Best CRM Software - Page 186

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Umzugsfirma Offerten Software

Septix ist die Offerten-Software für Schweizer Umzugsfirmen. Du erfasst den Kunden mit Auszugs- und Einzugsadresse, wählst die Positionen – Stunden, Mitarbeitende, Fahrzeug, Material und Zuschläge – und Septix rechnet live nach Schweizer Regeln: MwSt. 8.1 % auf den Nettobetrag, Total auf 5 Rappen gerundet, Rundungsdifferenz als eigene Zeile. Die Offerte geht als PDF im eigenen Firmendesign und unter deinem Namen an den Kunden. Er nimmt sie per Link mit Name und Häkchen an, und du wirst sofort benachrichtigt. Kunden verwaltest du in der Kundenkartei oder importierst sie aus einer bestehenden Liste. Mit Pro planst du Termine direkt im Kalender. Septix ist reine Software zum Fixpreis. Wir vermitteln keine Aufträge und verdienen nichts an deinen Umzügen – der Kunde bleibt dein Kunde. Preise: Free-Plan kostenlos mit 3 Offerten pro Monat und bis 10 Kunden, ohne Kreditkarte. Pro für CHF 149 pro Monat (exkl. MwSt.) mit unbegrenzt Offerten und Kunden, monatlich kündbar. Bezahlung mit Karte oder TWINT. Alle Kundendaten liegen in einer Datenbank in Zürich.

Una

Una is modern matchmaking software built specifically for professional matchmakers, dating coaches, and relationship experts who want to run their entire business in one place instead of juggling spreadsheets, inboxes, and sticky notes. Una brings every client, lead, and collaboration partner into a single, organized system, making it easy and extremely fast to find a match with one-click matching across your entire network. Una also provides advanced tools such as custom intake forms that collect new clients, leads, and feedback directly from your website, and custom funnels that guide people through every stage — from prospect to client to engaged to married. What makes Una unique is the Promise System — a one-of-a-kind feature built to strengthen the trust between matchmakers and their clients. You mark any interaction as a promise, and once it's made, Una helps you keep it. On every client, you can see the promises you've made, the trust you've built through visible trust levels, and exactly who's accountable for what — and Una reminds you of each one at exactly the right time. Every touchpoint lives on one client journey timeline — email, SMS, WhatsApp, and form responses in a single thread — so you always know where each relationship stands. Built-in communication keeps you in touch without leaving the platform, and a Zapier integration connects Una to the rest of your stack. Una is already trusted by professional matchmakers running real businesses, and it's built by a team that treats matchmaking as a craft. Whether you're a solo matchmaker or a growing agency, Una gives you the operating system to manage clients, make better matches, and grow.

Unanet GovCon

Unanet is an AI-first ERP and CRM platform specifically designed for project-driven businesses, such as government contractors, architecture firms, engineering companies, and construction firms. This comprehensive solution is tailored to help users seamlessly connect their project pursuits with the execution of those projects, the personnel involved, and the financial metrics that govern their success. With over 4,200 firms relying on Unanet, the platform offers essential tools for real-time visibility, intelligent automation, and embedded compliance capabilities, allowing leaders to make informed decisions that drive growth from the initial pipeline to final profit. The Unanet GovCon ERP is particularly focused on meeting the needs of government contractors. It integrates various critical functions, including project portfolio financials, project management, contract management, subcontractor management, time and expense tracking, resource planning, accounting, and reporting, all within a single cohesive system. This unification not only streamlines operations but also ensures compliance with DCAA and FAR requirements through built-in controls and workflows. Users gain immediate insights into project burn rates, funding, labor costs, revenue, margins, forecasts, and compliance, facilitating better management of their project portfolios. Targeted at organizations that require robust project planning and delivery capabilities, GovCon ERP empowers teams to manage contracts and subcontractors effectively, forecast resource needs, automate financial processes, and analyze performance metrics. As businesses evolve, they can extend the platform's capabilities with additional features such as Analytics Studio, AR Automation, and project-based inventory and manufacturing solutions. Unanet’s AI functionalities, including ChampAI and Champ for ERP, enhance decision-making by allowing teams to query trusted business data, identify project and financial risks, and automate workflows in a governed manner. The platform's real-time dashboards, reports, forecasts, KPIs, and analytics provide a unified view of performance for project, finance, operations, and executive teams, eliminating the need for disconnected spreadsheets and manual reconciliation processes. Furthermore, Unanet Connect enhances the GovCon ERP experience by offering integrations and workflow automation through pre-built connectors and enterprise-grade APIs. This feature allows organizations to synchronize critical information across their existing technology ecosystems, ensuring that all teams have access to the most current and relevant data for their operations.

Average Rating: 4.4/5.0

Total Reviews: 662

Unatrix

Modern SaaS solutions for HR services, recruitment and engineering services management

Average Rating: 4.0/5.0

Total Reviews: 1

Unavoidable CRM

Unavoidable CRM is a UK-built, UK-hosted CRM for small service businesses such as trades, clinics, cleaning and pest control firms, tour operators and small agencies. It brings every enquiry into one place: an AI receptionist that answers and books calls, missed-call text back, one inbox for SMS, WhatsApp, email and calls, plus quotes, invoices, Stripe payments and payment chasing, bookings, pipeline and automated follow-ups. Plans are priced per business, not per job: Solo £29 a month, Team £149 and Agency £399, with a 14-day free trial and no card required. Texts, calls and AI receptionist minutes are billed at the provider's cost with no markup.

