Best CRM Software for Nonprofit - Page 82

Shopkick, developed by Trax, is a platform designed to enhance shopper engagement by turning the shopping process into an interactive game, rewarding users for various activities such as browsing content, interacting with merchandise in stores, and completing purchases. In contrast to conventional discount strategies, Shopkick motivates consumer actions through a system of "kicks," which can be accrued by scanning product barcodes, watching promotional videos, or submitting purchase receipts. This innovative method stimulates spontaneous buying, with a significant 98% of shoppers expressing willingness to explore a new brand when it appears in the Shopkick application. The platform also delivers top-of-funnel marketing solutions, including videos, lookbooks, in-app notifications, and push alerts, designed to elevate brand visibility and influence consumer perceptions during key decision-making moments. Additionally, Shopkick equips brands with valuable first-party data and comprehensive analytics, such as demographics, geographical information, basket analysis, and buying patterns, thereby ensuring brands have full transparency and assurance in their marketing efforts. By leveraging these insights, brands can refine their strategies and better meet the needs of their target audience.

DGTL digicard is a free, innovative tool that lets professionals create and distribute virtual business cards without the need for physical copies. This digital version of a traditional business card is packed with essential features like click-to-call, click-to-email, and contact saving, making it simple to connect and communicate. Sharing is effortless through WhatsApp, QR codes, or direct digital links, enabling users to instantly distribute their contact details across platforms. The card also integrates Google Maps for easy address navigation, ensuring recipients can quickly find your location. DGTL digicard removes the limitations of paper cards by offering unlimited sharing and accessibility. It’s designed for fast, efficient networking in a digital world, suitable for all professionals. Users benefit from the convenience of having their contact information always available on smartphones. The platform enhances business interactions while promoting eco-friendly alternatives to traditional cards.

Buopso is a robust, all-in-one SaaS platform designed to simplify and automate core business functions for improved productivity and revenue growth. The platform offers a fully customizable experience, allowing businesses to tailor layouts, features, and workflows to match evolving needs. Key solutions include a powerful CRM for managing customer relationships, lead management to optimize sales pipelines, approval management to streamline decision-making, and integrated invoicing and form handling. Buopso’s smart automation tools help teams reduce manual work and focus on high-impact tasks. The platform provides fine-grained, team-specific access controls to ensure the right users have secure access to relevant data. Its intuitive dashboard consolidates performance metrics and sales insights in one place for informed decision-making. Buopso’s flexible, no-code approach means businesses can get started quickly, with a free 14-day trial requiring no credit card. Serving a wide range of industries, Buopso is praised for enhancing operational efficiency and strengthening customer engagement.

Mastek icxPro is an innovative, cloud-native platform designed for managing customer experiences, utilizing advanced AI, machine learning, and natural-language processing to enable businesses to consistently evaluate, comprehend, and ethically engage with consumer behaviors. It enhances omnichannel self-service, automates campaign orchestration, and provides real-time insights that support seamless interactions between humans and agents, along with holistic journey-automation tools aimed at creating personalized customer experiences. With its robust AI-driven analytics engine, icxPro expedites the creation of production-ready generative-AI applications, allowing for quicker deployment of industry-specific solutions and improved stakeholder engagement. Among its extensive features are intelligent customer experience automation, comprehensive campaign management, decision-support dashboards, tailored product-development strategies based on data analysis, reduced costs in market research, and top-tier security controls for enterprises. This platform not only streamlines customer interactions but also empowers businesses to stay ahead in a competitive landscape.

Calliyo is a smart, SIM-based CRM built specifically for SMEs and call centers to simplify outbound sales and improve customer engagement through mobile network calls rather than VoIP. The platform automates call logging by recording all call details—including duration, contact info, and summaries—without requiring users to save contacts manually, syncing instead with a central database. It features AI-driven caller identification and timely follow-up reminders to maximize connection rates and reduce missed opportunities. Calliyo integrates with various software tools to streamline workflows and enable advanced automation across sales teams. Team managers gain access to actionable insights through comprehensive call analytics, empowering better decision-making and performance tracking. The system also separates business and personal contacts securely, protecting privacy while maintaining easy access. Cost-effective and reliable, Calliyo is especially suited for dynamic, mobile-first teams and direct-to-consumer startups. The platform emphasizes ease of use, helping users manage call interactions efficiently and close deals faster.

