Best CRM Software for Small Business - Page 40

Relay Network introduces the Business Feed Platform, an entirely new way for organizations to connect with customers through personalized, secure, and interactive feeds. Unlike traditional outreach tools such as email or portals, Relay’s feed format mirrors the usability and engagement of social media, delivering the right information at the right moment. Businesses initiate these personalized experiences with SMS invitations that guide users to their private feeds—no app downloads or credentials needed. Inside the feed, customers can access rich multimedia, complete forms, sign documents, or chat directly with businesses, all from one seamless interface. Relay’s compliance with HIPAA, SOC 2, TCPA, and HITRUST ensures enterprise-grade privacy and trust across industries. The platform empowers sectors like banking, healthcare, and membership associations to onboard new users, boost renewals, and drive participation in digital programs. Case studies highlight dramatic results, including 10x higher engagement than email and up to 46% increases in account funding. With its mix of personalization, automation, and security, Relay is reshaping how organizations build lasting, results-driven customer relationships.

Okout is a highly user-friendly and adaptable Business Suite that allows organizations to operate with maximum efficiency. Being cloud-based, it is compatible with any device, providing flexibility for users. The suite boasts a wide array of features, including ERP, CRM, BPM, mobile sales, POS, document management, manufacturing, rentals, contracts, dimensional accounting, and more, making it ideal for various sectors such as retail, trading, distribution, manufacturing, real estate, hospitality, construction, and service industries. Additionally, our IT & Business Consultancy Division offers comprehensive professional services aimed at helping clients enhance value while reducing both investment and operational risks. This broad range of services is designed to cater to the needs of small businesses as well as large enterprises, ensuring that every client can find a suitable solution. With Okout, companies can streamline their processes and achieve their strategic goals more effectively.

Manage your emails seamlessly within Podio, as all correspondence is automatically logged to the relevant items for effortless tracking. With GlobiMail, you’ll have the ability to see when your customers have opened the emails you sent, ensuring you stay informed. Whether you're on a desktop, tablet, or phone, GlobiMail integrates flawlessly into your Podio experience. Interact with clients directly from Podio, allowing them to respond to your messages just like regular emails, with everything neatly organized and attached to the appropriate item. To truly grasp the efficiency and time savings that GlobiMail offers, consider taking advantage of their free trial to test it out for yourself. Simply install the browser extension, and an "Email" button will appear on every Podio item, allowing you to compose messages with just a click. It's designed to be incredibly user-friendly, making email communication a breeze. Additionally, GlobiMail will generate a comment containing a link for composing new messages, which can be easily accessed from the Mobile app, enhancing your productivity on the go.

Introducing a cloud-based dealer management system tailored for marine, RV, power sports, golf cart dealers, repair shops, and marinas. This comprehensive solution streamlines various functions including parts management, service and work order management, unit sales, quoting, customer relationship management (CRM), and lead management within an intuitive platform. With no upfront fees or binding contracts, you can experience the benefits without any financial risk. The system features automatic updates for OEM and distributor price files, the ability to export stock orders, and advanced ordering algorithms that assist in maintaining optimal inventory levels. If your business involves the storage of boats or vehicles, BiT offers a bird's-eye view of your facility while efficiently managing billing, deposits, and pre-payments. By minimizing the time spent on spreadsheets and uncoordinated systems, you can dedicate more energy to expanding your business and enhancing customer satisfaction. Whether your focus is on sales, service, managing slips and storage, or a combination of these aspects, you have the flexibility to select only the components of BiT that align with your business needs. This personalized approach ensures that you can tailor the system to best support your operational goals.

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

As part of the Engage Suite of the JustRelate CX Cloud, PisaSales CRM is an innovative, comprehensive solution designed to transform how businesses manage customer relationships. Catering to various industries, it integrates cutting-edge technology with user-friendly design to enhance sales, marketing, and customer service. Experience customizable dashboards for real-time insights, seamless automation of sales processes, and integrated marketing tools for multi-channel campaigns. Benefit from superior customer service tools, mobile accessibility, robust analytics, and industry-specific solutions. Enhance operational efficiency, gain deeper customer insights, scale effectively, and deliver exceptional customer experiences with PisaSales CRM.

Airship is used by thousands of top brands around the globe to build closer relationships with customers through highly contextualized and relevant interactions. Airship's Customer Engagement platform is mobile-first and data-driven. This allows brands to focus on individual customers and their needs rather than which marketing channels to use. Airship makes it easier and more efficient to increase customer lifetime value in an omni-channel era. Airship optimizes every customer journey across all digital touchpoints with trillions of interactions across mobile apps, push notifications and mobile wallets.

