Best Contact Management Software with a Free Trial - Page 3

Smarty is a software company based in London, founded in 2013 and officially launched in 2016. Smarty software was designed with entrepreneurs in mind. Never miss a deadline again, Smarty Deadline feature was designed with bookkeepers and accountants in mind, you can easily track key client deadlines such as payroll, PAYE payments, CIS return, etc. By combining everything into one piece of online software, Smarty allows businesses to save money by using multi-software, as well as training new employees on different systems.

Pobuca Connect is a cloud app that turns your multiple and non-connected business contact lists into one unified company address book which is easy to access from everywhere and ready to share with co-workers or business associates. It also offers the built-in Pobuca Bot, your very own virtual assistant helping you keep business contacts up-to-date and always accessible.

Shared Contacts for Gmail enables Google Workspace (G-Suite) & Gmail users to create, manage, share team address books (labels) from anywhere (Gmail, Google Contacts, Mobile phones etc.). Define access permissions exactly like you would do with a Google Doc: - View Only - Edit - Delete permission - Re-share - Transfer of ownership Access contacts shared with you from anywhere in your workspace (Gmail, Google Contacts, Calendar, Mobile phones etc.). See the relevant information of senders and recipients when you compose or receive an email (like with a CRM): - Email, Phone, Company, Job Title - Notes added to the contact - Previous interactions you had with this contact Shared Contacts for Gmail boosts productivity of all Gmail and Google Workspace, previously known as G Suite, users, by providing a solution to a huge problem that Gmail and Google Workspace do not solve: i.e. the ability to share contacts and contact groups.

Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.

All non-profits run into donation tracking issues at some point. Massive spreadsheets, inconsistent data entry, volunteers that move on shortly after training. Donor Tools solves these problems. You’ll flip when you see how simple it is to use while remaining remarkably effective. You get checks, cash, in-kind gifts. More and more donations are coming in online. Donor Tools provides an easy way to capture ALL of your donations. You provide some basic information about yourself and your organization and jump right in. You can set up online giving and start collecting online donations today. You can also start entering physical donations, create your funds, and run reports. There are no limitations during the trial. If you wish to continue after the 30 days, you’ll be asked to pick a plan and enter a credit card for billing.

Context switching saps productivity. Avoid switching between Outlook and your CRM. Keep teams flowing without throwing unnecessary speed bumps in their way. Start closing more deals and improving customer relations today. We have helped thousands of companies streamline their business processes through Prophet CRM. Take the first step and join us for a demo today. Your team is in Outlook all day long, shouldn't your CRM system be too? Prophet CRM is easy for sales & marketing teams to start using since it's built into a platform they are already using - Outlook. Personal onboarding from our team of dedicated project managers ensures effortless adoption in your organization. Enjoy a 2-hour SLA with our Gold Support plan. All support staff are US-based full time employees. Founded in 2002 in the Seattle metro area of Washington state, Avidian is an employee-owned company that provides a CRM solution embedded directly within Microsoft Outlook.

Win more business with a sales process that's repeatable and scaleable. The majority of your revenue comes from existing customers so love the ones you have. Visual to-do lists to follow up every opportunity and retain existing customers. Connect Xero, WorkflowMax, Gmail, Office 365 and more for an enterprise solution at a fraction of the cost. Exsalerate CRM is fully integrated with Xero and was designed to work as your Xero CRM tool. We built Exsalerate CRM because we couldn't find a comprehensive system at an affordable price that includes Pipeline management and Account Management. Built initially to satisfy the needs of a parcel delivery company the thinking quickly changed with the power of integrations with Xero, Workflow Max and Mailchimp resulting in the development of the award-winning Exsalerate App.

Aloware is a contact center that supports calls and SMS/MMS and works with the most popular CRMs. Be it contact center, sales dialers, or call tracking, we have gathered a full suite of customer engagement tools in one app. From support agents to sales reps to marketers, your team will love a centralized customer conversation hub.

Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.

CRM, finance, workforce management software, and more. Manage every aspect of your business. Pick the modules you need and begin saving time and money. Staffing Simplified Our founders have more than 20 years of experience in the staffing industry. During that time, they built, and rebuilt an internal platform that helped their team work smarter, not harder. One day a competitor saw what our founders built. She said that every other company in the industry was struggling to solve the very problems their internal platform had fixed. She suggested that they should make their platform available to everyone. In 2016 Senegal Software was born. The result is a modular platform that lets you run your business from anywhere, on any device. Today our software helps clients save time and money, all while increasing productivity. And we do not stop there – our team continuously works with clients to find new ways to automate and simplify staffing.

Establish and organize your businesses’ customer and contact information, which is the cornerstone to sales, marketing, and support activities. Harness the power of marketing automation and improve your business engagement from awareness, through purchasing to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities. Remove the boundaries of distance, by adding the power of face-to-face video conferencing to all your sales, marketing, support, and business activities. Harness the power of marketing automation. Improve your business engagement from awareness, through purchasing, to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities.

