Best Web-Based CRM Software of 2025 - Page 71

OnCourse combines sales automation, email and SMS sequencing, and calling functionalities into one robust CRM solution. This integrated suite is designed from the ground up to enable you to reduce expenses on your sales toolkit, enhance your sales initiatives through powerful automation, and significantly boost your team's productivity. You can easily send customized SMS messages directly from the platform or plan them for future delivery as part of a sequence. Establish a reliable pipeline with automated insights that reveal effective strategies, along with capabilities for activity tracking, reporting, call recordings, team member segmentation, reply monitoring, and much more. To streamline your transition, we offer data migration services that ensure all your information is imported into OnCourse efficiently. Additionally, we can clean your data to eliminate annoying duplicates, ensuring your team starts off strong. OnCourse is not merely a CRM; it serves as a comprehensive Sales Automation Platform that offers a proven strategy for achieving success and empowering your sales team. By leveraging these tools, you can facilitate growth and drive engagement like never before.

Sparq serves as a platform for customer insights that reveals valuable earned data. By employing a relationship-centered approach, it enhances customer profiles with each interaction, yielding deeper insights into customer behavior. Attributes such as motivation, preferences, and beliefs are transformed into actionable data points. This comprehensive understanding brings significant value, boosting customer acquisition, improving retention, and enhancing overall satisfaction. The method of progressive profiling ensures that unique insights are gathered that cannot be sourced elsewhere. Sparq stands out as a premier provider of continuously refreshed insights regarding customer preferences, priorities, and buying habits, all acquired with proper consent. Furthermore, every client of Vision Critical is paired with a dedicated Customer Success Manager, who offers expert advice based on nearly two decades of experience in the customer insights field, ensuring effective recruitment and engagement strategies. Ultimately, this combination of cutting-edge data analysis and personalized support allows businesses to stay ahead in understanding their customers.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

QuinForce empowers B2B marketers to expedite their sales processes by offering adaptable end-to-end lead generation services, which are fueled by an optimal combination of skilled personnel and advanced technology. Our comprehensive marketing knowledge spans complex sales sectors, including technology/software, SaaS, healthcare, and financial services. Leverage QuinForce’s robust and verified global database, featuring over 50 million business contacts with detailed segmentation options, to connect with decision-makers that align with your ideal prospect profile. Effectively engage your audience using a strategic blend of voice, email, social media, web, and mobile channels. QuinForce’s tailored lead generation strategies are designed to seamlessly incorporate these five channels, ensuring they align with your unique marketing needs. Enhance your B2B marketing initiatives with QuinForce’s innovative marketing automation solutions, which synchronize every facet of your campaign for exceptional results, driving higher engagement and conversion rates. With QuinForce, transform your marketing approach to achieve outstanding success in your sales efforts.

A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team.

Vogueboard's cloud-based B2B eCommerce platform connects motivated buyers with building material suppliers for increased online visibility, client engagement and sales opportunities. Vogueboard users have immediate access to the tools they need to attract new customers, build relationships, and digitize the entire B2B transaction process for a paperless experience. Vogueboard's SaaS technology makes it easy to manage and download inconvenient hardware installations. Automate your sales processes to create a price list for building materials, manage product data, and process orders. Your digital storefront will allow customers to browse your merchandise and make purchases. This will help you capitalize on online sales opportunities. Our intuitive CRM is specifically designed for builders and distributors of building material. It helps you build and manage customer relationships.

Luminoso transforms unstructured text data to business-critical insights. We empower organizations to interpret and act on the information people give us by using common-sense artificial intelligence. Luminoso requires little setup, maintenance or training. It also doesn't require any data input. Luminoso combines the world's best natural language understanding technology with a vast knowledgebase to learn words from context - just like humans - and accurately analyze text in minutes instead of months. Our software offers native support in more than a dozen languages so leaders can quickly explore data relationships, make sense out of feedback, and triage queries to drive value. Luminoso, a privately held company, is headquartered in Boston MA.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

Intuitive, intelligent, and comprehensive, Mortgage iQ elevates your business performance. Offering Mortgage CRM, Lead Management, and Marketing solutions for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, we ensure your needs are fully met. Our robust CRM platform is designed with the capabilities necessary to support every department within your organization. By enhancing your operational efficiency, Mortgage iQ allows you to harness its advanced list management features to concentrate on the crucial relationships that drive success. Trust Mortgage iQ to guide your interactions; our dedicated team will help you set up targeted touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other valuable partners in your network. With our intuitive Template Editor, you can easily create stunning templates for impactful communications, whether for drip campaigns, mass outreach, or one-off messages. The demand from leading originators is clear; shouldn’t you join them in leveraging Mortgage iQ? Experience the transformation that comes from utilizing a platform tailored for your success.