Our customer experience management solution, utilized by more than 150 organizations globally, provides an innovative strategy for enhancing customer satisfaction and loyalty, improving overall performance, and fulfilling growth targets. Incorporate comprehensive 360° listening by assessing customer experiences at all interaction points: within your physical stores, on your digital platforms, or during engagements with your customer support team. Additionally, enhance your metrics by broadening your data collection methods, while increasing the number of reviews through our specially designed conversion-focused surveys. This holistic approach ensures that you gain valuable insights from every customer interaction.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations.

Transform every email into a chance for feedback by incorporating 'Smileys' in your team's email signatures or by soliciting feedback when necessary. Hively's smileys provide a fun and approachable way for customers to share their thoughts with a simple click. By integrating the Hively snippet into your email signature or sending direct feedback requests through Hively, you can gather insights effortlessly and cost-effectively. Whether you use Outlook, Gmail, Yahoo, or platforms like Zendesk, Desk, Helpscout, and Salesforce, Hively seamlessly fits into any email client, CRM, or ticketing system you have in place. Understanding that you can only value what you measure, Hively equips you with the necessary tools to translate customer feedback into a clear understanding of both their needs and your team's effectiveness. The Leaderboard feature allows you to quickly identify your highest performing team members, while benchmarks provide insights into your overall performance, and an advanced reporting tool offers the ability to delve into the specifics. Additionally, email summaries and notifications ensure that you remain informed about all feedback received, enabling you to continuously improve your approach. By utilizing Hively, you create a culture of open communication and consistent enhancement within your organization.

Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.

Our Hotel Sales CRM solutions also known as myhotelCRM is for Hotels, Resorts, Apartments and Clubs. myhotelCRM is a solution built from ground zero for Hotels by Hoteliers. It is a process-driven Sales CRM Solution. It is a custom-built solution for Hoteliers and a must-have for Hotels across the Globe. A solution trusted by all our Hotel Partners. We encourage our Hotel Partners to provide their requirements of features that they feel would help them maximize their Sales Operations and Revenues. myhotelCRM has the following Apps i.e. Meeting Logs App, Contact Management, Sales Pipeline, Proposal & Contract Management, RFP & Rate Management, Email Marketing App, Sales Budget App, Integent Dashboard, Expense Management and more. Our Solution is used by leading hotel brands and well Independent Hotels. Our Hotel Partners have generated over 42% more incremental direct sales revenues as well as converted and Won Sales from Lost Opportunities. myhotelCRM interfaces with any third-party solution of your choice i.e. PMS, RMS, CRS, IVR, etc. We have ready APIs available. Management Dashboards help in making informed decisions as well.

Establish your subscription-based venture effortlessly with Outseta, which equips creators with all the necessary resources to successfully launch and develop their subscription businesses, ranging from SaaS products to membership platforms. Navigating the start-up landscape can be challenging, often leading to a significant amount of time spent coding features that aren't central to your product while juggling multiple software tools. You might find yourself frequently accessing different systems for various functions—your CRM for sales management, your help desk for customer support, and Stripe for pricing adjustments—resulting in a fragmented view of customer interactions. However, by utilizing Outseta for your start-up, you can expedite your product's entry into the market, as it allows you to oversee your entire operation from a single interface, ensuring your team remains coordinated and providing a comprehensive overview of your business activities. This streamlined approach fosters a sense of tranquility, as it significantly reduces both technical complexities and financial burdens, allowing you to focus on what truly matters. Ultimately, with Outseta, you can nurture your business growth with greater ease and efficiency.

We have developed an immensely powerful database over the years through our various online platforms, which enables effortless connectivity among the global business members of ABN. ABN is designed specifically as a growth system, recognizing that businesses must undergo a structured process to achieve expansion. This journey to growth encompasses stages such as Digital Readiness, Digital Transformation, targeted digital outreach, access to cross-border markets, and the facilitation of global online sales. With a robust network of over 50,000 business members worldwide, ABN serves as a vital support system for enterprises, whether they are local or international. Once a business joins the ABN community, it enters a proven system geared towards growth and assured success. As the old adage goes, while businesses may fail, systems remain resilient. Take the first step towards a transformative Growth System for your business today! With ABN’s effective and efficient approach, any organization can unlock its potential and experience significant growth.

