Best CRM Software - Page 82

Bunya Command Centre

Bunya Command Centre is the practice operating system for Australian financial advice firms, built by Bunya AI. Command Centre takes clients from first meeting to implemented advice in one system. It brings together client records, fact finds, Statement of Advice requests, implementation, annual reviews and ongoing fee consent, with the evidence kept as the work happens. Instead of a patchwork of CRM, spreadsheets and point tools, the team works from one client record and one workflow. AI prepares the work, such as file notes, request packs and paperwork, and a person on the team checks and approves every step. Command Centre is installed in the firm's own Microsoft 365 and owned outright. It is shaped around how the firm already works through a Blueprint agreed before rollout. Two optional add-ons extend it: Broadcast HQ for marketing and client communications, and Bunya Voice for calls, meetings and follow-up. Bunya AI is an Australian team working with established and growing advice firms.

Buopso

Buopso CRM

Buopso is a powerful CRM platform designed to streamline sales, automate workflows, manage leads, track approvals, and enhance team productivity. Ideal for growing businesses, Buopso boosts efficiency with real-time insights and user-friendly tools.

Business Credit Machine

Business Credit Machine is an all-in-one software platform for company formation, business credit building, client management, CRM, marketing, and business funding preparation. It is designed for entrepreneurs who want to build business credit for their own companies and for business credit professionals, consultants, credit repair companies, and financial professionals who want to offer business credit-building services to clients. Website: www.BusinessCreditMachine.com The platform guides users through important business setup and credit-building steps, including company formation, business credibility requirements, business credit development, vendor resources, progress tracking, and funding preparation. Instead of trying to manage the process through spreadsheets, separate websites, and disconnected tools, users can organize their business credit journey inside one cloud-based platform. Business Credit Machine is also built for professionals who provide business credit services to clients. Its integrated CRM makes it easier to manage leads, clients, affiliates, follow-ups, tasks, and communications. Users can send and receive emails, send SMS messages, manage appointments, create invoices, organize client activity, and track business relationships without relying on multiple separate applications. The software also includes marketing and growth tools such as a Business Lead Finder, marketing campaigns, client and affiliate portals, task management, a Super Calendar, invoicing tools, instant messaging, and virtual assistant support. These features help business credit professionals not only serve clients, but also generate leads, manage referral relationships, and operate their businesses more efficiently. For entrepreneurs building credit for their own companies, Business Credit Machine provides a clearer roadmap for organizing the steps needed to establish a stronger business profile and prepare for potential financing opportunities. Users can access vendor-related resources, monitor their progress, and explore additional funding resources, including alternative lending options where available. Business Credit Machine is more than a business credit tracking tool. It combines company formation, business credit building, CRM, marketing, lead generation, client management, invoicing, communication, and funding preparation in one system. Whether you are building business credit for your own company or helping clients do the same, Business Credit Machine provides the tools and structure needed to manage the process more efficiently, stay organized, and build a scalable business credit operation. Form Your Company. Build Business Credit. Manage Clients. Prepare for Funding. Grow Your Business. Visit www.BusinessCreditMachine.com for more information

bye crm

byecrm is a Telegram-first AI CRM for independent real estate agents. Instead of opening a separate CRM and filling in forms, an agent messages one Telegram chat to save a client, record property requirements and create a follow-up. byecrm keeps the client context available in the same conversation, can help surface relevant properties and makes the next action easier to remember. It is designed for agents who want useful CRM memory without adopting another daily admin workflow.

Calendar Timesheets & Billing

Calendar Timesheets & Billing is a Google Sheets add-on for freelancers and consultants whose work already lives in Google Calendar. Pick your calendars and a date range, say which events belong to which client (by keyword, attendee email domain, a particular attendee, event colour or calendar), give each client an hourly rate, and press Build. You get a Timesheet tab with one row per event per day and a Client summary tab with hours and amounts per client, built from formulas so edits flow through. Hours are clipped to the chosen dates, overnight events are split at midnight, the same meeting on two calendars is counted once, and declined events and out-of-office blocks are skipped. Optional rounding to 6, 15 or 30 minutes. Free for one calendar, this or last month; Pro is $5 a month or $39 a year. Read-only calendar access, and calendar data never leaves Google.

CalendCore

CalendCore is event and venue management software that streamlines planning by consolidating activities into one platform. CalendCore enables teams to manage venues, bookings, best practices and finances via an integrated calendar, ensuring real-time synchronization among team members. The software features a clean, easy to use interface that includes a color-coded calendar, client and event data bases, and a financial report center. Financial tools let users track event estimates, invoices, and expenses in order to generate internal financial reports, event contracts and client invoices. Managers can add custom fields and check lists to each event that tracks the team progression while keeping their organization standard. CalendCore accommodates various operational scales with flexible team structures and per-venue permissions for multi-property management.

