Best Social CRM Software with a Free Trial

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.

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.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.

Sugar Sell (formerly SugarCRM) is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

Locobuzz is a unified customer experience platform that converges technologies like Artificial Intelligence, Machine Learning, Big Data, Analytics to help brands forge stronger relationships with their customers and increase their lifetime value. We connect organizations with their customers across a spectrum of digital channels and leverage analytics and automation to increase efficiency across business processes and create a seamless experience for customers. Founded in 2015, Mumbai Headquartered Locobuzz's SaaS platform empowers prominent Fortune 500 companies’ marquee brands across sectors. Locobuzz Platform unifies various functions on its platform such as Marketing, Customer Experience, CRM, Analytics and Automation, Reputation and Crisis Management, Data-driven Social Media Management, Competitive and Market Intelligence, Rich and detailed Customer Intelligence, Monitor Brand Chatter, Identify Influencers all on a single Unified Platform.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Wakeupsales CRM is an all-in-one Customer Relationship Management tool to streamline your sales activities, improve your productivity & create powerful customer relationships. In other words, Wakeupsales helps sales folks save time & become more effective by taking care of every-day problems like unorganized database, overlapping assignments, multiple tool handling, manual management of contacts, jumbled up spreadsheets, poor relationships with customers, lesser business visibility or even sales funnel leakage. Available on cloud, on-premises & android platforms... Wakeupsales CRM has really made lives easier for people from more than 30 countries.

Simla.com is a multi-agent platform that helps you to convert your WhatsApp, Facebook and Instagram conversations with clients into sales and improves your customer service. Simla.com unites in a single window all your accounts in social networks and groups together all the dialogues from multiple channels. You won't lose clients or miss a single message anymore. The platform allows you to automate your work with chats: Launch chatbots, Create automated and instant answers, Automatically distribute dialogs between your sales managers, etc. Analyze your business, control the performance of your employees and build your precise customer database.

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

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Listen to conversations from millions of web sources and social channels to learn what customers are saying about you, what are the conversations about the competition, about the segment, how your campaigns are performing and many more with Konnect’s Listening tool. Don’t miss a single conversation anywhere on the web and social media that matters to you. Engage with your customers on the platforms they prefer to talk to you, use advanced and automated workflows and CRM tools so you have the right conversations assigned to the right teams, reduce your turnaround times, and measure all your actions. Make your customers happier with Konnect Insights Social CRM. Beautiful dashboards and BI tools that will give you deep insights on how you are perceived on online web and social media. Understand your share of voice, sentiment, media type, classification, social platform analytics for brand and competition, turnaround time reports and many more.

Make yourself personally available to your customers and attend to them anytime, anywhere - via messaging apps, on your website and blogs, or through your social posts and ads. Deploy artificially intelligent conversational bots, assign in-store sales associates, or mix the two to handle any volume of simultaneous and heterogeneous customer conversations. Process transactions and let your customers shop via instant messaging like it was your cash counter. Take orders, collect payments, book appointments, and more. Discover meaningful insights about your customers’ shopping behaviors. Keep them in the know with relevant notifications and tailored product suggestions. Jumper.ai provides a personalized solution to engage with our fans, to learn more about our consumers, and to shape future campaigns.

Instantly share your info with a tap, scan, or send. Share contact info, social media, websites, payment apps, files, videos and more. Send your digital business card via text message, email, Airdrop, email signatures, Zoom backgrounds, iPhone widgets and more. Create, distribute, and manage digital cards across your team for maintaining brand consistency. Capture 300% more leads on average. View, manage, and export team-wide leads with one central contact book. Our goal is to help your team generate more leads in less time NOT give you a long list of onboarding todos. That's why we've partnered with Azure Active Directory to allow for instant member syncs. CSV imports or creating digital cards from scratch are also available.

Interact with your B2B contacts via email, LinkedIn & Twitter to close deals & increase customer retention. Engage prospects without opening +1000 tabs a day thanks to a prospecting feed. Regroup prospects' LinkedIn and Twitter posts along with their company ones in one place, then like and comment on posts to build relationships. You can also use this to increase customer retention with existing clients. Once you've engaged with warm prospects on social media, shoot them a quick Twitter/Linkedin DM or an email to stay on top of their minds. Get inspired from prospects' posts and hyper-personalize your messages without doing groundwork prospect research. Breakcold is a social selling CRM but also a sales CRM with an easy-to-use sales pipeline management tool. Your prospecting feed will also adapt depending on where your prospects are in your sales pipeline. Create opportunities, manage deals or move leads in different lists right from LinkedIn.

As a personalized marketing platform, Parllay aims to create a personalized experience for your WeChat followers. With Parllay, you can automatically identify sales opportunities among followers, continue to accurately nurture customers with different lifecycle stages, shorten the conversion time and increase the conversion rate from followers to customers. Parllay-WeChat CRM helps companies manage WeChat Official Accounts, identify customers among WeChat followers, increase purchase conversion rates through personalized engagement, optimize marketing decisions with in-depth data analysis, and integrate HubSpot CRM to achieve a "follower-lead-customer" one stop management. Parllay and HubSpot's omni-channel marketing automation allows your potential customers to proactively discover the purchase path, thereby completing more transactions more easily. With Parllay WeChat marketing automation tools and HubSpot workflow, you can use the behavioral data of each potential customer.

SocialEpoch is best CRM integration software for WhatsApp business. Which helps to manage customer WhatsApp chats, Sales, Support & Marketing. The most powerful and easy-to-use WhatsApp Lead Generation, Marketing and Community Management software. SocialEpoch is a brand belonging to Moppomobi Group, which specializes in providing global leading social marketing solutions. With a scale of more than 300 team members, SocialEpoch has been accumulating ample industrial experience and practical operating technologies by widely serving global clients including retail business brands, gaming apps, Fin-tech companies, e-commerce platforms and etc. SocialEpoch aims to provide clients with more extensive lead generation approaches through the latest private social marketing technologies. We look forward to collaborating with more global clients who share a common vision to achieve a win-win situation.

Instasilo allows you manage your Instagram messages. Instasilo lets you use tags to manage and organize your Instagram conversations and leads. It is easy to install from the Google Chrome store, just click on the Instasilo extension on your chrome extensions tab and select Instasilo to use the extension. Instasilo also allows you to make custom templates that you can specifically tailored to certain category of tagged users as you wish. The extension allows you send mass messages to your tagged followers too. Main features of Instasilo include: • Create custom tags • Add followers of your choice to your tags • Create custom templates • Send bulk messages to your templates • Set randomize delays to prevent being flagged by Instagram

Manage your social media CRM operation with teams and tickets gathered on just one platform. Prioritise messages and comments using tickets, enabling your analysts to focus on the most important cases first, configure alerts for critical situations, and create teams and FAQs to simplify and improve customer service. Use Buzzmonitor’s Smart Replies to obtain automatic replies on all social media platforms, facilitating the work of your human resources and providing your customer service team with real-time information. In addition to managing your entire social media customer service operation, you can also manage and reply to emails. This means that if your brand or your client’s brand responds to customers via email, you can keep track of your team’s performance using the same customer service reports and SLA provided by Buzzmonitor for social media.