Best CRM Software - Page 94

Csmart Telco CRM

Csmart Telco CRM is a comprehensive, AI-powered Customer Relationship Management platform developed by Covalense Digital, tailored specifically for Communication Service Providers (CSPs). It is designed to enhance customer engagement, streamline operations, and drive business growth in the telecommunications sector. 🔑 Key Features 360° Customer View: Provides a unified interface for managing customer data, enabling personalized interactions and improved service delivery. Product Catalogue Management: Allows CSPs to track product portfolios, create versatile bundles, and manage product specifications efficiently. Csmart Order Management: Utilizes advanced AI systems to handle complex order workflows, enhancing customer satisfaction and reducing time-to-revenue. Csmart Workflow & Assignment Management: Offers configurable workflows and auto-assignment of tickets to relevant teams, improving operational efficiency and customer support. Csmart Approval & Notification Management: Manages role-based approvals and triggers notifications through multiple channels, ensuring timely communication and compliance. Csmart Robust Security: Incorporates Identity and Access Management (IAM) to safeguard data against breaches and unauthorized access. Csmart Actionable Insights: Provides real-time analytics and performance metrics, enabling informed decision-making and proactive customer engagement. Covalense Digital 🌟 Business Benefits Enhanced Productivity: Automates routine tasks, allowing teams to focus on strategic initiatives. Improved Customer Experiences: Ensures swift order processing and efficient issue resolution, leading to higher customer satisfaction. Csmart +1 Covalense Digital +1 Faster Time-to-Market: Customizable workflows enable rapid introduction of new products and services. Csmart Effective Communication: Delivers targeted updates to internal teams and external stakeholders, facilitating better collaboration. Csmart In-Depth Insights: Offers immediate analysis of key performance indicators (KPIs), aiding in reducing customer churn and enhancing satisfaction. Csmart Telco CRM is part of Covalense Digital's broader Csmart suite, which includes solutions for Digital BSS, CX Management, Digital Marketplace, and more, all designed to support CSPs in their digital transformation journey. For more queries, email us at reachus@covalensedigital.com

CSOne

CSOne manages various field service works including the firsthand field investigation and repair works on site. Repair quotation and service reports are output through a mobile printer.

CSquare360

CSquare360 is an all-in-one Business Operating System and SaaS CRM designed specifically for Indian SMBs and growing enterprises. Key Modules & Features: • WhatsApp & Instagram Automation: Native Cloud API integration for automated customer reminders, lead routing, and conversational booking. • Restaurant CRM: Public QR digital menus, multi-select billing, low-stock inventory alerts, and automated table reservations. • Gym CRM: Member tracking, absentee triggers, and automated WhatsApp subscription renewal reminders. • NGO CRM: Project-linked financial ledgers, 80G tax receipts, and automated donor thank-you workflows. • Real Estate CRM: Meta & portal lead ingestion with instant speed-to-lead round-robin assignment. • School CRM: Admission inquiry tracking and automated tuition fee payment reminders. Website: https://csquare360.space Location: Bangalore, India Pricing: Free Tier / Demo Available

CSV to VCF Converter Software

CSV to VCF Converter Software is a Windows desktop csv to vcf converter that turns contact spreadsheets into vCard files. Give it a table exported from Google Contacts, Outlook, Yahoo or a plain Excel sheet, and it produces cards that phones, mail clients and CRM systems import. Everything runs locally, so the address book never leaves your PC. Unlike a quick web form, this csv to vcf converter copes with the messy input that real exports contain: semicolon or tab delimiters, Cyrillic or accented names saved without a byte order mark, and numbers scattered over several labeled columns. 🛠️ How to use it 1. Install the program and drop one or more CSV files, or a whole folder, into the list. 2. Check the delimiter and character set detected for each file, and override them if needed. 3. Open the column mapper, confirm which column fills each vCard field, and pick version 2.1, 3.0 or 4.0. 4. Choose a single Contacts.vcf or one card per person, set the destination folder and click Convert. ✅ Why IT and office teams pick it - Input encoding is recognized per file (UTF-8, windows-1251, windows-1252, GBK) and displayed before conversion. - Google and Outlook phone and email columns keep their type labels, such as mobile, home or work. - Street, city, region, postal code and country are assembled into a structured ADR field. - Version 2.1 output encodes non-ASCII text as quoted-printable, so older handsets and car kits show real letters. - Duplicate rows and rows without a name, phone or email are skipped. - A picture path stored in a column is read and embedded into the card. - Columns you did not map can be kept as X- properties. - A folder with subfolders can be processed in one batch. 👥 Who uses it People moving to a new smartphone, office administrators who keep a staff directory in Excel, and IT staff migrating lead lists between CRMs. It also fits anyone who wants to convert CSV to VCF, or get a CSV to vCard result, without uploading private data to a website, and help desk technicians who repeat the same export for every new hire. ❓ FAQ Are CSV and VCF the same format? No. CSV is a table with one contact per row. VCF holds vCard records with named fields that phones read directly. How do I convert CSV contacts to vCard? Add the file to the csv to vcf converter, review the mapping, choose a vCard version and click Convert. Most exports need no manual setup. How do I get the VCF into my contacts? Import it in Google Contacts, or open it from mail on iPhone or Android. Outlook takes one card at a time, so use the per-contact mode for it. Does it work offline? Yes. Conversion happens on your computer and no file is uploaded. 💾 Free trial: the csv to vcf converter handles 5 contacts per run until registered. Runs on Windows 11, 10, 8.1, 8 and 7, 32-bit and 64-bit.

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.