Best PHP CRM Alternatives in 2026

Find the top alternatives to PHP CRM currently available. Compare ratings, reviews, pricing, and features of PHP CRM alternatives in 2026. Slashdot lists the best PHP CRM alternatives on the market that offer competing products that are similar to PHP CRM. Sort through PHP CRM alternatives below to make the best choice for your needs

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    WEX Field Service Management Reviews

    WEX Field Service Management

    WEX Field Service Management

    67 Ratings
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    WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
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    Tall Emu CRM Reviews

    Tall Emu CRM

    Tall Emu

    $65 AUD per user per month
    Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.
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    BidBook Reviews

    BidBook

    BidBookSoft d/b/a CRM Evangelist

    $30.00/month/user
    Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
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    BlinQ Reviews

    BlinQ

    BlinQ Software

    $150 per month
    BlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.
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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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    Eworks Manager Reviews

    Eworks Manager

    Eworks Manager

    $115 per month
    The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management
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    The Newspaper Manager Reviews
    Newspaper Manager is a cloud-based CRM built specifically for newspaper publishers, combining ad sales, order management, billing, and production tools into one unified platform. It helps streamline workflows, improve efficiency, and drive revenue across print, digital, and event-based media. The CRM module allows you to organize and search contacts by name, company, category, and more. Track leads and deals with the Sales Pipeline Opportunities Module, and manage all types of ad buys with our robust Order Management System, which supports print, display, newsletter, website, and event advertising. Speed up approvals with built-in electronic signature tools. Send legally binding proposals that, once signed, auto-convert into orders and trigger confirmation emails. Manage production with real-time Project Management Tools, customizable stages, feedback tracking, and automated deadline alerts. Flat planning and pagination tools support layout decisions for both print and digital editions. Track performance with the Analytics Dashboard, featuring over 300 data tiles and flexible reporting options. Our Billing and A/R System offers Quick Pay, batch billing, auto-pay, and QuickBooks integration—helping you get paid faster and manage accounting with ease. Email integration with Gmail and Outlook keeps your communications organized. Our Chrome and Outlook extensions let you sync notes, emails, and attachments directly into the CRM. Newspaper Manager also includes Media Mate, an AI assistant for content creation, segmentation, analytics, and prospecting, plus seamless integration with Marketing Manager and ChargeBrite for email automation and subscription billing.
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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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    CVenture  Reviews

    CVenture

    Chamunda Tech-Net Service

    C-Venture is a complimentary Sales Enquiry Management tool designed to fulfill the requirements of managing leads, quotes, follow-ups, sales orders, invoicing, proforma invoices, delivery notes, and more. Additionally, it encompasses Customer Support Management, transforming C-Venture into a comprehensive Customer Relationship Management software that addresses every facet of business operations. The inclusion of a Purchase Management System sets C-Venture apart from other CRMs, ensuring it meets the diverse needs of all businesses. Its features, such as mail-to-sales enquiry and mail-to-support ticket functionalities, alleviate the hassle of email tracking. Sales executives have the capability to oversee all their enquiries and leads, while also managing customer contact information with ease. Sales coordinators are equipped to view and respond to all enquiries seamlessly, enhancing team collaboration. Moreover, sales executives can update their follow-ups—whether they be visits, phone calls, or emails—and keep their team informed about these interactions. Each sales executive receives an automated daily report based on their follow-up activities, promoting accountability and performance tracking. Thus, C-Venture not only streamlines sales processes but also fosters better communication and efficiency within teams.
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    SAIBAOnline Reviews

    SAIBAOnline

    Simson Softwares Private Limited

    SAIBAOnline is an ERP software that effectively integrates and streamlines various departments within an insurance brokerage into a cohesive software platform. Serving as a central hub for information, it ensures smooth data flow throughout the organization, enhancing collaboration and efficiency. Notable features of SAIBAOnline include the ability to access the software both on-site and online. Some key aspects of the application are: 1) An all-encompassing solution that covers everything from Customer Relationship Management (CRM) to Claims management. 2) Integration with online platforms for automated workflows related to Quote and Policy management tracking. 3) A powerful CRM tool that offers straightforward integration, remote access, lead generation, and follow-up tracking capabilities. 4) Extensive Policy Management that accommodates various types of policies. 5) A strong system dedicated to managing renewals effectively. 6) A proficient Brokerage and Claims Management System that enhances overall operational performance. Additionally, the user-friendly interface of SAIBAOnline makes it easy for employees to adapt quickly and leverage its full potential for improved productivity.
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    Amphis Customer Reviews
    Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
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    PlanProphet Reviews

