Best CRM Software in China - Page 54

Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.

Airship serves as an all-in-one customer engagement solution that empowers users to design, automate, and enhance tailored messaging through various channels, including push notifications, in-app communications, SMS, email, and mobile wallets. This platform features sophisticated segmentation capabilities and real-time audience development driven by user actions and preferences, complemented by user-friendly Campaign and Journey builders to facilitate cross-channel management. Equipped with integrated AB testing, insightful analytics dashboards, and predictive AI tools, it enables users to evaluate engagement levels, predict results, and autonomously adjust campaigns for improved retention and conversions. Additionally, Airship's SDKs and APIs offer support for rich media, deep linking, and dynamic content, ensuring that users receive relevant experiences, while its consent management system and data encryption maintain adherence to privacy standards. Whether you're looking for lifecycle messaging, transactional notifications, or strategies to re-engage users, Airship delivers comprehensive tools to connect with users throughout every phase of their journey, ultimately enhancing overall user satisfaction and loyalty.

Dewy offers an all-in-one platform that integrates CRM, lead nurturing, and advanced sales training to accelerate growth for dermatology, medical spas, plastic surgery clinics, and similar healthcare practices. Its HIPAA-compliant system helps track leads, automate personalized follow-ups via email and SMS, and manage every stage of the patient journey with an intuitive drag-and-drop pipeline. Dewy supports dozens of integrations with EMR/EHR platforms like Zenoti and EMA by ModMed, as well as ecommerce tools including Shopify and Square, allowing practices to consolidate their workflow into one system. Customers like Dr. Renee Moran Medical Aesthetics and Basis Aesthetics rely on Dewy to improve conversion rates and keep patients engaged long-term. The platform provides custom content writing and tailored nurturing funnels developed by its expert team, helping users maintain top-of-mind awareness among prospects. Dewy’s sales training boosts lead conversion by providing personalized coaching and support. Its user-friendly interface and dedicated US-based support team make adoption smooth and effective. Ultimately, Dewy helps practices grow sustainably by combining marketing automation with human expertise.

Cardtree offers a sophisticated solution beyond traditional digital business cards and social media links by enabling professionals to create rich, branded storytelling profiles that fully communicate their value proposition. These distraction-free profiles act as a powerful “link in bio” that builds immediate credibility and trust with potential customers. Users can embed interactive features such as calendars for easy meeting scheduling and built-in forms to capture leads, making every profile a dynamic business tool. For organizations, Cardtree simplifies profile management by providing a centralized dashboard where businesses can ensure consistent branding and messaging across all employee profiles. This centralized approach enhances brand professionalism while empowering teams to turn casual introductions into actionable business engagements. The platform’s focus on storytelling helps professionals and businesses stand out in competitive markets. Cardtree’s intuitive interface requires no technical expertise, making it easy to create and update profiles anytime. Ultimately, Cardtree is designed to convert simple connections into meaningful relationships that support growth and trust.

SmartCRM by Binotel is a robust CRM platform specifically designed for Ukrainian businesses to optimize sales processes, client management, and communication workflows. The software features an intuitive sales funnel that tracks deals meticulously, resulting in a 90% deal success rate and 25% faster deal closures. It centralizes all customer data in a 360° client database, capturing communication history and individual client needs to enhance personalized service. Integrated telephony allows users to manage calls, record conversations, and track missed calls without leaving the CRM. Automated task streams reduce manual effort and save employees approximately 30% of their time daily. Advanced analytics generate detailed reports, helping businesses increase sales by up to 45%. The platform supports over 100 third-party integrations and offers a straightforward one-hour setup with unlimited 7-day support. Trusted by over 20,000 companies, including major brands like Nissan, SmartCRM enables SMBs to drive growth and streamline operations efficiently.

