Best CRM Software - Page 64

AFUM

AFUM is a customer relationship management and messaging automation platform that unifies conversations across WhatsApp, Instagram, and Facebook via a single interface. As a verified Meta Tech Provider, it connects through official Meta APIs for secure communication. The unified inbox consolidates messages, enabling teams to assign agents, track unread messages, and send media files. A visual flow builder allows automated conversation paths without coding, while AI agents trained on business documents provide 24/7 support. Appointment booking integrates with WhatsApp, offering calendar sync, reminders, and custom fields. The campaign broadcaster supports targeted WhatsApp campaigns with audience segmentation and tracking. The sales pipeline uses a Kanban board for lead management, and the online store includes product catalogs, discount codes, and order management. Security features include encrypted API tokens, data isolation, and PCI DSS Level 1 compliant payment processing.

AgencyCore

AgencyCore is the AI-native new business platform for marketing agencies. It helps agencies find timely, credible reasons to approach the companies they want to work with, then turns those signals into personalised outreach. Agencies define the signals that matter to them, from funding and leadership changes to expansion, partnerships, competitor activity and regulatory requirements. AgencyCore identifies relevant decision-makers, provides deliverability-checked email addresses and checks LinkedIn profiles. It creates personalised drafts, builds outreach sequences and schedules follow-ups. Email is integrated, while LinkedIn, WhatsApp and other channels appear as guided tasks. Everything sits inside a CRM built around agency new business. Every account is supported by a human new-business manager who reviews each message before it goes out. AI does the research and drafting. Your team decides what gets sent.

AgencyKit

AgencyKit is an all-in-one business management platform built for freelancers and agencies. It replaces eight separate tools with a single workspace: client CRM, proposals, contracts with electronic signatures, invoicing, online payments via Stripe and PayPal, time tracking, and scheduling. Unlike most competitors that charge per user,AgencyKit is billed per account, so a growing team pays one flat price. Plans start at $9 per month, with a 14-day free trial and no credit card required. AgencyKit is also open through MCP (the Model Context Protocol) and a public API, so users can connect AI tools like Claude, Cursor, or Codex and run their business in plain language. It positions itself as a simpler, more affordable alternative to HoneyBook, Dubsado, Bonsai, and Moxie.

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AgencyView Software

AgencyView is an all-in-one operating platform built for insurance agencies and independent agents who sell Medicare and ACA/Marketplace coverage. It brings CRM, quoting, enrollment, compliance, and commissions into one system, so agents stop switching between a dozen disconnected tools. With Quote to Enroll, agents quote a plan and enroll the client in one flow, and the client record updates automatically with no double entry. AgencyView also includes: An underwriting engine and AI call review, which transcribes calls and scores them against Medicare quality and compliance standards A HIPAA Compliance Center with secure document capture Commission tracking and a CFO Center for agency finances License and credential monitoring that tracks licenses, AHIP, FFM, carrier appointments, and E&O renewals AEP book-of-business review, which flags plan exits, formulary changes, and cost increases that affect existing clients Gamification and leaderboards for producer teams Agency hierarchy and split management for multi-agent shops AgencyView is built for solo producers and growing agencies alike. It cuts admin time, keeps agencies audit-ready, and helps agents protect and grow their book of business.

Agendart

O Agendart é um sistema de gestão desenvolvido para profissionais da saúde, clínicas e consultórios. A plataforma reúne mais de 100 funcionalidades, incluindo agendamento de consultas, prontuário eletrônico, gestão financeira, teleatendimento, emissão de documentos, comunicação com pacientes e ferramentas de inteligência artificial. O sistema permite centralizar informações e automatizar tarefas administrativas, como envio de lembretes, controle de pagamentos, emissão de notas fiscais e organização dos registros clínicos. Também oferece recursos para criação de sites profissionais, agendamento online e gestão do relacionamento com pacientes. O Agendart atende diferentes especialidades da saúde, como psicologia, medicina, odontologia, fisioterapia e fonoaudiologia, com soluções para profissionais autônomos e instituições de diferentes portes.

Agendor

Agentcis

Agentcis is an Agency Management Software that facilitate Education and Migration Agent & Agency.

