Best Monkey CRM Alternatives in 2024

Find the top alternatives to Monkey CRM currently available. Compare ratings, reviews, pricing, and features of Monkey CRM alternatives in 2024. Slashdot lists the best Monkey CRM alternatives on the market that offer competing products that are similar to Monkey CRM. Sort through Monkey CRM alternatives below to make the best choice for your needs

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    SuiteMaster Reviews

    SuiteMaster

    LeadMaster Solutions Group

    Top Pick See Software
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    LeadMaster Solutions Group offers two Unique ERP Solutions: #1. SuiteMaster is a fully integrated business platform. Clients select from hundreds of core business applications – CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. SuiteMaster is built on high functionality, which scales across many applications. Modules can be deployed quickly and "snap into place". This architecture makes it easier to expand applications as needed. LeadMaster software consultants work closely with customers to ensure effective implementations, including business workflow and user adoption. #2. Odoo: ERP offers an open-source platform packed with business applications; it is intuitive and can match most business requirements. Core Apps include CRM, Sales, Project, Manufacturing, Inventory, and Accounting. No matter the company's size or budget, Odoo offers a comprehensive software solution. LeadMaster's authorized Odoo ERP consultants deliver successful deployments, customizations & training.
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    enVisual360 Reviews

    enVisual360

    enSynergy Professional Services

    £40/month/user
    enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.
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    Maximizer CRM Reviews

    Maximizer CRM

    Maximizer Software

    $29.00/month/user
    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.
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    Prolocus CRM Reviews

    Prolocus CRM

    Prolocus

    $9.99 per month
    Prolocus is a powerful SaaS (Software as a Service), Website Builder and Web Application Platform. It also includes a UK-based Custom Web Development team that you can access at a very reasonable price. The Prolocus CRM (Customer Relationship Management system) is now included. This combination will transform the way you capture and manage both online and offline leads. You have an idea for a business and need a website to promote your product or services. Maybe you have an existing business that already has a website. If this is the case, you may have realized that online "do it yourself" websites don't have enough impact to make a difference for your business. You don't have the time or skills to be a web designer. You want a website that looks professional on mobile devices, as well as converts on desktops and laptops.
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    Full Scope Freelancer Reviews

    Full Scope Freelancer

    Full Scope Freelancer

    $35/month
    Full Scope Freelancer provides small business owners and self-employed individuals with a powerful tool set to build, manage and market their products and/or services. Full Scope offers all the tools in its arsenal at a single price. You can scale your online business in a flexible and affordable way with: - Websites - Funnels Social Media Manager Email Marketing Blogs Invoicing Contracts - CRM Online Store Order Forms Surveys - Reputation Management Affiliate Management - Courses - Communities Contacts And more! You can test this software for 14 days and see how powerful it is for your business.
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    Agile CRM Reviews
    Top Pick

    Agile CRM

    Agile CRM

    $8.99 per user per month
    9 Ratings
    All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.
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    COZYROC SSIS+ Suite Reviews
    COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.
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    Credit Repair Cloud Reviews
    It's software that makes it easy to start, manage and grow your own profitable credit repair business. Credit Repair Cloud provides all the tools that an entrepreneur needs in one place. We have helped thousands of people start a business, even without any experience. We can help you add credit repair as an optional service! You can use the same tools that multi-million-dollar credit repair businesses. Powerful, easy-to-use CRM that manages all aspects of your business. The first two clients are the ones that pay, and all the rest are profit. Paid Credit Repair Cloud users have the option to sign up for a website for free, professionally written and ready to go for your Credit Repair Business. Also, 2 months of free web hosting are included. It's easy to customize it by clicking and point. No design experience necessary. Get professional videos and marketing templates to help you build your brand.
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    Nicoka Reviews

