NPS customer satisfaction, customer experience surveys, employee satisfaction surveys... using your computer or tablet. You can also customize the look of your survey with eye-catching graphics that are informative. Drag and drop is all you need to create questionnaires. It's never been easier to listen to customers, measure employee satisfaction, manage client experience, and maintain student & employee engagement. SurveyLegend is used by thousands of people all over the globe, including amazing companies like L'Oreal and Universal, Harvard, Greenpeace and Airbnb, as well as individuals and start-ups like CocaCola, Roche, Sony, Universal, Harvard, Greenpeace and Greenpeace.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

boberdoo.com is a sophisticated software-as-a-service solution designed for the lead generation industry. boberdoo.com offers lead distribution software, call routing and Ping Tree software. It helps you track, route, bill, and bill all your web leads and phone calls from one platform. Additional features include live calls transfers, lead scoring, form building, internet lead routing, custom filtering options, data science, artificial intelligence for lead buying, feedback capture, ping post, intuitive reporting and SMS lead deliveries.

✔ A CRM that sales reps will actually use. ✔ Sales reports that meet your needs. ✔ Increased sales growth for all. Sales reps are better suited for talking than typing, which is why they're in sales and not behind a desk. Entering CRM data manually takes an average of 1.5 hours per day. To maximize sales and simplify reps' lives, we've developed Telenotes as a system that leverages their natural inclination to talk and not type. Reps can update their CRM in 47 seconds, so they can increase sales and boost productivity with less effort.

aACE is a powerful business management software with over 20 years of development built-in. Designed for small-to-midsized businesses to efficiently manage their operations in one comprehensive solution, we’ve worked closely with our customers to refine the features that are the most important to daily users. aACE includes comprehensive tools for sales, operations, and accounting, offering deep visibility into your organization. The robust user permissions allow you to manage which data any of your employees can access. Consequently, customers have told us that aACE reduces the amount of time they've spent looking for information or on inter-office communication by as much as fifty percent (50%). aACE is available either as an on-premise solution or a cloud-based business management software. aACE also offers affordable customization in order to fit each company's special workflows, supporting what sets you apart from your competitors. Looking to automate more of your business processes? aACE provides extensive automation capabilities to improve CRM, accounting, and operational efficiencies, eliminating duplication and, in most cases, the need for additional labor to accomplish your company's performance goals.

Autodeals, Inc. offers growth minded Automobile Dealerships a cloud solution covering all 50 states. The full digital retailing solution includes a CRM, Messaging, Deal Management, Accounting, Electronic signatures, LenderHawk Contract Delivery, a Service Center, Payment Processing and BHPH Loan Processing. Regional dealerships interested in geographic growth can systematically expand with Autodeals. Small and Medium dealerships who are interested in being operationally excellent and leverage modern customer messaging and digital retailing should choose Autodeals. BHPH dealerships interested in reducing collection efforts by 50% should select Autodeals. Dealerships interested in balancing their books on a daily basis should see how Autodeals automates 53% of your accounting transactions and provides visibility to current operations. Dealership owners interested in reducing Fraud in their business? See how Autodeals has been built for Dealers by Dealers.

AlmaShines was born out of the conviction of our founders that alumni are a key asset for any educational institution. They remained true to their belief and made it their mission for every educational institution to have a technology solution that allows them to connect with their alumni. AlmaShines, a software company based in India, provides an alumni management software that helps to build an active and engaged alumni network. It requires only 10 hours per month. This software allows institutes to manage their alumni database, plan, organize, and promote alumni events, raise alumni funds, track donations, provide professional networking opportunities for alumni, and engage alumni through various engagement campaigns. In just 15 days, the institution can be live with their Alumni Platform.

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

TorkeHub, an AI-powered CRM platform and automation tool, is designed to streamline business processes and boost customer engagement. It provides comprehensive contact and leads management. You can organize customer information and track interactions to nurture leads. The sales pipeline feature allows you to visualize and manage your entire sales process. Task management ensures that tasks are assigned and tracked efficiently. TorkeHub has powerful automation capabilities, including email automation for autoresponders and campaign scheduling. Workflow automation is also available to save time and eliminate errors. AI-driven insights on the platform provide valuable data to help make informed decisions. TorkeHub offers dedicated customer service to answer any questions and ensures data safety with robust encryption. Ideal for businesses looking to streamline operations and increase growth.