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

Discover how your team can efficiently handle orders and requests, streamline marketing efforts, and evaluate performance metrics. All incoming orders are consolidated into a unified list that is then allocated to operators for processing. Every customer maintains a comprehensive communication history, regardless of the channel used. Automated triggers efficiently assign tasks to staff, send customer notifications, and update their information seamlessly. Operators benefit from a unified interface, eliminating the need to exit the CRM to check stock levels, generate invoices, or schedule deliveries. Aggregate customer information from various channels within the CRM system, enabling effective database segmentation based on this data. Implement automatic strategies designed to boost repeat sales while delivering personalized marketing campaigns to segmented audiences. Engage with customers through messaging apps directly within the CRM platform, and access past customer interactions with just two clicks. Additionally, create orders directly from CRM conversations and verify product availability using the integrated catalog. This comprehensive approach enhances operational efficiency and fosters stronger customer relationships.

Market Force has developed the KnowledgeForce® platform, a cutting-edge technology designed to gather, integrate, and visualize customer experience (CX) data effectively. This platform harnesses advanced big data technologies to aggregate customer experience information from various sources, including those collected by Market Force, third-party vendors, or directly from your own data. With KnowledgeForce, executives, managers, franchise owners, and on-site operators have the capability to delve into specific geographic details and pinpoint areas needing improvement, allowing for swift corrective actions. The platform is tailored to display data according to user roles, enabling stakeholders to access enterprise-wide insights while also drilling down to site-specific information seamlessly. Store managers and franchisees can monitor performance metrics relevant to their specific locations and make comparisons with regional or corporate benchmarks. Additionally, KnowledgeForce offers over 50 standardized reports that can be customized for either online access or automated distribution. This flexibility ensures that all users have the information they need to drive enhancements in customer experiences across the board.

AIQUA serves as an advanced customer engagement solution, allowing you to connect with your audience based on their behavior both within your app and on the web. By utilizing AI technology, it enhances conversion rates across channels that you control in your marketing efforts. The platform facilitates deeper engagement on various devices and through numerous marketing-owned channels. It provides immediate insights into your audience's specific needs as soon as they arrive on your site. Additionally, it can suggest products that your customers are seeking even beyond the confines of your application and website. By re-engaging users through a diverse array of channels and formats, AIQUA ensures that you maintain a strong connection with your audience. It employs AI to proactively gauge the interests of your users based on their external activities. Furthermore, Appier's cross-screen database allows you to track user interactions across different devices, enabling you to choose the optimal channel for audience engagement. You can reach your customers through various means including mobile app push notifications, in-app messaging, browser push notifications, SMS, email, messaging apps, and several other platforms, ensuring comprehensive engagement strategies that resonate with your audience's preferences. This multifaceted approach not only enhances customer satisfaction but also drives brand loyalty over time.

Develop and nurture cross-channel connections to enhance customer satisfaction with an impressive 50 million transactions monthly, 10 million bot interactions, and engagement across 500 million sites and over 15 major social networks as well as five primary instant messaging platforms—creating a cohesive digital engagement experience with a customer experience (CX) focus! Our goal is to empower every organization globally to enhance customer happiness. Currently, 70 of the top 100 most valuable brands recognize us as the essential ingredient in crafting remarkable customer experiences. By facilitating millions of interactions across various non-voice channels, SimplySocial ensures exemplary customer support with complete omni-channel integration. Leveraging advanced machine learning and cutting-edge AI for both agents and customer interactions, we are pioneers in conversation management. Simplify360 enables you to efficiently dispatch responses, manage replies, and publish content across multiple messaging platforms such as WhatsApp, WeChat, Line, Viber, and SMS, making it a comprehensive solution for all your non-voice customer service needs. This innovative approach ensures that businesses can maintain strong relationships with their customers while streamlining their communication efforts.

The Avaya Experience Platform offers a robust solution for customer engagement, seamlessly blending voice, video, chat, messaging, and other forms of communication to ensure fluid interactions across different channels. Focused on improving experiences for both customers and employees, it provides agents with immediate access to customer information through a consolidated desktop interface, allowing for personalized and effective service. This platform facilitates the handling of both incoming and outgoing communications, ensuring that customers can connect through their preferred methods while providing agents with essential tools to efficiently address their concerns. By integrating various communication channels and incorporating sophisticated analytics, the Avaya Experience Platform enables organizations to enhance their contact center operations and deliver outstanding customer service. Additionally, its adaptability to changing customer needs allows businesses to stay competitive in a rapidly evolving market.

Hoodys is a platform for optimizing hotels operations and guest satisfaction. Hoodys is a hotel optimization company that aims to increase revenue, safety and efficiency for guests. Hoteliers can manage hotel operations and tasks efficiently and smoothly. Hoodys uses edge computing and AI technologies to automate the hospitality industry and ensure safety for guests.

A single solution designed for your entire organization. This software application is tailored to simplify all your administrative tasks. With our software, you can enhance the flow of information and communication throughout your organization. This leads to greater effectiveness and efficiency for your company. Our software was developed to be flexible and can be fully customized to meet the specific needs of your business and industry, eliminating the need for costly bespoke solutions! Are you in search of software that can be accessed from any device, at any time, and from anywhere? Our cloud-based solution empowers you to retrieve all your business data whenever and wherever it is needed, ensuring that you stay connected and productive on the go. Additionally, this adaptability ensures that your organization can evolve alongside changing demands and technological advancements.