    PlanProphet

    PlanProphet

    $50 per month
    PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.
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    Probooking Reviews

    Probooking

    Probooking

    $6 per month
    Probooking is an innovative online scheduling platform that allows users to create and oversee appointment bookings, manage staff schedules, and facilitate client communications through a highly customizable booking interface. The system enables the embedding of booking forms on websites, complete with personalized branding options such as custom domains, fonts, logos, and color schemes. It is designed to accommodate multiple staff members, services, and locations, enabling businesses to specify appointment lengths, buffer times, and weekly availability. Probooking enhances user experience with automated reminders sent via email and SMS, timezone detection, follow-up messages, and compatibility with payment gateways like Stripe and PayPal for seamless payment processing at the time of booking. Furthermore, it integrates smoothly with various calendaring systems, video conferencing tools, and automation platforms through the use of webhooks and APIs. Additional functionalities include robust client management capabilities (including contact records, notes, and data export), adherence to GDPR standards, customizable roles and permissions for access management, and comprehensive reporting and analytics dashboards to track performance. Ultimately, Probooking aims to streamline the scheduling process, making it more efficient and user-friendly for businesses and their clients alike.
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    Saleoid Reviews
    Saleoid serves as a comprehensive platform for business growth, tailored specifically for startups, small enterprises, and expanding teams that seek improved outcomes without juggling various tools. Unlike conventional CRMs that merely store contact information, Saleoid empowers businesses to efficiently capture leads, automate follow-ups, finalize deals, and oversee daily operations within a cohesive system. By integrating functionalities typically spread across different software for CRM, email marketing, scheduling, billing, and communication, Saleoid consolidates everything into a single platform. This integration minimizes manual tasks, prevents data fragmentation, and ensures that all customer interactions remain interconnected. Equipped with a visual Sales CRM, integrated marketing automation, and multi-channel communication options including Email, SMS, and WhatsApp, teams are capable of managing sales pipelines, executing targeted campaigns, and providing quicker responses. Additionally, Saleoid encompasses the entire customer journey, facilitating processes from estimates and invoicing to managing subscriptions, appointments, landing pages, and secure document storage, making it an invaluable tool for any growing business. Furthermore, its user-friendly interface enhances team collaboration and streamlines workflows, enabling businesses to thrive in a competitive landscape.
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    Gymex Reviews
    Top Pick
    Gymex Club and Gym Management Software are cloud-based CRMs that allow you to manage gyms and other fitness-related businesses. Our platform is built using cutting-edge technologies and provides a robust, scalable and secure platform to manage your business. Gymex Software handles your daily activities like prospect handling, member purchases, reports, and sales. Members can book classes and PT, staff payroll, and mobile apps.
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    Empiraa Signal Reviews
    Empiraa Signal is an innovative sales platform powered by artificial intelligence, designed to streamline processes for sales teams by increasing their pipeline while reducing administrative burdens. This integrated system encompasses prospecting, outreach, deal and pipeline management, along with reporting functionalities, allowing representatives to allocate more time to selling rather than data entry. Its advanced AI, known as ANI, assists by recommending subsequent actions, crafting outreach sequences, and facilitating deal progression without the need for manual follow-ups. Each subscription plan permits unlimited users, making it accessible for various team sizes. Moreover, Signal seamlessly integrates with popular tools that sales teams already utilize, such as Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for single sign-on and calendar synchronization, all managed through the user-friendly Settings and Workflow Engine. Tailored for small to mid-sized B2B sales teams and consultants or agencies that handle prospecting and deals, it works exceptionally well in conjunction with Empiraa GPS for those seeking a comprehensive strategy and sales solution within a single platform. A 14-day free trial is offered, requiring no credit card information, empowering users to experience its benefits firsthand before committing. Additionally, this system's user-friendly design ensures that even those with limited technical expertise can navigate and utilize its features effectively.
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    Voiie Reviews