Systemhaus.One is a comprehensive ERP and CRM solution designed specifically for IT system houses, utilizing SAP Business One to integrate all essential operational functions into a single platform. The system features modules for automating Managed Service Provider (MSP) tasks, integrating ticketing systems, managing contract lifecycles, controlling inventory, overseeing customer relationships, handling financial accounting, importing item data, and managing orders, all enhanced by API-driven automation and multi-tenant functionality. In addition to these core features, users can benefit from extra enhancements like document management systems, mobile applications for warehouse operations, and connectors for e-commerce platforms, which expand the platform's capabilities further. Systemhaus.One can be deployed in various environments, including private and public clouds or on-premises, and provides users with both a traditional client and a progressively developed web client. This flexibility ensures seamless end-to-end workflows from lead generation to cash collection, supporting businesses as they scale and adapt in a dynamic market. With its robust suite of tools, Systemhaus.One empowers IT system houses to optimize their operations efficiently and effectively.

Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector.

OxyCRM is an AI-driven customer relationship management platform tailored for businesses in the UK that seek enhanced lead management, customer interaction, and predictive sales analytics. This system facilitates lead acquisition from various sources, including website inquiries, landing pages, live chat, social media, referrals, events, and emails, consolidating them into a single, unified platform. Leveraging generative AI technology, it provides capabilities such as advanced lead scoring that takes into account engagement levels, demographic information, and customer intent; automated follow-ups and reminders; and targeted email drip campaigns to effectively nurture leads while generating dynamic sales forecasts. Sales teams are empowered to personalize their workflows, allocate leads based on region, product category, or team, and collaborate by sharing notes and documents in real time while overseeing tasks like calls, emails, and meetings through a structured timeline for each lead. Users can also benefit from interactive dashboards that enable them to monitor pipeline values, conversion rates, team productivity, and return on investment by lead source, ensuring that they have a comprehensive view of their sales strategy and performance. With these features, OxyCRM positions itself as an invaluable tool for businesses looking to optimize their customer relationship management processes.

Imagino is a customer engagement platform that prioritizes data, merging a contemporary customer data system with marketing activation features to assist businesses in harmonizing, enhancing, and utilizing their customer information instantly. It facilitates effortless data gathering and integration from various sources, reducing data transfers while providing high-quality, enriched information that presents a comprehensive customer profile encompassing behaviors, preferences, and previous interactions. The platform enables precise audience segmentation through sophisticated filtering, offers journey orchestration tools for crafting complete customer experiences, and employs AI-driven personalization across multiple channels, along with predictive analytics to assess and refine campaign effectiveness. Brands have flexibility with modular options, as they can choose to implement either or both of its key components, Elevate CDP—a nimble, real-time customer data platform without data duplication—and Engage Activation, which focuses on marketing activation while incorporating a built-in CDP for enhanced functionality. This versatility ensures that businesses can tailor their approach to best meet their unique needs and objectives.

Klarion is an advanced platform that leverages artificial intelligence to convert unprocessed customer feedback from various channels, such as support tickets, surveys, and reviews, into prioritized insights that can be acted upon. Instead of merely highlighting keywords or general topics, it delves deeper to reveal the root causes of customer dissatisfaction and illustrates their effects on crucial metrics like retention, reputation, and financial performance. Furthermore, Klarion facilitates the assignment of resolution tasks to the right team members, monitors the progress of these tasks, and ensures that issues do not reappear. This system allows businesses to identify persistent challenges throughout the entire customer journey, which spans from sales to support, encouraging collaboration among diverse teams to focus on the most critical issues and enabling informed decision-making to enhance customer experiences. By automating the process of feedback analysis, Klarion significantly accelerates the identification of underlying problems, helping organizations to enhance customer loyalty and minimize churn while promoting a culture of continuous improvement. Ultimately, this transformation in feedback handling not only streamlines operations but also fosters a more responsive and customer-centric business environment.

Nexivo is an innovative, cloud-based contact center solution developed by Corecognitics, designed to facilitate customer interactions through various channels such as chat, voice, SMS, WhatsApp, and web platforms. Equipped with multilingual AI agents, it efficiently handles inquiries, bookings, and call routing in over 100 languages, while also ensuring smooth integration with services like WhatsApp and Microsoft Teams to minimize wait times and enhance first-contact resolution rates. Among its features are live transfers, cloud-based dashboards, automatic transcripts, and comprehensive analytics, all aimed at improving agent efficiency and providing a tailored, scalable customer experience for both remote and in-office teams. Additionally, Nexivo's user-friendly interface allows for easy navigation, ensuring that agents can focus on delivering exceptional service without unnecessary distractions.

Convertorix is an innovative platform designed for lead management and automation tailored for affiliates and brokers leveraging Telegram to optimize conversions. It effectively organizes chaotic Telegram conversations into a structured, data-driven sales pipeline by automatically capturing every lead, monitoring responses, and delivering timely follow-ups that enhance first-time deposit (FTD) rates. Through Convertorix, affiliates and network managers are empowered to: • 📲 Automatically log every Telegram interaction into a streamlined dashboard • 🤖 Schedule or automate follow-ups effortlessly • 📢 Dispatch bulk messages in mere seconds • 🎯 Monitor lead stages and performance metrics in real-time By replacing cumbersome spreadsheets and manual tracking methods, Convertorix offers a comprehensive SaaS solution aimed at improving efficiency, boosting conversions, and ensuring transparency within your Telegram sales funnel. As a white-label service for affiliate networks and brokers, Convertorix not only enhances partner empowerment and affiliate retention but also increases overall FTD volume — all while allowing you to maintain your own brand identity. Additionally, it simplifies the process of managing leads, making it a crucial tool for anyone serious about maximizing their sales efforts.

