Best CRM Software - Page 83

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CA OFFICE AUTOMATION

Managing a CA or CPA firm requires complete visibility, control, and efficiency across clients, teams, and compliance workflows. CA Office Automation is an all-in-one, AI-powered practice management platform designed to streamline your entire firm’s operations—from task management and client communication to compliance tracking and reporting. It enables firms to centralize workflows, automate repetitive tasks, and collaborate seamlessly, ensuring every deadline is met and every client is managed efficiently. With built-in modules for task management, client management, document handling, payroll, and business analytics, along with AI-powered features like smart automation, intelligent insights, and automated audit trails, CA Office Automation helps firms reduce manual effort, minimize risk, and improve productivity. The platform also offers real-time dashboards, workflow automation, approval systems, and secure cloud access, giving firm owners complete control and visibility over operations at all times. By combining automation, AI intelligence, and practice management in one unified system, CA Office Automation empowers CA and CPA firms to deliver better client experiences, optimize team performance, and scale their practice with confidence.

Capable

Capable is a CRM for B2B sales and customer success teams. It connects to email (Gmail, Microsoft 365 or IMAP), calendars and video meetings (Zoom, Google Meet, Microsoft Teams and Webex), and logs emails, meetings, call recordings and transcripts against the matching contacts, accounts and opportunities. A Chrome extension shows the CRM record and shared notes next to people on LinkedIn. From this activity, Capable proposes updates to records, such as a deal stage, amount, next step or task. Each proposal shows the source it came from. A user approves or rejects the changes before they are saved, and every change is recorded in an audit log. Teams can work in the web app, which has pipeline boards, lists, saved views, reports, forecasts, tasks, sequences, quotes and subscriptions. They can also work through Claude or ChatGPT, which connect to Capable over an MCP server with 66 tools. Admins can add custom objects, fields and pipelines, limit which records each role can see, and set whether the assistant’s changes need review. Data can be imported from Salesforce, HubSpot or Attio. Customer records are stored in the EU.

Capim

A Capim é uma plataforma de gestão para clínicas odontológicas que reúne gestão, soluções financeiras e crédito ao paciente. Fundada em 2021, tem mais de 12 mil clínicas e dentistas e presença em mais de 400 cidades. O Capim Dash é o sistema de gestão: agenda, prontuário eletrônico, odontograma, anamnese digital, assinatura eletrônica e financeiro. É um plano único, com todas as funcionalidades, lembretes e confirmações de consulta pelo WhatsApp sem custo por mensagem e aplicativo para Android e iOS (agenda, pacientes, fichas clínicas, links de agendamento e documentos). A Camila Comunicativa, inclusa no plano, faz campanhas de reativação de pacientes inativos pelo WhatsApp da clínica. A Maquininha Capim, usada junto com o Capim Dash, lança cada venda no financeiro da clínica, ligada ao paciente. No Financiamento Capim, o paciente parcela em até 36x, a Capim analisa o crédito e a clínica recebe o valor à vista em até 3 dias úteis depois que o financiamento é aprovado; o risco e a cobrança ficam com a Capim. No Carnê Capim, o parcelamento é por boleto: a clínica define parcelas e valores, recebe conforme o paciente paga cada boleto e fica com o risco e a cobrança. Para clínicas e consultórios odontológicos que querem a gestão e o financeiro no mesmo sistema. Se a clínica depende de um recurso muito específico, vale confirmar na demonstração.

Capy

Capy is cap table management for founders. Track stakeholders, shares, options, RSUs, warrants, SAFEs and convertible notes; manage equity plans and vesting; model a priced round including SAFE conversion; keep board approvals and documents in a data room; and give each stakeholder a private view of their own holdings. Import a Pulley export in one click and export to Excel or CSV any time. The code is open source (AGPL-3.0), so you can self-host it. Capy's MCP server lets Claude, ChatGPT and other AI apps answer questions about your cap table and draft changes that an admin approves in Capy. One plan: $600/yr, unlimited stakeholders, no contract.

CareDesk360

CareDesk360 is AI-powered clinic management software for clinics and small hospitals in India, built in Hyderabad by Ridgeveda Solutions Private Limited and trusted by 100 doctors. Front desks book appointments by time slot and see each doctor's schedule. Doctors write prescriptions from the clinic's own medicine list, with doses filled in, and patients receive a branded, e-signed prescription PDF on WhatsApp. Reception creates OPD bills and GST invoices in a minute, and hospitals manage beds, admissions, charges and IPD bills. Staff attendance and leave, real-time notifications and a patient portal are built in. Beyond software, the CareDesk360 team helps clinics grow: Google Business Profile, social media and online reputation management, so one partner covers a clinic's technology and marketing. Plans start at Rs 3,999 per month.

