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Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

ONLYOFFICE Docs is a secure online office suite that you get a vast range of collaborative features. Co-edit documents, spreadsheets, presentations, fillable forms and PDF files with your team in real-time: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison. It can be integrated with existing platforms or used as a built-in component. ONLYOFFICE Workspace lets you deploy a web office on your own server. It comprises ONLYOFFICE Docs and comprehensive business tools: Mail, CRM, document and project management, calendar, chat, blogs, forums, polls, etc. Community Edition is the best choice for teams with up to 20 users, available free of charge. Enterprise Edition is for bigger businesses that need enhanced security options and professional support. ONLYOFFICE cloud service is a cost-efficient business solution with online editors and a collaboration platform, accessible from anywhere and from any device.

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.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Cairo Web Design CRM allows you to manage and track interactions with clients, partners, agents, and other contacts. The CRM has many tools that allow you to create reports and import/export contacts. It can perform analysis and segmentation of the target audience more skillfully and precisely than necessary.

Online business can help you maximize your potential. Our fast workflow will allow you to benefit from our ability to maintain your computers and software, keeping your data safe and backing up every night. SalesSystemCRM gives you access to all of your sales opportunities, contacts and documents from anywhere you have internet access. You don't need to install any software; all you need is an internet connection and the current web browser. SalesSystemCRM allows you and your staff to process your sales as efficiently and quickly as possible, allowing you maintain excellent customer relationships. SalesSystemCRM's Contact Management allows for easy tracking of all your customers' accounts as well as sales activities. The extensive Contacts search allows you to target exactly who you are looking for, when you need it.

Fat Free CRM is an open-source Ruby on Rails-based customer relations management platform. It comes with group collaboration, campaign management, lead and lead management, contact lists and opportunity tracking. For the overwhelming positive feedback, encouragement and inspiration, I want to thank beta testers, early adopters, and open-source enthusiasts. Keep sharing your ideas! The goal of the project is to encourage CRM innovation through providing clean code that can easily be extended by developers. Take a look and get involved! Open source CRM that is highly customizable and simple to use. Grab the code from GitHub and upload it to your favorite host. Fat-Free CRM is an open-source Ruby on Rails-based customer relations management (CRM), platform for small teams.

OnFlow is your one-stop solution for customer relationship management. It also offers lead management, project management, and marketing automation. You can manage your contacts and keep track of all details. With custom pipelines, you can easily follow up on leads and monitor them. Our inbuilt email marketing tools and marketing automation tools allow you to organize all your marketing activities in one location. All of your tasks and projects can be managed easily. All of your contacts and relevant information can be stored in one profile. With custom pipelines and a clear dashboard, you can keep track of active leads. You can assign one or more categories of contacts to help you quickly segment your contact lists for marketing campaigns. Track all time spent on tasks and contacts and generate reports to track budgets. OnFlow is hosted, so you don't have to worry about backups, maintenance, or uptime.

CAMS is a web-based, comprehensive auto, RV, and farm dealer management system. CAMS is affordable and cost-effective. It allows dealerships to host and customize their websites. It also allows users to access their data from any device and any browser. CAMS includes VIN Decoder (CRM), full FI package and VIN Decoder as well as VIN Decoder. Buy Here Pay Here, Sales calendar, and QuickBooks integration. Key modules include service and parts and payments schedule, cars/rv rentals module, reports and many more.

CallTaker is a cloud-based, powerful, SOPHISTICATED and CUSTOMISABLE customer service management system. It can be used for pre- or post-sales customer service, internal user support for IT/HR Help Desks, carpark or property security help desks, and any other use case where you need service tracking and delivery to customers, external users, customers, or other organizations. CallTaker is a powerful and comprehensive business management tool that can help improve efficiency, productivity, and governance in your customer support center. Your business needs customer relationship data that is automatically updated. This includes instant access for employees and a complete history of all communications, meetings and documents shared. CallTaker gives your business one place to store all your customers, leads, service requests, and contact information. It also stores all their preferences and history. This ensures that your conversations are always relevant, personal, and up-to date.

