Alternatives to Charm CRM
Compare Charm CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Charm CRM in 2025. Compare features, ratings, user reviews, pricing, and more from Charm CRM competitors and alternatives in order to make an informed decision for your business.
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1
CHARMS
Social Care Network Solutions Limited
CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information. -
2
Eleveo
Eleveo
Global, award winning contact center compliance & workforce optimization solutions. Compliance recording can protect your company from theft, litigation & fines. Sleep well knowing Elevēo has you covered for everything from voice calls to land mobile radios. Remove, or anonymize details from data collected to stay in compliance. Archive datasets based on configurable rules and automatic categorization. Supervise your teams voice interactions with customers in real-time. Detailed audit logging for every system action with simplified extracts for compliance reviews. Your support, sales & back-office business transactions are critical. Protect your interests by recording everything into a single place with automated categorization by type, source, and customer where any interaction can be easily reviewed. We have been recording voice calls for decades. All over the world our solutions are trusted. -
3
Charm.io
Charm
Use Charm to find and analyze 5 million ecommerce brands worldwide. Get the in-depth ecommerce data you need for lead generation, merchandising, and sourcing. With Charm you can: -Build the perfect pipeline of qualified ecommerce brands & TikTok Shops: Prospect for ecommerce brands and TikTok Shops. Search for leads across key metrics including the Charm Growth Score, Charm Success Score, ad count, tech stack, marketplace, social media metrics, and more. Reach out to them using Charm's verified contact information. -Discover fast-growing brands to sell at your retail organization: Discover up-and-coming brands selling online or on TikTok Shop. Search within target product categories to find brands that are a good fit to sell on your store, and make informed, data-backed merchandising decisions. -Get in-depth data to source and diligence your next investment. Charm Growth Score helped us identify rising brands like Allbirds, Caraway, and others before they became household names -
4
CRM Runner
CRM RUNNER
Growing businesses face the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities. CRM Runner is your one-stop solution for field service and office management. Make impressively designed quotes with that cutting edge difference for a first impression, collect payment through emails and send recurring invoices if needed. Completely integrate your existing business email system into CRM Runner. It will help you to keep all your work on one screen and ease your day-to-day operations. Set up IVR, voicemail messages, buy local and toll-free numbers from around the world, view your call history, call hands free to any client, send mass SMS to your clients and stay up to date with contacts all from our system. Keep track of an employee’s work performance and timeclock, employees can clock in from the app and we even integrated a selfie feature to confirm the employee identity.Starting Price: $15 per month -
5
Continuum PSA
CrossConcept Continuum PSA
CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one unified system. Our innovative PSA solution allows organizations to maximize profitability by integrating connecting projects and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises. CrossConcept has decades of experience helping service organizations automate their processes. Clients have ranged in size from a handful of people to over thirty thousand. The founder's and team’s real-world experience is what drove and shaped the creation of CrossConcept Continuum. Our solution is a simple, yet powerful PSA!Starting Price: $15.00/month/user -
6
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
7
Saleswah CRM
Anwesha CRM
Saleswah CRM is way beyond a simple contact management tool. Get Saleswah if you are selling to other businesses, you want to set targets and manage territories, your sales cycle involves multiple touch points and decision makers and/ or your own organization has many customer facing roles and organized in a hierarchy. Accounts (companies you are selling to) and Contacts- the employees- are the heart of Saleswah CRM. Easy upload, de-duplication, merge duplicates and tracking and grouping activity history against both. Saleswah allows for both “Line functions” as well as “Staff functions”. You can have salespeople (organized in a linear hierarchy). Then you can have commercial people, marketing people as well as call centre people- who are not carrying sales targets. The line functions (sales) are organized in hierarchies. Hierarchies serve two functions. One, to organize customer data and territories. And, two, to establish reporting relationships and approval rules.Starting Price: $15/user/month -
8
TLD CRM
Esotech
