Best CRM Software - Page 152

ProTrustee

ProTrustee is cloud-based trust administration and accounting software for fiduciary organizations. It is used by independent professional trustees, trust companies, and law firms, registered investment advisors, and family offices that serve as trustee. The platform combines fiduciary accounting, compliance monitoring, document management, workflow automation, and contact management in one system, replacing the mix of spreadsheets, general-purpose accounting tools, and email that many smaller fiduciary practices rely on. The accounting module is a double-entry general ledger built around principal and income classification, so every transaction is recorded as principal or income from the start. Posting templates classify transactions under Uniform Principal and Income Act rules, and firms can customize those rules. The ledger supports fee schedules and fee management, omnibus cash accounts, and client statements. Account data can be fed from more than 1,600 custodians and financial institutions. The compliance module runs automated checks across each trust or entity a firm manages, with configurable rules and a full audit trail of user activity. Workflow tools cover recurring tasks, ticklers, and rule-based automations, with starter templates available at setup. The documents module stores trust instruments and official records and links each file to the related account or task. The contacts module tracks beneficiaries, advisors, households, and custodians associated with each trust. ProTrustee also includes artificial intelligence features that operate on a firm’s own data. Uploaded documents are analyzed and indexed, the system can generate a summary page of a trust’s key provisions and administrative requirements, and users can ask plain-language questions about their accounts, documents, and workflows. Platform-wide features include role-based permission profiles for separation of duties, configurable dashboards, custom data fields, and multi-factor authentication. ProTrustee was founded by Brandon Whittington, a former trust officer at U.S. Trust and Truist Wealth, and Will Deupree, former founder and chief executive officer of Preclose. The company is based in Mount Pleasant, South Carolina, and is backed by Meeting Street Capital.

ProvidusCRM

ProvidusCRM configures industry-specific solutions addressing regulatory compliance and operational workflows. Development includes custom Apex code, Lightning Web Components, and automated workflows. Through Agentforce, AI agents manage customer inquiries, qualify leads, and automate follow-ups. Data Cloud unifies customer data for segmentation and personalization. Ongoing support ensures platform performance and user adoption.

Psalm

Psalm is one system for enquiries, quotations, orders, invoices and payments, built for small businesses that quote before they sell: fabricators, kitchen and bathroom fitters, joiners, manufacturers, distributors, installers and agencies. Enquiries land on a pipeline with follow-up reminders. Quotations are measured by size, quantity or fixed charge, carry your own letterhead, and can be accepted by the customer online. An accepted quotation becomes an order with payment stages from the agreed deposit, and the order becomes a proper UK VAT invoice without retyping a line. You always know who owes you what, aged into 30, 60 and 90 days. Each month, invoices export as a file for Xero or QuickBooks. Your logo, colours and letterhead go on every document, and the guided importer brings in your customers and price list from Excel or Google Sheets. Every paid plan includes an AI assistant that works from your real records and only sees what the person asking may see. Pricing is flat per company, never per user: £39 a month for up to three people, £99 for up to fifteen, £199 for up to fifty. Every plan starts with a 14 day free trial and no card, and Psalm is free for one person who sends invoices and quotes.

PSPro

PSPro is studio management software for professional photographers and photography studios in Spain, developed since 2013 (formerly Photo Solution Pro). It brings the daily work of a studio into one cloud panel: client records with several contacts, quotes and invoices ready for Spain's VeriFactu system, contracts signed online with a one-time code, and a front-desk point of sale with tickets, barcode scanner and cash-register closing. Photographers deliver and sell photos through password-protected private galleries with favourites, downloads, watermarks and payment by card, PayPal, bank transfer or in the studio. The calendar includes online booking with a deposit, and the studio can publish its own website with a custom domain linked to bookings and galleries. It also covers employee time tracking, email campaigns, reports and an AI assistant. Plans: Starter, Pro and Studio, billed monthly, every six months or yearly, with a 30-day free trial without a card.

Psymira

Psymira is an AI-assisted practice management and documentation platform designed specifically for psychotherapists in Germany. The software helps psychotherapy practices reduce administrative work before, during, and after therapy sessions. Key capabilities include: AI-assisted session documentation: Record and transcribe therapy sessions with appropriate consent, and create editable documentation drafts. Treatment progress summaries: Consolidate information from multiple documented sessions into a coherent overview of the course of treatment. Psychotherapy application assistant: Prepare editable application drafts based on existing patient documentation. Patient and practice management: Organize patient records, documents, practice information, and administrative workflows. Professional control: Psychotherapists review and approve AI-generated content. Psymira does not make diagnoses or treatment decisions. Unlike standalone transcription tools, Psymira connects documentation, treatment progress, and application preparation in a unified patient workflow. Psymira is a browser-based application developed for the German psychotherapy market. Website: https://psymira.de/en/

PSYNOR

PSYNOR is a clinical management software designed for independent psychologists and mental health clinics in Colombia. Features include AI-assisted electronic health records (EHR), 24/7 online booking, automated WhatsApp reminders, and integrated online payments via Wompi.

