Alternatives to Kibi CRM

Compare Kibi CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kibi CRM in 2026. Compare features, ratings, user reviews, pricing, and more from Kibi CRM competitors and alternatives in order to make an informed decision for your business.

  • 1
    Slarivo Leads
    Slarivo Leads is a web-based workspace for teams managing enquiries and follow-ups. Each lead can have an owner, notes, samples, quotes, pipeline stage and planned next step. Shared lead lists and a team agenda help people review upcoming follow-ups and keep ownership clear. Teams can record outcomes and follow enquiries from new to closed. Calls and WhatsApp actions open external applications; Slarivo does not automatically send outreach or confirm message delivery. Optional MCP connections let compatible AI assistants access lead information with the permissions granted to that connection. The public demo uses fictional records and requires no sign-in. Core access is currently free, subject to fair-use limits.
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    Unavoidable CRM

    Unavoidable CRM

    Unavoidable Studio

    Unavoidable CRM is a cloud-based customer relationship management system for small service businesses, including trades, clinics, cleaning and pest-control companies, tour operators and agencies. It brings enquiries and customer conversations into a shared workspace, with an AI receptionist for answering and booking calls, missed-call text-back, and an inbox for SMS, WhatsApp, email and phone calls. Teams can manage leads through a sales pipeline, schedule appointments, automate follow-ups, prepare quotes and invoices, collect payments through Stripe, and chase overdue balances. The system also supports booking and customer records, helping smaller operators coordinate work from first enquiry through payment. Plans include the same core features and differ by user allowance and white-label options. Usage-based charges for calls, messages and AI receptionist minutes are billed separately at provider cost.
  • 3
    Bridge CRM

    Bridge CRM

    TalentBridge Services

    Bridge CRM is a web-based customer relationship and lead-management application for Indian businesses that handle inbound sales enquiries. It collects leads from sources such as Facebook, Instagram, Google, website forms, JustDial and IndiaMART, then helps teams assign enquiries, track their sources and manage follow-up. Sales agents can review assigned leads, schedule callbacks and see overdue reminders, while managers can monitor team activity and review source and campaign reports. The product also includes Bridgy, an assistant presented as part of the lead workflow. TalentBridge Services offers monthly paid plans and a seven-day trial arranged after an introductory call; no payment card is required to start the trial. Bridge CRM is intended for sales teams that need a shared process for capturing, routing and following up leads.
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    Knockround

    Knockround

    Knockround

    Knockround is a job, quote and invoice app for UK tradespeople, including plumbers, electricians, roofers, builders, cleaners, gardeners and window cleaners. It keeps enquiries and jobs on one board, from initial enquiry through quote sent, booked, done and paid. Tradespeople can send quotes by WhatsApp, text, email or link, and customers can accept with a tap. Numbered invoices include a Pay button, so customers can pay by Apple Pay, Google Pay or card through a link, or scan a QR code displayed on the tradesperson’s phone. Payments go to the tradesperson’s own Stripe account. Repeat customers return at their own intervals, with the day’s visits organized on a map and a four-week calendar. Knockround prepares messages that open in the tradesperson’s own WhatsApp or text app. It also supports Excel and CSV imports, bank statement matching, bulk price increases and reports on the value of work.
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    Bolster Dynamics

    Bolster Dynamics

    Bolster Dynamics

    Automatically convert and route website visitors and form leads to remote teams. A new and better way to route leads to remote teams, increase conversion, contact and qualification rates and track sales calls as conversions. Increase conversions by 125% using the CallMe web plug-in. Intelligently engage your website visitors when they are most interested in your products or services and offer them a callback from your sales team. Track sales calls as conversions to optimize your advertising spend. Finally shine a light on sales calls as conversions, fill the gap in your performance data and optimize your advertising channels, campaigns and keywords for high intent sales calls. Schedule-a-callback feature means you never miss an enquiry. Enable your website visitors to schedule a callback at a time that suits them to make sure you never miss an enquiry. Set your office hours and route calls to available teams.
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    Instant Reply

    Instant Reply

    Instant Reply

    Instant Reply is an agentic AI sales agent for business conversations on Instagram, WhatsApp Business and Messenger. It answers customers using the business's FAQs, prices and policies, qualifies inbound enquiries, and supports follow-up and booking workflows. Teams can start with approval mode, then auto-send the reply types they trust. Custom quotes and discount decisions can be handed to a person with the conversation context. Its shared inbox keeps customer conversations together. An MCP server connects compatible AI assistants to eligible inbox and workflow actions, subject to workspace access, permissions and plan limits. WhatsApp Business is available on Growth and Pro plans; Meta delivery charges are separate.
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    Joqiva

