Best CRM Software with a Free Trial of 2026 - Page 32

SalezShark will help you manage your unique marketing process and drive engagement at every customer touchpoint. All channels are the right channels to send the right messages. You can create emails, social ads landing pages, postcards, and other communications from one place. All your customer data can be organized in one CRM with email automation and sales automation. You can manage your pipelines, update deals, or follow up whenever you need. SalezShark Connect+ allows you to optimize your marketing process by giving you access to the most accurate and actionable data. This will help you reduce marketing expenses and increase your impact on your target audience.

Developing online surveys, forms, and questionnaires allows you to gather and analyze data effectively, providing you with the insights needed for informed decision-making. Our platform is trusted by a diverse range of users, including students, non-profits, corporations, and government entities, who rely on it daily to capture and utilize data. SmartSurvey is equipped with a variety of features designed to facilitate quick and easy respondent engagement while gathering feedback and opinions. Each plan offers unlimited surveys, a collection of pre-designed templates, and an extensive selection of question types to choose from. For those on paid plans, advanced question types and logic are included, while enterprise options come with pre-configured customer experience inquiries, comprehensive dashboards, and customizable variable features. Enhance the visibility of your surveys with robust built-in distribution tools, and all plans allow for unique links to be created for sharing, sending, and monitoring surveys, which can also be embedded within your website. Additionally, business plans and higher tiers provide the ability to send and track survey invitations through our integrated email service, ensuring you maximize your outreach and engagement. With these comprehensive tools, you can efficiently collect valuable insights that drive your organization's success.

TalkToTheManager offers an innovative solution for business owners to receive anonymous feedback from patrons via text messaging, enabling them to tackle concerns regarding customer service, products, and facilities before negative experiences translate into unfavorable reviews. Upon enrolling in our service, we swiftly assign a dedicated phone number for display at your establishment, ensuring easy access for customers. Managers on duty are promptly alerted to messages through their mobile devices or email, all while maintaining the anonymity of the customer's phone number. This allows managers to instantly reply via text while the customer is still present, effectively addressing issues or acknowledging compliments for an excellent experience. As a result, customers leave satisfied, often leading to positive online reviews, enthusiastic word-of-mouth referrals, and a return to your business, which in turn boosts revenue and strengthens brand loyalty. With just a simple text to your TalkToTheManager number from any mobile device, customers can easily share their thoughts. This streamlined communication not only enhances customer satisfaction but also fosters a more responsive and attentive business environment.

Initially known as Able Glaze, Able Group was established in 1993 as a provider of emergency maintenance services in London and Essex. By 1998, we had expanded our operations to cover the entire nation, and two years later, we relocated to a more spacious facility in Leigh-on-Sea. Over the years, Able Group has grown to encompass seven distinct trades, including plumbing, heating, drainage, electrical work, lock services, glazing, and pest control. Our company has evolved from its modest origins into a comprehensive property maintenance service capable of reaching over 90% of UK postcodes. Operating under the name Viabl Ltd, Able Group employs a team of more than 800 engineers, with our vans actively traversing the streets of the UK, ensuring prompt service delivery to our clients. This commitment to expansion and service excellence has established us as a leader in the property maintenance sector.

Effortlessly monitor your diet from any location. With the combination of your smartphone and our innovative scale, Gourmetmiles provides comprehensive tracking of nutrition, calorie intake, sugars, carbohydrates, and vitamins from any food item. Keep tabs on your dietary habits wherever life takes you by utilizing Gourmetmiles for accurate food data. This unique app stands out as it measures dietary intake based on the weight of the food consumed. Your nutritional information is instantly incorporated into your dietary log, allowing you to receive detailed analyses of your eating patterns on a daily, weekly, or monthly basis. Our compact scale is designed for portability, making it easy to track your diet no matter where you are. In today's world, health technology enables us to keep an eye on various aspects of our well-being, including exercise, sleep, and heart health. Gourmetmiles focuses on one of the most significant health factors we can control: our diet. To get started, simply identify a food item from a database containing over 76,000 USDA foods, then place it on our patented scale. Once the food is weighed, you can add additional ingredients, and Gourmetmiles will calculate the total calories, carbohydrates, sugars, vitamins, and minerals for all items, seamlessly adding this information to your dietary record while helping you make informed choices about your eating habits. This way, you can stay on top of your nutrition like never before.

