Best CRM Software - Page 146

Partenero

Partenero is a comprehensive Customer Success Management (CSM) platform designed to help businesses enhance customer retention, identify growth opportunities, and improve overall customer experience. By centralizing actionable customer data, Partenero enables teams to execute timely and effective strategies that drive customer satisfaction and business growth. Key Features and Functionality: - Customer Health Scoring: Assess and monitor the well-being of customer relationships to proactively address potential issues. - Churn Prediction: Utilize engagement data and customer surveys to anticipate and mitigate customer churn risks. - Customer Segmentation: Organize customers into distinct groups for targeted strategies and personalized engagement. - Onboarding Management: Streamline the customer onboarding process to ensure a smooth and positive start to the customer journey. - Customer Feedback Collection: Gather insights through configurable surveys, including Net Promoter Score (NPS and Customer Satisfaction (CSAT metrics. - Task Management: Assign and track tasks to maintain accountability and progress within customer success initiatives. - Playbooks and Success Plans: Develop standardized procedures and strategic plans to guide customer interactions and achieve desired outcomes. - Customer Journey Mapping: Visualize and analyze the entire customer lifecycle to identify touchpoints and areas for improvement. - Usage Tracking: Monitor customer engagement with products or services to inform support and upsell opportunities. - Reporting and Analytics: Access detailed reports and analytics to measure performance and inform decision-making. Primary Value and Solutions Provided: Partenero empowers businesses to reduce customer churn by proactively identifying at-risk customers through health scores and engagement metrics. It facilitates the discovery of upsell and cross-sell opportunities, enabling revenue growth from existing customers. By centralizing customer data and providing tools for effective management, Partenero enhances the overall customer experience, leading to increased satisfaction and loyalty. Its comprehensive suite of features supports businesses in executing timely actions, improving customer relationships, and driving sustainable growth.

Partner Cockpit

Partner Cockpit is an all-in-one SaaS platform for network marketers and independent sales partners. It combines CRM, contact and lead management, follow-ups, content creation and AI-powered tools in one central dashboard. The platform is designed to simplify daily workflows, save time and help users manage their business more efficiently.

Parvis

Parvis is a CRM built for event venues and reception halls. It brings enquiries, WhatsApp conversations, calls, quotes, contracts and invoices into one place, so venue teams can sign more dates with fewer tabs. Features include a shared inbox for incoming requests, guided booking, e-signature contracts, quote and invoice management, a client portal and a pipeline view of every event.

Pave by Quickbase

Pave is an AI-powered platform for building and running custom business applications. Describe the workflow you need in plain language, and Pave turns it into a working app with dashboards, data, and UI already in place. These are production-ready tools your teams can run their operations on. At the same time, IT stays in control. Every app includes role-based permissions, access controls, and full visibility from the start. With Pave, you can: Build production-ready tools and workflows in minutes Generate complete apps with UI, logic, and data models included Apply permissions, SSO, and governance across every app Automate workflows and manage data in one system Track changes with built-in version control Everything runs on a single platform with hosting, storage, and infrastructure included. No patchwork tools or fragile integrations. Pave gives your teams the speed to build what they need—while keeping your systems secure, connected, and under control.

Average Rating: 5.0/5.0

Total Reviews: 1

PawLoop

PawLoop brings regular walks, client and dog details, billing, invoices, payment status and expenses into one straightforward place built for independent UK dog walkers.

PAX ERP

PAX ERP is a browser-based ERP and CRM system for small US manufacturers that build products in-house. It connects accounting, inventory, purchasing, sales orders, work orders, shipping, customer records, and reporting. Manufacturing tools include bills of materials, work-order cost tracking, lot tracking, and shop-floor time entry. Small Team costs $350 per month for up to 5 main ERP users. Unlimited costs $700 per month for unlimited main ERP users. Each plan covers one company at one location and includes unlimited floor-only clocking users, who do not count toward the main user limit. Both plans include the same standard ERP and CRM features. Annual billing is $3,500 for Small Team or $7,000 for Unlimited. Onboarding, data mapping, migration, training, and support are included without separate charges. A full ERP and CRM trial can be requested for 14 days with no credit card required. Published support hours are Monday through Friday, 9 a.m. to 5 p.m. Eastern. PAX is hosted software, not a customer-installed on-premise product. FedEx label generation is supported. Shopify integration is planned but is not currently available.

