Best CRM Software - Page 165

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.

Sigbot

Sigbot turns the email signatures in your team's Outlook into one shared contact list. Every client, supplier, subcontractor and consultant who has emailed you left their current name, job title, company and phone numbers at the bottom of that email. Sigbot reads them and files each person as a contact, so nobody has to type one in again. Connect Outlook or Microsoft 365 and run the first scan. Sigbot only asks to read mail, never to send it. After the first scan it checks each mailbox for new mail by itself: daily on paid plans, weekly on Free. Newsletters and no-reply mail go to a review queue instead of into your list, merges can be undone, and bounced addresses are flagged and left out of exports. Nothing is deleted automatically. The list goes where you work. Share a folder with your team so everyone works from the same list. The iPhone and Android apps add your Sigbot contacts to the phone's own address book and keep them up to date, so calls show a name and company instead of a number. A map shows every contact with an address, with a radius search around any site to find who's nearby. The whole list exports to Excel or CSV. Sigbot started with construction teams, with a built-in Trade field (UK trade packages or Canadian MasterFormat) and lists by trade and area, and it suits any team whose contacts arrive by email. Sigbot's Outlook app is publisher-verified by Microsoft. The Enterprise plan adds single sign-on (Microsoft Entra ID, Okta, SAML), SCIM user provisioning, a year of audit log with CSV export and a read-only API. SIGBOT LTD is a UK company registered with the ICO, and data is stored in the EU. There's a Free plan with no card needed.

Sigco

Sigco by Olipe is a CRM and ERP for businesses in Brazil. It connects inventory, orders, sales and financial management. CRM is available as an add-on or a bundle to organize contacts, sales pipelines, activities and proposals. Businesses can track stock by warehouse, perform stock counts and consult movement history. Tax document issuance depends on the selected plan and company configuration. The product is available on the web and through published Windows, macOS and Android applications. Visit the official website for current plan conditions, demonstrations and support.

Sigma CRM

Sigma CRM by JadenX is an AI-native CRM that AI assistants like Claude can operate directly over MCP (Model Context Protocol). Run it on your own servers or in the cloud, buy it once with a perpetual Enterprise license, and extend or customize it to your sales process.

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

Simdle Workshop

Simdle Workshop is a digital platform for all your after-sales and workshop processes, regardless of the age or brand of the car. Warehouse management, stock management, process digitalization, customer prioritization and other advanced management features, this Garage Management System brings together the essential features, to improve the efficiency and quality of your services to your customer.

Simple CRM

Simple Prospect

Simple Prospect is the CRM designed for one job: helping network marketers and direct sellers keep track of prospects and follow up on time. It is a native phone app (iOS and Android) built around a personal prospect list — not a desk-based sales pipeline. Features include prospect and contact tracking, follow-up reminders and tasks, mass and group texting, and a goal dashboard. Simple Prospect is the successor to the original Simple Prospect Manager, used by more than 14,000 network marketers. Free to download and use with a free plan with core features; Premium is $5.99/month or $39.99/year.

Simple Workspace

Created in 1999, J2S publishes the Simple Workspace platform based on Adobe InDesign. It is a collaborative production platform available in SaaS, dedicated to marketing departments, product communication, for companies in the field of retail, distribution. Simple Workspace will allow you to accelerate the production of all your types of publications (catalogues, POS/ILV, product sheets...). The solution also provides a PIM and DAM to centralise your product data and assets. We have designed this simple and quick to use solution that meets the needs of the different universes of our clients over the world such as Saint-Gobain, La Revue Fiduciaire, Bruneau, Altavia, TCL, Scott etc.

Simplicate

At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.

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