Best CRM Software for Freelancers - Page 23

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

123FormBuilder, a Kiteworks company, builds secure forms for registrations, payments, applications, and surveys. Ensure safe data collection with encryption, HIPAA compliance, and Salesforce integration for streamlined workflows. The platform allows enterprises to effectively build, deploy, and manage forms, surveys, and questionnaires while maintaining high security standards. With millions of submissions per month, 123FormBuilder succeeds in regulated areas such as healthcare, government, and financial services.

Opiniator offers a digital comment card solution designed to facilitate customer feedback and recovery for physical retail establishments. This innovative system enables customers to provide real-time ratings, comments, and suggestions through their mobile devices at any point during their visit, while also monitoring issues until they are resolved. By utilizing the digital comment card, businesses can proactively address customer concerns before they consider leaving, potentially taking their friends along with them. It allows for the tracking of customer complaints and staff responses until all issues are satisfactorily addressed, thereby minimizing the risk of negative online reviews that could emerge too late for the business to manage. Customers who express dissatisfaction are promptly contacted, leading to their recovery and retention. Additionally, businesses can identify and rectify health, safety, or maintenance problems before they affect customer experiences. Through a user-friendly dashboard, businesses receive instant alerts about feedback and can take necessary actions. They can respond to customer issues, monitor all steps taken until resolution, and ultimately regain customer trust. This comprehensive approach not only enhances customer satisfaction but also fosters loyalty to the brand.

Askia specializes in developing innovative technology aimed at deciphering and forecasting human behavior. It has become the preferred technology ally for forward-thinking market research firms, encompassing major global entities like Ipsos, GfK, Kantar TNS, BVA, and Hall & Partners, alongside mid-sized independent firms and small agencies with minimal staff. Numerous organizations have constructed their research frameworks around Askia's advanced technology, integrating APIs and automation as fundamental components. The company offers comprehensive software solutions for data collection and reporting, in addition to a range of professional services. In terms of data collection, Askia supports various methods, including online collection with no completion costs, CATI via VoIP and IVR for inbound communication, and CAPI for mobile interviewing on iOS and Android platforms, enabling offline data gathering. Additionally, they facilitate mixed-mode projects that combine different data collection techniques and offer robust API integrations for seamless web services. On the reporting front, Askia provides extensive capabilities such as data processing, tracker management, both online and offline analytics, and tabulation, along with the creation of dynamic online dashboards to visualize data trends effectively. This holistic approach empowers organizations to harness data in powerful ways, ensuring they gain valuable insights into human behavior.

Every non-profit eventually encounters challenges with tracking donations. They often struggle with unwieldy spreadsheets, varying data entry standards, and volunteers who leave soon after being trained. Donor Tools addresses these complications effectively. You’re bound to be amazed at how user-friendly it is while still delivering impressive results. Whether you receive checks, cash, or in-kind contributions, or see an increase in online donations, Donor Tools makes it easy to record all forms of contributions. Simply provide a few details about yourself and your organization to get started. Setting up online giving is a breeze, allowing you to begin gathering online donations immediately. Additionally, you can log physical contributions, establish your funds, and generate reports as needed. Enjoy complete access with no restrictions during your trial period. Should you decide to continue using the service after 30 days, you’ll have the option to choose a plan and enter your credit card information for billing purposes. By streamlining the donation process, Donor Tools empowers organizations to focus on their mission rather than administrative burdens.

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

Word-of-mouth marketing can help you grow your sales! Refer your customers and watch the referrals come in. ReferralCandy can connect instantly to popular ecommerce platforms like WooCommerce and BigCommerce. You can also choose custom APIs and advanced integrations. ReferralCandy can also be integrated with other marketing tools like AdRoll, Mailchimp and Google Analytics.

