Best CRM Software for Windows of 2026 - Page 15

Epicor Vision enterprise software is a powerful solution for automotive aftermarket parts distributors ready to deliver superior service to customers while maximizing profits. This comprehensive distribution management solution offers dozens of high-value features that help to drive increased profitability and efficiency while connecting virtually every part of your enterprise to help you remain competitive in today’s aftermarket. Key features include advanced inventory management and flexible pricing tools; innovative sales accelerator tools; extensive insight into business performance analytics; critical Epicor Vista® parts demand intelligence; channel connectivity to speed up operations up and down the channel; unique capabilities to help increase customer loyalty, including CRM modules; full integration with JMO warehouse management system; and visibility of inventory across enterprise at POS. Built to tailor specifically to your own unique mix of business, Epicor Vision software makes it easy to enable integrations of all your critical business processes into one single form.

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

Soft1 Cloud CRM Series 5 is a comprehensive software-as-a-service platform designed to help businesses enhance their relationships with customers, deliver exceptional service, boost sales, and foster further growth. This innovative CRM solution equips your organization with the tools needed to gain insights into accurate customer data and comprehend client behaviors more effectively. With its real-time capabilities, Soft1 CRM Series 5 allows team members to build on existing relationships and seize new sales opportunities from any location using any mobile device. Built on the Microsoft Windows Azure infrastructure, this system enables your business to lower operational expenses while empowering sales staff to achieve more, providing managers with deeper insights, and ensuring customers receive outstanding service. By consolidating customer information in a single location, businesses can seamlessly manage every aspect of the customer journey, from marketing and sales to support and service, thus enhancing overall customer satisfaction. This integrated approach not only streamlines processes but also fosters a more connected and responsive business environment.

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud { -Social Cloud|Social Cloud}

As an all-encompassing solution provider that spans consulting, implementation, and operational support, we deliver optimal solutions aimed at achieving the highest levels of customer satisfaction. The rexxact CRM is capable of offering a range of pre-configured standard solutions for various scenarios, including but not limited to sales force and key account management, reporting processes, pharmaceutical CRM, as well as services for consulting, IT, finance, and both retail and wholesale sectors. Centered around individuals, the rexxact CRM ensures that both customers and users are prioritized within the software design. Surrounding the customer are tailored processes and workflows that cater to their unique needs, emphasizing personalization in their breadth and depth. Moreover, regardless of its nomenclature, rexxact event management guarantees unparalleled flexibility. It allows users to establish foundational data such as descriptions, venues, dates, statuses, and stages of their events or marketing campaigns through customizable parameters, ultimately enhancing user experience and operational efficiency. This adaptability positions rexxact CRM as a vital tool for businesses aiming to streamline their workflows while prioritizing client engagement.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

QaizenX serves as a premier experience management platform tailored for businesses that prioritize their workforce and clientele. Our core mission is to enhance both customer and employee experiences, as we firmly believe that satisfied employees contribute to satisfied customers. Prioritizing employee experience is essential for any business aiming for success. Through our platform, organizations can gather valuable feedback from both customers and employees, analyze it effectively, and implement necessary changes to elevate overall experiences. By leveraging our top-notch Experience Management Platform, you can cultivate exceptional experiences for everyone involved. It’s crucial to listen to the perspectives of those who matter most, including customers, employees, dealers, and participants. Make informed decisions based on valuable insights—develop, manage, and monitor your action plans closely. In addition, ensure a seamless feedback loop in real-time to foster flexibility and responsiveness within your organization, adapting swiftly to changing needs and enhancing overall effectiveness.

Are you: Studying the changes to the SECURE Act rules? Using spreadsheets to calculate RMDs manually? Tracking client RMD withdrawals to determine if clients have taken them? Frustrated by custodians who calculate some RMDs but not inherited accounts? Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)? Trying to figure out how to manage the accounts under the 10-Year Rule? ProTracker RMD provides: Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries. Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger). A separate panel is used to track the expiration of accounts under the 10-Year Rule. Global 10-Year Rule Account Screen to monitor all client accounts for expirations.

Sales Simplify is a revolutionary application designed to help sales professionals reclaim up to three hours each day by significantly minimizing their administrative workload. Having already made waves in the USA and India, this innovative tool is ready to take on the global market. Transform your potential leads into meaningful opportunities with just a single click, all while effortlessly keeping track of notes, logs, activities, and emails for a comprehensive 360-degree perspective. With Sales Simplify, organizing leads, contacts, and activities becomes a breeze, enabling you to track, schedule, and manage tasks from one centralized platform while generating detailed reports that empower you to make informed decisions that enhance your conversion rates. The intuitive drag-and-drop sales pipeline streamlines processes, reduces unnecessary delays, and accelerates your sales velocity and overall growth, making it an essential asset for any sales team looking to enhance productivity. Now is the perfect time to leverage this powerful tool and transform your sales approach.