Agent CRM

Agent CRM is an AI-powered, all-in-one sales and marketing platform specifically designed for insurance agents and their teams. It streamlines client management, automates communication, and enhances lead conversion, enabling agents to focus on growing their business efficiently. Key Features and Functionality: - AgentAI: An AI-powered assistant that automates lead follow-up and customer communication, ensuring timely and personalized interactions. - Pre-Built Automations: Ready-to-use automation sequences tailored for various insurance products, including email and SMS campaigns, appointment reminders, and renewal workflows. - Unbeaten Speed-to-Lead: Instant notifications and automated responses to new leads via calls, texts, emails, and direct messages, facilitating immediate engagement. - Complete Phone System: Integrated power dialer for efficient outbound calling, along with A2P verification support for seamless communication. - Funnel Library and Builder: Access to a vast library of customizable funnels, with no limits on the number of funnels that can be built, aiding in lead capture and conversion. - Email Marketing Tools: Comprehensive email campaign management with tracking and analytics, complemented by templates designed to enhance open rates. - Integration Capabilities: Seamless integration with other CRMs, lead vendors, marketing platforms, and social media sites, including a Zapier app for expanded functionality. - Data Organization Tools: Customizable smart lists for efficient contact management, allowing precise segmentation and filtering based on specific criteria. Primary Value and Solutions Provided: Agent CRM addresses the unique challenges faced by insurance agents by offering a centralized platform that automates and simplifies various aspects of client management and marketing. By integrating AI-driven tools and pre-built automations, it reduces manual tasks, enhances client engagement, and improves lead conversion rates. The platform's comprehensive features ensure that agents can manage their entire sales and marketing processes efficiently, leading to increased productivity and business growth.

AgentFlow Enterprise

AgentLocator

AgentLocator provides lead generation and website design services coupled with a powerful in-house CRM system tailor-made for real estate agents. AgentLocator’s CRM system features: a built-in dialer, automated listing emails, mass emailing and texting capabilities, a personalized home search mobile app (HomeLocator), a CRM app, an AI chatbot, pre-loaded drip campaigns for lead nurturing, pipeline statuses, tags and filters for contact organization. AgentLocator websites are SEO- and mobile-optimized, come with an IDX feed and have the ability to connect multiple MLS feeds into one. Agents can easily add unlimited community pages, landing pages with sign-up forms, blog posts, and other pages through the in-house Site Manager. Leads are generated through tested-and-proven Google Search and Facebook ads run by an experienced marketing team. For agents focused on brand awareness, Tag Marketing (i.e. remarketing ads) through the Google Display network is also available.

Aggrado Site

Aggrado Site is sitework estimating and job management software for turnkey sitework contractors, from clearing and erosion control through grading, utilities and paving. Bid: take off quantities from DWG, DXF, LandXML or PDF drawings, build surfaces for cut and fill with topsoil, shrink and swell, and run pipe from structure to structure so trench excavation is priced by the depth it's actually dug. Price each item from the crew that does the work, compare vendor and sub quotes by scope, apply markup on bid day, and lock the submitted bid exactly as sent. Job: the won bid opens as the job's budget. Track cost to date and the forecast at completion, price change orders like the bid, bill pay applications with retainage, run a two-week look-ahead and dispatch, and keep lien deadlines in front of the office. Bills go to QuickBooks Online. Field: the crew's phone app, included with Job. Crew time, installed quantities, daily reports, T&M tickets signed on the phone, inspections and deliveries, in English or Spanish, with or without signal. Prices are published: Bid is $150 per estimator a month ($125 a month paid yearly). Job is priced by the number of jobs running, from $420 a month ($350 a month paid yearly). Office staff, viewers and crews are free. 14-day free trial.

Ahoy

Join the AI CRM built for founders who sell. Ahoy prepares the work, you make the decisions that matter.

AICRM

AICRM is a marketing CRM built around a conversational voice agent. Manage contacts, log activity, build segments, create follow-up tasks and draft campaigns by speaking to the system. The agent asks for confirmation before making changes. Teams can run segment-based email campaigns with A/B testing, capture leads through forms and manage calendar bookings. CSV import, company identification from website visits and analytics support the workflow.

AiEngage CRM

ailead

A business meeting analysis cloud that integrates with SAP Customer Experience. It supports the development of "sellable" sales personnel based on negotiation data automatically collected, analyzed, and visualized by AI.