Best CRM Software - Page 33

HaloCRM

HaloCRM is customer relationship management software that runs sales, marketing and service on one customer record. New leads are captured, scored against your ideal customer profile and routed to the right rep automatically, then stage-based automation fires tasks, follow-ups and approvals as deals progress. Weighted forecasting and multiple pipelines come as standard. Marketing teams segment audiences by behaviour, tags and custom fields, build campaigns in a drag-and-drop email builder, and see closed-loop attribution from campaign to closed revenue. Email sequences and sales cadences are mapped in one visual builder with A/B split paths and no code. AI is part of the licence rather than an add-on: lead scoring, suggested replies, Next Best Action and call summaries. Email, voice, live chat, social, SMS and a branded portal all share one timeline, so sales, marketing and support work from the same view of the customer, from first click through to renewal.

Average Rating: 4.8/5.0

Total Reviews: 4

Highlighter

Highlighter is the practice management platform for special education advocates. It replaces the scattered folders, email threads, and spreadsheets most independent advocates run their practice on with one place for every client's records, analysis, prep, and time. Document analysis. Upload an IEP, evaluation, progress report, or behavior plan as a PDF, Word file, or image. In under a minute Highlighter returns a structured summary that pulls out present levels, goals, services, accommodations, and potential issues, so the first read of a dense document takes minutes instead of an evening. Meeting preparation. Highlighter builds a prep packet from the student's actual records: key issues, suggested questions, services data, and talking points for that specific meeting. Professional communications. Draft parent-school emails and letters grounded in the student's plan, ready to send or edit. Case management and timekeeping. Log calls, meetings, and emails as case notes. Track time per family, invoice for it, and run reports on where your hours go. A timeline of events, deadlines, and parent observations gives you a paper trail when a district misses a date. Forward client emails to your Highlighter address and they land in the right case automatically. Family collaboration. Invite a client's family into their case and choose which documents, timelines, and updates they see. Families do not need a paid plan to collaborate on a case you manage, and they get tools to communicate with the school between your sessions. Highlighter PRO is $59 per advocate per month or $549 per year, with unlimited families per seat, no setup fees, and no contracts. There is a 30-day free trial. Advocacy organizations get custom pricing with dedicated onboarding, usage reports, and priority support. Customers include the DC Office of the Student Advocate and other government-funded advocacy programs. Data is encrypted in transit and at rest, and nothing is shared with schools, districts, or third parties. Highlighter was created by Jake Fishbein, a former teacher and school administrator, and Mike Oliver, founder of the Alma student information system. Work began in 2023 and the company is based in Washington, DC.

Average Rating: 4.5/5.0

Total Reviews: 2

Ideazic Solutions

Ideazic Solutions is an AI-powered business software platform that combines CRM, marketing automation, lead management, customer communication, appointment scheduling, AI assistants, websites, funnels, analytics, and workflow automation in one centralized platform.

Average Rating: 5.0/5.0

Total Reviews: 2

Inflowave

Inflowave is an AI-powered CRM and client communication platform built for marketing agencies, coaches and teams that run several client accounts at once. It replaces the usual stack of a CRM, a scheduler, a DM tool, a dialer, a proposal tool and a reporting spreadsheet with one platform, organised around the shape an agency actually has rather than around a single company selling its own product. Every client sits in an isolated sub-account with its own CRM, phone number, pipeline and AI agent, so one login covers the whole book without data bleeding between clients. Agencies can white-label the entire platform on their own domain. Unified inbox. Instagram DMs and comments, WhatsApp, Facebook Messenger, SMS, email, LinkedIn, X and phone calls all arrive in one shared inbox against a single contact record. WhatsApp runs on the official Meta Cloud API directly rather than through a BSP, so there is no per-conversation markup and no per-number fee. AI agents. Agents answer, qualify, tag and book from the sales process you have already written down rather than from a flow chart. They can be trained on past conversations to match your tone, they wait before replying instead of answering instantly, they work an overnight backlog in the morning, they go back to leads who went quiet, and they sweep for messages that were missed. The same agent can run as a chat widget on your own website. Sales and payments. Pipelines and deals, quotes and proposals with pay-on-accept and contract signing, invoicing, and client rebilling so you can charge a client's card for ad spend or tooling from inside the CRM. Payments run on your own Stripe or Whop account. Calling. Power dialer, call recording and transcription, IVR, voicemail drops and callbacks, with reporting per script and per rep. Ads. Every client ad account in one table with spend, results and cost per result side by side, so you can rank every campaign across every client by what one result actually costs instead of opening a dozen Ads Manager tabs. Automation. A workflow builder with triggers and actions across every channel, plus inbound and outbound webhooks and a public API. Workflows can be described in plain language instead of built node by node. Also included: content scheduling and publishing across social accounts, competitor ad tracking, forms and booking pages, an AI website and funnel builder, heatmaps and session recordings, team management with role-based permissions, and a marketplace where agencies list their profile and are matched to brands on real performance metrics.

