Alternatives to CiuisCRM
Compare CiuisCRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CiuisCRM in 2025. Compare features, ratings, user reviews, pricing, and more from CiuisCRM competitors and alternatives in order to make an informed decision for your business.
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1
BuildOps
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office. -
2
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 -
3
Karlia
Karlia
Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.Starting Price: $17.70 per user, per month -
4
Sales Accelerator
VoltusFreight
Increase your revenue by managing enquires systematically. Know what and where your sales team activities are and track tasks easily. Track bottlenecks and increase operational efficiency. Create Jobs, related task, allot task to teams or individuals. Keep your books updated. Track income, expense, payment, account receivables, and account payables. Always be credit ready. Increase your business with VoltusFreight Freight Finance. Empower your customers to share enquire, receive quotes, chat, negotiate, finalize quotes, share PO, and track shipment. Always keep in touch with your partner agents. Send quotation request, receive rates, chat, negotiate, and finalize status.Increase your digital web and platform presence. Gain Visibility in private directories of customers and generate more leads. Digitize your Freight Business through custom-built freight forwarder apps to solve all your business automation needs.Starting Price: $2.00 per month, per user -
5
ONE UP
ONE UP
AI transforms bank feeds into accounting with 95% accuracy (#1 Ranked by Forbes AI benchmark). Automated and customizable by each client. 10 times more usage compare to traditional banking portal. 85% of customers logging in each month. Open banking through neobanks players like Google, Intuit, PayPal, Square and more coming, has created new threats on all your business banking revenue streams: from deposits, loans to payments. Growing your net banking revenue through real-time cross-sales and making the most out of your Small Business existing customers thanks to Smart Advices ™ powered by OneUp. OneUp platform is API based to ensure fast implementation and to offer the customization and the flexibility you need for your project. Display income, spending and overall profitability for the defined period of time, in a defined currency. Data is provided by OneUp AI that transforms bank feeds into accounting entries.Starting Price: $9 per month -
6
ConvergeHub
ConvergeHub
Customer Lifecycle Management CRM, from cold prospects to happy lifetime customers. One place for all customer information and activities. Sell smarter and close deals faster with easy to customize sales processes and powerful automation. Launch effective marketing campaigns, find more interested customers, and increase your ROI dramatically. Empower agents to deliver delightful customer experience and build life-long relationships with 360-degree customer view. Track products and services, create and send custom invoices effortlessly, manage discounts, track payments and grow your business. From cold prospects to happy lifetime customers to brand advocates and beyond. Manage all customer information and activities from one place. Manage sales, marketing, customer service and billing from one unified platform. Get a 360-degree customer view and avoid duplicate data entry.Starting Price: $11.00/month/user -
7
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
8
BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
9
Clarity Software
Clarity Software
Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data. -
10
OneDigiFlow
OneBizStore Technologies
A simple CRM software to follow up with your potential customers through enquiry/sales life cycle, create and share quotations on the go, manage projects, tasks & job works with ease and send invoices in a breeze. In short, become productive and focus more time in growing your business. Our infrastructure is available 24/7 and you just need to enter your user name and password to get started. The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance. Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval.Starting Price: $65.93 per year -
11
Intellistant
Infolink Technologies Pvt.Ltd
Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.Starting Price: $20.00/month/user -
12
Selltis
Selltis
Selltis CRM is a team-selling software solution designed for and in partnership with industrial sales organizations and their channel partners. Because of this, many industry-specific features that would require costly customization in other platforms come standard, right out of the box. Manage your business more proactively with forward-looking KPIs. Track what matters most with customizable dashboards. Easily compare real-time or past performance with current goals. Gain visibility throughout your business by integrating with your ERP, email, marketing and other platforms. Send quotes to your ERP system with one click, eliminating repetitive data entry. Access your data 24-7 in real time, from any device, with the cloud. Restrict which users can read, edit and delete documents or access specific features. -
13
