Best CRM Software with a Free Trial - Page 14

Experiential marketing is the fastest way to turn visitors into customers, and customers into super-fans. It’s traditional marketing on steroids. Imagine if there was a way to get real-time insights that would allow you to attract, convert, and retention more customers—and grow your business in ways you never thought possible. With TRACX, there is. Our no-code marketing tools allow you to harness the power of feedback to grow your business. Get valuable insights, discover trends, and see what the people closest to your business really want from you—all from a single dashboard.

Hosted knowledge base software to create a public or private knowledge base. Create an awesome support center. Generate a beautiful FAQ & help site in minutes. Your users deserve it. HelpSite gives you… A support site with your FAQs and knowledge base. It's beautiful, mobile-friendly, and searchable so your customers can find answers fast. A smart contact form that auto-suggests articles as someone types their message. Users get their questions answered faster and support agents save time. A super easy-to-use admin interface to create knowledge base articles with ease. Populate your help site with answers to common questions and other helpful information. Our hosted knowledge base software takes care of the rest.

Contractors Cloud is a CRM cloud-based CRM software tool that consolidates and automates all of the things you do with your business such as sales, admin, production. From lead tracking to paying commissions and everything in between, we’ll be there every step of the way.

That means we work hard to acquire more contacts, close more deals, hire more employees, and develop more products. But a growing business is also a challenging business because as you grow so does the amount of data that needs to be connected, organized, and distributed to a large number of people in a variety of departments. Contacts that could have been opportunities are forgotten. Information gets lost. Miscommunication happens. Processes slow down. Customers and employees get frustrated. Put an end to lost documents by effortlessly attaching them to clients, opportunities, events, etc. Store and organize your emails in the HyperTeam CRM by adding them directly from your Outlook account. Boost collaboration and avoid miscommunication by quickly assigning tasks and subtasks directly from the system.

Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale. Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.

Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.

Open CRM does everything that our rivals do, for a fraction of the cost: manage your sales, customers, contacts, finances, events, projects and tickets, wherever you are, whenever you want. Plus, you can access all of our features no matter what your budget. No hidden fees; no surprise paywalls for stuff you thought was included. In Open CRM, you have all the tools you need to run your business from a single system. From your Sales Process to Customer Service right through to your Email Marketing, it’s all right here at your fingertips. Track leads from start to finish – and at every stage between – with Open CRM’s complete sales management features. You want your support team to have the tools they need to provide great customer service. And that’s why we’ve created a fully-featured Customer Service module within Open CRM.

As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.

Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to display deals separated by probability, stage, expected close date range, amount, and more. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work.

Reflect CRM Software - Customer Relationship Management & Business Customer Database Software. Increase sales and customer retention with Reflect CRM database solution. Track accounts, contacts, leads, meetings, things to do, events, notes, phone calls, and the status of your sales pipeline. Reflect supports multiple users, multiple businesses, and web access mode. With Reflect, CRM Software, data filtering and reporting is easy.

Easy Simple CRM was created and launched in 2013 after a gap in the market was identified for a basic, elegant CRM system without unnecessary complexity. Based in London, UK; Easy Simple CRM was set up and is run by a small team of dedicated professionals. We also build custom CRMs tailored exactly to your business. Contact us to discuss. Simple and intuitive to use. Our easy-to-use interface makes creating and managing your contacts a breeze. Save contact details, create a to-do list, and send forms. The essential data & features are accessible by your employees wherever they are. Export your data to Excel at anytime. Your data is yours, get it in Excel format at the click of a button. Take the worry and expense out of managing your own CRM hardware. Unlike other CRM platforms, with easy simple CRM you can create as many contacts as you like.

If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.

The NationBuilder platform powers thousands of campaign, advocacy, and fundraising initiatives around the world. Engage your supporters, volunteers, and donors when it matters most using one intuitive system. This includes a fully integrated website and supporter database, streamlined fundraising, and advanced email and texting. Bring your supporters to life with dynamic profiles that update with every interaction. Trusted by more than 9,000 customers in 112 countries.

SalesTracker is simple ready to use sales lead management software to manage leads & its follow-up. Managing leads in excel or spreadsheets has its own limitations such as lack of centralized management and lesser control over data as it is scattered across different folders, workstations, branches, or even geographical locations. It is difficult to collaborate, generate reports, analytics etc since the information is managed individually by stakeholders or managers. With SalesTracker you can centrally and systematically manage lead data. It has a simple intuitive & work flow interface that enables you to focus on the actionable leads for quicker and timely actions, you can not only manage you leads but also multiple follow-ups, track stages capture regions, create quotations & more. It has all the essential features to efficiently manage lead & generate more closures thus improve productivity.

SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.

Save time, automate repetitive tasks, and increase profitability with software from eComEngine. We proudly support some of the world’s largest merchants with our reliable Amazon seller tools. Whether you're just getting started with selling on Amazon or running a warehouse with multiple employees, eComEngine has the tools you need to operate and grow your Amazon business. Increase your presence on Amazon with reviews, feedbacks, and ratings. Build and protect your business while staying compliant with Amazon's policies. We created FeedbackFive® to solve one simple problem, automating Amazon feedback and review requests. Automated review requests get the results you need without the time commitment. Monitor ASINs to get review updates and identify trends without constantly checking your listings. Get email or text alerts for your Amazon feedback and reviews so you can take action quickly when needed. If a buyer is unhappy, you'll know right away.