Discover an affordable CRM solution tailored for B2B sales teams of any size. Enhance your sales pipeline by swiftly pinpointing crucial opportunities and risks while organizing activities to successfully convert more leads into customers with workXmate CRM. Access comprehensive sales data at your fingertips, including tracking for leads, accounts, contacts, opportunities, activities, invoices, quotes, and payments. With integrated Tally functionality, ensure transactions are error-free and transparent for customers; effortlessly transition qualified leads into opportunities and quotes into invoices using this CRM. Enjoy complete sales force automation available on the cloud as a Software as a Service (SaaS), empowering your sales team with the tools necessary to make informed business decisions and close deals more rapidly. Furthermore, leverage the CRM's capabilities to segment your customer base effectively, applying industry best practices to concentrate on engaging your most lucrative segments for maximum returns.

HaystackCRM CRM is a CRM that can be used wherever you are and wherever you are going. Customer relationship management designed for small businesses and highly mobile professionals. HaystackCRM, the most flexible CRM, is easy to use and keeps you connected to your customers, leads, and prospects anywhere, anytime. We created a CRM that you can use in your web browser or as an application. A mobile CRM for small businesses was designed to meet your business needs. Native mobile app that you can use as a business tool. You can fully manage your small business from any device. HaystackCRM allows you to access your contacts and customers as a mobile CRM. This helps you stay connected. You can link your contact management with your sales pipeline to build relationships with your CRM. You can track the status of your sales and generate a quote. You can add a product catalogue of items or services.

You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.

Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.

Revolutionize your eCommerce business with an AI-enhanced CRM specifically designed for online retailers. Elevate your shop to a high-performance sales engine powered by edrone, ensuring a rapid return on investment through sophisticated Marketing Automation features. In today's digital marketplace, data serves as the cornerstone of success, enabling you to elevate your operations significantly. Discover insights about every individual visiting your online store and transform that data into personalized experiences and offers that resonate with their preferences. With edrone's inherent adaptability, you can craft any automation strategy that aligns with your store's unique requirements, and to simplify the process, we provide a selection of popular scenarios aimed at boosting your conversion rates and amplifying your sales. By leveraging these tools, you can enhance customer engagement and drive higher revenue growth.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Our CRM, designed specifically for Apple users, is tailored for small businesses and teams like yours. We have assisted numerous companies in enhancing their productivity and accelerating their growth, and we are ready to support you as well. Your data security and privacy are our top priorities, which is why our Gro CRM platform adheres to PCI compliance and employs robust 256-bit encryption along with TLS 1.2. It also seamlessly integrates with Face ID, Touch ID, two-factor authentication, Stripe, 1Password, and many other tools. With a wealth of user-friendly features, our Mac CRM simplifies the management of your contacts, deals, and sales, ensuring smooth transitions between your Apple devices. By choosing Gro CRM, you’ll forge stronger connections with your customers through our easy-to-use cloud-based application designed exclusively for Apple enthusiasts. Our competitive pricing starts at just $14.99 per seat per month, making it an accessible choice for small businesses. If you are passionate about Apple products, having a CRM that effortlessly syncs across all your devices is essential for your business’s success and efficiency.

FanExam's NPS® tool offers an exceptional method for reliably assessing customer satisfaction and gathering valuable insights on your platform. It efficiently conducts surveys among your customers and generates detailed reports based on their feedback and scores. We ensure that the surveyed individuals are tracked, guaranteeing that your customers' voices are heard. FanExam strategically employs NPS to pose the most relevant questions to your site visitors at pivotal moments, specifically while they engage with your website. This approach enables you to truly understand your customers' perspectives. With the implementation of FanExam on your site, you will establish a continuous, systematic channel for customer feedback, available around the clock. This invaluable resource can help inform your business decisions and enhance the overall customer experience.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

AnyRoad equips prominent consumer brands with the essential technology and insights required to create exceptional live events and experiences. The dynamics of how consumers engage with brands are evolving significantly. Industry frontrunners dedicate more resources to interacting with their customers through both virtual and in-person events, leading to enhanced loyalty, increased revenue, and ultimately a higher lifetime value for customers. AnyRoad simplifies the process of executing live events and experiences. By removing data silos, we empower teams by integrating registration, payments, check-ins, and guest communications, all while providing real-time insights within a single platform. This streamlining facilitates scalable experience operations through tailored and repeatable workflows, allowing teams to achieve more efficiency with fewer resources. Additionally, by gathering first-party data from these experiences, brands can gain comprehensive insights into consumer behaviors, preferences, and feedback. This enables them to accurately measure the effectiveness of their events and compare their performance against competitors in the industry. Ultimately, AnyRoad is committed to transforming how brands connect with their audience in this rapidly changing environment.