    Joqiva

    Joqiva

    Joqiva is a web-based job and back-office application for UK service businesses, bringing customer enquiries, jobs, quotes, invoices and bank-transfer payment follow-up into one workflow. Businesses can turn enquiries into jobs, use templates and saved service information, and prepare quotes for staff review before sending. Joqiva AI assists with enquiry processing, while staff check details before acting. Customers can review quotes and invoices online. Businesses can record payment updates, check bank receipts themselves and send reminders according to their plan; customer payments go directly to the business rather than being processed by Joqiva. Higher plans add team and job-management controls, saved item libraries, accountant access and audit logs. An optional AI Receptionist handles configured calls and captures enquiries or messages for staff review. Joqiva targets air-conditioning and other UK service trades.
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    Nice One CRM

    Nice One CRM

    Nice One CRM

    Nice One CRM is a simple CRM and business toolkit designed to help small businesses stay organised, follow up opportunities and manage everyday admin without complicated software. It brings enquiries, customers, quotes, invoices, tasks and follow-ups together in one easy-to-use dashboard, giving busy business owners a clearer view of what needs attention and what needs doing next. With Nice One CRM, you can record new enquiries, keep customer details and notes organised, track opportunities, create professional quotes, send invoices and make sure important follow-ups do not get forgotten. This helps reduce the risk of missed opportunities and makes it easier to move more enquiries towards paid work. Nice One CRM also includes Lead Finder, which helps you discover potential businesses you may want to approach. You can review prospects, save promising leads, generate outreach ideas and keep new opportunities organised alongside your existing customers.
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    Hello Noreen

    Hello Noreen

    HelloNoreen

    Hello Noreen is a cloud AI receptionist for small businesses that answers incoming phone calls and website chat, responds using business-specific information and rules, and captures caller or visitor details. It can collect appointment requests, share a booking link, request a callback, or route an enquiry to a team member. Businesses can forward an existing number to the service and configure follow-up through SMS, WhatsApp, or email. The product also supports integrations and workflow connections for updating CRM and scheduling systems, with setup depending on the selected plan and configuration. Hello Noreen is aimed at service-oriented small businesses, including home-service providers, dental practices, salons, property managers, and law firms that need an automated first point of contact for customer enquiries.
  • 10
    Socavi

    Socavi

    Socavi

    Turn every automobile enquiry into revenue across WhatsApp, Instagram and Facebook. Socavi is an end-to-end revenue system for automobile dealerships. It captures vehicle enquiries across WhatsApp, Instagram and Facebook, answers first questions instantly, qualifies buyer intent and timelines, nurtures every conversation, shares booking links for test drives or sales calls, and hands off to a salesperson when needed - taking each enquiry from first message to showroom conversion. Plans start free, paid from $39/mo.
    Starting Price: Free plan, paid from $39/moCRM
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    Conciergr
    Conciergr is a WhatsApp-based AI receptionist for tuition centres, swim schools, dance studios and other class-based small businesses. It answers customer enquiries on the business’s existing WhatsApp number using information in the business’s Google Doc and Sheet, including fees, timetables, availability and policies. Staff can monitor conversations and take over, while questions the assistant cannot safely answer are handed to the team. It also follows up with enquiries that go quiet, collects trial-class booking details in chat and emails the request to staff, sends reminders, requests Google reviews and tracks enquiry sources and progress. It supports text and voice-note enquiries and logs replies to their source material. It costs S$89 a month with everything included, plus S$20 a month for each extra branch, billed monthly in Singapore dollars; the 30-day free trial requires a payment card at signup. Meta’s WhatsApp messaging fees are charged separately.
  • 12
    Anril AI

    Anril AI

    Bloom Matrix

    Anril AI is a cloud-based platform for managing customer enquiries and sales follow-up. It brings WhatsApp, website, and social media enquiries into a shared workflow, where AI assistants answer questions, qualify prospects, and route conversations to staff. Lead tools capture, score, and assign prospects and track follow-up. The platform also supports bulk WhatsApp campaigns, telecaller workflows, call tracking, and enquiry analytics. It serves organizations that depend on inbound enquiries, including education, real estate, healthcare, automotive, manufacturing, financial services, and other customer-facing businesses. Anril AI combines AI assistance, telecalling, CRM, lead management, and workflow automation in a multi-tenant SaaS platform. Staff can take over conversations that need personal attention, while teams manage channels and business data through the platform.
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    4fleet

