Best CRM Software - Page 68

CopilotGTM

CopilotGTM transforms the presales deal experience by turning scattered customer moments into one shared understanding. It brings together context from calls, communications, and notes, then uncovers hidden insights teams often miss, including core pains, risks, blockers, stakeholder motivations, alignment gaps, and product issues that may impact the deal. CopilotGTM uses this intelligence to guide next actions and assist execution so every interaction moves forward with clarity and value. All of this happens in one connected workspace built for sales, presales, and product teams navigating complex B2B technical sales.

Coprest

Gestion centralisée des prestataires et contrats Coprest regroupe en un seul espace toutes les données relatives aux prestataires et contrats, facilitant la recherche et la gestion quotidienne. Base de données unique pour tous les prestataires Accès rapide aux informations essentielles (contrats, interventions, documents associés) Interface intuitive et ergonomique pour une navigation fluide Archivage automatique et traçabilité complète des échanges Suivi des contrats et alertes personnalisées Grâce à ses notifications intelligentes, Coprest permet d’anticiper les échéances contractuelles et de mieux négocier les renouvellements. Alertes automatiques avant la fin des contrats Rappels personnalisables envoyés par e-mail Tableau de bord des échéances pour visualiser l’état des contrats Gestion proactive des renouvellements et résiliations Historique détaillé des interventions et supervision en temps réel L’outil permet de garder une vision claire et précise des interventions réalisées par les prestataires. Suivi détaillé des prestations effectuées Stockage et accès rapide aux comptes rendus d’intervention Historique consultable avec filtres avancés Surveillance en temps réel des actions en cours Tableau de bord interactif et analyse des coûts Coprest offre des statistiques avancées pour aider les entreprises à optimiser leurs budgets et améliorer leur rentabilité. Indicateurs de performance sur les coûts et interventions Filtres avancés pour une analyse personnalisée des dépenses Rapports exportables pour une meilleure prise de décision Outils de comparaison entre prestataires pour optimiser les choix** Conclusion Coprest est une solution essentielle pour les entreprises souhaitant structurer et automatiser la gestion de leurs prestataires. Grâce à ses fonctionnalités avancées, elle permet de centraliser les informations, anticiper les échéances, suivre les interventions et analyser les coûts en toute simplicité. Une gestion plus efficace, plus transparente et plus rentable pour un meilleur contrôle des relations avec les prestataires.

CoreCOnverter

CoreCrms

Corevia CRM

Corex CRM

Corex CRM is free customer relationship management software for service businesses, with no user limit, no contact limit and no trial clock. A drag-and-drop kanban board tracks leads from first contact to close. Customer profiles consolidate job records, estimates, communications and revenue, with AI-generated summaries of account status. The job tracker handles scheduling, technician assignment and status monitoring. Estimate tools build line-item proposals with tax calculations that convert to jobs on approval, and invoicing supports a card on file. AI features include lead scoring, follow-up suggestions and natural language search. Optional AI modules, such as an AI voice receptionist and review automation, are native to the CRM and write to the same customer records with no third-party integration work. Industry versions are available for pest control, HVAC, plumbing, electrical, lawn care, cleaning, roofing, appliance repair and auto repair. CSV import is supported.

CorpSync

CorpSync is a secure, cloud-based platform designed to streamline communication and enhance productivity across your organization. Built for modern legal and professional service firms, it ensures seamless integration with Microsoft 365 and mobile environments. Key Modules: 1. Contact Sync – Automatically keep internal and external contacts up to date across Outlook, Teams, and mobile devices, eliminating manual updates. 2. Outlook Global Signature Management – Standardize professional email signatures firm-wide, including on smartphones, to maintain brand consistency. 3. Sync Shared Calendars to Mobile Devices – Ensure team calendars are always accessible on iOS and Android for better coordination on the go. 4. Mass Notification – Instantly send critical alerts or updates to your entire workforce via SMS for emergencies or urgent announcements. Key Features: 1. Merge Data Sources: Seamlessly combine contact information from various sources into a unified database. 2. Sync GAL to Smart Phones: Keep your Global Address List synchronized with smartphones for easy access to up-to-date contact information. 3. Contact Groups, Distribution Lists: Efficiently manage contact groups and distribution lists for streamlined communication. 4. Supports On-Prem Exchange, Microsoft 365 and Hybrid Mode: integrates smoothly to automatically import contacts from Azure AD or other contact sources and updates contacts with a nightly sync. 5. Mask Sensitive Contact Information: Boost data security with customizable privacy rules that allow administrators to mask sensitive information, ensuring only selected contact details are shared before syncing. 6. Flexible Configuration – Subscribers: Allows administrators to customize whether to push contacts to Outlook, mobile apps, or both, tailored for efficient communication. 7. iOS & Android Apps: Access your synchronized contacts on the go with user-friendly apps available for both iOS and Android devices. 8. Enforces unified Outlook email signatures across the firm. 9. Enables two-way mass SMS communication for emergency situations, ensuring quick and effective communication. 10. Caller ID Provider: Benefit from a Caller ID provider that enhances your contact management and identification process.

