Best CRM Software with a Free Trial of 2025 - Page 32

iQDesk Free CRM is an online tool designed to assist in the growth and management of various business functions. You can easily access a demo by logging in with the credentials demo/demo. Within just five minutes of installation, you’ll be able to start sending SMS and managing your appointments. You can create multiple user accounts and allocate distinct roles, ensuring that each user can perform their necessary tasks. The system is truly responsive, allowing you to work from any location. Should you encounter any issues, feel free to reach out, and we will swiftly address your concerns! Additionally, iQDesk Free CRM offers a user-friendly interface that makes navigation simple for everyone involved.

A Digital Adoption Platform enables the creation of engaging walkthroughs, informative tooltips, surveys, and helpful support articles directly within your application. By leading users seamlessly through your product, it enhances adoption and conversion rates while minimizing churn. This approach accelerates your business growth and enhances user satisfaction with your software. It allows for the immediate automation of employee training, boosts productivity, and shortens the time to achieve a return on investment from your software. Additionally, it alleviates the demands on your internal helpdesk by guiding users toward their objectives more swiftly. You can keep users informed about training sessions, system downtimes, or product updates at any point within the app. Providing tooltips helps users understand their tasks and navigate your application effectively. Moreover, by directly soliciting feedback from users, you can assess performance and identify any obstacles within your application, leading to continuous improvement. This proactive approach not only fosters a better user experience but also contributes to long-term customer loyalty.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Twenty20 is the first fully-featured ERP solution that contractors of all sizes can use. It is 100% customizable to meet your needs. Twenty20 is easy to learn, easy to set up, and easy to use. Modules include: -Accounting - Project Management Document Management - Estimating - Scheduling Service Management and Work Order Management - Equipment & Fleet Management Management - Human Resource Management - Leave Management Time and Attendance Tracking - Expense Report Management - Sales and CRM Our ideal customer is a contractor who has multiple systems for managing their business and is looking for ONE solution that is fully integrated and customizable to meet their specific needs.

Introducing Project Pipeline, an innovative web-based solution designed to assist construction companies in efficiently managing essential details related to their projects and clients. Developed by The Blue Book Building and Construction Network, Project Pipeline specifically caters to the construction sector, offering a user-friendly interface that can be tailored to suit the unique requirements of YOUR business. With exclusive built-in Blue Book ‘Business Intelligence,’ this platform equips you and your team with vital insights for making informed decisions. Project Pipeline is the ideal tool for anyone aiming to optimize their sales process and secure additional projects, ultimately driving growth and success in the competitive construction landscape. Whether you're a small firm or a large corporation, Project Pipeline is here to elevate your operations!

Sugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page.

Transform almost every aspect of the chat interface with ease. By simply copying and pasting the HTML code, you can integrate it into your website as a Button, Embedded Window, Multi-operator feature, or Footer bar. This straightforward process allows you to deploy our applications live on your site effortlessly! It's convenient, straightforward, and highly effective. You can add as many operators as your business requires, ensuring scalability that aligns with your company's growth. Special discounts are available for customers utilizing multiple products. Implementing features like Live Tracking, Support Tickets, and Live Chat will provide you with essential insights into both your customers and your business operations. In today's digital landscape, having effective communication tools is a necessity for any business with a website. Our powerful live chat software enables you to engage with website visitors and turn them into loyal customers. Chataroo makes it incredibly simple and cost-effective! Adjust nearly every element of the chat window as needed, and with a quick copy and paste of the HTML code, you can easily set it up to fit your preferences.

Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.

AllProWebTools consolidates all your clients' contact details and interactions, encompassing emails, Facebook messages, text messages, and phone call logs, into a single application. You will receive alerts when potential leads submit your website forms, when invoices are settled, and when customers reach out to your business. The staff chat feature enables seamless communication with your team, whether you or they are on the move. Additionally, the Timecard system allows employees to clock in and out via their mobile devices, complete with GPS tracking for each entry. You can easily access customer records and view a comprehensive history of all communications your team has had, including emails, texts, phone calls, and Facebook messages. Notes can be added to client profiles, and you can monitor the tasks your staff are handling, along with their clock-in and clock-out times. Furthermore, AllProWebTools provides unmatched visibility into the effectiveness of your emails as well as the engagement levels of each contact with your outreach efforts, ensuring you're always informed about your communication dynamics. This comprehensive approach not only enhances operational efficiency but also strengthens your client relationships through better understanding and responsiveness.

