Best CRM Software - Page 65

ADvendio

Agentic advertising execution that powers your revenue. Scale your advertising where autonomous commercial transactions meet strict governance. ADvendio is the leading Salesforce-native advertising management platform designed to automate the complete ad operations lifecycle for media publishers, broadcasters, outdoor media operators, and retailers. By bringing ad sales, inventory management, media buying, and financial billing into one unified Salesforce environment, ADvendio eliminates system silos, reduces manual operational effort, and accelerates time-to-market for complex media campaigns. ADvendio scales effortlessly from mid-market media operations to global media conglomerates, providing the operational rigor required to maximize yield and protect margins in today's omnichannel advertising landscape. Key Platform Capabilities: - Omnichannel Depth: Manage print, digital, CTV, OOH, audio, and retail media in a single data model. - End-to-End Execution: From initial proposal and inventory reservation to automated invoicing and financial reconciliation. - Agentic Transaction Infrastructure: Expose inventory safely to autonomous AI buying agents via standardized protocols (AdCP, MCP) while retaining absolute pricing and approval control. - Guardrail Engine: Protect profitability by enforcing credit limits, discount caps, margin validation, and framework agreement checks automatically before orders are booked. - Billing & Financial Settlement: Automate complex invoicing, Net-Net pricing calculations, multi-currency handling, and revenue recognition. - Salesforce Ground Truth: Leverage your existing CRM data with complete data sovereignty, enterprise security, and audit-ready logging.

Average Rating: 3.7/5.0

Total Reviews: 6

AdviserAlly

AdviserAlly is the CRM and AI chatbot for small businesses and professional-services firms: accountants, consultants, agencies, tutors, trades and advisers. Start with the AI chatbot for £25 a month. It answers your website visitors at any hour, takes their details and hands you the enquiry. Try it free first: 100 messages or 14 days, no card. When you want the full CRM, AdviserAlly is the simpler alternative to HubSpot: clients, sales cycles, workflows, email, texts, letters, forms, landing pages, document signing, tasks, reports and Sally, all in one login. Solo is £89 a month, Team £299 and Partner £499. Every price is on our website. You choose where your data is hosted: EU (AWS Dublin) or UK. Book a free 30-minute demo at adviserally.com. What's stopping you?

AELESTRA

Affinity Hosting

We offer Dedicated WordPress Hosting. Our data centre runs on 100% SSDs as standard, autoscaling, Load balancing, unlimited web space on every plan, free daily backups, automatic updates of core files, Included CDN, Unlimited 10Gb mailboxes, free wildcard SSL, online live support and ticketing, free migration, intuitive Control Panel, Crash Recovery, daily malware scanning.

Average Rating: 4.6/5.0

Total Reviews: 7

Affluo

Afori

AFUM

AFUM is a customer relationship management and messaging automation platform that unifies conversations across WhatsApp, Instagram, and Facebook via a single interface. As a verified Meta Tech Provider, it connects through official Meta APIs for secure communication. The unified inbox consolidates messages, enabling teams to assign agents, track unread messages, and send media files. A visual flow builder allows automated conversation paths without coding, while AI agents trained on business documents provide 24/7 support. Appointment booking integrates with WhatsApp, offering calendar sync, reminders, and custom fields. The campaign broadcaster supports targeted WhatsApp campaigns with audience segmentation and tracking. The sales pipeline uses a Kanban board for lead management, and the online store includes product catalogs, discount codes, and order management. Security features include encrypted API tokens, data isolation, and PCI DSS Level 1 compliant payment processing.

AgencyCore

AgencyCore is the AI-native new business platform for marketing agencies. It helps agencies find timely, credible reasons to approach the companies they want to work with, then turns those signals into personalised outreach. Agencies define the signals that matter to them, from funding and leadership changes to expansion, partnerships, competitor activity and regulatory requirements. AgencyCore identifies relevant decision-makers, provides deliverability-checked email addresses and checks LinkedIn profiles. It creates personalised drafts, builds outreach sequences and schedules follow-ups. Email is integrated, while LinkedIn, WhatsApp and other channels appear as guided tasks. Everything sits inside a CRM built around agency new business. Every account is supported by a human new-business manager who reviews each message before it goes out. AI does the research and drafting. Your team decides what gets sent.

