Best CRM Software with a Free Trial of 2026 - Page 30

Enhance the experience of your customers while maximizing your company’s efficiency and resource utilization by utilizing the most extensive all-in-one contact center solution available. You can seamlessly handle every form of communication with your clients—whether it’s through phone calls, emails, WhatsApp, Messenger, web chats, SMS, online forms, or app stores—on a singular platform. Each contact is assigned a unique record, allowing you to manage interactions effortlessly. Thanks to the cloud-based environment, you can operate from any device with browser capabilities. The user-friendly interface combined with outstanding sound quality ensures a smooth communication experience. Increase your call efficiency with multimodal automatic dialing, allowing you to choose the dialing method that best fits your campaigns, whether that’s progressive, predictive, or preview mode. Additionally, streamline your inbound call management with intelligent routing options for interactions, voicemails, and outbound channel integration right from the same desktop. This holistic approach not only boosts productivity but also significantly improves overall customer satisfaction.

Relay Network introduces the Business Feed Platform, an entirely new way for organizations to connect with customers through personalized, secure, and interactive feeds. Unlike traditional outreach tools such as email or portals, Relay’s feed format mirrors the usability and engagement of social media, delivering the right information at the right moment. Businesses initiate these personalized experiences with SMS invitations that guide users to their private feeds—no app downloads or credentials needed. Inside the feed, customers can access rich multimedia, complete forms, sign documents, or chat directly with businesses, all from one seamless interface. Relay’s compliance with HIPAA, SOC 2, TCPA, and HITRUST ensures enterprise-grade privacy and trust across industries. The platform empowers sectors like banking, healthcare, and membership associations to onboard new users, boost renewals, and drive participation in digital programs. Case studies highlight dramatic results, including 10x higher engagement than email and up to 46% increases in account funding. With its mix of personalization, automation, and security, Relay is reshaping how organizations build lasting, results-driven customer relationships.

Okout is a highly user-friendly and adaptable Business Suite that allows organizations to operate with maximum efficiency. Being cloud-based, it is compatible with any device, providing flexibility for users. The suite boasts a wide array of features, including ERP, CRM, BPM, mobile sales, POS, document management, manufacturing, rentals, contracts, dimensional accounting, and more, making it ideal for various sectors such as retail, trading, distribution, manufacturing, real estate, hospitality, construction, and service industries. Additionally, our IT & Business Consultancy Division offers comprehensive professional services aimed at helping clients enhance value while reducing both investment and operational risks. This broad range of services is designed to cater to the needs of small businesses as well as large enterprises, ensuring that every client can find a suitable solution. With Okout, companies can streamline their processes and achieve their strategic goals more effectively.

Manage your emails seamlessly within Podio, as all correspondence is automatically logged to the relevant items for effortless tracking. With GlobiMail, you’ll have the ability to see when your customers have opened the emails you sent, ensuring you stay informed. Whether you're on a desktop, tablet, or phone, GlobiMail integrates flawlessly into your Podio experience. Interact with clients directly from Podio, allowing them to respond to your messages just like regular emails, with everything neatly organized and attached to the appropriate item. To truly grasp the efficiency and time savings that GlobiMail offers, consider taking advantage of their free trial to test it out for yourself. Simply install the browser extension, and an "Email" button will appear on every Podio item, allowing you to compose messages with just a click. It's designed to be incredibly user-friendly, making email communication a breeze. Additionally, GlobiMail will generate a comment containing a link for composing new messages, which can be easily accessed from the Mobile app, enhancing your productivity on the go.

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

Our customer experience management solution, utilized by more than 150 organizations globally, provides an innovative strategy for enhancing customer satisfaction and loyalty, improving overall performance, and fulfilling growth targets. Incorporate comprehensive 360° listening by assessing customer experiences at all interaction points: within your physical stores, on your digital platforms, or during engagements with your customer support team. Additionally, enhance your metrics by broadening your data collection methods, while increasing the number of reviews through our specially designed conversion-focused surveys. This holistic approach ensures that you gain valuable insights from every customer interaction.

Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations.

Establish your subscription-based venture effortlessly with Outseta, which equips creators with all the necessary resources to successfully launch and develop their subscription businesses, ranging from SaaS products to membership platforms. Navigating the start-up landscape can be challenging, often leading to a significant amount of time spent coding features that aren't central to your product while juggling multiple software tools. You might find yourself frequently accessing different systems for various functions—your CRM for sales management, your help desk for customer support, and Stripe for pricing adjustments—resulting in a fragmented view of customer interactions. However, by utilizing Outseta for your start-up, you can expedite your product's entry into the market, as it allows you to oversee your entire operation from a single interface, ensuring your team remains coordinated and providing a comprehensive overview of your business activities. This streamlined approach fosters a sense of tranquility, as it significantly reduces both technical complexities and financial burdens, allowing you to focus on what truly matters. Ultimately, with Outseta, you can nurture your business growth with greater ease and efficiency.