Automate your day to day business activities so you can concentrate on selling, not maintaining data. Intelligent collaboration and reminders will help you grow your business faster. Basic Online CRM works from prospect to customer, initial marketing to prospect to customer. With a personalized reminder feed, you can never miss a call-back. It is accessible directly from your portal dashboard or CRM homepage. Instantly see who is buying power and who is the contact within the same company. Only target those who matter to you. Our web-based CRM software is available on any device. It can be used at work, at home, or in a cafe. The basic online CRM includes the ability to add additional features to enhance your online contact management. The online CRM system adapts to your device so there is no need to download separate apps for mobile and tablet.

Digitally transform your business with the edifai.co online suite of business tools. It's a simple, customizable, and powerful platform for managing and tracking tasks, tasks, quotes, customers, leads, transactions, and more. You don't have to waste time or money creating and managing websites that don't produce results. Happiness is yours! You won't have to waste money on expensive software or apps. All you need is one online service that you can access from anywhere. Manage your account without accounting knowledge Online payments accepted and professional invoices created. Contacts can be managed via the rich customer portal and contact group. Kanban view allows you to manage leads from multiple sources. You can manage different types of projects using milestones. You can manage tasks using Kanban view and assign tasks to staff. For customer attention, create a professional quote. Chat live with customers, staff and private groups.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

Webasyst can be described as an open source platform with 15+ cloud apps for teams. All the web apps you need to create websites, blogs, online shops, and collaborate with your team - all in one place. Manage your site, work with your team, get things done. All from one place. On your domain. Always online. You are always online. Webasyst, a next-generation CMS, combines blogging, web publishing, and ecommerce with an enterprise collaboration platform. Your custom domain name. All in one place. Cloud hosting with Webasyst pre-installed. You can start testing Webasyst apps right away and creating stunning websites in just 10 minutes. You have full control over the data on your server. You can install new apps in a few clicks. You can also customize and develop your own apps. PHP / MySQL/ Smarty/ jQuery In just a few clicks, you can install updates and new apps from Webasyst Store. Everything is automatically downloaded and installed.

The software provides a web-based platform that allows you to track tasks, assign users and manage projects. It also offers a collaboration tool for employees. CRM software was designed to automate and optimize sales processes. It can also handle different projects, tasks, clients history, sales projections, and other tasks. The 90degree Team Task software is cloud-based. The CRM module features a powerful reporting interface that allows you to create 3D reports according to your business's requirements. Our clients have used several of our apps on various mobile platforms. Our software's can be used on any mobile platform like iOS, Android, WP7, BlackBerry, etc. We have also developed apps for the market that have received positive user feedback. Kreyon takes pride in its work and is satisfied with only the best.

All contacts, both individuals and organizations, can be stored in one place. You can share contacts with your team to have the same view of all contacts. You can save communication history by sharing messages, files, and photos. To solve problems together, share and discuss your ideas with your team. Manage and add deals. From the first contact, track them until they are paid. Attach tasks and contacts. Find out why you lost or won your last deal. Assign and close tasks together with your team. You must ensure that no task is forgotten. Keep track of all pending and assigned tasks using shared calendars. You will be notified via smart e-mail or in-app notifications whenever something important happens. Centrium will keep your computer running smoothly. You can combine multiple tasks into milestones or projects. To speed up the process and keep everyone informed, assign different parts of work to different members of your team.

CustomerMeister is a web-based CRM software that can be used for sales and marketing. It is suitable for small and medium-sized businesses as well as large companies. The online CRM software allows you to manage your business processes efficiently and provide optimal customer support through a central database. You can access all functions via the web-based CRM system, regardless of where you are located. This allows for increased productivity, better workflow, quicker response times to important inquiries, and appointments. A new level of customer relationship management!

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

YoroCRM provides a variety of tools and features to help businesses manage customer interactions, sales, marketing, and other activities. These features are why YoroCRM is the most popular sales automation platform in the world. It offers a complete solution to managing customer relationships and sales processes. YoroCRM is a tool that helps businesses manage customer interactions and data throughout their customer lifecycle. This includes storing contact details, sales history, as well as communication logs, in one central location. YoroCRM, a cloud-based solution for sales automation, can be accessed from any location with an internet connection. This allows businesses to work more flexiblely and collaborate more easily.

SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.

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!

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

Automate your entire workflow process for Lead Generation, Sales Management and Forecasting. This will increase productivity. CRM Software can be installed on your web server, local host, or on-premise. Laravel is the most widely used Open Source MVC web app framework. You can manage admin roles and have unlimited users and records. It is the most popular fully customizable Open Source CRM software. Flexible customization of CRM to suit your business and needs. CRM Software at a significantly lower cost, with no monthly or hidden fees. You can automate your sales process and streamline the lead-to-sale process, giving managers the ability track performance. A graphical dashboard that displays your sales funnel, reports, lead status and customers gives you an interactive view of the entire process. Contact Manager allows you to manage your contacts, leads and customers in one central place.

Cloud-based CRM software that makes your work and the work of your team easier and more efficient. Team management tools give you a complete overview of all your activities. All-in-one tool to manage contacts interested in your products and services. Gather in one place all the opportunities that come from the different sources of accessing your business. The task management tool helps you organize projects. You can switch from the list to an individual Opportunity with just one click. Each tab contains detailed information, and you can manage the work you need to do: make an offer; assign tasks; upload attachments; and track the history of negotiations.

MarketSharp, a web-based customer relationship management software solution, is easy to use and specifically designed for contractors, remodelers, home improvement professionals. MarketSharp's enterprise-level features, including task scheduling, project estimation, lead managing, and project management capabilities, make it easy to create satisfied customers who will refer others. It also makes it easier to close more profitable deals, increase production volume, and generate more qualified leads.

Small businesses can now offer customer relationship management on a large scale with CAS PIA. It's easy to get started with CAS PIA. The online CRM software is simple to set up, operate intuitively, and use all the CRM functions, from appointment management and contact management, to analyzing your opportunities. Access to customer data is easy with any internet-capable device. This saves you money on hardware, updates, and maintenance. All your appointments, tasks, documents, and addresses can be managed in one place for your entire team. The solution is online so you don't have to invest in hardware, updates, or maintenance. It is infinitely flexible, allowing you to access your CRM system anywhere, regardless of where you are located. Secure data storage and state-of-the art Web technology are key features. Satisfied customers can be a company’s most valuable asset, regardless of whether they are a global player or a medium-sized business or freelancer.

Since 2000, we have been helping NZ businesses and organizations. Outreach Software Limited was established in Dunedin, NZ in 2002. It provides small businesses with online contact management solutions. OutreachCRM was created as an online solution. It allows you to easily keep track of your clients, customers, members and donors. You can easily add, track, and manage all the information you need about your customers, donors, members, and contacts. With custom fields, you can capture the relevant information that is important to your business. You can record data in drop-down lists, multi-choice or date fields. To create contact lists, identify target market segments, and communicate with groups, tag or group your contacts into categories. Connect with your contacts and define the relationship.

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.

One platform that allows you to manage all aspects of your sales, marketing, client, projects, and team. Software that is powerful, affordable, and easy to use for your business. The visual sales pipeline encourages you to take action, stay organized, and keep control of the complex sales process. You can easily customize your sales pipeline, filters and contacts to suit any sales process. You can track hours worked and improve the productivity of your team. Our mobile apps allow you to access your deals, tasks and contacts even while you're away. You can schedule and track meetings, tasks and milestones for yourself or your team members. You can collaborate with clients, partners, and your team. You can choose to keep it private so that you control what clients (and your team members) see. You can manage all contacts from one place. This will allow you to have a clear overview of your contacts and help you build better relationships.

Our API allows you to connect all of your customer touchpoints into one platform. Our API makes customer service part and parcel of the customer journey. It bridges the gap between online & offline. To ensure that you only collect data that is relevant for the customer's interaction, define what data you will collect by brand and channel. A personalized microsite is automatically generated for each customer. This allows the customer to view their history, redeem coupons, receive offers, benefit, update their profile, and much other information. Customers can access their data anywhere and anytime in a secure, convenient way. Track the number of new customers signed up by country and brand, branch, or channel. To link customers to transactions, assign KPIs to your staff and track the progress in real-time. Based on the data collected, view full demographics of your customers.