Customers can shop either online or at a physical location, engage through live chat or phone calls, while field service technicians carry out on-site tasks and fill out a survey. Students attend classes, and both customers and employees provide feedback via surveys, whether digitally, on paper, or through mobile devices. After submission, the responses are immediately reflected in the ActionTracker™, which adjusts based on the input received, assigns a responsible manager, and alerts key stakeholders via email. The ActionTracker™ efficiently monitors all interactions with employees or customers, logs resolution activities including emails and attachments, adds notes to each action item, and arranges meetings through integration with Microsoft Outlook. You can establish status codes to oversee the progression of action items, ensuring that open tasks are regularly updated until they are marked as complete; however, once they are finalized, they can no longer be altered. Every activity is recorded with a date and time stamp by the user, providing a thorough audit trail, which enhances accountability and transparency in the process. This systematic approach ensures that every step is documented and easily traceable, ultimately improving operational efficiency.

Since the launch of ConstructionSuite in 2007, each new version has empowered construction pros with powerful desktop tools for construction estimating, scheduling, job costing, contracts, documents, and more. As business needs and software preferences evolve, UDA reports that construction pros are choosing ConstructionOnline - UDA's web-based construction management software - 50 to 1 over desktop solutions like ConstructionSuite. Accordingly, ConstructionSuite is projected for sunset in the coming year(s). ConstructionOnline carries on UDA's outstanding legacy of success, surpassing the capabilities of ConstructionSuite and other desktop platforms with more advanced tools, exclusive features, and expanded subscription options. ConstructionOnline currently serves nearly 900,000 construction pros in more than 75 countries worldwide, providing construction estimating, job costing, scheduling, proposals, daily reports, accounting integration, and more.

Enhance your business success through a sales process that is both repeatable and scalable. Since a significant portion of your revenue is derived from current clients, it is crucial to nurture those relationships. Utilize visual to-do lists to ensure follow-ups on every opportunity and maintain loyalty among your existing customers. Seamlessly integrate Xero, WorkflowMax, Gmail, Office 365, and more to create a cost-effective enterprise solution. Exsalerate CRM is fully synchronized with Xero and serves as an effective CRM tool tailored for Xero users. We developed Exsalerate CRM after realizing that a comprehensive and budget-friendly system encompassing both Pipeline and Account Management was lacking in the market. Originally designed to meet the requirements of a parcel delivery service, the project evolved due to the powerful integrations with Xero, WorkflowMax, and Mailchimp, leading to the creation of the award-winning Exsalerate App, which continues to enhance business efficiency. This powerful tool not only streamlines operations but also empowers businesses to grow and thrive by harnessing the potential of their existing customer base.

A cloud-based multi-user dealer management system with a CRM to track customers, vendors, inventory management to track revenues by unit, Integrated website, Multi-location interface, Customer Bill Of Sale printing, data exports for third-party websites, State and DMV forms printing, multi-report options, mobile-ready and many more. Our system features, ease-of-use and flexible pricing structures make it ideal for dealers of any size, industry, and specialization. Our ability to custom-develop functions and features for your dealership is one of our main advantages. Get in touch with us today to learn why DMS Complete is the right solution for you.

ContactPigeon, an all-in-one eCommerce marketing platform, helps businesses engage, nurture, and convert website visitors to customers via an omnichannel approach. The platform provides proven eCommerce automations, list segmentation, contact management, easy drag-and-drop email campaign generator, and all the tools that an enterprise needs to massively scale across multiple channels (emails, web, SMS, and push notifications). ContactPigeon serves more than 250 enterprises in the US and Europe. ContactPigeon has been featured in the past by Fortune, smartinsights.com and smallbizdaily.com.

SeoToaster CRM is the perfect tool for any website-centric campaign or organization. It comes with a mobile-friendly landing page builder, full-blown Content Management System and Google News friendly blog system, as well as a Shopping Cart. It can also be hooked up to SeoSamba Marketing Operating System, allowing you to deploy in one click call track and multi-site activity tracking, as well access advanced marketing features. The SeoToaster CRM Ultimate mobile application allows you to connect to any number cloud or on-premise CRM installations. You don't need to log in and sign out of another app. You can access all your contacts and send them text messages, emails, or drive to their locations. You can also add notes, look at open opportunities, and see where they are in your sales cycle. All this from your smartphone. Inbound calls automatically create contacts in your CRM, before leaving notes and a recording of your conversation.

