Best CRM Software - Page 172

SingleFig

SingleFig is an AI-powered CRM and customer journey management platform for small businesses, agencies, consultants, service businesses, nonprofits, and relationship-driven teams. It brings contact management, sales pipelines, email marketing, campaign planning, project management, business intelligence, website analytics, SEO, and AI content creation into one connected workspace. SingleFig helps teams connect the work of attracting customers, building relationships, making sales, delivering services, and encouraging repeat business and referrals. Customer information, marketing activity, business knowledge, and delivery work share a common framework, helping teams understand where customers are in their decision process and what could happen next. CUSTOMER JOURNEY STRATEGY BUILT IN SingleFig is built on BASE3, a logic-based model that predicts potential next steps along a customer decision journey. Its five stages—Discovering, Considering, Deciding, Validating, and Promoting—give marketing, sales, and delivery teams a shared language for planning and coordinating their work. BASE3 connects customer decision stages with communication channels and content purposes. Teams can use this structure to identify missing content, find gaps in follow-up, and plan connected paths through a campaign. The journey continues after a purchase, supporting delivery, customer reassurance, retention, and advocacy. AI THAT WORKS FROM YOUR BUSINESS CONTEXT SingleFig combines customer data with information gathered from your website, added documentation, and manually entered business details such as services, pricing, and past projects. Its AI tools use this business knowledge alongside brand voice and customer journey context to support research, writing, analysis, and campaign planning. This shared context helps teams create content grounded in what their business offers, who it serves, and the decisions customers need to make. CONTACT MANAGEMENT AND NETWORKING - Contact, lead, customer, and company management - Contact imports, segmentation, tags, and relationship history - QR contact cards and downloadable vCards - Photo, business card, and QR contact capture - AI contact research - Contact news updates - Follow-up reminders and scheduled check-ins - Calendar, meeting notes, and communication history - Mobile-friendly networking and contact capture SALES PIPELINE AND PROJECT MANAGEMENT - Sales pipeline, opportunity, and deal management - Daily sales dashboard - Customer decision journey classification - Project creation from won deals - Project and task management - Kanban and Gantt views - Invoicing, payment buttons, and revenue reporting CAMPAIGNS AND EMAIL MARKETING - BASE3 campaign planning and customer journey mapping - Connected campaign paths across channels and decision stages - Campaign tasks and execution planning - Bulk email campaigns - Drip email sequences - Surveys and web forms - Public response collection BUSINESS INTELLIGENCE AND BUSINESS KNOWLEDGE - Website scan to gather business information - Wiki Writer for organizing business knowledge - FAQ Generator - News feed - Centralized services, pricing, and business information - Business documentation and past-project context - Business intelligence to support research, content, and planning AI CONTENT CREATION AND BRAND MANAGEMENT - AI writing assistants - AI image and video generation - Case Study Generator - Brand voice guidance - Brand colors, fonts, logos, and visual direction - Content creation informed by business knowledge and customer journey stage AI SEARCH, SEO, AND WEBSITE ANALYTICS - AI search and search engine optimization tools - Top Ten Checklist - Content Gap Analysis - AI/SEO Lab - SingleFig Website Analytics - Website visit and engagement tracking - Google Search Console insights - Website content analysis by customer decision stage AGENCY AND MULTI-CLIENT MANAGEMENT - Agency workspaces and sub-accounts - Management across multiple client businesses - Client-specific business knowledge and brand context - Connected customer, campaign, and project work - Role-based access to business workspaces INTEGRATIONS AND AI TOOLS - WordPress integration - Google Search Console - Canva - Perplexity - Claude - Gemini - ChatGPT - Nano Banana - CRM API access - MCP connection setup for permissioned AI access - Zapier integration — coming soon CONNECTED FROM FIRST CONTACT THROUGH DELIVERY A networking contact can become a sales opportunity. A won deal can become a project. Completed work can provide the foundation for a case study. Website and search insights can reveal questions that need better answers, informing new content and campaigns. By connecting these activities, SingleFig helps teams move from understanding their business to planning and carrying out the work that supports customer relationships and revenue. SingleFig is a cloud-based SaaS platform with business-specific workspaces, role-based permissions, tenant data isolation, and multi-factor authentication. Feature availability varies by subscription, user role, business configuration, integration setup, and release status.