    Voiie

    Voiie

    $9.99/month/user
    Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.
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    Omex CSMS Reviews
    Omex cold storage management system is more advanced than an ordinary ERP. With the same staff, you will achieve more accurate results. The system will manage your storage, which ensures that transactions are free from error. The system will correct any errors made by employees, so they won't be able to make mistakes even if they intend to. The system has the following feature. * Contract Management * Create Booking Management * Storage Management * Grading Management * Based on bin and crate * Bin to Crate transfer * Temporary and permanent locations * Quality Assurance Before and After Storage * Packaging management * Storage Inventory * Invoicing * Accounting * Notification * User Access * E-Invoice Why Omex is the right choice - Well organized Dashboard - Seemless Transactions and Notifications - Generate Quick Invoices & Reports Accounting Management - Customized Workflow using QR Code - 8+ Years of Experience
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    Zyprr Reviews
    Zyprr offers a revolutionary approach for businesses to engage with their customers. The enhancement in team productivity is so significant that employees will prefer this method over traditional ones. You can effortlessly oversee all your contacts, accounts, leads, sales pipeline, forecasts, and customer interactions from a centralized platform. It features top-tier customer support and help desk capabilities, allowing for efficient ticket management, customer emails, self-service options, and access to a comprehensive knowledge base. With integrated campaign management, you can effectively nurture leads and implement drip marketing strategies. Streamlining inventory management also accelerates invoicing and order processing. This platform ensures that both customers and employees receive precise information and complete transparency. It provides secure collaboration tools alongside robust storage solutions for your operations. Additionally, you can set reminders to avoid missing any critical contract renewal dates. Tailor your dashboard and create custom reports to monitor key performance indicators and activities that drive your revenue growth. Furthermore, the ability to integrate with various email systems, comment, receive notifications, and sync calendars enhances the overall utility of the platform, making it an all-in-one solution for modern businesses. This holistic approach not only simplifies management tasks but also strengthens relationships with clients and team members alike.
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    Blitz Reviews

    Blitz

    Double A Solutions

    $28.75/month/user
    Blitz, created by Double A Solutions, is an online software designed for sales management that automates the follow-up tasks related to sales and marketing. This innovative tool allows sales teams in various sectors to strategize their follow-up efforts, carry them out effectively, and assess the outcomes of their follow-up initiatives. Accessible on all devices at any time, Blitz also seamlessly connects with prominent sales, marketing, and other business systems through its API integrations. By streamlining these processes, Blitz enhances the efficiency and effectiveness of sales operations across different industries.
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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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    VistaCRM Reviews

    VistaCRM

    Vista Design

    $12 per user per month
    VistaCRM offers a swift and robust system for managing contacts and customers, making critical information accessible around the clock. This platform allows you to effectively track and oversee every significant phase of business transactions, ensuring your sales team has constant access to essential data. Ideal for managing business leads, customers, quotes, orders, invoices, and online payments, VistaCRM streamlines your operations. Understanding your customers and contacts is fundamental for the successful operation and growth of any business. With VistaCRM, you can conveniently access your information from any device, regardless of your location, ensuring you are always connected to your customers and business insights. It is designed to work seamlessly across desktop computers, tablets, and smartphones, enhancing flexibility for users. Ultimately, VistaCRM empowers your business by keeping all critical information readily available and manageable.
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    CiuisCRM Reviews

    CiuisCRM

    CiuisCRM

    $45 per month
    Oversee various aspects of your business, including customer relations, quotations, invoicing, and payment processing, while also exploring additional features. Enhance your operations by personalizing and automating your invoicing and accounting processes to drive growth. Effortlessly streamline your workflow with automated recurring invoices, as well as expense and income entries, all achievable with a simple click. Gain insights through tailored reports and dashboards that provide real-time data updates. Analyze sales trends across different months and prioritize tasks based on reliable data. Adapt the presentation of data to align with individual roles within the organization. Additionally, you can create and dispatch quotes or proposals directly to your clients, ensuring a smooth communication process. This comprehensive management system empowers you to make informed decisions and optimize your business operations effectively.
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    iMedDoc Reviews

