Best CRM Software - Page 168

Sois

Sois is an agent-native business operating system. It gives Claude, ChatGPT, Gemini and any MCP-capable agent a complete business system it can operate: finance and accounting, CRM and sales, documents, communications, HR, warehouse and customer support. You describe the outcome, such as "invoice Acme and chase it in 14 days if unpaid", and your agent does the work across every module. Every request passes through a permission layer, so an agent can only use the tools and records its user is allowed to, and every action is logged. Developers can build agent-native apps for the Sois marketplace and earn from usage, and enterprises can launch their own branded network on the platform. Free to start, bring your own agent, no vendor lock-in.

Solar CRM

Solar CRM provides a fully customized lead management and sales tracking dashboard for solar installers. Solar CRM covers all the basics of a CRM solution - lead capture, tracking, proposal creation follow ups etc. But it also goes a step further to put all of these in the form a of a customized solar sales process for your business. Solar CRM also helps you to create fully customized proposal templates with your logo, branding and all the finer details you want to be included in your proposals. Besides being fully customizable, solar CRM solution is also one the lightest and inexpensive tools for solar sales tracking.

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SolarFlow

SolarFlow is cloud-based solar installation management software developed for solar installation companies in Ireland. It combines CRM, lead and customer management, sales tracking, site surveys, installation scheduling, field operations, job documentation and compliance workflows in one platform. Employee management is available as an optional add-on. The software helps companies manage customer enquiries, assign work to sales and installation teams, record site survey information, capture installation photos, track job progress, manage faults and rework, and organise relevant SEAI grant and ESB documentation. Customer and installation information recorded in the platform can be used to populate relevant forms and documents. SolarFlow integrates with OpenSolar and Pylon for solar system design workflows, and with HubSpot for customer relationship management. The optional employee management add-on includes staff records, schedules, leave management, timesheets and document storage. Office teams can access SolarFlow through a desktop, while field teams can use the mobile apps for iOS and Android. The platform supports offline photo capture on site, with data synchronised when connectivity is restored. Managers can use the dashboard to view leads, sales, jobs in the pipeline, sales team performance and active faults. A weekly PDF summary is also delivered by email.

SolarHub CRM

SolarOps360

SolarOps360 is business management software for solar engineering, procurement, and construction companies. The platform integrates five core modules into a unified system. The employee management module offers GPS-based attendance tracking, payroll processing, and geofencing for field workforce monitoring. The lead management system includes a Kanban-style pipeline, automated follow-ups, and call history tracking. The project workflow module tracks projects from survey to handover with configurable stages. Inventory management enables real-time stock tracking and supplier coordination. The quotation and invoicing module generates professional quotes, tracks payment milestones, and provides profit and loss reports. The software features material tracking and centralized information access. Setup is quick, requiring no IT support. The platform includes free tools such as solar calculators and subsidy checkers.

Solaroptions.in

SolarOptions is a purpose-built solar intelligence and lead discovery platform designed specifically for the Commercial & Industrial (C&I) sector. While traditional platforms like Solar Ladder focus heavily on residential workflows, SolarOptions is engineered for large-scale industrial projects. The software helps solar EPCs and developers instantly identify high-potential commercial properties, evaluate rooftop solar capacity, generate accurate savings estimates, and create digital site visualizations. It’s the ultimate pre-sales toolkit for closing enterprise solar deals faster.

Solar Pipeline

Sollit

Sollit, founded in 2013 and formerly known as 2Solar, is a European leader in modular software built specifically for the sustainable energy sector. With over 1,000 customers and more than a decade of proven market experience, our integrated platform covers the full lifecycle, lead capture, design, quoting, installation planning, execution, and ongoing service. Flexible, scalable, and built with installers in mind, Sollit empowers businesses to grow more efficiently, deliver higher quality projects, and accelerate the transition to renewable energy.

Sollo

Sollo is the sales platform built for one-person businesses. It helps coaches, consultants and fractional executives find leads and sign their dream clients. You can search 380 million people and your own LinkedIn network for prospects who fit your offer, with verified emails and phone numbers. LinkedIn, email and WhatsApp conversations land in one inbox, linked to each deal. An AI sales agent, trained on a sales methodology behind $35M+ in revenue, drafts every message and preps every call. A simple pipeline shows every deal and your forecast. Members also get a community and a sales course for people selling solo. The first 30 members closed $450k in new business within 8 weeks.