Fundex is a smart CRM solution specifically created to facilitate capital raising. Crafted by Fidelman & Co., it enables founders and fund managers to identify, engage, and secure investments from the most suitable investors by utilizing the same data and techniques employed by leading investment banking experts. The platform provides comprehensive onboarding led by professionals, tailored investor lists, detailed campaign analytics, and ongoing data validation to guarantee a seamless and effective fundraising journey. With Fundex's real-time dashboards and bi-weekly strategic reports, teams can enhance their outreach efforts and expedite deal closures, all while benefiting from a flexible subscription model. In addition, the platform's innovative features are designed to adapt to the evolving needs of users, ensuring sustained success in their fundraising endeavors.

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.

Verint CX Automation is an advanced platform driven by artificial intelligence that facilitates the automation of customer experience workflows for contact centers and businesses, streamlining interactions across various channels such as website chat, phone systems, email, social media, and follow-up communications to enhance the overall customer journey while simultaneously lowering operational costs. This system employs conversational AI and bots to support human agents by managing routine tasks, such as addressing frequently asked questions, directing calls, summarizing conversations, providing post-call reports, and organizing feedback, which allows human employees to concentrate on more intricate challenges. With its flexible and modular design, organizations can utilize only the features they require, integrating effortlessly with their current contact center setups or customer relationship management systems without needing extensive modifications. Additionally, Verint CX Automation provides capabilities for real-time data gathering, analytics, and insights, empowering businesses to effectively track and assess customer interactions for continuous improvement. This comprehensive approach not only optimizes efficiency but also enhances the quality of service delivered to customers.

OpenText Experience Cloud serves as an all-encompassing, adaptable platform for enhancing customer and digital experiences by seamlessly merging media, communications, messaging, customer data, and content management into a single cohesive environment, which allows for individualized interactions throughout the customer journey. This innovative solution empowers organizations to dismantle barriers between their marketing, content, and communication infrastructures, while also modernizing and enhancing their existing technology ecosystems, enabling them to implement experiences according to their specific needs, whether through a complete platform or a selection of modular features. The platform's integration of AI and generative AI tools, particularly through OpenText Experience Aviator, significantly boosts content generation, tailors customer interactions, optimizes workflows, and ensures the provision of pertinent, context-sensitive information to customers across various channels. Additionally, it facilitates comprehensive omnichannel engagement, incorporating email, messaging, web, and rich media, as well as orchestrating customer journeys and managing unified customer data effectively. This versatility ensures that organizations can adapt their strategies as required, ultimately enhancing customer satisfaction and loyalty.

Trove is a comprehensive software solution designed to revolutionize and streamline the online sales process for manufactured home dealers by integrating a custom-branded website, inventory management, CRM, digital marketing resources, real-time pricing, and an interactive design studio into one cohesive platform. This innovative system creates a modern storefront tailored to the dealer’s branding, effectively transforming casual visitors into potential buyers by capturing their interest, monitoring their preferences, and providing immediate notifications to sales teams. Dealers can oversee their inventory, manage leads, benefit from multi-location support, and analyze sales performance all from a unified dashboard, while customers have the freedom to browse homes, visualize unique options, and receive real-time pricing information directly on the website. Additionally, Trove features a built-in CRM that empowers sales teams to guide prospects through personalized sales stages, oversee documentation, and seize every opportunity without fail, while the design studio empowers buyers to customize homes, view real-time pricing changes, and conveniently save or share their configurations. Overall, Trove not only enhances the sales experience for both dealers and customers but also fosters better engagement and efficiency within the manufactured home industry.

Aurasell is an AI-first GTM platform built to transform how modern revenue teams prospect, sell, and operate. It replaces legacy CRM and disconnected sales tools with a single, unified system powered by intelligent AI agents. Aurasell automates critical workflows across outbound, pipeline management, forecasting, and deal execution to eliminate manual effort. The platform delivers deep account and prospect intelligence by analyzing global contact and account data in real time. AI agents support territory optimization, opportunity prioritization, and personalized outreach at scale. Aurasell also provides CRO-level coaching that helps sellers improve win rates and execution consistency. Built-in forecasting and scenario planning give leaders confidence in revenue commitments and future outcomes. Conversational intelligence captures insights from meetings and calls without manual data entry. The platform dramatically reduces GTM SaaS spend while increasing sales productivity and velocity. Aurasell enables teams to scale faster with fewer tools and clearer alignment.