Kool CRM
BTS Software
Kool CRM offers you to manage you mailbox very easily. You can view email, send email by few click. This feature allows you to organize your contacts into groups and into any context that you see fit. Admin can add new activities for today or next day. Also can edit a activities, can mark done an activities etc. Usign Kool CRM one can easily handle events. User can easily create events , view evenets and delete a events very easily by few click. Create better sales campaigns in the future by analyzing the hard data of past campaigns. Kool CRM offers you to maintain your quotes very easily. You can create new quote, view previous all quote from quote section. Kool CRM offers payment section for maintain your payment properly. You can easily create new payment with other information. From invoice section you can create invoice very easily. You can also view all invoice from here. You can also set recurring invoice from here. -
14
raideCRM
raideIT
raideCRM model oversee an entity's relationship with customers and streamline the business's operations. This Cloud CRM is developed to administer the lead, convert it into quotation and close the Sales. It is a dynamic CRM: allowing CRM integration with another solution, possessing a statistic CRM dashboard, as well as CRM Business Analyst, and an attractive CRM template: all in one raideCRM platform. Create an account and add a contact of Customers, distributors, and resellers in CRM Contact. And make the available data to the best use of businesses' interests. CRM identifies all the accounts of the businesses. Monitor the progress of the existing sales across the organizations. Prepare a Quotation and Sales Invoice directly. Comfortably comprehend the challenging areas. The raide Sales Automation process oversees the. -
15
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
16
Sellsy
Sellsy
Manage your sales cycle from start to finish with Sellsy, a complete online customer relationship management (CRM) and online sales management software. With Sellsy, sales teams regardless of size and industry can manage and track leads, create quotes and invoices, and engage customers with ease. A modular offer based on a team's specific needs, Sellsy comes with business management, CRM/opportunity management, subscription management, POS, website blog and ecommerce, purchases, margins, expense tracking tools, and so much more.Starting Price: $50.00/month -
17
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
18
Axonaut
Axonaut
Axonaut is the all-in-one tool that delivers the unbeatable combination of power, efficiency and simplicity, all at a price that won’t break the bank. Running a small business is hard enough. You deserve a CRM that makes it easier. Manage all your contacts in one convenient place. Make customer relationships easier and more productive. Generate branded quotes and invoices. Convert quotes to invoices with one click. Manage revenues, expenses and cash flow. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. Customize your export process and formats. Manage company-specific accounting codes. Create and manage email and text message marketing campaigns. Group and segment mailing lists with multi-criteria for a more targeted approach. Manage your team and associated costs with the Staff Registry.Starting Price: $29.99/month/user -
19
workXmate
workXmate
Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.Starting Price: $5 per user per month -
20
Salestack
Salestack
Your customers deserve a better experience. Using sales automation system. Marketing & Sales. Create, track and analysis of the marketing & sales. Marketing. Create & manage your marketing campaign with inquiry management. Sales automation. Create & manage your leads with fully automation CRM software. Invoice & Inventory. Generate invoice and track your inventory on single click. Quotation & Invoice Create, print & send on whatsapp with customize reports. Sales Order & Purchase Order. Manage employee wise sales with tracking reports Inventory Management. Track your material stock using smart CRM system. Project Management. Manage your projects with live progress. Task Management. Assign project task employee wise with task tracking reports. Project Milestones. Manage & track your project milestones with different types of reports. Ticket System. Ticket generation system with customer panel, give good service to your customer using automation.Starting Price: $40 per user, per year -
21
WorkWell
WorkWell Software
Comprehensive management software for your small service business. WorkWell handles job scheduling, tracking, invoicing, reminders, mapping, and so much more! The WorkWell Command Center runs on your desktop and provides a complete and easy to use suite of tools for managing your growing business. WorkWell Field Service smartPhone App provides you and your technicians everything you need to know while at customer sites. As the owner of a small business, it is up to you to stay on top of everything. You need to be aware of all the details, including schedules, pricing, appointments, customer expectations, etc. There is a lot to track to retain customers and find new business. WorkWell helps you do this like a management pro while saving you time. Take your business to the Next Level! Schedule jobs, appointments and employees. Track all your communications with customers. Create & send Quotes and Invoices. Job mapping & worker GPS tracking. And much more ...Starting Price: $25.00/month -