Singletrack

Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace. Proven in use by brokers, investment banks and independent research providers, Singletrack Sell Side enables firms to keep resources focused on the most profitable clients. Its powerful capital markets CRM functionality manages the client contact process and ensures productive inter-departmental collaboration while integrated applications deliver significant business advantage, including: • Streamlined corporate access management • Focused research distribution with consumption metrics • Enterprise-wide, real time reporting • Comprehensive activity logs for client compensation reviews • In-built transparency to meet growing regulatory requirements Singletrack Buy Side is a vendor management tool that enables buy side firms to track, measure and evaluate services from sell side firms with accuracy and ease. It facilitates contract management, interactions evaluation and research engagement measurement in one powerful, effective tool. Built on a world class future-proof operating platform, Singletrack requires no IT and can be implemented and fully operational in weeks. Singletrack was founded by experienced capital markets professionals in London’s financial centre in 2009.

Average Rating: 4.5/5.0

Total Reviews: 2

sisCall Center

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Sisfarma

SiteCal

SiteCal is construction scheduling software for builders and site managers who want their construction program done properly without a do-everything platform to learn. SiteCal turns your program into a clear, colour-coded interactive timeline your whole team can follow. Plan the job as a working-day Gantt or a month calendar, link tasks so moving one shifts the trades that follow, and track every job against a locked baseline that shows exactly how many days ahead or behind you are. When the program changes, you share one live link — every trade and client sees the update instantly, with no login and no paid seat.

SiteScope Tech

SiteScope Tech turns an iPhone or iPad Pro scan into a measured floor plan and estimating tool for contractors, interior designers, and architects. Walk a room and the 3D Scan creates a measured floor plan, a 3D model, and a photoreal walkthrough you can share by link. Every wall, opening, and ceiling height is captured, so there are fewer return trips and less re-measuring. From the same scan, price flooring, paint, wallcoverings, and tile room by room. SiteScope works out the quantities from the measured plan, including cartons, gallons, and wallpaper rolls with pattern repeat. Then you can send a branded quote PDF. Architects and designers can export IFC, DXF, and E57 files into Revit, AutoCAD, SketchUp, ArchiCAD, and ReCap without redrawing. Contractors can send a link so a homeowner scans the space for them, which saves a site visit. SiteScope Tech runs on iOS, Android, and the web, with a free plan to start.

SiteZeus Sell

Finding and supporting your franchisees is imperative to your brand’s success. We can help with that. SiteZeus Sell is a franchise-focused CRM system designed to help you scale faster. Our user-friendly platform uses your existing sales data to help your franchise optimize and manage its recruitment and documentation processes. Our platform lets you: - streamline your qualification process with custom timelines - easily create and distribute FDDs and ADAs - maintain compliance with document storage and automation - assign franchises to territories and integrate them into the site development process - analyze and report on key metrics such as lead conversion rates, franchisee satisfaction levels, and revenue growth SiteZeus Sell solves the challenges of qualifying potential franchisees effectively and inefficient onboarding processes for franchises. It also serves as a central storage hub for franchise documents, making it easier to communicate and distribute messages and files among others. Equipped with SiteZeus’ full range of solutions and on-demand support, growing brands can make strong decisions at any stage of development - from initial site selection to store remodeling and relocation. Our amazing support team is always here to answer your questions and help your brand unlock its growth potential. Ready to see how SiteZeus Sell can help you support your franchisees? Contact us at sales@sitezeus.com or schedule a demo on our website at www.sitezeus.com.

sitkit

sitkit is a web app for UK pet sitters who look after animals in their owners' homes, from drop-in visits and dog walks to overnight stays. It suits sole traders and small to medium-sized teams, and works for any kind of animal. To add a booking, the sitter picks the dates, the number of visits each day and the price. sitkit sets out each visit and totals the cost, including overnight stays priced per night. The sitter then shares a booking link by WhatsApp, text or email. Customers need no app or password: they open a page showing the sitter's business name and colours, review their visits and pay by card, Apple Pay or Google Pay through Stripe. Payment confirms the booking automatically. If the dates change later, sitkit works out any balance due or refund owed. Sitters who prefer to take payment their own way can do so with no extra fee. Confirmed visits appear in a diary showing the time and who is doing each one, with the customer's notes, address, directions and phone number to hand. A monthly calendar shows busy weeks and gaps, and marks provisional bookings until they're confirmed. A business view compares earnings and forward bookings with last year, allowing for seasonal swings. On the Team plan, owners invite sitters by email and assign visits, and each sitter gets a login showing only their own work. Pricing is £15 a month (Solo) or £30 a month (Team, any number of sitters), VAT included, with a 30-day free trial and no card needed.

