Best CRM Software - Page 163

ServPad

servuno

servuno brings customer management, services, tickets and time tracking together in one system and gives your customers their own portal under your name. It needs no installation or own servers and works in the browser on computers, phones and tablets. Developed by Funck GmbH in Duisburg, Germany.

Sesslink

At Sesslink, we don't just build software — we build solutions that drive real success. Our all-in-one platform brings CRM, WhatsApp, Email, SMS, automation and AI together so modern teams can manage relationships, operations and growth from one place.

SET CRM

SEWA Customer Account Management (CAM)

SEWA CAM (Customer Account Management) is an AI-powered CRM platform that helps organizations manage customer relationships, account operations, service delivery, and customer lifecycles from a single unified workspace. CAM provides a unified customer workspace where businesses can manage accounts, customer interactions, service requests, communication history, operational activities, and customer-facing processes from a single platform. Instead of relying on disconnected spreadsheets, emails, and siloed systems, organizations gain a complete and structured view of every customer relationship. Built on the SEWA platform, CAM goes beyond traditional CRM by connecting customer management with workflow automation, service management, AI-powered assistance, and operational execution. Organizations can automate routine customer processes, standardize workflows, improve collaboration between teams, and ensure that every customer interaction is tracked and actionable. The platform is designed to support organizations ranging from growing businesses to large enterprises by providing secure, role-based access controls, workflow-driven operations, and scalable customer data management. CAM also integrates seamlessly with other SEWA modules, including ITSM, AI Assistants, Workflow Automation, and Custom Applications, enabling organizations to create a connected customer ecosystem. By combining customer intelligence, workflow automation, and operational visibility, SEWA CAM helps businesses improve customer satisfaction, increase team productivity, reduce manual effort, and create long-term customer value. Key Features - Customer Account Management - 360° Customer Profiles - Contact & Relationship Management - Customer Lifecycle Management - Customer Onboarding Workflows - Customer Self-Service Portal - Activity & Interaction Tracking - Case & Request Management - Workflow Automation - Task & Approval Management - AI-Powered Customer Assistance - Customer Health & Insights - Multi-Tenant Architecture - Role-Based Access Control - Reporting & Analytics - Integration APIs - Enterprise-Grade Security Ideal For - B2B Service Providers - Managed Service Providers (MSPs) - IT Services Companies - SaaS Organizations - Customer Success Teams - Support & Operations Teams - Enterprise Service Management Initiatives Designed for growing businesses and enterprises alike, CAM enables organizations to build stronger customer relationships, improve service quality, and scale customer operations with confidence.

shamCRM

CRM system with the following functions: • Customer base management. • Integration with instant messengers (Telegram, WhatsApp) and social networks (Instagram, Facebook). • Automation of sales and tasks. • Employee monitoring and time tracking. • Report generation.

ShapedOps

ShapedOps is a CRM and business operations platform built for manufacturers, foundries, and trading businesses in India. It replaces spreadsheets, WhatsApp threads, and paper registers with a single system for tracking orders and dispatch from first contact through to close, sending automatic WhatsApp client updates as orders move through stages, tracking payments and milestones, and generating dispatch and client documents automatically. Currently in early access, ShapedOps is built and operated by Ashlyticss, a data analytics agency based in Ahmedabad, India.

SharePortals

SharePortals is a CRM and case management platform built natively inside Microsoft 365. Unlike standalone CRM tools that sit alongside your existing software, SharePortals works directly within SharePoint, Outlook, Teams, and Planner — the applications your team already uses every day. The result is a unified client management system that your people actually adopt, without the complexity, cost, or disruption of a traditional CRM implementation. Designed for small and mid-sized organisations already invested in Microsoft 365, SharePortals gives business owners a structured, secure, and intelligent way to manage client relationships, correspondence, documents, and workflows — all from within their existing Microsoft tenant.