Unbusy

Unbusy is a Hebrew-first CRM and lead-process platform for Israeli businesses that generate leads through Facebook, Instagram and WhatsApp. It brings the campaign source, customer conversation, qualification details, lead status, owner and next action into one clear sales process. Businesses start with one lead source and one journey, which is mapped, configured and tested end to end before additional sources or processes are added. Automation handles defined, repeatable follow-up actions while the team retains control over commercial decisions and exceptions. Unbusy helps sales and service teams respond consistently, reduce missed inquiries and move every lead toward a clear next step.

Uncommmon Suite: AI, ERP, CRM & Automation

Uncommmon Suite is an all-in-one operational infrastructure designed to eliminate manual bottlenecks. We combine AI agents, advanced CRM, and automated workflows to help you scale your operations, retain more clients, and stop leaving revenue on the table.

UniCRM

🚀 Smart tools for smart businesses 💼 Manage leads, teams & revenue 📊 All-in-one platform by Unidesk Scale faster with Unidesk ⚡

Unifize

Unifize is a cloud-based software platform that helps drive process efficiency for Product Development, Quality, and Operations teams in FDA and ISO regulated companies. By optimizing how information flows in your organization, Unifize integrates your entire process lifecycle along with their communications, data and workflow into a single source of truth - enabling unprecedented visibility, accountability and traceability. Unifize also provides the flexibility to implement and customize processes without help from IT, so you can deliver on customer expectations, drive business performance and manage risk - simultaneously.

Average Rating: 4.7/5.0

Total Reviews: 30

Uno CRM

Upcycle

Upcycle is a management system built for marketing agencies in Egypt, Saudi Arabia and the UAE. It replaces the mix of WhatsApp groups, Excel sheets and separate tools that most agencies run on, and puts the whole client cycle in one workspace, in Arabic (right to left) or English. Win and manage clients with leads, a sales pipeline, quotes and contracts the client signs from a link. Run delivery with projects and tasks on a list, board, calendar or timeline, and log time with a timer or by hand, billable or not. Upcycle shows how much each client really earns you. It sets what the client pays against the team hours, salaries and costs spent on them, so you see which retainers make money and which ones lose it. For social media work, each client project has a content calendar, post writing and scheduling, an AI month plan, and a client approval step: the client opens a link, approves or asks for changes, and every revision is kept. At the end of the month, Upcycle builds the client report as a PDF and shares it in the client portal. Invoices, payments, recurring invoices and VAT are built in (with a ZATCA QR for Saudi invoices), and the Professional plan adds full accounting and profit and loss. The team gets chat, attendance and payroll. An AI assistant answers questions about your data and drafts work, on a metered monthly allowance. Plans are a flat monthly price per company, not per user, priced in EGP, SAR and AED. Every account starts with a 14-day free trial, no card needed.

UpdatesPad

UpdatesPad is shop management software built for countertop and stone fabrication shops. It runs the whole job in one place: a countertop CRM that follows every lead from first call to install, a quote builder where you draw the layout, plan slabs and seams, and send a priced quote for online approval, and a job board that tracks templating, fabrication and installation with crew scheduling. Every job gets a private client portal. Homeowners and builders see the timeline, approve seam placement, slab selection and edge profile, and share photos, so they stop calling to ask when template is. Mostly. An approved quote becomes an order and a project without retyping anything, and invoices push to QuickBooks Online. Pricing is based on how many jobs you run each month, not how many people log in, so the whole team gets access on every plan. Every plan starts with a free month on your real jobs.

Upsidia

Upsidia is business management software that combines key functions for trades and local services into one platform. It includes tools for generating quotes that can be converted into invoices upon acceptance, a booking system for managing appointments, and job scheduling that auto-populates calendars from confirmed bookings to reduce admin tasks. The CRM stores customer records and centralizes interaction and transaction history. The platform features a website builder for creating an online presence without technical skills and review management tools to monitor and respond to feedback. It operates on flexible monthly terms with no long-term commitments, ensuring users retain full ownership of their portable, exportable data. Integration capabilities enable connections with other business tools to streamline operations.

Uptonica

Whether you sell online, collect leads, or answer customers: everything on one platform, with a single AI that knows your whole business. Every tool you use has added its own AI, but none of them can see what the others are doing. Your CRM doesn't know what the customer asked in chat. Your pricing tool doesn't know what you spend on ads. So your team ends up connecting everything by hand. Uptonica puts all your team's work on one platform. Each section handles one part of the work. They all use the same data, the same sign-on, and the same AI, which is why they work together. Catalog: complete every product page with copy, attributes, translations, and optimization for Google and AI engines. Built for catalogs of thousands of products. Content & Social: prepare a week of text, images, and video in your brand's voice, and publish without switching tools. Ads & Attribution: Google and Meta, together with email and WhatsApp, in one report, with one way of attributing sales. Customer Conversations: one inbox for WhatsApp, Instagram, Messenger, Telegram, email, phone, and your site chat. Lia answers the simple questions, your team handles the rest. CRM: every customer in a single record, with orders and conversations. Lia tells you who to follow up with and drafts the message. Automations: set the rules once and Uptonica applies them every day: abandoned carts, customers to follow up with, customers who haven't bought in months. Built by the team behind Webgas, growing Shopify brands in Italy and abroad since 2019.