Best CRM Software - Page 87

Coachio

Coachio is a coaching platform for personal trainers, nutrition coaches, running coaches, lifestyle coaches and physiotherapists. Coaches manage training, nutrition, check-ins, chat, invoicing and scheduling in one dashboard. Their clients follow everything in their own mobile app for iOS and Android. What coaches do in Coachio: - Start each day from an inbox with overdue tasks, check-ins to review and clients who have gone quiet. - Build strength and running programs with intervals, heart-rate zones and pace targets, and reuse them for the next client. - Set calorie and macro targets. Clients follow a meal plan, pick recipes or track their own food. - Collect weekly and daily check-ins, habits, measurements and progress photos. - Chat with clients and see each client's training, nutrition and check-ins on one screen. - Send subscriptions, invoices and payment reminders automatically, and run class schedules with credits. - Connect Garmin, Polar, Apple Health and Samsung Health, plus Google Calendar and Outlook. Plans have a fixed monthly price with no fee per client, starting at €55 per month for up to 15 clients. 14-day free trial, no credit card required. Built in the Netherlands, hosted in the EU.

Coach Solutions

CoachVana

CoachVana is all-in-one software for online fitness coaches, personal trainers, gyms and coaching companies. It replaces the patchwork of separate program-building, nutrition-tracking, messaging and payment tools with one product your clients use from one app. Build programs with a drag-and-drop builder, 641 exercises with demos, 13 ready-made templates, AI program generation, or import an existing program from a spreadsheet, PDF, Word document or photo. Clients log every set in the app, with rest timers, personal records and progress charts. Nutrition is native, not bolted on: clients log food against a database of more than 400,000 foods, coaches set calorie and macro targets in grams, build meal plans with options inside a meal, and see each client's food diary and weekly compliance. Scheduled check-ins run on your own form and put weight, measurements, photos, training and nutrition for the week on one review screen, with an AI summary and drafted reply you approve before anything is sent. Messaging, group chats, community feeds, challenges, courses and broadcasts keep clients engaged between check-ins, and automations nudge clients who go quiet. Get paid on your own Stripe account with 0% platform commission: subscriptions, packages, one-time plans, programs and courses for sale, coupons, payment plans and invoices, plus expense tracking and a tax-ready export. Win new clients with a public coach page, free branded calculators, lead magnets, free consult booking, and leads straight from Instagram DMs, Google Forms, Typeform and Jotform into one pipeline. Gyms get a console for locations, classes, members, trainers and the front desk; coaching companies get a roster, staff, revenue split and white-label options. Clients can connect an Oura ring or a Fitbit and choose whether their coach sees it. Coaches can also connect CoachVana to Claude to ask who needs them and draft replies, with every client-facing action approved first. CoachVana is free forever for your first 3 active clients. Paid levels start at $29 a month for up to 5 clients, and every level includes every coaching feature.

Coavon

Coavon is business software for teams that are tired of stitching tools together. It brings seven connected apps onto one account, with one sign-in and one price per person: - Flow for tasks and projects: boards, lists, calendars and a Gantt chart, recurring tasks, subtasks, milestones, templates, custom fields, automations, forms, goals and dashboards. - Scope, a CRM: companies, people and your own record types, pipelines with drag-and-drop stages, follow-up dates, automations that start the project work in Flow, spreadsheet import and export, and public forms. - Docs, a full document editor: real pages, comments, suggested edits and version history, downloadable as Word or PDF. - Drive for file storage: folders, previews of images, PDFs and video, and sharing. - Chat for team messaging: channels, group chats and direct messages, with mentions and search. - Notes, a private notebook that can turn a highlighted line into a Flow task. - Calendar for events and scheduling, with your Flow tasks beside your meetings and a two-way connection to Google Calendar. Workplace is the hub: members, roles and permissions, billing, and one place to open every app. Because the apps share one account, the work flows through them: a deal won in Scope can create a project in Flow from your own template, with the client's documents in Docs and files in Drive, and the conversation in Chat. Coavon connects to Claude, ChatGPT, Gemini and Perplexity, so you can work on tasks, clients, events and notes from an AI conversation. It also offers an API, automation web addresses for tools like Zapier and Make, Google Drive attachments and Google sign-in. Every plan includes every app. Teams start with 14 days of Pro free, with no card, and can stay on a Free plan for one person. Paid plans start at $8 per person a month, billed yearly.

