Best CRM Software - Page 68

Compenda

Conduyt

Conduyt is a CRM platform integrating AI agents into sales workflows. It offers flat-rate pricing with unlimited user access, contact records, and pipeline configurations. Teams can manage multiple sales boards for acquisitions and renewals without duplicating records. Customizable pipeline stages and forecasting tools provide calculations based on stage probability, deal value, and time-in-stage metrics. The platform supports SMS and email via Twilio integration, enabling broadcasts, drip campaigns, and A/B tests. Automated suppression handles opt-outs across channels. Conduyt includes 42 native connectors, 127 webhook event types, and real-time synchronization. Reporting features offer live dashboards and custom reports linked to records. Automation tools include a workflow builder with 127 triggers and templates. The API provides 535 REST endpoints with SDKs in TypeScript, Python, and Go. AI agents use a Model Context Protocol server with action budgets and audit logging.

ConextCRM Básico

ConextCRM es el CRM de citas para negocios de servicios que trabaja donde ya están tus clientes: WhatsApp. Tus clientes piden cita escribiendo por WhatsApp a cualquier hora, incluso con el negocio cerrado. No tienen que descargarse nada ni crearse una cuenta: eligen servicio, profesional y hora en la misma conversación. La confirmación les llega al momento y el recordatorio sale solo antes de la cita, con botones para confirmar o cancelar. Cuando alguien cancela, el hueco se ofrece automáticamente a otros clientes para que no se quede vacío. Por dentro tienes un calendario con la agenda de cada profesional, sus horarios, vacaciones y festivos, y la ficha completa de cada cliente con su historial. Todo lo que pasa por WhatsApp queda en el mismo sitio, así que cualquiera del equipo puede retomar una conversación. Y no se queda en la agenda: ConextCRM cubre también el día a día del negocio. Facturación con ticket o factura A4 compatible con VeriFactu y envío directo a tu gestoría, control de caja con arqueo diario, almacén con lector de códigos de barras, bonos y cartillas de fidelidad, fichaje horario del equipo para el registro de jornada, y campañas de marketing por WhatsApp para recuperar clientes que hace tiempo que no vienen. Se integra con Google Calendar y con Stripe, por si quieres cobrar una señal al reservar. Pensado para peluquerías, barberías, centros de estética, autoescuelas, lavaderos de coches, fisioterapia y cualquier negocio que trabaje con cita previa.

Contact CRM

ContactHoney

ContactHoney is a complete small business CRM — every feature included, no upsells. $19.95/mo flat rate for up to 50 users. No per-seat fees. Check out the demo at www.contacthoney.com.

Continuum CRM

ConvertedCRM

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.

Coralia CRM

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

Corvus

AI CRM for trades businesses. Sophia answers missed calls, books jobs, and chases invoices automatically.