    iMedDoc

    iMedDoc

    £79 per month, per clinician
    iMedDoc is an online practice management solution tailored for private medical and healthcare facilities across the UK and Ireland. This platform consolidates every aspect of a private practice into one secure system, encompassing patient records, appointment scheduling, clinical documentation, billing, and direct Healthcode EDI claim submission, ensuring seamless operations. Through the iMedDoc mobile application, consultants can efficiently access patient records, dictate clinical notes, capture images, and organize their schedules. Meanwhile, medical secretaries and practice managers can manage letter creation, document storage, automated SMS and email reminders, and invoice oversight, all via a web browser without the need for server installations. The platform supports various integrations, including Healthcode, Xero, Amplitude, and MRX Email, enhancing its functionality. Additionally, a dedicated patient portal allows for convenient online appointment bookings and invoice payments, making healthcare management more efficient and accessible for both practitioners and patients alike. This comprehensive approach not only streamlines administrative tasks but also improves patient engagement and satisfaction.
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    CRMit Reviews
    CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.
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    Nuchange PMS Reviews
    Introducing a comprehensive pharmacy management system designed to operate seamlessly on your own premises or a private cloud server, granting clients total ownership and control over both the software and their data. This user-friendly PMS is low-maintenance and accessible via any web browser on a range of devices including laptops, desktops, tablets, and smartphones, ensuring efficiency even during peak patient load times. It serves as a complete solution tailored to meet the diverse needs of contemporary drugstores, featuring everything necessary for effective pharmacy operations—from inventory oversight to staff management. Enhance the productivity of your billing staff with an intuitive point of sale application (POS) integrated with a cashier interface, cash register, and customer display. Manage both pharmaceutical and non-pharmaceutical inventory efficiently while keeping track of expiration dates to reduce waste and minimize losses. Additionally, our system is designed to adapt to the evolving demands of your pharmacy, ensuring that you remain competitive in the ever-changing healthcare landscape.
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    AgileApp Reviews
    AgileApp is a comprehensive management solution hosted in the cloud, designed to empower businesses in coordinating, collaborating, communicating, and organizing various aspects of their operations, including tasks, projects, invoices, and leads. It excels in managing multiple projects simultaneously, making it an ideal choice for organizations of any scale. With a robust suite of features, AgileApp enables companies and their teams to establish an effective workflow for optimal productivity. The array of functionalities includes project and task management, a customer relationship management system alongside a website and landing page builder for various campaigns, invoicing capabilities, a time-tracking system, a company community featuring chat and calendar tools, and a cloud-based file management system. These tools collectively assist users in streamlining their processes and enhancing collaboration, ultimately driving better business outcomes.
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    Zenible Reviews

    Zenible

    SAS Data Services Ltd

    $27/month
    Zenible is an all-in-one AI business toolkit built for freelancers, consultants, and solo entrepreneurs looking to scale their operations. It brings together essential tools such as CRM, invoicing, project management, calendar scheduling, and meeting intelligence into one platform. The system includes a set of AI-powered advisors that provide guidance on areas like sales, content creation, growth strategies, and mindset. These advisors are trained on insights from successful freelancers and offer practical recommendations on demand. Zenible’s meeting intelligence feature automatically joins calls, generates summaries, and highlights key insights and next steps. This helps users capture important details and improve communication with clients. The platform also simplifies lead and client management by organizing contacts, tracking deals, and managing pipelines. Integration with services like Stripe, Zoom, Google Meet, and Google Calendar ensures smooth operations across tools. Users can automate repetitive tasks and focus more on growing their business. Zenible is designed to reduce operational complexity while increasing productivity. With its combination of business tools and AI insights, it supports entrepreneurs in building and scaling their businesses effectively.
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    Salestack Reviews

    Salestack

    Salestack

    $40 per user, per year
    Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.
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    SolarLogics Reviews