You think CRM software is only about contact management? You're wrong. Mofilo CRM offers free tools for your entire team. It's also 100% free. Here are some ways that the free Mofilo CRM can make your job easier. The MOFILO CRM is easy to use and will save you the time of manually updating reports or wondering how your team is doing towards quota. Because you have more important tasks. Say goodbye to messy spreadsheets, wasted time on tedious tasks, and other incontinences. MOFILO CRM offers a complete suite of sales productivity tools that will allow you to sell more and work less. A CRM is not just for sales. MOFILO CRM includes tools for lead generation and email advertising, so you can grow and nurture your customer base. These tools are simple and help you organize communication and keep your team focused on the customer. All included in the MOFILO CRM for free.

Software for Contractors: Project Management Software. TriBuild's web-based contractor software allows you to manage your construction projects from anywhere. Your RFIs, Change Orders and Submittals can all be pulled together in one central, standardized and organized source. Contractor software is intelligently designed to allow contractors to collaborate, document, and report with ease and accuracy. Our support and training team is made up of project managers and customer service specialists who are available every day to help you get the most out of your TriBuild software subscription. Here are some of the ways that we help you succeed.

Our all-in-one CRM makes it easy to manage and control your leads, sales pipeline, and contacts. Take control of your sales pipeline to increase revenue. Tracking customer data is a great way to build and strengthen client relationships. You can improve team collaboration by assigning tasks and tracking issues. Our cloud-based service allows you to access your data securely from anywhere and at any time. Improve client relationships. Increase team collaboration. Improve customer service. More effectively store and organize customer data. Boost your revenue and profitability through a better sales pipeline. You can save money and time over more complex, expensive CRM platforms that offer a lot of features you don’t need. StarterCRM was created for small business owners and entrepreneurs who want simplicity, performance, and an intuitive interface at a low monthly price.

The 1tool CRM Software offers a flexible solution that combines CRM, ERP, E-Commerce, and Project Management functions. It allows for rapid implementation and adaptability in all industries. Features include robust contact management and mobile access. Checklist functionality, time-saving automation, and robust checklist functionality are also included. Contact management is a key feature that enhances customer relationship. Mobile control provides flexibility, while checklists simplify task management. Automation reduces manual work, which promotes strategic focus. The software also allows remote team collaboration, and can be customized with up to 30 modules of CRM. 1tool CRM, in summary, is a flexible solution that can be quickly implemented and adapted to different industries. It emphasizes contact, mobility, checklists and automation to enhance customer relations and efficiency.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

Corecon's cloud-based software suite for engineering and construction firms helps them manage their projects more efficiently. The software allows people with different roles and responsibilities to work together, regardless of whether they are at work or on the jobsite. The software suite includes modules that can be used to estimate, vendor bid management and contract administration. It also allows for time tracking, documentation, documentation, and scheduling. Contracting firms will be able to access project information from anywhere, anytime, and make informed decisions. Corecon's cloud-based technology provides cutting-edge technology that maximizes the profitability of projects and makes all departments more efficient. Corecon includes wizards that automate complex tasks and executive dashboards that analyze project budgets.

You can manage contacts, companies and projects. Your team will be more productive by centralizing information and files, but with limited access rights per user. You can also use specialized applications to perform certain tasks (such as mass mailings) and by easily coordinating with external and internal people. Your company will be able maintain its knowledge and experience by storing key business processes in templates. This knowledge can then be reused in a way that is constantly improved and updated. Our system can store all your business data, adapting to your data model (number type, name of fields, etc.) without programming. You can also customize the application with forms you can create.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Customers and reps can help each other. Reps can access customer information, run up-to date reports, record leads and much more. Customers can track shipments, reprint invoices, and submit orders whenever it suits them. Microsoft Azure and HostDime are the data centers hosting our systems. Our data centers are PCI and Type 2 certified. We use SSL encryption. Every 30 minutes, your ERP system updates automatically sync to Crik-IT portal. Access to browser-based information, order entry and other services via mobile or desktop devices, available 24/7. Stripe is a credit card processing engine that allows your customers to securely pay invoices, and/or submit payments when submitting orders. Your B2B customers or reps can do the data entry. Crik-IT orders can be automatically entered into your order system.