    4fleet

    4fleet

    4fleet is cloud-based operations software for chauffeur, limousine, and airport-transfer operators. It brings enquiries, quotes, bookings, driver and vehicle scheduling, partner work, and invoicing into one workspace. Teams can connect a business mailbox and turn incoming requests into enquiries, price quotes using their rate cards and vehicle classes, and convert accepted quotes into bookings. A shared calendar supports dispatching drivers and vehicles, while flight details can be kept with airport pickup bookings. Drivers can access trip information and pickup instructions through the mobile app. Operators can assign work to partner companies and track the agreed cost alongside the job. Invoices are created from bookings, with Stripe payment links available. The built-in Carson assistant can help staff find booking and invoice information, process enquiry emails, and draft replies for team review.
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    Ring My Leads

    Ring My Leads

    Ring My Leads

    Ring My Leads is a cloud-based AI calling service for businesses that follow up with inbound enquiries. It contacts new leads from Facebook and Instagram Lead Ads, website forms, uploaded lists, and CRM connections, then asks business-approved questions in Punjabi, Hindi, or English. The calling workflow can qualify an enquiry, capture details, and arrange a site visit, consultation, or callback. Teams can review call outcomes, recordings, and transcripts in a dashboard, track prospects through a lead pipeline, and receive reports through WhatsApp. The service is designed for lead-driven operations such as real estate, solar, clinics, loans, and insurance. Businesses use prepaid calling balance, billed per connected second, while the dashboard is included without a monthly subscription.
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    TradesInvo

    TradesInvo

    TradesInvo

    TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.
  • 16
    Tazk CRM
    Tazk Leads is a cloud-based lead management and CRM application for businesses that need to capture and follow up sales enquiries. It brings leads from website forms, IndiaMART, Meta lead forms, Google Ads, LinkedIn, WhatsApp, email, phone calls and spreadsheets into a shared workspace. Teams can assign leads automatically, qualify and score prospects, manage sales stages, schedule follow-ups and track response times. The application includes duplicate detection, message templates for WhatsApp, SMS and email, lead nurturing, and reporting on lead sources, team activity, pipeline value and conversions. Managers can review workload and sales progress, while sales representatives maintain lead records and customer interactions. Tazk markets the product to small and midsize businesses and sales teams, including service and industry-specific organizations.
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    Lineaum OS

    Lineaum OS

    LINEAUM

    Lineaum OS is a business aviation platform that brings the entire commercial journey into one connected workflow, helping teams capture demand, source aircraft, quote clients, automate documents, collect payments, and track revenue without juggling inboxes, spreadsheets, and disconnected tools. A branded lead-capture widget turns a website into an always-on sales channel, feeding enquiries directly into the pipeline while keeping client ownership inside the business. Teams can source across more than 30,000 aircraft from over 10,500 operators, send quote requests, track operator responses, and generate client-ready quotes faster. It also automates contracts and invoices, supports connected payment workflows, and provides visibility into pipeline, booked value, revenue, and commissions. Lineaum organizes the sales process into clear stages, from capturing the first enquiry and finding the right aircraft to closing the booking and receiving payment.
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    Revora Growth Systems

    Revora Growth Systems

    Revora Growth Systems

    Revora Growth Systems is a hosted business growth platform combining an AI-assisted website builder with lead capture, quote requests, online booking, CRM, automated follow-up, review requests and analytics. Businesses provide details about services, pricing, hours and service areas; Revora drafts website pages and search metadata for owner review before publication. Enquiries from calls, forms, quotes and bookings are organized in a lead pipeline so teams can track prospects and trigger follow-up workflows. The platform supports domain connection and hosting, and reports traffic, leads, bookings and conversion by source. It is aimed at local and service-based businesses, including trades, salons and other small businesses that want to manage their online presence and customer acquisition in one workspace. Customers can connect an existing website for traffic reporting after installing Revora's tracking snippet.
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    Zavis

    Zavis

    Zavis

    Zavis is the AI patient operations platform for UAE clinics and hospitals. It brings patient conversations, bookings and follow-ups into one workspace. Teams use Zavis to handle WhatsApp messages and calls, qualify enquiries, book appointments through connected EMR systems, send reminders, follow up on payments and run recall campaigns. The platform includes a shared inbox, patient CRM, chat and voice AI agents, human handoff, workflow automations, website booking and chat widgets, and appointment, conversation and revenue reporting. Zavis works alongside a clinic's existing EMR. Pricing is quoted for the clinic's locations, patient volume and selected workflows.
  • 20
    LEMAI CRM