    SolarLogics

    Logics CRM

    $45.00/month/user
    Solar companies can enhance their sales workflow through a comprehensive CRM solution that encompasses every stage from lead management to financial assessments, proposal creation, e-signing, and invoicing. With Solar Logics, users benefit from an integrated solar panel system sizing and cost estimation tool. Recognizing the diversity in calculation methods among installers, Solar Logics enables customization by allowing users to input their specific technical, geographic, and construction parameters into the calculator. Regardless of the number of lenders involved or the locations of clients, this platform facilitates the entry of loan information and incentive details, which are utilized to project both immediate and long-term savings in the generated proposals. Furthermore, Solar Logics crafts detailed solar energy system proposals that include visual aids such as charts and tables, showcasing the electricity expenses prior to and following solar setup, as well as savings, incentives, the anticipated payback duration, and a thorough breakdown of the loan repayment plan. In this way, the solution not only simplifies the process but also enhances the clarity and professionalism of presentations to clients.
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    Fusion Software Reviews
    Enhance your sales and boost the efficiency of your sales force with our user-friendly CRM system, designed to help you save both time and money. Effectively capture, oversee, and bill for your time, while simultaneously elevating customer service standards. Manage quotations, planning, tracking, and invoicing for your projects all from a single platform. With a fully integrated Customer Portal and Online Store linked to our ERP system, your operations will run smoothly. Recognizing that every business has its own unique needs, we offer customized system designs tailored to your specifications. Benefit from comprehensive inventory and stock control management across multiple warehouses, complete with bill of materials, barcode scanning, and additional features. Take charge of all your accounting needs with our all-in-one Accounting & Finance module that is seamlessly integrated. Our intuitive HR solution simplifies staff management, allowing for paperless handling of leave and expense claims, making HR processes easier than ever. Additionally, optimize your manufacturing workflows by managing costs, machinery, and raw materials efficiently. With our solutions, you will not only streamline operations but also drive growth and success in your business.
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    Freightistics Reviews

    Freightistics

    Freightistics

    $750 per month
    Cost-effective web-based courier and transport software designed specifically for Road Distribution in both Ireland and the UK. This software is perfect for managing courier dispatch schedules and freight operations, enabling you to cut costs and enhance your business efficiency. Whether you are a startup or an established courier service, our solution is tailored to help you minimize expenses and IT overhead while providing an effective day-to-day management system. With no hardware requirements, you can operate seamlessly on your current PCs and internet connection, allowing for a quick setup process. Explore the features below to determine which product best meets your requirements—be it Freightistics (the complete system), ConsignBook (for online bookings), or Translabel (for on-site end-of-day processing). Freightistics serves as an online courier management system designed to streamline the operations of courier and transport businesses, overseeing everything from order entry to customer invoicing. Additionally, our Pro version includes a comprehensive list of key features that can further enhance your operational capabilities. With our software, you can expect to see significant improvements in both productivity and service delivery in a short period.
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    VISION CRM & MIS Reviews
    VISION is a highly adaptable CRM and Management Information System designed to facilitate the operation of your business effectively. Serving as a comprehensive data hub, it integrates quality management, project management, and financial management seamlessly in real-time, all on a single screen. This robust Custom CRM and Management Information System consolidates all your business data and controls within one centralized platform. The modules and dashboards of VISION can be tailored to meet the specific needs of your organization, allowing for efficient management of customer contacts, supplier relations, and sales planning. Additionally, you can synchronize emails with Outlook, monitor your email marketing efforts, and generate quotes and invoices effortlessly. Furthermore, VISION empowers you to oversee large-scale projects and manage distinctive quality systems throughout the entire organization, ensuring streamlined operations and enhanced productivity. Ultimately, with VISION, businesses can achieve a higher level of control and insight into their operations.
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    Info-Tech CRM Reviews
    Info-Tech CRM serves as a comprehensive customer relationship management solution tailored for small and medium enterprises, enabling them to enhance their sales operations effectively. This platform allows businesses to seamlessly capture leads from Google and Facebook advertisements, consolidating them in one accessible location. It covers the entirety of the sales process, facilitating everything from lead management and follow-ups to generating quotes and collecting payments. With integrated tools for accounting, HR management, and communication, it simplifies workflows and minimizes the reliance on various separate applications. Additionally, the platform incorporates AI-driven functionalities that aid in composing emails, providing sales analytics, and suggesting next actions. A mobile application empowers sales teams to oversee leads and monitor activities while on the move. To further boost efficiency, automated reminders and workflows are in place, ensuring timely follow-ups that can lead to better conversion rates. In essence, Info-Tech CRM streamlines the management of sales processes, enhancing both productivity and revenue growth while allowing businesses to focus on what they do best. Ultimately, it represents a modern approach to sales management, making it an indispensable tool for SMEs.
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    streamSWEET Reviews

