Best CRM Software - Page 136

WindSketch

WindSketch is a comprehensive software suite built specifically for window, door, and hurricane protection contractors. It brings together the tools businesses need to manage their entire operations, from sales and estimating to project management, permitting, and installation. Unlike generic contractor management software, WindSketch is designed around the unique workflows and challenges of the window and door industry. The platform includes powerful tools for creating floor plans and elevations, managing openings and measurements, generating professional estimates and contracts, preparing permit documentation, collecting electronic signatures, and tracking projects from start to finish. WindSketch also features AI-powered automation, customer management, team collaboration, document management, and business integrations, helping contractors streamline operations, reduce manual work, improve accuracy, and deliver a better customer experience. By bringing sales, operations, and project execution into one connected platform, WindSketch helps businesses increase productivity, improve team coordination, and scale with confidence. WindSketch — One Project. One Team. One Place. https://windsketch.com

With Managed

More booked, paid, repeat clients. AI helps with the admin. Your AI works the lapsed-client list Managed keeps bookings, consent forms, payments, messages and marketing in one place. Starter and Growth add AI to help answer enquiries, prepare campaigns and handle everyday admin. You stay in control: review drafts and confirm changes before they happen. Start free, and we’ll help move your data across at no cost.

WiWink

Word of Tour

Word of Tour is review management software for tour and activity operators who sell on Google, Tripadvisor, GetYourGuide and Viator. Travelers pick tours by rating and review count, so Word of Tour works on both: getting more reviews, and answering every one well. Ask. Each tour gets its own printable QR card. At the end of the tour, guests scan it, choose the platform they booked on, and land on that platform's review form. Every guest sees the same choices, so no one is filtered out. Guide codes show which tours and guides bring in the most reviews. Answer. New-review emails from each platform are forwarded into one inbox, sorted most urgent first. Each review comes with a reply drafted in the guest's language that fits the platform's rules. Staff read it, adjust it and post it. Alert. Reviews at 3 stars or lower, or ones that mention safety or a refund, trigger an email with the reason and a drafted reply. Staff can get these emails too. Prove. On the 1st of each month, owners get a short report: new reviews per platform, rating, reply rate, QR scans, and an estimated booking range. Built by a former tour agency employee who watched staff copy every review into an AI chat and paste the reply back by hand.

Workbie

Software Advance delivers the advanced business management platform Workbie, a modular, fully customisable CRM and Business Management Suite. Designed to adapt to any industry—whether gyms, bars, property management, manufacturing, nurseries or beyond—Workbie integrates core functions such as sales, purchasing, accounting, HR and workflow automation. With built-in integrations to Xero and SumUp, plus a powerful no-code form builder for developing custom workflows rapidly, Workbie enables businesses to streamline operations, reduce manual work and gain unified insights—all within a platform tailored to their unique processes.

WorkDash

WorkDash is a cloud-based, all-in-one business management platform that provides a fully customisable solution, regardless of company size. Aimed at small to medium businesses that provide services, WorkDash is adaptable to almost any industry. Packed with features, WorkDash has a range of tools to cover scheduling, quotes, invoicing, communications, compliance, marketing, workforce and job management. With a range of built in customisations, WorkDash also provides custom development solutions as well as built in add-ons and third party integrations. You will not find better value for money.

WorkFrame

Job management, simplified. Quote, schedule and invoice from your phone.

WorkXpace

WorkXpace is an all-in-one work management and business operations platform designed for growing IT services companies and professional service organizations. It brings together project management, resource planning, timesheets, leave and attendance, task tracking, HR operations, billing, and business intelligence into a single, centralized platform. With a real-time command center with CxO dashboards, leadership teams gain instant visibility into project performance, resource utilization, profitability, billability, revenue trends, and operational KPIs. Instead of waiting days for reports, decision-makers can access critical business insights in real time and take action faster. Organizations using WorkXpace achieve: - Up to 99% reduction in spreadsheet dependency - Up to 99% faster month-end reporting and business reviews - Up to 99% less administrative effort across HR and operations - Up to 99% improvement in resource utilization visibility - Up to 99% faster project and billing reconciliation - 100% real-time visibility into workforce, projects, and business performance By replacing disconnected tools and manual processes with a unified system, WorkXpace helps organizations improve productivity, increase operational efficiency, enhance decision-making, and scale with confidence.