SHARKD Photo

ShelterPact

ShelterPact is a modern, web-based animal shelter management and animal control software platform designed to help municipal animal services agencies, animal shelters, and rescue organizations manage their daily operations from one centralized system. Built around the real-world needs of animal services professionals, ShelterPact connects animal records, field operations, shelter management, medical care, compliance, reporting, and administrative workflows. Instead of relying on multiple disconnected systems, organizations can manage their operations through a unified platform designed for efficiency, accountability, and ease of use. **Animal Shelter Management:** Track animal intake, identification, housing assignments, custody history, medical records, vaccinations, treatments, behavioral information, and outcomes. Guided workflows support adoptions, owner reclaims, surrenders, foster placements, and transfers to rescue organizations. **Animal Control and Field Operations:** Manage calls for service, officer assignments, dispatch activity, field maps, enforcement cases, and follow-up tasks. ShelterPact helps connect field responses directly to related animal, person, and shelter records. **Municipal Compliance:** Support animal licensing, rabies records, citations, enforcement documentation, and compliance tracking. Maintain organized records for municipal animal services operations and administrative review. **Medical and Inventory Management:** Document examinations, medications, treatments, vaccination records, and medical history. Inventory tools support stock tracking, expiration dates, lot management, and low-stock alerts. **Financial Management:** Manage fees, charges, payments, receipts, cashier closeouts, deposits, adjustments, and financial reporting through integrated workflows. **Documents and Electronic Signatures:** Create organization-specific document templates, generate paperwork, collect electronic signatures, and retain completed documents with associated records. **Reporting and Daily Operations:** Access customizable reports, dashboards, operational tasks, calendars, staffing schedules, and activity history to support informed decisions. ShelterPact is designed for organizations seeking an integrated animal shelter software solution that combines traditional shelter management with municipal animal control capabilities. ShelterPact is currently in the final stages of testing ahead of its initial release. Organizations interested in evaluating the platform can explore the public demo and join the early-access waitlist. Website: https://shelterpact.com Live Demo: https://demo.shelterpact.com Early Access: https://shelterpact.com/waitlist

ShieldPSA

ShieldPSA is a free Professional Services Automation (PSA) platform designed for Managed Service Providers (MSPs) and IT service teams. It brings essential service management and business operations into a single platform, helping teams manage customer requests, tickets, SLAs, projects, contracts, time tracking, billing, and reporting. ShieldPSA provides tools for managing the complete service lifecycle, from receiving and prioritizing service requests through resolution, time tracking, contract management, and invoicing. It also includes workflow automation, service catalogs, customer and contact management, reporting, a client portal, and integrations to support day-to-day MSP operations. The platform is designed to help MSPs centralize their service operations, improve visibility into technician and customer activities, standardize workflows, and manage recurring services more efficiently. ShieldPSA is offered as a free PSA platform, with professional services available for organizations that need assistance with implementation, migration, training, or customization. ShieldPSA is developed by Vembu and is focused on helping MSPs and IT service providers simplify PSA operations without the traditional software licensing costs.

Shopgenie

Shopgenie is an all-in-one marketing, CRM, and online scheduling platform for automotive repair shops. Shopgenie's flagship product is its 100% free online scheduling tool

Average Rating: 4.9/5.0

Total Reviews: 5

Shredeo

Shredeo is cloud-based gym and fitness studio management software for independent gyms, boutique studios, CrossFit boxes and personal trainers. It brings member administration, bookings, billing and coaching tools into one platform for the people running a fitness business and the members using its services. Gym teams can maintain member records, manage memberships and organise class schedules. Booking and check-in tools help staff follow attendance, while billing and payment workflows support membership administration. Reports provide visibility into attendance and revenue. Coaching and training-programme management tools let teams manage programmes alongside their other gym operations. Members can use a branded mobile app and member portal to book classes and access their membership information. Shredeo also provides branded website and mobile experiences. Operators can discuss the available branding and deployment options with the team during a demonstration. The platform supports English, French and Dutch. It is based in Belgium and serves fitness businesses in Belgium, France and the Netherlands. European payment workflows include SEPA, with Stripe and SumUp integrations available for supported payment use cases. Teams should confirm the specific payment configuration and integrations they need during a demo. Shredeo is offered as proprietary subscription software. Pricing is available on request. A free trial can be arranged after a demo or direct contact with the team, without a credit card; there is no permanent free version. Support is available by email and chat, Monday to Friday from 09:00 to 17:00 Brussels time. Businesses can contact the team through shredeo.com to discuss their requirements, request a demonstration and arrange a trial.

Shutpoint CRM

Sidekar

Sidekar captures and develops the specialized intelligence that makes every wealth management firm unique, turning its institutional knowledge, processes, rules, decisions, and expertise into a shared understanding of how the firm operates. This allows firms to safely and accurately deploy AI across their entire organization, without losing the knowledge and context that make their business unique. Sidekar connects to a firm's existing systems and works with the AI assistants teams already use, including Claude, ChatGPT, and Microsoft Copilot. As people and AI agents work, Sidekar continuously captures how things get done, maintains context across systems, and builds an evolving operating model of the firm. Permissions, approval requirements, and audit trails ensure AI can act securely and reliably within the firm's established controls. Today, Sidekar enables AI to do real work across a firm's systems, from retrieving information and answering questions to executing complex workflows like capital calls, reconciliations, and client onboarding. Every interaction also helps preserve and develop the firm's specialized intelligence, making future AI interactions more informed and effective. Over time, this accumulated intelligence becomes something even more valuable: a proprietary foundation for firms to build, adapt, and operate their own specialized AI models, trained on how their organization actually works rather than relying solely on general-purpose intelligence. Sidekar is built for single-family offices, multi-family offices, and registered investment advisors.