    streamSWEET

    Stream Interactive

    $5000 one-time payment
    Stream Interactive is a well-known web-based software developer based in Auckland, New Zealand. We specialize in the development and maintenance of association management software. We have extensive experience in developing web-based software solutions that will help companies do business online. Our web-based association management software - AMS - will help you improve your efficiency. Software to manage organizations. All aspects of managing your professional association can be combined in one website solution. This will save you time and help you save time. Our membership management system can be customized to meet your needs. Automate membership renewals. With a simple wizard tool, new and existing members can sign up online. Online payments can be accepted, automated fees calculation, invoices and statements sent, and time can be saved for other tasks. Communicate, inform, and engage. Use online dashboards and login pages to deliver information, news, or other online resources directly to your members.
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    Kyon CRM Reviews
    Kyon CRM is a comprehensive, online customer relationship management solution designed specifically for dog trainers and training schools, presenting an integrated platform that enhances client engagement, appointment scheduling, billing, communication, and performance evaluation. This system centralizes the management of clients and leads, allowing users to keep thorough records of dogs, contacts, and their training progress; it also includes features for creating proposals and managing deals, scheduling both private and group lessons, tracking attendance, and overseeing tasks. Trainers benefit from an integrated calendar that simplifies the setting of reminders and appointments. The invoicing feature enables users to create professional invoices, accept payments through Stripe, PayPal, or credit cards, and manage expenses with ease. Additionally, Kyon CRM offers automation capabilities such as automated payments, online reminders via email or SMS, customizable message templates, and an API equipped with a robust query system for seamless data retrieval or updates. This makes Kyon CRM an essential tool for optimizing operational efficiency and enhancing the overall client experience in dog training businesses.
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    Apptivo Reviews

    Apptivo

    Apptivo

    $10.00 per user per month
    Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.
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    Synticore Reviews
    Synticore serves as an advanced AI automation platform aimed at streamlining business processes through features such as voice agents, workflow automation, and comprehensive implementation services. With the capability to utilize AI receptionists, it efficiently handles incoming calls, collects caller information, sets up appointments, and ensures that urgent matters are directed to the appropriate team members. Furthermore, the platform facilitates the automation of lead follow-ups, pipeline oversight, and customer communication processes. Synticore seamlessly integrates with widely used CRM systems like Salesforce and HubSpot to ensure data consistency throughout sales activities. Additionally, its integration with Microsoft 365 enhances document workflows in SharePoint and optimizes collaboration within Teams. For businesses in the ecommerce sector, Synticore connects effortlessly with platforms like Shopify and Amazon to manage product listings and address customer queries automatically. It also supports various other integrations, including Twilio for messaging, Slack for team communication, and Google Calendar for scheduling. Implementation specialists are on hand to customize workflows and supervise the deployment process, ensuring a smooth transition. By automating call handling and establishing workflow triggers, the platform effectively mitigates issues related to missed inquiries and delays in response time, thus improving overall operational efficiency. This comprehensive approach allows businesses to focus on growth while the platform manages routine tasks.
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    kQuote Reviews

    kQuote

    Marko Krsic

    $99.99 (Buy)
    -User-Friendly Interface: Clients can effortlessly generate instant estimates. offering consistent and professional imaging. -Instant PDF Generation: Clients receive immediate estimates and a professional PDF is emailed to you. -Rush Delivery & Production Premiums: Efficient management and fair charging for urgent tasks. -Custom Pricing Editor: Flexibility to adjust and set pricing structures precisely. -Tax Zone & Rate Editor: Simplified tax rate application based on different zones. -License Editor: Provide various licensing options to clients for smoother transactions. • Self-Hosted Version: ◦ Discounted price for first 1000 users: $19.99 (Regular price: $99.99) ◦ Pay once, own forever with no hidden subscriptions. • Web Designers/Resellers Special: ◦ Limited-time offer for 180-seat reseller license: $60.00 (Originally $599.99) ◦ Royalty-free distribution of kQuote with open source code for modification and customization. • Managed Solution Subscription: ◦ Exclusive for initial 500 photographers at $9.75/month (Regular price: $27.00/month) ◦ Subject to annual terms and manual activation. ◦ No programming knowledge needed.
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    Current RMS Reviews

