Best CRM Software in Canada - Page 44

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.

We provide actionable insights derived directly from our clients’ key stakeholders, including their customers and employees, which fosters ongoing enhancement of their strategies and business operations. Our approach is highly pragmatic, built on extensive experience in leadership positions within companies similar to those we serve. We possess a deep understanding of our clients' requirements and exhibit creativity in crafting tailored solutions. Each of our seasoned Client Executives acts as a dedicated point of contact, allowing us to thoroughly comprehend your business and ensuring a smooth collaboration. We eschew generic methodologies; instead, each project is uniquely designed to address the specific needs of our clients. Rather than producing reports filled with statistical data that may go unused, we prioritize operational insights that also deliver strategic benefits. Examples of our popular offerings include service recovery action alerts, reports based on customer feedback from the field, and notifications for employee recognition, all of which further enhance our clients' operations. In this way, we not only meet expectations but consistently work to exceed them.

All-in-One Software for Digital Channel Feedback Mopinion is a digital platform that helps digital enterprises listen, understand and act across all digital touchpoints (website, mobile, and email). Mopinion allows its users to create customisable online feedback form (including various CX metrics like NPS, CES and CSAT) and trigger them based upon rules such as mouse movement and time on page. It also allows for comprehensive visualisation via customisable dashboards, text analysis, and smart labeling. Users can use proactive alerts, role-based views, and connect to PM tools like Trello or Asana to receive feedback and collaborate with other members of your digital team. +Customisable feedback forms +Real-time statistics Integrations with +API +Various CX metrics +Text analytics +Advanced reporting capabilities Mopinion pricing starts at $35 USD/month

With Qmatic Experience Cloud you reduce actual and perceived wait times, increase customer satisfaction as well as employee productivity and efficiency. Qmatic Experience Cloud is a cloud based Customer Journey Management and Queue Management software that takes care of your visitors from booking an appointment, through the arrival and check-in, to service and feedback. Basically it is a platform to improve customer experience. Qmatic Experience Cloud is an intuitive, dynamic all-in-one platform for effortlessly delighting your customers, empowering your people, boosting your operations – and adapting on the fly. It is designed to work front and back – to give customers a better service, ensure employees have the time and space to perform their job effectively, and give you the management tools to stay in control.

TL LeadManager® is a specialized lead management platform tailored specifically for agents in the Life and Health Insurance sectors. It simplifies the management of Medicare Supplement, Long Term Care, Final Expense, and Annuity leads, making the process more efficient than ever. If your current lead or contact management system isn't meeting your needs or you’re not completely satisfied, it's time to give TL LeadManager a try. This comprehensive and user-friendly CRM is designed to reduce the time spent on managing leads while enhancing your selling opportunities. By streamlining paperwork and improving organization, you can focus on increasing your policy sales. When paired with TargetLeads®, your direct mail marketing becomes incredibly smooth and effective. Whether dealing with Turning 65 lists for Medicare Supplement or various other insurance leads, TL LeadManager empowers you to effectively manage, follow up, and generate reports for all your campaigns, ensuring you stay on top of your business. Embracing this innovative tool could be the game-changer you need to elevate your sales strategy.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

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.

ProSTART Custom ProSTART's pre-built modules deliver more features in less time and at a lower cost. ProSTART is 2-3 times faster than Salesforce, Oracle, or similar "build-from scratch" database management systems. ProSTART offers a complete set pre-developed database modules to speed up the development and deployment process. Each module can be customized to suit your business.

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.

QUESTIONSTAR is a powerful tool for conducting online surveys. It is easy to create professional surveys at any level of complexity and to analyze the data collected online. Correlations, crosstabs, regression analysis, t-tests, etc. The tool can be used online. QUESTIONSTAR eliminates the need for additional analysis software in most cases. All professional functions are included in all tariffs. All paid plans allow for flexible customization of questionnaires and white-label survey designs. MS Office allows you to export and edit results of analyses, tables, and graphs. Free version available.

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.

