Best Web-Based CRM Software of 2026 - Page 37

Grow In Cloud provides a complimentary and user-friendly customizable client site that enables visitors to schedule appointments, exchange documents, process online payments, and much more. For those with an existing website, our live web widget can be easily integrated, facilitating appointment bookings and lead capture. This live web widget serves as an excellent tool for gathering information on prospective leads, thereby boosting the likelihood of converting them into loyal customers through timely responses. Our instant notification feature keeps you updated with real-time alerts whenever new contact forms are submitted via the live web widget. Additionally, Grow In Cloud's online invoicing allows you to create and dispatch invoices from virtually any location, greatly improving your efficiency and client interaction. With our straightforward invoicing tool, you can save valuable time while enhancing communication with your clients. Furthermore, Grow In Cloud simplifies the payment process, enabling you to receive funds instantly through our online payments solution. We ensure seamless compatibility with payment gateways like PayPal and Stripe, allowing for multi-currency payment processing with minimal fees, making it a practical choice for businesses of all sizes. This comprehensive approach ultimately streamlines your operations and enhances customer satisfaction.

Semrush CRM serves as a complimentary, comprehensive customer relationship management solution tailored for digital marketing agencies, freelancers, consultants, and various service-oriented businesses. This tool simplifies the process of client management, enables the handling of numerous client projects simultaneously, and facilitates the creation and execution of sales and marketing initiatives. With Semrush CRM, agencies can enhance their efficiency in acquiring new clients while ensuring the satisfaction of their current clientele. It equips users with the ability to: Integrate sales metrics with client project details Delegate specific clients to team members Develop customer profiles that include essential data and contact information Make brief notes and establish pertinent statuses for clients Incorporate links to useful resources associated with customers, thereby improving overall client engagement. Additionally, its user-friendly interface ensures that all features are easily accessible, making it a valuable asset for any service-oriented organization looking to streamline their operations.

Streamline every aspect of your interactions with prospective clients, starting from marketing initiatives to scheduling business meetings and generating fresh sales prospects. Utilize a unified platform that provides comprehensive insights into customer information. Recognize clients who require additional support and initiate customized communication strategies tailored to their needs. Direct your sales efforts towards those customers who have shown interest in acquiring your offerings. Having precise and trustworthy data is crucial when making informed decisions. The dashboards within your customer management software furnish essential information regarding all sales activities. Activate your trial account today and don't hesitate to seek help from our dedicated support team. Additionally, leveraging these tools can significantly enhance your overall sales effectiveness and customer relationships.

Arrange and allocate tasks while allowing Mokapen to keep you updated on your schedule. You can sort by team or member for your review sessions, and see all your tasks organized visually in a Kanban format. This interactive display allows for easy movement and management of tasks. Build your organization and collaborate freely with anyone, whether they are part of a large corporation, a medium-sized business, or a freelancer. Keep track of deadlines seamlessly using a distinctive CRM platform that works for both office and remote environments, ensuring you stay organized at all times. Enhance your efficiency and streamline your workflow, as automated processes will handle everything else for you, freeing up valuable time for your team to focus on what matters most. Embrace this system to elevate your productivity and collaboration to new heights.

Transform your entire enterprise with Wurkzen, harnessing advanced CRM functionalities powered by AI, which simplifies online estimates and invoicing. Increase your conversion rates for sales opportunities while streamlining your marketing strategies. Effortlessly manage your clientele with the most user-friendly CRM available on the market. Operate your complete business using a single, intuitive platform and application. Create a business website equipped with features that drive revenue. Obtain essential services such as business email and storage solutions. Enjoy significant savings in both time and money while alleviating frustration. With Wurkzen, you can oversee your business comprehensively from one login, one dashboard, and one integrated platform. Revenue performance management (RPM) automates routine tasks to enhance your financial growth. Wurkzen's RPM leverages AI to optimize your marketing, sales, and operational processes. This innovative RPM provides you with transparent insights into your customers and the sales they generate. Gain a deeper understanding of customer statuses through analytics, sentiment analysis, and automation, all designed to mitigate the risk of customer loss and negative reviews while enhancing retention strategies.

DAXRM, the first digital agency extended relationship manager solution, was created by marketers for marketers. DAXRM gives you access to all campaign analytics. Discover PPC, social media and organic campaign performance. Track traffic and conversions. Identify opportunities. With the Google Looker Studio Integration, you can create customizable reports with the click of a mouse. White labeling allows you to create branded reports that are impressive and compelling. With DAXRM, you can track your ranking for any keyword in any location on any device. Compare time periods, analyze rankings fluctuations, check Google positions, and gain actionable insight into your SEO campaign. DAXRM's marketing connectors include Google Ads and Analytics (GA), Facebook and Instagram (FB), Bing, Xero and many more.

