Best CRM Software - Page 66

Charlie Lounge

Charlie Lounge is a cloud-based CRM platform built on GoHighLevel that combines customer relationship management tools with an AI assistant called Evelyn AI. It is designed for small and medium-sized business owners who need to manage contacts, automate communications, schedule appointments, send invoices, and get guidance on using their CRM system. Evelyn AI is a conversational assistant integrated directly into the platform. It stores persistent memory about each user's business — including goals, client details, preferences, and past decisions — and uses this context to provide relevant answers and take direct actions within the CRM. Actions include creating contacts, updating pipeline stages, adding notes, creating tasks, and sending messages. Before executing any action, Evelyn presents a confirmation step so the user can review and approve what will happen. The platform includes a knowledge base of 1,318 guides covering CRM features in English, Czech, and Spanish. Users can ask Evelyn questions about the platform and receive step-by-step answers drawn from this knowledge base. Core features include contact management, sales pipeline tracking, appointment booking, invoice creation, email and SMS marketing automation, website builder, and a social media planner. The platform also includes an affiliate program and live 24/7 customer support provided through Extendly. Charlie Lounge is available in three plans starting at $29 per month. The Explorer plan provides full platform access including Evelyn AI. The Creator and Visionary plans include a one-time entry fee with expanded message limits and additional resources. The platform targets business owners in the United States, Czech Republic, Slovakia, and Latin America who want to reduce time spent on administrative tasks and consolidate multiple tools into a single system.

ChatCRM

ChatCRM es una plataforma integral diseñada para optimizar la gestión de la comunicación empresarial, combinando funcionalidades de CRM, atención al cliente a través de WhatsApp, campañas de marketing y una centralita telefónica con inteligencia artificial. Esta solución permite a las empresas centralizar y automatizar sus interacciones con los clientes, mejorando la eficiencia operativa y la satisfacción del cliente. El módulo CRM Central ofrece una vista completa de 360° de cada cliente, integrando el pipeline de ventas, agenda, tareas y embudos en un solo panel. Esto facilita el seguimiento detallado de las interacciones y el progreso de las oportunidades de negocio, permitiendo a los equipos comerciales gestionar sus actividades de manera más efectiva. ChatCRM WhatsApp proporciona una bandeja de entrada compartida para múltiples agentes, permitiendo la atención simultánea de clientes a través de WhatsApp. Incluye flujos automáticos configurables sin necesidad de conocimientos de programación, lo que permite automatizar respuestas y procesos, reduciendo tiempos de respuesta y aumentando la productividad del equipo. El módulo de Campañas WhatsApp permite el envío masivo de mensajes a listas segmentadas, utilizando plantillas aprobadas por Meta. Ofrece personalización de mensajes y estadísticas en tiempo real, facilitando la medición del impacto de las campañas y la optimización de estrategias de marketing. ChatCRM Voz actúa como un agente telefónico disponible 24/7, con capacidades de transcripción en tiempo real y enrutamiento inteligente de llamadas mediante inteligencia artificial. Esto garantiza que ninguna llamada quede sin atender y proporciona resúmenes automáticos que ahorran tiempo al equipo. La plataforma se integra con herramientas existentes a través de Webhooks, API REST y conectores nativos, incluyendo WhatsApp, Google Calendar, Zapier y Meta WABA. Esto permite una integración fluida en los flujos de trabajo actuales de la empresa. ChatCRM está diseñado para una implementación rápida y sencilla, sin instalaciones complejas ni necesidad de un equipo técnico especializado. Las empresas pueden conectar sus canales de comunicación, configurar flujos de atención y gestionar todas las interacciones desde un único panel en cuestión de minutos. Diversas empresas de sectores como alimentación, inmobiliario, construcción y servicios han transformado su comunicación con ChatCRM, destacando la centralización de mensajes, la mejora en la velocidad de respuesta y la eficiencia en la gestión de clientes como beneficios clave de la plataforma.

Chatsilo

checkITeasy

checkITeasy is an all-in-one CRM, ticketing, and service management platform designed to seamlessly integrate with Sage 100. It helps mid-sized companies connect sales, customer service, and contract management in a single, cloud-based system — eliminating data silos and improving operational efficiency. With a bidirectional Sage 100 interface, checkITeasy synchronizes customer data, tickets, quotes, and contracts in real time, ensuring that sales and service teams always work with the latest information.

Chikyu

Chromosis CRM

Chumley CRM

Chumley CRM is customer relationship management software with a minimalist interface requiring no setup wizard, mandatory fields, or extensive training. Leads are tracked by entering a name and phone number, with additional information optional. Deals are managed using a card-based pipeline system, where cards move between customizable columns representing sales stages. Communication tools integrated into each card enable calls, texts, and emails directly from the interface, with automatic logging and timestamps. Accessible via web browsers on all devices without installation, features include CSV import, global search, next-step reminders, and a dashboard showing pipeline metrics like deal values and tasks. Managers can invite team members via links and monitor deals in real time. The platform supports message templates, activity logging, call tracking, contact management, drag-and-drop functionality, and webhook integration for external tools.

Cintram

Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication, and payments are spread across different tools. Context gets lost and teams end up reacting instead of executing. Cintram brings the entire client journey into one connected system, from first inquiry through onboarding, delivery, and payment. Everything lives in one place, so teams always know what’s happening, what’s next, and who owns it. Cintram is designed for agencies, consultants, coaches, and productized service businesses that want clarity, control, and a simpler way to run their operation without juggling software.

Cirrus Shield

ClearWork

ClearWork is CRM software that streamlines proposals, contracts, invoices, and payments. It manages workflows from lead capture to payment collection, tracking metrics like follow-up dates and conversion rates. Proposals feature customizable branding, scope, pricing, and timelines. Accepted proposals convert into contracts with OTP-verified digital signatures compliant with IT Act 2000. Invoices auto-calculate taxes (CGST, SGST, IGST) based on client location and embed payment links for wallets, cards, and net banking. A white-label client portal provides branded access to documents without login. Automation handles payment reminders and onboarding. Project tracking links proposals, invoices, and expenses for profitability analysis. The system uses bank-grade encryption, cloud infrastructure, and is accessible via web and mobile apps.

Click.org

Clienta

Clientar

Clientbox

Clientbox is a Netherlands-based software company focused on helping small and medium-sized businesses work smarter and more efficiently. Designed with growing teams in mind, Clientbox combines simplicity with powerful functionality, offering a modern alternative to managing customer relationships and operations across multiple disconnected tools. At the core of Clientbox is a powerful shared inbox that brings all client communication together in one place. This makes teamwork seamless, ensures no message is overlooked, and keeps work easily transferable across team members. On top of this, Clientbox offers a modular set of features, including CRM, invoicing, time tracking, calendar, task boards, and HR tools like absence and leave management. Because every module can be enabled per user, companies can tailor Clientbox to their exact needs. Clientbox helps businesses centralize their client communication and replace multiple standalone apps with one easy-to-use system. The modular pricing model means companies only pay for the features they actually use, making it a cost-efficient and flexible solution. With Clientbox, teams save time, improve collaboration, and ensure continuity in client relationships — even when work needs to be handed over.

ClientCircle

ClientCircle is a leading insurance marketing automation platform in the U.S. Our software helps insurance agents manage the complete customer journey. From prospecting to sales to retention—we help our customers do it all.

Average Rating: 4.0/5.0

Total Reviews: 1