    LEMAI CRM

    Infoz IT Solutions

    LEMAI CRM is a cloud-based customer relationship management platform for sales teams managing enquiries through conversion. It centralizes leads in configurable pipelines and supports capture, assignment, scoring, automated follow-ups, tasks, meetings, call logs, campaigns, reports and dashboards. AI tools summarize lead and call history, suggest next actions, create tasks or meetings from notes, and estimate conversion likelihood. Teams can configure forms, roles and workflows, and connect lead sources and communication channels such as Meta Lead Ads, WhatsApp Business, Google Ads, Justdial and IndiaMART. The web app and mobile apps serve Indian sales organizations in education technology, lending, chit funds, real estate, IT services and MSME sectors. The standard annual plan includes unlimited users and leads; a separate enterprise option offers white-label branding and customized deployment.
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    SimplyGrow

    SimplyGrow

    SimplyGrow

    SimplyGrow is an AI-powered lead capture and qualification platform designed to help businesses respond instantly to customer enquiries via WhatsApp or website chat. With a setup time of just four hours, it acts like a digital employee, providing 24/7 coverage to ensure no enquiry is missed. The system qualifies leads by asking structured questions, filtering out non-serious prospects, and forwarding only relevant opportunities to the business. It reduces repetitive workload, integrates seamlessly with existing channels, and can be trained using uploaded business content or website crawling. SimplyGrow boosts conversions, saves time, and delivers measurable growth without increasing headcount.
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    Plumb5

    Plumb5

    Decisive Analytical Systems Pvt Ltd

    Plumb5 is a Real-Time Marketing Automation & a Lead Generation Saas Product, which can Measure your Website Traffic / Convert your Website Audience to Prospects /Maximize your Project Enquiries, Site Visits and Conversions / Schedule more effective Promotional Emails, SMS & Whatsapp campaigns / Manage & Monitor all your Leads through various sources / Measure your organic and social campaigns / Live Chat with your Online Visitors
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    Tradehand

    Tradehand

    Tradehand

    Tradehand gives UK sole traders and small trade businesses a whole office team without hiring anyone. It answers customer enquiries across phone, SMS, email, web chat and voice, then sends and chases quotes, books jobs, takes payment, and keeps customers updated, all under your own business name. Its free website comes with an instant-quote widget and booking connected to your calendar, so every enquiry can turn into booked, paid work without you doing the admin at night. Built for electricians, plumbers, gas engineers and every other trade.
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    CVenture

    CVenture

    Chamunda Tech-Net Service

    C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data.
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    AllQuote

    AllQuote

    AllQuote

    AllQuote is a cloud-based job management and field service platform for trade contractors, commercial contractors, maintenance teams and other site-based service businesses. It brings customer enquiries, estimating and quotes, job scheduling and dispatch, crew coordination, job records, labour and materials costing, timesheets, stock, invoices, payment collection and accounting connections into one workflow. Teams can create quotes manually, manage recurring service work, capture job photos and forms, track crew time, and review job costs through completion. Higher-tier plans add plan takeoffs, purchasing and stock controls, compliance tools, reporting, an API, webhooks and Zapier connections. A companion mobile app supports field work such as job updates, photos, time, forms and stock handling. Available plans range from a limited free tier to paid subscriptions.
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    Wattle AI

    Wattle AI

    MOONSHOT VENTURES PTY LTD

    Wattle AI is a cloud-based AI receptionist for small businesses and service teams that handle customer enquiries by phone. It answers calls around the clock, follows configurable questions and call flows, captures caller details, and can schedule appointments on supported plans. It supports a web agent, WhatsApp Business calling, and SMS, bringing conversations into a shared inbox with customer profiles, call recordings, transcripts, summaries, and staff handoff. Teams can configure voice agents, set instructions and guardrails, route urgent calls, and connect calendars, spreadsheets, accounting tools, and workflow services. Use cases include after-hours and overflow answering, appointment booking, job and maintenance intake, clinic and salon enquiries, restaurant reservations, and staff follow-up. Monthly plans include call minutes; Australian mobile numbers, outbound calls, and transfers may be billed separately.
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    FormBeep

