Best NO-CODE CRM Alternatives in 2025

Find the top alternatives to NO-CODE CRM currently available. Compare ratings, reviews, pricing, and features of NO-CODE CRM alternatives in 2025. Slashdot lists the best NO-CODE CRM alternatives on the market that offer competing products that are similar to NO-CODE CRM. Sort through NO-CODE CRM alternatives below to make the best choice for your needs

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    Buildxact Reviews
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    Buildxact is a construction management software that is easy to use for contractors, residential builders, and remodelers. It helps them manage their projects smoothly and efficiently. Transform your business with one system, from the first takeoff to the final invoice. Streamline estimation - Create takeoffs faster and get quotes 5x faster. Buildxact is cloud-based so you can get up and running in no time. Save time by ditching paper plans and spreadsheets! Buildxact digital takeoffs let you scale plans and measure with a few mouse clicks. Quickly measure and count materials knowing your numbers are correct. Easily move material counts into your estimate with online tools and pricing that are 5X faster than paper and pencil. Estimates that clearly lay out materials, labor and overhead for the client. Professional quotes that win more jobs. Find out today with a free trial!
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    Houzz Pro Reviews
    Top Pick
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    Houzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $149/month for all sizes of business.
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    Kintone Reviews
    Top Pick

    Kintone

    Kintone

    $15.00 per user per month
    10 Ratings
    Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.
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    LiveAgent Reviews
    Top Pick

    LiveAgent

    Quality Unit

    $15.00/month/user
    145 Ratings
    LiveAgent is the best-rated and most highly reviewed help desk software for SMBs in 2024. LiveAgent boasts the fastest chat widget and is used by over 150M people worldwide. LiveAgent is a web-based, fully-featured live chat and helpdesk system. LiveAgent leverages the power and flexibility of a universal email, live chat, built in call center, and a robust customer portal. LiveAgent offers over 175+ useful features, including advanced automation features, rules and tags, as well as 195+ integrations. Join companies such as BMW, Yamaha, Huawei, and Oxford University to provide world-class customer services. No credit card needed. Start your 1-month free trial today.
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    InsureCert Reviews
    InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.
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    urLive Reviews

    urLive

    urLive

    $450 per month
    urLive makes it simple for your customers to start a high-definition, live video call to your team. A no-code deployment cloud service: configured, managed, and supported through a straightforward web portal. Unlike teleconferencing services: • Your team can answer multiple, simultaneous inbound video calls from the same link. • No download, install, password, or account creation required. • Customers start unique private calls to your designated team with one-click activation of an endlessly reusable URL – an Infinity Link. • Infinity Links are brandable text-based URLs that can be shared on your website, CRM, social media, chatbots, kiosks, SMS/text, and email to complement or upgrade communications. • Video calls are made from any platform or device via a browser. • Calls are automatically routed to designated groups and specific individuals based on easily modified rules of availability and expertise. • Answered calls don’t require a host and can be shared with other agents by adding them, forwarding, and transferring. • Includes an option to schedule calls. • Capacity Services™ can answer calls when your team is unavailable Personalize engagement with customer-initiated live video calls
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    CorkCRM Reviews

    CorkCRM

    CorkCRM

    $99 per month
    Notes, appointments and follow-ups can be made automatically. Our Mailparser integration allows you to automatically enter leads. Book appointments online or by phone for new customers. Sync appointments with Google Calendar. Once you have set up your Google Calendar, all new appointments will automatically sync. With custom proposals, impress your clients. Cork makes it easy to create detailed proposals. Once you have completed an estimate, simply fill in the details and send it to the customer. Customers can sign contracts either on the spot or later via email. Electronic signatures can also be taken from a smartphone, tablet, or laptop. In combination with our online payment feature, estimators can eliminate the need to return to the house twice. Our job schedule will keep your business on track. Set a start/end date and assign a crew. Your crews will be able to see where they need.
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    InSimplify Reviews
    InSimplify, a cloud-based software system that integrates all stages of the Home Building process, is a cutting-edge solution. It provides an integrated solution that handles every stage of the Home Building process, from sales, online quotations, online color selection, customer portal, document administration, construction stages, handover, and maintenance.
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    Voiie Reviews