WorkZeal

Worldsoft Business Suite

Worxley

Worxley is an AI-native CRM and revenue operating system for growing businesses, designed to bring sales, customer management, automation, and revenue intelligence into one connected platform. It helps businesses manage the complete customer journey—from capturing and qualifying leads to managing opportunities, proposals, contracts, payments, and long-term customer relationships. Unlike traditional CRM software that primarily stores customer information, Worxley combines CRM, AI, workflow automation, sales intelligence, and revenue operations to help teams understand what is happening and take action faster. Teams can manage leads and contacts, organize sales pipelines, track activities, communicate through email and WhatsApp, create proposals and contracts, manage payments, and monitor sales performance from a single workspace. Worxley’s AI capabilities are built directly into everyday CRM workflows. AI Copilot helps users understand leads, pipelines, and sales activity, while AI insights can surface risks, opportunities, and recommended next actions. Businesses can also use AI-powered lead scoring, deal intelligence, forecasting, workflow automation, and AI agents to reduce repetitive work and improve sales execution. Its visual workflow builder enables teams to automate processes using triggers, conditions, delays, assignments, notifications, and actions. This allows businesses to automate follow-ups, lead routing, customer processes, and other repetitive revenue operations without relying on manual coordination. Worxley is built for digital marketing agencies, professional services firms, IT services companies, real estate businesses, tourism businesses, and other growing organizations that need a CRM that can adapt as their operations become more complex. With a self-service experience, businesses can start without a sales demo, explore the platform, and experience premium capabilities through a 14-day trial. A free plan for up to three users provides an accessible way for small teams to start managing their customer relationships and sales processes. Worxley’s goal is simple: make CRM more intelligent, automated, and actionable—so growing businesses can spend less time managing their CRM and more time growing revenue.

WP Business Growth Platform

WP-CRM System

x10crm

x10CRM is an AI-powered CRM platform designed for sales teams, call centers, and businesses that want to streamline lead management, automate sales processes, and improve customer communication. x10CRM brings leads, customers, sales activities, tasks, communication, and analytics together in one centralized workspace. The platform helps businesses organize their sales pipeline, manage leads and customers, automate routine processes, and give sales teams the tools they need to work more efficiently. x10CRM is built with a focus on simplicity, automation, and scalability, making it suitable for small and growing businesses as well as teams with high-volume sales operations. Key capabilities include lead and customer management, sales pipeline management, task and activity tracking, sales automation, team management, analytics, and integrations with communication and business tools. AI-powered features help teams reduce manual work and make their sales processes more efficient. x10CRM is particularly suited for sales teams, call centers, e-commerce businesses, and companies looking for a modern alternative to traditional CRM systems.

Xale CRM

Xale CRM is the best study abroad CRM for consultancies, and the education and academy CRM built by Xale Private Limited in Kozhikode, Kerala. It runs the whole student journey in one workspace, from enquiry and counselling to university applications, offers, deposit, visa and enrolment. Follow-ups come first. A telecaller, a counsellor and a visa officer can work one student at once. Each role on the student and on every university application (deal) keeps its own follow-up, one per role enforced by the database, with its own reminder by web popup, Android push and the in-app inbox, and every track carries a follow-up per role of its own. Overdue, Today and Later show what is due, and managers see the team's follow-ups by user, branch and role. Beside the main pipeline, a workspace runs as many parallel pipelines as the work really has. A track such as Loan, Interview preparation or Visa filing is a small pipeline of its own, with its own steps, person, per-role access and follow-up, so the loan officer and the visa officer work their own queues without touching the counsellor's stage. Access is set stage by stage and track by track. There are 4 role templates and a 5-level lead-access dial (Admin, Manage, Edit, View, Deny) on every pipeline stage, enforced on the server in every list, board, dashboard and report, with branch and territory visibility, per-field access and per-role exports. Automations are built to be relied on. Automation actions include Move deal, Sync deals, Set / update follow-up, Assign track, Auto-distribute and Shuffle. Each run is queued after the triggering change is saved, retried automatically and logged with a plain-English summary, and any failed run can be retried in one click. Describe a rule in plain words and Xale AI drafts it in the builder for you to preview and save. The Custom Report Builder is built on the same filters as the leads list, so its numbers match it. A report holds up to five named metrics, each with its own filters, in 17 views, and any saved report becomes a dashboard card on which each person sees only their own numbers. Every number opens the leads behind it. You can talk to Xale AI in a live voice call, in Malayalam by default or in English on a click. You can also let it take the call as your telecaller: it runs the conversation, writes the note and the agreed callback, and hands the student to their own counsellor when they ask for a person. Every counsellor call is logged and recorded, by two routes. The Xale Android app syncs each call from the counsellor's own phone to the right lead and attaches the phone's own recording. TeleCMI cloud telephony records calls from a business number on any phone, iPhone included. WhatsApp runs through Meta's Cloud API, including Coexistence, or your existing Wati, Gallabox or UrbanChat account. Meta Lead Ads sync with campaign and form attribution, and multi-branch teams run every office in one workspace. The Xale HR Suite is included with every plan at no extra cost. Attendance runs from the same Check in button with breaks, shifts with grace and holidays per branch; leave, comp-off and WFH go through one Approvals inbox; and payroll turns attendance into draft payslips that employees print themselves. Because HR uses the CRM's own logins, people who are checked out or on a break are skipped by automated lead assignment, and leads that arrive while everyone is out are shared fairly as people check in. Plans are a subscription per workspace with every feature on every plan, and support comes from the team that builds Xale, in English and Malayalam.