JRNI is a platform that allows you to schedule and manage personalized experiences at scale. JRNI offers apps that facilitate appointments, virtual queueing, and events. It also provides industry-leading analytics. JRNI allows businesses to offer remote and in-person experiences which increase revenue, profitability and efficiency, build customer relations, and improve customer satisfaction. JRNI's platform allows businesses to shift from selling products to creating unique experiences by scheduling and managing personal services. JRNI is used by industry leaders such as Urban Outfitters, Visions Credit Union, and U.S Bank to deliver personalized experiences at scale. Visit us at https://www.jrni.com

3CLogic transforms customer and employee experiences with its patented and award-winning AI-powered cloud contact center solutions purpose-built to enhance today's leading CRM and Customer Service Management platforms. Globally available and leveraged by the world's leading brands, its offerings empower enterprise organizations with innovative capabilities, such as intelligent self-service, Generative AI, Voice AI, agent automation & coaching, and AI-powered sentiment analytics — all designed to lower operational costs, maximize ROI, and deliver better, faster, and more personalized interactions for IT, employee, and customer service.

Voicent CRM enables you to effectively oversee customer relations, speed up your sales process, and maintain complete oversight of your business operations. By utilizing our comprehensive CRM solution, you can streamline your business workflows through integrated phone, text, and email functionalities. Additionally, you can effortlessly incorporate any Voicent application with the CRM to create cohesive marketing strategies, enhance sales efforts, and improve customer support. Voicent's communication tools for voice, text, and email can directly access your contact lists within the Voicent CRM, eliminating the need for any complex integrations or additional steps. This ease of use allows businesses to focus more on growth while minimizing administrative burdens.

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.

AgencyOrganizer stands out by offering a blend of integrated features and functionalities that surpass expectations through cost efficiency, robust security, and extensive customizability across various operational domains. Its capabilities extend from seamless data integration to innovative Agency Management strategies, which support agencies in becoming more organized and achieving greater profitability and market presence. The platform ensures that all documents related to user cases and associates are stored securely, encompassing everything from emails to scanned files, thus eliminating the clutter and risks associated with physical document storage. Beyond document management, AgencyOrganizer also records essential information such as notes, phone calls, and appointments, enhancing overall productivity. Additionally, its built-in calendar and task tracking tools further streamline time management, allowing users to optimize their schedules effectively. With AgencyOrganizer, agencies can experience a comprehensive solution that not only meets their operational needs but also drives growth and efficiency in an increasingly competitive landscape.

Inova enhances the process of partnering in life sciences by guiding you through various stages of the lifecycle. Locating the ideal partner or opportunity can feel as challenging as searching for a needle in a haystack, requiring an exhaustive search through countless leads to discover the right information. Inova accelerates your ability to identify promising opportunities more swiftly. The journey from conducting due diligence to finalizing terms can be lengthy and complex, but Inova streamlines and simplifies crucial processes to save you precious time. After a deal is finalized, the pressure mounts to ensure it is both successful and profitable, and Inova equips you to start strong. Our cutting-edge digital partnering platform supports over 160 organizations in pharmaceuticals, biotechnology, and life sciences, enabling them to efficiently seek, negotiate, and collaborate. With our cloud-based solution, you can focus on what matters most: forging impactful partnerships and driving innovation.

The creators of SmartContractor software bring over three decades of experience in both the construction and software sectors. Having encountered a wide range of challenges, we possess a deep understanding of the issues you face. Furthermore, we collaborate closely with construction experts who utilize SmartContractor daily, continually refining and enhancing the software to align with your requirements. This integrated software solution encompasses construction estimating, accounting, and project management, specifically tailored for small to medium-sized construction firms. The integration means that data only needs to be entered once; information input in one area is accessible throughout the entire system. The details you provide in a job estimate serve as the foundation for everything SmartContractor undertakes, highlighting the essence of what we refer to as “integrated” construction estimating software. By entering the data a single time, you can seamlessly apply it across all functionalities of the program, making your workflow more efficient and streamlined. This approach not only saves time but also enhances accuracy across the board.