Best CRM Software - Page 110

ProjexCRM

PropulseCRM

PropulseCRM est une solution CRM/ERP tout-en-un conçue pour les freelances, TPE et petites entreprises. Elle centralise la gestion des projets, clients, facturation et comptabilité sur une plateforme intuitive et sécurisée. Grâce à l’automatisation des tâches administratives, à des outils de collaboration avancés et à une interface simple, PropulseCRM aide les entrepreneurs à gagner en productivité et à optimiser la gestion de leur activité au quotidien.

Prosoftly

ProTeams.io

ProTeams is workforce management software for commercial cleaning operations, offering GPS-verified proof of service with photo verification and audit trails for transparency. Managers gain real-time visibility into site, crew, and task statuses via a dashboard, with automated SMS alerts for late starts or no-shows. The platform features cleaning-specific workflows with customizable task lists and supports English and Spanish. Crews can report issues from the field, escalating them to clients through a branded portal. Scheduling tools manage recurring shifts, allowing crew reassignment from the dashboard. Communication features include real-time chat, group channels, and automated SMS notifications. Reporting capabilities offer service history and proof of completion documentation. Task-level photo requirements and GPS-verified tracking are configurable per client.

ProTrustee

ProTrustee is cloud-based trust administration and accounting software for fiduciary organizations. It is used by independent professional trustees, trust companies, and law firms, registered investment advisors, and family offices that serve as trustee. The platform combines fiduciary accounting, compliance monitoring, document management, workflow automation, and contact management in one system, replacing the mix of spreadsheets, general-purpose accounting tools, and email that many smaller fiduciary practices rely on. The accounting module is a double-entry general ledger built around principal and income classification, so every transaction is recorded as principal or income from the start. Posting templates classify transactions under Uniform Principal and Income Act rules, and firms can customize those rules. The ledger supports fee schedules and fee management, omnibus cash accounts, and client statements. Account data can be fed from more than 1,600 custodians and financial institutions. The compliance module runs automated checks across each trust or entity a firm manages, with configurable rules and a full audit trail of user activity. Workflow tools cover recurring tasks, ticklers, and rule-based automations, with starter templates available at setup. The documents module stores trust instruments and official records and links each file to the related account or task. The contacts module tracks beneficiaries, advisors, households, and custodians associated with each trust. ProTrustee also includes artificial intelligence features that operate on a firm’s own data. Uploaded documents are analyzed and indexed, the system can generate a summary page of a trust’s key provisions and administrative requirements, and users can ask plain-language questions about their accounts, documents, and workflows. Platform-wide features include role-based permission profiles for separation of duties, configurable dashboards, custom data fields, and multi-factor authentication. ProTrustee was founded by Brandon Whittington, a former trust officer at U.S. Trust and Truist Wealth, and Will Deupree, former founder and chief executive officer of Preclose. The company is based in Mount Pleasant, South Carolina, and is backed by Meeting Street Capital.

ProvidusCRM

ProvidusCRM configures industry-specific solutions addressing regulatory compliance and operational workflows. Development includes custom Apex code, Lightning Web Components, and automated workflows. Through Agentforce, AI agents manage customer inquiries, qualify leads, and automate follow-ups. Data Cloud unifies customer data for segmentation and personalization. Ongoing support ensures platform performance and user adoption.

Psalm

Psalm is one system for enquiries, quotations, orders, invoices and payments, built for small businesses that quote before they sell: fabricators, kitchen and bathroom fitters, joiners, manufacturers, distributors, installers and agencies. Enquiries land on a pipeline with follow-up reminders. Quotations are measured by size, quantity or fixed charge, carry your own letterhead, and can be accepted by the customer online. An accepted quotation becomes an order with payment stages from the agreed deposit, and the order becomes a proper UK VAT invoice without retyping a line. You always know who owes you what, aged into 30, 60 and 90 days. Each month, invoices export as a file for Xero or QuickBooks. Your logo, colours and letterhead go on every document, and the guided importer brings in your customers and price list from Excel or Google Sheets. Every paid plan includes an AI assistant that works from your real records and only sees what the person asking may see. Pricing is flat per company, never per user: £39 a month for up to three people, £99 for up to fifteen, £199 for up to fifty. Every plan starts with a 14 day free trial and no card, and Psalm is free for one person who sends invoices and quotes.

Psymira

Psymira is an AI-assisted practice management and documentation platform designed specifically for psychotherapists in Germany. The software helps psychotherapy practices reduce administrative work before, during, and after therapy sessions. Key capabilities include: AI-assisted session documentation: Record and transcribe therapy sessions with appropriate consent, and create editable documentation drafts. Treatment progress summaries: Consolidate information from multiple documented sessions into a coherent overview of the course of treatment. Psychotherapy application assistant: Prepare editable application drafts based on existing patient documentation. Patient and practice management: Organize patient records, documents, practice information, and administrative workflows. Professional control: Psychotherapists review and approve AI-generated content. Psymira does not make diagnoses or treatment decisions. Unlike standalone transcription tools, Psymira connects documentation, treatment progress, and application preparation in a unified patient workflow. Psymira is a browser-based application developed for the German psychotherapy market. Website: https://psymira.de/en/

Puffly

Puffly is a free-to-start CRM for local service businesses that automatically texts back missed calls, captures leads, and keeps follow-ups organized so owners stop losing jobs.

