Best CRM Software - Page 79

Calendo Health

Calendo Health is scheduling and practice management software built for children's therapy centres in Greece: speech therapy, occupational therapy, child psychology, special education and physiotherapy. It is designed for a children's therapy centre rather than as a generic calendar, so the referral turns into sessions and attendance stays with the same child. Scheduling and sessions. Reception works from one day calendar with recurring sessions and each therapist's working hours. Attendance is marked on the appointment, a waiting list fills free slots, and families get a heads-up before each session. Appointments can sync to Apple and Outlook calendars (Google Calendar is coming soon), and video sessions can carry a Zoom, Google Meet or Jitsi link. EOPYY referrals. Calendo Health reads the EOPYY referral PDF and creates the sessions automatically, tracks the monthly quota and produces the official EOPYY certificate. The child's record. Each child has one record with session notes, goals and progress reports that export as PDF in Greek or English. Files are kept on the child's record and stored in an EU data centre. The parental consent record can be signed by parents through a link and is saved as a signed PDF. Parents and family. A parent app gives families home practice material, messages and announcements from the centre. Reminders go out by SMS (included, up to 100 per month), email and push. Document templates and Google review requests are built in. Billing. Charges, receipts, session packages and monthly plans sit next to the sessions. Card payment links work through Viva, and receipts can be issued to myDATA through Wrapp (the Wrapp subscription is paid separately). Team and administration. Roles separate reception, therapists and owners. Calendo Health also includes therapist pay statements, an owner dashboard, support for multiple branches, two-step sign-in and a full change history. Existing data can be imported from Excel or CSV and exported as ZIP, Excel or CSV at any time. Platforms. Calendo Health runs in any web browser with nothing to install and includes native apps for iPhone (App Store) and Android, for the team and for parents. Pricing is one flat subscription per centre with no per-therapist charge: €80 per month including VAT for a centre, or €40 per month for a single therapist (Solo). The free trial is 14 days and needs no credit card. Setup and data migration are free.

CallAnswer

CallAnswer is voicemail with intake for plumbers, HVAC techs, electricians, roofers and other home-service trades. You and your crew record your own greeting and your own questions, in the browser or on your phone, starting from a plain-language script for your trade. When you can't pick up, callers hear your real voice (no computer voice), press a key or type their ZIP code, and say what they need in their own words. Callers outside the ZIP codes you serve hear a polite goodbye. Any key can be marked as an emergency, and pressing it alerts you right away by push and email (and a text to your phone on file). Every call lands in the web dashboard and the mobile app as a sorted lead with the keypad answers, the ZIP, a verdict (qualified, emergency, outside your area, hung up part-way) and the caller's recording, kept for 90 days. Calls are answered by fixed rules you set; no AI model writes or speaks to your callers. It works with your existing business number by forwarding missed calls to your CallAnswer number. Pricing is a flat monthly rate with no per-minute billing, setup fees or contracts: Essentials $99/month (up to 40 calls), Starter $297/month (up to 100 calls) and Pro $497/month (up to 1,212 calls, plus review requests and appointment reminders to customers who opt in to texts). Billed monthly from the day you subscribe; cancel anytime from the dashboard.

CallProof

CallProof is a powerful tool specifically designed to help outside sales reps maximize the efficiency of their day-to-day operations. It provides an easy-to-use interface for route planning, allowing users to map out optimized routes for all of their appointments in order to save time and fuel costs. With its territory management feature, CallProof also enables sales reps to keep track of their leads, customers and opportunities in their given area. Ultimately, CallProof is designed to help sales reps become more productive by streamlining their workflow and increasing the efficiency of their operations. With our app, teams can experience improved visibility into the performance of each rep and be confident that they are using valuable time in the field wisely. Enjoy the convenience of a fully optimized and personalized sales experience, thanks to CallProof. With its comprehensive suite of features such as Asynchronous Communication, Automated Report Generation, Business Card Scanning, CallProof Voice, Instant Sales Meetings, Streaks, and Sales Goals. CallProof is an invaluable tool for any outside sales team looking to increase their productivity and efficiency. Try it today to maximize your success on the road!

