Best CRM Software with a Free Trial - Page 19
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Compare the Top CRM Software with a Free Trial as of November 2024 - Page 19
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1
Bizns Tool
Bizns
Bizns Tool Software best fits for list of specialty trade contractors like Electrician, Foundation and structure, Steel Structural, Framing, Masonry, Glass and Glazing and much more. Requesting bids and managing proposals is overwhelming if done using emails. Bizns Tools for construction subcontractors helps organize and participate in the projects. With Bizns Tool, creating quotes for bid invites has been made seamless. It makes it easy to keep the project managers and general contractors up to date. All charges, be it the Initial Approval Estimate or ongoing approved change orders. Bizns Tool gives a clear picture of the charges of the project. This is where Bizns Tool stands out. Simple yet powerful, it allows you to manage daily project tasks and resource scheduling.You never have to worry about missing payments again. With Bizns Tool, it enables you to keep track of project invoices and payments.Starting Price: $28 per user per month -
2
Goodays
Goodays
Our customer experience management platform, adopted by over 150 companies worldwide, offers a unique approach that enables companies to optimize customer satisfaction and loyalty, boost performance and achieve their growth objectives. Implement 360° listening with an evaluation of the customer experience across all your touchpoints: in your physical locations, on your website, or during interactions with your customer service. Strengthen your measurement by diversifying your collection channels, while maximizing review volumes thanks to our surveys designed for conversion. -
3
Intrix CRM
INTERA
A detailed overview of the client, customers and all contact persons in one place will save you and your colleagues time. By effectively monitoring and closing sales opportunities, you will increase the number of successfully completed jobs. The calendar and planner provides you with a transparent 360 ° overview of the meetings, their minutes, but also the plan of weekly activities of the sales team members. Intrix CRM provides a 360 ° view of customers and an overview of all sales activities in one place. For each client, you can monitor all important information, which is recorded by you or your colleagues. Your employees will establish excellent business relationships with customers because all the key information is always at hand. Intrix CRM includes the integration of available data from Bisnode. In addition to contact information, you can get the contact and financial information of the desired company for Croatia, Slovenia, Bosnia and Herzegovina and Serbia with one click. -
4
Outseta
Outseta
Build your subscription business. From SaaS products to membership sites, Outseta gives creators all the tools they need to launch and grow remarkably efficient subscription businesses. Start-ups are hard enough as it is. You end up writing a significant amount of code that’s not your core product and you integrate a handful of software tools. You’re logging into your CRM for sales, your help desk for customer service, and Stripe every time you want to change your pricing. Context on the customer is invariably lost and incomplete. But when you launch your start-up with Outseta, you’re able to get your product to market faster. You manage your entire business from behind the same login, your team is aligned, and you can easily see the big picture. A sense of calm washes over you—that’s what far less technical and financial overhead feels like.Starting Price: $99 per month -
5
HaystackCRM
HaystackCRM
HaystackCRM is a CRM that works for you where you are and where you are going. Customer relationship management built with small business in mind, designed for the highly mobile professional. HaystackCRM is the easiest to use CRM available, flexible to keep you connected to your customers and leads anywhere, anytime. We developed a CRM to use on your web browser or as an app. We thought of your business needs with a mobile CRM for small businesses so you can maximize your time in a mobile-first world. A native mobile app to use as a business tool. Fully manage your small business and operate all features of your CRM on any device. HaystackCRM gives you access to your customers and contacts as a mobile CRM so you stay connected. Contact management is linked with your sales pipeline so you build connections with your CRM. Not only can you track the status of your sale, but you can also generate a quote. Add a product catalog of items or services.Starting Price: $29 per month -
6
UGRU
UGRU
Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.Starting Price: $59 per month -
7
Crik-IT
Crik-IT
Your reps and customers can serve themselves. Reps can look up customer info, run up-to-date reports, record leads, and more. Customers can reprint an invoice, track a shipment, submit an order, all when it's convenient for them. Our systems are hosted by Microsoft Azure & HostDime data centers. We use full SSL encryption and our data centers are PCI and SOC 2 Type 2 certified. Updated info from your ERP system automatically syncs to the Crik-IT portal every 30 minutes. Anytime, anywhere access to browser-based info, order entry, and more via desktop or mobile devices. We use the Stripe credit card processing engine to allow your customers to securely pay invoices and/or submit payment when submitting orders. Let your B2B customers and reps do your data entry. Orders submitted via Crik-IT can go into your order system automatically.Starting Price: $29 per month -
