Best CRM Software - Page 82

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

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canisuivi

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.

CareOS

CareOS is on-device eMAR and clinical documentation software for small residential-care homes (RCFE/assisted living), run on the medication cart. CareOS is offline-first, and records are stored at the facility. The med-cart laptop and facility NAS/on-site backup are included in the price. By Rapid Response Software LLC, a Sacramento, California software company (we do not provide direct patient care). Currently in alpha testing in California; alpha is free. Care More. Click Less. CareOS.

CareVault

CareVault – Complete Hospital Management System (HMS) CareVault is an all-in-one Hospital Management System designed for hospitals, clinics, diagnostic centres, and multi-specialty healthcare facilities. It streamlines daily operations by bringing patient registration, appointments, OPD, IPD, bed and ward management, doctor consultations, pharmacy, laboratory, radiology, billing, TPA and insurance management, inventory, staff management, and financial reporting together on a single platform. With centralized patient records, real-time departmental coordination, automated workflows, digital prescriptions, diagnostic reports, payment tracking, and comprehensive MIS reports, CareVault helps healthcare providers reduce paperwork, minimize manual errors, improve operational efficiency, and deliver better patient care. The system also supports ABDM/ABHA integration, helping healthcare providers move toward connected, interoperable digital healthcare. Role-based access, activity logs, configurable workflows, and management dashboards provide better control, transparency, and visibility across departments.

Car Hire Manager

Car Hire Manager (CHM) is a cloud-based car rental management software designed to simplify daily operations for rental businesses. Manage bookings, fleet management, customer records, payments, driver management, maintenance, toll management, and financial reports into one dashboard. Users can manage new and recurring bookings, check vehicle availability, monitor fleet status, and view scheduled returns through the calendar. The system also supports GPS vehicle tracking, helping businesses monitor vehicle locations and improve fleet visibility. Its reporting and analytics features help users review business performance and make informed decisions. By keeping important operations in one place, CHM can reduce manual work, improve booking organisation, and support better customer service. It is suitable for car rental businesses looking to manage vehicles, bookings, and daily operations through a single digital platform.