    FormBeep

    /make_

    FormBeep is a hosted service that sends WhatsApp alerts when visitors submit website forms. Users connect a WhatsApp number, add an allowed website domain, and install a small script; developers can also send submissions using its API or supported webhooks. Alerts link to submitted details, and recent submissions can be reviewed in FormBeep. The service complements existing forms and form-processing tools rather than replacing them. It supports website builders and frameworks including WordPress, Wix, Webflow, Shopify, Squarespace, Framer, React, and Next.js. Common uses include contact, quote, inquiry, and other lead-intake forms that need prompt follow-up through WhatsApp. Depending on plan, customers can manage multiple websites and recipient numbers, route form data to webhooks, and deliver file attachments. Plan limits vary by monthly alert allowance, sites, recipients, webhook routes, and attachment capacity.
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    GetMyAI

    GetMyAI

    GetMyAI

    GetMyAI is a business-focused AI chatbot platform designed to handle customer enquiries, support, and WhatsApp soon. It allows teams to create, train, deploy, and improve AI chat agents using their own documents and knowledge sources, without technical setup.
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    GymForce

    GymForce

    GymForce Technologies LLP

    GymForce is a modern gym management software built for gym owners, fitness studios, health clubs, and fitness chains. It helps businesses manage memberships, enquiries, attendance, renewals, payments, staff, reports, inventory, member communication, and daily operations from one centralized platform. With GymForce, gym owners can track active members, manage membership renewals, automate WhatsApp alerts, monitor attendance through biometric integration, handle enquiries, generate business reports, manage finances, create workout and diet plans, and get better visibility into gym performance. GymForce is designed to reduce manual work, improve member retention, prevent missed renewals, and give fitness businesses complete control over their operations through a simple, cloud-based system.
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    Stubie

    Stubie

    LinxAI

    Stubie is quote-to-payment software for South African small businesses that handle customer enquiries by email. It reads email text and attachments, matches requested items to the business’s price list, and prepares draft quotations for owner review. Approved quotes are shared on hosted pages where customers can accept, download a PDF, and pay by PayFast or EFT with a unique reference. Stubie can create Sage Accounting invoices from accepted quotes and add Bob Go courier rates and bookings. It is designed for quoting workflows in printing, signage, engineering, catering, events, and security installation.
    Starting Price: R5,500/m plus R8,750 setup
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    Keepme

    Keepme

    Keepme

    Keepme Antares is AI agent software for gyms, health clubs and multisite fitness and leisure operators. Five AI agents cover the full member lifecycle on one platform. The AI sales agent, Nova, handles lead management and lead nurturing, responding to every enquiry instantly and booking tours 24/7 over WhatsApp, SMS and web chat. The AI voice agent, Clarion, answers inbound calls and books tours by phone. The member services agent, Atlas, provides AI customer service on club apps and websites. Beacon improves AI search visibility, and the retention agent, Ember, reduces member churn by spotting at-risk members early. Pulse, the conversational intelligence layer, scores every lead and member. Antares integrates with gym management software and CRMs such as ABC Ignite, Daxko, Glofox, Mindbody, HubSpot and Salesforce via API, with full control to pause or roll back any agent.
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    getSoapy

    getSoapy

    getSoapy Ltd

    getSoapy is business management software for UK local service businesses. It is built around how a window cleaning round works: regular jobs on a frequency, grouped by area, done at the customer's property and paid for afterwards. See who's due on each round, then follow an optimised route on the day. Mark a job done and getSoapy can send the invoice and take the payment by card or Direct Debit. Your customers get a portal where they can see their invoices and work history and pay what they owe. getSoapy also handles quotes, expenses, reports, SMS and email broadcasts, loyalty cards and a free website, and has a lead marketplace for local enquiries. getSoapy works on iPhone, iPad, Android and in any browser. Paid plans start at £7 a month with no VAT added and no contract, and a free trial covers your first month. We're based in Edinburgh, and you can reach us by in-app chat, email or phone.
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    Estima8

    Estima8

    Estima8

    Estima8 is the AI assistant for print shops. It turns every print enquiry into a ready to send quote, in minutes. Quoting is the slowest step in most print shops. A request lands, it waits, someone digs through pricing and specs, and by the time the quote goes out the customer has often already moved on. Estima8 closes that gap. It reads the enquiry the way a seasoned CSR would, pulls accurate pricing straight from the systems you already run, including Print Smith Vision, and builds the estimate and digital proof. Your team reviews and approves before anything reaches the customer, so you get the speed of automation with your people always in control. No new system to learn. No migration. No disruption. Estima8 works inside how your shop already quotes, just faster. That means your best people spend less time on data entry and more time winning and keeping customers. If quoting speed is costing you jobs, we would love to show you a demo.
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    Nexley

