Best CRM Software - Page 90

Core Docket

Core Docket is docket, pricing and invoicing software, built in Australia, for businesses with a team of trades who go out and do the work while the office invoices the customer. It works for one person or a crew of any size, with no limit. We load your rate card for you. Prices follow how the work is measured: by the hour, the metre, the hole or the item. Concrete cutting and core drilling, where Core Docket started, are the most involved example: core holes by diameter and depth, sawing by the metre and depth, wall and track sawing. The crew pick the work on their phone, enter the measurement and the price is worked out, with your minimum charges, set-up fees, callout fees and after-hours loadings applied from the job's actual times. The customer signs on the crew member's phone, photos are attached, and the signed docket is emailed as a PDF on your letterhead. You choose which fields the customer sees. Finishing a docket creates a draft invoice from its priced lines. The office checks it and sends it to Xero or MYOB with account and GST codes, and in Xero the signed docket PDF is attached to the invoice. Using other accounting software? We build the connection where it's possible. The office also gets a schedule board by person, a map of the day's jobs, customers with their sites and contacts, combined invoices for a month of work, and reports such as core holes per customer per month. Quotes, timesheets, safety (SWMS, Take 5, toolbox talks and site packs), pre-starts, an asset register, equipment hire and stock are included at no extra cost. Core Docket is one plan with every feature included: no tiers, no add-ons, new features as soon as they're ready and free updates. Your data is stored in Australia. Setup is done by our team at no charge: we load your price list, rebuild your paper docket and add your logo and letterhead.

Corevia CRM

Corex CRM

Corex CRM is a free CRM for home-service businesses: HVAC, plumbing, electrical, roofing, lawn care, landscaping, pest control, cleaning, appliance repair and auto repair. It's built for an owner or office manager running a small crew who doesn't want to pay per seat for software the techs barely open. The free plan covers the daily loop. A lead pipeline tracks every inquiry from first call to booked job. Customer profiles keep jobs, estimates, invoices, messages and revenue in one place, with an AI summary of where each account stands. The schedule handles booking, tech assignment and job status, and techs get their own app for the day's work. Estimates are line-item proposals with tax that turn into jobs when the customer approves, and invoices can be paid by card. There's no user limit, no contact limit, no credit card required and no time limit on the free plan. What sets Corex apart is that you can run it from your AI assistant. Corex has its own MCP server, so an owner can connect ChatGPT, Claude, Grok or another AI assistant and ask things like "who hasn't paid this week?" or "move the Ortiz job to Thursday and give it to Dani." The assistant can look up customers and jobs, book and move jobs, record payments, change settings and draft estimates, invoices and customer texts. Owners can also text their Corex office number from their phone ("book Maria Lopez Thursday morning, dryer not heating") and Corex books the job and texts the tech. Every change is logged with an Undo, a connection can be set to read-only, and texts, invoices and estimates are shown to the owner before anything is sent. The agent connection is a $15 a month add-on, or free with any paid Corex plan. Corex makes money on optional AI modules that plug into the same customer records: an AI voice receptionist that answers and books calls, review requests, follow-up on open estimates and unpaid invoices, treatment reports for pest control, and more. Modules start at $79 a month each, bundles start at $279 a month, and each comes with a 30-day free trial and no contract on monthly plans. The CRM works fully without any of them. Trade versions are available for pest control, HVAC, plumbing, electrical, lawn care, cleaning, roofing, appliance repair and auto repair, with the fields and job types each trade uses. Getting started is a CSV import of your customers.

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

Cortox

Cortox AI replaces traditional CRM forms and menus with a conversational AI interface. Your team types what they need in plain language — the platform executes the entire workflow automatically. One instruction handles what used to take multiple steps: "Add Sarah Chen from Apex Solutions as a new customer, prepare a proposal for two units of Enterprise Plan, and send it to her by email." Customer created. Proposal generated. Email delivered. The platform adapts to any industry. Real estate agencies track property listings, construction firms manage project portfolios, retail teams handle physical inventory — each with terminology that fits their workflow, configured automatically during onboarding. Key capabilities: — Conversational CRM — manage, update, and search customer records without navigating forms — AI-generated proposals — unique client links, view tracking, and one-click approval — Lead Finder — surfaces potential customers based on your existing client profiles — Bulk import — onboard existing contact lists via Excel or CSV in minutes — Sector-agnostic — works out of the box for any business model Built for growing teams who want CRM to work the way they actually think.