22
Kemo SaaS
Kemo SaaS
Kemo SaaS is an all-in-one marketing and sales software designed to streamline workflows and improve results for businesses of all sizes. It offers a variety of features including: Website builder: Create a website to showcase your business and capture leads. Form builder and survey maker: Create forms and surveys to collect data from potential and existing customers. Chat widget: Chat with website visitors in real time to answer questions and convert leads. Sales funnels: Design sales funnels to guide potential customers through the buying process. Analytics and reporting: Track key metrics and measure success to improve your marketing and sales strategies. CRM: Manage your customer relationships and track interactions. Payments and invoicing: Process payments and send invoices to customers. Courses and memberships: Create and sell online courses and memberships.Starting Price: $49 per month -
23
VISION CRM & MIS
PSP
VISION is a fully customizable CRM system and Management Information System that enables you to run your business. It’s a data warehouse that brings together quality management, project management and financial management in real-time, in one place, on one screen. VISION is a powerful Custom CRM and Management Information System bringing all your business data and ‘controls’ under one roof. VISION’s Modules and Dashboards are fully customizable to suit your organization. You can manage your customer contacts, deal with your suppliers and plan your sales activity. You can send emails sync’d with Outlook, track your email marketing campaigns and raise your quotes and invoices. And you can run your large scale projects and even manage your unique quality systems across the whole organization. -
24
Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
25
MergeWare CRM
J&J Technology Consulting
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other. -
26
Cenmax Fluid
Cenmax
Get More Work Done, Easily! State-of-the-art tools that help you efficiently manage your leads, provide better support to your clients and manage your projects in a much better and efficient way. No more you need to pay for multiple software to get your work done. Cenmax Fluid can take charge of all! Solutions that every business want! No matter whether you’re starting up or have an established presence in your industry. We have solutions for all your needs, in a single package. Lead Management. Add leads, reminders, and keep following up your prospect. Get rid of manual-messy management & automate it instead. Invoicing System. Send eye-catchy invoices to your clients and let them pay for it online using PayPal, PayU or any aggregator of your choice. Expense Manager. Expenses happen everywhere. Keep a log of your enterprise’s expenses and let your staffs get reimbursed whenever needed. Customer Support Streamline your online support operations and keep everything on trackStarting Price: $84 per month -
27
Workee
Workee
Best website builder for small businesses with seamless customization. Get your site up and running in less than 1 minute. Create your work schedule in seconds. Set days, hours, or any configuration you want. Built-in bookings, payments, video calls, and invoicing to automate a freelance business in one place. Flexible options for better time management and monetization. Any time slots available for engagements of your choice. Selling your professional services and jobs on your Workee website has never been simpler. Enjoy payment freedom with our integrated payment systems and 0% transaction fees. Send invoices and get paid hassle-free, all in one place. Manage your meetings, track time, send invoices, and calculate taxes in one single place. Building your professional presence has never been easier. Set up timeslot availability and price. Choose a timeslot duration for appointments and detect clients' timezone automatically.Starting Price: $290 per month -
28
EspoCRM
EspoCRM
Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices. -
29
NextStage
NextStage
Automate the busy work of business development so you can focus on PWin-enhancing activity. NextStage is the one-stop shop for market intelligence, task order management, capture, and proposal workflows. Search government contract opportunities from SAM.gov, FPDS, and GovWin. Manage government contract vehicle task orders from GSA eBuy and CIO-SP3. Add opportunities to the pipeline in a single click. Get notified of new opportunities with saved searches. Execute capture without spreadsheets, slide decks, and manual data entry. Track key data points about your opportunity. NextStage syncs your data with Sam.gov, eBuy, GovWin, and more. Shipley-ready pipeline and opportunity management built for your workflow. Efficient communication between BD, proposal, and executive teams in a single place. Create an accurate timeline of key milestones. Create revenue projections designed for GovCon. Customizable dashboard to track metrics that matter.Starting Price: $3,000 per year -
