Best CRM Software - Page 87

Cobalt CRM

Coclico

CoContractor

CoContractor is roofing software in an iPhone app. It runs the job from the storm to the signed contract: storm and hail maps, door knocking, inspection photos and reports, roof measurements, estimates with e-signature, invoices paid by bank, and team chat, all on one property file the whole team shares, with an AI assistant named Brigg built in. Built for roofing companies, from solo roofers to companies with many locations and hundreds of reps, on retail and insurance jobs. Storm and hail maps: free hail maps for the US, with live hail swaths from NOAA radar, storm alerts by state and hail size, and every storm ranked by the properties it hit. Most addresses have up to five years of hail history, and a storm's hail area becomes a territory for your reps. Door knocking: one tap logs the knock with GPS, Next door opens the next property to knock, and territories split up the map. Knocks, notes, photos, and new properties save without signal and send when the rep is back online. Managers see doors knocked, inspections booked and done, and signed jobs by rep, with a leaderboard. Photos and reports: photos land on the property with spoken captions and markup, and CoContractor builds a branded inspection report with the storm history, sent by email and text. You see when it's opened, and the homeowner can pick a time for the next visit from the report. Proposals: measure the roof on the map with the 3D scan, order EagleView or 1ESX, or upload a report you already have. Quantities come from the measurements and prices from your pricebook, and the homeowner picks good, better, or best and signs on the rep's phone. The signature is time-stamped and located, the three-day cancellation notice is in the contract, and the signed copy is emailed and filed. Insurance jobs: share the carrier's claim from email or a picture of the paper copy, and the app's AI reads it into the estimate: the lines for the main building and other structures, RCV, depreciation, ACV, the deductible, and the net claim. Getting paid: invoices go out from the property, the homeowner pays by bank transfer on a page with your company's name, and QuickBooks Online stays current. Your team: channels, direct messages, and a conversation on every property, a calendar with Google Calendar sync, and roles, with a team for each location. Brigg, the AI built into the app, answers from the company's own account. He books inspections, sets up EagleView orders, writes team posts, and prints reports, each as a card the rep checks. Nothing happens until the rep taps. Pricing: the Field plan is $119 a month with one seat included, $40 a month for each extra seat, and $15 of AI a month included, with more in $10 packs. 14-day free trial, then month to month: no contract, cancel anytime.

coconutbox CRM

cocrm.ai

cocrm.ai — AI-native CRM for iGaming iGaming operations. One intelligent platform. cocrm.ai is a cloud-based CRM and player engagement platform for online casino and sportsbook operators. It connects CRM, automation, risk and fraud, marketing and communication in one operational workspace. WHO IT IS FOR Built for operator teams working across CRM, retention, marketing, affiliates, risk, finance and player support. Modules and integrations are scoped to the operator’s needs and selected package. CORE CAPABILITIES • Player management: player profiles, activity history and a 360-degree view of the player relationship. • Bonus automation: rule-based bonus workflows, eligibility and player engagement processes. • Affiliate management: affiliate tracking, commission reporting and link masking. • Risk and fraud: rule-based detection and operational monitoring to help teams review suspicious activity. • Segmentation and journeys: behaviour-based audiences, triggers and automated player lifecycle workflows. • Reporting: financial, operational and performance dashboards for day-to-day decisions. • Social media management: manage social operations and channel performance from a central panel. COMMUNICATION IN CRM CONTEXT cocrm.ai Connect brings player communication and internal collaboration into the CRM workspace. Available channels and modules include live chat, WhatsApp, Telegram, mailbox, social inbox, human calls, AI calls, IVR and team chat. Scope and licensing depend on the selected modules and integration requirements. BRAINOS — EARLY ACCESS BrainOS is the AI layer for operator teams. Ask questions in plain language, receive answers with sources and review proposed actions before approving them. BrainOS is offered in early access within Enterprise scope. SMART WIDGET & ATLAS — EARLY ACCESS Smart Widget brings player support, the Atlas assistant, bonus interactions and gamification to the operator’s website. It is available in early access for Professional and Enterprise scope. INTEGRATIONS & LANGUAGES The integration ecosystem includes GR8 Tech, Digitain, EveryMatrix, BetConstruct and SoftSwiss, alongside communication services such as Telegram, Twilio and WhatsApp. Integration availability and implementation scope are confirmed during analysis. Supported languages include English, Turkish, Spanish and Portuguese. PACKAGES Starter — USD 999/month + USD 999 one-time setup. Core CRM for a single brand, including player management, finance tracking, standard reports and a choice of Bonus Engine or Affiliate & Link Masking. Professional — USD 1,749/month + USD 1,749 one-time setup. Includes Starter scope, Bonus Engine and Affiliate & Link Masking together, rule-based Risk & Fraud detection and behavioural segmentation. Enterprise — custom quote for custom integrations, modules, infrastructure and contract requirements. Each brand is licensed and scoped separately. Starter and Professional use a 12-month contract, a fixed monthly fee and a one-time setup fee. IMPLEMENTATION Starter setup is targeted at 14 business days. Professional setup is targeted at 21 business days where the relevant provider integration already exists. Delays or force majeure may extend delivery to 30 business days. New provider integrations and custom requirements are scoped during analysis. EXPLORE & REQUEST A DEMO Website: https://cocrm.ai/ Packages: https://cocrm.ai/pricing/ BrainOS: https://cocrm.ai/brainos/ Smart Widget: https://cocrm.ai/widget/ Business enquiries: hello@cocrm.ai

CodelystCRM Platform

CodelystCRM Platforms Private Limited delivers enterprise-grade, scalable, and fully customizable CRM solutions for global businesses. Designed for Sales, Marketing, Support, and HR, our platform enables companies to streamline operations, scale globally, and improve customer experience.

