CRM Software
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Savii Care
Software Description: Savii Care offers home care agencies a seamless platform to manage scheduling, billing, and care plans efficiently. With integrated CRM, GPS tracking, offline documentation, and automated invoicing, it simplifies workflows for private duty, Medicaid, and VA claims. Empower your agency with tools for exceptional patient care.
Features
Integrated CRM
Customizable Service Plans
Offline POC App
Automated Billing and Payroll
Pros
- Ease of Use
- Efficient Billing Process
- Responsive Customer Service
Cons
- Limited Reporting Capabilities
- Visual Refresh Delays
- Customer Support Concerns
InfoServ
Software Description: InfoServ is an integrated CRM and contact center solution that combines sales, customer service, and help desk tools. It features a 360° customer view, built-in phone/email, ticketing, and performance analytics to boost team efficiency and enhance the customer experience.
Features
Unified Multi-Channel Communication
Customizable Sales Process Management
Advanced Reporting and Analytics
Integrated Help Desk and Ticket Management
Pros
- Integrated Communication Tools
- User-Friendly Interface
- Cost-Effective Solution
Cons
- Limited Customization Options
- Overwhelming Feature Set
- Update Scheduling Conflicts
Topline
Software Description: Topline is a complete business growth platform that combines CRM, sales automation, marketing, scheduling, documents, and payments in one system. With expert support from a Flex CMO, users streamline operations and boost growth through powerful tools and dedicated marketing guidance.
Features
Comprehensive CRM and Sales Automation
Integrated Marketing Suite
Topline Butler Service
Unified Business Operations
Pros
- All-in-One Functionality
- Exceptional Customer Support
- Cost-Effective Solution
Cons
- Two-Factor Authentication (2FA) Requirement
- Learning Curve for New Users
- Limited Third-Party Integrations
Framework360
Software Description: Framework360 is a cloud-based, all-in-one marketing platform that enables professionals to manage campaigns, CRM, contacts, and direct mail from one place. It streamlines operations, boosts engagement, and simplifies marketing workflows for better efficiency and performance.
Features
Visual Website & Landing Page Builder
Comprehensive Marketing Automation
Integrated CRM and Sales Management
E-commerce and Membership Capabilities
Pros
- Comprehensive All-in-One Platform
- Exceptional Customer Support
- User-Friendly Interface
Cons
- Limited Mobile App Functionality
- Checkout Page Customization Constraints
- Learning Curve for Advanced Features
Stafiz
Software Description: Stafiz is a cloud-based PSA software for professional services firms. It streamlines operations with customizable tools for CRM, project management, time tracking, and invoicing. Boost collaboration, automate processes, and access real-time reporting to improve efficiency, profitability, and business growth.
Features
Comprehensive Project Management
Advanced Resource Planning
Integrated CRM and Talent Management
Automated Time and Expense Tracking
Pros
- Comprehensive Functionality
- Ease of Implementation
- Responsive Customer Service
Cons
- Limited Integration with Banking Software
- Absence of Proposal-Building Feature
- Design Aesthetics
Workforce Manager
Software Description: Workforce Manager simplifies business operations with a CRM and Field Service Management solution. It streamlines job scheduling, technician dispatch, and invoicing while enabling real-time updates via a mobile app. Technicians can capture signatures, upload site photos, and complete checklists, enhancing efficiency and service quality.
Features
Comprehensive Business Management
Integrated CRM and Field Service Management
Mobile App for Technicians
Engineer and Technician Diary Management
Pros
- Comprehensive Business Management
- Integrated CRM and Field Service Management
- Cloud-Based Accessibility
Cons
- Learning Curve
- Limited User Feedback
- Feature Depth
Pobuca Connect
Software Description: Pobuca Connect is a cloud contact management app that unifies business contacts into one shared, searchable address book. Accessible on all devices, it features a virtual assistant, Microsoft integration, and robust sharing tools. Pobuca enhances team collaboration, productivity, and CRM efficiency.
Features
Unified Company Address Book
Pobuca Bot – Virtual Assistant
Microsoft Ecosystem Integration
Advanced Contact Management Tools
Pros
- Centralized Contact Management
- User-Friendly Interface
- Robust Microsoft Integration
Cons
- Performance Issues
- Limited Customization Options
- Data Export Limitations
Markate
Software Description: Markate is a mobile-ready CRM and field service software for service businesses. It streamlines invoicing, estimates, scheduling, and work orders, all accessible from desktop or mobile devices. Markate helps track projects, manage employees, and store customer data to boost profitability and operational efficiency.
