Best CRM Software - Page 84

Cleomitra

CleoMitra: Unified WhatsApp CRM & Salon Management CleoMitra is a business management platform designed to centralize customer interactions and operational workflows for service-based businesses, such as salons and spas. The software integrates communication, scheduling, and financial tracking into a single dashboard to reduce the manual administrative burden on staff. Core Functionalities: Unified Communications: CleoMitra consolidates messages from WhatsApp, Instagram, and Email into a single inbox. This feature allows teams to respond to inquiries, send automated replies via templates, and maintain a full history of customer interactions without switching between multiple apps. Appointment Management: The platform includes an automated booking system that supports 24/7 online scheduling. It automatically sends appointment confirmations and reminders via WhatsApp to reduce no-show rates. Billing and POS: Users can generate and share professional invoices and receipts directly through messaging apps. The system tracks payment status and integrates billing data with customer profiles for simplified financial reporting. CRM and Marketing: CleoMitra provides tools for customer segmentation through tagging and bulk contact management. Businesses can launch targeted marketing campaigns and track engagement metrics to monitor repeat visit rates and overall sales performance. Administrative Oversight: The software features a live dashboard for tracking business performance, managing staff schedules, and controlling inventory stock levels with automated alerts for low-stock items.

Average Rating: 5.0/5.0

Total Reviews: 2

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Clienta

Clientager

AI Client Manager for Modern Businesses Never miss a customer again. Clientager answers customers, captures leads, books appointments, handles support and follows up across phone, WhatsApp, website and email.

Clientar

Clientbox

Clientbox is a Netherlands-based software company focused on helping small and medium-sized businesses work smarter and more efficiently. Designed with growing teams in mind, Clientbox combines simplicity with powerful functionality, offering a modern alternative to managing customer relationships and operations across multiple disconnected tools. At the core of Clientbox is a powerful shared inbox that brings all client communication together in one place. This makes teamwork seamless, ensures no message is overlooked, and keeps work easily transferable across team members. On top of this, Clientbox offers a modular set of features, including CRM, invoicing, time tracking, calendar, task boards, and HR tools like absence and leave management. Because every module can be enabled per user, companies can tailor Clientbox to their exact needs. Clientbox helps businesses centralize their client communication and replace multiple standalone apps with one easy-to-use system. The modular pricing model means companies only pay for the features they actually use, making it a cost-efficient and flexible solution. With Clientbox, teams save time, improve collaboration, and ensure continuity in client relationships — even when work needs to be handed over.

ClientCircle

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

Average Rating: 4.0/5.0

Total Reviews: 1

Client Finch

ClientFinch is a UK-focused B2B lead discovery and website opportunity intelligence platform designed for SEO agencies, digital marketing professionals, web developers, and freelancers. **Discover Better Prospects. Identify Real Opportunities.** Traditional lead generation platforms often provide large lists of businesses without explaining why those companies might need your services. ClientFinch takes a different approach by combining UK business discovery, high-confidence website matching, and automated website analysis to help agencies identify potential clients based on evidence-backed improvement opportunities. **How ClientFinch Works** 1. Business Discovery Explore active UK businesses using structured company information. ClientFinch helps users research potential prospects across the UK market. 2. Verified Websites ClientFinch identifies company websites through a high-confidence matching process. The "Verified Websites" designation is used for records that meet the platform's website-matching criteria, helping users distinguish stronger matches from uncertain associations. 3. Automated Website Analysis The platform automatically analyses 500 websites every day, examining publicly accessible website information to identify potential SEO, performance, and usability issues. 4. Evidence-Backed Opportunities Instead of presenting generic leads, ClientFinch highlights specific website improvement opportunities that SEO specialists, web developers, and digital agencies may be able to address. 5. Prospect Research Explore company information, associated websites, and identified improvement opportunities in one platform, reducing the time spent on repetitive manual research. 6. Data Export CSV export functionality is available with the Pro subscription, allowing users to work with their data outside the platform. **Who Is ClientFinch For?** • SEO agencies and consultants • Digital marketing agencies • Web design and development companies • Freelancers offering digital services • Website optimization professionals • Business development teams targeting UK companies **What Makes ClientFinch Different?** ClientFinch focuses on connecting business discovery with identifiable service opportunities. Rather than relying exclusively on company directories, contact databases, or individual website auditing tools, ClientFinch brings these research activities together in a streamlined workflow. Its UK-first approach and continuously expanding opportunity database help users discover businesses with potential website improvement needs. **You Stay in Control** ClientFinch is a research and opportunity discovery platform, not an automated outreach service. Users independently evaluate findings, select prospects, and decide whether to contact businesses. The platform does not automatically send emails or guarantee customer acquisition. **Our Mission** Our mission is to help agencies and freelancers spend less time searching for potential clients and more time evaluating meaningful business opportunities. ClientFinch turns website analysis into actionable prospect research, making B2B client discovery more focused, transparent, and efficient. Discover your next opportunity at https://clientfinch.co.uk/

