Best CRM Software - Page 151

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.

ProsBuddy CRM

ProsBuddy CRM is an AI-powered, all-in-one platform built for home-service businesses — including HVAC, plumbing, appliance repair, cleaning, handyman, moving, and remodeling companies. It helps local businesses centralize calls, chats, and bookings, automate communication, and track ROI from every ad and channel in real time. With multi-channel integrations, ProsBuddy connects seamlessly to Yelp, Thumbtack, Google, and social platforms, allowing you to manage all leads, ads, and customer interactions in one place.

Prosoftly

Prospecta

Para gestores comerciais e de marketing que precisam de pipeline previsível sem aumentar o time. Seu time perde horas montando lista, caçando telefone e abordando empresa que nunca vai comprar. O Prospecta resolve isso com uma frase: escreva quem você quer atender, como "clínicas odontológicas abertas nos últimos 12 meses em Campinas", e receba na hora a lista pronta para abordar, com CNPJ, porte, sócios e os contatos disponíveis de cada empresa. São 51 milhões de empresas brasileiras, com dados oficiais da Receita Federal atualizados todo mês. E o Prospecta vai além da lista: ele mostra o que vender para cada empresa. • Oportunidades do seu nicho: diga o que sua empresa vende (marketing, contabilidade, sites, engenharia) e veja quem está sem site, sem Google Meu Negócio, sem anúncios, com nota baixa no Google, com sócio novo ou filial nova. Cada oportunidade vem com a prova, pronta para virar argumento na abordagem. • Obras recém-iniciadas na sua cidade: descubra as obras que acabaram de começar e quem está construindo, e chegue antes da concorrência. • Empresas recém-abertas por região e setor: aborde quem está montando o negócio agora e ainda não escolheu fornecedor. O que muda na operação: • Menos horas de pesquisa por vendedor: a lista sai pronta, sem planilha e sem filtro por filtro. • Da busca ao CRM em um clique, ou exportação em Excel e CSV. • Time sem retrabalho: créditos e carteira compartilhados, ninguém aborda a mesma empresa duas vezes. • API REST para levar a base aos seus sistemas. Comece grátis hoje: busca ilimitada e 10 contatos por mês, sem cartão de crédito. Planos a partir de R$ 89 por mês, e o Pro já inclui 3 usuários.

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.

PSPro

PSPro is studio management software for professional photographers and photography studios in Spain, developed since 2013 (formerly Photo Solution Pro). It brings the daily work of a studio into one cloud panel: client records with several contacts, quotes and invoices ready for Spain's VeriFactu system, contracts signed online with a one-time code, and a front-desk point of sale with tickets, barcode scanner and cash-register closing. Photographers deliver and sell photos through password-protected private galleries with favourites, downloads, watermarks and payment by card, PayPal, bank transfer or in the studio. The calendar includes online booking with a deposit, and the studio can publish its own website with a custom domain linked to bookings and galleries. It also covers employee time tracking, email campaigns, reports and an AI assistant. Plans: Starter, Pro and Studio, billed monthly, every six months or yearly, with a 30-day free trial without a card.

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/

PSYNOR

PSYNOR is a clinical management software designed for independent psychologists and mental health clinics in Colombia. Features include AI-assisted electronic health records (EHR), 24/7 online booking, automated WhatsApp reminders, and integrated online payments via Wompi.

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 brings CRM, calling, texting and follow-up into one workspace for insurance agencies, brokers and growing sales teams. Manage leads and contacts, call from the browser, log outcomes, send texts, schedule follow-ups and see today's tasks. Guided workflows help organize outreach, and activity reports help teams track progress. Advanced features and integrations depend on plan eligibility, activation and company configuration. Email support and help documentation are available. Monthly plans are Essential at $59, Professional at $89 and Ultimate at $159 per paid seat. Each paid seat includes one local phone number and calling minutes shared by the team each month: 500 on Essential, 1,000 on Professional or 3,000 on Ultimate. Extra talk time is $0.035/minute on Essential and Professional or $0.03/minute on Ultimate. Annual billing saves up to 20%. Essential is $47.20 per seat/month billed annually ($566.40 per seat/year), Professional is $71.20 ($854.40 per seat/year), and Ultimate is $143 ($1,716 per seat/year). Annual subscriptions are charged yearly. Texts cost $0.02 per segment; Ultimate includes 1,000 segments per company each month, shared by the team. Extra local numbers are $3/month on Essential and Professional or $2/month on Ultimate; extra toll-free numbers are $3/month. A 7-day free trial is available. Card required. Subscription billing starts after the trial; cancel before it ends to avoid the subscription charge. See pulse365.co/pricing and pulse365.co/free-trial for full current features, usage rates and trial limits.

PulseHub Accommodation Management

PulseHub is cloud-based accommodation management software for HMO, student, co-living and hostel operators. It brings occupancy, resident records, rent and payment tracking, utilities, expenses, maintenance and multi-property reporting into one platform. Features include a portfolio dashboard with collections, outstanding payments and deposits, spaces and resident management, bills and utility tracking, kitchen and staff management, complaints and announcements, automated WhatsApp payment reminders and multi-property reports.

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.