30
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
31
Ad Orbit
Ad Orbit
A stellar end-to-end solution. Extensive integration & configuration options. Real human customer service. Track revenue forecasts, create proposals, book ad inventory in real time, get e-signatures, capture payment methods, and help your team reach their revenue goals. Automation workflows allow IFTT processing for ad assignments, status updates, customer notifications (content collection reminders), ad serving & reporting. Systematically bill and track payments. Get insight into revenue forecasting, aging, cost of goods sold, and more via customizable dashboards. Integrate with ERP/GL platforms. Clients can sign orders, submit ad materials, approve proofs, pay invoices, view campaign performance details, and generate account statements online. Built with integration in mind, Ad Orbit makes it easy to plug in your favorite apps. From dozens of direct integrations with some of the largest media and tech brands, to our RESTful API & Zapier integration. -
32
Nafhaa CRM
Nafhaa
Nafhaa, proudly made in India by a 100% Indian equity company, is your premier international software product offering. Experience true customization with our automated business software, encompassing CRM, ERP, HRMS, and a complete eBusiness suite. Harness the power of data to create, manage, analyze, report, and forecast effortlessly. Empowering businesses of all sizes, Nafhaa is driven by a clear vision to automate business functions, allowing you to focus on growth and profit. Just as our name suggests, Nafhaa means profit, join us on this journey towards unprecedented success. We are a chain of retail outlets which runs on a model of central purchasing. With Nafhaa we could easily do entries of purchase & more importantly, entry of stock transfer became much easier. Nafhaa helped us in saving time & made our organization much more efficient.Starting Price: $5.51 per user per month -
33
ROI 360 by TALONOID
TALONOID Technologies
ROI 360 is a versatile, fully customized platform designed to streamline and enhance business operations, specifically for service-oriented industries. It offers a comprehensive suite of tools to efficiently manage every aspect of your business. Key Features: CRM: Manage customer relationships, track interactions, and optimize your sales funnel. Sales Management: Streamline sales from quotation to fulfillment with accurate reporting. Invoicing: Simplify billing with automated invoicing and integrated payment processing. Project Management: Oversee projects with task assignment, progress tracking, and deadlines. Inventory Management: Optimize inventory levels and manage stock movements. Purchase Management: Automate procurement and manage vendor relationships. Manufacturing: Enhance production with planning, scheduling, and monitoring tools. Maintenance and Repairs: Schedule and track maintenance to minimize downtime.Starting Price: $9/month/user -
34
Workforce Manager
AutoVu Solutions
A cloud based job management diary that you can access from anywhere. Send jobs directly to your site engineers mobile app or allow them to see a list of all outstanding jobs within their service route. Your user account is free for 14 days. With everything to gain and nothing to lose, give AutoVu a try today and start growing your business with our professional field service management tools. An introduction to Workforce Manager from AutoVu Solutions, the Field Service Management Application for the small to medium-sized business. This short video gives a general overview of Workforce Managers field service management core elements. We cover aspects of the diary management system for a detailed view of each engineer's schedule, Navigation and visual location of the customers property, and work order management. AutoQuote for detailed instant quotations, purchase orders and invoicing are also discussed within the video.Starting Price: $25 per month -
35
Chatabox
Werkflo Software Solutions Pty Limited
Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.Starting Price: $0 (free version) -
36
Voiie
Voiie
We provide a complete management system with tasks, appointments, sms, email and payment processing to manage your contacts. Non-Profit Memebrship and Membership based Business can see the beneift of recurring contact and charges Quickly organize, manage and track all aspects of your contacts or customers. Intake forms, website forms, quotes management, invoicing, policy and sales tracking, Payments processing using ACH and Credit/Debit Cards, Appointment Reminders Using Sms and Emails. Contact Types Organize contacts, by type and Add Custom Contact Lists and mass email or SMS the list.Starting Price: $9.99/month/user -
37
streamSWEET
Stream Interactive