8
edrone
edrone
AI-powered CRM for eCommerce. Step up to the AI-powered CRM build for eCommerce. Turn your store into a sales machine with edrone. Achieve instant ROI with advanced Marketing Automation tools. Data is the driving force behind modern eCommerce. Use it to take your operation to new heights. Learn more about every visitor to your store. Turn that information into a customized experience and offers tailored to their tastes. edrone’s built-in flexibility allows you to create any automation path to meet your store’s specific needs, but to make things easier we included a menu of some of the most common scenarios designed to improve your conversion rate and increase your store’s sales.Starting Price: $100.00/month -
9
Retently
Retently
NPS Software designed for your business. Send a single question Net Promoter Score® survey and start collecting, analyzing and acting on the received customer feedback. Our automated survey platform will help you acquire higher response rates, actionable customer feedback and maximum business growth. Run multiple campaigns to survey different audience segments based on pre-defined schedules or events triggered in another app. Combine email and in-app templates to reach your customers on the channels they're most likely to engage with your surveys. Customize the survey templates’ styling and language, and personalize the follow-up question based on the provided feedback. Ensure a greater response rate by using your domain, A/B testing subject lines and having your audience checked for deliverability. View all the surveys that were sent to your audience and keep track of the ones scheduled for delivery. Easily automate various processes and create custom scenarios by using workflows.Starting Price: $39 per month -
10
Gro CRM
Gro Software
Our Apple only CRM was made for small businesses and teams like yours. We have helped countless businesses jumpstart their growth and productivity and we can help you too. We care deeply about your data security and privacy. The Gro CRM platform is PCI compliant, secured by 256-bit encryption and TLS 1.2, and integrates with Face ID, Touch ID, 2FA, Stripe, 1Password and more. Our Mac CRM has a multitude of friendly built-in features. We make it painless to access your contacts, deals and sales, even when you switch between Apple devices. Thank you Gro CRM! Create deeper relationships with your customers with our simple cloud-based Mac CRM app made for Apple users. Affordable plans start at $14.99 per seat/month. If you’re an Apple fanatic, you know that having a simple CRM, sales, deals and contact management app that doesn’t work between devices can make or break your small business.Starting Price: $14.99 per month -
11
FanExam
FanExam
NPS® by FanExam is the best way to consistently measure customer satisfaction and collect actionable feedback on your site. FanExam will automatically survey your customers and create reports based on their scores and responses. We keep track of who was surveyed and make sure your customers are heard. FanExam uses NPS to ask your visitors the right question at the right time – when the visitor is actually interacting with your website. This is the best way to listen to your customers. Once FanExam is installed on your website, you will have a direct channel to customer feedback 24/7 – in a systematic manner.Starting Price: $29 per month -
12
Magnifinance
MagniFinance
Forget trying to manage your cash flow on excel spreadsheets. Know at each moment, how much cash you have, who hasn’t paid yet, who you need to pay, and when. Issuing all documents required by the Portuguese Tax Authority is easy. For each product line, you can categorize and allocate expenses to cost, add discounts and automatically calculate the VAT. Our API and plugins enable you to integrate online sales with MagniFinance invoicing, so the job of issuing your invoices manually is gone. In addition to allowing a detailed analysis of your sales. See all your bank accounts in one place. Avoid manual consultation times upon reconciling invoices manually. Always be updated on when and how much you have received from a client and what invoices have already been paid. Perfect for managing your expenses with greater agility and efficiency. Take a photo of in invoice on paper and send it to us via email or though the website.Starting Price: $21 per month -
13
Openprise
Openprise
Openprise is a single, no-code platform that lets you automate hundreds of sales and marketing processes to realize the value you were promised from all your RevTech investments. To fix that, you could cobble together dozens of point solutions in an unmaintainable “Frankentecture.” You could punt the problem offshore knowing quality and SLAs suffer with folks that aren’t any more excited about mind-numbing manual tasks than you are. Openprise is a single, no-code platform that combines the best practices, business rules, and data you need to orchestrate hundreds of processes like data cleansing, account scoring, lead routing, attribution, and many more. Using that clean data, Openprise automates all the processes currently done manually, or just poorly, by sales and marketing automation platforms, like lead routing and attribution. -
14
ReviewSpreader
ReviewSpreader