We take your contacts from lead to sale and even renewals with a robust workflow that allows you to know exactly who did what and when with detailed auditing features. Control every detail of what your agents see. Protect your data from your staff and give sensitive access to only those who need it using our predefined roles or specific abilities. Schedule your contact with agents for in home or in office visits! Manage your callbacks and appointments in our easy to use Calendar. Create Events and RSVP your clients and track who showed up and more! Not just for Call Centers! Using our “My Business” section you can allow your agents to control their book of business. From leads and policies to callbacks and appointments. If you trust them, give them control! TLDialer is a Native Integration with our Hosted VICIDial service. Your agents work from one screen. Data synchronizes automatically. Our VICI Servers are always up to date.Starting Price: $75 per user per month -
9
Enprecis Foresight
Enprecis
The world’s leading automotive customer experience management platform. Fast, powerful and intuitive, Foresight™ is the automotive industry’s top choice for customer experience management. Years of innovation and technology expertise have culminated in the fully-customizable, data-driven, real-time platform that has taken over the industry, unlocking business intelligence at every touch point for all users of your business. Our dedicated client teams and consultants work with you from day 1, establishing baseline requirements and customizing software to fit your brand. After detailed training for your staff, we work with you to deploy your platform across your dealerships within 90 days of coming onboard, ensuring your new CEM strategy is ready for meaningful and impactful customer interactions. -
10
Contactzilla
Contactzilla
A no-nonsense online service making contact management within remote teams seamless We’ve been around since 2007. All connections are 256bit encrypted, and we keep our noses out of your contact data. No expensive or confusing CRMs. If you just want to manage contacts, Contactzilla does the job with no fuss or bother. Each of your remote teams stays in sync in real-time or can access the web interface (if you decide). Over the last decade, we've helped thousands of inspiring organizations to manage their contacts. Add unlimited contacts to unlimited ‘Address Books’ and then share with your team. Whenever a contact is updated the team is instantly updated. Love us because they can be more productive anywhere with real-time access to their company's contact details for clients, staff, and supply chain at their fingertips. Love us because we help them create one single point of truth for their contact data - no sloppy syncing of spreadsheets.Starting Price: $5.00/month/user -
11
Contact Boss
Contact Boss
Take Control of Your Contacts with the Contact Boss CRM Database Manager. An easy-to-use, yet powerful CRM database manager allowing you to track and manage the people who drive your organization. Contact Boss puts you in charge with robust search capacity, comprehensive reports, superior auditing functions, and security tools to keep your business running smoothly. Our features help you build, search, and maintain the integrity of your CRM database. Contact Boss offers simple and straightforward pricing to help you manage your contacts database. Learn about our functions and how to use them to access your contacts database effortlessly. Contact Boss stores all types of contact data in one searchable simple contact database. Contact Boss is easy to learn and intuitive plus we have super customer service. Contact Boss subscriptions start at CAD $8.33 per month (billed annually).Starting Price: $10 per user per month -
12
DotAlign
DotAlign
DotAlign software helps clients leverage relationships to unlock growth and economic value – whether for deals, raising capital, introductions or recruitment. DotAlign Cloud automatically and intelligently extracts relationship insights and contact information from structured and unstructured data sources like email messages, meeting requests, contact cards, LinkedIn and CRM, and answers questions such as who knows who, how well they are known, and the most effective way to reach them. The DotAlign team is based in New York city and brings together decades of experience building private and secure enterprise solutions. A powerful tool to update and maintain your Salesforce instance with clean, de-duped data right from your mailboxes. See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more. -
13
Boolment CRM Software
Boolment Software Development
Customer Relationship Management is a data analysis-driven avenue focusing on managing and improving a Company or a Firm’s interaction with existing as well as prospective clients/customers and ultimately boosting sales graph. CRM Software is a necessity for companies because it accouters them with the ordered or well-maintained knowledge of history and current status of their client’s purchasing behavior and interests in order to predict smartly analyzed future plans for them to increase business prospects. CRM plays a handy role in the energy sector and we help companies by enabling them to grow revenue with centralized contacts and leads, cloud database, fiscal monitoring with our advanced. -
