Best CRM Software - Page 80

BrickByClick

BrickByClick is AI-powered business operations software for local service businesses, connecting customer acquisition, communication, fieldwork, payments, and financial reporting in one platform. It gives owners a practical way to manage the entire customer journey—from the first enquiry to the completed job—while reducing the administrative work that competes with serving customers and growing the business. At the front of the business, an AI receptionist answers calls using approved information about services, hours, prices, and booking rules. It recognizes returning customers, captures enquiries, and books appointments into available times. Recordings, transcripts, and summaries keep the office informed, while unanswered questions help owners identify information their receptionist needs. A connected inbox organizes customer conversations alongside the records and work they relate to. The CRM brings contacts, sales opportunities, estimates, appointments, documents, invoices, and customer history together. Owners can see where each job stands, what has happened, and who needs to act next. Automated follow-ups help maintain contact with prospects, remind customers about appointments or outstanding payments, and request feedback after eligible work. Email campaigns and service reminders support repeat business without requiring owners to rebuild contact lists or remember every follow-up. For teams in the field, BrickByClick provides a mobile workspace built around the working day. Technicians can access assigned visits, directions, notes, work orders, checklists, photographs, and customer signatures. Time tracking and materials records connect field activity to job costs. Supported offline functions preserve updates until connectivity returns. An authenticated team phone line provides voice access to selected schedules and actions, while AI-assisted documentation helps turn spoken updates into useful job records. Estimates, deposits, invoicing, and online payments keep the financial side connected to the work. Customers can review estimates online and pay through supported payment methods, including an on-site QR code. Receipt capture and job costing bring recorded expenses, labour, and applicable payment fees into the profitability picture. Daily job reports and monthly business summaries help owners understand progress, collected revenue, and areas requiring attention. BrickByClick’s intelligence layer makes these connected records useful. Needs attention identifies issues such as missed callbacks, unanswered estimates, completed work without an invoice, and potential labour overruns. Each issue comes with context and a practical next step. Owners can also ask questions about their business in plain language and review supported AI actions before approving them. Managed websites, hosting, local SEO, Google Business Profile services, content, and review tools help businesses attract enquiries and strengthen their online presence. Connecting marketing with customer and job records makes it easier to understand what happens after someone calls or submits a form. Designed for owner-operators and small service teams, BrickByClick combines operational tools with setup assistance and accessible documentation. Role-based permissions, two-step authentication, notifications, and activity records support everyday administration. Businesses can begin with the workflows they need most and expand their use over time. Features vary by plan, and messaging or integrations require applicable setup and approval. The result is a clearer, more connected way to run the business, with fewer handoffs and less information scattered across separate tools.

Bricklark

Bricklark is a cloud-based construction management software platform engineered specifically for subcontractors and trade crews. Unlike general field-service apps designed for quick service calls, it tracks projects built around multi-stage phases, materials, and crew coordination.

Briefcase

Briefcase is a free quoting and payments software for contractors and home service businesses. Create and send polished proposal links in minutes. Know when customers view and interact. Allow customers to approve the project and pay you via card or ACH, with next-day payouts.

Brightcare Dental Management

BrightCare is a dental practice management platform designed to help dental clinics organize their day-to-day operations in one workspace. Built for dental teams, BrightCare provides a central place to coordinate practice workflows and manage clinic operations. Its flexible setup can be tailored to the needs of each practice, helping teams work in a more organized and consistent way.

Brik Pro

Brik Pro (pro.brik.com) est l'édition professionnelle de Brik, logiciel français de gestion locative édité par Brik.com (Lezennes, métropole lilloise). Elle s'adresse aux agences immobilières (gérance), administrateurs de biens, foncières, bailleurs sociaux et collectivités, de 1 à plus de 5 000 lots. Brik Pro reprend toutes les fonctions de Brik : baux conformes au droit français signés en ligne, quittances automatiques, états des lieux numériques, suivi des loyers par synchronisation bancaire (DSP2), révision IRL, régularisation des charges, pré-comptabilité et export FEC, Assistant IA Brik et agent IA Communication locataire, connecteur MCP (Brik dans Claude, ChatGPT, Cursor). Il y ajoute la gérance pour compte de tiers, le multi-mandats, le prélèvement SEPA, la facturation électronique et la consolidation multi-entités. Données hébergées en France, RGPD. Tarification sur devis, selon le nombre de lots et les modules, présentée en visio. Inscription : https://app.brik.com/onboarding-pro

BrokerDam

BrokerDam is a CRM built for Canadian mortgage brokers and brokerages. It replaces the stack most brokers juggle to close one file: a generic CRM, an e signature tool, a texting app, an email marketing tool, a booking link and a document portal. The AI Underwriter reads the full application package, including paystubs, NOAs, T4s, bank statements, credit reports and MLS listings. It cross references the documents, calculates GDS and TDS with the OSFI B-20 stress test, and returns a broker ready summary with its reasoning and flags. It never approves or declines a deal. The broker stays in control. Brokers run their pipeline, send documents for e signature with a certificate of completion, text clients two ways, send email campaigns, give clients and realtors their own portals, track commissions and keep AML and FINTRAC records in one place. Deals sync in from Velocity by Newton, and books from other systems come in by file import. Ad leads from Meta and Google land on the Leads page through a secure webhook. All data is hosted in Canada. One plan with everything included: $99 CAD a month or $999 CAD a year, with a 14 day free trial and no setup fee.