Reviews help Google recognize your company as an authoritative brand. Get a jump ahead and increase your presence on search engines. Customers are 9 x's as likely to choose a highly rated company over a business with bad reviews. Gauge your company performance and evaluate what areas of your business need improvement. Send review requests from your phone or computer. With unlimited users, add your office staff, team leads, and management to collect reviews consistently. Customers receive a text which takes them to a simple survey. If they select yes to the survey, they'll be asked to leave your business a review. After manually running various review campaigns in a digital marketing agency, Griffin Smith decided to streamline the process with better automation. ReviewSpreader's mission is to help ethical companies generate real, organic feedback for consumers to make better buying decisions.Starting Price: $49 per month -
15
webCRM
webCRM
Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.Starting Price: $23.00/month/user -
16
WiseTeam
WiseTeam
CRM and project management suite. WiseTeam integrates modern management practices such as: KANBAN, SCRUM, A3, SALES PIPELINE and ITIL. All tasks related to projects, sales and internal activities are planned in one place and monitored in real-time. Tasks are displayed on an interactive KANBAN board. It allows to delegate tasks easily, focus on tasks of the week and always see employees’ future workload. Employees’ time is tracked with little effort, every project has summary information and billing is very simple. Plan a project, its activities, results and budget easily. From now on you can monitor project’s status in real-time and can deliver the results on time, within scope and budget. Monitor not only one project, but whole project portfolio or all company’s projects. Storing information on potential clients and their employees in one place enables you to keep track of your sales opportunities.Starting Price: €21 per user per month -
17
Synap CRM
Synap Software Labs
Turn Leads into Sales Opportunities, Opportunities to Customers, and Customers to more and more Orders. Finally an easy-to-understand CRM that can also connect to the rest of your business. Billing doesn't have to be painful! So you just started an online store or you have been running a store for a while. As you have found, filling your site with products and managing inventory, then advertising those products is no small task. We built a tool that could do all that hard stuff in days rather than months and helps you maintain your seller's edge so you can sell more of your products. Import products, categories, or inventory fron ANY source and upload it to your store right from your desktop. Quick & Simple. The success of any store depends on its ability to properly advertise its merchandise. It's been proven that individually targetted ads on a per-product basis work best. Although this is the best method, it is also the most time-consuming.Starting Price: $45.00/month/user -
18
AllClients
AllClients
Try the #1 CRM designed to help small businesses work from home. Organize and automate with one easy-to-use-system. AllClients web-based CRM software was specifically designed with the non-technical business owner in mind. No training is needed. Jump right in and you will see how easy it is. We also provide video tutorials that can take you through the system step by step. Our CRM software is an all-in-one, integrated online contact management solution. You don’t need to go buy 10 different specialized products and try to figure out how to make them work with each other. We combine a lot of complex concepts and functions and wrap them up into an easy-to-use online CRM software that the non-technical user can use and be comfortable with.Starting Price: $29 per month -
19
Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
20
Xref
Xref
Simplify your talent journey and make confident, people-focused decisions with Xref. Save time: Create and send a survey in as little as 30 seconds. Feedback is compiled in easy-to-understand graphs for actionable insights. Reduce admin: Surveys can be created and completed anywhere, any time, on any device. Let automation do the rest. Ensure peace of mind: Xref is ISO27001 certified and GDPR compliant so your data is kept safe and secure. Reduce time to hire and secure top talent fast. Make informed, compliant hiring decisions with Xref’s automated reference-checking software. Want the secret to reduce attrition and understanding what metrics your organization performs well at or can improve upon? Conduct a Pulse Survey. Collect, analyze and measure feedback from departing employees. Reduce attrition and improve retention over time by collecting consistent data to improve organizational performance.Starting Price: $50.00 -
21
White Fluffy Cloud
White Fluffy Cloud
With White Fluffy Cloud, you can create closer customer relationships, deliver amazing service and build a truly world class brand. All at a fraction of the cost, and effort, demanded by the mainstream CRM providers. We made it our business to create a system that doesn’t have what you want, it has what you need. White Fluffy Cloud’s standard features are basically a business professional’s wish list and include one massive game changer you won’t find in any other SME CRM solution. Many of the CRM systems on the market are incredibly difficult to set up and use. We’ve been there as business professionals and suffered! That’s why we’ve created White Fluffy Cloud. We stand behind what we do, simply tell us the key aspects of what you need and we will guarantee that if you are not satisfied we will give you your money back. Ultimately we are confident that we will make what you want work, simple! -
22
eStudio
Same-Page.com
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.Starting Price: $59 per month -
23
FiveCRM
FiveCRM