Puffly

Puffly is a free-to-start CRM for local service businesses that automatically texts back missed calls, captures leads, and keeps follow-ups organized so owners stop losing jobs.

Pulsar CRM

Pulsar CRM é uma plataforma brasileira de gestão de relacionamento com clientes (CRM) desenvolvida especificamente para pequenas empresas. A ferramenta centraliza leads provenientes de diversas fontes, como anúncios, WhatsApp, indicações e formulários, consolidando-os em um único funil de vendas. Isso permite que as equipes comerciais gerenciem e acompanhem oportunidades de forma eficiente, sem perder contatos ou informações importantes. Um dos principais diferenciais do Pulsar CRM é a automação do follow-up. O sistema cria tarefas de acompanhamento automaticamente, lembrando os vendedores sobre as próximas ações a serem realizadas. Isso reduz a dependência da memória individual e garante que nenhum lead seja negligenciado. Além disso, a funcionalidade PulsIA sugere por onde começar o dia, preparando a conversa antes mesmo do contato com o cliente, e oferece insights sobre os próximos passos a serem tomados em cada negociação. Após a conclusão de uma venda, o Pulsar CRM inicia uma esteira de acompanhamento de 100 dias, dividida em quatro fases: Afirmar, Ativar, Aclimatar e Advogar. Durante esse período, o sistema orienta os vendedores sobre as ações a serem tomadas para garantir a satisfação do cliente, promover a retenção e incentivar indicações. Essa abordagem estruturada ajuda a fortalecer o relacionamento com o cliente e a aumentar as chances de recompra. O Pulsar CRM oferece modelos de funil de vendas pré-configurados para diversos segmentos, como clínicas e consultórios, imobiliárias, agências de marketing, prestadores de serviço, comércio local, estética e beleza, academias e estúdios, e escolas e cursos. Esses modelos são totalmente editáveis, permitindo que cada empresa adapte o funil às suas necessidades específicas. A plataforma também se integra a ferramentas populares, como WhatsApp e Google Agenda. O WhatsApp Business da empresa pode ser pareado ao CRM por meio de um QR code, permitindo que as conversas sejam gerenciadas diretamente na plataforma. Além disso, compromissos marcados no Pulsar CRM aparecem automaticamente na Google Agenda do usuário, facilitando a organização e o acompanhamento de tarefas. Para facilitar o acesso, o Pulsar CRM pode ser instalado no celular como um aplicativo, sem a necessidade de download em lojas de aplicativos. Isso garante que os usuários tenham acesso ao funil de vendas, tarefas e agenda em qualquer lugar, diretamente na tela inicial do dispositivo. Em termos de segurança e conformidade, o Pulsar CRM segue as diretrizes da Lei Geral de Proteção de Dados (LGPD), garantindo que os dados dos clientes sejam tratados com responsabilidade e segurança. Cada empresa possui uma conta separada, assegurando que apenas a equipe autorizada tenha acesso às informações. O Pulsar CRM oferece diferentes planos para atender às necessidades de empresas de diversos tamanhos. O plano Grátis permite que os usuários experimentem a mecânica do funil sem custos, enquanto os planos Essencial e Comercial adicionam funcionalidades avançadas, como automação de follow-up, retenção de clientes e integração com WhatsApp. Todos os planos são cobrados por plano, não por usuário, o que significa que adicionar mais vendedores dentro do limite do plano não altera o valor da fatura. Em resumo, o Pulsar CRM é uma solução completa e acessível para pequenas empresas que buscam otimizar seus processos de vendas, automatizar tarefas de follow-up e fortalecer o relacionamento com os clientes, tudo isso em uma plataforma intuitiva e adaptável às necessidades específicas de cada negócio.

Pulse365

Pulse365 brings CRM, calling, texting and follow-up into one workspace for insurance agencies, brokers and growing sales teams. Manage leads and contacts, call from the browser, log outcomes, send texts, schedule follow-ups and see today's tasks. Guided workflows help organize outreach, and activity reports help teams track progress. Advanced features and integrations depend on plan eligibility, activation and company configuration. Email support and help documentation are available. Monthly plans are Essential at $59, Professional at $89 and Ultimate at $159 per paid seat. Each paid seat includes one local phone number and calling minutes shared by the team each month: 500 on Essential, 1,000 on Professional or 3,000 on Ultimate. Extra talk time is $0.035/minute on Essential and Professional or $0.03/minute on Ultimate. Annual billing saves up to 20%. Essential is $47.20 per seat/month billed annually ($566.40 per seat/year), Professional is $71.20 ($854.40 per seat/year), and Ultimate is $143 ($1,716 per seat/year). Annual subscriptions are charged yearly. Texts cost $0.02 per segment; Ultimate includes 1,000 segments per company each month, shared by the team. Extra local numbers are $3/month on Essential and Professional or $2/month on Ultimate; extra toll-free numbers are $3/month. A 7-day free trial is available. Card required. Subscription billing starts after the trial; cancel before it ends to avoid the subscription charge. See pulse365.co/pricing and pulse365.co/free-trial for full current features, usage rates and trial limits.