    Voiie

    Voiie

    $9.99/month/user
    We offer a complete management system that includes tasks, appointments, sms and email, as well as payment processing, to help you manage your contacts. Non-Profit Membership Businesses and Membership Based Businesses can benefit from recurring contact and fees. You can quickly organize, manage, and track all aspects related to your customers or contacts. Intake forms, website forms and invoicing. Payments processing with ACH and credit/debit cards. Appointment reminders using SMS and emails. Contact Types You can organize contacts by type and add custom contact lists and mass email or SMS to the list.
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    Radius Reviews
    CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.
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    Breezit Reviews

    Breezit

    Breezit

    $20/month/user
    Breezit helps service providers in the events industry run and grow their businesses without increasing stress levels. Whether you’re an event photographer, a wedding venue, or a catering business, Breezit holds all the tools to turn your routine a breeze. In a few short minutes, you will be able to set up your service profile, get a clean SEO-optimized service listing, innovative booking link, calendar with dynamic pricing, contract and payment capabilities, and other tools to make your business processes frictionless. Freelancers and small businesses using Breezit save up to 80% of their time on management processes.
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    PHP CRM Reviews

    PHP CRM

    PHP CRM

    $3 P/M Unlimited Users
    PHP CRM is a web-based CRM software. It allows you to manage customers, leads, proposals, estimates and invoices. PHP CRM is a self-hosted web-based CRM software system.
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    Prospect Sleuth CRM Reviews
    Fronsee Technology Solutions, a San Diego-based custom software development firm, is here. We also offer database, intranet, mobile apps, and website development. We offer information technology, startup, and business consulting. FTS can design and develop custom web- or windows-based solutions. We also add functionality to existing systems. Our passion is custom intranet systems for companies, custom CRM solutions, as well as database-driven web apps. We also create mobile apps for Android and iPhone. For a complete list of our services, visit our services page. Or contact us today to receive a free quote. Our rates are lower than those of larger companies because we are a relatively new company. Our staff is professional and communicates well with clients. We can complete tasks quickly and get your website or application completed faster by using the most recent.NET technologies and re-usable software objects.
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    Emitrr Reviews
    Emitrr is a smart, human-like receptionist for small businesses. Emitrr allows business owners to focus on their business growth and not worry about missing customer calls. Emitrr takes care of customer queries such as booking appointments, quotes and FAQs. Integrates with your EHR/CRM to provide real-time conversion metrics, reduced screen pop, and more. Web chat allows you to convert customers and keeps the conversation going on text. This means that your patients don't have to wait for the web. Small businesses often spend a lot on website building, advertising, SEO, and other marketing strategies. Small businesses also work hard to get these customers to their website. However, more than 25% of these web visitors never convert. Customers are not tied to live chats on the internet. Convert customers even if they leave the web.
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    Client-Cloud Reviews

    Client-Cloud

    OIIO

    $69 per user, per month
    The best portal for brokers in insurance. A professional customer portal for EUR 19, a simple, secure and clear interface. The best customer portal. We developed the Client Cloud technology to make it easy for SMEs to use a customer platform. It is quick and easy to implement. It is a professional portal with a fixed monthly fee. What is Client Cloud? Client-Cloud was created with the vision to provide personal attention for customers. It consists of two parts: the customer portal for your customer, and your own management portal. Client-Cloud is here for you because you're not an average entrepreneur. Your customer portal will improve your service and customer loyalty, which will help you generate more sales from your existing customers. In just 10 minutes, you can create a professional customer portal with your corporate identity. No technical knowledge necessary. Select your subscription.
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    SupportHero Reviews

    SupportHero

    SupportHero

    $49 per month
    Support Hero can help you create an internal system for Knowledge Management, or a simple FAQ for customers. Support Hero empowers your staff with a sophisticated playbook and provides unparalleled support to customers. Support Hero provides an easy-to-use and elegant Knowledge Management Solution. Support Hero comes with a complete knowledge base portal right out of the box. The portal and embeddable widget share the same content so there is no need to update in 2 places. The look and feel of the portal and widget can be customized to work on your own domain. The Support Hero widget can be embedded into your website or web app. It can be customized and shares the same content as the knowledge base portal. Our contextual content feature allows you to find the best articles based upon the page that the user has accessed. The widget is embedded using a simple javascript snippet.
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    CoreTrac Reviews
    Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.
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    MAP.CRM Reviews