The CRM that you will actually use. Simply CRM is the CRM you will actually use. It's designed for humans. It's quick, easy and simple. We can help you with sales, marketing, support and invoicing. We can help you get started. We offer 24/7 support in your local language. Integrates with all major email and calendar systems. Add events to your (and your customers') calendars Calendar. Simply allows you to send emails from your email address. You can see who had the last conversation and what it was about. Check out related Events, Calls and Emails. Actionable: What's the next step for this customer? All the tools you need, from the first customer to the last invoice, are included in the price.

SlickText is the most popular text messaging platform. SlickText has made text messaging a competitive advantage for businesses since 2012. SlickText's award winning software is used by over 40,000 customers in North America, including ESPN and FedEx. SlickText has two headquarters: Jamestown, NY, and Nashville, TN. Visit slicktext.com to learn more about SlickText.

We are psyched to announce the quirkiest penguin from the chatbot maker’s family… And drumroll 🥁 Ta-da! BotPenguin! BotPenguin ensures that you engage your customers and visitors anywhere, anytime with that awesome live chat, godly 60+ no-code integrations and a mighty unified inbox to access all chats. Build stronger customer relationships on every touch point with an omnichannel chatbot that can carry conversations in your brand’s voice. Supercharge the AI bot into an omniscient helper! By harnessing the magic of web scraping, URL sleuthing, and FAQ file uploads, along with the wisdom from past conversations. You can create an assistant that's not just smart but practically clairvoyant! These AI chatbots can provide conversational experience to your customers on WhatsApp, Facebook, Instagram, Telegram, Websites, or Mobile Apps.It is a virtual assistant trained on your data to generate leads like a pro, support your customers and schedule appointments at ease. Strike the right cord at right time with laser-focused marketing automation through drip & broadcasts and bulk message campaigns.

Yalla takes pieces of all the most popular team collaboration softwares that only provide one or two functions and meshes them all into one software. All the best functionalities in one package deal with one simple subscription tier, which, reviewed annually, could be saving your company thousands of dollars that are spent on multiple subscriptions. Think of how many users you have, getting charged per month, per software... Let's simplify things, shall we? The main points that Yalla can accomplish are the to-do lists, the team collaboration, the chat, the client collaboration, the project organization, the funnels for frequent procedures, the timekeeping, the reports, and the integrations. These are just to name a few, you'd be here all day if I listed off everything. The best part about Yalla, we're right by your side the entire trip. We built the software around teams, so we're dedicated to helping you get your team set up and running! To sum it all up in one sentence: Yalla was made to make your life easier, cheaper, and more efficient!

Tidio is a live chat platform that allows you to communicate easily with customers, even with chatbots. It was specifically designed for use on many online communities. After installing the plugin, you can start to reap the benefits of our service. You can get a free plan! One solution can delight customers and drive sales. Half of online customers prefer live chat to other communication channels. Without coding, connect Tidio to all platforms and websites using dedicated plugins. The Tidio live chat widget adapts to the screen of your customers so that they can communicate with you via mobile or tablet. You can customize the color and placement of our live chat widget to match your website's aesthetics. The widget's mobile version allows you to adjust the position of the live chat button.

Start creating surveys quickly with our 100+ professionally designed templates. Create visually appealing surveys that customers won't be able to resist. Online survey creator. More than 50,000+ surveys have been created. Over 4 million respondents. All forms, scored surveys, and surveys are included. NPS surveys can be used to benchmark your performance and help you make better decisions. The easiest way to take online quizzes. 100K+ quizzes, 50 million quiz takers. Ask visitors questions without ever leaving your site. Quickly and easily gather information. Our free online survey creator includes 100+ pre-designed surveys templates. With 1,000,000+ pre-designed survey questions, you can always ask the right questions at just the right time. Use different question types to make your surveys more interesting and engaging. Add logos, themes, images, and images to make your surveys stand out.

Projul is everything you need in a construction management tool. Built by construction pros. With honest pricing. • Save 7+ hours a week per employee • Close 15% more jobs • Instead of paying for storage, enjoy unlimited projects, customers, and contractors • Estimate, invoice, manage projects, schedule your team, and so much more all in one place! • Experience industry leading support and training Projul is the trusted tool construction companies use to do more with less. Maximize profits and efficiency by using Projul.

TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

It is a great idea to manage everything under one domain. This can help you save time and money. Wellyx offers the best management software, allowing you to manage everything from one place. All your client's portal, payments, appointments, staff duties, and payments can be managed from one domain. Wellyx offers so many benefits. You don't have to switch between multiple software's. All your data can be managed in one software. Everything can be managed in one software portal. You don't need to do this manually, as it takes too much time and your event won’t have a valid record. Wellyx software allows you to check any type of record from anywhere. Takin software's best feature is that you can access all of your records from anywhere. Now you can manage your tasks with greater ease and precision.