Best CRM Software - Page 164

RodFlow

ROI 360

ROI 360 is a powerful, fully customized platform designed to streamline and enhance your business operations. Tailored to meet the unique needs of service-oriented industries, ROI 360 offers a comprehensive suite of tools to manage every aspect of your business with efficiency and precision.

Rolodex

Rolodex is a relationship intelligence platform built to help teams consolidate, organize, and act on their collective network. Headquartered in San Francisco, Rolodex was developed by the team behind Dex (a personal CRM), extending its relationship-centric approach to collaborative workspaces. While Dex helps individuals manage their relationships, Rolodex is purpose-built for small and mid-sized teams. The product has steadily grown since launch, with users across sales, venture capital, consulting, and executive teams. Rolodex integrates with LinkedIn, Gmail, Outlook, and calendar tools to automatically sync contacts, meetings, emails, and activity history. Users can enhance contacts with tags, custom fields, and notes, then organize them into lists or visualize them using tools like Board View, Map View, and Org Charts. Shared workspaces give teams full visibility into their collective network, while smart features like “Keep in Touch” reminders and team activity tracking help ensure that important relationships are nurtured over time. The primary value of Rolodex is its ability to unlock team-wide relationship knowledge—helping users uncover warm introductions, avoid crossed wires, and stay aligned on key contacts. It replaces scattered spreadsheets and siloed address books with one centralized, collaborative network. Whether you’re managing partners, investors, customers, or internal stakeholders, Rolodex gives you a single place to coordinate outreach, track engagement, and drive better outcomes through relationships.

Romax CRM

ROMAX CRM is a WhatsApp-first CRM for small and mid-sized businesses in Latin America. Built on Meta's official WhatsApp Business API, it brings every customer conversation into one shared inbox, where an AI agent can answer questions, qualify leads, and book appointments on its own — handing off to a human the moment one is needed. Beyond messaging, it handles contacts, sales pipeline, scheduling with video meetings, template campaigns, and a voice agent that takes calls. Businesses can also connect their own systems through its API to send approved WhatsApp notifications — invoices, reminders, statements — straight from the software they already use

Roof Flow AI

Roof Flow AI is an all-in-one CRM where roofers can manage and grow the roofing company.

RoofingOP CRM

RoofingOP CRM, presented by Bartholomew Media Group llc, is a specialized CRM solution designed for the roofing industry. It streamlines operations, enhances customer engagement, and improves sales management. Features include user-friendly interface, lead and project management, communication tools, and integrations with various platforms like Zapier, social media, and financial tools. Ideal for roofing businesses of all sizes, RoofingOP CRM offers innovative solutions like missed call text back and WordPress hosting for a comprehensive digital experience.

Roundesk

Roundesk : La plateforme CX unifiée pour les centres de contact modernes Fondée sur une vision intégrée de l’expérience client, Roundesk est la première plateforme CX unifiée conçue pour les centres de contact exigeants. Elle centralise téléphonie cloud, quality monitoring, gouvernance & conformité et gestion omnicanal dans un seul cockpit intelligent, nativement intégré – sans dépendance à des modules tiers. Avec Roundesk, les équipes service client, ventes et conformité pilotent toutes leurs interactions depuis une interface unique, synchronisée avec leurs outils métiers (CRM, helpdesk, ERP), pour une expérience client fluide, sécurisée et performante. Pourquoi choisir Roundesk ? Une plateforme 100 % unifiée : Contrairement aux solutions modulaires ou agrégées, Roundesk est conçue nativement intégrée : plus de silos, plus de décalages entre outils. Qualité, conformité, voix et canaux digitaux fonctionnent en parfaite synergie. Conforme dès le premier appel : Grâce à Roundesk GRC, respectez RGPD, DDA, MiFID II ou toute autre réglementation sectorielle avec traçabilité totale, centralisation des preuves et réduction des risques opérationnels – un atout décisif pour les secteurs réglementés (banque, assurance, santé, énergie). CX pilotée par la donnée : Le module Roundesk Quality permet un monitoring intelligent des interactions : écoutes ciblées, scoring automatisé, feedback structuré et coaching personnalisé. Résultat : amélioration continue de la satisfaction client (CSAT, NPS) et de la performance agent. Omnicanalité réelle, pas juste multi-canal : Gérez voix, email, chat, SMS et messagerie dans un même fil de discussion, avec un historique client unifié et une vision 36 0 à chaque interaction. Vos agents voient l’ensemble du parcours client, quel que soit le canal d’entrée. Intégrations fluides et ouvertes : Roundesk s’interface nativement avec les principaux CRM (Salesforce, HubSpot, Microsoft Dynamics), helpdesks (Zendesk, Freshdesk) et outils métiers via API RESTful, webhooks et connecteurs prêts à l’emploi. Cloud natif, sans infrastructure : Solution 100 % cloud, Roundesk ne nécessite aucun matériel ni maintenance IT. Déploiement en quelques heures, montée en charge instantanée, et qualité audio HD garantie grâce à une infrastructure européenne certifiée. Fonctionnalités clés Roundesk Voice – Téléphonie & Call Center intelligent Appels entrants et sortants avec numéros locaux et internationaux Routage intelligent (ACD) et file d’attente dynamique Supervision en temps réel avec tableaux de bord live Enregistrement automatique et analytics conversationnels Roundesk Quality – Monitoring qualité natif Ecoutes aléatoires ou ciblées (mots-clés, émotions, conformité) Grilles de scoring personnalisables par métier ou réglementation Feedback et plans d’action directement dans la plateforme Reporting qualité versus performance commerciale Roundesk GRC – Gouvernance, Risque & Conformité Conservation légale et sécurisée de toutes les interactions Gestion des consentements et droits des clients (RGPD, droit à l’oubli) Audit trail complet et export de preuves certifiées Alertes en temps réel sur écarts de conformité Omnicanal unifié – Une seule vue client Gestion centralisée de voix, email, chat, SMS et messagerie Historique unifié avec contexte (appels, tickets, commandes, notes) Transfert fluide entre canaux sans perte d’information Disponibilité agent synchronisée sur tous les points de contact Tableaux de bord et analytics avancés KPIs personnalisables (NPS estimé, taux de résolution, conformité, etc.) Alertes proactives sur dérive de performance ou risque client Export automatisé et partage sécurisé de rapports Idéal pour Centres de contact B2B et B2C souhaitant unifier leurs outils Secteurs réglementés (finance, assurance, santé, énergie, télécom) Equipes CX, qualité, conformité et operations en quête de traçabilité Entreprises en croissance cherchant une solution évolutive et sans dette technique Prêt à transformer votre centre de contact ? Roundesk n’est pas une simple solution de téléphonie : c’est votre plateforme stratégique pour piloter l’expérience client, la performance et la conformité dans un seul endroit. Demandez une démo personnalisée et découvrez comment centraliser, sécuriser et améliorer chaque interaction client. Disponible en SaaS – Hébergé en Europe –  RGPD – API ouverte – Support dédié francophone et anglophone

