Best CRM Software for Salesforce

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

SuiteMaster - An Open-Source ERP & Implementation Solution * SuiteMaster is an affordable, fully integrated ERP business platform. Clients can select from thousands of core business applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. The apps easily "snap" into SuiteMaster's core ERP platform. SuiteMaster provides enterprise-class ERP/CRM at an attractive price point. SuiteMaster can be fully white-labeled, allowing you to bundle it with your organization's value-added services. We are also an Odoo-authorized Premier Partner. We provide consulting and implementation services to support Odoo's award-winning ERP solution. Companies of all sizes rely on us to deploy Odoo ERP successfully. With over 50,000 successful deployments, Odoo ERP has become a top ERP provider. Companies rely on LeadMaster Solutions Group to ensure cost-effective implementations with high adoption rates.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across B2B Customer Support, IT, HR, Facilities, Finance, and Legal. By combining enterprise-level functionality with the flexibility of a modern cloud-based solution, Vivantio provides an intuitive, scalable, and fully configurable platform that empowers businesses to achieve service excellence. The platform scales to meet the complex business needs of large, multi-site organizations, especially during periods of high growth. Vivantio is a trusted partner offering cost-effective solutions through flexible licensing.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Engage is a pre-built, intelligent, cloud contact center platform that transforms customer service. Built for for Amazon Connect and powered by AWS, Engage combines voice and digital communication channels to improve operational efficiency and deliver valuable insights, Engage uses Generative AI to enhance customer service interactions and create personalized experiences that cater to the changing needs of businesses and their customers. Engage is a Contact Center as a Service (CCaaS), meaning we take care of all updates and improvements with no hardware or expensive agent licenses. Our consumption-based pricing caters to businesses of all sizes. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Everything you need to deliver personalized customer experiences, all on one powerful platform. Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy to deliver digital-first engagement with the widest breadth of communication channels. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips, integrating data from CRM, payment systems, service ticketing, and more. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications. Twilio Flex powers over half a million agents today and is accelerating digital transformation by freeing companies from the limitations of legacy call centers. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business’s unique needs.

Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.

Birdeye is the leading reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR. Learn more at birdeye.com.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

The trusted leader in text marketing, SlickText helps create valuable connections with your customers through targeted, action-driven text messages. Over 15,000 brands rely on SlickText because of its powerful software and easy-to-use platform. With SlickText, subscriber growth is easy with tools like website popups, landing pages, custom QR codes, and third-party integrations. You'll be able to engage your audience in meaningful ways that make mass text messaging personal so you can build loyalty and action. Our automated workflow tool allows you to create automated SMS sequences that engage with people one-on-one. No coding required. SlickText is known for an intuitive, easy to navigate platform coupled with responsive customer service. Their knowledge of compliance and best practices helps them actively create wins for their users.

Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.

The #1 B2B sales platform for medium, large and enterprise consumer goods manufacturers and distributors. Pepperi is a comprehensive, unified commerce platform to manage all aspects of your B2B sales. We combine a B2B eCommerce storefront, sales rep app for mobile order-taking (iOS/Android), Trade Promotions module, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE UNIFIED cloud-based platform that runs online and offline to maximize in-person and online B2B sales. Thanks to its proprietary IPaaS (Integration Platform as a Service), Pepperi syncs seamlessly to your existing tech stack such as ERPs, Accounting software, Payment and Shipping gateways. Pepperi is the ONLY purpose-built mobile solution on the market and currently serves over 1000 companies in 65 countries.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform. It unifies your marketing, sales, and customer support efforts providing your customers a great experience, and boosting business growth. Get to know your prospects better and initiate the right conversation with them at exactly the right time. SalesIQ is optimized to suit the customer communication needs of B2B and B2C businesses of all sizes. It is equipped with built-in audio calling, screen sharing, visitor information, lead identification, a drag-and-drop custom bot builder, an AI-driven chatbot with a human touch that automates your customer engagement, and much more. It is trusted by over 450,000 businesses, including giants like Mahindra & Mahindra, Renault, IIFL, Suzuki, Zee5, Fluitec, and Borner Corp. to serve their customers at every stage of the customer lifecycle. We have a live chat software starting at $0 that scales with your business without burning a hole in your pocket.