14
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
15
INFOCU5
INFOCU5
INFOCU5 is an extension of your existing team. We flex and scale with your business, so you only pay for the overflow help you use. Scalable, omnichannel support team. On-demand sales and service agents, increase CLV and AOV, optimize data and leads, only pay for ticket and talk time. Voice, messaging, email, dedicated brand ambassadors, etc. Extension of your internal team. Maintains brand vision and message and tracks campaign performance. We combine our enterprise-level contact center software with our global, on-demand customer service and sales marketplace so that businesses can affordably interact with their customers and tap into overflow contact center marketplace of agents when you need the extra backup support. Our marketplace is a global, on-demand team of customer service and sales agents who work as your backup support when your internal team needs the extra help.Starting Price: $5 per month -
16
Reldesk
Reldesk
Automatically grow your small business sales and build customer relationships by focusing on what your customers really want, with Reldesk. Reldesk is an easy-to-use, cloud-based sales and relationship management system designed for small businesses. With a focus on building and maintaining business relationships instead of wrestling with spreadsheets, or outdated Customer Relationship Management systems that are difficult to understand and expensive to implement. By tagging and categorising all of your contacts quickly, you’re able to easily filter the opportunities and contacts you want to engage with. Providing better insight into your sales pipeline. So more sales, more quickly. By keeping your sales and contact data in the cloud, you and your team are on the same page instantly. Whether that’s in the car park 5 minutes before the meeting, or on your device during the zoom meeting. -
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OutreachCRM
Outreach Software
We have been helping businesses and organizations throughout NZ for 20 years so it's safe to say we know quite a bit about contact management. Based in Dunedin, NZ, we started Outreach Software Limited back in 2002, providing online contact relationship management solutions for small businesses. Right from the get-go OutreachCRM was built as an online solution, a simple way to keep track of your contacts, clients, customers, members, donors, and whatever contact lists and groups you need to manage. Easily add, manage & track all the info you need about your contacts, customers, members or donors. Capture the information important & relevant to your business with custom fields. Record data as drop-down lists, free text, multi- choice or date fields. Group or tag your contacts into categories to create contact lists, identify target markets or communicate with groups. Connect your contacts & define the relationship.Starting Price: $50 per month -
18
Jungo Mortgage CRM
Jungo
Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: Marketing: Let Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! Automations: Save time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. LOS Integrations: Jungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. -
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Intrix CRM
INTERA
A detailed overview of the client, customers and all contact persons in one place will save you and your colleagues time. By effectively monitoring and closing sales opportunities, you will increase the number of successfully completed jobs. The calendar and planner provides you with a transparent 360 ° overview of the meetings, their minutes, but also the plan of weekly activities of the sales team members. Intrix CRM provides a 360 ° view of customers and an overview of all sales activities in one place. For each client, you can monitor all important information, which is recorded by you or your colleagues. Your employees will establish excellent business relationships with customers because all the key information is always at hand. Intrix CRM includes the integration of available data from Bisnode. In addition to contact information, you can get the contact and financial information of the desired company for Croatia, Slovenia, Bosnia and Herzegovina and Serbia with one click. -
20
ReCards
ReCards
Digitizing your business starts with the new contact methods. Trust-worthy contactless business cards. Send personalized name card URL to your client via email, SMS, WhatsApp, Twitter, etc. Send your name card URL in online meetings via Zoom, Google Meet, Skype, etc. Show the QR Code to your client, they can scan and collect your e-card immediately. Customized website for showing contact information of your employees. A single system supports multiple organizations. Each organization can customize its branding and data. Our software deploys on your server without extra charge, you own your data. Responsive, always looks good. QR Code for quick scan and share. 1 click to add to contacts, call, send emails and show maps. Custom URL for each employee (e.g. CEO, CTO, john-doe, etc.) Your name card, your domain. No search engine indexing, protect your information. Page view statistic for each card created. -