    MAP.CRM

    MAP IT

    $25 per user per month
    It is essential to focus on customer relationship management (CRM) in order to run a successful business. It is expensive to acquire customers. Therefore, it is important to build stronger and more lasting relationships with clients. MAP.CRM, a web-based software tool for customer relationship management and automation of sales force, is available. It allows you to track your prospects, leads, and opportunities. This allows you to concentrate on what is most important: building a relationship. Manage clients with multiple contacts, appointments, attachments, addresses, and other information. Flexible reporting system allows us create reports according to your specifications.
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    ConstructionOnline Reviews
    ConstructionOnline is the only construction management software designed to handle everything a successful construction team needs - integrated financial tools, schedules and calendars, dynamic online takeoff, accounting integration, centralized communication, project tracking, construction dashboards & reports, custom proposals, and so much more. For more than 2 decades, ConstructionOnline's cutting-edge tools have been helping construction pros increase efficiency, reduce rework, improve profits, make better business decisions, and deliver the highest quality construction results. Winner of 32+ product awards, ConstructionOnline™ is consistently recognized throughout the construction industry as the clear choice for construction companies seeking maximum financial, operational, and organizational ROI from a construction project management solution.
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    Tacrem Reviews

    Tacrem

    Tacrem

    $29.99 per month
    Your first client is the most important! Fill in their name, email, and choose a profile picture if you wish. Then hit create! Our appointment system allows you to view all of your appointments, past and present. You can view all your appointments for the day, and see who they are with and what their reasons are. Attach notes to the appointment and we'll attach it to your client profile. This is the heart of tacrem. Client profiles let you view all past appointments, projects and applications. You can attach images to your client, view the original application, schedule your next appointment, or update the status of a piece. Our application system allows you to customize your application form to ask only the questions that are important to you. You can embed our application form on your website, or simply post the link we provide in your instagram bio.
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    My Contacts Cloud Reviews
    Would you like to be able to access your contacts on any device? You can quickly locate your clients by using their profile. You can call them, send a WhatsApp message, email, or SMS, open their website, or use Google Maps to find them. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping companies Banks Organize your meetings and appointments in a planner that offers monthly, weekly, and daily views. Register the title, description and color for each event. Also, include participants, location, web addresses, attached files, and the date. Save the code or the link to join an online meeting (Google Meet or Microsoft Teams or Zoom). Drag and drop events are easy. Very intuitive. Document management: Save all documents related to each contact, such as contracts, offers and reports. Cloud: All your data is stored in the cloud and available at any time. Multi-device access: Access your account from any device (computer, tablet or smartphone).
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    Lender Reviews
    The technological CRM business management system for online microcredit granting. You will receive a ready-made solution, marketing support, and 60 days of increased site delivery positions in 1000+ instances. This system is a complete solution that will work for anyone. Online lending is possible for financial companies. Online loans. Online companies that want to improve their business processes and increase their income. Online shops. They are willing to offer credit services to their clients. What you get: A packaged solution. Software that includes everything you need to get online loans. Customization. System adaptation for your business processes. Change implementation. Complex marketing. We'll help you launch the loan in a proper way. In return, you'll receive a monthly loan position flow. Scoring. This was made possible by machine learning and artificial Intelligence, which allowed for more than 80.000 loans to be issued.
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    Grow In Cloud Reviews

