Best CRM Software - Page 134

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

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.

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.

Siftree

Siftree is an AI-native software company that enables customizable solutions to find, win, and keep customers. Powered by Siftree Core, customers are able to kill SaaS-sprawl and build custom, mission-critical applications. Siftree gives IT control, business users flexibility, and transforms software-native companies to AI-native companies. The last software you'll ever need to find, wind, and keep customers.

SignalWealth

SignalWealth combines a white-label CRM with a content studio in one login. Firms run contacts, pipeline, tasks, two-way Google Calendar sync, public booking links with automatic Zoom, forms, email automations and texting on their own domain. The Studio turns long-form recordings, or a typed idea, into branded vertical shorts, full YouTube episodes with chapters, and SEO articles on the firm’s own blog. A wording check flags promissory language and blocks approval until it’s fixed, and every approval is logged with a copy of what was approved. An MCP connector lets ChatGPT, Claude and other AI assistants look up CRM data and draft forms, automations and newsletters, which are always saved switched off for review. Built by an advisor with 24 years in insurance and financial services and run first in his own firms.

Signboard

Signboard helps solo web freelancers in India find clients. Search an area and a type of business, and Signboard lists nearby businesses from Google Maps with a score out of 100 for how likely each is to pay for a website. For businesses that have a website, a one-click check lists what is wrong, such as no HTTPS or not mobile friendly. Signboard opens WhatsApp with a short message in English, Hindi or Marathi, and reminds you to follow up after 3 days and again 7 days later. Free to start. Pro costs ₹499 a month and adds more searches, shareable website reports, a mobile speed test and AI-written messages.

Signd

Signd helps equipment rental and hire businesses manage agreements and day-to-day rentals from a phone or browser. Businesses can create and send digital hire agreements, collect customer signatures through a link, and store signed records. Customers can sign without installing an app or creating an account. A free plan provides unlimited hire agreements and assets. Signd Pro adds booking and calendar tools, invoicing, card payments, licence capture, cards on file, photo condition reports, Xero sync and team access. Signd is available on web, iPhone and Android.

Silk Growth

Silk Growth is a CRM built for freelancers and agency owners who grow their business through direct outreach. Most CRMs are designed for sales teams with inbound pipelines. Silk Growth is designed for the freelancer who sends DMs, cold emails, and LinkedIn messages every day and needs one place to track all of it, stay consistent, and convert conversations into paying clients. Track outreach across every channel Log and manage leads from Instagram DMs, email, phone, LinkedIn, WhatsApp, and more — 13+ channels in a single pipeline. Set a client goal, define your daily outreach target, and see your progress in real time. AI-generated scripts tailored to your niche Generate cold outreach scripts, follow-up messages, and content hooks using AI trained on your specific service and audience. No generic templates — every script reflects your offer and your niche. Stay consistent with daily streaks and action plans Silk Growth gives you a personalised daily action plan and tracks your outreach streak so the habit sticks. Open it every morning, complete your tasks, watch the pipeline grow. Run the full deal from one tool Send proposals, collect e-signatures on contracts, and generate invoices automatically when a contract is signed. Track payment status without switching to a separate tool. Built for teams too Team and Agency plans give you a shared pipeline, leaderboard, and up to 15 seats — so you can manage a small team's outreach from one dashboard without enterprise complexity or enterprise pricing. Pricing Basic: free forever (10 leads, 5 AI generations/month) Solo: £25/month — unlimited leads, scripts, and channels Team: £49/month — up to 5 seats Agency: £99/month — up to 15 seats