21
GRC Contact
GRC Contact
GRC Contact is an online CRM software dedicated to all VSEs and SMEs. Simplify your life with an "All in One" solution including CRM, quotes, invoicing, eMailing and personalized support. GRC Contact is a French company , specialized in BtoB with French servers and advisers. The company aims to be close to its customers, with “very responsive support” ( customer experience testimonial ). A single advisor customizes the software to suit the sector of activity and the needs of the clients. The GRC solution ensures security and confidentiality because it follows French legislation. The Cloud located in Paris saves all customer data which is secured by respecting confidentiality clauses and privacy. GRC Contact is the EASIEST commercial management software of CRM software. It is perfectly adapted to small and medium-sized companies, to help them in their various commercial actions.Starting Price: $28.72 per month -
22
Composity
Composity
The affordable software that will make your life easier and your efforts more rewarding! Smooth and trouble-free implementation methodology that guarantee 50% less setup time than the average in the industry. Designed to ease your day-to-day task with simple, intuitive interface, and powerful features. Starting with Composity is as easy as possible: just create your workspace - for free for 1 user! To ensure painless and smooth start we recommend you to contact us for a demo or consultation. We will show you around and lead you though the implementation steps. Your data is perfectly secure with Composity. As we understand data security is crucial for every business, we invest a huge amount of efforts in keeping it safe.Starting Price: $24 per month -
23
Mosaic
Intrado
Mosaic delivers digital conversations across all channels, orchestrated with our experts or on your own. Build once, deploy everywhere. Mosaic allows for your consumers to dynamically automate conversations with your brand leveraging intelligent virtual assistants. Enterprise-grade performance backed by industry expertise, regardless of industry or company size. Inbound and outbound across voice, text, social, and email. Cloud technology provides fast and easy solution activation, so you're up and running quickly. Mosaic enables personalized and easy experiences across all channels for your customers when they contact you. Like having your best employee engaged on every interaction to answer questions and facilitate transactions. Lifecycle managed services is a hands-on and consultative approach to delivering Mosaic. Intrado Success Coaches ensure that the software is maintained and updated with current controls and functionality, along with market best practices. -
24
Saratoga CRM
Tokara Solutions
Experience the best of mobility, security, and integration—deliver the best personalization at every step of the customer journey. Send emails from Dataview or report results to Office 365; send contacts and calendar items from Dataview or report to Office 365; and integrate Office 365 items (email, calendar, and contacts) with Saratoga CRM Thin Client records. (Office 365 connectivity ensures access to Saratoga data from Office 365.) Open records after drilling down to them in reports, view attachments without having to save them to your device, and enjoy greater search customization. Send records to colleagues more easily, automatically sending them as PDFs directly out of Saratoga Rich Client or as email attachments from a grid to colleagues to ensure they have the most up-to-date data directly from your system as quickly as possible. -
25
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
26
Salesmanna
Merit Technologies
Everything you need to find and keep customers, close sales and ultimately grow your business. Access your dashboard from any device, anywhere. With cloud-based software you never lose data. We keep it simple without sacrificing features. We also include everything you need and offer it at one simple price. No matter where you are located, you have a Salesmanna consultant available to guide you and your team. You'll always be able to contact someone from our support team for help, or if you just want to say hi! -
27
SEGMENTAIL
Status2
SEGMENTAIL is a 100% CRM platform oriented to the current omnichannel retail from where you can make sense of your clients' data and use it to provide personalized experiences throughout their customer journey. Automatically imports data related to your clients, transactions, and promotions from different sources such as ecommerce platforms, POS software, contact managers, etc. Analyze the information in a unique profile per client, online and offline, unified. Transform raw data into customer segments to interact with. Use the segments generated in SEGMENTAIL to personalize your marketing campaigns, offer fully personalized shopping experiences, and generate better results. Each client is different. If you want to have meaningful interactions with them, you have to know more than their basic information. SEGMENTAIL offers you all the necessary tools to communicate with each client. -
28
InStream CRM
