Best CRM Software - Page 94

Contruva

Contruva is business management software for contracting and trades companies. It combines marketing, lead management, job operations and billing in one workspace, with an AI assistant that can carry out tasks in the software on the user’s behalf. During setup, the contractor enters business details, services, branding and job photos. Contruva then generates a business website, drafts social media posts and sets up lead capture forms. The website stays in sync with the business’s photos, reviews and services, and includes automated SEO pages and a website chatbot. Core features include: Marketing: website builder, SEO automation, social media scheduling, review requests and Google Business Profile updates Lead management: AI phone receptionist, website chat, lead forms and a shared inbox for calls, texts and messages Operations: quotes, scheduling, jobs, crew management, time tracking, daily logs, change orders and materials Billing: invoicing, online payments, expense tracking and job costing The built-in AI assistant can be used in the app or by text message. It can create quotes, schedule work, draft posts and send follow-ups using the business’s existing data. Users choose which automations run on their own and which need approval.

Conversify

Conversify is an AI-powered receptionist platform that automates customer communication for private practices and service businesses. It centralizes messaging across WhatsApp, Instagram, email, and web chat into one inbox, enabling 24/7 automated responses. Key features include appointment booking, lead qualification, patient intake forms, and insurance collection. Its memory-based AI builds detailed customer profiles, learns from message history, and adapts its tone to match the practice's style. Healthcare tools include HIPAA-compliant data handling, medical coding, and insurance workflows. Additional features include Google Calendar sync, contact management, analytics, and team collaboration. Plans offer unlimited user seats, with optional add-ons like video consultations, voice transcription, email integration, custom branding, and multi-location management.

ConvertAI

ConvertAI is a WhatsApp-native CRM and AI Sales Automation platform for businesses that sell through WhatsApp. It centralizes conversations, leads, and pipelines inside WhatsApp, and uses AI to qualify leads, follow up automatically, and help close more sales without relying on generic chatbots. Key capabilities include a visual sales pipeline (Kanban) built for WhatsApp conversations, AI-assisted lead qualification and follow-up, a shared team inbox for WhatsApp, analytics dashboards, and integrations to keep sales teams organized and responsive. ConvertAI targets small and medium businesses in sales-driven industries (retail, real estate, services, education, and more) that want to convert more WhatsApp conversations into paying customers.

ConvertedCRM

Cool Life Business Management Platform

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

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.

Corenio

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.

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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.