In today's highly competitive landscape, sales teams must adopt an effective sales process to reach ambitious targets. This approach enables a focus on the most promising deals at opportune moments, ultimately leading to increased revenue through quicker closures. MeraCRM's efficient sales process not only aids in securing optimal deals but also provides a sales process tool that sets apart high achievers from those who struggle. This tool allows for automated follow-ups and customization of industry-specific terminology, enhancing communication. Leveraging CRM technology alongside sales efforts can significantly elevate your team's productivity by streamlining numerous sales-related tasks. Furthermore, maintaining strong relationships with customers is crucial in sales, and implementing CRM software can free up valuable time, allowing for more meaningful interactions with clients. By optimizing your sales strategy with a robust CRM system, your team can achieve greater efficiency and build lasting customer connections.

Saleskit provides integrated software solutions that optimize customer relationship management, enterprise resource planning, and human resource management. Their CRM system helps businesses manage contacts, sales pipelines, and communications while automating customer-related tasks. The ERP module ensures better control over business operations like finance, inventory, and supply chain management, all from one platform. Meanwhile, the HRM solution simplifies employee management by tracking attendance, payroll, and performance. Saleskit's solutions are flexible, offering businesses the tools they need to improve productivity, streamline processes, and scale effectively.

We offer a single-location solution to your Customer Relations Management, Project Management and Invoicing Automation.

Sansan is a cloud-based/business-card-based contact management/CRM software for companies and teams. It has more than 6,000 corporate customers around the world. Sansan is a leader in Japan's market and is available in English. Users increase productivity, efficiency, better follow up on leads, and allow companies to collaborate on internal referrals. Sansan's focus is on business cards. They are a rich source for first-party data and can be scanned with great accuracy. To achieve 99.9% accuracy in digitization, we combine OCR with highly secure human transcription in harmony with machine-learning. It's not just English or Japanese. Sansan's intelligent data detection can read and digitize all major languages around the world. This data is the basis of a shared and proprietary database that includes all contacts acquired by a company. The database becomes a valuable company asset that can be accessed via the internet.

Introducing SAM, your ultimate relationship facilitator! This innovative network-driven relationship manager features a fully humanized voice-activated conversational AI designed to enhance your leadership capabilities. SAM simplifies the process of securely sharing introductions and referrals within your trusted circle of colleagues, contacts, and connections. Exclusively available by invitation, SAM evaluates the strength of your relationships through various touch-points and time-related factors while maintaining the highest standards of privacy. Joining is completely free, with no unwanted advertising or spam. SAM combines the convenience of a cloud-based application with the added benefit of voice-activated conversational AI, allowing you to accomplish tasks with minimal data entry, clicks, and software training. You can engage with SAM through voice or chat, enabling efficient task completion without the need to familiarize yourself with a new system. Impressively, SAM operates 402% faster through its voice-activated capabilities compared to other platforms available today, making it an unbeatable choice for effective networking and relationship management. With SAM, you can experience a new level of productivity and connection.

Copy2Contact is utilized by both businesses and individuals to efficiently gather essential information regarding clients and potential leads. Seasoned professionals leverage Copy2Contact to reduce their data entry efforts by an impressive 98% while enhancing their accuracy threefold in everyday operations. This tool seamlessly integrates contacts, leads, appointments, and events into platforms like Microsoft Outlook and Salesforce.com on a PC, as well as into the address book on an iPhone. Users can easily extract contact details from sources such as emails, documents, resumes, and websites. Copy2Contact boasts proprietary technology that streamlines the management of contacts and appointments. By capturing complete contact or appointment information in one go directly from the screen, it eliminates the need for manual retyping, thereby minimizing errors and saving valuable time. This innovative solution effectively operates from various sources, including email signatures and web search results, ensuring it fits smoothly into a professional's daily workflow, enhancing productivity and efficiency even further.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.

You can get real-time, actionable feedback directly from your customers. You can respond in a few clicks! Get 10 surveys and an account completely free! Our customers receive a response rate of 80%+ on average. Customer churn can be reduced by responding to customer issues immediately. Positive reviews and word-of mouth across multiple platforms will increase. We work with many Fortune 500 companies and meet or exceed all GDPR requirements. Send surveys in just 2 minutes. No development required.