    Nexley

    Nexley AI

    Nexley is a cloud-based AI estimating and business-management platform for UK tradespeople and small construction contractors. It reads tender documents and drawings, measures take-offs, and prepares bills of quantities using a contractor's own rates for review. Users can capture enquiries, create quotes and estimates from price lists, schedule jobs, and issue and follow up invoices. The platform also helps manage job paperwork such as RAMS, certificates and receipts, and track job costs and cashflow. Nexley lists accounting connections for Xero, QuickBooks and Sage, plus integrations including WhatsApp, Slack, Fergus and ServiceM8. It supports work across trades including electrical, roofing, drylining, gas and heating, and fit-out. It is designed to help contractors handle tendering and administrative tasks in one service, with commercial documents prepared for user review.
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    WrkGenie

    WrkGenie

    WrkGenie

    WrkGenie is job-management software for UK sole traders and small service teams that need to organise customer work from enquiry through payment. It brings customer records, quotes with e-signing, bookings and a calendar, invoices, and payment recording into a web app with native iPhone and Android apps. Users can link quotes, bookings, invoices and customer history, work with key records offline and sync changes when they reconnect, and send invoice payment links through a connected Stripe account. The Pro plan adds expense tracking, profit insights, staff scheduling, and customer booking invitations and reminders. WrkGenie is aimed at cleaners, plumbers, electricians, gardeners, mobile hairdressers and other UK field-service businesses, from one-person operations to small teams. A 14-day trial is available; online payments, e-signing and AI writing support require an internet connection.
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    LazyTradie

    LazyTradie

    LazyTradie

    LazyTradie is a subscription-based AI receptionist and booking service for Australian trade businesses. It handles customer enquiries by phone, SMS and website chat, gathers job details, answers routine questions, prepares quotes using the business's configured pricing, and books or reschedules appointments against the connected ServiceM8 calendar. It can escalate urgent enquiries to the tradie and send booking updates and notifications. Business plans add staff allocation, higher enquiry capacity and monthly performance reporting. LazyTradie can add an AI booking agent to an existing website or provide a separately priced website package. Trade businesses use it to respond to enquiries and coordinate appointments while working on site; customer, job and schedule details sync to ServiceM8, where the business manages its records. Customers use ordinary calls, texts or web chat without needing a dedicated app.
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    ResponseiQ

    ResponseiQ

    ResponseiQ

    Increase your website conversion with our Callback Widget. 97% of consumers will give more business to companies that respond quickly to them. Maximize your marketing spend by driving site visitors and potential leads into a tool designed to capture, communicate and convert. Our widget seamlessly connects site visitors to your sales team in 27 seconds via intelligent callback technology. As such, we’re able to increase your website conversions by up to 4000%. How long does it take your sales team to respond to form submissions? More than five minutes and your chances of converting those enquiries into sales decrease drastically. Lead Connect uses our instant callback technology to ensure that your sales team never misses the opportunity to communicate with interested prospects. As long as a number is included on the form, we’ll connect the sales team to that person within seconds! Not only will your team be equipped with this info.
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    OptiFlow Merchant

    OptiFlow Merchant

    OptiFlow Technologies

    OptiFlow Merchant gives builders merchants and trade suppliers an agentic AI sales agent called Otis. Otis answers product enquiries, builds priced and stock checked quotes and takes orders on the website and at the trade counter, working live on top of the merchant's existing ERP (Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, Merchanter) and ecommerce platforms including Shopify, WooCommerce, Magento and BigCommerce. It never replaces the ERP; it acts inside it. OptiFlow Technologies also offers OptiFlow Quote (instant priced quotes from a job description, materials list or plan), a WhatsApp agent, an AI receptionist (OptiFlow Lite), contract and cost monitoring (OptiFlow Watch) and 25+ free trade calculators. Built in the UK for UK and Ireland businesses.
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    Leadfire

    Leadfire

    Leadfire Digital Limited

    Leadfire turns website visitors into qualified leads using an AI-powered chat assistant that works on any website, with a verified WordPress plugin available for easy WordPress setup. Instead of making prospects fill out static forms, Leadfire starts a natural conversation, answers common questions, captures key contact details, and qualifies each enquiry while the visitor is still engaged. It can collect names, phone numbers, email addresses, job details, location, timeframe, and buying intent, then send a clear lead summary straight to WhatsApp so you can follow up fast. With 24/7 instant replies, customisable questions and responses, structured lead capture, and conversion analytics, Leadfire helps service businesses stop missing enquiries, improve lead quality, and turn more of their existing website traffic into real opportunities.
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    Marro CRM