RoundOS

Routeability

Routeability is an AI-native CRM / CS platform: prospect, win, onboard, renew and expand. It is Customer Success software with the CRM built in, so the prospect an account executive qualifies is the same account a CSM onboards, grows and renews, on one customer record and one ARR ledger. Routeability is built for B2B companies with recurring revenue: Customer Success teams, revenue leaders, RevOps and finance teams who need to know which customers are healthy, which renewals are at risk, and what every account is worth. It suits growing teams that want to be live in days and Enterprise organizations running many teams and workspaces. EVERY CAPABILITY TIED TO THE BUSINESS OUTCOME IT DELIVERS Customers renew for results, not features. In Routeability, each customer's business objectives can carry a baseline, a target, a current value and a dollar value at target. Admins define your product's capabilities once in Journey Builder. The CSM links each objective to the capabilities that deliver it and updates the current value, while product telemetry tracks adoption of those capabilities. At renewal, your team can show which capabilities delivered which outcome and what it was worth, so the conversation is about value, not price. PROSPECT AND WIN • Pipeline in list, board and forecast views across five open stages. • MEDDPICC scoring: all eight elements scored 0 to 3 with evidence, and stage gates that admins set to Coach or Enforce. • AI enrichment fills in industry, size, revenue, location and a company description using live web search, then scores ICP fit. • Forecast categories (Omitted, Pipeline, Best Case, Commit) default from stage and can be overridden, with roll-ups by Account Executive (and by team and territory on Scale and Enterprise), a quarterly manager forecast call and nightly forecast snapshots that track each quarter's forecast against what actually closed. • Proposals built from your product catalog, fixed-term or monthly, with discount and tax, sent from your own domain. Accepting a new customer's proposal converts the prospect, books new-business ARR to the ledger and opens the subscription in one step. ONBOARD AND ADOPT • Journey Builder: define capabilities once and track each customer's journey through them. • Product telemetry: your product streams events and usage metrics to a per-workspace ingest key. Events mark capabilities as adopted, turned off or stale, and seat usage flags shelfware and headroom. • Import your existing book: a two-stage CSV import brings in customers, then one contract per product line with ACV and term, so ARR, GRR and NRR are correct from day one. HEALTH, RENEWALS AND RETENTION • Explainable 0 to 100 health: up to nine signals weighted by lifecycle stage and recomputed nightly. Every signal shows its weight, its contribution and a plain-English reason, so nobody has to guess why a score moved. • Per-contract renewals: each fixed-term contract renews on its own date and ACV, and month-to-month subscriptions are tracked in a Monthly book with their own churn risk. • ARR-at-risk forecast: each renewal's risk status is weighted into a forecast of ARR at risk. • Renewal reminders drafted per contract at the milestones you choose, sent from your verified domain once someone on your team approves them. • Native NPS and CSAT: by default, survey waves wait for an admin's approval before they send. Detractors on relationship surveys become follow-ups in Triage, and relationship answers feed ARR-weighted NPS and a customer voice signal in health. EXPAND • Expansion pipeline: upsell opportunities with stage and forecast, booked to the ledger as a new contract line when won. • Executive business reviews: scheduling, attendance by stakeholder role with an attendance-quality rating, and EBR recency that feeds the health score. ONE ARR LEDGER FOR GRR AND NRR Every change to ARR (new business, expansion, price increase, contraction, churn and reactivation) is a ledger movement booked through controlled actions. That gives you GRR and NRR on both book and renewal bases, aligned to your fiscal year, with FY targets. Quarterly quotas, attainment from the ledger and coverage per account executive come with every plan. Scale and Enterprise add Teams and nestable Territories with rollups, and Enterprise adds a Portfolio rollup across several workspaces. AI AGENTS THAT DRAFT WHILE YOUR TEAM APPROVES On Scale, Enterprise and every trial, AI agents for renewal risk, expansion and EBR preparation draft work into one Triage queue, ranked by the revenue at stake and showing why each item is ranked where it is. Every agent starts at draft and approve, so a person on your team approves, edits or dismisses each draft. Admins can let a few low-risk steps go ahead after a hold, and every decision and level change is logged. AI Assist and AI enrichment come with every plan. SECURITY AND ADMINISTRATION Routeability is built to SOC 2 and ISO 27001 controls. • Each workspace's data is kept apart by Postgres row-level security, enforced in the database on every public table and on file storage. • SAML 2.0 single sign-on with just-in-time provisioning, working with identity providers such as Okta, Microsoft Entra ID, Google Workspace and OneLogin. • Multi-factor authentication required for password sign-ins on every paid plan, with SSO users covered by their identity provider's MFA. • Standard, Financial and Administrator roles, enforced by the database on every request. • A field-level audit log recording who changed what and when, with before and after values. • Nightly workspace snapshots kept for 30 days, plus GDPR export and erasure. SSO, MFA, roles and the audit log come with every paid plan. Data is hosted in the USA. INTEGRATIONS Slack alerts to the channels you choose, SAML 2.0 identity providers, a product telemetry ingest API, CSV import and a verified sending domain for proposals and renewal emails. PRICING Routeability is priced per workspace, not per seat. Growth includes up to 10 users, and Scale and Enterprise have unlimited users. Monthly, 6-month and 12-month terms are available, with lower monthly prices on longer terms. Start with a free 10-business-day trial using your work email, with no card required. The trial includes the AI agents. A NOTE ON THE NAME Routeability (routeability.com) is spelled with an e. It is Customer Success and CRM software. It is not routing, navigation, delivery or logistics software, and it is not the chip design or networking term routability.

