Best CRM Software - Page 94

Cubalo

Cubalo is web-based software for moving companies that replaces the in-home site survey with a video survey filmed by the customer. The company sends a link by text message or email from its dashboard, or the customer requests one from a button placed on the mover's website. The customer films their home in a single video on their phone, with no app to install and no account to create. The video analysis produces a file that is ready to quote: a furniture inventory item by item with photo, dimensions and volume, total volume in cubic meters, estimated number of boxes per room, a floor plan, door widths and items to dismantle, a truck route with tolls and height limits, a recommended truck from the company's own fleet and an estimated fuel cost. Each item carries a confidence score, so the mover only reviews uncertain items, corrects them in one tap and exports the file as a PDF to attach to the quote. The software calculates a volume, never a price, and the company keeps its own pricing. The customer journey is white-labeled with the mover's name and colors. The Cubalo Pro mobile app also lets movers film on site during a traditional visit, with a 3D model on compatible iPhones. Videos are processed on servers located in France.

Cubby

Cubby is a document collection portal for US CPA firms, under the firm's own name, logo and colours. The firm builds a checklist for each client from 132 US tax document types: W-2s, 1099s, K-1s, foreign bank statements and more. The client sees one labelled box per document, with the bank and the last four digits of each account. When a file lands in the wrong box, Cubby tells the client at once, in a plain sentence that names what they uploaded and points at the right box. One click keeps it anyway, and the firm sees a flag. The client is never blocked. Cubby reads only the form number and tax year printed on a PDF to do this. There is no AI, and no client document is sent to any outside service to be read. The firm also gets automatic or manual reminders that list only what's missing, a dashboard of what needs attention, five roles with permissions it sets, an activity log on both sides, exports named its way, and returns sent back for signature with every signer tracked. Flat yearly pricing, with unlimited seats from the Firm plan up.

Cubo Chat

Cubo Chat is a cloud-based WhatsApp customer service platform with CRM and AI for businesses. It brings WhatsApp, Instagram, Facebook Messenger, Telegram and other channels into a shared inbox, with team queues, routing and conversation history. Its CRM organizes sales opportunities in visual pipelines, while automation and AI help teams handle inquiries, qualify contacts and hand conversations to human agents. The platform supports the official WhatsApp Business API and offers reporting, integrations and guided implementation.

Curbsight

Next generation of end - end CRM for roofing contractors

CURSOR-CRM

Customer Connect CRM

Customer Connect CRM is a streamlined customer relationship management system designed to help small and medium-sized businesses efficiently manage customer inquiries and sales processes. By consolidating all leads into a single, user-friendly platform, it enables faster follow-ups and reduces administrative overhead, allowing sales teams to focus on closing deals and fostering customer relationships. Key Features and Functionality: - Unified Lead Management: Collects inquiries from various channels, including web forms and emails, ensuring all potential leads are centralized and easily accessible. - Customizable Sales Pipelines: Offers the flexibility to tailor sales processes with custom steps, tags, and fields, aligning the CRM with specific business workflows. - AI-Powered Automation: Utilizes artificial intelligence to automatically populate contact details and relevant information from incoming messages, minimizing manual data entry and reducing errors. - Intuitive User Interface: Designed for simplicity, the platform requires no extensive training, enabling quick adoption and efficient use by teams of all sizes. - Integration Capabilities: Seamlessly connects with existing tools and systems, such as email platforms and project management applications, to create a cohesive workflow. Primary Value and Solutions Provided: Customer Connect CRM addresses common challenges faced by businesses in managing customer interactions and sales pipelines. By centralizing all inquiries and automating routine tasks, it eliminates the risk of missed opportunities due to scattered information or slow follow-ups. The platform's simplicity ensures that teams can focus on engaging with customers and driving sales, rather than navigating complex systems. Its affordability and ease of use make it an ideal solution for businesses seeking to enhance their sales processes without incurring high costs or requiring extensive technical expertise.

Customer Engagement Suite

CustomerFlows

CustomerFlows is a modern, AI-powered CRM designed specifically for lead-driven businesses, including Home Services and Tour Operators. It eliminates messy setups and provides a 360-degree view of your customer journey from the very first click to the paid invoice. Unlike bloated enterprise CRMs, CustomerFlows focuses entirely on what moves leads through your pipeline. It features an AI Lead Qualifier that engages prospects 24/7, a Provider-Independent Unified Inbox that captures messages across Web Chat, WhatsApp, and Email, and deep Marketing Attribution that automatically feeds offline revenue data back to Google and Meta. CustomerFlows offers flat, predictable monthly pricing with unlimited contacts and zero per-seat fees, making it highly scalable for growing teams. Key Capabilities: • Instant AI Lead Qualification: A 24/7 AI copilot greets incoming leads on WhatsApp, email, or chat, asks industry-specific qualifying questions, and logs information cleanly into your system instantly. • Provider-Independent Unified Inbox: Never get locked into a single communication tool. Manage web chat, WhatsApp, and email conversations sequentially in one central layout. • Visual Revenue Pipelines: Drag-and-drop tracking maps out your exact workflow from initial inquiry to final paid invoice, complete with AI summaries on every deal card. • True Marketing Attribution: Track Profit Return on Ad Spend (PROAS). CustomerFlows bridges the gap between ad spend and closed revenue, automatically feeding conversion metrics back to Google and Meta.