PCM Nurture

PCM Nurture is a CRM and marketing automation platform built by PostcardMania for small businesses. It connects to a company's website or other lead-generating systems and automatically follows up with incoming leads through email, SMS, and direct mail, with the goal of moving prospects through the sales pipeline with less manual effort. The platform includes customizable automated email and SMS follow-up sequences, triggered direct mail campaigns tied to specific prospect behaviors, a unified inbox that consolidates messages from email, SMS, Google Business Profile, Facebook, Instagram, and live chat, lead tracking through the sales pipeline, and reputation management tools for generating and managing Google reviews. Businesses can manage the platform themselves or PostcardMania can provide onboarding and customized done-for-you automations, messaging and reporting. PCM Nurture serves businesses across industries such as education, financial services, home services, insurance, real estate, and retail.

PearCRM

PearCRM is an all-in-one CRM platform designed for small and medium-sized businesses to manage leads, customers, sales, communication, and daily business processes in one place. PearCRM is a customer relationship management platform that brings customer management, communication, scheduling, tasks, automation, sales tracking, and analytics together in one centralized workspace. The platform helps businesses organize customer information, track leads and sales opportunities, manage follow-ups, assign tasks to team members, and maintain a clear history of customer interactions. PearCRM consolidates communication from Telegram, Discord, and email into a single workspace, helping teams manage customer conversations without constantly switching between different applications. The platform also provides tools for managing sales pipelines, tracking leads, organizing customer profiles, scheduling activities, and monitoring key business metrics.

Pegasus Suite KI-CRM

Pegasus Suite: Die KI-zentrierte All-in-One CRM-Plattform Die Pegasus Suite ist eine hochmoderne Business-Software, die klassisches Customer Relationship Management (CRM) mit wegweisender künstlicher Intelligenz vereint. Sie dient als digitale Schaltzentrale für Unternehmen, die ihre Vertriebs- und Serviceprozesse nicht nur verwalten, sondern aktiv automatisieren wollen. Die Kern-Highlights der Plattform: Intelligente Voice AI: Das Herzstück der Suite ist die nahtlose Integration von KI-Telefonagenten. Die Plattform kann Anrufe vollautomatisch entgegennehmen, qualifizieren und transkribieren, wodurch die Erreichbarkeit auf 24/7 steigt. 360°-Kundenmanagement: Alle Interaktionen – von E-Mails über Telefonate bis hin zu Notizen – fließen in einer zentralen, digitalen Kundenakte zusammen. Das sorgt für maximale Transparenz im Team. Automatisierte Workflows: Repetitive Aufgaben und komplexe Vertriebspipelines lassen sich durch intuitive Automatisierungen abbilden, was die Fehlerquote senkt und die Effizienz steigert. Datensicherheit „Made in Germany“: Als DSGVO-konforme Lösung setzt die Pegasus Suite auf Hosting in deutschen Rechenzentren und bietet damit höchste Sicherheitsstandards für sensible Unternehmensdaten. Ganzheitliches Ökosystem: Neben dem CRM-Kern bietet die Suite Module für Terminbuchungen, Bewerbermanagement und Prozessoptimierung, die alle perfekt ineinandergreifen. Fazit: Die Pegasus Suite ist mehr als ein Datenspeicher – sie ist ein aktiver Mitarbeiter, der durch den Einsatz von Voice-KI und smarten Automatisierungen den operativen Alltag spürbar entlastet.