Mobile communication and payments solutions. Combine messaging channels like WhatsApp with innovative payments to create true Conversational Commerce. We help companies communicate. Our customers use SMS, Voice and the world’s most popular chat apps: WhatsApp, Apple Business Chat, Google RCS. Start the conversation in the channel your customers prefer and let the AI bot do the talking. Integrate commerce in the conversation to drive conversions. CM.com is a licensed Payment Service Provider, offering a range of options for any channel with Apple Pay, Google Pay, WeChat Pay, Credit Cards and local payments like iDeal and Bancontact. CM.com is also a Ticketing platform helping festivals, museums and stadiums sell and manage any type of ticket. The Customer Data Platform takes marketing to a personal level. Identity and e-sign solutions assure authentication in any transaction.

We offer a single solution for sales, marketing, and customer service teams, with a focus on the entire customer experience. Our mission is to provide equal opportunities for growth for all types of businesses and help them achieve greater output. Leverage growth marketing and scale your business with Growth Hacking. Convert your prospects into potential customers with Email & SMS Marketing. Never miss a potential lead by capturing them with customizable Pop-ups & Forms. Drive leads to a successful close with our Kanban-style boards in the Sales Pipeline. Coordinate and manage all your customer interactions in the Contact Management. Identify qualified leads and increase sales effectiveness with Lead Scoring. Stay in sync with your customers and staff through Team Inbox. Connect with your customers in continuous omnichannel with Messenger. Educate both your customers and staff with Knowledge Base.

ClientTether’s leading growth automation platform and CRM was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. Because we’ve been in our clients’ shoes, we made our platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies.

The NOLA Automation Software all in one allows your business strategy to gather momentum in the most efficient manner. With the help of our software, you would not only be able to create schedule campaigns broadcast, In-outbound call, in-outbound predictive, SMS 2 WAY, voice drop, and email and many more, you also get the chance of emailing a link to the prospect that would redirect them to their accounts with the help of an online portal.. much, much more...

Get more done from 8am with our easy-to-use CRM, shared contacts, notes and files, calendars, events, tasks, reminders, and more, all at your fingertips! Calendar view with private and public calendars, single and recurring events, tasks and more. Dashboard view with recent contacts, latest notes and files, upcoming events and tasks. Each 8am calendar now has an iCal link that you can copy and use to sync it with your favorite calendar software like Google Calendar or Outlook. 8am now integrates with smartQ workflow management tool, display your smartQ tickets in 8am calendar view! Events and tasks can now be assigned custom icons. We started with eleven, but plan to expand. We improved the contacts import from CSV/Excel files significantly. It now supports all the different parts of the name, handles duplicates and even allows to undo an import! You can attach SpiderScribe mind maps from your brainstorming sessions and Firefly design screens from your graphic projects!

Managing your sales pipeline can be tedious and at times a painful process, however Tubular, a sales tracking, collaboration, and workflow platform for sales teams, changes all that. Built on an easy to implement platform with sales tools that painlessly capture leads, while allowing your team to laser focus on closing deals. With features that include Tracking Leads from Multiple Sources, Triangulate Data, Seamless Integration Capability, Multi-user Collaboration, and much more, Tubular will make selling fun and engaging again.

Auric Prospector is a one-stop CRM solution designed to help businesses bridge people and processes. An on-demand customer management system, Auric Prospector offers flexible and innovative built-in features that help teams optimize processes and manage contacts, prospects, and customers. It offers a wide range of tools for opportunity or lead management, customer service and support, list management, contact management, ERP, reporting and analysis, and more.

Encourage your top contacts to take action with an integrated call tool that can be customized for specific events. Filter and group your contacts by activity, transactions, custom fields, even proximity. Enhance your existing contacts with social, consumer and voter data from third-parties like FullContact. Create filters to automatically segment contacts into targeted drip and retargeting campaigns. Import existing contacts from Excel, Google Contacts, website forms, and hundreds of other sources. Create custom user roles with specific permissions for what users can see and do in your account. Mobilize your network to help you reach your goals. Datrm.in is here to help professionals, non-profits and campaigns build stronger relationships with their audience and mobilize them to take action. Easily track online and offline contributions, create call lists, see call results in real-time, and export lists for mailing and compliance.

eStudio 7 is Same-Page's simple solution that works for all kinds of businesses! There is no software to install and eStudio 7 works with Windows, Mac and Linux computers. eStudio 7 cost $59 per month and includes 500 MB of group file storage, 4 FTP with 200 MB of storage, 3 project modules and an unlimited amount of users! Select from our scheduling calendar, contact manager, file sharing, discussion boards, project management software and deploy your customized solution in less than 2 minutes. eStudio 7 is the perfect intranet or shared drive alternative for small and medium business with a minimal impact on your budget. Fast, Flexible, Affordable, eStudio 7 levels the playing field allowing you to compete for new business opportunity and increase communications within your workforce.

Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.

NetHunt is a powerful CRM platform, especially useful for sales and marketing teams who rely on Gmail and other Google Workspace apps. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier… because sometimes working hard is too much hard work.

​​Solves the problem of managing contacts and capturing activity from large number of field agents, sales reps, dealers, channel partners and employees. Completely customizable to fit your business operations. Feature-rich application with web and mobile interfaces and add-on modules of digital business cards and file sharing. ​​For data preparation, complex de-duplication, entity resolution, transformation, merging and purging of large databases residing on private cloud or on-premises. Ingestion of structured and unstructured data of any format. Fuzzy logic-based pattern matching algorithms, proven on tens of millions of records. On-premise and API based implementation of complex contact data extraction program, designed to return the key/value pairs from text. Works along with robotic process automation (RPA) products, scanners, digital transformation tools and OCR/automation software.

The InfoServ CRM Platform strictly complies with security protocols to protect your data. The platform uses reliable and secure connections via various authentication and authorization policies. Our infrastructure also adheres to all critical standards to ensure secure handling of your enterprise data. We provide comprehensive security, including: highly scalable and redundant online infrastructures; monitoring of production systems; external penetration testing performed for system security and validation; multiple internet backbone connections ensuring routing redundancy and high performance connectivity; system for continuous monitoring of network traffic; servers hosted in redundant facilities, which are automatically backed up; power systems feature multiple power feeds, UPS devices and backup generators to ensure continuous operation. We strive to continuously review and improve our performance. We closely monitor system performance metrics to be within acceptable ranges.

Through DirectDrop Voicemail you can respectfully deliver customizable voicemail messages empowering customers to respond on their own time. Instead of dialing around wasting time listening to phones ring, get the word out to your entire audience at scale and then spend your time with the ones that call in ready to talk. DirectDrop Voicemail leaves a voice message without the intrusion of a call. This allows a consumer to respond at their convenience. Your agents stay focused on answering incoming calls from consumers ready to speak. Unlike a traditional call, carrier switch transfers to voicemail server instead of tower. Reaching people is more challenging than ever, especially when it comes to asking for money. Increase loan conversions by contacting your customer base quickly and putting the power back into their hands.

Originally trading as Able Glaze, Able Group was founded in 1993 as an emergency maintenance service operating in London and Essex. We expanded to become nationwide in 1998 and moved to a larger premises in Leigh-on-Sea two years later. Able Group developed to take on seven different trades, including plumbing, heating, drainage, electrics, locks, glazing and pest control. Our Company has sprouted from humble beginnings, into a Nationwide property maintenance service that is able to service over 90% of the postcodes in the UK. Viabl Ltd trades under the name of Able Group, with a workforce of 800+ engineers and vans driving the streets of the UK.

Sansan is a cloud-based/business card-based contact management/CRM system for companies and teams. It has 6,000+ corporate customers worldwide. Sansan dominates its market in Japan, and is available in an entirely English system. Users increase productivity and efficiency, more effectively follow up on leads, and companies cooperate on internal referrals. Sansan is centered on business cards, which are a rich source of first-party data, with superb accuracy. With this in mind, we use a proprietary combination of OCR and highly secure human transcription, in harmony with machine learning, to deliver 99.9% accurate digitization. And it's not just English and Japanese – Sansan's intelligent data recognition can read and digitize most of the world's major languages. This business card data serves as the core of a proprietary and shareable database of all contacts that a company acquires. The database grows into a priceless company asset, accessible via web

Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.

Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you’ll have everything you need to accelerate sales. We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free. Every detail about your sales pipelines, right there when you need it and hidden when you don't. See all of your deals in a single, customizable list view. Use filters to find exactly what you’re looking for. Real people, based in the US, and all expert daily users of Pipeline. Our customer care is second to none. Our support is known for picking up in two rings, no phone trees involved. Getting started is easy with personalized onboarding services. We do custom development. If it’s not “out of the box,” just ask. Easy to get started with no setup or hidden costs, and no engineering resources required.

CONTACTfile CRM is your 'contact file'. It serves as your very own CRM solution. Entirely developed in the UK, it caters to contact management for small businesses. With CONTACTfile you'll have CRM tools at your fingertips; you'll be able to keep and find details of your contacts whether at home or work, be reminded to do things, import and export your data, and many other things! Have you ever wanted to find out how to get in touch with someone you know? Of course, you have, but where do you look? Many people will use their phones, and their emailing program, and some will have a pocket full of business cards; this is obviously far from ideal. If you are a contact manager, ask yourself if you could do it better. Would you be able to be more efficient in your work if you had a contact manager program? If the answer is "Yes", then you probably you need a business customer-relationship management (CRM) system!! All businesses that mean business use CRM systems.