Cobalt

Cobalt est le workspace IA des ESN et cabinets de recrutement. Il réunit ATS, CRM, enrichissement de données et automatisation dans une seule plateforme — pour sourcer, prospecter, qualifier, présenter et engager plus vite. L'IA intervient à chaque étape : recherche sémantique sur 800M+ de profils, enrichissement automatique des fiches candidats (94 % de couverture), transcription des entretiens et appels téléphoniques, génération de dossiers de compétences brandés en 30 secondes, et séquences multicanales personnalisées sur email, LinkedIn et WhatsApp. Cobalt remplace la stack classique (ATS + CRM + enrichissement + outreach + automatisation) en un seul outil, à partir de 31 €/mois par utilisateur. Hébergé en France, conforme RGPD, chiffré de bout en bout.

Average Rating: 5.0/5.0

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Cobalt CRM

Coclico

CoContractor

CoContractor is roofing software in an iPhone app. It runs the job from the storm to the signed contract: storm and hail maps, door knocking, inspection photos and reports, roof measurements, estimates with e-signature, invoices paid by bank, and team chat, all on one property file the whole team shares, with an AI assistant named Brigg built in. Built for roofing companies, from solo roofers to companies with many locations and hundreds of reps, on retail and insurance jobs. Storm and hail maps: free hail maps for the US, with live hail swaths from NOAA radar, storm alerts by state and hail size, and every storm ranked by the properties it hit. Most addresses have up to five years of hail history, and a storm's hail area becomes a territory for your reps. Door knocking: one tap logs the knock with GPS, Next door opens the next property to knock, and territories split up the map. Knocks, notes, photos, and new properties save without signal and send when the rep is back online. Managers see doors knocked, inspections booked and done, and signed jobs by rep, with a leaderboard. Photos and reports: photos land on the property with spoken captions and markup, and CoContractor builds a branded inspection report with the storm history, sent by email and text. You see when it's opened, and the homeowner can pick a time for the next visit from the report. Proposals: measure the roof on the map with the 3D scan, order EagleView or 1ESX, or upload a report you already have. Quantities come from the measurements and prices from your pricebook, and the homeowner picks good, better, or best and signs on the rep's phone. The signature is time-stamped and located, the three-day cancellation notice is in the contract, and the signed copy is emailed and filed. Insurance jobs: share the carrier's claim from email or a picture of the paper copy, and the app's AI reads it into the estimate: the lines for the main building and other structures, RCV, depreciation, ACV, the deductible, and the net claim. Getting paid: invoices go out from the property, the homeowner pays by bank transfer on a page with your company's name, and QuickBooks Online stays current. Your team: channels, direct messages, and a conversation on every property, a calendar with Google Calendar sync, and roles, with a team for each location. Brigg, the AI built into the app, answers from the company's own account. He books inspections, sets up EagleView orders, writes team posts, and prints reports, each as a card the rep checks. Nothing happens until the rep taps. Pricing: the Field plan is $119 a month with one seat included, $40 a month for each extra seat, and $15 of AI a month included, with more in $10 packs. 14-day free trial, then month to month: no contract, cancel anytime.