    Grow In Cloud

    Grow In Cloud

    $12.76 per month
    Grow In Cloud provides a free, easy to use, customizable client website where visitors can make appointments, share documents, pay online, and more. Our live web widget integrates easily with your website and allows you to capture leads and take appointments. A live web widget allows you to capture information about new leads, and then increase your chances of converting them into customers by providing an instant response. Our instant notification feature instantly notifies you of any new forms submitted via the live web widget. With Grow In Cloud, you can create and send invoices anywhere. Our easy-to use online invoicing tool will save you time and improve your client communication. With Grow In Cloud's payment solution, you can also receive payments instantly. Grow In Cloud integrates seamlessly with payment gateways like Paypal and Stripe to process payments in multiple currencies at low fees.
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    Amphis Customer Reviews
    Our CRM and Contacts Management Software makes managing contacts easy. It allows you to create appointments, customer notes, customer letters, quotes, estimates, invoices, tasks, statements, job sheets, and customer letters. To keep you organized, such as Callback Reminders, you can create them. A Today view shows what is planned for each person today. One or more people can be assigned tasks, jobs, and appointments. Appointments View displays Appointments for the current month. It can show Appointments either for a specific person, or for all. Mail Merge, Email Marketing, and SMS Messages are all supported. Amphis Customer integrates with Outlook to make it easy to manage customer email, tasks, and appointments. You can create invoices and quotes using free text paragraphs that include a price or by selecting items from the Parts database.
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    Apptivo Reviews

    Apptivo

    Apptivo

    $10.00 per user per month
    Apptivo CRM Software helps you attract, engage, retain, and delight more customers. No more juggling among multiple apps. You can manage your customers, finances, and support from your pocket. This will increase your productivity and improve your client relationships. All the following apps are available in one CRM: Invoices and Projects, Work Orders. Orders, Estimates. Help Desk. Expenses reports. An easy online CRM system that stores contacts, reminders and files. You can add more apps to the App Store if your business expands and you require them. You can manage your sales pipeline, keep track of employee activities, close more deals, and monitor employee activity. Track your sales and convert them into invoices quickly to get paid!
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    Coconut Software Reviews

    Coconut Software

    Coconut Software Corporation

    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.
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    Sellsy Reviews
    Sellsy is an online customer relationship management (CRM), and sales management software that helps you manage your sales cycle. Sellsy makes it easy for sales teams of any size or industry to manage leads, create invoices and quotes, and engage customers. Sellsy is a modular offering that can be tailored to meet the needs of each team. It includes business management, CRM/opportunity and subscription management, POS and website blog, as well as purchases, margins and expense tracking tools.
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    Simple CRM Reviews

    Simple CRM

    Simple CRM

    $5 per user per month
    Simple CRM displays the Simple CRM desktop immediately after you connect to it. This Office displays, among other things, the day's interactions (tasks & appointments). This Office provides a visual representation of your appointment reminders, so you can see them clearly and precisely. Simple CRM is an online CRM program. It is accessible via a web browser. It works with all devices. A mobile application also allows you to work offline from your phones and tablets. You can manage multiple companies from one Simple CRM instance. This includes the optional Simple ERP module which allows you to create invoices, purchase orders, and quotes. Every day, HaPPi sends potential customers to your sales reps. It searches for potential customers in a "Big Data", (+/- 30,000,000 company record database. This is done based on an "ideal" profile it has created for you.
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    CiraSync Reviews

    CiraSync

    CiraSync

    $1 per user per month
    Manual solutions to sync contacts, calendars, notes, and other data to smartphones can be time-consuming and error-prone. Custom apps are not scaleable and have limited functionality. Employees can waste time searching for current contact information, cannot identify important business calls, and are forced to make manual updates without an automatic GAL sync. Unsynchronized shared calendars can lead to missed business-critical meetings, ineffective management of projects and emergencies, as well as ineffective shift or project management. CiraSync provides central administration with single sign on, granular control and best-in class support. There is no software to install, client configuration is not required, and there is no need for user training. You can sync unlimited numbers of contacts, shared calendars, notes, and more than once per day. Utilize existing distribution groups to control who receives which contacts and calendars.
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    GRC Contact Reviews

    GRC Contact

    GRC Contact

    $28.72 per month
    GRC Contact is an online CRM software that is specifically designed for VSEs and SME. A "One-stop shop" solution that includes CRM, quotes and invoicing, eMailing, personalized support, and more simplifies your life. GRC Contact is a French company that specializes in BtoB. It has French servers and advisors. GRC Contact aims to be "very responsive support" and to be close to customers (customer experience testimonial). One advisor can customize the software to fit the client's needs and sector of activity. GRC follows French legislation, which ensures confidentiality and security. The Cloud in Paris stores all customer data and is protected by confidentiality clauses. GRC Contact CRM software is the most user-friendly commercial management software. It can be used by small and medium-sized businesses to support their various commercial activities.
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    CrmOne Reviews