Pulse365

Pulse365 is a CRM with a built-in phone system, designed for businesses that manage relationships across calls, pipelines, and follow-up sequences. Most growing teams run a CRM in one place, a separate dialer in another, and a spreadsheet to hold the rest together. The gaps between those tools are where leads get lost. Pulse365 replaces that stack with a single platform: built-in calling, full contact and pipeline management, automated follow-up, and real-time analytics, all connected. Key features: - Built-in phone system: Make and receive calls from inside the platform. Every call is automatically logged to the contact record with no manual entry required. - Full CRM: Manage contacts, pipeline stages, notes, custom fields, and complete activity history from one dashboard. - Automated follow-up sequences: Build multi-step workflows triggered by time or events. Follow-ups run automatically so nothing slips through. - Real-time analytics: Track team call activity, pipeline movement, and conversion metrics with interactive dashboard widgets. - Call recording: Record calls for compliance and quality review. - SMS messaging: Send and receive text messages from inside Pulse365, with conversations connected to the right contact record. - Industry-specific modules: Auto-enabled based on your industry at signup. Insurance teams get a full Insurance Agency module covering policy management, renewals calendar, claims tracking, COI requests, and carrier management. First Responder distributors get a dedicated module for government contract management, procurement tracking, and product certification workflows. - Operations modules: Optional add-ons for teams with broader needs, including Quotes, Customer Success tracking, Inventory Management, and Maintenance Scheduling. - State licensing compliance: Built-in tools for businesses managing licensed agents or staff across multiple states. - Developer API: REST API access for connecting Pulse365 to your existing tools and workflows. Plans start at $55 per user per month for Essential or $75 per user per month for Professional. Annual billing is available at 20% off. Each user seat includes one local phone number. Voice usage is billed at $0.03 per minute for inbound and outbound calls. SMS usage is billed at $0.02 per message sent or received. Extra local phone numbers are $2 per number per month. Extra toll-free numbers are $3 per number per month. Learn more or sign up at pulse365.co.

PulsoDesk

PulsoDesk is a cloud-based ERP and CRM platform that unifies business functions into one workspace. It integrates manufacturing, B2B sales, CRM, and financial tracking, with a dashboard for seamless activity management and real-time data synchronization across departments. The platform offers task and project management with Kanban boards and Gantt charts, lead management with BANT qualification, and sales pipeline tracking. Financial tools cover GST invoicing, expense tracking, and payroll. Employee management includes GPS-based attendance, shift scheduling, and biometric integration, while field tools provide live location tracking, geofenced check-ins, and visit logging. Integrations include Google Calendar, Zoom, and Razorpay, with mobile apps for remote access.

Puwapi

Puwapi is an all-in-one business management software for small businesses and SMEs (1–20 people) without a dedicated IT team. It replaces five to ten disconnected tools with a single workspace where every module shares the same client records, so information entered once is reused everywhere. Key features include CRM with full client history, quotes and invoices with built-in e-invoicing (Factur-X, compliant with France's 2027 e-invoicing mandate), online invoice payment, projects with a client portal, support tickets with response-time tracking, online booking pages per team member, business email on your own domain, team cloud storage, office documents, forms, HR, loyalty programs, and team messaging with video calls. An AI assistant reads your company data and takes actions in the right module within each user's permissions, and Puwapi is also available as a connector in Claude. Pricing is flat per company, not per user: from €29/month for solo use and €79/month for teams of up to 10, with every module included in every plan. Setup takes about ten minutes with guided import from Excel, CSV or existing software. Data is hosted in the EU, with isolated workspaces, two-factor authentication, audit logs and full data export. Puwapi is used by agencies, consultancies, retailers, craftsmen, salons, restaurants and medical practices looking for a simpler, more affordable alternative to Odoo, Axonaut or Zoho One.

QoCRM

Qualify-CRM

Qualify-CRM is a French SaaS CRM designed for web agencies, freelancers, and sales teams that generate leads through websites. It automatically centralizes all website form submissions, analyzes them using artificial intelligence, and allows you to manage them in a customizable visual pipeline—all from a modern, bilingual (French/English) interface that is GDPR-compliant.

Questy CRM

Questy CRM is a ready-to-use CRM solution for teams that want to manage the full B2B sales cycle in one configurable platform. It brings pipeline management, quoting, orders, invoices, projects, and field sales together in a single system, with ERP-aware reporting and two-way synchronization for customer, product, pricing, stock, order, and invoice data. Built for commercial teams that need structure, visibility, and coordination across sales and operations, the system includes two-way calendar sync, IMAP email integration, mobile apps for iOS and Android, automation rules, and role-based access control. Teams can work from pipelines, tasks, activities, proposals, orders, and projects without switching between separate tools. Key capabilities include Kanban pipelines with custom stages and conversion reporting, account and contact history, quoting and proposal templates, order management, invoicing and payment tracking, and project boards with Agile Kanban and Gantt views. Questy CRM is ERP-aware and designed to extend the reach of your ERP rather than replace it. Bidirectional data flows for inventory, customer history, sales orders, service logs, and financial records can be configured through a custom integration quote. The solution is used by B2B organizations in distribution, manufacturing, services, and field sales that need a CRM tightly connected to ERP-based operations. A 30-day free trial is available.