Page 12 | Best CRM Software with a Free Trial - February 2025 Reviews & Comparison

Giftbit

Giftbit is a user-friendly software platform that allows you to buy, send & track digital gift cards for your rewards and incentives programs. We offer a web application and an API, dedicated customer support, stats on user behavior and delivery. Deliver your offers via email, text or by offering an in-app marketplace. Automate gift card sending with our Gift Card API integration or connect via Zapier. Use Giftbit for your marketing incentives, employee rewards, customer loyalty and referral programs, and research disbursements and incentives. Sign up for free today! No minimums, no subscriptions. Pay face-value of the cards you send and get 50% back on unclaimed offers.

Starting Price: Free

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cux.io

CUX is a Digital Experience Analytics tool, helping companies save up to 5x time on analytics and drawing valuable conclusions. We eliminate data overload with a laser focus on user problems, frustrations, and all bottlenecks that can prevent them from using online channels to buy product and services. CUX is a comprehensive, user-focused analytics tool that provides instant behavioral insights. ✔ Goal-oriented Analytics: CUX automatically selects ONLY the data that is relevant to individual business goals. ✔ Qualitative and Quantitative Assessments provided by one tool. ✔ Knowledge: We support users with trainings, onboarding, mentoring, audits and monthly recommendations. ✔ AIocado: our very own AI-analytics concierge will show you precisely the reasons for your conversion drops, places of users' frustration, recommendations and more. We cooperate with the Innovation, Marketing, Product, and E-com departments within the companies.

Starting Price: €79 per month

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Evolv Al

Evolv Al powers intelligent experiences that enable organizations to learn valuable insights from every session and improve conversions continuously. Easy to implement and integrate with any tech stack, Evolv AI produces exponential results. Our AI-powered platform uses innovative tools to scale the number of experiences delivered, automate the process of identifying the best experiences across the customer journey, and personalize each visitor’s sessions. Utilizing a proprietary machine learning engine and client visitor data, Evolv AI delivers on digital growth goals at a velocity that takes conversion optimization and personalization to an entirely new level. Why just A/B test when you can Evolv?

Starting Price: $0/Year

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ProTracker Advantage

ProTracker Software

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

Starting Price: $895/user/year/1,000 RMDs

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Pelcro

Pelcro Inc

Pelcro is an all-in-one Subscription & Membership Management Platform. A comprehensive and self-serve platform with no code required but has all of the development tools to provide ultimate flexibility. Top Pelcro Features: - Easily create subscriptions and e-commerce products in one place - Easily create metered paywalls, choose which content or features should go behind a paywall -Use advanced targeting to personalize the language and currency based on your user's location - Create and customize the user experience based on your brand - Fast check-out experience with Google Pay, Apple Pay, and PayPal -Manage users from the CRM or let them make changes from their self-serve dashboard -Customize and automate the payment journey, pricing models, and user flow based on your preferences - Export Analytics Reports including Gross Revenue, New Subscriptions - We offer 24/7 technical support Visit Pelcro.com to start for free or request a demo.

Starting Price: Free Version

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Fonn

Fonn Construction

Fonn is the new way to manage your construction projects. We have moved drawing storage, documents, progress tracking, on site communication and off site monitoring to one platform. With an easy to use field tool and easy to understand office tool in one place, your job site will be more productive and your office will be more informed. Stop using multiple tools to manage your job site. Start using Fonn. And take your job site from chaos to control.

Starting Price: $149 / mo

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Reeview

Reeview uses the power of behavioural psychology to help business owners generate more online reviews from their customers at a scale never seen before. Businesses can easily build a constant stream of positive reviews using the power of sms, email and automation, leading to a stronger reputation, higher ranking and more sales. Online reviews provide your business with visibility and credibility. Reviews help your business appear in front of your potential customers on search engines and help them choose you over your competitors.

Starting Price: $49 per month

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urLive

The urLive cloud service makes it easy for your customers to make live, high-definition video calls to your team. A single click on an endlessly reusable URL that can be shared anywhere – known as an Infinity Link™ – instantly starts a secure, private call with your designated team. No download, install, account creation, or password required. Unlike teleconferencing services, urLive allows your team to answer multiple, simultaneous inbound video calls from the same link. Calls are automatically routed and queued to your staff or even specific individuals based on a set of rules, such as expertise, skills, and availability. Once a call is answered it can be manually routed and shared through Attended Call Transfer. The service includes an option for customers to schedule calls. urLive is a no-code deployment service. It is configured, managed, and supported through a straightforward web portal. Strengthen engagement with customer-initiated live video calls.