    Nicoka

    Nicoka

    $35.00/month/user
    It is a powerful, modular, scalable, flexible, intuitive, and fully configurable modular solution that can manage all aspects of your business. It can automate your processes, save time, and be agile. We have been serving startups, tpes, sme, and large groups for more than 10 years. Our expertise is fully developed, maintained, and hosted in France. From prospecting to sales, onboarding to purchasing validation, invoice onboarding, project management, support, building teams, and working together, Transparent communication, central information and an intuitive interface will keep everyone up-to-date. We understand how difficult it can sometimes be to find solutions that meet your specific needs at an affordable cost. Our management system offers flexible pricing that can be adapted to your needs. You can choose the formula that best suits your needs. Nicoka is unique in the market. It's customizable, easy to use, and very complete.
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    Billingko Reviews
    Restaurant management system that is affordable and budget-friendly.
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    Marcom Robot Customer Feedback Tool Reviews
    Online CSAT, CES, or NPS surveys allow you to collect and analyze customer feedback. Marcom Robot customer feedback software allows you to measure customer sentiment, quantify customer loyalties, and find out how customers feel about your products, services, and interactions with your team. There are many customer feedback tools out there. Marcom Robot offers the features you want, the UX that you love, and the pricing options that you can afford. Marcom Robot offers both multi-question and one-question surveys. You can create, launch, analyze and then act on customer feedback with this all-in-one tool. In minutes, create and launch customer surveys with just one click. You can use smileys, thumbs up/down and stars rating to engage your customers. Our survey builder allows you to create multi-question surveys that include single-choice and multiple-choice options, yes/no radio, yes/no, and other types. Ready-to-launch CSAT and CES survey templates.
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    KEBS Reviews
    KEBS is a suite of business applications designed to make the lives of professionals easier. This modern ERP will allow businesses to reduce cost and resource leakages, and scale up productivity and profitability by 10X. The software allows organizations of all sizes to automate and streamline their daily tasks and create a seamless workflow.
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    Octolane AI Reviews

    Octolane AI

    Octolane AI

    $1,000 per month
    Octolane AI is a Y Combinator funded startup that specializes in handling, analyzing and interpreting large datasets ranging from sales to healthcare. Our first product focuses on real-time B2B data enrichment powered by large language model (LLMs). We manage over 300 million contacts and 50 million company records, which are constantly updated and growing to ensure accuracy. Our AI/ML applications can handle millions of requests per month, allowing seamless integration with your business. Our process involves meticulous data cleaning and analysis of billions data rows. We work with a variety data types including images, videos and both structured and unstructured data.
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    Vocaza Reviews
    We live in an "experience economy". Customers value their experience more that the product. Customer feedback and data analysis are essential to manage customer satisfaction. To do this, you need to analyze your main indicators - NPS(Net Promoter Score), CSAT [Customer Satisfaction Score] and CES (“Customer Effort Score”) - to optimize your customer experience. Vocaza helps you manage calmly and improve customer satisfaction.
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    SalesBuilder Plus Reviews

    SalesBuilder Plus

    Contractors Software Group

    $995.00/one-time
    SalesBuilder Plus is a CRM software program for contractors and home builders who want to improve their sales, marketing, buyer management, customer service/warranty tracking, close more sales, and make referring clients happier. SalesBuilder Plus is available as a standalone application or as part the Plus Series, which includes integrated CRM, Estimating and Scheduling, Job Cost Accounting, and Job Cost Accounting software. You can either rent the SalesBuilder Plus hosting service or purchase it to host it yourself. For pricing information, please call or email.
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    Datantify Reviews
    Datanify is the largest provider for high-quality company databases. It has a simple pricing structure. We have access to more than 100 million companies from all over the globe. Our databases contain over 4,500 categories, and all 195 countries. They are divided into districts, cities, and voivodeships. Enterprise-class service, which was once only available to multi-million-dollar companies, is now available to everyone at affordable prices and with no contracts. Select the best database for you and only pay once
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    Cerrebro Reviews
    Cerrebro, a cloud-based CRM system, redefines the way customers, leads and marketing managers can be connected seamlessly. Our CRM goals are to increase lead conversions and customer growth and retention. These objectives can be achieved by creating a robust, dynamic, and user-friendly CRM system that is heavily focused on emerging technologies. Field Force Management module allows your field team to stay connected to the CRM system via a simple mobile application, decreasing their dependence on the back-office team. This simplifies reporting and field team management. Each client is unique and has their own needs and requirements. These requirements are built on the existing framework to create a product that is unique to the client. Our expertise lies in ERP technology, custom business solutions, and mobile-based business applications.
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    Dealer Accelerate Reviews
    Our products are the heart of all your dealer solutions. Dealer Accelerate is a comprehensive specialty dealer management software that combines the best tools to improve your company's performance. Our platform combines inventory management, CRM, workflow automation and CRM into one easy-to-use system. Integrate with MyVirtualGarage to get the most out of DealerAccelerate. Just one click and your inventory will be published on the sites that drive your sales. Motorious.com offers complimentary listings. You can find industry reports that provide data to help you manage your day. Website analytics can help you assess the health of your marketing efforts. Everything a digital dealer should know. Capture and manage your inbound leads. With a single click, you can create sales docs. Keep track of all the people you have done business with. Software for collector car dealers of any size.
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    WAPlus Reviews
    Schedule Messages, Automatic Reply, CRM Integration, AI ChatBot. WAPlus is an all-in-one WhatsApp CRM supercharge your WhatsApp productivity.
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    WETHOD Reviews