Zyprr offers a revolutionary approach for businesses to engage with their customers. The enhancement in team productivity is so significant that employees will prefer this method over traditional ones. You can effortlessly oversee all your contacts, accounts, leads, sales pipeline, forecasts, and customer interactions from a centralized platform. It features top-tier customer support and help desk capabilities, allowing for efficient ticket management, customer emails, self-service options, and access to a comprehensive knowledge base. With integrated campaign management, you can effectively nurture leads and implement drip marketing strategies. Streamlining inventory management also accelerates invoicing and order processing. This platform ensures that both customers and employees receive precise information and complete transparency. It provides secure collaboration tools alongside robust storage solutions for your operations. Additionally, you can set reminders to avoid missing any critical contract renewal dates. Tailor your dashboard and create custom reports to monitor key performance indicators and activities that drive your revenue growth. Furthermore, the ability to integrate with various email systems, comment, receive notifications, and sync calendars enhances the overall utility of the platform, making it an all-in-one solution for modern businesses. This holistic approach not only simplifies management tasks but also strengthens relationships with clients and team members alike.

Boosting customer loyalty and enhancing business profitability can be achieved by delivering an exceptional customer experience through open and clear communication. It is essential for your sales teams to focus primarily on driving sales and maximizing revenue, while minimizing their time spent on administrative responsibilities. To increase their selling efficiency, they require quick access to precise customer data, insights into customer preferences, and a history of previous interactions. PM AM CRM equips your sales teams to generate more revenue by effectively reaching out to both new and existing clients at optimal moments with the right solutions, all backed by comprehensive customer information readily available. Additionally, PM AM CRM facilitates the efficient management and tracking of various marketing initiatives, enabling you to make well-informed choices regarding the most effective marketing channels at the right times. Furthermore, this CRM system supports the maintenance of consolidated and easily accessible records of customer interactions across all departments, ensuring a cohesive approach to customer engagement and service. Ultimately, leveraging PM AM CRM not only streamlines operations but also fosters a deeper understanding of customer needs, paving the way for sustainable business growth.

Whether you're seeking an internal Knowledge Management system or a straightforward FAQ section for your customers, Support Hero has you covered. Equip your team with a comprehensive playbook or offer exceptional assistance to your clients. Support Hero provides a refined and user-friendly Knowledge Management Solution. It includes a fully functional knowledge base portal right from the start. With an embeddable widget that seamlessly integrates with the portal, you won't have to worry about updating content in multiple locations. The appearance is highly customizable, allowing configuration to operate on your own domain. The Support Hero widget can be effortlessly embedded into your website or web application, sharing the same content from the knowledge base portal while being highly adaptable. Take advantage of our contextual content feature to deliver the most relevant articles based on the user's navigation. Implementing the widget is as easy as adding a simple JavaScript snippet, making it accessible for all levels of technical expertise. Additionally, Support Hero ensures that your users receive consistent and tailored support, enhancing their overall experience.

With a single screen, you can obtain a comprehensive overview of your customers, including their profiles, the status of deals (whether they are open, won, or lost), interaction history, and all scheduled tasks and events. Discover how they engage with your business and products to foster personalized conversations that resonate. Keep everything important within reach through our intelligent reminders that ensure you never miss crucial events or milestones, such as customer anniversaries or essential emails to send. You can now avoid the risk of overlooking any client or lead, as the "Stay in touch" feature allows you to focus on other tasks while Sellf notifies you when it’s time to connect. In today's mobile-centric landscape, why limit your selling to your office? Enjoy the full advantages of a Sellf CRM right on your mobile device, seamlessly integrated with Google Maps to display your customers on an attractive map, making your outreach efforts more efficient than ever. Additionally, this feature not only enhances your productivity but also simplifies the management of your customer relationships.

iQDesk Free CRM is an online tool designed to assist in the growth and management of various business functions. You can easily access a demo by logging in with the credentials demo/demo. Within just five minutes of installation, you’ll be able to start sending SMS and managing your appointments. You can create multiple user accounts and allocate distinct roles, ensuring that each user can perform their necessary tasks. The system is truly responsive, allowing you to work from any location. Should you encounter any issues, feel free to reach out, and we will swiftly address your concerns! Additionally, iQDesk Free CRM offers a user-friendly interface that makes navigation simple for everyone involved.