Automating your processes will automate your sales and increase your customer relationships. Collaboration between your teams is key to success. Prospection and follow-up on business opportunities. Improved optimization of customer relationships Centralized management of your business data. GDPR compliant. Targeted marketing campaigns that are tailored to each segment. Integration of web forms for lead generation. Collaboration with a shared database that can be accessed from anywhere Managed business processes that are optimized and managed within the same tool.

Leverage Airim's AI-driven Personalization Engine to automatically present ideal content to users by analyzing their in-app or on-site actions, preferred languages, demographic information, or the acquisition channels, such as the specific ad campaigns that directed them. You can easily add custom attributes through APIs or import customer tags directly from your chosen CRM or marketing automation tools without hassle. Enhance your knowledge base with powerful hyper-personalization features that can be integrated anywhere on your website or application. Our AI system operates continuously to provide highly tailored content for your visitors, ensuring an exceptional customer experience. Gain insights into what resonates with your audience as our AI monitors trending keywords and content engagement trends, offering automated recommendations to optimize your knowledge base. You can filter your entire dataset by your preferred criteria and witness real-time fluctuations in user engagement, allowing for strategic decision-making and enhanced performance. Discover how fine-tuning your personalization efforts can lead to significantly improved user satisfaction and loyalty.

New clients have the opportunity to register for Feedback and eDesk completely at no cost until the end of September, with absolutely no hidden charges, commitments, or risks involved, and no credit card needed. Elevate your business's reputation by gathering more reviews from satisfied customers, as xSellco Feedback allows you to direct customer reviews wherever you desire. An impressive 95% of consumers consult reviews about your business and products prior to making a purchase decision. Set up straightforward targeting rules to focus only on your pleased customers when sending out review requests through email, utilizing criteria such as timely delivery, past positive feedback, and items bought. Take advantage of effective email templates that can be customized with your logos and product images, or design your own emails that reflect your unique brand identity. Enhance the personalization of your emails using dynamic placeholders for customer names, product details, and more, ensuring a tailored communication experience. Additionally, xSellco Feedback integrates effortlessly with all your sales platforms, enabling you to enhance your Amazon Feedback and overall online reputation from a single dashboard, thus facilitating the acquisition of more reviews. By streamlining this process, you can not only increase customer engagement but also foster long-term loyalty through effective communication.

OpenApply was originally designed for international schools. It helps you increase your applications and saves you time and money on administration. OpenApply offers a seamless experience for families and schools alike, with easy data management, simplified re-enrolment, superior prospect communication, and unlimited support 24 hours a day. OpenApply allows independent schools to streamline their online registration process, saving time and collecting valuable data for marketing and recruitment purposes. OpenApply allows schools to connect with potential parents via online enquiry forms and Open Day scheduling. Bulk messaging and robust filtering and tag make it easy for new families to be interested in your school as you open it.

Software to manage your job opportunities. You can assign jobs to your engineers and schedule your customers' work. Automatically generate job-sheets. Engineers can update jobs using our iPhone or Android app.

Transform the chaos of daily emails into streamlined workflows by managing your Email, Tasks, and Teamwork all within your Gmail Inbox. Sortd reimagines your Gmail experience into a vibrant workspace designed to enhance your productivity and make life easier. It operates on the most dependable platform available... your Inbox. While there are plenty of email applications out there, you already rely on Gmail, which is why Sortd was specifically developed to integrate seamlessly with it. Say goodbye to the hassle of switching between multiple apps throughout the day. Sortd Boards offer an ideal solution for emails that you typically mark as unread, enabling you to create as many boards as necessary to structure your work according to different contexts. Your Inbox was never intended to serve as a To-Do list, but with Sortd, you can start each day fresh, prioritize which emails to address, and tackle your tasks without distractions. Additionally, you can easily return tasks and emails to your Inbox when they require your attention or follow-up, ensuring that nothing slips through the cracks. This innovative approach helps you maintain focus and efficiency in your daily workflow.