    CrmOne

    CrmOne

    $59/month/5 Users
    CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.
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    Flowlu Reviews
    Top Pick

    Flowlu

    Cloud Solutions Global FZCO

    $39 USD/mo
    9 Ratings
    Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.
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    True Lark Reviews

    True Lark

    True Lark

    $199 per month
    With 24/7 coverage, you can instantly grow, retain, or engage your customer base. It is fully automated so that you can focus on what really matters. True Lark (formerly FrontdeskAI), offers an AI assistant named Sasha. Sasha can respond to missed calls via text and provide quick, compassionate responses 24/7. It's all fully automated so you don’t even have to lift one finger. Technology should match your business model, not vice versa. You have the freedom to organize your business in your own way. Sasha manages your website and can help you answer questions, book classes, appointments, or connect with new clients. Matching clients with the right pricing option, service and voice in your brand's voice will increase revenue and retention.
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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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    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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    Adaptive ERP Reviews
    Top Pick
    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
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    Worldsoft Business Suite Reviews
    The Customer Relationship Management allows you to automate your responses, respond more quickly, send targeted messages and keep track. Statistics gives you relevant data in real time. You can quickly and easily create custom statistics to meet your needs. WebConnector allows you to integrate online forms, shop articles and online bookings into any static or CMS website. Autopilot customer acquisition! Automated follow-up emails (FollowUps), and personalized emails increase sales by 200 to 300%. Factura makes it easy to manage orders, invoices and delivery notes, reminders, and articles. Automate your work processes to save time.
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    K-Fuze CMS Reviews

    K-Fuze CMS

    Ridgehead Software

    $16 per user
    K-Fuze CMS, a unique Customer Management System, is a customer-oriented online self-help system that combines website creation/management, customer relationships management, knowledge/content management, and website management. K-Fuze CMS can be installed on-premise or cloud-based for enterprise installations. K-Fuze CMS is ideal for organizations looking for a complete customer care solution that can handle all client interactions. All types of customer interactions can be managed with a complete incident and ticket management system. You can organize, manage, and share FAQ's as well as documents, files, multimedia, rich-text content, documents, and files. K-Fuze CMS can be used by both small and large enterprises. All K-Fuze CMS apps are hosted on the Microsoft Azure cloud. This environment offers high availability, scalability, and redundancy.
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    Ad Orbit Reviews
    A complete solution. Options for extensive integration and configuration. Real human customer support. Track revenue forecasts. Create proposals, book ad inventories in real-time, get eSignatures, capture payment methods and help your team achieve revenue goals. Automation workflows are available for IFTT processing of ad assignments and status updates. They also allow customer notifications (content collections reminders), ad serving & report generation. Bill and track payments in a systematic way. Dashboards can be customized to provide insight into revenue forecasting and other metrics, such as aging, cost-of-goods-sold, etc. Integrate with ERP/GL systems. Clients can view campaign details, pay invoices and generate account statements, as well as sign orders, submit ads, approve proofs and submit ad material online. Ad Orbit was built with integration in mind. It makes it simple to plug in your favorite applications. Our RESTful API and Zapier integration allows us to integrate with dozens of media and tech brands.
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    Deskera CRM Reviews

    Deskera CRM

    Deskera

    $99 per user per month
    Email blasts and landing pages that don't require coding can help you capture more leads. Sales automation makes it easier to close deals and provides world-class customer service via email and chat. You can add as many contacts as necessary - one million, ten million - it's all possible. The more contacts you have the better your sales. You can import existing contacts via excel, drop them into webhooks, or capture them via landing page on your website. You can add as many fields as necessary. You can either choose a high-converting funnel template or make one from scratch. You can create as many funnels you like. Conversion funnels can be built to drive visitors to upsells, cross-sells, and paid conversions. You can track the performance of each step and optimize it using actionable data. Choose one of these email templates and choose the target segment to send it. You can track open and click rates to compare performance across campaigns and segments.
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    Salentica Reviews
    Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.
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    Chatabox Reviews

