Best CRM Software - Page 68
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OpenText CEM
OpenText
Create customers for life with intelligent and connected omnichannel experiences, while optimizing operations. Customer experience management (CEM) is the practice of designing and reacting to customer interactions to meet or exceed their expectations for greater customer satisfaction, loyalty and advocacy. Customer experience management platforms offer a set of solutions to create and deliver omnichannel experiences and track customer interactions throughout their journey. They help organizations collaborate better and execute faster to deliver highly personalized experiences, at scale. OpenText™ Customer Experience Platform empowers Marketing and Line-of-Business teams to augment the current systems of record, such as MRM, CRM and ERP, capabilities to intelligently create, individual experiences for true data driven omnichannel experiences at scale. -
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Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
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Zipline
Zipline
Bring your brand to life in stores. Streamline communications and task management to align your teams, boost store execution, and create a seamless customer journey. Execution usually breaks down because communication breaks down. And yet most brands still manage their fleet of stores through endless email, countless documents, and antiquated technology. -
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Affinity
Affinity.co
Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry. -
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Mobivity
Mobivity
Mobivity takes guest loyalty and engagement to a new level by applying big data technologies proven to increase guest frequency and spend. We help brick and mortar businesses thrive in an always online world. The Recurrency platform helps brands drive customer frequency and spend by motivating employees and customers alike. Create and monitor campaigns that grow your business, and increase average customer frequency by more than 7x. Each transaction is a chance to create another, and targeted print campaigns can drive average customer spend by more than 40%. Giving the right motivation to employees at the point-of-sale can increase weekly revenue by as much as 10%. Mobivity’s Recurrency platform is designed to help business owners increase customer frequency, spend, and loyalty through the use of data-driven insights. -
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Tier1 Financial Solutions
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic. -
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SocialToaster
SocialToaster
SocialToaster Enterprise delivers your existing marketing content directly to your ambassadors, breaking through the ad clutter so they’re more likely to see it, engage with it, and share it with their friends. SocialToaster Enterprise is your 24/7 content marketing assistant, actively curating your existing digital marketing content and sending it straight to the email inbox of your supporters, collectively activating them automatically. SocialToaster’s industry-leading platform combines artificial intelligence, an intuitive and streamlined sharing process, and a variety of rich features to meet an array of social marketing, communication, and engagement objectives for nearly every industry. -
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AwareX
AwareX
Engage with your customers over any digital channel. You win by cutting costs, increasing revenues and boosting customer satisfaction. Our company believes that contextual awareness is critical to providing the best consumer digital engagement. Service Providers are able to identify, offer and deploy relevant new services to consumer segments. Our platform can then deliver a multi-pronged engagement: Self-service, new product selection and payment, push notifications within an app, links to specific promotions or directions to the nearest store location. This closed loop interaction not only presents data in a meaningful and actionable way for a consumer but helps service providers maximize overall wallet share. AwareX is a 100% pure software as a service product offering. It is delivered from the Cloud and provides 365 day, 24 hour customer engagement for a wide range of optimized customer journeys. -
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MATRIXX Digital Commerce
MATRIXX Software
Tools for packaging, promoting and selling digital services through mobile and other channels at all touchpoints of the customer buying journey. Real-time charging, control and management of circuit-switched and IP-based services, delivering a single source of truth for customer transactions. Rapid service design, on-demand customer engagement, agile product delivery, and real-time monetization. MATRIXX Digital Commerce, The modern digital technology you need to give your customers what they want. MATRIXX is the only solution architected with the resilience and performance of a network function and designed with the configurability of an IT application. Break down the silos between network & IT and set your business to hyper-scale. Click-not-code philosophy puts control of business logic in business hands. RESTful APIs for seamless integration with all business operations. -
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OnCourse CRM
Zibtek
Sales Automation, Email and SMS sequences and calling all in one powerful CRM. OnCourse is an integrated set of tools built from the ground up to help you: Save money on your sales tool kit, Accelerate your sales efforts with powerful automation, Drive an insane increase in your teams productivity. Send personalized SMS messages from within the application or schedule messages to send at a later time or within a sequence. Create a predictable pipeline with automated insights into what works. Activity tracking & reporting, recorded calls, team member segmentation reply tracking and more. To help save you time, we can migrate all of your data into OnCourse. We can even scrub your data to make sure it’s clean and ready for import, removing pesky duplicates to help your team get started on the right foot. OnCourse is more than just a CRM – with our Sales Automation Platform, you get a recipe for success. -
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Sparq
Alida