Submit.ninja is a quick and straightforward tool designed for gathering NPS and CSAT feedback, catering to teams that seek organized insights without the complexity of a comprehensive survey platform. With no signup necessary, you can create a customized feedback form in mere seconds by selecting a template, adjusting colors, and specifying any metadata to capture, such as user ID, campaign, or plan. Once completed, you can easily embed the form into your website or application, or share it through a full-page link. The responses are displayed in an intuitive dashboard that allows you to monitor trends over time, and you can set up email notifications to stay updated on new feedback or seamlessly forward them to your CRM or helpdesk. If you need a more in-depth analysis, you can export all the data as a CSV file. Submit.ninja supports multiple languages and maintains a consistent brand experience, making it a lightweight and user-friendly option that helps you obtain valuable feedback quickly. This efficiency is particularly beneficial for teams looking to enhance their customer experience without the burden of complex tools.

LP-CRM is a specialized customer relationship management system from Ukraine, designed specifically for dropshipping and retail enterprises. It enables users to monitor orders, streamline call center operations, and automate both warehouse tasks and data analysis. All functionalities are integrated within a single interface, covering everything from lead generation to shipment. This platform is ideal for newcomers as well as established businesses looking to grow. Additionally, it integrates seamlessly with landing pages, telephone systems, bots, and marketing efforts, enhancing overall efficiency. With LP-CRM, businesses can expect a comprehensive solution that simplifies the complexities of managing their operations.

Expedify is a cutting-edge CRM that utilizes artificial intelligence to revolutionize the way companies handle their customer interactions. In contrast to conventional CRMs, Expedify is proactive and dynamic, offering real-time insights and automating communication to enhance decision-making processes. Highlighted Features: - Intelligent Automation: Anticipates customer actions, delivers tailored messages, and streamlines workflows for efficiency. - Interactive Multichannel Engagement: Facilitates direct communication across platforms like WhatsApp, eliminating the need for external applications. - Automated Customer Journeys: Tailors interactions and oversees the progression of leads from initial contact through to conversion. - Advanced Predictive Analytics: Leverages AI to project customer behaviors, enabling more informed sales and marketing strategies. Additionally, Expedify's innovative approach ensures that businesses can foster deeper connections with their clients, ultimately leading to increased customer satisfaction and loyalty.

ContractQ is a powerful job management CRM built specifically for home improvement contractors looking to streamline their operations and increase sales. It offers AI-powered voice commands that allow hands-free job scheduling, task updates, and reminders, saving time on the go. Users benefit from customizable workflows that fit their business processes, along with interactive mapping for easy navigation and team coordination. The platform supports limitless form creation for estimates, contracts, and invoices, eliminating the need for manual paperwork and accelerating payment collection. Integration with Stripe and QuickBooks simplifies invoicing and financial tracking. Contractors across various trades—from carpentry to HVAC—can rely on ContractQ’s secure customer portal to keep clients updated with invoices and job progress. Dynamic scheduling features enable seamless collaboration and efficient time management. ContractQ provides flexible pricing plans and a 14-day free trial with a 50% discount using promo code ContractQ2025.

SwiseCard is an innovative digital business card solution that allows individuals to swiftly design personalized e-cards in just a few minutes by utilizing an easy-to-use drag-and-drop interface. Users can share their cards effortlessly through various methods such as NFC tapping, QR code scanning, a dedicated URL, email, or by integrating them into Apple or Google Wallet, providing convenient access on any device. The cards are updated instantly, guaranteeing that all contact details, including phone numbers, email addresses, social media links, and portfolios, are always up to date without the need for reprints. With an emphasis on rich media and extensive customization options, users can choose from various layout templates, logos, and color schemes to enhance their cards. Security measures are robust, featuring encryption, password protection, one-time passwords (OTP), and time-sensitive URLs, enabling users to maintain control over their information. Additionally, the platform provides real-time analytics, offering insights into views, clicks, and overall engagement, which helps users assess and improve their networking effectiveness. This comprehensive approach to digital business cards not only streamlines networking but also empowers users with valuable data to enhance their connections.