PC Bennett’s Automotive ERP software provides a comprehensive, cloud-based enterprise resource planning solution tailored for the automotive aftermarket, leveraging Acumatica Cloud ERP and incorporating industry-specific enhancements to optimize essential back-office tasks such as inventory management, parts fitment, sales orders, service operations, manufacturing processes, supply chain logistics, and customer history all within a single platform. Additionally, their unique AutoFitmentPlus add-on enriches Acumatica’s functionality by incorporating vehicle classification and fitment information, including ACES, PIES, and VIN validation, directly into the ERP system, allowing users to efficiently filter parts and verify correct applications based on year, make, model, and engine specifications, thereby minimizing the need for manual searches and significantly reducing potential errors. This solution also facilitates real-time inventory monitoring, ensures automatic updates to databases, and offers commerce-driven features that synchronize inventory levels and pricing across e-commerce storefronts, making it an invaluable tool for businesses looking to enhance operational efficiency and accuracy. With these capabilities, businesses can not only streamline their processes but also improve customer satisfaction by ensuring the right parts are delivered promptly.

UnifyCX is an innovative customer experience platform that harnesses human expertise alongside advanced technology to offer businesses a seamless and superior CX at scale; it merges globally-sourced support agents with AI-powered tools and automation, ensuring the delivery of consistent, high-quality service. By integrating custom-trained AI with extensive knowledge bases, established policies, and both chat and voice communication channels, it automates routine inquiries, aids agents with immediate support and content searches, generates automated summaries of conversations, and provides performance insights to enhance training, quality assurance, and compliance measures. The platform excels in delivering omnichannel customer support, ranging from Tier 1 to Tier 3 assistance, and encompasses content moderation, revenue-generating interactions, and retention solutions carefully tailored for a variety of sectors such as SaaS, retail, travel, finance, and technology. Additionally, its suite includes AI-enhanced dashboards, comprehensive automated quality assessments of every interaction, and personalized coaching workflows designed to optimize agent performance and customer satisfaction. With its unique blend of human and technological resources, UnifyCX is positioned to redefine the standards of customer experience across industries.

Day.ai is a CRM platform designed with artificial intelligence at its core, effectively integrating the customer's perspective into all business decisions by seamlessly collecting and organizing customer interactions from various sources such as meetings, emails, calendars, and collaboration tools into a cohesive system that removes the need for manual data entry and uncertainty. This platform merges the functionalities of a meeting assistant, CRM, and knowledge repository into a single solution, allowing for real-time capture of notes, action items, contacts, deals, and context regarding sales pipelines, ultimately creating a detailed and searchable history of customer interactions and sales efforts throughout the technology ecosystem. Leveraging sophisticated AI capabilities, it not only summarizes discussions and updates CRM entries but also reveals insights that clarify the dynamics of deals, whether they are advancing or facing obstacles, while also facilitating natural language inquiries and streamlining workflows that minimize administrative tasks and enhance overall efficiency. By doing so, Day.ai empowers teams to focus more on strategic initiatives and customer engagement rather than getting bogged down by repetitive administrative duties.

Transform and enhance your customer interactions with NetSuite CRM+, a comprehensive front-office solution tailored for contemporary enterprises. This platform delivers users an all-encompassing, real-time perspective of their clientele, ensuring they have access to vital information at every stage of the customer journey. With its extensive features, NetSuite CRM+ facilitates a smooth exchange of data throughout the entire customer lifecycle, encompassing everything from leads and sales orders to fulfillment, renewals, upselling, cross-selling, and customer support. Additionally, it seamlessly connects with top-tier accounting, e-commerce, warehousing, and shipping solutions, further streamlining business operations and enhancing efficiency. Embrace the power of NetSuite CRM+ to foster deeper connections with your customers and drive growth for your business.

CustomAnswers, a 100% customizable CRM platform, is designed to fit your existing business model without any need to be modified. The system standardizes business processes and workflows. A feature-rich CRM can help you increase productivity and efficiency. It streamlines communications, emails, and walks-ins, and records and tracks all interactions. CustomAnswers provides clients with answers to their specific problems.

Build empowering online communities using Insightrix Communities, a premier software designed for brands and organizations aiming to collaborate with their customers or stakeholders. Insightrix Communities provides market researchers, communication experts, and engagement professionals with a comprehensive suite of tools tailored to meet their research and community consultation requirements. The platform boasts powerful online community management capabilities, tools for both quantitative and qualitative research, and an unparalleled user experience that stands out in the industry. Additionally, it fosters meaningful interactions that enhance customer loyalty and drive valuable insights for continuous improvement.