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

SelfPro CRM aims to assist small startups and SMEs by offering a comprehensive solution that addresses various needs, including Project Management, Sales and Marketing, Financial management, Recruitment, and additional functionalities. This all-in-one platform streamlines operations and enhances efficiency for emerging businesses.

Kreative Hive presents an innovative CRM solution specifically crafted for the retail sector, transforming how businesses connect with their clientele. This versatile platform integrates essential customer relationship management tools, allowing retailers to effectively handle and enhance their interactions with customers. Designed to simplify operations, it helps track customer preferences and refine marketing approaches. With user-friendly features like sales monitoring, tailored communication, and comprehensive analytics, retailers can obtain critical insights to boost sales and cultivate enduring customer loyalty. The platform’s accessible interface guarantees effortless implementation, making it a vital resource for retailers aiming to improve their customer experience and maintain a competitive edge in the modern marketplace. Additionally, the continuous updates and support provided by Kreative Hive ensure retailers can adapt to evolving market trends and customer needs.

The CRM offers boundless capabilities designed to meet the production needs of various businesses; it acts as a management tool that enhances efficiency, shortens timelines, and automates both workflows and data handling, making it a comprehensive, user-friendly, and straightforward software solution. CalLite CRM is purpose-built for automating tasks associated with teleselling, telemarketing, appointment scheduling, conducting surveys, performing market research, facilitating direct product sales, managing debt collection, handling inbound inquiries, providing customer support, and managing documents with features like electronic signatures and OTPs. As the most versatile CRM available, it is currently utilized by more than 160 companies globally, showcasing its widespread acceptance and effectiveness in diverse operational environments. This extensive functionality ensures that businesses can optimize their processes and improve productivity across various departments.

Introducing the Smart Business Card by Leapon, a cutting-edge solution designed to transform the way you network. Seamlessly connecting professionals, it merges innovative technology with personalized features to enhance every interaction. At its core, the Smart Business Card simplifies connectivity. Gone are the days of fumbling for contact details. With a simple tap, recipients can effortlessly access your information. Alternatively, share details via QR code for instant access, or send them directly through email or SMS, ensuring connectivity is both immediate and effortless. But it doesn't stop there. Elevate your professional presence with a Personal Landing Page. This customizable platform showcases your contact information, social media links, and even integrates customer reviews, allowing you to make a memorable impression. Share your vision and mission, adding a personal touch that resonates with potential connections. Forget about tedious data entry with Lead Generation Integration. Seamlessly integrate new contacts into your CRM system, automating processes and allowing you to focus on building valuable relationships. With streamlined contact management and email automation, nurturing connections has never been

At WorkerMan, we offer a comprehensive suite of business solutions meticulously crafted to align with your company's goals and principles. From custom website design and backend management to business promotion, customer relationship management (CRM), and sales enhancement, our services are designed to equip you with all the tools necessary to elevate your brand, attract maximum client interest, and foster impactful media interactions. By choosing us, you ensure that your business stands out in a competitive market while effectively engaging with your audience.

Tanyo CRM stands out as the premier software solution for the furniture industry in India. It serves as an essential CRM tool tailored for manufacturers, retailers, stores, and the home decor sector, positioning itself as a vital ally in boosting efficiency and fostering growth. Transform your business landscape with our user-friendly features crafted to simplify workflows and enhance overall productivity. With Tanyo CRM, you can easily optimize your operations and take your success to new heights. Unlock the full potential of your furniture business with Tanyo CRM today.

Kemo SaaS serves as a comprehensive marketing and sales platform aimed at enhancing efficiency and outcomes for businesses irrespective of their scale. Among its numerous functionalities are: Website builder: Craft a website that highlights your enterprise and captures leads effectively. Form builder and survey creator: Develop forms and surveys to gather valuable insights from both potential and existing clients. Chat widget: Engage with visitors on your site in real time to address inquiries and convert leads into customers. Sales funnels: Construct tailored sales funnels that carefully lead prospective buyers through their purchasing journey. Analytics and reporting: Monitor crucial metrics and evaluate performance to fine-tune your marketing and sales approaches. CRM: Oversee customer relationships while keeping track of all interactions. Payments and invoicing: Facilitate payment processing and dispatch invoices to your clientele seamlessly. Courses and memberships: Design and market online courses and membership offerings, expanding your revenue streams. Overall, Kemo SaaS not only simplifies various business processes but also empowers companies to maximize their growth potential.

SalesTown CRM is an all-encompassing software solution for customer relationship management that aims to optimize and improve the sales processes for organizations, regardless of their size. Featuring an intuitive interface along with powerful functionalities, SalesTown CRM equips users with tools for contact management, sales opportunity tracking, automation of marketing initiatives, and the generation of in-depth analytics and reports. Additionally, its ability to integrate with widely-used third-party applications facilitates a cohesive perspective on customer interactions. This makes SalesTown CRM an excellent choice for sales teams looking to boost their productivity, enhance customer engagement, and foster business growth, ultimately leading to more successful sales outcomes.