AgencyKit

AgencyKit is an all-in-one business management platform built for freelancers and agencies. It replaces eight separate tools with a single workspace: client CRM, proposals, contracts with electronic signatures, invoicing, online payments via Stripe and PayPal, time tracking, and scheduling. Unlike most competitors that charge per user,AgencyKit is billed per account, so a growing team pays one flat price. Plans start at $9 per month, with a 14-day free trial and no credit card required. AgencyKit is also open through MCP (the Model Context Protocol) and a public API, so users can connect AI tools like Claude, Cursor, or Codex and run their business in plain language. It positions itself as a simpler, more affordable alternative to HoneyBook, Dubsado, Bonsai, and Moxie.

Average Rating: 5.0/5.0

Total Reviews: 1

AgencyView Software

AgencyView is an all-in-one operating platform built for insurance agencies and independent agents who sell Medicare and ACA/Marketplace coverage. It brings CRM, quoting, enrollment, compliance, and commissions into one system, so agents stop switching between a dozen disconnected tools. With Quote to Enroll, agents quote a plan and enroll the client in one flow, and the client record updates automatically with no double entry. AgencyView also includes: An underwriting engine and AI call review, which transcribes calls and scores them against Medicare quality and compliance standards A HIPAA Compliance Center with secure document capture Commission tracking and a CFO Center for agency finances License and credential monitoring that tracks licenses, AHIP, FFM, carrier appointments, and E&O renewals AEP book-of-business review, which flags plan exits, formulary changes, and cost increases that affect existing clients Gamification and leaderboards for producer teams Agency hierarchy and split management for multi-agent shops AgencyView is built for solo producers and growing agencies alike. It cuts admin time, keeps agencies audit-ready, and helps agents protect and grow their book of business.

Agendart

O Agendart é um sistema de gestão desenvolvido para profissionais da saúde, clínicas e consultórios. A plataforma reúne mais de 100 funcionalidades, incluindo agendamento de consultas, prontuário eletrônico, gestão financeira, teleatendimento, emissão de documentos, comunicação com pacientes e ferramentas de inteligência artificial. O sistema permite centralizar informações e automatizar tarefas administrativas, como envio de lembretes, controle de pagamentos, emissão de notas fiscais e organização dos registros clínicos. Também oferece recursos para criação de sites profissionais, agendamento online e gestão do relacionamento com pacientes. O Agendart atende diferentes especialidades da saúde, como psicologia, medicina, odontologia, fisioterapia e fonoaudiologia, com soluções para profissionais autônomos e instituições de diferentes portes.

Agendor

Agentcis

Agentcis is an Agency Management Software that facilitate Education and Migration Agent & Agency.

Agent CRM

Agent CRM is an AI-powered, all-in-one sales and marketing platform specifically designed for insurance agents and their teams. It streamlines client management, automates communication, and enhances lead conversion, enabling agents to focus on growing their business efficiently. Key Features and Functionality: - AgentAI: An AI-powered assistant that automates lead follow-up and customer communication, ensuring timely and personalized interactions. - Pre-Built Automations: Ready-to-use automation sequences tailored for various insurance products, including email and SMS campaigns, appointment reminders, and renewal workflows. - Unbeaten Speed-to-Lead: Instant notifications and automated responses to new leads via calls, texts, emails, and direct messages, facilitating immediate engagement. - Complete Phone System: Integrated power dialer for efficient outbound calling, along with A2P verification support for seamless communication. - Funnel Library and Builder: Access to a vast library of customizable funnels, with no limits on the number of funnels that can be built, aiding in lead capture and conversion. - Email Marketing Tools: Comprehensive email campaign management with tracking and analytics, complemented by templates designed to enhance open rates. - Integration Capabilities: Seamless integration with other CRMs, lead vendors, marketing platforms, and social media sites, including a Zapier app for expanded functionality. - Data Organization Tools: Customizable smart lists for efficient contact management, allowing precise segmentation and filtering based on specific criteria. Primary Value and Solutions Provided: Agent CRM addresses the unique challenges faced by insurance agents by offering a centralized platform that automates and simplifies various aspects of client management and marketing. By integrating AI-driven tools and pre-built automations, it reduces manual tasks, enhances client engagement, and improves lead conversion rates. The platform's comprehensive features ensure that agents can manage their entire sales and marketing processes efficiently, leading to increased productivity and business growth.

AgentFlow Enterprise