PhingooCRM is a cutting-edge cloud-based platform for managing customer relationships, specifically tailored for contemporary call and contact centers, and it provides a user-friendly interface alongside AI-optimized features to enhance productivity and efficiency in demanding settings. This platform centralizes the management of contact lists, oversees campaign activities, and streamlines helpdesk operations while enabling dynamic script modifications, intelligent list filtering—including blacklist and redlist controls—and incorporates VoIP capabilities with features like predictive dialing and preview modes. It offers real-time dashboards, campaign tracking, and in-depth reporting along with analytics that reveal valuable insights into customer behavior and sales patterns. PhingooCRM accommodates various user roles, including agents, supervisors, and administrators, equipping them with customized dashboards and specialized tools. By seamlessly integrating CRM functions with VoIP technology, it ensures high-quality telephony through direct SIP trunks, automatic call recordings, shared calendars, and visibility into contact histories, all while maintaining secure data management with reliable backups. Moreover, the platform continuously evolves to meet the changing needs of call centers, ensuring that users remain equipped with the latest tools to enhance their operations.

SimpleCRM is an innovative and straightforward CRM solution tailored for small businesses, solopreneurs, and teams tired of cumbersome and pricey software options. We believe that a CRM should facilitate your workflow, allowing you to concentrate on nurturing relationships rather than navigating complex systems. Our platform eliminates superfluous features, providing a sleek and user-friendly experience focused on essential functions such as managing contacts, tracking sales pipelines, organizing tasks, and delivering straightforward analytics. With transparent flat-rate pricing covering your entire team and no hidden costs, we’ve created the CRM that we have always wished to use ourselves. This tool empowers you to work more efficiently, enabling you to shift your attention from wrestling with software to effectively growing your business—transforming the way you manage customer relationships. It's time to embrace a streamlined approach that enhances productivity and fosters meaningful connections.

Baseqore is a CRM designed specifically for freelancers, facilitating the management of client work from the initial proposal stage through to payment completion. Users can create proposals and contracts with electronic signatures, oversee client relationships and projects, monitor tasks and time, and transform billable hours into invoices that clients can conveniently pay online. The platform supports various payment methods, including credit cards, Apple Pay, Google Pay through Stripe, along with PayPal, Revolut Pay, Wise, and Mollie. Users can also offer clients a personalized portal on their own domain, allowing for easy access to updates, documents, and invoices. Additional features encompass estimates, expense tracking, a calendar, team collaboration, and data export capabilities. The target audience includes freelancers, studios, and small agencies in fields such as web design, development, copywriting, photography, interior design, and marketing. Plans are structured as follows: • Free: Limited to 3 clients, 3 projects, and 1 user, this plan includes essential features like invoicing, estimates, proposals, contracts (with e-signature), a calendar, time tracking, a client portal, and a custom domain, with no credit card required to start. • Pro/Ultra: These plans offer increased limits and user seats, catering to the needs of expanding teams. As a hosted SaaS solution, Baseqore ensures security through HTTPS, and it never retains credit card information, with strong customer authentication and 3-D Secure managed by payment providers. You can begin using the service for free and choose to upgrade whenever necessary, making it an adaptable option for freelancers looking to streamline their work processes.

SalesForge CRM revolutionizes Jira by turning it into a comprehensive hub for sales and relationship management. As a fully Forge-native application, it operates securely within the Atlassian environment, allowing both sales and project teams to collaborate seamlessly without the need to toggle between different platforms. Key Features & Capabilities - Management of Lead & Deal Pipelines - Comprehensive Contacts, Accounts & Customer Records - Built-in Email Functionality & Templates - Secure and Forge-Native Data Management - Enhanced Team Collaboration & Visibility With SalesForge CRM, teams utilizing Jira can effortlessly oversee their sales pipelines, customer interactions, and communications, all while remaining within the Jira framework. This integration of CRM functionalities into the Atlassian ecosystem eliminates the need for context switching, curbs the development of data silos, and synchronizes the efforts of sales with those of product and support teams. Consequently, users experience quicker onboarding, improved transparency, and a significant boost in both efficiency and revenue generation. Furthermore, the streamlined approach fosters better teamwork and ensures that all stakeholders are aligned toward common goals.