Krayin CRM is a meticulously crafted customer relationship management framework that utilizes cutting-edge open-source technologies, including Laravel, a PHP framework, and Vue.js, a dynamic JavaScript framework. This free and open-source CRM solution caters to both small and medium-sized enterprises as well as larger organizations, facilitating comprehensive management of the entire customer lifecycle. Additionally, we offer a dedicated forum for users to voice their concerns, suggest features, or engage in discussions, which can be accessed at the Krayin CRM Forums. The key features include: 1) An intuitive and user-friendly admin panel. 2) A modular architecture for enhanced flexibility. 3) Email integration through Sendgrid for efficient communication. 4) A commitment to remaining a genuinely open-source CRM under the MIT License, ensuring it will always be free. 5) Comprehensive documentation for ease of use. 6) An informative admin dashboard for real-time insights. 7) The capability to generate leads from a variety of sources, including email marketing, websites, and social media. 8) Tools to create a strategic roadmap aimed at delivering a remarkable custom experience. 9) The ability to initiate actions that effectively drive the status processing forward. With these features, Krayin CRM empowers businesses to enhance their customer interactions within a robust and flexible framework.

Contact Transfer is a user-friendly desktop application designed for Windows that streamlines the management and transfer of contacts among iPhone, Android, and PC devices. This tool allows users to swiftly and locally transfer their contacts between mobile devices and computers without the need for cloud synchronization, ensuring a hassle-free experience. With Contact Transfer, users can effortlessly migrate contacts from an Android device to an iPhone, vice versa, or between similar devices, and even transfer contacts to and from a computer. Furthermore, it offers the capability to save contacts in Windows Contacts or vCard format, and users can conveniently add, modify, or delete contacts directly from their computer, thus maintaining a well-organized and current address book. The application connects through USB for iPhone devices and utilizes Wi-Fi for Android, ensuring effective communication between devices. All contact management and transfers occur locally on the user's computer, which upholds security and privacy standards, giving users peace of mind. A free trial version of Contact Transfer permits the transfer of up to five contacts, while obtaining a full license removes these limitations, allowing for unlimited transfers and management of contacts, enhancing user flexibility and convenience. Additionally, this software represents an efficient solution for anyone seeking to keep their contact information synchronized and accessible across multiple platforms.

Flowhubr serves as a comprehensive platform for work management and customer relationship management, designed to assist teams in efficiently overseeing projects, tasks, client interactions, and overall business processes all within a single workspace. This solution empowers teams to effectively plan and monitor their workload, enhance collaboration, and handle sales funnels, quotes, invoices, and payments seamlessly, eliminating the need to juggle various tools. Tailored for expanding teams and service-oriented enterprises, Flowhubr ensures transparency in project progress, methodical task organization, and integrated CRM functionalities that keep both operational and customer data well-structured. Teams benefit from the ability to collaborate directly within their projects, optimize their workflows, and gain improved oversight of daily activities. Additionally, Flowhubr features versatile pricing options that cater to a range of team sizes and business requirements, along with a free trial to assist teams in exploring the platform before selecting the most suitable plan for their needs. This approach not only facilitates a smoother transition but also helps teams maximize their productivity from the outset.

Access Workspace brings all Access applications together in a single platform, revolutionizing the way you interact with your software. This integration significantly boosts your organization’s productivity while empowering users to accomplish more. Typically, business software is reserved for a select group of trained individuals; however, the applications within Access Workspace enable everyone to find the information they need independently, reducing reliance on specialized users. This allows team members to track progress, obtain necessary approvals, and minimize the administrative burden of repetitive tasks. Enhanced collaboration, effective communication, and optimized teamwork are all part of the package. Each Access product includes analytics dashboards as a standard feature, ensuring that you have immediate access to essential information and allowing productivity to flourish. Routine tasks are simplified, enabling you to focus on what truly matters. Access Workspace provides real-time insights, allowing for agile planning both now and for future endeavors. This is not just software that facilitates work; it actively enhances your daily experience, making it easier to achieve your goals. With such capabilities, teams can significantly elevate their performance and streamline their workflows.

Product Usage Analytics to Make Smarter, Faster Strategy Decisions and Roadmap Decisions. Usage Intelligence (formerly Revulytics), helps you make better decisions, whether you are defining new features or optimizing existing product functionality. Analyze actual product usage metrics to understand user interaction and engagement with your software. Also, analyze your install base to create a data-driven strategy that will guide you in making pricing, pricing, and sunsetting decisions. Analytics can help you make better product management decisions. Developer teams can use technical and environment data to gain insight into infrastructure and support requirements. Usage Intelligence is the first solution for software usage analytics. It provides deep insight into application usage. Find out which features are most used.

Gleantap, a multi-channel customer engagement platform, can help you engage customers and increase loyalty. Gleantap allows businesses to harness the power and efficiency of SMS marketing and mobile push notifications to retain customers, automate their marketing, increase revenue, refers, and reviews. It includes mobile push notifications, text messaging, segmentation tools, smart analytics, segmentation tools, and smart analytics.