Best Social CRM Software for Windows

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.

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 web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

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.

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.

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.

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.

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.

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.