AddressTwo is a simple and intuitive Customer Relationship Management (CRM), program that is specifically designed for small businesses. The platform provides a Contact Management tool that can easily be accessed remotely using smartphones. It can also track the history of each call. AddressTwo's cloud-based software also includes an email management system that can automate e-mail campaigns in order to increase sales opportunities.

Peppercan was born from necessity. We needed a system that could manage our business and replace the cumbersome mix of Words, Excel, and Outlook. A powerful web-based business application that helps owners and managers run their operations more smoothly and effectively.PEPPERCAN - the CRM that automates and frees up your team to build your business. It automates your sales, E-marketing campaigns, and your quoting process. It helps you manage your finances and time, and brings your projects to life. Peppercan is easy to set up. You only need to complete a questionnaire in order for most of the application to be configured. This allows you to quickly and easily get started. All data is stored on the cloud servers and mirrored in another location to ensure redundancy. An additional encrypted backup online is also available. This allows you to access your data with complete security and safety.

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.

Simpleview CRM is designed specifically for destination marketing organisations. It allows you to manage your destination from one place. Simpleview CRM helps you maximize every opportunity for your destination. From managing partner relationships to marketing automation to managing meetings and events sales to collaborating with other departments, Simpleview will help. Our industry-specific CRM system is the first of its kind and is used by more destinations than any platform. Our web-based Simpleview® CRM, which is integrated with over 20 programs, offers a customizable interface and unlimited support. It serves more than 500 clients around the world.

Highrise, a CRM solution allows users to communicate with clients and track the status of deals and relationships. Highrise allows users import contacts from Outlook and Excel. Highrise allows users to add notes or comments to contact details. Highrise also offers task management functionality, which allows users to create tasks and add reminders to projects. Users can also view tasks by company or contact.

The best CRM software to help education and migration consultants worldwide manage their business efficiency. Our cloud-based CRM system integrates all your needs into one platform, increasing lead conversions and simplifying processes. Education agents can easily connect with leads via shareable webforms, and then follow up promptly. All data for your international education agency can be centralized in one place. To increase your scalability and get more clients, track, control and manage your clients, partnered college and subagents. Automate repetitive tasks to grow your immigration and education consultancy. Agentcis all in one CRM software gives you complete financial control and allows you to evaluate your business' performance. Your mobile device allows you to stay connected with your overseas study abroad agency. With the best CRM for education agents and migration agents, you can access your clients from anywhere.

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

In a unified platform, the Newspaper Manager includes a sales CRM and opportunities pipeline, a centralized ad order entry system, a built-in electronic signature system, production and project management, billing, digital pagination and editions, marketing automation, circulation, audience development, subscription management, an email verification system, and more. The application helps publishers streamline the entire print and digital advertising life cycles through the creation of ad orders or rate cards and ad inventory management. The ad order entry functionality allows businesses to create contracts, insertion orders, and invoice templates for print, digital, and display advertisements. Newspaper Manager includes Media Mate our AI-powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research.

The Onfinity All-in-One ERP system is a cutting-edge, AI-driven solution offering the most comprehensive community edition available. Designed specifically for small to medium-sized businesses, Onfinity Community is simple to set up and easy to use, making it the ideal ERP choice. With Onfinity Community, you’ll find: Financial Management Budgeting and Controlling Human Resource Management Inventory Management Manufacturing Purchasing Order Management Project Management Asset Management Customer Relationship Management And more Community users also receive all updates and patches, ensuring the latest features and improvements are always within reach.

NO-CODE CRM, a cloud-based configurable CRM, includes website and client/vendor portals. Our CRM is highly configurable and flexible. It can be customized to suit your business processes. We can create a custom CRM to meet your needs. There are many built-in tools that you can use as soon as your account is opened. We can help you customize the functionality, reports, and experience to meet your CRM needs. The following are some of the key functionality: Client database Clients can communicate via SMS and email Monitoring client activity Notes Follow ups and scheduling appointments Design and host your website in the same location as CRM Invoice clients Clients can pay online with a credit card Online estimates, quotes, and orders for clients Online inventory management with online shop and shopping cart Clients can access online helpdesk Online advertising