Clientfisher

Clientflow

Client Follow-up CRM

Client Follow-up CRM is a lightweight, offline client ledger for exporters, factory sales teams, trading companies and sourcing agents who juggle buyers from trade shows, Alibaba, Google outreach and referrals. It is simpler than a full CRM and tidier than a spreadsheet. Keep a profile for every client with company, country, contact person, WhatsApp/email, main products, source channel, core needs and notes, and mark each buyer as Potential, Interested or Converted. Record every contact in a follow-up log with the date, method (email, WhatsApp, phone, video call or visit) and what was discussed. Set a next follow-up date, and clients due today or overdue are highlighted and sorted to the top. Search by name, country or contact, filter by level, follow-up status and date range, and export one client's full history or your whole client list as a PDF. The interface and the PDF labels switch between English and Chinese. Nothing to install: it runs in your browser, and your client list stays on your own computer. Sold as a one-time purchase with a lifetime license (2 activations), no subscription. It does not send emails or messages for you, and there is no cloud sync or team sharing.

ClientFoyer

ClientFoyer is a client portal solution tailored for independent freelancers and boutique studios, designed to streamline client communication and project management. It addresses common challenges such as cluttered email chains and misplaced file attachments by providing secure, shareable project hubs. These hubs allow clients to access live project statuses, download deliverables, view invoices, and provide instant feedback through a single, simple link, eliminating the need for client logins. One of the standout features of ClientFoyer is the generation of unguessable secret links for each project. This ensures that clients can access their project information without the hassle of creating and remembering passwords. The platform supports the upload of various deliverables, including final assets, design mockups, contracts, and code archives, with a file size limit of up to 10MB per file. This centralized approach ensures that all project-related materials are easily accessible in one place. Client feedback is streamlined through a clean feedback stream, allowing clients to leave comments directly on the status timeline with their names attached. This reduces the friction associated with traditional email communications and ensures that feedback is actionable and organized. For freelancers and boutique studios, ClientFoyer offers a professional client management experience without the complexity often found in enterprise project management tools. It is particularly beneficial for photographers, designers, contractors, home service providers, consultants, and freelancers with retainer agreements. By consolidating project updates, files, and invoices into a single portal, ClientFoyer enhances transparency and efficiency in client interactions. The platform offers a free tier suitable for managing one client project at a time, with unlimited drafts and essential features. For those managing multiple concurrent clients, the Pro Freelancer Unlimited plan provides unlimited active projects, white-labeling options, and additional benefits such as a self-service Stripe Customer Portal and priority support. In summary, ClientFoyer simplifies the client management process for freelancers and boutique studios by offering a centralized, secure, and user-friendly portal that enhances communication, organization, and overall project transparency.

ClientMax

ClientMax is an all-in-one CRM and marketing automation platform designed to streamline business communications and lead management. It consolidates essential tools into a single dashboard, including 2-way SMS and email conversation handling, GMB and Facebook messaging, reputation management, and automated "missed-call text-back" workflows. ClientMax also features a full social media content planner, professional invoicing, and dynamic form building to help agencies and businesses drive measurable ROI.

ClientSync

ClientSync is an online booking app and client base that works inside Telegram, built for specialists who work on their own: nail, brow and lash artists, hairdressers, barbers, massage therapists, cosmetologists, psychologists, tutors and trainers. Clients book themselves through the specialist's link, right in Telegram. There is nothing to install and no account to create, for the specialist or the client. The bot confirms the booking and reminds the client about the visit. ClientSync is a Telegram Mini App together with a Telegram bot. It is a web app that opens inside Telegram, not a separate iOS or Android app, so there is nothing to download from an app store. What's included: - online booking via a personal link, with no limit on bookings; - reminders to clients in Telegram; - manual bookings for clients who call or write in Instagram; - client base with notes, visit history, no-show marks and a blacklist; - sync with Google Calendar and Apple Calendar; - analytics and export of all clients to Excel; - on the Pro plan: a waitlist (clients get a message when a slot frees up) and several services in one booking. Prices in your currency (hryvnia, złoty, euro, koruna and others), the schedule in your time zone, and clients in another time zone see the visit time in their own. Interface in 13 languages. Clients pay the specialist directly; ClientSync handles bookings, reminders and records. Pricing: every new specialist gets 30 days free, no card required. After the trial there are two plans: Base at 99 UAH per month (about $2.40) and Pro at 149 UAH per month (about $3.60). There is no free plan. The subscription is paid through Monobank. Made in Ukraine.

Clientus

Clientus is an omnichannel CRM for sales and customer service teams that brings customer conversations, history, purchases, notes, tasks and context into one place. Teams can manage WhatsApp, Instagram, Facebook and TikTok conversations, automate workflows, track follow-ups and access a complete Customer 360 profile without paying per user. Clientus also makes customer context available to AI tools such as ChatGPT, Claude and Codex through MCP, API and webhooks, allowing teams and AI agents to work with the same customer information. Clientus is designed for businesses that manage customer relationships through messaging and need a single place to understand each customer, coordinate their team and automate follow-up.