Average Rating: 5.0/5.0

Total Reviews: 1

Corvyn Labs

CrawlSpace CRM

A CRM designed for businesses that have outgrown spreadsheets, but don't need a bloated CRM. Lead Management Automated Communication Sequences Built-in Dialer Built-in Video Messaging Reporting And More!

Credit Money Machine

Credit Money Machine is a professional credit repair software platform featuring 15-Second, 1-Click dispute processing, built specifically for credit repair business owners, credit repair specialists, consultants, agencies, and financial service professionals who want to automate client processing, manage disputes efficiently, and grow their businesses from one centralized system. CMM streamlines the credit repair workflow by importing credit reports, identifying derogatory accounts, assigning dispute types and reasons, generating appropriate dispute letters, organizing dispute rounds, and maintaining complete dispute history. It can also generate specialized documents such as freeze letters, personal information letters, collection validation letters, Metro 2 letters, and three-bureau discrepancy tables. Unlike basic credit dispute software focused primarily on letter generation, Credit Money Machine combines credit repair automation, CRM, client management, client portals, email and SMS communication, invoicing, task management, workflow automation, affiliate management, marketing campaigns, virtual assistant tools, analytics, and AI-assisted business tools in one platform. Credit repair professionals can manage leads, clients, affiliates, employees, and virtual assistants while tracking dispute progress and communication history. Additional features include white-label client and affiliate portals, Affiliate Lead Finder, two-level affiliate tracking, automated follow-up workflows, Zapier integration, LetterStream integration, and built-in marketing tools. CMM also includes intelligent safeguards for professional dispute processing, including automatic identification of inquiries associated with positive accounts and automated comparison of information reported by Equifax, Experian, and TransUnion to help identify factual discrepancies. While Credit Money Machine is primarily designed as credit repair business software for professionals, a separate DIY credit repair software option is available for individuals who want tools to manage their own personal credit repair. For professionals seeking an all-in-one credit repair CRM, dispute management software, credit report processing system, client management platform, and credit repair business automation solution, Credit Money Machine provides a comprehensive platform designed to reduce repetitive work, improve productivity, streamline operations, and support business growth.

Creysto Sales CRM

CRM

ZeaCRM is an AI-powered customer relationship management platform that consolidates lead management, sales tracking, customer communication, and workflow automation into a single cloud-based system. The software centralizes leads from multiple channels, including website forms, social media, WhatsApp, and phone calls, organizing them into a unified inbox. AI-driven automation handles routine follow-ups, sending reminders via email, SMS, and WhatsApp to maintain engagement. The platform provides real-time pipeline visibility, sales insights, and lead source tracking. It supports email and SMS automation with personalized fields for relationship nurturing. ZeaCRM integrates with Salesforce, HubSpot, Slack, Google Workspace, and e-commerce platforms for seamless data flow. The software includes guided onboarding to simplify implementation.

CRM

EazzQuote is CRM software that streamlines sales operations with lead management, contact tracking, and pipeline visibility. It consolidates contact information, activity histories, and company details into one workspace for comprehensive customer profiles. Lead scoring prioritizes prospects based on engagement, firmographic data, and conversion patterns. Real-time feeds display team actions like follow-ups and proposals. AI insights flag at-risk deals and suggest optimal outreach timing. Integrations with Slack, Gmail, Outlook, WhatsApp, and LinkedIn synchronize data across channels. Supporting multi-currency operations and global teams, it ensures security with encryption and compliance with SOC2 Type II and GDPR. A 3D lead pipeline visualizes deal stages, while task management enables responsibility assignment and progress tracking. Proposal generation includes templates and e-signature capabilities.

crm4

CRM9

Manage customers, track sales, and automate workflows with CRM9. Try our intuitive CRM software built for growing businesses.