Best CRM Software - Page 148

Pit & Rig Fieldbook

Field ticketing software for oil and gas and mining industry. Create LEMs quickly, and submit it to client effortlessly.

PiuPratiche

PLANEO

Planeo est un logiciel de gestion des interventions simple et rapide à prendre en main, pensé pour les PME techniques : planning, rapports d’intervention, photos et signature client sur mobile. Description longue Planeo aide les PME de terrain à organiser leurs interventions sans se perdre dans un outil trop lourd. Le gérant planifie les interventions, les assigne à ses techniciens et suit leur avancement en temps réel. Sur place, le technicien utilise l’application mobile (iOS et Android) pour consulter sa mission, prendre des photos, faire signer le client et clôturer son rapport. Le bureau reçoit tout immédiatement, sans ressaisie ni papier. Planeo a été conçu à partir d’un constat simple : les logiciels existants sont souvent trop complexes et trop chers pour les petites entreprises. L’outil se concentre sur l’essentiel et se prend en main en quelques minutes. Il est déjà utilisé dans des secteurs variés : installation et maintenance d’équipements, débouchage sanitaire, matériel paramédical, livraison. Données hébergées dans l’Union européenne. Support par téléphone et par email, du lundi au vendredi. Essai gratuit de 30 jours, abonnement mensuel ou annuel par utilisateur. Catégories à cocher : gestion des interventions, field service management, planification, gestion de la maintenance.

Planidesk

Planidesk runs the whole life of a call-out in one place, for technical service companies with two to twenty people on the road. The office schedules the day in a list, a calendar or on a map, and assigns it on a dispatch board with one row per technician. The technician opens the job on a phone: what was done, materials used, photos before and after, arrival and departure times. The price is built on site from the company's own rate card, the customer signs on screen, and the invoice is generated at closing with the Belgian VAT rate that applies. Built in Belgium: VAT at 21, 12, 6 and 0 percent, travel zones, night and weekend surcharges, EU hosting. The interface exists in French, Dutch and English. Nothing to install. It runs in a browser, on a desktop at the office and on a phone in the van. Five trades are covered, each with its own rate card: electricity, plumbing, heating and cooling, drain unblocking, leak detection.

Planner +

PlanProphet

Plansty

Plansty is an online client and appointment management software designed for professionals across different industries. It helps personal trainers, photographers, consultants, wellness professionals, freelancers, and other service providers organize their appointments, manage clients, and coordinate their daily schedules. Plansty offers a digital calendar, appointment management tools, and team collaboration features to help professionals stay organized and simplify their daily workflow. The platform supports multiple languages and offers a 14-day free trial.

Plantt

Plantt connects to your sales and support tools, analyzing your conversations to create a tailor-made customer experience.

Average Rating: 5.0/5.0

Total Reviews: 1

Platforce CRM

Platforce - a cloud-based all-in-one Closed-Loop Marketing, Customer Relationship Management and eDetailing solution for pharmaceutical and life science companies to automate industry-specific business processes and improve customer engagement. The platform includes a handy built-in planner to schedule medical representative activities; and its parameters are configurable enough to meet your business requirements. It also provides tools for KPI metrics collection and analysis. Among other functions, Viseven CRM allows various calls performance, including remote calls, and statistics analysis after the call.

Average Rating: 4.5/5.0

Total Reviews: 1

Platybooks

Platybooks is invoicing, quoting and client management for South African small businesses: quotes that convert into invoices, invoices as PDFs, a payment link the customer can pay by card, and reminders that chase overdue invoices without being asked. Prices are in Rand — dedicated Rand price points, not a dollar figure run through an exchange rate — and card payments settle through Paystack into the business's own account rather than through Platybooks. It carries the fields a South African tax invoice and credit note are required to show. There is a free tier. It was built by Che Overmeyer in Johannesburg and launched in 2026.

Plover CRM

Plover CRM is an all-in-one platform to capture leads, automate workflows, and manage customer relationships—helping teams stay organized and grow faster.

Plyto

Plyto is an AI-run CRM and marketing platform for small businesses — the new era of CRM, where the software does the work. Tell it what you want in plain English and it captures and organizes leads, follows up, writes and sends email campaigns, launches ad campaigns, publishes your website and blog, and tracks every dollar back to closed revenue. Anything that spends money or bulk-contacts customers waits for the owner's approval. Includes hosted lead forms, workflow automations, SEO & GEO audits, custom fields, saved reports, and revenue attribution. Bring your own AI: connect Claude, ChatGPT, Cursor, or any MCP-compatible assistant and run the whole CRM from the AI you already use. Unlimited seats on every plan. Free trial, no credit card required.

PocketRoad

PocketRoad is voice-controlled CRM software for managing contacts, scheduling appointments, tracking tasks, and making calls via voice commands. It eliminates manual data entry by enabling spoken input to create contacts, schedule meetings, log reminders, document visit summaries, and initiate calls. Information is organized into customer files, and a morning briefing feature reads the day"s schedule and tasks. The home screen highlights daily actions and prioritizes overdue items. Contacts can be added through voice input, business card or QR code scanning, file imports, or manual entry. The software provides company research summaries for meeting preparation and exports activity reports as PDFs. Each contact profile includes a QR code for sharing information. Follow-up actions are auto-scheduled based on recorded meeting outcomes.

PodoSystem

PodoSystem is practice management software built by a practising podiatrist for podiatry clinics in Spain. It covers the whole working day of a podiatry practice: podiatric clinical records with structured foot examination, CIE-10-ES diagnoses and photos from the phone; appointment calendar with WhatsApp reminders and a waiting list; online booking page for each clinic that only shows real free slots; prescriptions printed on the official podiatry college prescription pad; invoicing and receipts with gap-free numbering, ready for Spain's Verifactu; informed consent forms and GDPR documents signed on a tablet; autoclave sterilisation log and clinical waste records. Treatments, examinations, diagnoses, medication, consent templates and message templates are all editable to fit each clinic's way of working. Data stays on the clinic's own Windows PC, works offline, with encrypted cloud backup in the EU and a full data export at any time. Includes an Android app and multi-user roles; plans for solo podiatrists, clinics with reception, and multi-podiatrist clinics. 60-day free trial.

Polished

Salon management software for nail, hair and beauty salons, includes: appointments per staff member, client cards with history and photos, free online booking, product tracking, automated SMS reminders, cash book and statistics with insights.