Features
Invoicing & Billing
Scheduling
CRM
Quotes & Estimates
Pros
- Ease of Use
- Mobile Accessibility
- Time-Saving
Cons
- Customer Support Issues
- Limited Customization
- Limited Integrations
AXSAR
Software Description: AXSAR Solo is an all-in-one app for small teams, offering CRM, project management, and business tools. Manage sales pipelines, help desk tickets, projects, tasks, invoices, and more. Boost productivity with to-do lists, notes, and file sharing. Simplify your business with one integrated solution.
Features
Integrated CRM and Sales Pipeline Management
Comprehensive Project and Task Management
Business Management Tools
Productivity and Collaboration Features
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Affordable Pricing
Cons
- Limited Integrations
- Scalability Concerns
- Customer Support Availability
CRMBOOST
Software Description: CRMBOOST is a flexible cloud-based CRM platform that helps businesses manage contacts, automate marketing and sales, and track customer interactions. It supports mobile apps, targeted email campaigns, and custom solutions—empowering teams to stay connected and productive on the go.
Features
Lead & Contact Management
Marketing Automation
Mobile App Integration
Custom CRM Solutions
Pros
- Customizable CRM Solutions
- Mobile App Integration
- Marketing Automation
Cons
- Limited User Reviews and Ratings
- Lack of Detailed Pricing Information
- Potential Learning Curve
EBP CRM Pro
Software Description: EBP CRM Pro is a powerful customer relationship management software that centralizes customer data, automates sales processes, and enhances communication. Designed for various industries, including construction, finance, and nonprofits, it enables businesses to streamline operations, boost engagement, and improve commercial performance.
Features
Centralized Customer & Prospect Management
Sales & Marketing Automation
Performance & Analytics Reports
Task & Appointment Scheduling
Pros
- Comprehensive Contact Management
- Customizable Fields
- Email Management Integration
Cons
- High Cost
- Limited User Reviews
- Potential Learning Curve
Jigawatt
Software Description: Jigawatt is an integrated software solution for managing the complete solar project life cycle, from lead generation to quoting, project management, and installation. Built by solar experts, it streamlines operations with CRM, quoting, and project management tools, enhancing efficiency and business growth.
Features
Integrated Panel Layout Tool
Powerful and Flexible Quoting
Customizable Pipelines
Extensive Material Library
Pros
- Comprehensive Solar Management Tools
- User-Friendly Interface
- Strong Customer Support
Cons
- Limited Integration Options
- Pricing Concerns
- Performance Issues
myworkspace.com
Software Description: myworkspace.com is an all-in-one business management software offering CRM, project tracking, accounting, invoicing, and more. It centralizes data and provides mobile access to help users manage their operations efficiently. Features include accounts payable/receivable, financial reporting, and task management.
Features
Customer Relationship Management (CRM)
Accounting and Financial Management
Project and Task Management
Document and Knowledge Management
Pros
- Personalized Workspace
- Team Collaboration
- Comprehensive Features
Cons
- Complex Labeling System
- File Management Difficulties
- Limited User Reviews
Pandra
Software Description: Pandra is an all-in-one business management software that simplifies quotes, invoices, CRM, sales, and project management. Designed for collaboration and efficiency, it centralizes business activities in one online tool. Boost productivity, manage resources, and streamline workflows with Pandra’s expert-designed solution.
Features
Quote and Invoice Creation
Sales and CRM Management
Project Planning and Management
Enhanced Collaboration Tools
Pros
- User-Friendly Interface
- Customizable Features
- Effective Collaboration Tools
Cons
- Limited Reporting Capabilities
- Performance Issues
- Integration Challenges
Sales Simplicity
Software Description: Sales Simplicity, a MiTek® company, is a top CRM and sales automation software for residential home builders. It streamlines sales, automates follow-ups, and integrates with key systems. With real-time tracking, reporting, and analytics, it helps builders boost efficiency, reduce manual work, and improve customer engagement.
Features
Sales Automation & Lead Management
Contract Generation & Digital Signatures
Custom Reporting & Analytics
Integration with Business Systems
Pros
- Industry-Specific Functionality
- Comprehensive Sales Automation
- Market Leadership
Cons
- Usability Concerns
- Customer Support Issues
- Integration Limitations
Square Customer Directory
Software Description: Square Customer Directory is a free CRM that helps businesses store customer data, personalize experiences, and boost retention. Integrated with Square POS, Marketing, and Loyalty, it enables seamless tracking of customer interactions to support growth and build lasting relationships.
