Best CRM Software - Page 145

Umzugsfirma Offerten Software

Septix ist die Offerten-Software für Schweizer Umzugsfirmen. Du erfasst den Kunden mit Auszugs- und Einzugsadresse, wählst die Positionen – Stunden, Mitarbeitende, Fahrzeug, Material und Zuschläge – und Septix rechnet live nach Schweizer Regeln: MwSt. 8.1 % auf den Nettobetrag, Total auf 5 Rappen gerundet, Rundungsdifferenz als eigene Zeile. Die Offerte geht als PDF im eigenen Firmendesign und unter deinem Namen an den Kunden. Er nimmt sie per Link mit Name und Häkchen an, und du wirst sofort benachrichtigt. Kunden verwaltest du in der Kundenkartei oder importierst sie aus einer bestehenden Liste. Mit Pro planst du Termine direkt im Kalender. Septix ist reine Software zum Fixpreis. Wir vermitteln keine Aufträge und verdienen nichts an deinen Umzügen – der Kunde bleibt dein Kunde. Preise: Free-Plan kostenlos mit 3 Offerten pro Monat und bis 10 Kunden, ohne Kreditkarte. Pro für CHF 149 pro Monat (exkl. MwSt.) mit unbegrenzt Offerten und Kunden, monatlich kündbar. Bezahlung mit Karte oder TWINT. Alle Kundendaten liegen in einer Datenbank in Zürich.

Una

Una is modern matchmaking software built specifically for professional matchmakers, dating coaches, and relationship experts who want to run their entire business in one place instead of juggling spreadsheets, inboxes, and sticky notes. Una brings every client, lead, and collaboration partner into a single, organized system, making it easy and extremely fast to find a match with one-click matching across your entire network. Una also provides advanced tools such as custom intake forms that collect new clients, leads, and feedback directly from your website, and custom funnels that guide people through every stage — from prospect to client to engaged to married. What makes Una unique is the Promise System — a one-of-a-kind feature built to strengthen the trust between matchmakers and their clients. You mark any interaction as a promise, and once it's made, Una helps you keep it. On every client, you can see the promises you've made, the trust you've built through visible trust levels, and exactly who's accountable for what — and Una reminds you of each one at exactly the right time. Every touchpoint lives on one client journey timeline — email, SMS, WhatsApp, and form responses in a single thread — so you always know where each relationship stands. Built-in communication keeps you in touch without leaving the platform, and a Zapier integration connects Una to the rest of your stack. Una is already trusted by professional matchmakers running real businesses, and it's built by a team that treats matchmaking as a craft. Whether you're a solo matchmaker or a growing agency, Una gives you the operating system to manage clients, make better matches, and grow.

Unavoidable CRM

Unavoidable CRM is a UK-built, UK-hosted CRM for small service businesses such as trades, clinics, cleaning and pest control firms, tour operators and small agencies. It brings every enquiry into one place: an AI receptionist that answers and books calls, missed-call text back, one inbox for SMS, WhatsApp, email and calls, plus quotes, invoices, Stripe payments and payment chasing, bookings, pipeline and automated follow-ups. Plans are priced per business, not per job: Solo £29 a month, Team £149 and Agency £399, with a 14-day free trial and no card required. Texts, calls and AI receptionist minutes are billed at the provider's cost with no markup.

Uncommmon Suite: AI, ERP, CRM & Automation

Uncommmon Suite is an all-in-one operational infrastructure designed to eliminate manual bottlenecks. We combine AI agents, advanced CRM, and automated workflows to help you scale your operations, retain more clients, and stop leaving revenue on the table.

UncoveredList

UncoveredList is prospecting software for commercial insurance agents. Every morning by 6 AM it delivers the businesses that registered with the state yesterday, from official state filings in Colorado, New York, Pennsylvania, Connecticut and Texas, sorted by industry, scored for commercial insurance need, with shells and holding companies filtered out. Agents can get 25 free leads through the free sample on our website.

UniCRM

🚀 Smart tools for smart businesses 💼 Manage leads, teams & revenue 📊 All-in-one platform by Unidesk Scale faster with Unidesk ⚡

Uno CRM

Upcycle

Upcycle is a management system built for marketing agencies in Egypt, Saudi Arabia and the UAE. It replaces the mix of WhatsApp groups, Excel sheets and separate tools that most agencies run on, and puts the whole client cycle in one workspace, in Arabic (right to left) or English. Win and manage clients with leads, a sales pipeline, quotes and contracts the client signs from a link. Run delivery with projects and tasks on a list, board, calendar or timeline, and log time with a timer or by hand, billable or not. Upcycle shows how much each client really earns you. It sets what the client pays against the team hours, salaries and costs spent on them, so you see which retainers make money and which ones lose it. For social media work, each client project has a content calendar, post writing and scheduling, an AI month plan, and a client approval step: the client opens a link, approves or asks for changes, and every revision is kept. At the end of the month, Upcycle builds the client report as a PDF and shares it in the client portal. Invoices, payments, recurring invoices and VAT are built in (with a ZATCA QR for Saudi invoices), and the Professional plan adds full accounting and profit and loss. The team gets chat, attendance and payroll. An AI assistant answers questions about your data and drafts work, on a metered monthly allowance. Plans are a flat monthly price per company, not per user, priced in EGP, SAR and AED. Every account starts with a 14-day free trial, no card needed.

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

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.