Pelatis CRM

Pelatis is a CRM built for agencies and service businesses that handles the entire client journey, from the first lead to the signed contract to a finished onboarding, in one connected tool. Most CRMs are built around one job: managing the pipeline until a deal is won. But for agencies, studios, and consultants, "won" is where the real work begins. What typically happens next gets scattered across five different places: onboarding emails, intake forms sent separately, a standalone e-signature tool, a project board in Notion or ClickUp for kickoff, and Slack messages nobody can find again. Pelatis was built to close that gap. It connects lead capture, pipeline management, e-signatures, and client onboarding into a single flow, so a deal moving from "won" to "delivered" doesn't require five different logins. Core capabilities include customizable sales pipelines, a contact and lead timeline, native automation (trigger, condition, action, without needing a separate integration tool), email integration, smart lists and segmentation, and reporting. On top of that, Pelatis adds what most CRMs leave out: client intake forms, SOP and onboarding templates, project tracking, and built-in digital signing, so the handoff from sales to delivery happens inside the same system that tracked the deal. Pelatis is built for small, fast-moving teams, typically 1 to 15 people, including web design agencies, marketing and creative studios, and consulting practices currently relying on spreadsheets, Notion, or a CRM patched together with separate onboarding and e-signature tools. It's also a strong fit for small B2B sales teams that want a fast, no-bloat CRM without a lengthy rollout or a growing list of paid add-ons. The product is fast to set up (most teams are productive within a day, not after weeks of implementation) and pricing is flat and transparent, so unlocking automation, e-signatures, or reporting doesn't require jumping to a much higher tier as the team grows. Pelatis is hosted in Germany and fully GDPR/DSGVO-compliant, which matters both as a trust signal for security-conscious buyers and as a hard requirement for companies operating in the EU. In short, Pelatis is client onboarding software built into a real CRM: pipeline and deal management for the sales side, plus intake forms, e-signatures, SOPs, and project tracking for everything that happens after the deal closes. It's for teams that don't want their CRM to stop working the moment a client says yes.

PennyCRM

PennyCRM is the CRM built specifically for Pennylane users. It syncs your Pennylane contacts and quotes directly into a drag-and-drop pipeline so your team works from the same data — no manual imports, no duplicates. Features include: native Pennylane integration via API, 6-column sales pipeline, contact management with CSV import/export, automated reminders, Google OAuth sign-up, and unlimited team members at €9/month after a free 14-day trial. Designed for French TPE/PME accountants, experts-comptables and DAF who run on Pennylane.

PeopleVine

PeopleVine is focused on building its core competency as the Agency’s Platform, enabling marketers, agencies, independents and brands with the power to build engaging experiences for their (clients’) consumers. With the most flexible and integrated platform ever built, we are demonstrating there’s an alternative to building from scratch and encouraging these companies to leverage the PeopleVine Platform as a foundation, allowing them to focus on strategy and design; after all that’s what makes these agencies, brands and marketers unique. PeopleVine is a turnkey platform providing 60+ out-of-the-box pages and experiences to engage further with consumers. PeopleVine users can either leverage the out-of-the-box experience or even build their own experience on the same APIs we used. Flexibility is key to ensuring a consistent and unique branded experience, but also saves developers time by not having to start from scratch. Together with our fully integrated marketing and automation engine, PeopleVine is able to ensure continuous engagement tracked and managed from a single platform. With our updated UX rolling out through Q2 2016, we are set to create an even simpler turnkey platform that helps marketers with execution of their strategies.

Average Rating: 0.5/5.0

Total Reviews: 1

Peppercan

PerfectView

PestPilot

Pest control software for small businesses: book quarterly plans, show before-and-after photos, get Google reviews and never miss a call. Your site and AI receptionist, built for you. Plans start at $35 per month with your own domain included, and you can see your site free before you pay. PestPilot runs on Fuly, made by CITY PROFILE LLC in Florida.