Best CRM Software - Page 180

UpdatesPad

UpdatesPad is shop management software built for countertop and stone fabrication shops. It runs the whole job in one place: a countertop CRM that follows every lead from first call to install, a quote builder where you draw the layout, plan slabs and seams, and send a priced quote for online approval, and a job board that tracks templating, fabrication and installation with crew scheduling. Every job gets a private client portal. Homeowners and builders see the timeline, approve seam placement, slab selection and edge profile, and share photos, so they stop calling to ask when template is. Mostly. An approved quote becomes an order and a project without retyping anything, and invoices push to QuickBooks Online. Pricing is based on how many jobs you run each month, not how many people log in, so the whole team gets access on every plan. Every plan starts with a free month on your real jobs.

Upsidia

Upsidia is business management software that combines key functions for trades and local services into one platform. It includes tools for generating quotes that can be converted into invoices upon acceptance, a booking system for managing appointments, and job scheduling that auto-populates calendars from confirmed bookings to reduce admin tasks. The CRM stores customer records and centralizes interaction and transaction history. The platform features a website builder for creating an online presence without technical skills and review management tools to monitor and respond to feedback. It operates on flexible monthly terms with no long-term commitments, ensuring users retain full ownership of their portable, exportable data. Integration capabilities enable connections with other business tools to streamline operations.

Uptonica

Whether you sell online, collect leads, or answer customers: everything on one platform, with a single AI that knows your whole business. Every tool you use has added its own AI, but none of them can see what the others are doing. Your CRM doesn't know what the customer asked in chat. Your pricing tool doesn't know what you spend on ads. So your team ends up connecting everything by hand. Uptonica puts all your team's work on one platform. Each section handles one part of the work. They all use the same data, the same sign-on, and the same AI, which is why they work together. Catalog: complete every product page with copy, attributes, translations, and optimization for Google and AI engines. Built for catalogs of thousands of products. Content & Social: prepare a week of text, images, and video in your brand's voice, and publish without switching tools. Ads & Attribution: Google and Meta, together with email and WhatsApp, in one report, with one way of attributing sales. Customer Conversations: one inbox for WhatsApp, Instagram, Messenger, Telegram, email, phone, and your site chat. Lia answers the simple questions, your team handles the rest. CRM: every customer in a single record, with orders and conversations. Lia tells you who to follow up with and drafts the message. Automations: set the rules once and Uptonica applies them every day: abandoned carts, customers to follow up with, customers who haven't bought in months. Built by the team behind Webgas, growing Shopify brands in Italy and abroad since 2019.

Usibee

uSonar

Utgi Business

Utgi Business is a management app built for small centres where several professionals share rooms: speech therapy and educational psychology centres, music schools, tutoring and language academies, and physiotherapy centres with a pilates room. The schedule works by room and by professional, and it never lets two sessions take the same room at the same time. When a session is cancelled, the professionals working that day are told the room is free. The day before each session the centre's WhatsApp number sends a reminder with two buttons, Confirm and Can't come. The answer goes straight to the schedule. Families can also ask to change a time, see the free slots of their professional and send a request that the professional accepts or declines. Reminders never mention the treatment. Payments show the method, the date and who collected them, with daily totals in cash and card and a list of direct debits for the bank. Session packs and scholarships have a running balance, and the app warns the centre when only three sessions are left. At the end of the month each professional downloads the same summary with students, dates, sessions, hours, gross amount, withholding and net, in PDF and Excel. Freelance professionals use it to invoice the centre. Each professional only sees their own students and schedule. Each centre has its own database in the EU. We set up the app with the centre's rooms, services and data, train the team and give support by WhatsApp with a real person. The price is a flat monthly fee per centre, not per user, starting at 134 EUR per month, and the first month is free.