InStream.io
Collect valuable information about your customers. Gather all your contacts in one place. Connect your account with LinkedIn and other social platforms to automatically gather useful information. Get the right insight by collecting the customer data you need. Manage your contacts regarding all accessible information. Never miss a conversation. Communicate with the right people at the right time. Improve the quality of communication and save time through automation. Run real-time conversations, and share information with your team. Engage in communication with your clients to build stronger relationships. Manage your business relationships easily. Have access to all your relations with customers in one place. Get immediate access to everything you need. See what, when and with whom you've been talking to lately. Benefit from the use of different lists to keep your conversations in order.Starting Price: $8.00/month/user -
29
HyperTeam CRM
HyperTeam
That means we work hard to acquire more contacts, close more deals, hire more employees, and develop more products. But a growing business is also a challenging business because as you grow so does the amount of data that needs to be connected, organized, and distributed to a large number of people in a variety of departments. Contacts that could have been opportunities are forgotten. Information gets lost. Miscommunication happens. Processes slow down. Customers and employees get frustrated. Put an end to lost documents by effortlessly attaching them to clients, opportunities, events, etc. Store and organize your emails in the HyperTeam CRM by adding them directly from your Outlook account. Boost collaboration and avoid miscommunication by quickly assigning tasks and subtasks directly from the system.Starting Price: $99 per month -
30
True Client Pro
True Client Pro
True Client Pro provides Florists and Event Decorators with a user friendly, and all-inclusive platform that simplifies operations and helps grow their brand. With our software, you can automate your business processes including: contact us forms, lead management, inventory management, recipe building, proposal, contracts, client portals and much more. True Client Pro was built to be a one-stop shop so owners can spend more time generating sales and and delivering top-notch service to clients. At True Client Pro, our mission is to provide small business owners and entrepreneurs with a user friendly and all-inclusive platform that simplifies operations and helps them grow their brand. Having owned several small businesses over the last 10 years, Founder, Mayuri Parikh, just couldn't find a CRM that could grow with her business, adapt with her changing ideas and be user friendly. That’s when True Client Pro was born.Starting Price: $39 per month -
31
ezeeCRM
Buzinessezee
ezeeCRM Boost your sales with pleasant selling experience. Streamline your sales process from "Hello" to "Closed Won" with an automated mechanism. Don't miss a single opportunity to engage with your audience. Get in front of the people who want to buy from you at the right moment. Keep your files/data at one place which is related to your customers. This feature allows you to organize your contacts into groups and into any context that you see fit. Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards. A robust report builder module with ability to create Graphical and Rows & Columns reports of any modules in ezeeCRM. You now gain all of the automation and the organization of a dedicated email client inside of your CRM user interface. You can Chat, SMS with customers, employees, partners and provide customer support from the UI directly.Starting Price: $8.20 per month -
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Evinent Analytics
Evinent
Evinent Offers Professional Software Development for Your Business. We are an ever-growing team of highly qualified software engineers with a focus on delivering customized software development and ongoing technical support to our clients. By utilizing our balanced blend of new methodologies and technologies, you will be able to streamline your software or modernize your company's web applications. Evinent Analytics provides a superb predictive analysis to suggest your customers the most interesting products. Hence, increase sales conversion. What You Get. With the Evinent Analytics Marketing Automation Platform, you can: Build profiles of customers — including their purchase history, total expenditures, and rewards history. Fraud and Risk Analytics, Analyze purchasing patterns, Determine correlations between data sets and generate statistical reports, Segment data, Predict future sales trends for products and services Receive suggestions on how to build product packages.Starting Price: $3500 per month -
33
Welp CRM
Welp CRM