Starting Price: $450 per month

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PHP CRM

PHP CRM is a web-based CRM software that facilitates you to manage leads, customers, proposals, estimates, invoices, items, taxes, staff, messaging and other important features. PHP CRM is a web based self hosted CRM software system. Below are main features of PHP CRM =>Staff (Users) and Role Management => Lead Management System =>Opportunity Management System =>Customer Management System =>Appointment Management System =>Call Follow-up History =>Files Management System =>Quote Management System =>Invoice Billing Management System =>Expense Management System =>Inventory Management System =>User Management System =>Customer Help Desk System =>Accounting Report =>GST Tax Management System =>Twilio and Textlocal SMS Gateway Integration => Restful API & IP Security =>SMTP email integration PHP CRM is 100% customizable CRM Software.

Starting Price: $3 P/M Unlimited Users

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Breezit

Running an event business is both exciting and exhausting. Numerous follow-up reminders, scattered customer data, and back-and-forth emails can really take the fun out of the process. Breezit helps bring the fun back by offering a broad set of tools tailored specifically for small businesses and sole traders in the event industry. Create your service profile in a couple of minutes and get everything you need to operate and grow your business: - A clean, SEO optimized listing - your clients will feel like shopping online - A shearable booking link to share on socials or integrate into the website - A CRM for bookings, created specifically for your needs - A calendar with dynamic pricing, where you can adapt your pricing for offseason or weekdays - Contract signing - Secure payment collection straight to your bank account - Review management tools - Passive income from referring partners and demand generation tools (coming soon) Start your free trial now

Starting Price: $20/month/user

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Rolldog

Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from lead to close that really sets us apart. Rolldog has an objective approach to how Lead and Opportunity Management should be handled. With Rolldog, we can control the settings to configure the criteria in which leads are qualified and ranked, specifically to your sales process. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.

Starting Price: $39 per user per month

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NextStage

Automate the busy work of business development so you can focus on PWin-enhancing activity. NextStage is the one-stop shop for market intelligence, task order management, capture, and proposal workflows. Search government contract opportunities from SAM.gov, FPDS, and GovWin. Manage government contract vehicle task orders from GSA eBuy and CIO-SP3. Add opportunities to the pipeline in a single click. Get notified of new opportunities with saved searches. Execute capture without spreadsheets, slide decks, and manual data entry. Track key data points about your opportunity. NextStage syncs your data with Sam.gov, eBuy, GovWin, and more. Shipley-ready pipeline and opportunity management built for your workflow. Efficient communication between BD, proposal, and executive teams in a single place. Create an accurate timeline of key milestones. Create revenue projections designed for GovCon. Customizable dashboard to track metrics that matter.

Starting Price: $3,000 per year

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Dex

Dex is a personal CRM that reminds you to keep in touch with people you would otherwise forget. Bring together LinkedIn, email, calendar, and contacts to build stronger relationships. Dex brings together LinkedIn, email, and all your daily tools. Keep in touch, remember where you left off, and see everyone you know. Manually keeping track of who you've met takes time you don't have. You're wasting time copying and pasting. It's even harder to keep your contacts up-to-date. Dex lets you connect to LinkedIn and other sources in minutes. New job titles will be synced automatically. Spend less time on data entry and focus on what matters — building relationships. Dealing with heavy, complicated systems like Salesforce is overkill for keeping in touch. Your relationships don’t belong in a sales CRM. Spend less time navigating menus and seamlessly pick up where you left off. Dex will let you know when your connections change their title, providing the perfect opportunity to reach out.