SundaySky enables companies to transform the way they communicate with customers, employees, and prospects through hyper-personalized video at scale. Its platform eliminates the need for one-size-fits-all messaging by tailoring every video to an individual’s behavior, data, or stage in the customer journey. From onboarding and sales enablement to marketing campaigns and learning & development, SundaySky supports a wide range of business use cases. With AI-powered automation, users can launch customized videos in minutes while maintaining brand consistency across all touchpoints. Features like dynamic scene personalization, automated voiceovers, and brand-safe templates allow teams to scale 1:1 video experiences without additional production resources. The platform integrates with enterprise ecosystems including Salesforce, Adobe, and CMS platforms, streamlining delivery and performance tracking. Its proven impact includes 29% increases in digital tool adoption and stronger engagement across industries such as financial services, healthcare, and B2B technology. By combining automation, personalization, and brand governance, SundaySky helps organizations maximize the effectiveness of their video communications.

Enhancing customer satisfaction and increasing return on investment are key objectives, and Oracle Maxymiser empowers both B2B and B2C marketers to craft optimized customer journeys on websites and mobile applications through techniques like testing, personalization, recommendations, and data insights. Identify effective strategies and high-converting elements effortlessly. The platform features a user-friendly visual editor that allows both non-technical and technical team members to collaborate seamlessly by toggling between visual editing and coding, making it straightforward to conduct A/B tests or intricate multipage funnel tests. By integrating audience data from various marketing platforms or external business sources with Oracle Maxymiser’s session data, marketers can gain a comprehensive understanding of the customer experience. Initiate A/B and multivariate testing while segmenting traffic to evaluate an array of variants as customers navigate through the sales funnel. Additionally, Oracle Infinity-powered Heatmaps unveil new testing possibilities and offer deeper insights into the digital customer experience, enriching the overall strategy for marketers looking to optimize performance. With these tools, businesses can ensure they stay ahead of the competition.

Continuously evaluate and enhance every interaction, each time you engage. By utilizing Adobe, you gain access to a comprehensive optimization system that features AI-driven testing, tailored experiences, and large-scale automation, enabling you to identify unique individuals amidst the crowd and provide them with joy. Truly remarkable experiences are those that are consistently personalized. Leverage our integrated, evolving profile to ensure the finest interactions across all platforms. Conducting isolated tests in separate environments is no longer sufficient; instead, seamlessly test across all channels whenever needed. The integration of AI is vital for effective optimization in today’s landscape. With just a single click, test and personalize for each visitor by harnessing the power of artificial intelligence. Outstanding customer experiences demand equally outstanding tools and resources. Furthermore, embracing a holistic approach to optimization will elevate your engagement strategy to new heights.

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

Site search should work for you. Our solution combines simple setup and out-of the-box functionality with the ability for you to have full control over your search results. Get started today with high-quality site search to scale up your business. Cludo is a user-friendly product that can be used by marketers and webmasters alike. With valuable tools and features like autocomplete, intelligent 404 pages, time-sensitive banners, and more, Cludo puts you in control of your site search solution. You deserve more than just fulfilling your searches. Cludo provides an easy-to-understand dashboard with comprehensive analytics. You can increase conversions and site time by making content decisions based upon what users are actually searching.

Leverage your data effectively in real-time with Experience Platform, which serves as the backbone of Experience Cloud offerings, transforming both Adobe and non-Adobe data into comprehensive customer profiles that are continuously updated. This open system utilizes AI-driven insights to ensure you provide tailored experiences across all channels. By integrating data from various sources, you can enhance and create real-time customer profiles seamlessly. The standardized XDMs and data validation processes make your data more accessible and comprehensible. Start personalizing experiences immediately using these up-to-date customer profiles. Furthermore, our dynamic identity graphs allow for the activation of profiles across multiple devices and channels. Experience Platform boasts powerful application services that deliver unmatched functionality, enabling you to analyze customer interactions across channels from a single interface. You can also activate real-time customer profiles for immediate personalization and design individualized journeys that adapt to shifting customer behaviors, ensuring a responsive and engaging user experience. Ultimately, this leads to stronger customer relationships and improved business outcomes.

Obtain comprehensive and impartial feedback from both your clients and caregivers. By collecting insights, monitoring trends, and fostering client loyalty, you can successfully retain more caregivers while also freeing up valuable time for your team. Integrating caregiver feedback with training initiatives not only enhances caregiver retention but also elevates the overall care experience provided. Our collaboration with the award-winning training organization In the Know allows us to deliver training that empowers you to take actionable steps based on the feedback from clients and caregivers, applicable in both online and face-to-face formats. Manage, reply to, and cultivate online reviews from various platforms all in one easily accessible interface. With 90% of consumers checking online reviews prior to making purchases, it's crucial to establish a robust online presence. Third-party surveys offer greater precision and reliability while saving you time. Enjoy the confidence that comes from maintaining a consistent understanding of the sentiments of both your clients and caregivers. This ongoing connection ensures that you can continuously improve and adapt to their needs.