A Digital Adoption Platform enables the creation of engaging walkthroughs, informative tooltips, surveys, and helpful support articles directly within your application. By leading users seamlessly through your product, it enhances adoption and conversion rates while minimizing churn. This approach accelerates your business growth and enhances user satisfaction with your software. It allows for the immediate automation of employee training, boosts productivity, and shortens the time to achieve a return on investment from your software. Additionally, it alleviates the demands on your internal helpdesk by guiding users toward their objectives more swiftly. You can keep users informed about training sessions, system downtimes, or product updates at any point within the app. Providing tooltips helps users understand their tasks and navigate your application effectively. Moreover, by directly soliciting feedback from users, you can assess performance and identify any obstacles within your application, leading to continuous improvement. This proactive approach not only fosters a better user experience but also contributes to long-term customer loyalty.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Twenty20 is the first fully-featured ERP solution that contractors of all sizes can use. It is 100% customizable to meet your needs. Twenty20 is easy to learn, easy to set up, and easy to use. Modules include: -Accounting - Project Management Document Management - Estimating - Scheduling Service Management and Work Order Management - Equipment & Fleet Management Management - Human Resource Management - Leave Management Time and Attendance Tracking - Expense Report Management - Sales and CRM Our ideal customer is a contractor who has multiple systems for managing their business and is looking for ONE solution that is fully integrated and customizable to meet their specific needs.

Introducing Project Pipeline, an innovative web-based solution designed to assist construction companies in efficiently managing essential details related to their projects and clients. Developed by The Blue Book Building and Construction Network, Project Pipeline specifically caters to the construction sector, offering a user-friendly interface that can be tailored to suit the unique requirements of YOUR business. With exclusive built-in Blue Book ‘Business Intelligence,’ this platform equips you and your team with vital insights for making informed decisions. Project Pipeline is the ideal tool for anyone aiming to optimize their sales process and secure additional projects, ultimately driving growth and success in the competitive construction landscape. Whether you're a small firm or a large corporation, Project Pipeline is here to elevate your operations!

Sugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page.

Transform almost every aspect of the chat interface with ease. By simply copying and pasting the HTML code, you can integrate it into your website as a Button, Embedded Window, Multi-operator feature, or Footer bar. This straightforward process allows you to deploy our applications live on your site effortlessly! It's convenient, straightforward, and highly effective. You can add as many operators as your business requires, ensuring scalability that aligns with your company's growth. Special discounts are available for customers utilizing multiple products. Implementing features like Live Tracking, Support Tickets, and Live Chat will provide you with essential insights into both your customers and your business operations. In today's digital landscape, having effective communication tools is a necessity for any business with a website. Our powerful live chat software enables you to engage with website visitors and turn them into loyal customers. Chataroo makes it incredibly simple and cost-effective! Adjust nearly every element of the chat window as needed, and with a quick copy and paste of the HTML code, you can easily set it up to fit your preferences.

Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.

AllProWebTools consolidates all your clients' contact details and interactions, encompassing emails, Facebook messages, text messages, and phone call logs, into a single application. You will receive alerts when potential leads submit your website forms, when invoices are settled, and when customers reach out to your business. The staff chat feature enables seamless communication with your team, whether you or they are on the move. Additionally, the Timecard system allows employees to clock in and out via their mobile devices, complete with GPS tracking for each entry. You can easily access customer records and view a comprehensive history of all communications your team has had, including emails, texts, phone calls, and Facebook messages. Notes can be added to client profiles, and you can monitor the tasks your staff are handling, along with their clock-in and clock-out times. Furthermore, AllProWebTools provides unmatched visibility into the effectiveness of your emails as well as the engagement levels of each contact with your outreach efforts, ensuring you're always informed about your communication dynamics. This comprehensive approach not only enhances operational efficiency but also strengthens your client relationships through better understanding and responsiveness.