Brokernomy

Brokernomy is web-based bookkeeping software for people in the business of real estate: licensed agents, investors who flip houses, owners of rental property, and property managers. Each of its four plans opens the tools for that line of work, and the tools for a second line of work can be added to a plan. For agents, Brokernomy works out what each closing pays after the referral fee, the brokerage split, the cap and other fees, and tracks progress toward the cap. It keeps a monthly profit and loss with the return on each lead source, a pipeline of deals weighted by stage against a yearly goal, a watch list of dues, license renewals and continuing education, a mileage and vehicle log, contacts, and the figures for each Form 1099-NEC the agent issues. A year-end tax organizer gathers the totals, documents and questions to bring to a tax preparer. For investors, the flip tracker keeps every cost on the house it belongs to, from purchase through rehab and holding to sale, and lists unsold houses as inventory. Rental owners see who rents what, who owes rent, and the money in and out of each property by year. Property managers keep each owner's money separate, record their fees, and see what their own company earns. A team and brokerage add-on shows a broker or team lead their agents' closings, caps and licenses. Expenses can be typed in, scanned from a receipt photo, or read from an uploaded bank or card statement (CSV or PDF). Its reader, Ask Reale, suggests where each line belongs and asks when it is unsure. Year summaries download as PDF files for a CPA or tax preparer. Email reminders and a calendar feed for Google Calendar, Apple Calendar or Outlook cover due dates. Every subscriber signs in with two steps, card payments are handled by Stripe, and users can download their records or delete their account at any time. Brokernomy keeps and adds up records. It does not give tax, accounting or legal advice.

BrokerOS

BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.

BrokLeads

BrokLeads is a lead management CRM with a shared WhatsApp inbox, built for sales teams in Pakistan, the UAE and Saudi Arabia. Leads from Facebook and Instagram ads, website forms and file imports land in one list. Rules send each lead to the right agent, and the team can see why. Everyone replies from one shared WhatsApp inbox, with saved replies, notes and labels, so no chat lives on one person's phone. Owners and managers can see how fast the team replies, set office hours and a first-response target, and follow every lead from first message to close. Guided WhatsApp flows ask the first questions for you and hand the chat to a person. The interface works in English and Arabic, including right-to-left layout. It suits any sales team and goes deepest for real estate. An Android app is available, and every plan starts with a 7-day free trial.

BROSH

Brutus

Brutus is an all-in-one CRM for B2B teams that brings customer management, a B2B lead database, business calling, AI call summaries, business email, calendar and appointment scheduling, invoices and payments, email marketing, automated follow-ups, and file storage into one platform. Teams can manage leads, communicate with customers, coordinate appointments, and handle day-to-day sales operations from a single workspace.

B'Sales

B'Sales is a CRM for clinics and medical practices in Brazil that takes the patient from the ad to the booked appointment. The B'Talks AI agent answers on WhatsApp and Instagram Direct at any hour: it answers questions, understands voice messages and images, books and confirms appointments, and hands the conversation to the team when needed. B'Sales brings WhatsApp (through Meta's official API), Instagram and email into one inbox, with scheduling by professional and room, patient records, a sales pipeline and the source of every lead from an ad. Android app available. Organyc Ai is a Meta Tech Provider and runs on Google Cloud. Brazilian company based in Belo Horizonte. Portuguese only.

BuildersBridge

BuildersBridge is construction management software for home builders, renovators, general contractors and trade businesses in Canada and the United States. It brings lead management, estimates, proposals, electronic signatures, project scheduling, crew coordination, time tracking, daily logs, site photos, change orders, invoicing and reporting into one platform. Teams can organize enquiries, prepare quotes, assign work, track project costs and monitor outstanding invoices. Bridge AI helps create itemized estimate drafts for users to review and approve. BuildersBridge is developed by Brainfy AI Inc.

BuiltRight Client Finder

Client Finder helps UK trades and construction businesses find companies that fit their services, identify buying signals and prepare personalised outreach. Priced at £49 plus VAT per month, 3-month minimum.

BuiltRight CRM

Construction CRM for UK contractors: future projects, multi-contractor tenders, estimator workload, commercial chase, win rates and revenue forecasting in one place. £79 plus VAT per month or £790 per year.