    Chatabox

    Werkflo Software Solutions Pty Limited

    $0 (free version)
    Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.
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    OrderStorm Reviews
    The ecommerce solution integrates seamlessly into your existing website to boost your online business. You can sell B2C, B2B products, services, downloadable items, and even events all in one platform. Integrate CRM and order management to provide excellent customer service. Order and customer management must be seamless and efficient in order to excel in customer service. OrderStorm offers Order Management CRM via a Notes screen at the bottom of each order, product, and vendor page. You can provide excellent customer service by putting action items in work queues and keeping a complete list of notes. This is not a complete CRM package, but it was created to help you manage your daily interactions between customers and suppliers.
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    Workee Reviews

    Workee

    Workee

    $290 per month
    Website builder with seamless customization for small businesses. Your site can be up and running within 1 minute. Create your work schedule in seconds. Set days, hours or any configuration that you want. Bookings, payments, video calling, and invoicing are all integrated to automate your freelance business. Flexible options to improve time management and monetization. You can choose any time slot for your engagements. It's never been easier to sell your professional services or jobs on your Workee site. Our integrated payment systems offer 0% transaction fees and payment freedom. Send invoices, get paid and manage everything in one place. Manage your meetings, track your time, send invoices and calculate taxes all in one place. It's never been easier to build your professional presence. Set availability and pricing for timeslots. Select a time slot duration for appointments, and the client's time zone will be detected automatically.
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    Qmatic Experience Cloud Reviews
    With Qmatic Experience Cloud you reduce actual and perceived wait times, increase customer satisfaction as well as employee productivity and efficiency. Qmatic Experience Cloud is a cloud based Customer Journey Management and Queue Management software that takes care of your visitors from booking an appointment, through the arrival and check-in, to service and feedback. Basically it is a platform to improve customer experience. Qmatic Experience Cloud is an intuitive, dynamic all-in-one platform for effortlessly delighting your customers, empowering your people, boosting your operations – and adapting on the fly. It is designed to work front and back – to give customers a better service, ensure employees have the time and space to perform their job effectively, and give you the management tools to stay in control.
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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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    Commence Reviews
    Cloud-based customer relationship management software (CRM) Commence is perfect for small and mid-sized businesses. Commence allows users to communicate with potential and existing customers. The features of Commence include lead management, marketing automation and customer portal functionality. They also offer help desk functionality, reporting and project management. Commence features marketing automation, which allows users to launch targeted campaign with a configurable budget.
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    MergeWare CRM Reviews

    MergeWare CRM

    J&J Technology Consulting

    A simple interface allows you to manage client information. Keep track of client/vendor information, including phone calls/emails and any actions taken. Track outgoing and incoming payments, and create invoices. You can create invoices and keep track of incoming or outgoing payments. An Insurance Module allows you to track QuickQuotes and instantly reproduce them by linking to an existing or custom QuickQuote. This module can also interface with existing TIFA apps or any other.
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    Profitics Reviews
    Profitics CEM Suite allows for powerful collaboration and integration platforms that can be used to manage intra- and inter-enterprise workflows. We combine cutting-edge web technology and analytics to create software solutions that solve complex problems for our clients. The creation of a platform for collaboration between suppliers, customers, and vendors. A brand or product can be made more engaging and participatory by creating a community. Software-driven tools and processes can help you achieve better business results. Forecasting demand, supply, and competitive-based scenarios. CEM allows you to go beyond the capabilities of a CRM suite and enhance your business processes using unique, value-generating software solutions. Profitics uses Web 3.0/Semantic Web component enhanced Portal software to create customized applications that transform business processes.
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    Karlia Reviews

    Karlia

    Karlia

    $17.70 per user, per month
    Complete CRM software to manage customer accounts, invoicing, and project management. You want to automate and save time? Karlia is a software that can be adapted to your needs and has powerful functionalities, but is very easy to use. All-in-one CRM software that automates invoices, automated accounting, time, and projects. CRM - Get visibility on your pipelines. Manage your customer and prospect business cycles. Add custom fields. Views can be added to the directory. In one click, edit invoices and quotes. You can create quotes for your opportunities. Transform them into invoices. Purchase order, delivery note, and stock. Reduce expense and supplier management. Add expenses to your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Perform the automatic bank reconciliation. Export accounting entries easily. Connect with your customers. Communicate with customers Share business documents. Validate your proofs