    WETHOD

    Wethod

    $13.90 per user, per month
    Start at the beginning. All of the opportunities that are in your sales/projects pipeline. It contains all the important information you need, including pricing, length, and sales probability. Start by creating your project and setting your budget. Client dashboard, revenue target, and sales performance. Track sales performance, update client details, and set revenue targets for each client. Find out the trends that lead to losing and winning projects. Add. Set. Revise. Go. You can list all resources that you think you will need to complete your project. Keep track of all versions and update your budget. Resources, production, and milestones. Plan your workdays according the budget. Budget and planning are always consistent. The shared environment of planning production and setting milestones improves teamwork efficiency and helps to keep things organized.
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    MASSIVE Reviews
    Our market perspective gives you the edge to make the right business decisions. Our Consumer Reviews Analytics solution helps businesses succeed. It puts consumers' needs and wants at the heart of what they do and how they do. A.I. can give you business insights. Our Artificial Intelligence technology monitors ecommerce websites worldwide, reading millions of consumer reviews and transforms them into actionable, reliable insights that help to create consumer-centric business strategies. onsumer-Centric insights are: Actionable, actionable, and with real business impact GranularG Every SKU sold is thoroughly analyzed and benchmarked. You have immediate access to these insights. No need for complex data mining. Reliable, reliable, and reliable. The most rigorous data approach. Our AI can read and understand every language. Affordable Affordable A solution that fits every budget
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    Solar eCRM Reviews

    Solar eCRM

    Solar eCRM

    $69 per user per month
    Solar eCRM is an enterprise-wide Customer Relations Management (CRM), system for the solar industry. Fully automated business process via cloud-based online system. This allows you to concentrate on growth and profitability. This powerful and versatile system is easy to set up and will allow you to automate your solar business activities. You will have more control over your leads and all the information you need. Never miss a lead opportunity. Send clients accurate, complete quotes immediately. Offer customer solar benefit analyses. All costs should be included. Orders can be processed without losing track customer, site, installer, and product requirements. Standard pricing for sales orders allows you to track margins. Installers can use these job packs to reduce installation problems. Track and lodge STC claims. To close the loop between customers and installers, fill out connection and rebate forms.
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    Zendo Reviews

    Zendo

    Zendo

    $12 per user per month
    Zendo allows businesses to deliver services to customers from one location. Zendo makes it easy to sell custom services online. It also saves time by reducing context switching and manual repetitive tasks. Zendo can eliminate email, project management, accounting, proposal, CRM tools, and other context switching. You can manage the entire sales and delivery process from A through Z. A is when a customer contacts you with an inquiry, while Z is when the service has been delivered. For maximum convenience, customers can pay via the chat link right after you have sent them an estimate. Zendo has a simple-to-use Customer Profile and chat-like Communications tab. This allows you to manage all communication between your team members and customers. You can view all customer's past requests and search all shared files between them.
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    Chataroo Reviews