Choose a sales platform that boasts simple setup, effortless integrations, and user-friendly tools. With Pipeline CRM, you will gain access to all the resources necessary to expedite your sales processes. With 15 years of experience in developing sales enablement tools, we have actively listened to our customers to refine our offerings. The outcome is a platform that is straightforward to navigate, tailored to your needs, and devoid of unnecessary complications. Every aspect of your sales pipelines is readily available when you need it and discreet when you don't, ensuring clarity and focus in your workflow. View all of your transactions in a single, adjustable list format, and utilize filters to easily locate specific information. Our customer support team consists of real professionals based in the US, all of whom are daily users of Pipeline and have extensive expertise. Renowned for our exceptional customer service, we pride ourselves on answering calls within two rings without any complicated phone menus. Initiating your experience is a breeze with our personalized onboarding services, and we also offer custom development solutions. If you require something beyond our standard offerings, don’t hesitate to reach out. Beginning your journey with us is straightforward, with no hidden fees or need for engineering resources, making it an ideal choice for businesses of all sizes. You can focus on what truly matters—growing your sales.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is a global leader in omnichannel communication. We make it our business to simplify how brands connect with, engage and delight their customers at global scale. Our programmable communications platform delivers a suite of tools for advanced customer engagement and support, plus security and authentication. We make this available to you across the widest range of communication channels possible. THE INFOBIP ADVANTAGE (1) Personalized omnichannel customer connections Achieve deeper customer engagement across the widest selection of local and global channels, including: SMS, RCS, WhatsApp, voice, video, email and the most popular chat apps. (2) Global reach, local presence Our 60+ offices around the world allow us to react faster. We provide 24/7 customer support, technical solutions in-line with needs and local requirements — based on proven best practices. (3) Full stack customer engagement Deliver better outcomes for your business by enhancing your communications with fully integrated contact center, marketing automation, and chatbot building solutions informed by our customer data platform.

Peppercan emerged out of a pressing need for a more streamlined business management solution, moving away from the tedious mix of Outlook, Excel, and Word. This robust web-based application empowers business owners and managers to conduct their operations with greater efficiency and ease. PEPPERCAN serves as a CRM that not only automates processes but also liberates your team to focus on business growth. It enhances your sales processes, manages E-marketing campaigns, and simplifies your quoting procedures. Additionally, it brings projects to life, manages your time effectively, and oversees your financial operations. The setup is user-friendly, utilizing a straightforward questionnaire to configure most features right from the start, enabling you to hit the ground running. Your data is securely hosted on cloud servers, with redundancy ensured by mirroring it in another location and maintaining an extra encrypted backup online, guaranteeing complete safety and accessibility to your information. With Peppercan, you can confidently manage your business operations without the hassle of outdated tools.

LiveSupporti serves as a vital live chat solution that links your website with your customers, facilitating real-time conversations with visitors. Integration is a breeze; simply insert a single line of code into your site and you’re ready to engage with clients. Even when you're not available, you’ll receive offline messages from clients, allowing you to initiate email discussions straight from your dashboard. All communications via live chat are secured with encryption and SSL protection. You'll receive sound alerts and visual notifications when new messages arrive, ensuring you never miss a request. Additionally, you can track the origins of your chat requests effortlessly. The customization options allow you to select colors and design features for your live support chat widget, ensuring it harmonizes perfectly with your website's aesthetic. No coding expertise is necessary for this process, as adjustments can be easily made through the settings page in your live support account, making it accessible for everyone looking to enhance their customer interaction.

InTouch is a highly regarded sales and marketing platform that consolidates over ten essential business tools, providing a comprehensive solution to both manage and expand your business, thus removing the necessity for expensive multiple systems. With InTouchCRM, you can securely store your contacts in the cloud, allowing your team to access this information from anywhere and at any time, which enhances collaboration while on the move. You can easily retrieve all crucial details about your prospects and customers, including their contact history, engagement metrics, and current status in your sales pipeline. Additionally, you can document all interactions such as calls and meetings, ensuring that your team stays informed and that your customers enjoy a seamless experience. This integrated approach not only boosts efficiency but also fosters stronger relationships with your clientele.

For over 20 years, we’ve powered tens of millions of donations from over 190 countries and raised over $2 billion for social good. Nonprofits of every size and cause—from human rights to disaster relief—use our platform to raise money, engage their communities, and advance their missions. The Engaging Networks platform is updated constantly with new features and upgrades every six to eight weeks so that we can provide an innovative platform that fits every need. We can replace the advocacy, fundraising, email, P2P, events, and data management systems you have, or play nicely with whatever you’d like to keep. We proudly work with a variety of incredible organizations such as The Humane Society of the United States, The Nature Conservancy, Human Rights Campaign, PETA and Amnesty International USA. Today, we have two offices in Washington, D.C.

What sets KEI CRM software apart from its competitors is its bespoke nature, allowing for swift and effortless customization tailored to your specific requirements. You won't have to navigate this process alone; for a competitive fee, simply outline your desired functionalities, and our team will implement them for you. You can immediately take advantage of its features through a Free Trial, allowing you to experience its benefits firsthand. KEI CRM enhances your marketing strategies by effectively utilizing your existing customer data—such as contact details, emails, and financial records—to create a streamlined resource for targeted communications with both current and potential clients. This leads to improved customer interactions, as the automated messaging feature notifies clients the moment you receive their messages. Additionally, our Document Management system, a crucial component of KEI CRM, organizes your customer files by date, eliminating the need to sift through paper records. Ultimately, this innovative approach not only saves time but also enhances overall efficiency in your business operations.