Stream Interactive is an established web-based software developer in Auckland, New Zealand. We specialize in the development of association management software. We also have vast experience creating leading edge web based software solutions for companies that are serious about doing business online. Improve efficiency with our web-based association management system - AMS. Software to manage organizations. Bring all aspects of running your professional association together in one website solution and save time. Best of all our membership management system can be tailored to suit your specific requirements. Automate membership renewals. Allow new and existing members to sign up online with a simple wizard tool. Accept online payments, automate fees calculation, the sending of invoices and statements, freeing up time for other tasks. Communicate, inform and engage. Deliver information, news, and online resource directly to members using online login pages & dashboards.Starting Price: $5000 one-time payment -
38
Adaptive ERP
Adaptive
Adaptive provides an all-in-one, user-friendly, cloud-based, customizable ERP with cyber & fraud risk controls. * Enhanced Security for all clients: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP *Client Relations & Customer Support * Ticketing * CRM * Issue Tracking * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio Project Management with Kanban-C & Gantt Charts * Time & Billing * Scheduling * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed ReportingStarting Price: £400/month -
39
Getlead CRM
Getlead
Getlead CRM simplifies the process of managing interactions and history of contacts. All new events like phone calls messages missed calls and IVR data connected with a business is easily logged and further interaction can be planned, automated and executed effectively than ever before. Getlead CRM can create reports, import/export contacts, carry out analysis, and perform segmentation of the targeted audience as precisely as needed. Incoming contacts or leads are redirected correctly and divided among sales managers, marketing campaigns can be analyzed, and access permission to any deal or lead can be varied depending on its status or other parameters. Dashboards in CRM gives the instant snapshots of the most important sales activities. Each agent can see how many leads the company generated, how many leads haven’t been converted to customers, agent’s rating in comparison with other sales team members and so on.Starting Price: $29 -
40
Leader
Leader
Automatically capture phone calls and manage your leads on the go. Win more customers with the all-in-one CRM for small businesses. Leader integrates with your phone calls, calendar, and messages and enhances your business communication with data, automation, and work tools. Calls are automatically captured and identified with the caller's name, social profile, job title, and more. Create tasks, notes, and reminders, and set auto-replies with your own digital business card. Shorten your sales cycles, send price proposals, and win more customers. See data collected from the web about your callers. Find out about their work history, education, social networks, and more. Discover company details crucial for your sales closure. Focus on data that build relationships with your customers. See data collected from the web about your callers. Find out about their work history, education, and more. Discover company details crucial for your sales closure.Starting Price: Free -
41
Clatos CRM
Dunes Factory
Clatos CRM brings the most effective general-purpose solutions and vertical solutions under one roof. Get to understand your audience and find new ways to plug into them. Clatos CRM enables you to adjust your promoting, deals, and back groups with bound together client data. Increase your deal efficiency by 25%. It ranks as the no.1 CRM for its services and user interface. Connect deals, benefits, showcasing, commerce, and IT, and personalize experiences. Ease of plan and execution at speed with high ROI. Keep track of all leads in one spot so you can quickly track their development. Auto-import leads from email, make notes, generate proposals, and attach files. Create a professional and eye-catching invoice. Attach files and send them to your clients immediately. The ability to create recurring invoices. Create an email from scratch or use a pre-built template that fills in necessary contact details. Then, add a document from the CRM document management system. -
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Ecrion
Ecrion Software
The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications. -
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VistaCRM
Vista Design
VistaCRM has a quick, powerful contact and customer management system that ensures all the important data is at your fingertips 24/7. With VistaCRM you can track and manage all the important stages of a business transactions so they are always available to your sales team. VistaCRM is a business management system that is perfectly suited to easily manage your business leads, customers, quotes, orders, invoices and online payments. Knowing your customers and contacts is key to any running and growing any business. VistaCRM has a quick, powerful contact and customer management system that ensures all the important data is at your fingertips 24/7. Having access from any device wherever you are is vital to ensure you always have access to your customers and business information. VistaCRM is compatible on desktop computers, tablets and smartphones.Starting Price: $12 per user per month -
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Agile CRM