HaystackCRM CRM is a CRM that can be used wherever you are and wherever you are going. Customer relationship management designed for small businesses and highly mobile professionals. HaystackCRM, the most flexible CRM, is easy to use and keeps you connected to your customers, leads, and prospects anywhere, anytime. We created a CRM that you can use in your web browser or as an application. A mobile CRM for small businesses was designed to meet your business needs. Native mobile app that you can use as a business tool. You can fully manage your small business from any device. HaystackCRM allows you to access your contacts and customers as a mobile CRM. This helps you stay connected. You can link your contact management with your sales pipeline to build relationships with your CRM. You can track the status of your sales and generate a quote. You can add a product catalogue of items or services.

You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.

Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.

Revolutionize your eCommerce business with an AI-enhanced CRM specifically designed for online retailers. Elevate your shop to a high-performance sales engine powered by edrone, ensuring a rapid return on investment through sophisticated Marketing Automation features. In today's digital marketplace, data serves as the cornerstone of success, enabling you to elevate your operations significantly. Discover insights about every individual visiting your online store and transform that data into personalized experiences and offers that resonate with their preferences. With edrone's inherent adaptability, you can craft any automation strategy that aligns with your store's unique requirements, and to simplify the process, we provide a selection of popular scenarios aimed at boosting your conversion rates and amplifying your sales. By leveraging these tools, you can enhance customer engagement and drive higher revenue growth.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Our CRM, designed specifically for Apple users, is tailored for small businesses and teams like yours. We have assisted numerous companies in enhancing their productivity and accelerating their growth, and we are ready to support you as well. Your data security and privacy are our top priorities, which is why our Gro CRM platform adheres to PCI compliance and employs robust 256-bit encryption along with TLS 1.2. It also seamlessly integrates with Face ID, Touch ID, two-factor authentication, Stripe, 1Password, and many other tools. With a wealth of user-friendly features, our Mac CRM simplifies the management of your contacts, deals, and sales, ensuring smooth transitions between your Apple devices. By choosing Gro CRM, you’ll forge stronger connections with your customers through our easy-to-use cloud-based application designed exclusively for Apple enthusiasts. Our competitive pricing starts at just $14.99 per seat per month, making it an accessible choice for small businesses. If you are passionate about Apple products, having a CRM that effortlessly syncs across all your devices is essential for your business’s success and efficiency.

FanExam's NPS® tool offers an exceptional method for reliably assessing customer satisfaction and gathering valuable insights on your platform. It efficiently conducts surveys among your customers and generates detailed reports based on their feedback and scores. We ensure that the surveyed individuals are tracked, guaranteeing that your customers' voices are heard. FanExam strategically employs NPS to pose the most relevant questions to your site visitors at pivotal moments, specifically while they engage with your website. This approach enables you to truly understand your customers' perspectives. With the implementation of FanExam on your site, you will establish a continuous, systematic channel for customer feedback, available around the clock. This invaluable resource can help inform your business decisions and enhance the overall customer experience.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

AnyRoad equips prominent consumer brands with the essential technology and insights required to create exceptional live events and experiences. The dynamics of how consumers engage with brands are evolving significantly. Industry frontrunners dedicate more resources to interacting with their customers through both virtual and in-person events, leading to enhanced loyalty, increased revenue, and ultimately a higher lifetime value for customers. AnyRoad simplifies the process of executing live events and experiences. By removing data silos, we empower teams by integrating registration, payments, check-ins, and guest communications, all while providing real-time insights within a single platform. This streamlining facilitates scalable experience operations through tailored and repeatable workflows, allowing teams to achieve more efficiency with fewer resources. Additionally, by gathering first-party data from these experiences, brands can gain comprehensive insights into consumer behaviors, preferences, and feedback. This enables them to accurately measure the effectiveness of their events and compare their performance against competitors in the industry. Ultimately, AnyRoad is committed to transforming how brands connect with their audience in this rapidly changing environment.

Openprise is an all-in-one, no-code solution designed to automate a multitude of sales and marketing tasks, ensuring you gain the full value from your RevTech investments. Instead of piecing together a complicated web of various point solutions that can create an unmanageable "Frankenstein architecture," or outsourcing the problem and risking lower quality and service level agreements with unmotivated workers, you can leverage Openprise. This platform incorporates essential business rules, best practices, and data to seamlessly manage numerous tasks such as data cleansing, account scoring, lead routing, and attribution among others. By utilizing pristine data, Openprise takes over all the manual or inefficient processes often handled by sales and marketing automation platforms, including lead routing and attribution, thereby streamlining your operations. Ultimately, this leads to increased efficiency and better outcomes for your marketing and sales efforts.