    Current RMS

    Kerridge Commercial Systems

    $50.00/month
    Current RMS is a comprehensive cloud-based software designed specifically for managing rentals in the audiovisual, lighting, broadcast, production, and events industries. This all-in-one platform enables businesses to efficiently oversee every stage of the rental process, starting from the initial request all the way through to invoicing, by utilizing robust tools for generating quotes, managing inventory, facilitating online quote approvals, and maintaining customer relationships. With an intuitive drag-and-drop editor and pre-built document templates, Current RMS allows users to easily create quotes, proposals, invoices, and rental agreements. Additionally, it offers smooth integration with accounting software like Xero and QuickBooks Online, further enhancing its functionality for users. This makes it an invaluable tool for businesses looking to streamline their rental operations.
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    Vela CRM Reviews
    Vela stands out as the most potent and adaptable customer relationship management system tailored specifically for the tuition sector. Designed from the ground up to cater to the needs of some of the leading tuition businesses globally, Vela enables you to streamline your operations, enhance efficiency, and eliminate the need for disparate systems, cumbersome spreadsheets, and intricate integrations. With Vela, you can efficiently oversee your everyday responsibilities, handle all aspects of billing and invoicing, generate detailed reports, and so much more. It allows for comprehensive tracking of all leads throughout their entire journey. Additionally, it calculates expenses, profits, and margins in real-time while automating various tasks and document creation. This automation empowers your staff to concentrate on the most promising leads and effectively manage their daily agendas, ultimately boosting productivity. Furthermore, Vela's robust features ensure that every aspect of customer relationship management is seamlessly integrated into one user-friendly platform.
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    Avaro One Reviews

    Avaro One

    Avaro Technologies Ltd.

    £35 per user per month
    Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.
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    BuilderLync Reviews

    BuilderLync

    BuilderLync

    $497 per month
    BuilderLync is a comprehensive CRM and contractor platform specifically tailored for roofing professionals, enabling users to manage leads, jobs, and crews seamlessly within a unified system. This innovative solution eliminates the need for separate tools for CRM, estimating, scheduling, invoicing, proposals, and follow-ups by integrating all functions into a single operating environment for residential contractors. Every interaction, whether it be a call, a completed form, a referral, or a walk-in, is captured in one streamlined pipeline where Sierra AI efficiently qualifies leads and promptly follows up via text, email, and calls, ensuring that no potential client is neglected. Contractors benefit from the ability to access satellite measurements through EagleView, create detailed estimates automatically, and issue branded proposals in under five minutes directly from their vehicles. The platform's scheduling feature utilizes a user-friendly drag-and-drop calendar that synchronizes in real time with crews, incorporating weather-sensitive adjustments to maintain project timelines and keep team members informed about their schedules. In addition to these capabilities, BuilderLync offers convenient one-click invoicing, integration with QuickBooks, options for online payments, as well as tools for tracking revenue and assessing ROI by lead source and marketing strategy. Ultimately, BuilderLync empowers roofing contractors to enhance their operational efficiency and improve client relations with its all-encompassing suite of tools.
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    SmartMove Reviews

    SmartMove

    SmartMove

    $895 per month
    Anyone who picks up the phone can effortlessly arrange an appointment for an external estimate without the concern of overlapping schedules for the estimator or placing locations too far apart. With Smartmove, all it takes is asking the customer for their preferred date for the estimate. Your estimator will have access to all pertinent customer details, including the initial phone quote, and they will surely value the functionality of the Smartmove system just as much as you do. Those responsible for booking jobs can immediately see the existing schedule for any specific day. The platform encompasses sections for payments, inventory, materials, moving teams, agents, trip analysis, storage solutions, claims, additional stops, and continuations, among other features! SmartMove Moving & Storage Software equips moving businesses with a comprehensive, unified move management solution. Its marketing database efficiently tracks leads to ensure that customers are not contacted multiple times and that important follow-up calls are never overlooked, streamlining the entire process for maximum efficiency. Overall, Smartmove is designed to enhance operational effectiveness and improve customer satisfaction significantly.
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    Method:CRM Reviews

    Method:CRM

    Method Integration

    $25.00/month/user
    Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.