    Chataroo

    Chataroo

    $10 per month
    You can modify almost every feature of the chat windows. Copy/Paste HTML code for installation as Embeded Window or Footer bar. Just copy/paste HTML code to your website source code, and you can run our applications live! Easy, Simple, Effective. You can add as many operators you need. We can scale and grow with your company. Operator discount available for multi-product customers. You can track customers using Live Tracking, Support Tickets and/or Live Chat issues to gain valuable insight into your customers and business. Every business that has a website must have tools to communicate with customers. Chataroo is a powerful live chat software that allows you to talk to your website visitors and convert them to customers. Chataroo is extremely easy and affordable! You can change almost every feature in the chat window. Copy/Paste HTML code for installation as a Button, Embedded Windows, Multi-operator or Footer bar.
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    Bigin by Zoho CRM Reviews
    Features that are tailored to small business needs. Bigin by Zoho offers a set of CRM tools that are minimal in design and built with the highest priority on functionality. This helps small businesses to streamline their sales, close deals faster, and grow. Use web forms to collect the details of your website visitors. You can send and receive emails directly from the product. Keep track of all interactions with your prospects. We believe that every business, no matter their size, needs a CRM. Small businesses should not be excused from using inefficient spreadsheets to manage their customer-related activities. Bigin is a user-friendly, feature-rich CRM that's affordable and packed with features. Bigin is a CRM that removes the complexity of full-blown CRMs. It makes it easy to set up, track daily activities, manage customer relations, and grow faster.
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    Nural Sales CRM Reviews
    Nural is a collection of dynamic solutions that assist businesses in addressing multiple challenges and ensuring their success. Our tools and platforms catalyze and revolutionize the growth of B2B enterprises by facilitating business intelligence, optimizing business processes, and providing in-depth analytics.
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    ServitiumCRM Reviews
    ServitiumCRM is a Modern Customer Service Platform that enables the Journey from Reactive to Proactive to Predictive Customer Service and Support, digitalizing end-to-end after-sales processes of organizations across industries and geographies.
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    CAMS Dealership Management System Reviews
    CAMS is a web-based, comprehensive auto, RV, and farm dealer management system. CAMS is affordable and cost-effective. It allows dealerships to host and customize their websites. It also allows users to access their data from any device and any browser. CAMS includes VIN Decoder (CRM), full FI package and VIN Decoder as well as VIN Decoder. Buy Here Pay Here, Sales calendar, and QuickBooks integration. Key modules include service and parts and payments schedule, cars/rv rentals module, reports and many more.
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    BIGContacts Reviews
    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.
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    InsightSofa Reviews

    InsightSofa

    ROUCEK Group

    $89 per user per month
    Czech product for managing, evaluating, and collecting customer experience. It has been helping companies all over the world to manage customer satisfaction for more than 11 years. It is fully compliant with GDPR and the ISO27001 standard. Professional solutions for customer experience, including working with it and improving products and services. It is done automatically through online inquiries. You can measure your experience by using kiosks that are located within the premises. You can get experience from people you don’t know. You can quickly and easily share the experience and opinions of your customers about your activities. Results are usually available within 14 days of submitting. You can respond immediately to a dissatisfied client before you move on to the next customer. The control system ensures that all customers who are unhappy are actually being dealt with.
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    Invarosoft Reviews

    Invarosoft

    Invarosoft

    $189 per month
    Software for Customer Experience. Front-ending your PSA/ITSM tool with Apps, Bots and Forms, Approvals Sentiment Analysis, Push and Client Portal, will improve your CX, Productivity & Security, as well as your Security & Communication. You can customize your App for each client to increase customer satisfaction and NPS scores. It's the one pane of glass that customers love. ITSupportBot™ can reduce support tickets by as much as 10% Our embedded 'Self Service Bot' can stop unnecessary tickets and the 'Smart Engineer Bot’ to help you. Get the right ticket information first time to increase engineer productivity. Engineers are happier doing less admin. A unique selling proposition is a powerful tool that allows you to deliver an exceptional experience, beat the competition, and win more MRR contracts.
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    Rabbit CRM Reviews