The only CRM made specifically for Telemarketing. The most customizable sales solution for your outbound and lead generation teams. FiveCRM improves outbound sales processes. It's built to assist with the performance tracking of any sales team. No matter what kind of product or service you sell, FiveCRM can provide insights into your process and help you increase your company's overall performance. FiveCRM is an all-inclusive CRM system that makes the job of outbound and inbound telemarketers easy. It provides them with the tools they need to work faster, more effectively, and more efficiently than ever before. Manage and track your calls, leads and contacts… and the deals you close. Use Five CRM’s native application builder to generate reports to keep everyone on your team informed and motivated. -
24
BPACRM365
BPA Solutions
Small and mid-sized businesses don’t have the resources for complex and expensive CRM software solutions. BPACRM365 is a modern app for CRM and project management to run in your secure and robust Office 365 cloud, leveraging technologies for instant discussions and video conferencing (Teams), collaboration (SharePoint), process automation, reporting, and more. No need to connect to a third-party system, users will love using their CRM app on any device (phone, tablet, PC), anywhere, with their favorite tools like Teams or SharePoint. Go a step further with BPACRM365 and provide an ultimate experience to your sales and service teams, and achieve more by exploring new technology areas. Unlike third-party CRM systems, BPACRM365 is built on the Microsoft tools used by your sales persons, maximizing user experience. Boost productivity by running the app on Microsoft Teams, take faster decisions with instant discussions and access CRM content while chatting. -
25
DealCloud
DealCloud
Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo. -
26
Semantria
Lexalytics
Semantria is a natural language processing (NLP) API from Lexalytics, leaders in enterprise sentiment analysis and text analytics since 2004. Semantria offers multi-layered sentiment analysis, categorization, entity recognition, theme analysis, intention detection and summarization in an easy-to-integrate RESTful API package. Semantria is totally customizable through graphical configuration tools, supports 24 languages, and can be deployed across private, public and hybrid clouds. Semantria scales effortlessly from single servers to entire data centers and back again to meet your on-demand processing needs. Integrate Semantria to add powerful, flexible text analytics and natural language processing capabilities to your cloud-based data analytics products or enterprise business intelligence infrastructure. Or add Lexalytics storage and visualization tools to create a complete business intelligence platform for storing, managing, analyzing and visualizing text documents. -
27
Platformax
Platformax
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.Starting Price: $9.99 per month -
28
Roboeyelabs
Roboeyelabs
No two business are identical.At roboeyelabs, we understand businesses require a solution that is flexible and customizable to fit their unique needs. We also believe in empowering our customers to make their own customization decisions regarding workflow, UI, database changes and more, without having to be professional programmers. That’s why we designed a customer relationship management solution that’s about as user-friendly as you can get, with extensive customization features and ultimate flexibility. Roboeyelabs has some features which differentiate it from others. These feature are a key to manage business and team smartly to accelerate growth. Connect with all your team members and make a seamless integration to business flow with right information data at single placeStarting Price: $10 per user per month -
29
Prolocus CRM
Prolocus
Prolocus is a powerful SaaS (Software as a Service) Website Builder and Web Application Platform, with the addition of a talented UK-based Custom Web Development team available at your fingertips for a very affordable price. It now comes combined with Prolocus CRM (Customer Relationship Management) system, offering an all-in-one, fully-hosted and scalable solution that will revolutionise the way you capture and manage your online and offline leads. So you have a business idea and need a website to showcase your product or service. Or maybe you already have an established business with a website. In which case you already realised that online "do-it-yourself" websites just don't have the impact your business deserves. After all, you are not a web designer and don't have the time to be one. Most importantly, you want a website that converts and looks as professional on mobile devices as it does on desktops and laptops.Starting Price: $9.99 per month -
30
Vitalblocks CRM
ViCoast
An integrated platform guides communication, project collaboration and asset management between marketers, creative teams, clients and agencies on the same platform. It allows you to handle multiple projects each with its own team, tasks, discussion board and assets. Pull in the right people either from across your organization or bring in external team members. Vitalblock’s Integrated Marketing Calendar gives marketers the ability to quickly launch campaigns, efficiently plan & coordinate activities, assign tasks, set milestones, track goals and progress and share updates with project stakeholders. Centralize all your communications and digital assets by projects and clients. Make asset collaboration more efficient, controlled and secured through appropriate access levels and user profiles. Empower your business branding, connect to brand materials, creative, teams and more.Starting Price: $9.95 per user per month