    Marro CRM

    STAGIONE MEDIA LLP

    Marro is an agentic CRM that puts routine business work on autopilot, managed from your phone. AI agents help handle enquiries, calls and follow-ups while teams keep leads, customer conversations and next steps in one place. Marro combines editable pipelines, lead assignment, a shared WhatsApp, Instagram and Messenger inbox, AI calling, appointments, workflow automation and reporting. Businesses decide what agents may do independently and what requires approval; agent activity stays with the lead record. Industry workflows support education, property, clinics, agencies and other service businesses. Ask Marro helps staff find information and carry out work through a conversational assistant. A 14-day trial is available with no card required. Subscription pricing is on request; calling, chargeable WhatsApp messages and AI beyond included credits require prepaid wallet credit.
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    Ledgo CRM
    Ledgo CRM is a cloud-based customer relationship management platform for small and growing sales teams handling inquiries over WhatsApp, phone and online channels. WhatsApp Business, website chat, web forms and other supported channels feed a shared team inbox, where conversations can be assigned and converted into leads with owners and follow-up tasks. Teams manage contacts and deals on configurable pipeline boards, review follow-up lists, log calls and visits, and schedule appointments. The product supports product catalogs, tax-aware quotes, online customer acceptance, invoices, part-payment tracking and overdue balances. Reports provide sales and invoice information, while user roles and activity history help teams coordinate work. Ledgo includes a browser-based workspace, an Android app, REST API, webhooks and an MCP connection. It serves businesses with small or mid-sized teams selling services, goods or appointments.
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    Extremis

    Extremis

    Software Company

    Extremis is a shared team inbox for handling customer conversations across WhatsApp, Instagram, Facebook Messenger, and Gmail. It connects WhatsApp Business through Meta’s Cloud API and brings incoming messages into a workspace where teams can assign owners, route chats by round-robin, weighted allocation, or workload, and coordinate with status controls, snoozing, internal notes, mentions, quick replies, and labels. Contact records support custom fields, merging, and CSV export, with WooCommerce order information alongside conversations. Teams can use WhatsApp templates and schedule campaigns, then review response-time, agent-performance, and attendance reports. An AI Agent can suggest replies or respond automatically, with handoff to a human. Teams can connect their own API keys from OpenAI, Anthropic, Google, OpenRouter, or Groq.
    Starting Price: $49/workspace/month
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    Sales Leads Tracker

    Sales Leads Tracker

    Domex Technical Information

    Domex’s Sales Leads Tracker is a comprehensive software tool developed exclusively to cater to all the needs of a Sales Team. The software helps the sales personnel to manage leads, and follow-ups and achieve sales closures efficienciently throughout the entire sales cycle. Sales Leads Tracker is perfectly aligned and tuned to fulfil the requirement of Individuals, SMEs, Dealers, distributors, Trading houses, and Larger organisations. The inbuilt automated procedure enables the organisation to easily keep track of all the enquiries and monitor the follow-up actions to achieve your targeted goal. Our state-of-the-art simple & user-friendly Follow-Up scheduler helps you to convert and analyze all the enquiries to maximise sales closures. The software also provides lost order reasoning which will help the management to make appropriate adjustments to their sales process.
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    iPro Software Booking System
    Our customer management section, allows you to keep track of owners, suppliers, clients and partners. Available online anytime, never be without that important number again. The lead management console is the hub of the activity it is here that you log each enquiry and nurture through to a booking, the system allows you to track all enquiries and track all communication. Log callbacks, set todo's and reminders and chase those stalling opportunities. Online booking engine: Accept bookings online, take bookings over the phone. System automates Rental Price and commissions, include discounts or agent fees and holiday extra's. Our advanced communication system will ensure your admin is streamlined automating those mundane tasks and ensuring everything is perfect on arrival.
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    KitSlate