Manage your customer journey with a comprehensive solution that simplifies processes, enables informed decision-making, and fosters rapid growth. Tailor the system to fit your specific needs while automating tedious tasks to cut down on expenses. Delight your customers with tailored and professional communications that keep them informed. Collect valuable insights from prospects and clients through feedback emails. Design distinct dashboards for each team, utilizing filters to access the information you require easily. Dig deep into customer data along with their complete notes history, all while enjoying the convenience of straightforward export options for further analysis. Are you struggling to compile reports using various tools that require multiple logins and different support teams to gain clarity on your operations? The more complex your technology stack, the greater the risk to your business’s stability, which can lead to potential collapse. Anthill provides you with immediate oversight and control over your entire organization through a single, user-friendly interface, ensuring that your operations run smoothly and efficiently while minimizing chaos. Take charge of your business like never before!

Gather and act upon client insights effectively. Transforming feedback into a driving force for your web and design endeavors is crucial. Each piece of feedback is directly linked to the underlying code of the commented element, which helps clarify client references and reduces misunderstandings, ultimately saving you time. Within Timeline, web and design projects are categorized as standard projects, and you can manage as many as you need. Each project can consist of various stages or revisions, known as "Events," which facilitate the collection of feedback on specific websites, web applications, graphics, or other supported formats. Enhance your experience with Timeline by integrating your preferred project management and communication platforms. Stay updated with notifications regarding the activities of your team and clients, generate new tasks based on feedback, and explore additional features that streamline your workflow. By embracing this approach, you can ensure that every piece of feedback contributes to the overall success of your projects.

LateShipment.com is driven by a single mission: to make shipping more transparent. We understand that shipping companies, even though they pay for shipping, have little control over their carriers and work to rectify that imbalance. Our innovative delivery management solutions enable retailers to seamlessly create post-purchase experiences. Meanwhile, our automated parcel audit solutions improve performance accountability and help businesses recover millions in shipping refunds.

BookLogic's Channel Manager centralizes availability across all channels and increases competitive rate management to maximize hotel bookings. BookLogic offers a unique MaxiChannel, which is your personal Hotel Channel Manager. It allows you to customize, manage, and monitor your rates and availability across all sales zones or channels through a single interface. You can quickly boost your Hotel Bookings, manage your Room Inventory, and manage competitive rates across all your contracted Online Travel Agencies or Meta-searches. All from one screen.

The primary goal is to enhance connections with current clients, attract potential customers, and regain previous ones. Implementing this system involves utilizing software that aids in gathering, structuring, and overseeing customer data effectively. Kordeva serves as a comprehensive tool for managing my business’s internal sales operations, allowing us to optimize our sales strategies and allocate our workforce more effectively. Additionally, it generates extensive and detailed reports on the performance of the sales team, enabling managers to assess and track their productivity accurately. This integrated approach not only streamlines processes but also fosters a more data-driven environment for decision-making.

Utilize Konnect’s Listening tool to tap into discussions from countless online sources and social media channels, gaining insights into what customers are expressing about your brand, the competitive landscape, industry trends, and the effectiveness of your marketing initiatives, among other valuable information. Stay attuned to every relevant conversation across the internet and social platforms that impact your business. Foster engagement with your audience on their preferred channels, employ sophisticated automated workflows and CRM solutions to ensure that conversations are directed to the appropriate teams, which helps to streamline response times and allows for comprehensive measurement of your activities. Enhance customer satisfaction with Konnect Insights Social CRM, featuring visually appealing dashboards and business intelligence tools designed to provide profound insights into your online reputation and social media presence. Gain a clear understanding of your share of voice, sentiment analysis, media type categorization, and social platform metrics for both your brand and competitors, while also accessing detailed reports on response times and other critical performance indicators. By leveraging these insights, you can refine your strategies and ultimately drive better outcomes for your organization.