Callyzer

Callyzer is a comprehensive cloud-based telecalling analytics and lead management platform built to empower sales, support, and marketing teams with real-time call insights and operational transparency. Designed for businesses of all sizes, Callyzer helps teams manage their telecalling workflows with precision tracking all incoming, outgoing, missed, connected, and rejected calls through a centralized dashboard. With a strong focus on data-driven performance, Callyzer offers detailed call logs, team productivity reports, and daily performance summaries that enable managers to evaluate and improve communication strategies. The platform supports integrations with third-party CRMs and tools via REST API and Zapier, making it easy to fit into existing tech stacks. Callyzer also enables access to synchronized call recordings, lead-wise follow-up tracking, and organization-wide call history all from a single interface. By streamlining telecalling operations and enhancing visibility into call data, Callyzer helps businesses improve decision-making, optimize resource allocation, and drive consistent revenue growth.

Average Rating: 5.0/5.0

Total Reviews: 2

CamE CRM

Cameva

CAMEVA is a French platform that runs the whole training session from end to end: scheduling, video conferencing (classe virtuelle), the online learning space, attendance records and the session report. Most training providers and independent coaches run their activity across four or five disconnected tools — one for booking, one for video, one for course content, one for signatures, and a spreadsheet to hold it together. Every session then has to be reconstructed afterwards: who attended, for how long, and what was covered. CAMEVA replaces that stack with a single continuous flow. Each session leaves its own records as it happens. The attendance sheet is produced as a PDF. The actual connection time of every participant is measured, rather than capturing a signature inside a time window. And the session report is written automatically at the end of the meeting, generated from the recording by an AI model running on our own servers in France. CAMEVA produces and keeps the records a training provider will present at its Qualiopi audit. Two things set CAMEVA apart. The online learning space is included at no extra cost — no add-on licence, no activation fee. And connection time is measured rather than declared, which is a different kind of record altogether. Around the session, CAMEVA includes a CRM (leads, contacts, deals, pipelines), public registration forms with automatic confirmation emails, email sequences and a newsletter, online booking with a calendar, a file space per customer, electronic signature for documents, single sign-on, and workflow automation. Every customer gets their own site and their own database, hosted in France. No data leaves Europe. Three subprocessors, all French, published on our website. CAMEVA is built for French training providers (organismes de formation), skills-assessment centres, coaching practices and independent trainers (formateurs indépendants). Subscriptions start at €59 excl. VAT per month, with no setup fee and a 15-day trial. B2B only — a French SIRET number is required. CAMEVA is in open beta and used in real conditions by its first customers. The following are not yet part of the product: certificat de réalisation, convention and convocation as generated documents, locked assessment questionnaires, electronically signed émargement, BPF reporting, and in-platform payment. We would rather say so here than let you find out after signing up.

Caminna CRM

Camp Captain

CANDID CRM

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.

Average Rating: 5.0/5.0

Total Reviews: 3

CA OFFICE AUTOMATION

Managing a CA or CPA firm requires complete visibility, control, and efficiency across clients, teams, and compliance workflows. CA Office Automation is an all-in-one, AI-powered practice management platform designed to streamline your entire firm’s operations—from task management and client communication to compliance tracking and reporting. It enables firms to centralize workflows, automate repetitive tasks, and collaborate seamlessly, ensuring every deadline is met and every client is managed efficiently. With built-in modules for task management, client management, document handling, payroll, and business analytics, along with AI-powered features like smart automation, intelligent insights, and automated audit trails, CA Office Automation helps firms reduce manual effort, minimize risk, and improve productivity. The platform also offers real-time dashboards, workflow automation, approval systems, and secure cloud access, giving firm owners complete control and visibility over operations at all times. By combining automation, AI intelligence, and practice management in one unified system, CA Office Automation empowers CA and CPA firms to deliver better client experiences, optimize team performance, and scale their practice with confidence.