Starting Price: $12 per month

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RepCard

RepCard is an all-in-one digital business card solution that empowers sales professionals with a suite of powerful features. With RepCard, you can send your business card to potential clients with ease, receive notifications when they engage with your card, and follow up with leads efficiently. Moreover, RepCard provides a range of advanced capabilities that can help you enhance your sales performance and achieve your goals with greater ease. - Easy card sending to prospects, customers, and partners - Real-time Smart Notifications to track interactions with your card and follow up accordingly - Enhanced lead follow-up capabilities to help you convert prospects into customers - Personalized video introductions to differentiate yourself from the competition - Customizable calls-to-action to drive engagement and conversion - Advanced sales analytics to help you optimize your sales strategy and improve your results

Starting Price: $20/user per month

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HaloCRM

HaloCRM is omnichannel customer service software, designed for teams looking to drive greater efficiency when handling customer inquiries. HaloCRM offers an intuitive platform for customer-facing teams to manage conversations from any channel. The platform will ingest customer conversations from Twitter, Facebook, Facebook Messenger, email, SMS, chat, phone calls, and more, eliminating the possibility of missed inquiries, and improving customer satisfaction by opening more channels of communication. HaloCRM lets you provide support anywhere, keeping customers happy and connected through email, text, chat, voice, and more. With powerful out-of-the-box workflows and easy drag-and-drop configuration, HaloCRM can handle it all. HaloCRM will make it easier to prioritize and respond to customers with one unified support desk, complete with customer context built-in to facilitate better conversation tracking.

Starting Price: £59 per user per month

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Findentity

Thax Software GmbH

Findentity - efficient document, customer, task and dictation management Future-proof office management - that's exactly what Findentity offers you. Modular in design, the software can be conveniently adapted to the requirements of your company or organization. The basic module (Findentity) of the software includes powerful data management and professional user management. You can easily create profiles for customers, clients, files, books and any objects. A universal interface is available so that you can synchronize data with third-party programs - e.g. SAP, MS Office, DATEV, law firm software such as RA-Micro, AnNoText, and others, medical software such as CGM M1, MediStar, and others. » Document Management System (DMS) & Customer Relationship Management CRM) » dictation & speech recognition » RFID & Barcode With over 40,000 licenses sold and many thousands of dictation technology devices and headsets sold, Thax Software is one of the leading providers in Germany.

Starting Price: starting from €25 EUR p. m.

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Chakra Sales CRM

ChakraHQ

Chakra Sales CRM is software tailored to the needs of SMB teams for sales pipeline management and marketing automation activities. Chakra Sales CRM is an easy-to-use tool with an intuitive interface driving higher adoption with a steep learning curve. Teams can quickly set up the solution by integrating lead generation sources, connecting email and telephony apps, creating a custom sales pipeline, and setting up basic reporting with Chakra report builder. Admins can further configure advanced customizations in page layout, build sales workflows, adding integrations to connect Calendar, WhatsApp Cloud API, other internal apps, or 3rd party tools. Task workflow management, reminders, and notifications can be configured to organize sales management for users. Chakra sales CRM is used by 8000+ users across 150 organizations for various use cases in sales, marketing automation, support, and customer workflows

Starting Price: $19.90/month/user

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Promoter Ninja

Hoshinplan Strategy

Send Net Promoter Score (NPS) surveys to customers and collect feedback with Promoter Ninja for NPS, an NPS email survey platform. Promoter Ninja for NPS enables users to create segmented analysis with just one interaction. Promoter Ninja for NPS enables users to send NPS surveys in multiple languages.

Starting Price: $10.00/month

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Builder Prime

Builder Prime, a customer and project management solution, assists contractors to save time, earn more money, and win more jobs. Contractors can manage their leads and all of their interactions with Builder Prime's Customer Relationship Management feature. Builder Prime enables contractors to monitor and track all of their projects from anywhere and any device with the Project Management feature. Clients can also access Builder Prime via the Client Console feature for eSigning of contracts, viewing and paying of invoices, and submitting new work requests.

Starting Price: $149.00/month

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DealerCenter

Nowcom Corporation

DealerCenter is the most trusted and innovative Dealer Management System (DMS) on the market for independent dealers. DealerCenter offers comprehensive inventory management, BHPH portfolio management, CRM, QuickBooks Accounting integration, NADA, KBB, Black Book, Manheim MMR, AutoCheck, Carfax, Experian Credit Reports, Equifax credit reports, TransUnion credit reports , and so much more! To sign up for a DealerCenter account and gain access to the mobile app, please sign up for an account at DealerCenter.com.

Starting Price: $60.00/month

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Smarty

Smarty Software

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.

Starting Price: $13.00/month/user

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Azurepath

Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.