Schedule Messages, Automatic Reply, CRM Integration, AI ChatBot. WAPlus is an all-in-one WhatsApp CRM supercharge your WhatsApp productivity.

The Reviews & Messaging Solution for Local Enterprises. Paddle CRM serves as a comprehensive online tool designed for local enterprises, equipping them with essential features for lead generation, customer interaction, review management, and payment processing. This platform enhances customer acquisition, boosts ratings, fosters a strong reputation, accelerates payment collection, and facilitates effective communication with clients. Among its key offerings are: Automated online review management: Streamline your review requests, manage all responses from a single dashboard, and enhance your overall ratings. Direct messaging capabilities: Engage with customers through various channels, including text messaging, Facebook Messenger, Google Messages, and an integrated webchat. Secure payment collection: Effortlessly gather payments by sending a secure payment link to customers' mobile devices. Comprehensive CRM functionalities: Broaden your customer base with tools like lead importation and enhanced client communication features, ensuring a more robust engagement strategy. Paddle CRM ultimately empowers local businesses to thrive in a competitive landscape.

Gauss Box, an innovative cloud platform, harnesses the power AI technology to revolutionize business processes. You can manage your day-to-day business, plan for success and use intelligent workflow processes. *Gauss Box Sales & CRM* is a business solution that provides a comprehensive tool to plan, execute, and track sales activities in your organization. To increase your sales, you need to understand and manage the entire sales process. You can tailor your marketing strategy and engagement tactics better if you have full control over your potential customer database. Lead generation and identifying new opportunities for sales become more efficient, ensuring that no potential client falls through the cracks. Regular monitoring of customer communication improves customer relations and ensures that the needs and concerns of clients are promptly addressed.

Simplify your business with Directions CRM - User-Friendly, Intuitive - Easy Sales Tracking - Track sales easily with our user-friendly interface. - Simple Business Overview : Get an overview of your business that is simple and clear. - Easy Customer Relationship Management: Manage and build customer relationships with ease. Team Collaboration Made Simple: Enhance productivity in your team with our easy to use collaboration tools.

CRM Aven is the all-in-one command center for small and medium-sized businesses, bringing together project management, team collaboration, sales & marketing tools, financial tracking, and HR management in one intuitive platform. Say goodbye to juggling multiple tools and hello to streamlined operations, enhanced productivity, and stronger customer relationships. With CRM Aven, you can focus on what truly matters – growing your business.

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

Since its inception in 2003, we have provided a complimentary CRM solution to over one million users globally, driven by our commitment to your business's success, with the hope that you will eventually opt for our premium CRM offerings. Sign up for our free CRM today and explore the ways we can assist you in expanding your business, organizing your information, and nurturing your leads and customer relationships. Our free CRM application empowers you and your team to manage all your data from any mobile device, with the option to seamlessly integrate with your mobile calendar, contacts, and additional features. We offer an interface for Zapier and an API for various integrations, allowing you to connect the CRM with platforms like WordPress, Telegram, Discord, and Slack, among others. With Zapier, you can easily link the free CRM to any other tool or system you use. Monitor all activities and manage Twitter campaigns by leveraging our CRM integration, which allows you to tweet, schedule, and execute CRM-driven campaigns effortlessly. You can also add multiple corporate Twitter accounts to automate and schedule your campaigns effectively. Furthermore, the CRM's AI capabilities enable you to facilitate WhatsApp AI chats, enhancing your communication strategies. This comprehensive approach is designed to maximize your business potential and streamline your workflow.

Attract a continuous stream of clients or talent effortlessly with the rapid and straightforward creation of Perspective Funnels, which require no design or coding expertise. Unlike traditional websites and landing pages, which often lack interactivity and personalization, mobile funnels offer a modern solution that loads quickly and is fully optimized for mobile users. Considering that a staggering 98.5% of your target audience accesses social media through their smartphones, embracing mobile funnels is essential. This innovative approach leads to an increase in appointments, hires, and potential leads. You can now create eye-catching mobile funnels in a matter of minutes rather than hours, choosing from 16 outstanding templates that have been tested across more than 50 industries. With access to over 2 million license-free graphics, photos, and elements, you can effectively bring your funnels to life. Engage your audience as if you were having a face-to-face conversation, allowing for personalized adjustments to the funnel flow. These funnels are designed to perform seamlessly on both mobile devices and desktop computers, ensuring that you reach your audience wherever they are. With this powerful tool, transforming your customer engagement strategy has never been easier.