PulseHub Accommodation Management

PulseHub is cloud-based accommodation management software for HMO, student, co-living and hostel operators. It brings occupancy, resident records, rent and payment tracking, utilities, expenses, maintenance and multi-property reporting into one platform. Features include a portfolio dashboard with collections, outstanding payments and deposits, spaces and resident management, bills and utility tracking, kitchen and staff management, complaints and announcements, automated WhatsApp payment reminders and multi-property reports.

PulsoDesk

PulsoDesk is a cloud-based ERP and CRM platform that unifies business functions into one workspace. It integrates manufacturing, B2B sales, CRM, and financial tracking, with a dashboard for seamless activity management and real-time data synchronization across departments. The platform offers task and project management with Kanban boards and Gantt charts, lead management with BANT qualification, and sales pipeline tracking. Financial tools cover GST invoicing, expense tracking, and payroll. Employee management includes GPS-based attendance, shift scheduling, and biometric integration, while field tools provide live location tracking, geofenced check-ins, and visit logging. Integrations include Google Calendar, Zoom, and Razorpay, with mobile apps for remote access.

PureField

PureField is an AI-powered sales and business management platform that brings customer relationship management, sales automation, marketing, project management, finance, and field service operations together in one unified workspace. Powered by intelligent AI agents, PureField helps businesses automate repetitive tasks, discover and qualify potential customers, manage sales opportunities, create and follow up on proposals, coordinate workflows, and streamline daily operations. With its AI-powered Copilot and specialized digital employees, PureField transforms business data into actionable insights, supports faster decision-making, and helps teams work more efficiently. From the first customer interaction to closing deals, order management, and after-sales service, PureField connects the entire business lifecycle in one platform. Designed for businesses that want to simplify operations, improve productivity, and leverage AI across their organization, PureField combines automation, collaboration, and intelligent business management in a single solution.

Pureservice

Pureservice is a cloud based service management platform for IT, HR, finance and other internal service functions. It is developed in Norway and used by private companies and public sector organisations in the Nordics. The platform collects requests from email, the self service portal and other channels in one shared inbox, where agents can categorise, prioritise, assign and follow up tickets. Each department can have its own queues, forms and access rights, so that for example HR cases are only visible to HR staff. Core modules include ticket management, a self service portal with knowledge base, asset management, change management, automated workflows and reporting. A mobile app is available for agents. Pureservice connects to other systems through an open API and ready made integrations. Setup and configuration are done in the admin interface without programming. Onboarding, training and support from Nordic advisors are included in the subscription.

Puwapi

Puwapi is an all-in-one business management software for small businesses and SMEs (1–20 people) without a dedicated IT team. It replaces five to ten disconnected tools with a single workspace where every module shares the same client records, so information entered once is reused everywhere. Key features include CRM with full client history, quotes and invoices with built-in e-invoicing (Factur-X, compliant with France's 2027 e-invoicing mandate), online invoice payment, projects with a client portal, support tickets with response-time tracking, online booking pages per team member, business email on your own domain, team cloud storage, office documents, forms, HR, loyalty programs, and team messaging with video calls. An AI assistant reads your company data and takes actions in the right module within each user's permissions, and Puwapi is also available as a connector in Claude. Pricing is flat per company, not per user: from €29/month for solo use and €79/month for teams of up to 10, with every module included in every plan. Setup takes about ten minutes with guided import from Excel, CSV or existing software. Data is hosted in the EU, with isolated workspaces, two-factor authentication, audit logs and full data export. Puwapi is used by agencies, consultancies, retailers, craftsmen, salons, restaurants and medical practices looking for a simpler, more affordable alternative to Odoo, Axonaut or Zoho One.

Qnvert Marketing Cloud

Qnvert is a Full Stack Customer Experience & Engagement Platform. It has an integrated Marketing, Sales & Service Cloud that helps you streamline processes & be more efficient by making every department work together seamlessly. Its CDP (Customer Data Platform) combines data from various touch points (offline & Online) and creates a unified customer profile, to have more smarter, strategic, targeted & personalised campaigns. You’ll be able to analyse & take insights from the reports helping you make better decisions which saves money & make your strategies more effective.

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