Skode

Most CRMs fail for the same reason: they depend on a salesperson typing. Conversations happen on WhatsApp, Instagram and email, and the record is always a day behind reality. Skode closes that gap. Every channel lands in one inbox. AI answers the first message, qualifies the lead in natural conversation, and writes what it learned back to the CRM. Workflows chase unpaid invoices, book meetings, and escalate when a reply never comes - and every email tells you whether it was delivered, opened, or clicked. Four products on one platform: CRM, Flow for omnichannel messaging, Forms, and Automate for workflow automation. Free to start, no credit card.

Sky Scale

Sky Scale is an all-in-one AI-powered CRM for car dealerships that combines lead management, AI auto reply, a 24/7 AI voice receptionist, multi-channel messaging, inventory management, and real time market intelligence in a single platform. Its AI replies to every inquiry in under 60 seconds across SMS, email, WhatsApp, Facebook Messenger, and website chat, and shares one customer timeline across every channel so the receptionist, auto-reply, and follow-up all know the full conversation history. Built for independent used car dealers, franchise dealerships, and multi-location dealer groups across the United States. Pricing starts at $399/month per location with a 3-month free trial and no long-term contracts.

SMAC CRM

Smackdab

Smackdab is an AI-powered platform designed to streamline the creation and management of digital content. It offers a suite of tools that assist users in generating, editing, and optimizing content across various formats, enhancing productivity and ensuring consistency. Key Features and Functionality: - Content Generation: Utilizes advanced AI algorithms to produce high-quality text, images, and multimedia content tailored to user specifications. - Editing Tools: Provides intuitive editing interfaces for refining and customizing generated content to meet specific needs. - Optimization: Offers SEO and performance optimization features to enhance content visibility and engagement. - Collaboration: Facilitates team collaboration with shared workspaces and real-time editing capabilities. - Integration: Seamlessly integrates with popular content management systems and marketing platforms. Primary Value and User Solutions: Smackdab addresses the challenges of content creation by automating time-consuming tasks, reducing the need for extensive manual effort. It empowers users to produce high-quality, engaging content efficiently, thereby improving workflow productivity and maintaining brand consistency. By leveraging AI, Smackdab enables businesses and individuals to meet their content demands effectively, keeping pace with the dynamic digital landscape.

Smarfle CRM

Smarfle is a business growth platform and CRM built for local service businesses that want to generate more leads, improve customer relationships, and manage daily operations in one place. The platform combines CRM, call tracking, Google Business Profile optimization, review management, lead management, scheduling, invoicing, payments, customer communication, and marketing tools. Smarfle helps HVAC, plumbing, electrical, cleaning, landscaping, pest control, auto detailing, and other service businesses track opportunities, improve local visibility, build stronger online reputations, convert more leads, and grow with less manual work.

Smart Agent CRM

Smart Agent CRM is a Salesforce-based customer relationship management software designed for health and Medicare insurance operations. It features pre-built record types for Individual, Household, Carrier, Agency, and Policy structures. Automated contact monitoring tracks client birthdays and Medicare eligibility. Einstein Activity Capture syncs email and calendar data to contact records, while Carrier Sync reconciles accounts and policies. Compliance documentation, including Scope of Appointment forms, drug lists, provider notes, and call recordings, is centralized. Commission dashboards identify missing payments by comparing expected versus actual commissions. The software supports multiple product lines like Group, Life, Property & Casualty, and Annuities. Communication tools include click-to-call, SMS automation, and branded email campaigns. Integrations with DocuSign, Calendly, Office 365, and Dropbox enhance functionality, all secured by Salesforce’s bank-grade infrastructure.

SmartApp

SmartApp is a cloud-based restaurant and entertainment venue management platform that integrates QR menu ordering, point of sale, kitchen display systems, and analytics. The table management feature tracks table status, venue capacity, and reservations in real time. QR menu orders are sent directly to the kitchen display, reducing paper waste and speeding up service. Archive and tracking tools provide access to historical orders, reports, and revenue data. An offline mode maintains operations during internet outages, with automatic data synchronization upon reconnection. A gaming venue mode supports PC, Xbox, and PlayStation halls with custom pricing and QR menu ordering capabilities. Setup involves registration and menu configuration. The platform operates across devices without complex installations.