Customermates

Customermates is an open-source CRM built for small B2B teams that already use AI. Instead of typing into forms, your team works inside Claude, ChatGPT, or Gemini while the CRM updates automatically in the background. Deal stages move, follow-ups get drafted, and contact notes stay current without anyone logging in to update them. Most CRMs fail because reps avoid the data entry. Customermates removes the entry barrier entirely by making the AI tools your team already trusts the interface for the CRM. After a call, you tell Claude what happened and the deal, notes, and next action are updated. The pipeline finally reflects reality. Underneath the automation sits a clean, modern CRM with contacts, deals, organizations, services, and customizable pipelines. No bloat, no modules you will never use, just the core entities a small sales team actually needs. Pricing and deployment - Free to self-host via Docker (AGPL-3.0) - EU-cloud hosted from €9 per user per month - Setup takes about two minutes, no migration, no consultants Who it is for Small B2B teams (2 to 20 people) that have tried a CRM before and stopped using it, or are adopting one for the first time and want it to work with their AI workflow from day one. Key facts - Native integration with Claude, ChatGPT, and Gemini - 54 MCP tools for agent-driven CRM access - Open-source under AGPL-3.0 - Made in Germany, GDPR-compliant by default - Self-hostable

CustomerNearMe

CustomerNearMe is a B2B lead generation and prospect management platform that helps businesses discover local businesses by category and location. Users can find potential customers, organize prospects, manage leads through an 8-stage pipeline, export lead data to CSV, and track follow-ups in one place. It is designed for sales teams, digital marketing agencies, and businesses looking to simplify local business research and prospecting.

Customer Relationship Management Software

With years of commitment, we've designed a solution for sales professionals and businesses alike. Our CRM software simplifies sales processes, centralizes data, and provides intuitive visualization of your entire sales pipeline, guaranteeing effective deal closure.

CVenture

Cyferd

Cyferd is an AI-native Business Orchestration Automation Platform built to transform the way enterprises innovate, scale, and connect their operations. Designed for business leaders who want to move beyond fragmented systems and rigid software, Cyferd provides a unified environment to orchestrate processes, automate workflows, and build enterprise solutions that evolve with your business. At the heart of the platform is Neural Genesis, Cyferd’s proprietary AI engine. Its Agentic AI capabilities take automation beyond simple workflows, streamlining complex processes and removing manual, laborious tasks. This empowers enterprises to achieve faster outcomes and lasting competitive advantage. Unlike traditional tools that create silos, Cyferd is built on a unified data layer. Every new application draws on the same data foundation, ensuring that information flows seamlessly across departments, systems, and business units. This approach reduces duplication, improves compliance, and allows enterprises to build faster without sacrificing accuracy or security. Cyferd also makes integration simple—connecting with your existing tech stack, including Salesforce, Sage, and Workday. Whether augmenting existing systems, customizing processes, or automating around legacy infrastructure, Cyferd ensures that transformation enhances your current investments rather than disrupting them. The platform’s modular architecture enables a composable approach to enterprise solutions. Start with a single process—such as employee onboarding, clinical trial management, or incident reporting—and expand into interconnected applications that scale across the business. Each module builds on the same foundation, allowing enterprises to grow organically while maintaining speed and control. Cyferd is trusted by some of the world’s most recognized organizations across industries including aerospace, defense, manufacturing, healthcare, retail, telecommunications, and financial services. These companies rely on Cyferd to accelerate innovation, improve efficiency, and future-proof operations against constant change. With Cyferd, business leaders gain more than a platform—they gain a partner in transformation. The result is faster innovation, lower costs, and a more agile enterprise that can adapt instantly to new challenges and opportunities.

Average Rating: 5.0/5.0

Total Reviews: 1

Daily Technology

We provide web development, business systems and tailored internal tools for businesses across different industries

DalTrak

Electrical estimating and contractor management software for commercial electrical contractors and electrical subcontractors. Estimators complete takeoffs for feeders, conduit, fixtures, and devices, price bids from shared assemblies, request and compare vendor quotes, and send proposals with award tracking. Awarded bids convert into projects without re-entering data, where teams manage RFIs, change orders, and project files, schedule crews and equipment, check warehouse inventory before purchasing material, and track invoices, payables, and receipts for each job. Project analytics compare jobs side by side to show which ones made money. Each subscription covers one business location with unlimited users and includes guided onboarding and phone support.

Average Rating: 5.0/5.0

Total Reviews: 1