Features
Unified Customer Profiles
POS Integration
Square Marketing & Loyalty Integration
Manual Data Entry & Import
Pros
- Free and Seamless Integration with Square Ecosystem
- Automated Customer Data Collection
- Ease of Use and Setup
Cons
- Limited Customization Options
- Basic CRM Capabilities
- Data Import Limitations
Webmecanik Pipeline
Software Description: Webmecanik Pipeline is a free European CRM that helps sales teams manage their pipeline, track opportunities visually, and optimize marketing with precise segmentation. It improves teamwork, boosts sales efficiency, and supports RGPD compliance with an easy-to-use, feature-rich platform.
Features
Visual Sales Pipeline
Contact Segmentation:
RGPD Compliance Support
Free Feature-Rich Platform
Pros
- User-Friendly Interface
- Free to Use with Robust Features
- Good Contact and Pipeline Management
Cons
- Limited Advanced Features
- Integration Limitations
- Occasional Performance Issues
WP Business Growth Platform
Software Description: WP Business Growth Platform is an all-in-one CRM and automation tool designed for small businesses. It streamlines lead generation, marketing automation, sales pipeline management, appointment scheduling, and more. With integrated tools, businesses can optimize operations, improve efficiency, and close more deals.
Features
All-in-One CRM & Automation
Lead Generation & Sales Pipeline
Appointment & Task Automation
Multi-Channel Marketing
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Effective Lead Generation
Cons
- Cost Concerns
- Customization Limitations
- Integration Challenges
8020CRM
Software Description: 8020CRM is a Salesforce-powered contact management tool for real estate pros and sales teams. It unifies calls, emails, SMS, and follow-ups with AI-driven lead prioritization, bulk messaging, activity tracking, and QuickBooks integration, helping teams build relationships and convert leads faster.
Features
Bulk Messaging
Intelligent Lead Routing
Activity Tracking
QuickBooks Integration
artis.net
Software Description: Artis.net, an independent French company, offers an integrated ERP, CRM, and customer portal solution. With 30+ years of experience, Artis.net supports IT, telecom, and security businesses in achieving digital convergence through streamlined business management, purchasing, and billing tools.
Features
Integrated ERP and CRM System
Comprehensive Customer Portal
Advanced Billing and Invoicing Tools
Tailored for IT, Telecom, and Security Industries
Avant Manager
Software Description: Avant Manager is a cloud-based CRM and project management solution that centralizes firm data, automates tasks, and eliminates errors. It streamlines office, technical, commercial, and financial management while enhancing client communication. Avant Manager helps businesses boost efficiency, collaboration, and data accuracy.
Features
Centralized Data Management
Task Automation and Standardization
Comprehensive Office Management
Effective Customer Contact Platform
BASCRM
Software Description: BASCRM is an all-in-one business management platform offering CRM, invoicing, sales, marketing, helpdesk, chat, and project management tools. With professional services and advanced features, BASCRM helps businesses enhance agility, streamline processes, and improve performance for sustained growth.
Features
Customer Relationship Management (CRM)
Invoicing and Sales Management
Marketing Automation
Project Management and Collaboration
BizCRM App
Software Description: BizCRM App is an all-in-one business management solution for CRM, HR, and project management. It features lead tracking, sales automation, GPS-based employee tracking, timesheets, and self-service HR tools. With integrated communication and advanced reporting, BizCRM App helps businesses grow efficiently.
Features
Customer Relationship Management (CRM)
Human Resources Management
Project Management
Real-Time Field Employee Tracking
bizhubb
Software Description: bizhubb is a project management and CRM software that streamlines business operations. It offers lead management, client tracking, task assignment, and invoicing. Teams collaborate efficiently with task-sharing and direct client communication. Automation, customizable templates, and flexible billing enhance productivity and project success.
Features
Task Management & Collaboration
Workflow Automation & Dependencies
Customizable Project Templates
Integrated Invoicing & Payments
BizzyEasy
Software Description: BizzyEasy is a comprehensive business management solution offering tools for project management, invoicing, CRM, and HR management. With an intuitive interface and starting at $8.40 per month per user, it enhances efficiency and boosts brand visibility across Gartner Digital Markets sites.
Features
Project Management
Invoicing
Resource Allocation
Reporting
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