Sparq is a customer insights platform that uncovers actionable earned data. This relationship-based approach progressively profiles the customer at every interaction producing richer customer insights. Customer attributes like motivation, preference, and beliefs are translated into actionable data points. Deeper insights deliver value and improve customer acquisition, retention, and customer satisfaction. Progressive profiling delivers customer insights that can’t be obtained anywhere else. Sparq offers customers the best source of continuously updated insights about customer preferences, priorities, and buying behaviors, obtained with consent. Each Vision Critical customer is assigned a Customer Success Manager who provides guidance on best practices for recruitment and engagement developed over almost 20 years in the customer insights business. -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
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Alterian
Alterian
Customers define their own journey. Alterian’s software easily recognizes and charts the ‘natural’ path as chosen by the customer. It spotlights pivotal ‘break points’ along the journey and ‘moments of truth’ experienced as customers get closer to achieving key goals, maximizing the value of every opportunity for both the customer and the brand. Brands can understand and quantify the effect of each tactical journey, illustrate how it affects continuing interactions, and realize how it impacts their business goals. The platform will learn to make the most efficient enhancements— ever-evolving and optimizing each customer journey. Alterian provides a unified view of the customer’s experience across your digital, offline, direct, and channel interaction points. That real-time dialogue with consumers makes visualizing end-to-end customer journeys possible—tracking critical changes in your customer’s interest at each touchpoint. -
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QuinForce
QuinForce
QuinForce enables B2B marketers to accelerate sales cycles through flexible end-to-end lead generation solutions powered by the right balance between talent and technology. Our in-depth marketing expertise covers complex-sale verticals such as tech/software, SaaS, medical/healthcare, and financial services. Connect with decision-makers that fit your target prospect profile through QuinForce’s secure and verified global database of over 50 million business contacts with granular segmentation capabilities. Engage your prospects with the right mix of voice, email, social, web, and mobile. QuinForce’s customized lead generation programs are built on integrating these 5 channels in a way that best meets your specific marketing requirements. Execute a more intelligent B2B marketing campaign with QuinForce’s strategic marketing automation technology, integrating every aspect of your campaign for unparalleled performance. -
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Onpipeline
Onpipeline Technology
Your sales team needs a better CRM! Onpipeline™ is a great CRM that allows your sales reps to easily manage sales, contacts and activities. They can integrate emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Lead and Deal management software with a simple interface that really helps salespeople! Easy to use and fully customizable to fit your business needs. Marketing automations allow you to save time on recurring tasks. All accounts with unlimited storage, contacts and users. Immediate access. You can get started in 2 minutes or less. You can add new contacts and deals from emails, web forms and our API. Also, you can activate and track 3rd party sources and control their access at anytime. Drag and drop your deals into the next stage! You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team. -
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Vogueboard
Vogueboard
Vogueboard's cloud-based B2B eCommerce platform connects building material suppliers with motivated buyers for increased online visibility, client engagement, and sales opportunities. Vogueboard users have instant access to the tools needed to attract new customers, develop relationships, and digitize the entire B2B sales process for a completely paperless transaction experience. Vogueboard's SaaS technology eliminates the need to download and oversee an inconvenient hardware installation. Automate your sales processes to create building materials pricelist, manage your product data, and process orders to edge out the digital competition. Develop your digital storefront, display your merchandise for customers to view, and quickly purchase, and seize online sales opportunities. Build and manage customer relationships using our intuitive CRM explicitly designed for manufacturers and distributors of building materials. -
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Luminoso
Luminoso Technologies Inc.
Luminoso turns unstructured text data into business-critical insights. Using common-sense artificial intelligence to understand language, we empower organizations to discover, interpret, and act on what people are telling them. Requiring little setup, maintenance, training, or data input, Luminoso combines world-leading natural language understanding technology with a vast knowledge base to learn words from context – like humans do – and accurately analyze text in minutes, not months. Our software provides native support in over a dozen languages, so leaders can explore relationships in data, make sense of feedback, and triage inquiries to drive value, fast. Luminoso is privately held and headquartered in Boston, MA.Starting Price: $1250/month -
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Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
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Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
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Lendware
Lendware
Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place. -
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MLO Shift
MLO Shift
Mortgage professionals that want to manage and convert more leads. MLO Shift is built on ActiveCampaign, a world-class CRM and marketing automation system trusted by over 50,000 businesses. Account includes 2,500 contacts & 25 users. MLO Shift Membership gets you access to our complete library of easy-to-follow, step-by-step video courses to help you get started quickly and get the most out of your investment. Create your own landing pages! Customize a template, or build your own. Pages are fast, easy to edit and mobile-friendly, so you can run campaigns and convert more leads. Automatically drop all of your leads into one system and instantly follow up with email, text and Slybroadcast voicemails, so you can focus your time on running your business. Automatically track and follow-up with your referrals, so you never lose track of another lead, only to find out they ended up working with the competition. -
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retailCRM
retailCRM