Corvus

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

Corvyn Labs

couteau

couteau.io is a restaurant reservation and table management software built in Paris by restaurant owners, for restaurant owners. It is made for independent restaurants, bistros, brasseries and wine bars in France. The team interface is in French; the guest booking page speaks French, English, Spanish, Italian, German, Dutch and Portuguese. It started with a painful sum. At Barbo, a 40-seat bistro in Paris, the previous booking software cost €169 a month before VAT: the margin of about 50 covers, every month, just for a subscription. So Maxime, Barbo's co-founder, built his own tool. couteau.io now runs every service at Barbo. What couteau.io does: • Online bookings: a booking page in the restaurant's name, a widget for its website, a QR code, and a link for its Google Business Profile and Instagram bio. Tables are assigned automatically according to the restaurant's own rules; large parties send a group request instead. • Live floor plan: drag a booking onto a table, combine up to three adjacent tables, seat a walk-in in one move. • Automatic waitlist: when a table frees up, it is offered to the first guest on the list, in order of arrival, without promising it twice. • Guest book: visit history, allergies, special occasions. Import an existing guest list from a CSV file without creating duplicates, and export it at any time. • Guest emails: confirmations, reminders and cancellations go out automatically with the restaurant's name, logo and colour, with a link for guests to change or cancel their booking online. • Analytics: covers, no-shows, booking sources and walk-ins, by service and by week. • Day-to-day tools: a printable service sheet, team accounts, several venues under one login, and an app that installs on the home screen of a tablet or phone, with nothing to download from an app store. Two optional add-ons: the Prize Wheel, a QR-code game with prizes and single-use codes that gives guests a reason to come back, and Review Requests, an email sent after the visit that invites guests to review the restaurant on Google. Pricing is simple: €29 a month per venue, VAT included, plus €5 a month per add-on. No per-cover fees, no commitment, cancel at any time. The free trial includes every add-on and needs no credit card. Data is hosted in France. Cut costs, not portions.

couteau.io

couteau.io is a restaurant reservation and table management app built in Paris by restaurant owners, for restaurant owners. Its founder runs Barbo, a 40-seat bistro, where the old booking software cost the margin of about 50 covers a month. couteau.io brings online bookings with a booking page and website widget, a live floor plan, an automatic waitlist, a guest book (visits, allergies, occasions), confirmation and reminder emails, and weekly analytics on covers and no-shows. It costs €29 a month per venue, VAT included, with optional add-ons at €5 a month (a QR-code prize wheel and Google review requests). No per-cover fees, no contract, 14-day free trial without a card. The interface is in French.

CovioIQ

CovioIQ is insurance broker CRM software for brokerages in Canada and the United States. It brings client records, policy tracking, renewal management, activity logs and tasks into one platform. Brokers can organize contacts, track active policies, monitor upcoming renewals and record client interactions. Shared records and task management help teams coordinate follow ups and maintain visibility across their book of business. CovioIQ is developed by Brainfy AI Inc.