A versatile platform , integrated with the apps you use every day. Welp CRM is designed to manage sales teams of any size by aggregating information and data, marketing and post-sales, analytics and business intelligence, all in a single tool. Flexible and versatile, Welp CRM focuses your team's attention on sales , aggregating information and data from all company departments all in a single platform , accessible everywhere, from desktop and mobile. Features and processes are customized to meet your needs. Designed for companies and organizations oriented towards innovation, growth and constant improvement of their business, Welp allows you to easily manage sales, relationships and contacts. You will have a consultant at your disposal to respond to requests, provide assistance and information via email and telephone.Starting Price: €35 per user per month -
34
eGo Connect
Royal Scribe Media
From the moment you set up your free trial, we hold your hand, help you build strategies to further your objectives and walk you through the use of your new tools until you are comfortable and can operate on your own. Additional ongoing consulting is available upon request. Accept recurring donations by web and text message, organize events and sell tickets, setup an online store to monetize your physical products and digital content. Build your relationships on a large scale. Communicate consistently with subscribers, donors or volunteers based on past activity, interests and more with our automated email and text message tools. Use our interactive tools to help you gain more donors and subscribers. Extract valuable contact information and data from live events, social media, run live surveys and more. Organize your internal systems. eGo Connect can help manage subscribers, donors, plan campaigns, track progress, run reports and more with speed and efficiency.Starting Price: $179 per month -
35
SOMTAB
SOM
The experience your clients have every time they come into contact with your organization, especially during "moments of truth", nourishes the feeling they have for you. Active listening at all stages of the customer journey paves the way to a deep understanding of your customers' needs and an unparalleled ability to react. Without a doubt, measuring the customer experience is the first pillar in implementing successful business strategies. It is common knowledge that a loyal customer is first and foremost a satisfied customer. We help organizations at all stages of project implementation, from design to the interpretation of results. Complete design of customer survey methodology or customer voice program. Ongoing data collection from the target audience. Designing reports and dashboards to support action at all levels of the organization. Implementation of a feedback loop strategy/post-survey follow-up with clients (strategy design, manager training, etc.)Starting Price: $2000 per year -
36
Intiative CRM
ABOnline solutions
From sales to support, your team naturally centralizes all customer interactions. In the office or on the move, the follow-up of each customer is facilitated with this CRM software. STOP wasting time, you enter only once and share with your team. Keep your mind clear, we have designed automatic reminders for you. Exchange, Outlook 365, Wordpress, Slack, Jira... all your current tools interface with Initiative in Saas mode thanks to the integrated automation. An exclusive management tool that allows your contacts to independently manage their personal information held by your company. The CRM software is adapted to your activity and not the other way around. Everything is customizable down to the smallest detail with fine-tuning of alerts and reminders. Companies can thus personalize their sales process. Reveal to management the potential of data analysis and make an optimal sales follow-up!Starting Price: $29.00/month/user -
37
Zoomaworks
Zoomaworks
Zooma now available to any business that has customers. A comprehensive software platform for consultants, managers and administrators of travel businesses or any business with a customer and sales focus. Offering you a 360-degree view of your business and its operations. Provides tools to increase business efficiency, enhance client experience,acquire and qualify sales leads and improve profitability in one complete program. Includes data-based, personalized marketing as well as analysis reports and planning. Your customer will sense and see that you are making an extra effort to understand the situation at which they are and to really understand them to be better able to help them get where they want to be. Collaborate with your accountant, bookkeeper Only gives staff access to the areas they need to do their job. With Bank Feeds allowing you to track cashflow, manage bills and simple to use. -
38
Myopolis
Myopolis
A texting platform that makes communicating easier for you and for your customers. Group communication made easier directly from the palm of your hand. With one number you have one text inbox. Your entire team can see if a customer was responded to, reached out to and what was said. SMS texting, Facebook Messenger, and phone calls all in one place. No more using personal phone numbers, support multiple employees with our mobile app. Track your team’s response times & more with our reporting. Sync your data from other applications and keep track of customer information. Add your team and communicate directly or in channels, share notes about customers. Create custom groups and send personalized group messages. Take your productivity to the next level by connecting Myopolis with 3,000+ apps, allowing you to automate your workflows. Sync your contacts to get a clear overview of your customer interactions by connecting Hubspot.Starting Price: $28 per month -