Codx360 CRM

Cogo Site

Cogo Site is an AI-assisted website builder for small businesses, founders, and teams. Create a professional business website using editable industry templates, then refine the text, images, sections, and visual styling in a visual website editor without writing code. Publish multi-page, multilingual sites to a hosted subdomain and manage site pages from one dashboard. Custom domains and larger publishing limits are available on eligible paid plans. Pro workspaces can access Forms & Submissions, CRM for website leads (with explicit contact mapping), Knowledge Base, and AI Customer Service according to feature availability and plan entitlements. A free plan is available for getting started. Built-in online checkout, appointment booking, and email campaigns are not included.

Cogover CRM

Cogover CRM is a customer relationship management and sales management platform built on a No-code/Low-code foundation with integrated AI. Developed by Cogover LLC, headquartered in Delaware, USA, with offices in Hanoi, Ho Chi Minh City, India, and the UAE, the platform serves over 3,000 businesses across financial services, telecommunications, education, retail, and manufacturing from startups to enterprises. Cogover CRM enables sales teams to manage the complete sales lifecycle within a single workspace. Core functionality includes lead management with automated classification, assignment, and routing; visual sales pipeline tracking for accounts, contacts, and opportunities; contract and quotation management with built-in document templates; multi-channel customer data unification from web forms, email, chat, social media, and call center; fully customizable reports and dashboards; and a mobile application on iOS and Android for field sales operations. The platform integrates AI to power smart search, automated data extraction from emails and documents, intelligent suggestions for sales decision-making, and AI-assisted follow-up reminders. It connects with Gmail, ERP, HRM, and other business systems through Cogover Process, the platform's workflow automation engine. Cogover CRM is designed for businesses that need a flexible, fully customizable CRM without heavy IT investment. Unlike traditional packaged CRM solutions with fixed feature sets, Cogover allows business users to design and modify data objects, fields, interface layouts, workflows, and multi-level approval processes through a drag-and-drop builder without writing code. This enables organizations to configure the system to match their specific sales methodology and operational processes, and adapt it as their business evolves, reducing dependence on developer resources and rigid software systems.

Coherence

Coherence is a flexible workspace platform that adapts to how your business actually works. Instead of forcing you into rigid pipelines, Coherence lets you create any data structure you need and connects everything through email, calendar, and automation.

Coheris CRM Suite

CoiPatrol

CoiPatrol is certificate of insurance tracking built for the office admin, not the insurance department. Upload a subcontractor's ACORD 25 PDF and CoiPatrol extracts the carrier, policy numbers, coverage limits, and effective and expiration dates automatically. It then checks every policy against the requirements you set and explains any gap in plain English, for example: "General liability aggregate is $1,000,000. You require $2,000,000." Your dashboard shows every subcontractor as green, yellow, or red, so you know in one glance who is covered, who expires soon, and who is a risk on site. Renewal reminder emails go out automatically at 30, 14, and 7 days before expiration and on the day itself, branded as your company, with you copied on the final notices. When your premium audit arrives, export a ZIP of every certificate plus a coverage-window spreadsheet for any date range. Most COI tracking platforms are quote-only and cost hundreds of dollars a month after a sales call. CoiPatrol's pricing is public: free for up to 10 subcontractors with no credit card, $49 a month for up to 50, and $99 a month for up to 150. Flat pricing, no per-vendor fees, no onboarding weeks.

CollabCRM

A comprehensive work management software built to simplify the way IT businesses operate. With dedicated modules for recruitment, human resources, sales, and project management, it replaces scattered tools with a single, streamlined platform. By uniting your teams and workflows, CollabCRM boosts efficiency, ensures transparency, and creates a collaborative environment where projects move forward faster. Schedule demo to know how CollabCRM can transform your business.

Collaboration Capital

Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management and collaborative features - Data enrichment - Contact of M&A targets, to collect their feedback on the operation. More than 10 000 companies in 120 countries use the platform, like Nestlé, Pfizer, Liebherr, L'Occitane, etc.

Colvy

Colvy is an AI-powered customer communication and business management platform that brings conversations, customers, and daily operations together in one place. Built for businesses of all sizes, Colvy unifies phone calls, SMS, email, Facebook Messenger, Instagram, and other supported communication channels into a shared inbox, helping teams respond faster and deliver better customer experiences. Colvy goes beyond traditional CRM and help desk software with AI-powered agents, customer contact management, team collaboration, task management, workflow automation, forms, customer feedback, and business insights. Businesses can also connect ecommerce platforms such as WooCommerce and Shopify to bring customer conversations and order information together, subject to available integrations. From managing enquiries and following up with leads to supporting customers and automating repetitive work, Colvy helps businesses simplify operations, improve responsiveness, and build stronger customer relationships. Learn more at https://colvy.com