In today's highly competitive landscape, sales teams must adopt an effective sales process to reach ambitious targets. This approach enables a focus on the most promising deals at opportune moments, ultimately leading to increased revenue through quicker closures. MeraCRM's efficient sales process not only aids in securing optimal deals but also provides a sales process tool that sets apart high achievers from those who struggle. This tool allows for automated follow-ups and customization of industry-specific terminology, enhancing communication. Leveraging CRM technology alongside sales efforts can significantly elevate your team's productivity by streamlining numerous sales-related tasks. Furthermore, maintaining strong relationships with customers is crucial in sales, and implementing CRM software can free up valuable time, allowing for more meaningful interactions with clients. By optimizing your sales strategy with a robust CRM system, your team can achieve greater efficiency and build lasting customer connections.

Saleskit provides integrated software solutions that optimize customer relationship management, enterprise resource planning, and human resource management. Their CRM system helps businesses manage contacts, sales pipelines, and communications while automating customer-related tasks. The ERP module ensures better control over business operations like finance, inventory, and supply chain management, all from one platform. Meanwhile, the HRM solution simplifies employee management by tracking attendance, payroll, and performance. Saleskit's solutions are flexible, offering businesses the tools they need to improve productivity, streamline processes, and scale effectively.

We offer a single-location solution to your Customer Relations Management, Project Management and Invoicing Automation.

Sansan is a cloud-based/business-card-based contact management/CRM software for companies and teams. It has more than 6,000 corporate customers around the world. Sansan is a leader in Japan's market and is available in English. Users increase productivity, efficiency, better follow up on leads, and allow companies to collaborate on internal referrals. Sansan's focus is on business cards. They are a rich source for first-party data and can be scanned with great accuracy. To achieve 99.9% accuracy in digitization, we combine OCR with highly secure human transcription in harmony with machine-learning. It's not just English or Japanese. Sansan's intelligent data detection can read and digitize all major languages around the world. This data is the basis of a shared and proprietary database that includes all contacts acquired by a company. The database becomes a valuable company asset that can be accessed via the internet.

Introducing SAM, your ultimate relationship facilitator! This innovative network-driven relationship manager features a fully humanized voice-activated conversational AI designed to enhance your leadership capabilities. SAM simplifies the process of securely sharing introductions and referrals within your trusted circle of colleagues, contacts, and connections. Exclusively available by invitation, SAM evaluates the strength of your relationships through various touch-points and time-related factors while maintaining the highest standards of privacy. Joining is completely free, with no unwanted advertising or spam. SAM combines the convenience of a cloud-based application with the added benefit of voice-activated conversational AI, allowing you to accomplish tasks with minimal data entry, clicks, and software training. You can engage with SAM through voice or chat, enabling efficient task completion without the need to familiarize yourself with a new system. Impressively, SAM operates 402% faster through its voice-activated capabilities compared to other platforms available today, making it an unbeatable choice for effective networking and relationship management. With SAM, you can experience a new level of productivity and connection.

Copy2Contact is utilized by both businesses and individuals to efficiently gather essential information regarding clients and potential leads. Seasoned professionals leverage Copy2Contact to reduce their data entry efforts by an impressive 98% while enhancing their accuracy threefold in everyday operations. This tool seamlessly integrates contacts, leads, appointments, and events into platforms like Microsoft Outlook and Salesforce.com on a PC, as well as into the address book on an iPhone. Users can easily extract contact details from sources such as emails, documents, resumes, and websites. Copy2Contact boasts proprietary technology that streamlines the management of contacts and appointments. By capturing complete contact or appointment information in one go directly from the screen, it eliminates the need for manual retyping, thereby minimizing errors and saving valuable time. This innovative solution effectively operates from various sources, including email signatures and web search results, ensuring it fits smoothly into a professional's daily workflow, enhancing productivity and efficiency even further.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.