Solopreneur CRM & Business Management for Home-Based Entrepreneurs

• Client CRM – Manage leads and contacts without bloat. Track notes, follow-ups, deal stages, and dollar values at a glance. • Task Manager – Focus on your next right action instead of endless to-do lists. • AI Assistants – Business-aware automation for cold outreach, lead generation, and email writing. • Growth Tools – Smart lead finder, email templates, local SEO, and networking playbooks. • Business Planning – Guided worksheets to turn ideas into money-makers. Why Choose Stackedo? Most CRMs are built for sales teams. Stackedo is built for you. It’s affordable ($89/year, or free to start), fast to set up, and focused on the three jobs you actually need—not a hundred features you’ll never use. Perfect for coaches, consultants, freelancers, service providers, and any entrepreneur working from home.

Solset CRM

Solset CRM is an all-in-one, specialized CRM and project management platform built exclusively for solar EPC (Engineering, Procurement, and Construction) companies in India.

Solstral

Solstral is a CRM platform for small and mid-sized businesses. It combines customer records, sales pipelines, email marketing, workflow automation and customer support in one workspace. The data model is flexible. Teams can use the standard Contacts, Companies and Deals objects or define their own objects, fields, relationships, formula fields and lookups. Any object can be run as a pipeline with drag-and-drop boards, stage probabilities and weighted forecasts. Every record has a timeline that logs emails, meetings, form submissions, chats and notes. Email marketing covers a drag-and-drop email builder, static and dynamic lists, A/B testing, sender rotation, domain warm-up, and campaign reports that show which recipients opened, clicked or bounced. Deliverability tools help teams set up DKIM, DMARC and MTA-STS, and bounces and unsubscribes are suppressed automatically. Flows is a visual automation builder. Flows can be triggered by record changes, form submissions, meeting bookings, email engagement, webhooks or a schedule. They can update records, send emails, assign owners, wait for conditions and call external APIs. Other built-in modules include: - Booking pages that sync with Google and Microsoft calendars - Embeddable forms - A website chat widget with an optional AI bot trained on your own knowledge base - A shared inbox and ticketing for support teams - A website builder and web analytics - Social media publishing - Custom reports and dashboards Solstral includes an AI assistant that can search, create and update records from plain-language requests. It can also be connected to external AI tools such as Claude and ChatGPT over MCP. Access is controlled by roles and per-record visibility rules, and every change is recorded in an audit log. A REST API and webhooks are available for integrations.

Solvedesk

Solvedesk brings help desk, RMM and remote access together in a single platform, so IT teams and managed service providers (MSPs) stop paying for and juggling three separate tools. Every request — from email, portal or WhatsApp — becomes a ticket with an owner, an SLA and a deadline. When technicians open a ticket, they already see the user's device: hardware, software, patches and vulnerabilities, collected automatically by a lightweight agent for Windows, Linux and macOS. One click starts a remote session straight from the ticket, and every session is logged. Built for MSPs: clients, contracts and assets are kept separate per customer, and monthly reports show each client exactly what was delivered. Internal IT teams use the same platform with SLAs per department and reports for leadership. Simple pricing: one license per technician with 250 devices included, WhatsApp included, no hidden fees. Free 30-day trial, and the Solvedesk team migrates your data from GLPI, Milvus, Tiflux or spreadsheets at no cost.

SophieSuite

SophieSuite es el sistema operativo del taller de chapa y pintura: expedientes, órdenes de reparación, almacén con QR, fichajes BOE y facturación Verifactu en una sola herramienta. Su módulo estrella, SophieAppraise, revisa el informe del perito (Audatex, GT Motive y similares) y señala, con el baremo oficial, el trabajo que se ha quedado fuera, para reclamar con argumentos 100% defensibles. De media detecta 50-150 € por peritación.

Spark CRM

Spark is a complete software platform designed to support the sales of new construction multifamily projects. Our all-in-one solution pairs a robust CRM and inventory management with email marketing, project analytics, and digital contracting. We’re the fundamental technology piece that elevates agents into new development specialists, and boost developers into profitable futures.