RunMags

Modern magazine publishers use RunMags Magazine Publishing Software to sell advertising, attract subscribers, manage production and get paid.

Average Rating: 4.5/5.0

Total Reviews: 1

Runo Call Management CRM

Modern Mobile CRM with SIM based Calling Solution for your telecalling, tele-sales, telemarketing & outbound sales teams. Free auto dialer feature with advanced user level permissions With this mobile based business outbound sales CRM, your team can be more efficient even on the move. No need for laptops/Desktops/dialers. Just a power packed mobile app! From Business calls, to emails, to meetings; every interaction and every prospect is tracked till closure along with real time management reporting. What differentiates us from others is our easy to use user-interface, ease of work from home and track team’s performance virtually. Features • Choose between 'Click to Dial' or 'Auto dial' mode within the app. No manual dialing. • Tracks outbound and inbound calls of team • Manage business call recordings • Missed call management • Real time input and output performance reporting • Live status of calling/sales team • Timely notification of follow-up/callback cases • Integrated with Facebook, Website forms and many other lead sources. • Integrated with LeadSquared, Zoho, Freshsales and many other CRMs • Integrated with WhatsApp and Email • Bulk data allocation to team with advanced data allocation flow • Auto syncs follow-ups with Google calendar for sending calendar invitations • Option to run multiple campaigns and processes within the same app • Caller Identification along with the past interaction of the lead during the call • Available in Android, IOS and web versions Why Runo ? • GSM sim as a calling medium, hence highly cost effective • Unlimited calls (including recordings) and interactions • Easy to Use Interface • Highly encrypted data for data security • Comes with inbuilt CRM Start now with 10 days of free trial

Average Rating: 4.3/5.0

Total Reviews: 3

RunPractice

RunPractice is patient relationship management software for independent and wellness practices. AI staff answer patients and book appointments 24/7, prepare each patient before the visit, turn the visit into a review-ready note, follow up afterward and bring patients back on time. A patient portal handles appointments, forms, records and payments, with telehealth built in, and one dashboard shows every patient interaction. Practitioners make every clinical decision.

RydrexCRM

Streamline your business with RydrexCRM - your all-in-one solution for CRM, HRM, finance, and project management. Centralize workflows, automate tasks, and boost growth effortlessly. Start simplifying your operations today - sign up for a free trial and experience the difference!

Rynxly • The Advanced SIM-Based Calling CRM

Rynxly is a SIM-based Calling CRM designed for sales teams and calling-driven businesses. It connects real mobile SIM calls with a smart CRM system to automatically track calls, manage leads, set follow-ups, and monitor team performance—all from one dashboard. Unlike VoIP-only tools, Rynxly focuses on real call quality, transparency, and productivity, helping teams close more deals with better control and insights.

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