See how your team can process orders and requests, automate marketing and analyze results. Orders from all sources are collected into a single list and distributed among operators. Each customer has overall communications history despite the channel. Triggers assign tasks to employees automatically, send messages to customers and change their data. Operators work in a single window mode - it is not necessary to leave CRM for viewing stock balances, issuing invoices, arranging delivery. Collect customer data from all sources in CRM. Make segmentation of the base taking into account this data. Set up automatic rules for increasing repeated sales. Send personalized mailings by segments. Communicate with customers in messengers in CRM interface. View all earlier information about the customers in 2 clicks. Create orders directly in CRM conversations. Check stock availability due to built-in product catalogue. -
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KnowledgeForce
Market Force
Market Force's technology platform for collecting, integrating and visualizing customer experience data. KnowledgeForce® is Market Force’s technology platform for collecting, integrating and visualizing CX data. KnowledgeForce uses the latest big data technologies to consolidate customer experience data from any source—whether collected by Market Force, other vendors, or you. Executives, managers, and franchisees and location-level operators can drill down into particulars for a geography and even down to the location level to identify problem areas and make corrections quickly. KnowledgeForce displays data based on role. Stakeholders can view data across the entire enterprise and quickly drill down into site specific information. Store managers and individual franchisees view data for their specific location and can compare performance at regional or corporate level. We have over 50 standardized reports that can be configured for online or push reporting. -
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Appier AIQUA
Appier
AIQUA is a proactive customer engagement platform that enables you to engage your audience based on their behavior inside and outside of your app or web environment. It helps you leverage AI to increase conversions on marketing owned channels. Drive higher engagement across all devices on all marketing owned channels. Understand and address your audience’s unique requirements the moment they land on your website. Recommend products that your customers are looking for outside of your app and website. Re-engage customers across a wide variety of channels and formats. Leverage AI to preemptively understand your audiences’ interests shown outside of your app and website. Appier's cross screen database maps your users across devices and helps you select the best channel to reach your audience. Engage across mobile app-push notifications, in-app messages, browser-push, SMS, email, messengers and more channels. -
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Simplify360
Simplify360
Experience and build cross channel relationships and delight customers 50M transactions a month, 10M Bot interactions, 500M sites, 15+ key social networks, 5 key instant messengers – one unified digital engagement platform, and CX first! Our mission is to enable every organization on the planet to make their customers happier. Today, 70 of the world’s 100 most valuable brands agree that we are the secret sauce in creating epic customer experiences. Powering millions of conversation across all non-voice channels, SimplySocial allows for superior customer service with full omni-channel context. Powered by machine learning, superior AI both for agents and customer facing, we are at the cutting edge of conversation management. Simplify360 allows you to send responses, replies, publish messages on multiple messaging platforms like WhatsApp, WeChat, Line, Viber and SMS. Simplify360’s conversation cloud is your one-stop-shop for all non-voice customer service. -
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The Avaya Experience Platform is a comprehensive customer experience solution that integrates voice, video, chat, messaging, and more to deliver seamless interactions across all touchpoints. Designed to enhance both customer and employee experiences, it provides agents with real-time customer data in a unified desktop view, enabling personalized and efficient service. The platform supports the management of inbound and outbound communications, connecting customers through their preferred channels while equipping agents with the necessary tools to resolve inquiries effectively. By unifying various communication methods and offering advanced analytics, the Avaya Experience Platform empowers businesses to optimize contact center performance and deliver exceptional customer experiences.
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Hoodys
Hoodys
Hoodys is Hotels Operations optimization and Guest Satisfaction Platform. Hoodys aims at optimization of hotel tasks, increase revenue and safety for guest. Hoteliers can handle hotel operations, tasks effectively and smoothly. With the use of AI technologies and edge computing, Hoodys aims at automating the hospitality industry operations and proving safety for guest. -
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AFAS Software
AFAS Software
One solution for your entire organization. One software application to streamline all your administrative processes. Our software enables you to optimize the information and communication streams in your organization. To enhance the effectiveness and efficiency of your company. Our software was made with flexibility in mind. It can be completely adapted to fit the needs of your company and your sector without expensive custom-made software! Looking for software that is available anywhere and any time on any device? Our cloud solution allows you to access all your business data whenever and wherever you want. -
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SundaySky
SundaySky
SundaySky is an enterprise video platform designed to help organizations create personalized, on-brand videos at scale. Its Amplify solution automates the production of tailored video content using customer data, dramatically reducing manual effort while ensuring each viewer receives a unique experience. Teams can personalize scenes, scripts, visuals, and CTAs to match individual preferences, behaviors, or lifecycle stages. With integrations into Salesforce, Adobe, CMS, LMS, and other enterprise tools, SundaySky seamlessly embeds video into campaigns, journeys, and workflows. The platform empowers teams to move fast without sacrificing brand control, thanks to approved templates, brand-safe assets, and flexible creative options. Trusted by leading brands, SundaySky has delivered measurable results including 86% faster production times, 85% higher view rates, and a 10X return on investment.