Software platform used by venture capitalists, investment bankers and funding consultants to raise capital. It includes a database of 227,000 investors that can be searched, a CRM for managing the deal pipeline, Pitch Deck hosting, Investor Updates, and Email tools to manage investor outreach, as well as a Virtual Data Room for due diligence. Companies have raised $17 Billion through this platform.

Intelligent energy solutions powered by AI enhance the integration of critical business functions. They offer improved scalability to accommodate the needs of expanding enterprises. With a user-friendly interface accompanied by extensive support, these systems are designed for ease of use. An ERP (Enterprise Resource Planning) system consolidates and automates key business activities across multiple departments to boost efficiency and optimize data management. By streamlining operations, ERP systems diminish the need for manual input and decrease the likelihood of errors. They also provide centralized data management that guarantees accuracy and consistency across all departments, which is essential for informed decision-making. Moreover, ERP systems are adaptable, evolving alongside the business to provide relevant tools that facilitate growth and changing requirements. Specifically, grofleX ERP ensures seamless integration of various business processes, thereby enhancing operational effectiveness across critical sectors such as finance, human resources, sales, and inventory management. This holistic approach not only streamlines workflows but also fosters collaboration and communication among teams.

Effortlessly generate insightful survey questions by scanning your website in just seconds. Our innovative AI tool analyzes your site to create relevant survey inquiries, which can be embedded seamlessly into any platform. With Evo, our intelligent chatbot, automated follow-ups with customers become a breeze. Explore the responses, results, and actionable insights that emerge from your surveys. Evo methodically scans your website to recommend customized questions tailored to your needs, aligned with industry standards and best practices. You can integrate these surveys smoothly into your existing customer interactions. The AI-driven platform, TheySaid, goes a step further by probing deeper and asking personalized follow-up questions in real-time, enhancing customer engagement at the moment they are most receptive. With conversational follow-ups that feel organic, Evo facilitates ongoing dialogue to uncover richer insights. Analyze survey responses through AI-generated summaries, allowing us to identify recurring themes that require your attention. Additionally, we will help you pinpoint essential action steps to improve your services while also assessing customer satisfaction on an account-by-account basis. By leveraging this technology, you can enhance your understanding of customer needs and drive meaningful changes in your approach.

Craft tailored messages, establish automated messaging workflows, and assist clients via email, SMS, push notifications, website banners, live chat, and other channels. Integrate user information with platforms such as PostHog, Twilio Segment, Make, RudderStack, and Stripe, among others. Utilize our APIs and SDKs to monitor attributes and events wherever your users may be. Gain comprehensive insights into user attributes and track their journey through your application seamlessly. Develop dynamic segments based on user attributes or the actions they have or haven’t taken in response to campaigns and more. Automate your engagement efforts effectively. Initiate dynamic workflows to deliver targeted customer interactions aimed at onboarding, activation, and retention. Efficiently categorize your customers based on their characteristics, behaviors, and actions through an easy-to-use segmentation tool. Furthermore, deploy focused campaigns to your segments or leverage them to initiate dynamic workflows and campaigns across various platforms, including email, SMS, and push notifications, enhancing your overall customer engagement strategy.

Your AI-driven agent consistently identifies the ideal customers and tailors interactions to boost conversion rates. Enhance your social media lead generation and clearly define your objectives. Simply enter your desired social media search parameters. Foster engaging and authentic conversations. Continuously improve your social media strategies and goals. Leverage AI to pinpoint optimal platforms for product mentions. Conduct targeted keyword searches. Review your feed for potential engagement chances. Keep track of and utilize mentions from influential figures (KOLs). Stay updated on trending topics for relevant mentions. Evaluate each mention to determine if it presents a suitable opportunity for your product introduction. Ensure that it aligns with your brand or industry focus. Use sentiment analysis tools to assess the tone of tweets. Take into account the credibility of the individuals involved. Examine the engagement metrics of the tweet. Investigate the audience demographics of the author. Lastly, confirm that the timing corresponds with significant events or trends to maximize impact.