Atlas is a comprehensive recruitment solution developed entirely with generative AI, designed to function as both an applicant-tracking system and a customer-relationship management tool specifically for agency and executive search processes. It streamlines the recruitment journey by automatically collecting and enhancing candidate information, such as parsing resumes from emails, capturing and synchronizing every interaction including emails, calls, and notes, as well as storing vital details like salary information, company history, seniority, industry, and other relevant metadata for straightforward searching and filtering. With seamless integrations through a browser extension, email, phone, calendar, and video conferencing tools, recruiters can effortlessly source candidates from various platforms, import their data with a single click, and swiftly enrich and synchronize records. The platform's distinctive "agentic AI" continuously learns from your organization’s accumulated knowledge, including emails, interviews, notes, and interactions, which enables advanced functionalities such as automatically generated candidate summaries, AI-powered matching of candidates to jobs, smart filtering options, and a comprehensive “CandidateGPT” search feature that spans the entire database. In essence, Atlas elevates the recruitment process by leveraging AI to facilitate deeper insights and more effective candidate engagement strategies.

Kontava is a cloud-based management solution that helps entrepreneurs handle invoicing, sales, and accounting with ease. Designed for artisans, freelancers, associations, and small businesses, it removes complexity from administrative tasks. The platform allows users to quickly generate quotes and invoices and track their payment status in real time. Built on the reliable Dolibarr framework, Kontava combines flexibility with stability. It supports electronic signature of quotes, expense tracking, stock management, and supplier orders. The point-of-sale module enables real-time shop management and integrates with SumUp for seamless payments. Kontava works on mobile devices and desktops, making it accessible wherever business happens. Automatic backups ensure data security and continuity. Users can test the solution for free before committing. Kontava adapts to both beginners and experienced entrepreneurs looking for a scalable management tool.

Contact Transfer is a user-friendly desktop application designed for Windows that streamlines the management and transfer of contacts among iPhone, Android, and PC devices. This tool allows users to swiftly and locally transfer their contacts between mobile devices and computers without the need for cloud synchronization, ensuring a hassle-free experience. With Contact Transfer, users can effortlessly migrate contacts from an Android device to an iPhone, vice versa, or between similar devices, and even transfer contacts to and from a computer. Furthermore, it offers the capability to save contacts in Windows Contacts or vCard format, and users can conveniently add, modify, or delete contacts directly from their computer, thus maintaining a well-organized and current address book. The application connects through USB for iPhone devices and utilizes Wi-Fi for Android, ensuring effective communication between devices. All contact management and transfers occur locally on the user's computer, which upholds security and privacy standards, giving users peace of mind. A free trial version of Contact Transfer permits the transfer of up to five contacts, while obtaining a full license removes these limitations, allowing for unlimited transfers and management of contacts, enhancing user flexibility and convenience. Additionally, this software represents an efficient solution for anyone seeking to keep their contact information synchronized and accessible across multiple platforms.

Groweon is a SaaS CRM platform powered by AI, specifically designed to assist small and medium-sized businesses in India with the digital transformation of their sales processes and operational efficiency. It effectively gathers leads from various channels, including websites, phone calls, and social media, ensuring that teams can capitalize on every potential opportunity. The platform streamlines lead distribution through mechanisms like round-robin and priority routing, and it incorporates lead scoring features to allow sales teams to concentrate on prospects with the highest intent. With its built-in alerts and reminders for follow-ups, Groweon significantly enhances response consistency and minimizes the risk of losing leads throughout the sales pipeline. Additionally, the platform facilitates integrated communication via WhatsApp, email, and SMS, allowing for quicker and more manageable conversations, all centralized in one location. This comprehensive approach not only boosts productivity but also fosters a more organized sales environment.