    Rabbit CRM

    Farazon Software Technologies

    $14 per user per month
    Dashboards display multiple progress charts and the current status of your business in one view. It will give you a clear forecast of your business so you can plan your growth accordingly. With our Integration, you can convert any inquiry directly to Rabbit. Use RabbitCRM's power to enrich your contacts by adding data points. To conduct your outreach, segment contacts using these data points. Employees are given tasks by employers. Employees are expected to complete the task within the given timeframe and create a report detailing the results. For hassle-free service from the company's side to customers, choose and assign the newly created leads. You can group leads according to their interest, budget, needs, awareness, and other factors. The grouping allows you to customize the process of lead engagement.
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    Chaport Reviews
    Chaport is multi-channel live chat and chatbot software for business, with premium quality and affordable price. It is designed as a modern messenger to make communication with customers as easy and enjoyable as chatting with friends. Chaport is convenient for everyone to use as it has applications for all platforms, be it iOS, Android, Web, Windows, or Mac. Among the most important features are auto-invitations that will help you engage visitors in the communication process, chatbots that will help you provide support 24/7 and get more qualified leads, and integrations with social networks and messengers that allow support specialists to answer questions from different channels in a single app. Chaport also provides self-service capabilities: you can create a knowledge base for your customers, add it to your website, and activate an FAQ bot to automatically suggest help articles directly in the chat widget. Other features include pre-chat form, custom fields, typing insights, saved replies, file sending, detailed visitor info, widget customization, group chats, reports, and even more. It is also possible to integrate Chaport with other apps via Zapier or API.
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    Event Temple Reviews
    Event Temple is a cloud-based software company that sells and caters to the Hotel and Venue Sales and Catering industries. It offers an integrated, easy-to-use solution at a reasonable price. Our enterprise software is ideal to increase revenue for hotels without meeting rooms. It can also be used to manage entire hotel or venue chains. Event Temple provides properties with a suite sales tools, including lead management, prospecting, contract management, event management, and more. All this in a simple, intuitive platform. Event Temple is the fastest-growing Hospitality Sales CRM and Event Management Software in the industry, with thousands of users across more than 25 countries.
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    Fireberry Reviews
    Fireberry is a complete business management platform that can be tailored to meet your specific business needs. Fireberry helps your business work together from sales to customer service. We offer an affordable, flexible, powerful platform that is easy to implement. We have gathered all the tools that a business requires into one product, to meet the needs and requirements of every business. Fireberry helps you close more sales, improve customer service and gain valuable business insights. Easy to use, customize, and scale CRM platform.
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    Sibyl Reviews
    Signet Research Pulse Sibyl Surveys alerts you to customers at risk and gives you the tools and resources to gather critical insight that will help to retain and grow your clientele, optimize products/services, maximize your resources, and maximize your use of your resources. Different surveys with different goals, products and customer touch points. Unlimited custom filtering for your respondents and their feedback. You can segment your client list using any custom variables that you wish. You can track and analyze your Quantitative or Qualitative survey data over time with custom filters such customer attributes, dates and account managers. You can control who your survey data is shared with throughout your organization. You can segment your audience using our custom data filters to select the right people to reach out to for product/R&D surveys or marketing material.
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    Verb CRM Reviews

    Verb CRM

    Verb Technology Company

    A suite of tools to help you sell your business using award-winning interactive video technology. Verb Technology Company, Inc. is quickly emerging as a market leader in interactive video webinars, CRM, sales, and marketing applications. VERB has offices in California and Utah, USA. It provides next-generation CRM leads and video marketing software applications for sales-based organizations in over 60 countries and 20 languages. Customers have reported a 600% increase in conversion rates thanks to the Company's patent-pending technology platform. The Company's software-as-a-service (SaaS) products are cloud-based, accessible on all mobile and desktop devices, and are available by subscription for individual and enterprise users. The Company's technology can be integrated into popular ERP, CRM, or marketing platforms.
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    WISO MeinBüro Reviews