ReverseLogix is the only end-to-end return management system that lets you initiate returns, configure return processing, and even handle repairs. Your complex returns require nuanced solutions, but you can’t find a system that can handle the job. Initiate Returns: • Set up a self-service returns portal integrated with your current systems. • Maintain visibility and control over returns by connecting the customer-facing portal with your commerce platform and warehouse operations. Process Returns: • Set up standardized warehouse workflows to maximize recovery. • ReverseLogix lets you configure workflows for different channels and product SKUs to quickly: Verify the return, Inspect the product, Grade the product Repair Returns: • Set up guided workflows to identify and fix repairable products. • ReverseLogix includes a configurable repairs management module so you can recoup the cost of damaged returns

Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time.

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

Qomon is the most innovative and user-friendly Mobilization platform & mobile app that powers non-profit organizations, campaigns, movements & advocacy groups worldwide to mobilize bigger using data & digital. Designed for organizations of all sizes, from individuals aspiring to shape the future to international organizations, Qomon combines a set of grassroots tools. This includes the Action CRM, Field & Digital Organizing tools (Canvassing, Calling Lists, Events, Petitions, and more), Data & Map tools designed to transform your data into actions. Qomon also offers 5,000+ integrations, manages more than 400M contacts, and has facilitated 35,000 actions this year. Are you a political consultant? Join the Qomon Alliance, our new network of Partners. Join us, apply now! Qomon is a certified B Corp with a global presence, boasting offices in North America and Europe.

Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas.

SurveyLegend is the next generation of online surveys — engaging, platform-independent, & beautiful. We empower companies - large & small - & individuals, to create mobile-friendly, gorgeous surveys. Create great-looking surveys, forms, polls, voting, questionnaires, NPS, customer satisfaction, customer experience, employee satisfaction surveys... on your computer or tablet, customize the look of your survey however you like, & display collected data with eye-catching and insightful graphics. Creating questionnaires is done simply by drag & drop, & you don't need to be a market research expert to use our tool. It has never been this easy to listen to customer demand, measure customer or employee satisfaction, manage client experience, or maintaining student & employee engagement. SurveyLegend has users all over the world, from amazing companies like L'Oréal, Universal, Harvard, Greenpeace, Airbnb, Sony, CocaCola, Roche, to awesome start-up companies and individuals.

Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences.

boberdoo.com is a SaaS solution for the lead generation industry. Whether you're new to lead generation and looking to automate your business or a lead gen veteran looking to maximize your revenue-per-lead, boberdoo is here to help. boberdoo has been innovating and improving the lead generation industry since 2001. boberdoo serves all stakeholders in the lead generation industry, from providing innovative tracking, routing and automating solutions for traditional lead companies to A.I. models for sophisticated lead buyers. There are enough things to worry about in the lead industry. Your lead distribution software shouldn't be one of them.

Pendo is a product experience platform that helps software product teams deliver products users love. With Pendo, product teams can answer questions like which features are customers using? Which features are they ignoring? Which ones are driving delight and which are causing pain and confusion? From these same insights, you can easily set up in-app messages, guides and walkthroughs without any coding to help users get the most value from your products. By quickly identifying the specific features and workflows that cause users pleasure and pain, you can use the Pendo platform to guide users through the rough spots and drive them to adopt the features that create raving fans.

Userlike is the leading software solution for customer messaging and support automation in Germany. Receive messages from your website, WhatsApp or your preferred messaging channel in Userlike’s Message Center. Within this central inbox, messages are enhanced using professional features such as live translations, file sharing, video calls and more. Userlike offers asynchronous messaging, ensuring you're always in touch with your visitors. No matter when they start a chat, they’ll receive an email notification with a link to your reply. With Userlike’s AI Automation Hub, you can create AI chatbots, smart FAQ pages and interactive contact forms to automate your support. With our GPT-4 integration, the chatbot creatively combines answers from your knowledge base and provides customers with personalized answers. All AI Hub tools are connected to a central knowledge base that learns from each request. Userlike is developed and hosted in Germany, making it a GDPR-compliant software