CorpSync is a cloud-based solution that seamlessly syncs corporate contacts to employees' smartphones, Outlook, and Microsoft Teams, ensuring secure and up-to-date access to business contacts. CorpSync allows you to merge data sources, sync Global Address Lists (GALs) with smartphones, manage distribution lists and contact groups, use iOS and Android apps, and send mass SMSs for emergencies. CorpSync is an online solution that does not require any user training and can be used on both mobile phones and Outlook. Sign up for the free trial using your Office 365 email. 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. And more.

Klipy is the AI Executive Assistant designed for relationship-focused founders, investors, and executives who live in their calendar and inbox. Are you tired of the frantic, 15-minute scramble before every meeting, digging through old emails and notes just to remember who someone is? Do you lose track of critical action items and promises buried in long conversation threads? The constant context-switching and mental overload from managing your professional network is costing you your most valuable asset: time. Klipy automates the work you hate. By securely connecting to your Google or Microsoft account, Klipy becomes your strategic partner. It automatically prepares dynamic, pre-meeting briefs on every single attendee, giving you their bio, company details, and a complete history of your relationship. See a unified, chronological timeline of every email, meeting, and note for any contact, on demand. Our AI intelligently scans your communications to extract action items, ensuring nothing ever falls through the cracks - all with zero manual data entry. Klipy is the intelligent alternative to relationship platforms like Affinity, but one that actively works for you instead of creating more admin tasks. It delivers the core leverage of a human Executive Assistant - proactive preparation, complete context, and flawless organization—at a fraction of the cost. Stop being a personal admin and start being a strategic leader. Walk into every room with an unfair advantage, build stronger relationships, and focus on what truly matters: closing deals and driving growth.

At last, there is employee engagement software that delivers results. With Applause, your workforce embodies ownership and cultivates loyal customers for life. Seamlessly gather feedback and enhance your online image. Motivate staff to acquire more reviews with automated bonus incentives. Boost customer retention by assessing, analyzing, and refining net promoter scores. Monitor individual scores within your team and recognize top achievers. Enhance customer service by facilitating digital tipping options. Filter customers to ensure that only the most satisfied can leave a tip. Demonstrate to employees that exceptional service is rewarded, allowing them to cash out instantly. Amplify employee motivation by providing tips and bonuses in real-time. When outstanding service is acknowledged promptly, employee performance reaches unprecedented heights. Establish team incentives aligned with company objectives and utilize spot bonuses to enhance attendance, encourage upselling, commemorate work anniversaries, or support any performance-driven initiative. This holistic approach not only fosters a culture of excellence but also drives overall business success.

Streamline the workflow in your organization from the initial customer interaction to invoicing with our intuitive CRM and project management software. Businesses utilizing Simplicate are statistically outpacing their rivals in growth. For agencies, achieving an optimal workflow is crucial. By integrating Simplicate with Jira, we've significantly enhanced our efficiency. Envision your organization experiencing a seamless flow from the first customer touchpoint all the way to billing. Picture your business reaching new heights of success; it’s entirely up to you to define what that success looks like. Whether your goal is to increase revenue per employee, maximize your team's capacity, or simply to free up time to create exceptional offerings for your clients, we are here to assist. Our objective is straightforward: to enhance your success as a service provider. We accomplish this by eliminating unnecessary complexities from your daily operations, ensuring a smooth process from the initial customer contact through to invoicing. Simplicity is at our core, and that’s exactly why we are named Simplicate. With us, you can focus on what truly matters: delivering excellence to your customers.

ZEPIC, an AI-infused Customer Engagement Platform, delivers hyper-personalized customer experiences throughout the entire customer lifecycle. Zenie AI is at the core of this platform, which unifies data, automates campaigns across channels, and provides actionable insight, empowering marketers. The platform's integrated CDP provides a 360-degree view of the customer, enabling intelligent audience segmentation and activation across all channels. ZEPIC's intuitive, award-winning interface allows businesses of any size to create powerful marketing campaigns without needing technical expertise. This accelerates business growth.

Spokenote is a powerful platform for video engagement and data analysis that connects physical objects to dynamic digital experiences. Discover how businesses are using Spokenote's scannable codes to deliver personalized experiences, unlock valuable insights, and create new revenue streams. Allowing multiple video creators or one to connect with recipients using their own personalized videos, you can empower personalized communication. Perfect for direct outreach to consumers, internal team collaboration or event-specific messaging. Share a video page with multiple recipients simultaneously. Transmit+Targeting generates a unique URL per recipient, allowing for advanced analytics to be used for tailored follow-ups.