Customer feedback is essential for Google to identify your business as a reputable brand. By enhancing your online visibility, you can gain a competitive edge in search results. Research shows that customers are nine times more inclined to select a well-reviewed company over one with poor ratings. Assess your company’s performance to pinpoint areas needing enhancement. You can easily send review requests using your smartphone or computer. With an unlimited number of users, you can include your office personnel, team leaders, and management to ensure a steady flow of reviews. Customers receive a text that directs them to a straightforward survey, and if they respond positively, they will then be prompted to write a review for your business. After experimenting with various review campaigns at a digital marketing agency, Griffin Smith recognized the need for a more efficient automation solution. The goal of ReviewSpreader is to assist ethical businesses in generating authentic, organic feedback that aids consumers in making informed purchasing choices. By facilitating this process, businesses not only enhance their reputation but also foster trust among their clientele.

Boost your revenue, cultivate customer relationships, and evaluate your performance with our award-winning CRM solution. webCRM is designed to assist your sales team with essential tasks by keeping a comprehensive record of daily activities, ensuring follow-ups are remembered, and efficiently generating call lists or targeted email campaigns. These capabilities are just a glimpse of the extensive features that grant you and your team additional time to focus on your customers. Sales representatives can now easily recall all necessary follow-ups, as the task management feature on the homepage consolidates daily to-dos. You can analyze data and create instant reports for your sales meetings, or utilize the analysis tool to tailor your email broadcasts effectively. Eliminate redundant tasks for both your sales and accounting teams, while seamlessly synchronizing data from your current ERP system with webCRM. The success of any new system hinges on its adoption, and webCRM is crafted by seasoned sales professionals who understand the needs of your team. With its user-friendly interface and robust functionalities, webCRM empowers your sales force to achieve their goals more efficiently.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Convert leads into sales opportunities, transform opportunities into customers, and turn customers into repeat orders effortlessly. Our user-friendly CRM seamlessly integrates with your entire business, making billing a breeze! Whether you're just launching an online store or have been managing one for some time, you know that populating your site with products, overseeing inventory, and promoting those items involves considerable effort. We have developed a solution that streamlines this challenging process, enabling you to accomplish tasks in days instead of months and ensuring you maintain a competitive advantage to boost your sales. Import products, categories, or inventory from ANY source and quickly upload them to your store directly from your desktop. It's that easy! The prosperity of any retail operation hinges on its capability to effectively market its products. Research shows that personalized ads tailored to individual products yield the best results, though this approach can be quite labor-intensive. With our tool, however, you can simplify the ad creation process, allowing you to focus on growing your business while still reaching your target audience effectively.

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

Xref simplifies your talent journey, allowing you to make confident decisions that are people-focused. Save time by creating and sending a survey within 30 seconds. Feedback is presented in graphs that are easy to understand and provide actionable insights. Reduce administrative work: Surveys can easily be created and completed on any device, at any time. Let automation take care of the rest. Xref has been certified ISO27001 and GDPR compliant, so you can rest assured that your data will be kept safe and secure. Reduce the time it takes to hire top talent and secure them quickly. Xref’s automated reference-checking tool helps you make informed, compliant decisions when hiring. Want to know how to reduce attrition? Or what metrics your company excels at or could improve on? Conduct a pulse survey. Collect, analyse and measure feedback from departing staff. By collecting data consistently, you can reduce attrition over time and improve retention.

With White Fluffy Cloud, you can foster stronger connections with customers, provide exceptional service, and establish an outstanding brand—all while spending significantly less time and money compared to traditional CRM solutions. We have dedicated ourselves to developing a platform that prioritizes your essential needs over unnecessary features. The standard functionalities of White Fluffy Cloud resemble a dream list for any business professional and include a groundbreaking feature that sets it apart from any other CRM designed for small and medium enterprises. Unlike many other CRM systems that are notoriously complex to configure and navigate, we understand the frustrations that come from that experience. Having faced these challenges ourselves in the business world, we designed White Fluffy Cloud to be the solution we wish we had. We are committed to our promise; share your must-have features with us, and we assure you that if you're not completely satisfied, your investment will be returned. Ultimately, we believe that our service will seamlessly cater to your requirements, making your business operations easier and more efficient than ever before. We are here to ensure your success and satisfaction every step of the way.