CareOS

CareOS is on-device eMAR and clinical documentation software for small residential-care homes (RCFE/assisted living), run on the medication cart. CareOS is offline-first, and records are stored at the facility. The med-cart laptop and facility NAS/on-site backup are included in the price. By Rapid Response Software LLC, a Sacramento, California software company (we do not provide direct patient care). Currently in alpha testing in California; alpha is free. Care More. Click Less. CareOS.

CareVault

CareVault – Complete Hospital Management System (HMS) CareVault is an all-in-one Hospital Management System designed for hospitals, clinics, diagnostic centres, and multi-specialty healthcare facilities. It streamlines daily operations by bringing patient registration, appointments, OPD, IPD, bed and ward management, doctor consultations, pharmacy, laboratory, radiology, billing, TPA and insurance management, inventory, staff management, and financial reporting together on a single platform. With centralized patient records, real-time departmental coordination, automated workflows, digital prescriptions, diagnostic reports, payment tracking, and comprehensive MIS reports, CareVault helps healthcare providers reduce paperwork, minimize manual errors, improve operational efficiency, and deliver better patient care. The system also supports ABDM/ABHA integration, helping healthcare providers move toward connected, interoperable digital healthcare. Role-based access, activity logs, configurable workflows, and management dashboards provide better control, transparency, and visibility across departments.

Car Hire Manager

Car Hire Manager (CHM) is a cloud-based car rental management software designed to simplify daily operations for rental businesses. Manage bookings, fleet management, customer records, payments, driver management, maintenance, toll management, and financial reports into one dashboard. Users can manage new and recurring bookings, check vehicle availability, monitor fleet status, and view scheduled returns through the calendar. The system also supports GPS vehicle tracking, helping businesses monitor vehicle locations and improve fleet visibility. Its reporting and analytics features help users review business performance and make informed decisions. By keeping important operations in one place, CHM can reduce manual work, improve booking organisation, and support better customer service. It is suitable for car rental businesses looking to manage vehicles, bookings, and daily operations through a single digital platform.

CarPanel

CarPanel is a management software for auto body shops and mobile body repairers in France. Technicians photograph the damage, AI suggests the repair operations, and prices are calculated from the shop's own rate grid — the AI never sets a price. The quote is sent to the customer's phone and accepted online. From there, everything follows: technician and bay scheduling, parts ordering and stock, before/after photos as evidence for insurance experts, invoicing at payment, and tracking of insurer settlements. CarPanel is also a consumer app where drivers get a free photo-based repair estimate, and these requests are offered to nearby registered shops. Free account with no time limit and no credit card, plus 14 days of the Pro plan at sign-up; paid plans from €59/month. Limitations: it does not replace the estimating systems required by insurers (SIDEXA, GT Motive, Audatex) and is used alongside them; accounting is exported as FEC files, without direct sync; France only.

carpanel.de

CarPanel is web-based inventory management software for used car dealers. The platform operates through web browsers on iPhones, Android devices, tablets, and desktops without requiring installation. The software automates margin and break-even calculations while incorporating Section 25a differential taxation rules to deliver profitability metrics including net margins and break-even points. The system centralizes inventory management by tracking vehicle status, storing registration information, and issuing alerts for vehicles with extended standtimes. AI-powered functionality extracts data from registration documents to generate professional contract templates for vehicle acquisitions and sales, which are stored as PDFs. The platform includes customizable checklists, monthly financial reports, and prospect tracking capabilities. Multiple users can access the system simultaneously with automatic synchronization across devices.

CarPanel_Fr

CarPanel is an all-in-one management software built for auto body shops in France. AI-assisted estimates from photos (prices come from the shop's own rate grid), workshop planning, parts and stock, invoicing and online payments, insurance claims, CRM, HR and job profitability. It also brings new customers: repair requests from CarPanel drivers are offered to nearby available shops. Cloud-based, no installation, data hosted in Europe. Free plan with no time limit and no credit card; paid plans from €59/month.

CarrierLookup

CarrierLookup provides original carrier and phone-number allocation information for business contact-data workflows. A web dashboard and REST API support real-time single-number and small-batch requests, while asynchronous bulk file tasks produce downloadable CSV results. Returned fields can include the originally allocated carrier, underlying carrier, line type and allocation geography. A real-time MCP integration is available for compatible clients. Carrier information describes original number allocation rather than the current network after porting; geography is number-range allocation context rather than a device location. Results do not establish number reachability or owner identity.

CarSales AI

CarSales AI is AI-first car sales software for independent and franchise dealerships and the salespeople who work there. One system covers CRM and lead management, two-way business texting and calling with TCPA consent records, desking and F&I, inventory management, dealer websites on the dealership's own domain, reporting and a salesperson leaderboard. Lot Line, the built-in AI phone agent, answers calls and new leads 24/7. Every feature is included on every plan with unlimited users, and inventory is also published free to the FMYCAR marketplace (cars.fmycar.com).

CAS CRM