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

Opiniator’s digital comment card provides a customer feedback and recovery platform for brick and mortar businesses. The digital comment card system captures on-the-spot ratings, comments and feedback from real customers using their own mobile phone – at any time throughout their experience, then tracks the issues until resolution. The digital comment card means the business can respond before they take their business elsewhere, or worse, take their friends with them. Track customer issues and all staff actions until they are resolved. Reduce unexpected online complaints, too late for the business to intervene. Unhappy customers are contacted immediately, recovered and retained. Find and fix HSE or maintenance issues before they impact customers. Business sees feedback via a dashboard, receives immediate staff alerts, and takes action. Business responds to issue, tracks all actions until completion, and recovers customers.

Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime. Manage your sales pipeline, stay on top of employee activities, and close more deals. Track your sales and easily convert them into invoices to get paid quickly! Our mission is to reserve no effort to help our clients and their businesses to thrive and be successful. Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.

The Stock-Aware CRM & eCommerce platform that’s perfect for Wholesalers, Distributors and Manufacturers. Sell more in less time, every time. Be a Prospect Hero. What is Stock-Aware CRM? Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM is different. Prospect is a new type of Stock-Aware CRM that's specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products B2B. Prospect integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales and maximise profits. Prospect combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking.

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.

Contractor's Office is an advanced, easy-to-use estimating software that includes features such as professional CRM (customer relationship management), bid management, quotation, invoicing, job tracking, accounting and job scheduling. This out-of-the-box solution comes with localized, accurate residential/commercial cost database, pre-defined and customizable templates, job costing and budget-to-actual control tools, and external interfaces with other software. PrioSoft has sold over 5,700 systems to construction professionals. We have found that customers choose our software because of its quality performance, accurate cost databases, its variety of quotation and invoice formats (including AIA), ease of use, and customer support.

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.

Grow your sales through word-of-mouth marketing! Reward your customers for referrals and watch the sales and shares roll in. ReferralCandy connects instantly with popular ecommerce platforms (Shopify, WooCommerce, BigCommerce, Magento) or choose custom API and advanced integrations. ReferralCandy also integrates with other marketing tools such as AdRoll, Mailchimp, Google Analytics, ReCharge, Fomo or Chargebee and many others.

For more than 22 years, UDA Technologies has been the leading provider of desktop, web, and mobile solutions for construction estimating, scheduling, CRM, and project management. As business needs and software preferences across the industry continue to evolve, UDA reports that construction pros are choosing UDA’s web-based solution - ConstructionOnline™ - as their preferred project management solution 50 to 1 over desktop solutions like ConstructionSuite™ 13. Accordingly, UDA has announced that ConstructionSuite™ will likely be phased out in the coming year(s). Since the launch of ConstructionSuite™ in 2007, each new version has empowered construction pros with powerful desktop tools for construction estimating, scheduling, job costing, contracts, documents, and more - and ConstructionOnline™ carries on this outstanding legacy of success, with even more advanced tools and exclusive features. ConstructionOnline™ currently serves nearly 900,000 construction pros worldwide.

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.

A cloud based, multi-user Dealer Management System with a CRM to track customers, Vendor Database, Inventory Management to track costs and revenues by unit, Integrated Website, Multi-Location interface, Customer Bill of Sale printing, data exports to third party websites, State and DMV form printing, multi report options, mobile ready and more. Our advanced system features, ease of use and flexible pricing structures are perfectly suited for dealerships of every size, industry and specialization. One of our primary advantages that makes us different than other DMS solutions is our ability to customize and custom-develop functions and features specific for your dealership. Contact us today to see why DMS Complete is the perfect solution for your business. Multiple categories (New and Used Cars, Marine, Agriculture, Motorsports, and RVs). Mobile management, add inventory and pictures from your mobile device.

ContactPigeon is an all-in-one eCommerce marketing automation platform that helps enterprises engage, nurture and convert their website visitors to customers, via an omnichannel approach. The platform offers proven eCommerce automation, contact management, list segmentation, easy drag and drop email campaign generator and all the necessary tools an enterprise needs to massively scale up across multiple channels - emails, web, SMS & push notifications. ContactPigeon has more than 250 enterprise customers in the US and Europe. TNW, Fortune, smartinsights.com, and smallbizdaily have featured ContactPigeon in the past. Resolve your customers’ issues instantly with pre-determined conversations that will kick off the conversation. Promote your brand with efficient, AI-generated predictions based on previous visitor behavior. Trigger custom-made messages to nurture or to follow up with your visitors.

SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, Google News friendly blog system and Shopping Cart. It also hooks into SeoSamba Marketing Operating System and let you deploy in one click call tracking and multi-sites activity tracking, as well as accessing advanced marketing features. SeoToaster CRM Ultimate mobile app let you connect to any number of both cloud and on-premise CRM installs. No need to log in and out to another app. Access all your contacts, drive to their location, send text messages, emails, place calls, but also add notes or look at open opportunities and understand where they sit in your sales cycle - All from the palm of your hands. Inbound calls create automatically contacts in your CRM before leaving notes with a recording of your call.