    WISO MeinBüro

    Buhl Data Service

    €6 per month
    Flexible online office software that will help you succeed in your business. You can immediately create compelling offers, tax-office-compliant invoices, and legally secure reminders. You can do all your accounting from one place. All business activities can be planned, managed and controlled with WISO MeinBuro. This will make your day-today work much easier. WISO MeinBuro is a great tool for companies that want to save time and make their day easier by selling products and executing services more efficiently. Our intelligent office software offers a wide range of functionalities that help companies plan, manage, and control all aspects of their company activities. WISO MeinBuro offers many functions that simplify the daily office tasks of companies. It uses intelligent, innovative automatisms and interlocking to do this. This reduces both time and costs. You can simplify the order processing. WISO MeinBuro Web gives you a complete overview of all your e-commerce activities, Shopify or Shopware.
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    audius:CRM+ERP Reviews
    The business software extends the CRM functions of Dynamics 365 sales to application areas of ERP systems. It covers all business processes for all divisions of the company, including sales, marketing, customer service and production. Combining ERP and CRM systems creates a seamless user experience that combines continuous business processes, a database without interfaces, and a uniform user interface. Each ERP system's individual software components can be combined to meet the company's specific requirements. Through agile project management, the successive implementation of software components for CRM and ERP creates entrepreneurial advantages by generating high user acceptance and rapid added value. audius CRM+ERP allows connections to a variety of software from the Microsoft technology stack. It allows integration of service processes, marketing automation, and BI.
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    Upstream Works Reviews
    Give your agents a desktop that is enhanced to meet the changing expectations of customers and empower them to deliver personalized, meaningful and efficient service. Upstream Works desktop solutions for omnichannel experiences will help you create better experiences. Unified agent desktop with productivity features and visibility of all channels and applications to improve CX and FCR. Convenient flexibility of channels with voice, email and web chat, messaging, video, social, co-browsing, bots, conversational artificial intelligence, and more. Integrate with any AI, business application or CRM system to streamline processes and increase agent productivity. Improve business outcomes using real-time and historic omnichannel Dashboards and reports, including FCR, CES and bot analytics.
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    Friday CRM Reviews
    That's right! Friday CRM is not a trial. It's 100% free and there is no time limit. Would you like CRM for free? It's possible! A CRM software that is affordable and offers alternatives to traditional customer relations management. This cloud-based CRM software is the best for B2B and C2C sales. This CRM is the next generation and ideal for marketing automation and lead management. This CRM is superior to other free CRMs in the service industry. There is no licensing fee and you can download a demo. It's ready to be used online right now! Are you looking for an affordable, yet powerful CRM? The cloud is now the best place to find the most popular CRM. What is the price? It's free. This is the best web-based automation system. The ready-to-use online tools are available to every small business, regardless of whether they are in the manufacturing or service sectors. This CRM was voted the easiest and most effective for lead and sales management in a list of ten top CRMs. No download required.
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    FinKoper Reviews

    FinKoper

    Alfa Solution spol. s.r.o.

    €5/month
    FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.
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    RevealCX Reviews
    Customer satisfaction is more than the products you sell. It's the service you provide before, during, and after a purchase. Today's consumers are not willing to tolerate poor service. RevealCX allows you to create a quick, efficient customer experience by measuring the most important things for your customers and identifying actionable information that can improve their experience. It starts with a well-designed, easily deployable form. RevealCX form structure gives you organization-specific, unlimited layers of causal factor errors that make it easy to deploy and efficiently monitor agents. RevealCX is based on best-practices forms and aggregates data. It creates workflows to support results-oriented coaching and provides robust reporting that gives accurate information about performance.
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    cux.io Reviews

    cux.io

    cux.io

    €79 per month
    CUX in nutshell: ✔ User Behavior Analysis ✔ Experience Metrics ✔ Goal-Oriented Analysis ✔ Conversion Waterfalls ✔ Entire Visits Recording ✔ Heatmaps ✔ Pre-analysis & Alerts ✔ Auto-capture Events ✔ Retroactive Analysis ✔ 100% GDPR-compliant ✔ Data stored in EOG ✔ SSL secured
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    Webex Engage Reviews
    Engage more, respond less. Empower your contact centre to support customer conversations via any channel. Your agents will have one interface that can be used for all communication channels, including voice and messaging apps. This will allow them to work more efficiently and provide the customer support they need. Keep customers informed. Provide self-care capabilities. When necessary, transfer conversations with full context to live agent. Integrate virtual customer representatives into customer service operations to handle routine enquiries, provide self-service and provide 24/7 assistance. Create an IVR experience that allows customers to seamlessly transfer to a messaging channel, where they can self-serve or chat with agents at their leisure. Some enquiries require instant attention. Identify and communicate complex customer issues to agents. Interactions can be extended beyond one channel. You can easily convert a chat conversation into a phone call or a web-based video call to get instant support.
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    Axonaut Reviews