39
Chromosis CRM
Chromosis Technologies
Have multiple clients? Things getting out of hand? Do you want to provide the best possible service to each and every client, every time they engage with your organization? Do individuals in your organization have the right tools to perform and achieve the targets? Chromosis CRM software helps you to do just that. Chromosis CRM is tailored according to your organizational needs to offer the tools you need to know everything about your clients, insights of your organization and empower every individual in your organization to deliver consistently and deliver high value customer experiences. Track leads, Convert leads, Retains your customers, get complete visibility of Sales & Marketing in a structured way. Create lead database, get a view of all potentials, reminders of all follow ups. Get reminders from your calendar and track lead communication history. Automatic update database of all leads based on status and convert more leads by timely follow ups. -
40
CRM-Hub
CRM-Hub
Create as many sales pipeline dashboards as you need. Track your sales processes, business activities, and team recruitment sales funnels anytime and at all times. Every lead generated becomes a front and center opportunity on your dashboard. Once your leads are fed into the CRM-Hub dashboard, you can make as many stages as you want. Move them from stage to stage. Pinpoint their status in the sales cycle. Once a lead or prospect enters into CRM-HUB, it’s stored instantly and neatly with all the contact information you need for a seamless management of your new connection—from suspect to prospect to customer. Your prospects and clients can schedule meetings and calls right on your calendar dashboard, just like any external calendar subscription service you may have. Except on CRM-Hub, the data is all in one place. Your clients can reach you as easily as you can reach them.Starting Price: $99 per month -
41
Charm
Charm
Charm AI is an outbound sales platform to target prospects that want what you sell -- without spamming others. Launch hyper targeted cold email campaigns to maximize your interested response rate. Charm is a full-stack solution with: 1. Lead database, better than Apollo/RocketReach 2. Custom filters for lead qualification, better than Clay 3. AI enrichments for email templates 4. Unlimited email management, warmup, and sending Perfect for founders and CEOs looking to scale their weekly meetings with qualified prospects.Starting Price: $500/month -
42
Press Ganey
Press Ganey
Meet and exceed consumer expectations for care—and achieve new levels of growth and loyalty. Press Ganey’s next-generation Consumer Experience technology will revolutionize patient acquisition, retention, and reputation management at your healthcare organization. Press Ganey announced the acquisition of SPH Analytics (SPH), the national leader in member experience measurement and engagement for the health insurance industry. Press Ganey will combine its industry-leading patient experience data with SPH’s rich member experience data to unite previously fragmented provider and payer insights to drive optimal healthcare outcomes. Your dedicated Press Ganey success team is on hand to guide and advise you every step of the way. Our continued investment in leading-edge technology and top talent puts our clients at the forefront of healthcare. -
43
Contact Wolf
Lonewolf Software
Managing all of your personal and business contact information can be an overwhelming, time-consuming and frustrating experience. Keeping your contacts well organized, up-to-date and linked is key for increasing productivity, networking and saving time. Contact Wolf is a contact management software solution that is easy to learn, quick to master and will transform the way you manage your contact data. Finding information will no longer be an arduous task. Organizing your contacts will become intuitive and simple. Whether you just want to manage and organize your home address book or you need your business to run more efficiently, Contact Wolf provides you with the features and tools you need to finally make managing your contact data effortless and in a way that makes sense to you. Contact Wolf was designed to be powerful enough for large or small businesses to maintain large client and customer databases or perfect for the average home user that just needs a great address book.Starting Price: $29.95 -
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Helmdeck
Helmdeck
Meetings, mails, calls or internal notes. Log it all in the system. Store generated or uploaded documents. Complete history of cooperation you will find in one place. Help yourself and coworkers with high quality service. You don’t have to adapt the organization to the app, introduce your own solution. Adjust the forms and work with worked-out solutions. Centrally shared information helps avoid duplication. Information can be tagged and segmented. Define what details are crucial to fill in. Written down data you can filter and collate in reports. Garner information for better understanding of clients preferences. Send apropriate quotes in the most relevant moment. Managing business relations was never that simple.Starting Price: $27 per month -