Agile CRM
All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.Starting Price: $8.99 per user per month -
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CHI Express
Logica Infotech Services
Give your team the tools to increase customer happiness. Set questions - Schedule Survey - Get Feedback by SMS, Email - NPS Dashboards Captures customer satisfaction information directly from your website, mobile apps, or by SMS or by Email notifications. Review real-time CSAT & NPS metrics to improve customer experience. Automating routine tasks like sending reminders, payment information, making communication by digital mediums, enhancing engagement and retain relationships with customers, vendors and employees. Create your online survey in minutes. Reach your audience on every device. View survey results graphically and in real-time. Configure survey questions, schedule survey, get feedback by SMS, Email, mobile devices, review CSAT & NPS in real-time dashboards. CHI® Express empowers you to measure CX, CSAT & NPS metrics in real-time. Convert your ideas to survey questions. Realize what kind of data you would like, and choose the appropriate question type text. -
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Grow In Cloud
Grow In Cloud
Grow In Cloud offers a free, easy-to-use, customizable client site where visitors can book appointments, share documents, make online payments, and much more. If you already have a website, our live web widget easily integrates and allows you to take appointments and capture leads. A live web widget is a perfect way to collect details of new leads and increase the chances of converting these into customers through instant response. Thanks to our instant notification feature which instantly informs you of any new contact forms submitted via live web widget. Online invoicing with Grow In Cloud lets you create and send invoices from anywhere. Our easy-to-use online invoicing tool saves you time and enhances your client communication experience. You can also get paid instantly with Grow In Cloud’s online payments solution. Grow In Cloud works seamlessly with payment gateways such as Paypal and Stripe for multiple currency payment processing at low fees.Starting Price: $12.76 per month -
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Omind
Omind
Provide proactive engagement, personalize user interaction, automate conversation & create user journeys over business messaging channels. Show your customers that you care for them, empower your team to communicate across multiple channels seamlessly and create a great first & lasting impression. Now build conversational AI bots swiftly and deploy within no time with our no-code builder. Add a custom function & datasets for complex operation. Get an easy to use WhatsApp campaign screen that allows you send WhatsApp notifications like a pro. Quick and easy way to visualize your data on our dashboards. Get whatever information you want while keeping up with the latest trends in your industry with just a click. We take data security very seriously. With data centers based out of EU, US & SEA and secured with AES 256 bit security & in-transit encryption, your data is safe and secure.Starting Price: $99 per month -
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Oscar
OscarOnline
By having your customers and prospects in OscarOnline you open up a powerful set of abilities that make many tasks quicker and easier than before. It's UK small business CRM software at it's best! No more forgetting who said what to who and when, with OscarOnline you can easily keep track of your conversations and the emails you send to customers and prospects. With your customers and prospects in OscarOnline its quick and easy to quote, issue order confirmations and invoices. No more copying and pasting from Word & Excel! So you've got a nice list of prospect emails and permission to email them, well now you can send to them directly from OscarOnline. Believe it or not, all of the above are in our Starter Package! You can view our packages which include prices via the top menu. Depending on what kind of business you are in, you may be lucky enough to use some of the more niche features of OscarOnline too. -
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EBP CRM
ebp
Save precious time by retrieving the information you have collected in your CRM tool without any re-entry! Take advantage of third-party synchronization, add a quote to your sales management solution from the opportunity sheet of your customer management software, make the link between the status of opportunities and the status of quotes, etc. The General Data Protection Regulation (GDPR) aims to harmonize European legislation around data protection, taking into account technological developments. A good knowledge of your prospects and customers is essential to ensure follow-up and the development of your business. With your CRM software , save the whole commercial exchanges: e-mails, calls, letters. Follow the evolution of sales opportunities and create targeted marketing campaigns. -
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Teamleader
Teamleader
As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?Starting Price: $25.00/month/user