Coworking OS

Coworking OS is coworking space management software for India, built inside Spellbound Coworking in Hyderabad and used there every day. It runs the business side of coworking spaces, managed offices and virtual office providers in one app. Rent and billing: monthly invoices with Pay Now links (Razorpay, Cashfree, Zoho Payments) and a UPI QR with an "I've paid" button, WhatsApp and email reminders, receipts and statements, billing autopilot, part payments and arrears. Members and cabins: deposits, agreements and notice periods, desk and virtual office members, Excel import. Leads to agreements: a pipeline from enquiry to proposal to a leave-and-licence agreement signed online. Bookings: meeting rooms and hot desks, booked by members or by walk-ins on a public page that takes payment. Also included: a WhatsApp Business inbox, business email on your own domain, front desk (visitors, parcels, notices, Wi-Fi codes), community (events, perks, member board, directory), member surveys with NPS, helpdesk, assets, books and P&L per bank account with invoices that carry your GSTIN, an accountant kit with TDS and Tally/Zoho export, centres for several buildings, a member app, and an AI connector so Claude or ChatGPT can answer questions about your space. Every plan has every feature and unlimited staff. From Rs 1,999 a month, with a 30-day free trial and no card.

Coworking Space Management Software

Meshfloor is an AI-powered workspace management platform designed for coworking spaces and managed office operators. The platform helps workspace operators streamline their day-to-day operations, manage memberships and space bookings, simplify billing and invoicing, and gain better visibility into occupancy and business performance. Meshfloor brings essential workspace management workflows together in one platform, helping operators reduce manual administrative work, manage member experiences, and make informed business decisions. Built for the needs of coworking spaces and managed offices in India, Meshfloor aims to simplify workspace operations and support business growth through technology and automation. Founded in Chennai, India, Meshfloor focuses on helping flexible workspace operators manage their operations more efficiently through a connected, AI-powered platform.

CoWorkRM

CoWorkRM is coworking management software built for Indian operators. One app runs a coworking or managed-office space end to end. Most Indian coworking spaces run on five tools and a spreadsheet: a personal WhatsApp for enquiries, a JustDial phone, Excel for members, a paper visitor register and a separate payroll file. Leads leak between them and invoices go out late. CoWorkRM puts the whole space in one app. Every enquiry, from WhatsApp, Google Ads, Meta lead forms, JustDial, a phone call or a walk-in, becomes a lead with an owner and a next action. The official WhatsApp Business API inbox lets the whole team reply from one number with Meta-approved templates. Calls route through a cloud IVR or the space's existing PBX and are logged on the contact. Members, plans, agreements and deposits are managed in one place. Invoices go out on the 1st with GST, with payment links and automatic reminders. Visitors check in by QR and the host is notified. Meeting rooms and day passes are booked from one calendar. Staff attendance, leave and payroll run in the same app, and brokers get a partner login to track their referrals. Built by a coworking operator in Patna and used on live floors every day. Web and Android, data stored in India, priced per location in INR from ₹2,999/month, with a 30-day free trial. For coworking, managed-office and virtual-office operators with 1 to 20 branches.

CPro360 - residential construction management software

CPro360 is construction management software built only for residential builders: custom and semi-custom home builders, remodelers and general contractors with 2 to 20 employees. Run every job from one place: a critical-path schedule with trade dependencies and residential templates, budgets on your cost codes with committed costs and cost-to-complete, change orders that revise the budget on approval, estimating from templates with bid packages and side-by-side leveling, daily logs, RFIs and inspections from the field. Subcontractors get a free portal and native app on every plan, with no per-seat fees. Growth and Pro add a homeowner portal, AI capture of receipts and invoices, and weather alerts from a 14-day forecast with one-click rescheduling. Pro adds two-way QuickBooks Online sync, QuickBooks Desktop via the Web Connector, bank reconciliation and AI estimating from plans. English and Spanish, offline on site. Published pricing from $49 a month, 30-day free trial with no credit card, and a done-for-you migration from Buildertrend or CoConstruct.

CRAIM

CRAIM is an AI CRM with AI employees built in. An AI employee replies to every lead within seconds, day or night, in every channel the business connects. It answers from the company's own price list, catalog and documents, qualifies the lead, books the meeting and keeps every conversation and deal in one pipeline, while the team sees everything and can take over at any moment. Each AI employee works in one of three modes: manual, copilot (it drafts, a person approves) or autopilot. For Shopify stores, the AI support employee checks the customer's live order before it replies. 14-day free trial, no card required; plans from $9/month.

Average Rating: 5.0/5.0

Total Reviews: 1