    KitSlate

    MIXEL INC

    KitSlate is a browser-based production management workspace for film and video studios, freelancers and crews. Its paid toolkit links job enquiries and bookings with crew and client records, equipment inventory, priced gear lists, call sheets, agreements, quotes, invoices, expenses and crew payments. Teams can send call sheets for per-person confirmation, price quotes from gear and crew rates, turn approved quotes into invoices with online payment links, and track receipts against jobs. The Media Center sends files for browser playback and timecode comments; paid plans add camera-file review tools, audio tracks, frame-accurate controls and transcripts. Transfers range from 5 GB per transfer on the free profile to 500 GB on Solo and 1 TB on Studio and higher plans. Free accounts also include a public profile and used-gear marketplace access; production-management tools start on paid plans, currently available by invitation.
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    SmatBot

    SmatBot

    ByteQuark

    SmatBot is a No coding conversational bot building platform to create customizable chatbots for Lead generation, Live chat support, Interactive Landing Pages, Surveys, Enquiries, Appointments, Feedback and Suggestions for your business. Install SmatBot on your website and automate the engagement with your visitors. Access your bot directly through a link to Engage your customers and see 2x growth in data collection. Install SmatBot on messenger to automate the engagement with your audience. Give updates, follow up on queries and automate your WhatsApp business conversations. Integrate and Install SmatBot into your mobile application and never worry about giving customer support again.
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    PlanMan

    PlanMan

    PlanMan

    ​PlanMan is a cloud-based project management software designed specifically for architects and town planners. It offers a comprehensive suite of features to streamline administrative tasks and enhance productivity. Users can manage unlimited clients, projects, quotes, and invoices, all stored securely in one place. It includes built-in cloud storage for all project documentation, eliminating the need for shared network drives. Each project has a built-in chat room for instant communication, and client emails are stored against the relevant project for easy access. PlanMan's client portal allows clients to log in and view their enquiries, quotes, projects, documents, and invoices 24/7. Clients can also pay invoices online through Stripe or GoCardless integrations. The software supports managing co-consultants, creating and sending quotes from project templates, and generating invoices for clients and suppliers.
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    Enroll

    Enroll

    Volmint Technologies

    Volmint Enroll, Admission Management System is a cloud-based admission automation platform designed to simplify and accelerate the complete student admission lifecycle. From enquiry and lead management to application processing, document verification, fee collection, and final enrollment, Enroll digitizes every step through a centralized dashboard. It helps institutions improve admission efficiency, reduce manual work, enhance applicant engagement, and increase conversion rates with real-time tracking and intelligent workflows. Key Highlights: ✅ End-to-End Admission Automation ✅ Enquiry & Lead Management ✅ Online Application & Registration ✅ Document Verification ✅ Application Tracking ✅ Counselor Management ✅ Online Fee Collection ✅ Real-Time Reports & Analytics ✅ SMS, Email & WhatsApp Notifications ✅ Secure Cloud-Based Platform ✅ Mobile-Friendly & Customizable Volmint Enroll enables institutions to deliver faster, smarter, and hassle-free admissions.
    Starting Price: Rs.100/Year/User
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    WAFI CRM

    WAFI CRM

    Propflow Technologies

    WAFI CRM is a browser-based customer relationship management platform for Indian real estate agencies, brokers, builders, developers, property consultants, and sales teams. It organizes buyer, seller, and property enquiries, captures leads from 99acres, MagicBricks, and Housing.com, and supports lead assignment, follow-ups, call logging, and sales pipelines. Teams can manage property inventory and match properties with client requirements, schedule site visits, track negotiations, and calculate channel partner commissions. WhatsApp follow-ups and social-platform communication help teams manage client interactions alongside their sales activity. WAFI provides flat-rate team plans and reporting features, with capabilities varying by plan.
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    ROGER365.io

    ROGER365.io

    ROGER365.io

    ROGER365.io is a Microsoft-certified Contact Center as a Service (CCaaS) solution that transforms Microsoft Teams into an AI-powered omnichannel contact center. It unifies voice, webchat, WhatsApp, SMS, Facebook, and email into a single Teams-native interface no separate platforms required. Key capabilities include: Omnichannel Hybrid Queues – all channels in one unified queue Smart routing – skills-based, round-robin, and Teams presence-based Agent tools – real-time queue insights, call handling, notes, and callback scheduling Supervisor dashboards – live monitoring, whisper, and barge features AI & automation – Azure OpenAI, Copilot, sentiment analysis, and workflow triggers CRM & Power Platform integration – Dynamics 365, Power Automate, and custom Power Apps embedded in the agent view Reporting – real-time and historical analytics across all channels Cloud-native, deployable in under 10 minutes, and trusted by brands like Rijksmuseum, Quooker, and Tony's Chocolonely