Calendo Health

Calendo Health is scheduling and practice management software built for children's therapy centres in Greece: speech therapy, occupational therapy, child psychology, special education and physiotherapy. It is designed for a children's therapy centre rather than as a generic calendar, so the referral turns into sessions and attendance stays with the same child. Scheduling and sessions. Reception works from one day calendar with recurring sessions and each therapist's working hours. Attendance is marked on the appointment, a waiting list fills free slots, and families get a heads-up before each session. Appointments can sync to Apple and Outlook calendars (Google Calendar is coming soon), and video sessions can carry a Zoom, Google Meet or Jitsi link. EOPYY referrals. Calendo Health reads the EOPYY referral PDF and creates the sessions automatically, tracks the monthly quota and produces the official EOPYY certificate. The child's record. Each child has one record with session notes, goals and progress reports that export as PDF in Greek or English. Files are kept on the child's record and stored in an EU data centre. The parental consent record can be signed by parents through a link and is saved as a signed PDF. Parents and family. A parent app gives families home practice material, messages and announcements from the centre. Reminders go out by SMS (included, up to 100 per month), email and push. Document templates and Google review requests are built in. Billing. Charges, receipts, session packages and monthly plans sit next to the sessions. Card payment links work through Viva, and receipts can be issued to myDATA through Wrapp (the Wrapp subscription is paid separately). Team and administration. Roles separate reception, therapists and owners. Calendo Health also includes therapist pay statements, an owner dashboard, support for multiple branches, two-step sign-in and a full change history. Existing data can be imported from Excel or CSV and exported as ZIP, Excel or CSV at any time. Platforms. Calendo Health runs in any web browser with nothing to install and includes native apps for iPhone (App Store) and Android, for the team and for parents. Pricing is one flat subscription per centre with no per-therapist charge: €80 per month including VAT for a centre, or €40 per month for a single therapist (Solo). The free trial is 14 days and needs no credit card. Setup and data migration are free.

CallAnswer

CallAnswer is voicemail with intake for plumbers, HVAC techs, electricians, roofers and other home-service trades. You and your crew record your own greeting and your own questions, in the browser or on your phone, starting from a plain-language script for your trade. When you can't pick up, callers hear your real voice (no computer voice), press a key or type their ZIP code, and say what they need in their own words. Callers outside the ZIP codes you serve hear a polite goodbye. Any key can be marked as an emergency, and pressing it alerts you right away by push and email (and a text to your phone on file). Every call lands in the web dashboard and the mobile app as a sorted lead with the keypad answers, the ZIP, a verdict (qualified, emergency, outside your area, hung up part-way) and the caller's recording, kept for 90 days. Calls are answered by fixed rules you set; no AI model writes or speaks to your callers. It works with your existing business number by forwarding missed calls to your CallAnswer number. Pricing is a flat monthly rate with no per-minute billing, setup fees or contracts: Essentials $99/month (up to 40 calls), Starter $297/month (up to 100 calls) and Pro $497/month (up to 1,212 calls, plus review requests and appointment reminders to customers who opt in to texts). Billed monthly from the day you subscribe; cancel anytime from the dashboard.

CalLite CRM

CallProof

CallProof is a powerful tool specifically designed to help outside sales reps maximize the efficiency of their day-to-day operations. It provides an easy-to-use interface for route planning, allowing users to map out optimized routes for all of their appointments in order to save time and fuel costs. With its territory management feature, CallProof also enables sales reps to keep track of their leads, customers and opportunities in their given area. Ultimately, CallProof is designed to help sales reps become more productive by streamlining their workflow and increasing the efficiency of their operations. With our app, teams can experience improved visibility into the performance of each rep and be confident that they are using valuable time in the field wisely. Enjoy the convenience of a fully optimized and personalized sales experience, thanks to CallProof. With its comprehensive suite of features such as Asynchronous Communication, Automated Report Generation, Business Card Scanning, CallProof Voice, Instant Sales Meetings, Streaks, and Sales Goals. CallProof is an invaluable tool for any outside sales team looking to increase their productivity and efficiency. Try it today to maximize your success on the road!

CamE CRM

Cameva

CAMEVA is a French platform that runs the whole training session from end to end: scheduling, video conferencing (classe virtuelle), the online learning space, attendance records and the session report. Most training providers and independent coaches run their activity across four or five disconnected tools — one for booking, one for video, one for course content, one for signatures, and a spreadsheet to hold it together. Every session then has to be reconstructed afterwards: who attended, for how long, and what was covered. CAMEVA replaces that stack with a single continuous flow. Each session leaves its own records as it happens. The attendance sheet is produced as a PDF. The actual connection time of every participant is measured, rather than capturing a signature inside a time window. And the session report is written automatically at the end of the meeting, generated from the recording by an AI model running on our own servers in France. CAMEVA produces and keeps the records a training provider will present at its Qualiopi audit. Two things set CAMEVA apart. The online learning space is included at no extra cost — no add-on licence, no activation fee. And connection time is measured rather than declared, which is a different kind of record altogether. Around the session, CAMEVA includes a CRM (leads, contacts, deals, pipelines), public registration forms with automatic confirmation emails, email sequences and a newsletter, online booking with a calendar, a file space per customer, electronic signature for documents, single sign-on, and workflow automation. Every customer gets their own site and their own database, hosted in France. No data leaves Europe. Three subprocessors, all French, published on our website. CAMEVA is built for French training providers (organismes de formation), skills-assessment centres, coaching practices and independent trainers (formateurs indépendants). Subscriptions start at €59 excl. VAT per month, with no setup fee and a 15-day trial. B2B only — a French SIRET number is required. CAMEVA is in open beta and used in real conditions by its first customers. The following are not yet part of the product: certificat de réalisation, convention and convocation as generated documents, locked assessment questionnaires, electronically signed émargement, BPF reporting, and in-platform payment. We would rather say so here than let you find out after signing up.

Camp Captain

CANDID CRM

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.

Average Rating: 5.0/5.0

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