coconutbox CRM

cocrm.ai

cocrm.ai — AI-native CRM for iGaming iGaming operations. One intelligent platform. cocrm.ai is a cloud-based CRM and player engagement platform for online casino and sportsbook operators. It connects CRM, automation, risk and fraud, marketing and communication in one operational workspace. WHO IT IS FOR Built for operator teams working across CRM, retention, marketing, affiliates, risk, finance and player support. Modules and integrations are scoped to the operator’s needs and selected package. CORE CAPABILITIES • Player management: player profiles, activity history and a 360-degree view of the player relationship. • Bonus automation: rule-based bonus workflows, eligibility and player engagement processes. • Affiliate management: affiliate tracking, commission reporting and link masking. • Risk and fraud: rule-based detection and operational monitoring to help teams review suspicious activity. • Segmentation and journeys: behaviour-based audiences, triggers and automated player lifecycle workflows. • Reporting: financial, operational and performance dashboards for day-to-day decisions. • Social media management: manage social operations and channel performance from a central panel. COMMUNICATION IN CRM CONTEXT cocrm.ai Connect brings player communication and internal collaboration into the CRM workspace. Available channels and modules include live chat, WhatsApp, Telegram, mailbox, social inbox, human calls, AI calls, IVR and team chat. Scope and licensing depend on the selected modules and integration requirements. BRAINOS — EARLY ACCESS BrainOS is the AI layer for operator teams. Ask questions in plain language, receive answers with sources and review proposed actions before approving them. BrainOS is offered in early access within Enterprise scope. SMART WIDGET & ATLAS — EARLY ACCESS Smart Widget brings player support, the Atlas assistant, bonus interactions and gamification to the operator’s website. It is available in early access for Professional and Enterprise scope. INTEGRATIONS & LANGUAGES The integration ecosystem includes GR8 Tech, Digitain, EveryMatrix, BetConstruct and SoftSwiss, alongside communication services such as Telegram, Twilio and WhatsApp. Integration availability and implementation scope are confirmed during analysis. Supported languages include English, Turkish, Spanish and Portuguese. PACKAGES Starter — USD 999/month + USD 999 one-time setup. Core CRM for a single brand, including player management, finance tracking, standard reports and a choice of Bonus Engine or Affiliate & Link Masking. Professional — USD 1,749/month + USD 1,749 one-time setup. Includes Starter scope, Bonus Engine and Affiliate & Link Masking together, rule-based Risk & Fraud detection and behavioural segmentation. Enterprise — custom quote for custom integrations, modules, infrastructure and contract requirements. Each brand is licensed and scoped separately. Starter and Professional use a 12-month contract, a fixed monthly fee and a one-time setup fee. IMPLEMENTATION Starter setup is targeted at 14 business days. Professional setup is targeted at 21 business days where the relevant provider integration already exists. Delays or force majeure may extend delivery to 30 business days. New provider integrations and custom requirements are scoped during analysis. EXPLORE & REQUEST A DEMO Website: https://cocrm.ai/ Packages: https://cocrm.ai/pricing/ BrainOS: https://cocrm.ai/brainos/ Smart Widget: https://cocrm.ai/widget/ Business enquiries: hello@cocrm.ai

CodelystCRM Platform

CodelystCRM Platforms Private Limited delivers enterprise-grade, scalable, and fully customizable CRM solutions for global businesses. Designed for Sales, Marketing, Support, and HR, our platform enables companies to streamline operations, scale globally, and improve customer experience.

Codx360 CRM

Cogo Site

Cogo Site is an AI-assisted website builder for small businesses, founders, and teams. Create a professional business website using editable industry templates, then refine the text, images, sections, and visual styling in a visual website editor without writing code. Publish multi-page, multilingual sites to a hosted subdomain and manage site pages from one dashboard. Custom domains and larger publishing limits are available on eligible paid plans. Pro workspaces can access Forms & Submissions, CRM for website leads (with explicit contact mapping), Knowledge Base, and AI Customer Service according to feature availability and plan entitlements. A free plan is available for getting started. Built-in online checkout, appointment booking, and email campaigns are not included.

Cogover CRM

Cogover CRM is a customer relationship management and sales management platform built on a No-code/Low-code foundation with integrated AI. Developed by Cogover LLC, headquartered in Delaware, USA, with offices in Hanoi, Ho Chi Minh City, India, and the UAE, the platform serves over 3,000 businesses across financial services, telecommunications, education, retail, and manufacturing from startups to enterprises. Cogover CRM enables sales teams to manage the complete sales lifecycle within a single workspace. Core functionality includes lead management with automated classification, assignment, and routing; visual sales pipeline tracking for accounts, contacts, and opportunities; contract and quotation management with built-in document templates; multi-channel customer data unification from web forms, email, chat, social media, and call center; fully customizable reports and dashboards; and a mobile application on iOS and Android for field sales operations. The platform integrates AI to power smart search, automated data extraction from emails and documents, intelligent suggestions for sales decision-making, and AI-assisted follow-up reminders. It connects with Gmail, ERP, HRM, and other business systems through Cogover Process, the platform's workflow automation engine. Cogover CRM is designed for businesses that need a flexible, fully customizable CRM without heavy IT investment. Unlike traditional packaged CRM solutions with fixed feature sets, Cogover allows business users to design and modify data objects, fields, interface layouts, workflows, and multi-level approval processes through a drag-and-drop builder without writing code. This enables organizations to configure the system to match their specific sales methodology and operational processes, and adapt it as their business evolves, reducing dependence on developer resources and rigid software systems.

Coherence

Coherence is a flexible workspace platform that adapts to how your business actually works. Instead of forcing you into rigid pipelines, Coherence lets you create any data structure you need and connects everything through email, calendar, and automation.