Average Rating: 4.7/5.0

Total Reviews: 8

Inforgen

Inforgen is web-based business management software for the mid market.

Average Rating: 4.8/5.0

Total Reviews: 2

Intellistant CRM

IntelliStant is a CRM and business management software designed and developed for SMEs to automate critical and essential part of their customer-centric activities. We understand the challenges and concerns faced by small businesses, hence our product, price, training, and support are all tailored to offer a cost-effective and efficient software platform for SMEs. Intellistant is an acronym for "Intelligent Assistant"

Average Rating: 4.3/5.0

Total Reviews: 2

Joole

Average Rating: 5.0/5.0

Total Reviews: 2

Kasar CRM

Kasar is a CRM for teams that sell, manage relationships or run client projects, and don't want to spend their day updating records or chasing follow-ups. It captures the conversations your team already has (email, calendar, meetings, LinkedIn, WhatsApp), attaches them to the right contact and company, and then helps you act on them with sequences and automations, all in one place.

Average Rating: 4.8/5.0

Total Reviews: 2

Kool CRM

Lawfirm by BTS is a web-based business app which functionality includes simple quote, contact management, inventory, and much more!

Average Rating: 4.0/5.0

Total Reviews: 2

Kreative Hive 360

Kreative Hive, a pioneering CRM marketing agency, sets itself apart with bespoke and strategic content creation. Specializing in social media, they adeptly navigate varied digital terrains, customizing their approach to each brand's distinct identity. Beyond aesthetics, Kreative Hive delves into brand essence, cultivating genuine connections. Their unwavering commitment to strategic innovation, platform expertise, and a personalized touch distinguishes them. Elevate your brand with Kreative Hive, where creativity and strategy converge to craft compelling narratives, leaving a lasting impact in the dynamic realm of digital marketing. As a CRM marketing agency, they excel in forging and maintaining meaningful customer relationships, ensuring your brand's sustained success in the ever-evolving digital landscape.

Average Rating: 4.5/5.0

Total Reviews: 2

KulaHub

KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs

Average Rating: 4.3/5.0

Total Reviews: 2

Lea CRM

Lea CRM is a European CRM built for SMBs and their sales teams. Its "Your Day" page lists the calls to make, the follow-ups due and the deals to close. A free built-in booking tool (Lea Schedule, a Calendly alternative) feeds the pipeline, quotes are signed online and turned into invoices, and Plaud voice notes arrive in Lea, ready to be linked to the right record. Six interface languages, database hosted in the EU (Amsterdam). Published by N.Y.B.K. SAS (Paris, France).

Average Rating: 5.0/5.0

Total Reviews: 2

LeadPrime

LeadPrime is an integrated, configurable, web based lead management tool.

Average Rating: 3.8/5.0

Total Reviews: 2

LEDSAK

LEDSAK is a comprehensive, AI-powered CRM and marketing platform designed to help sales professionals and businesses streamline lead management with ease, anytime and anywhere. Experience a seamless, efficient, and user-friendly solution that eliminates complexity, allowing you to focus on driving results.

Average Rating: 5.0/5.0

Total Reviews: 2

Lume CRM

Lume CRM est un logiciel tout-en-un, offert en application web, pour les entreprises de services résidentiels et de rénovation : lavage de vitres, toiture, paysagement, CVAC, pavé uni, lavage à pression, peinture, clôtures, extermination, plomberie, électricité, entretien ménager, ramassage de débris, construction, rénovation, entretien de piscine, excavation, esthétique automobile, éclairage DEL et entretien de pelouse. Il regroupe la gestion des clients et des demandes, les devis, le calendrier et le dispatch des équipes, les messages (textos et courriels), les factures, les paiements et la paie, un pipeline de vente, des formulaires de demande intégrables au site de l'entreprise, une carte porte-à-porte, des relances automatiques de devis, des demandes d'avis Google, des automatisations et Lumi, un assistant IA. L'entreprise est basée au Québec (Canada). L'interface est en français et en anglais.

Average Rating: 5.0/5.0

Total Reviews: 2