Access Workspace brings all Access applications together in a single platform, revolutionizing the way you interact with your software. This integration significantly boosts your organization’s productivity while empowering users to accomplish more. Typically, business software is reserved for a select group of trained individuals; however, the applications within Access Workspace enable everyone to find the information they need independently, reducing reliance on specialized users. This allows team members to track progress, obtain necessary approvals, and minimize the administrative burden of repetitive tasks. Enhanced collaboration, effective communication, and optimized teamwork are all part of the package. Each Access product includes analytics dashboards as a standard feature, ensuring that you have immediate access to essential information and allowing productivity to flourish. Routine tasks are simplified, enabling you to focus on what truly matters. Access Workspace provides real-time insights, allowing for agile planning both now and for future endeavors. This is not just software that facilitates work; it actively enhances your daily experience, making it easier to achieve your goals. With such capabilities, teams can significantly elevate their performance and streamline their workflows.

Product Usage Analytics to Make Smarter, Faster Strategy Decisions and Roadmap Decisions. Usage Intelligence (formerly Revulytics), helps you make better decisions, whether you are defining new features or optimizing existing product functionality. Analyze actual product usage metrics to understand user interaction and engagement with your software. Also, analyze your install base to create a data-driven strategy that will guide you in making pricing, pricing, and sunsetting decisions. Analytics can help you make better product management decisions. Developer teams can use technical and environment data to gain insight into infrastructure and support requirements. Usage Intelligence is the first solution for software usage analytics. It provides deep insight into application usage. Find out which features are most used.

Tray.ai serves as an API integration platform that empowers users to innovate, integrate, and automate their organizations without the need for developer expertise. With Tray.io, users can independently connect their entire cloud ecosystem. The platform features an intuitive visual workflow editor that makes it simple for users to construct and optimize processes. Additionally, Tray.io enhances the workforce's efficiency through automation of various tasks. At the core of the first iPaaS designed for universal accessibility is the intelligence that allows users to execute business processes through natural language commands. Tray.ai is a low-code automation solution tailored for both technical and non-technical users, enabling the creation of complex workflow automations that streamline data transfer and actions across diverse applications. By leveraging our low-code builder and the innovative Merlin AI, users can revolutionize their automation journey, combining the flexibility of scalable automation with advanced business logic and integrated generative AI features that are user-friendly and accessible to all. This makes Tray.ai an invaluable tool for organizations aiming to enhance operational efficiency.

Finaeo is a digital assistance platform hosted in the cloud, designed exclusively for financial advisors. Created by a company based in Toronto known as Finaeo Inc., this AI-driven assistant serves as a sales coach to help financial advisors optimize their operations and workflows. With robust, enterprise-level functionalities, Finaeo empowers financial service organizations to effectively manage their back-office operations, product offerings, data, and client interactions, ensuring comprehensive control over these critical areas. In doing so, it enhances the overall efficiency and effectiveness of financial advisory practices.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

FranConnect, a cloud-native Franchise Management SaaS Platform, provides all your departments, including sales, finance, support, and marketing, a single view of your franchise company. FranConnect's powerful cloud platform is able to help you grow, scale, and optimize your business, no matter if you are an emerging franchise or a more established brand. Over 800 brands around the world have relied on FranConnect for their sales, operations, and marketing backbones for nearly 20 years. FranConnect is used by nine of the Top 10 Fastest Growing Franchise Businesses by Franchise Times to drive growth, increase profitability, and streamline operations. FranConnect customers come from all industries, sizes, and growth phases. They grow 44% faster than the wider franchising market.

Easily engage, manage, and connect with your membership community using VeryConnect, a comprehensive membership management software. This platform seamlessly merges member administration, engagement tools, and self-service options, simplifying the tasks of organizational management. Additionally, VeryConnect offers integration with top business systems and is designed for accessibility across all devices, whether online or offline. With its user-friendly features, VeryConnect ensures that managing your community is both efficient and effective.