    Axonaut

    Axonaut

    $29.99/month/user
    Axonaut is an all-in-one tool which delivers power, efficiency, and simplicity at a price that won’t break the bank. It's hard enough to run a small business. A CRM should make it easier. All your contacts can be managed in one place. Facilitate customer relations and make them more productive. Create branded invoices and quotes. With one click, convert quotes to invoices. Manage cash flow, expenses, and revenues. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. You can customize your export process and formats. Manage company-specific accounting codes. Manage and create email and text messaging marketing campaigns. Mailing lists can be segmented using multi-criteria to provide a more targeted approach. The Staff Registry allows you to manage your team and all associated costs.
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    Money Advice + CRM Reviews
    The software was developed and managed by financial professionals with more than 20 years of experience in the development of software for the Irish broker industry. The application can manage all aspects of a firm's office, including sales, marketing, and compliance. It also includes advice, cash flow projections, compliance, product library, pipeline, and commissions management. The application also includes full Client Relationship Management. Clients and policy details can be updated and maintained by Aviva, Aviva Health and BCP Asset Management. Friends First, Irish Life and New Ireland are also included. Standard Life is not included. All insurers offer Life Protection quotes. Money Advice +CRM is a one-stop shop for all your software needs. Get email notifications of all enquiries and offer advice via best price quotes.
  • 48
    Pega CRM Reviews
    Automate the customer journey with greater engagement and automation. Transform traditional CRM into a truly journey-enabled customer engagement platform. Pega can help you whether you are looking for an alternative system to your current one or to scale up and strengthen your existing one. Your success is dependent on your agents. Your team must be connected, productive, and effective wherever they are. Customers want to feel cared for. You can provide them with personalized, proactive, and frictionless experiences on any channel. You need to do it all these days. Intelligent automation and case management can help you reduce costs and maximize your channels. To resolve customer queries faster, connect and automate work across systems and people. Pega's AI-powered casemanagement adapts to customer service inquiries. Templates that are pre-defined and based on industry best practices can be used to quickly get started.
  • 49
    InterFuerza Reviews

    InterFuerza

    InterFuerza

    $9.95 per user per month
    Use the most innovative solutions to transform you business into a digital one. A multichannel platform that adapts to your business' needs can be purchased. All your sales, customers, orders, and inventory can be managed from one place. Integrate marketing, loyalty, support and finance with your customers to unify your sales channels. Our CRM will increase the productivity of your team. Automate your accounting, finances, costs, projects and budgets. InterFuerza's financial tools will help you increase your company's profitability. All the tools you need to manage your company. From your purchase orders to the final purchases to your suppliers, you will be able manage them all. The My Company module allows you to manage associated costs, partial purchases, as well as other aspects. All your products and services are centrally managed in one tool. Your My Business module allows you to manage your historical purchases, purchase rates, and reorder points.
  • 50
    Tustena CRM Reviews
    Tustena CRM, the new platform for extended customer relationship management from TeamSystem, is now available. The CRM, which has been on the market since 2003, is a complete and competitive solution. This is thanks to extensive research and a completely Italian know-how. The production system was once a competitive advantage. Today, it focuses on customer service and the ability to manage contacts and relationships. Tustena CRM is integrated into the platform management range. This allows for increased control over customers, lower costs, and improved profits. It offers all the automations and services necessary for managing customer base, time and resource planning. Tustena CRM allows you to keep track of all activities, schedule appointments, and manage e mail communications. This makes it a collective process that reduces the time spent searching for information that is already in the company.