Starting Price: $14.95/month/user

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Corecon

Corecon Technologies

Corecon’s cloud based software suite helps engineering and construction firms manage their projects more efficiently. The software helps people with different roles and responsibilities work together regardless if they are at the office or jobsite. The software suite includes modules for estimating, vendor bid management, contract administration, procurement, time tracking, correspondence, documentation, and scheduling. Being cloud based, contracting firms will have the ability to access their project information anytime anywhere and make quick and informed decisions. With its built-in wizards that automate complex tasks or comprehensive executive dashboards to analyze project budgets, Corecon provides cutting-edge technology to maximize the profitability of one’s projects and make all departments work more efficiently.

Starting Price: $10-20/user/month

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VeriShow

HBR Labs

VeriShow by HBR Labs is an intuitive agent dashboard that is combined with an easy-to-use customer interface that induces a high level of customer satisfaction for clients. Specialize in personal engagement co-browsing solutions that enable customer services agents to interact with customers in real-time efficiently, versus the traditional 'please hold' approach. Verishow also integrates seamlessly with 3rd-party favorite brands and provides users with tools that include Contact, Content, Document, Goals & Quota, and Lead managing. By far the best solution to understand how to interact with visitors to your website, to capture more opportunities.

Starting Price: $39.00/month

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Helprace

Create powerful teams and happy customers with Helprace. Helprace is a simple helpdesk software for customer support, offering integrated tools to deliver top-notch customer service. These include ticketing and email management, customer community, feedback, documents and knowledge base.

Starting Price: $9.00/month/user

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Blitz

Double A Solutions

Developed by Double A Solutions, Blitz is a web-based sales management software for automating sales and marketing follow-up activities. Blitz enables sales teams across a wide range of industries to plan their sales follow-up activities, execute the plan, and evaluate their sales followup execution. The platform is accessible on any device, anytime, and integrates with leading sales, marketing, and other business systems via APIs.

Starting Price: $28.75/month/user

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ReviewTrackers

Reviews allow you to see your business through the eyes of future customers. They show where you’re losing local market share, how your business measures against the competition, and what you need to do to create a more authentic connection with your customers. At ReviewTrackers, we’re dedicated to building simple, helpful technology that bridges the gap between the brand and the customer. Our software empowers businesses to understand their customers better, build more trust, and find the insights that move their business forward.

Starting Price: $69/location

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Accelo

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.

Starting Price: $24 / User / Product / Month

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Ricochet360

Ricochet360 is an all-in-one dialer, CRM, and marketing automation platform for enterprises call centers, and sales and customer service teams. Ricochet360 enables teams to call leads and close deals much faster; manage all prospects, calls, and emails; route and track inbound phone calls; and streamline time-consuming marketing and sales tasks all from one platform. The solution is also highly customizable to fit a team's specific needs and budget.

Starting Price: $100.00/month/user

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Nickelled

Turn new users into engaged customers with Nickelled, a user onboarding software designed to make product tours easy. With Nickelled, businesses of all types and sizes can quickly create code-free walkthroughs that onboard and convert every user. The solution offers an easy to use plugin for making guides on any website, analytics to track how people use guides, integrations with leading live chat, helpdesk, and email solutions, and so much more.

Starting Price: $199.99/month

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Best CRM Software with a Free Trial - Page 12

Compare the Top CRM Software with a Free Trial as of February 2025 - Page 12

Giftbit

cux.io

Evolv Al

ProTracker Advantage

Pelcro

Fonn

Reeview

urLive

PHP CRM

Breezit

Rolldog

NextStage

Dex

RepCard

HaloCRM

Findentity

Chakra Sales CRM

Promoter Ninja

Builder Prime

DealerCenter

Smarty

Azurepath

Corecon

VeriShow

Helprace

Blitz

ReviewTrackers

Accelo

Ricochet360

Nickelled

Best CRM Software with a Free Trial - Page 12

Compare the Top CRM Software with a Free Trial as of February 2025 - Page 12

Giftbit

cux.io

Evolv Al

ProTracker Advantage

Pelcro

Fonn

Reeview

urLive

PHP CRM

Breezit

Rolldog

NextStage

Dex

RepCard

HaloCRM

Findentity

Chakra Sales CRM

Promoter Ninja

Builder Prime

DealerCenter

Smarty

Azurepath

Corecon

VeriShow

Helprace

Blitz

ReviewTrackers

Accelo

Ricochet360

Nickelled

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