UXD CRM

Valentina CRM

Valentina CRM is a customer relationship management platform for businesses that sell products through WhatsApp. It brings customer records, conversations, orders, payment status and support cases into a shared workspace. Teams can manage their product catalogue, prices, stock and promotions, assign cases and take over conversations that need human attention. Valentina, its integrated AI assistant, answers inbound customer inquiries using the business’s catalogue and sales and delivery rules. The platform includes integrations with WhatsApp Business, Mercado Pago and Google address validation, along with configuration options and usage and cost visibility. Developed by RAG23, Valentina CRM originated in a working implementation at PUROCACAO.

Validate

Validate is built for UK M&E subcontractors working on jobs under £5m. Your engineers log work from site in a few taps. Entries are time-stamped, with a photo and GPS location when the phone allows it, and the engineer app works offline and syncs when the phone reconnects. Every submission lands in one validation queue with its evidence attached. You approve or reject with a reason, and the audit trail records it. From approved work, Validate builds invoices and payment applications with retention, cumulative totals and CIS deductions calculated, as a branded PDF ready to send. It also covers RAMS and permits, snags with photo evidence, the programme, people and qualifications with expiry dates, tenders, and a commercial register for variations, risks and instructions in plain English. Records are kept in plain English whatever form the contract takes. Validate Lite is a smaller, phone-first version for small firms: quote, win, run the job, invoice, and see the margin.

ValuRight.ai

ValuRight.ai is exit-planning and business valuation software for Main Street small-business owners 55+. It gives a free planning range, a Health Score, and what-if scenarios using seven valuation methods. It is a planning estimate, not a certified appraisal. Owners enter their industry, how involved they are, customer mix and three years of financials, which takes about 15 minutes. ValuRight blends seven methods (SDE, EBITDA, revenue, DCF, asset-based, comparable sales and cap rate) into one planning range, scores exit readiness out of 100, and flags the risks buyers discount, like owner dependence. The what-if builder shows how changes such as cutting owner hours or adding recurring contracts may move the range. Plans: Free Preview ($0, no credit card) includes the value dashboard, all seven methods, the Health Score, recommendations and what-if scenarios. Essentials ($99/month) adds an ongoing dashboard and QuickBooks and Xero accounting integrations. Exit Ready ($249/month) adds a shareable buyer teaser, a private data room, buyer lead tracking, and free review access for an invited CPA, broker or attorney. Start free: https://valuright.ai/what-is-my-business-worth · Methodology: https://valuright.ai/methodology

Valyo

Valyo is a business platform for independent real estate agencies in France. One property record follows each home from the first opportunity to the sale, so nothing is typed twice. Agents spot listings that change in their areas (price drops, relistings, ageing listings) and get help locating the property. They prepare a complete estimation report in the agency's own colours: comparable sales, the active market and the agent's own price opinion, every word editable. The mandate is prepared from the same record, the listing is published to compatible property portals, and the seller follows progress in a dedicated seller space. Built in the field with agents in the Bouches-du-Rhône and the Var who use it on real files. Web application for desktop and mobile, in French. Free 21-day trial, no credit card required. Full offer on quote, by modules and number of users.

Vantizor

Vantizor is a CRM built specifically for solar sales teams. It covers the full lead-to-contract pipeline with appointment booking, WhatsApp-ready contact history, and reporting broken down by lead source, so no lead falls through the cracks between first contact and signed contract. Vantizor also offers a White-Label option, letting lead generators, call centers and sales organizations run the same CRM under their own branding for their own clients.

VARELIOX Lead App

VARELIOX Lead App is a simple lead management and follow-up tool designed for small businesses and service professionals. Import leads from CSV files, organize customer inquiries, track lead statuses, and manage follow-up dates in one place. A dedicated Today list helps users focus on leads that need attention, while synchronization across desktop and mobile keeps information up to date. VARELIOX helps businesses stay organized, follow up consistently, and avoid losing track of potential customers — without the complexity of a traditional CRM. Start with a 14-day free trial.

VARStreet CRM

Vaula CRM