Capable

Capable is a CRM for B2B sales and customer success teams. It connects to email (Gmail, Microsoft 365 or IMAP), calendars and video meetings (Zoom, Google Meet, Microsoft Teams and Webex), and logs emails, meetings, call recordings and transcripts against the matching contacts, accounts and opportunities. A Chrome extension shows the CRM record and shared notes next to people on LinkedIn. From this activity, Capable proposes updates to records, such as a deal stage, amount, next step or task. Each proposal shows the source it came from. A user approves or rejects the changes before they are saved, and every change is recorded in an audit log. Teams can work in the web app, which has pipeline boards, lists, saved views, reports, forecasts, tasks, sequences, quotes and subscriptions. They can also work through Claude or ChatGPT, which connect to Capable over an MCP server with 66 tools. Admins can add custom objects, fields and pipelines, limit which records each role can see, and set whether the assistant’s changes need review. Data can be imported from Salesforce, HubSpot or Attio. Customer records are stored in the EU.

Capim

A Capim é uma plataforma de gestão para clínicas odontológicas que reúne gestão, soluções financeiras e crédito ao paciente. Fundada em 2021, tem mais de 12 mil clínicas e dentistas e presença em mais de 400 cidades. O Capim Dash é o sistema de gestão: agenda, prontuário eletrônico, odontograma, anamnese digital, assinatura eletrônica e financeiro. É um plano único, com todas as funcionalidades, lembretes e confirmações de consulta pelo WhatsApp sem custo por mensagem e aplicativo para Android e iOS (agenda, pacientes, fichas clínicas, links de agendamento e documentos). A Camila Comunicativa, inclusa no plano, faz campanhas de reativação de pacientes inativos pelo WhatsApp da clínica. A Maquininha Capim, usada junto com o Capim Dash, lança cada venda no financeiro da clínica, ligada ao paciente. No Financiamento Capim, o paciente parcela em até 36x, a Capim analisa o crédito e a clínica recebe o valor à vista em até 3 dias úteis depois que o financiamento é aprovado; o risco e a cobrança ficam com a Capim. No Carnê Capim, o parcelamento é por boleto: a clínica define parcelas e valores, recebe conforme o paciente paga cada boleto e fica com o risco e a cobrança. Para clínicas e consultórios odontológicos que querem a gestão e o financeiro no mesmo sistema. Se a clínica depende de um recurso muito específico, vale confirmar na demonstração.

Capy

Capy is cap table management for founders. Track stakeholders, shares, options, RSUs, warrants, SAFEs and convertible notes; manage equity plans and vesting; model a priced round including SAFE conversion; keep board approvals and documents in a data room; and give each stakeholder a private view of their own holdings. Import a Pulley export in one click and export to Excel or CSV any time. The code is open source (AGPL-3.0), so you can self-host it. Capy's MCP server lets Claude, ChatGPT and other AI apps answer questions about your cap table and draft changes that an admin approves in Capy. One plan: $600/yr, unlimited stakeholders, no contract.

CareCircle

CareCircle is daycare management software that handles enrollment, billing, and a branded parent portal in one place. Parents enroll online, payments go straight to your Stripe account, and multi-location teams get granular staff permissions. Free for up to 20 children, then $2 per child per month. No setup fees or contracts. CareCircle has full MCP access so you can set up and manage your website with AI assistants.

CareDesk360

CareDesk360 is AI-powered clinic management software for clinics and small hospitals in India, built in Hyderabad by Ridgeveda Solutions Private Limited and trusted by 100 doctors. Front desks book appointments by time slot and see each doctor's schedule. Doctors write prescriptions from the clinic's own medicine list, with doses filled in, and patients receive a branded, e-signed prescription PDF on WhatsApp. Reception creates OPD bills and GST invoices in a minute, and hospitals manage beds, admissions, charges and IPD bills. Staff attendance and leave, real-time notifications and a patient portal are built in. Beyond software, the CareDesk360 team helps clinics grow: Google Business Profile, social media and online reputation management, so one partner covers a clinic's technology and marketing. Plans start at Rs 3,999 per month.