45
Copy2Contact
Anagram Technologies
Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.Starting Price: $34 per user per year -
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CiraSync
CiraSync
Manual workarounds for syncing contacts, calendars, and notes to smartphones are error prone and time consuming. Custom apps are not scalable or have limited functionality. Without an automatic GAL sync solution, employees waste time looking up current contact information, are unable to identify critical business calls, or are forced to make manual updates. Unsynced shared calendars lead to missing business-critical meetings and ineffective management of projects, emergencies, or shifts. The CiraSync platform provides centralized administration with single sign-on, granular control, and best-in-class support. No software to install, no client configuration, and no need for user training. Sync unlimited number of contacts, shared calendars, and notes multiple times a day. Control who gets which contacts and calendars by leveraging existing distribution groups.Starting Price: $1 per user per month -
47
Datrm.in
Flat Creek
Encourage your top contacts to take action with an integrated call tool that can be customized for specific events. Filter and group your contacts by activity, transactions, custom fields, even proximity. Enhance your existing contacts with social, consumer and voter data from third-parties like FullContact. Create filters to automatically segment contacts into targeted drip and retargeting campaigns. Import existing contacts from Excel, Google Contacts, website forms, and hundreds of other sources. Create custom user roles with specific permissions for what users can see and do in your account. Mobilize your network to help you reach your goals. Datrm.in is here to help professionals, non-profits and campaigns build stronger relationships with their audience and mobilize them to take action. Easily track online and offline contributions, create call lists, see call results in real-time, and export lists for mailing and compliance.Starting Price: $250 per month -
48
FluentCRM
WPManageNinja
Email Marketing Automation dedicated to WordPress, and you! FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever having to leave your WordPress dashboard! All the essential features you need to skyrocket your growth. Email marketing offers the highest ROI. And with FluentCRM’s email campaign manager, you will be able to mass email campaigns for greater conversion rates. Our simplified CRM will help you master email marketing like a pro! A robust customer data platform is vital to creating a successful marketing campaign. Whether it’s a glance over a customer’s profile or tracking their purchase history data, FluentCRM presents them in easy biteable sizes, allowing you to have eyes everywhere.Starting Price: $129 per year -
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Affino Unified Business Platform. The Unified Business Platform for media, publishing, events, membership and professional services organisations. The complete solution for engaging with and monetizing audiences. Platform. The Affino SaaS Platform delivers a full single customer view for engaging and monetising audiences. Affino helps streamline and make organisations more efficient, cost-effective, and productive, with unique revenue stream capabilities. The fully GDPR-compliant system is built on Actionable Intelligence - prompting and triggering intuitive rapid responses based on first-hand real-time data. Affino incorporates an enterprise level CRM at its core alongside extensive Sales & Marketing Automation and Subscriptions & Membership Management. Expertise. Each Affino staff member is a category expert with several years of real-world executive experience. Some staff members have been pushing digital boundaries since the start of the World Wide Web around 30 years ago;Starting Price: $900 per month
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50
CxCRM
Callippus Solutions
CxCRM is a flexible solution for managing sales and the entire lifecycle of a customer. CxCRM is targeted for the Small and Medium business segment with specific emphasis on the customer sales lifecycle. CxCRM can be used to manage Leads, Contacts, Opportunities and Accounts. A data synchronization tool is provided for synchronizing offline data into the online system and vice-versa. It's unique contact management system can help build a network of contacts with great ease. Contact management and accessibility is highly flexible, secure and can scale to millions of contacts. The solution is built from the ground up using J2EE technology. J2EE lends itself to near linear scalability while keeping the Total Cost of Ownership to the bare minimum. Application is completely web-enabled with role based access control. Tight security controls, audit logs and configurable logging levels help administer these products effectively.