Top MEMO CRM Alternatives, Competitors & Similar Software

Customer Success Software

InsuredHQ is a powerful, cloud-based application that provides mission-critical policy, claims, payments, accounts, and document management systems for mid-market insurers, Managing General Agents, and new entrants. InsuredHQ software work best in the General Insurance realm, and, with our customer-centric approach, we already cover all the must-have features and the majority of the nice-to-haves. We do this by prioritizing regular client feedback, prioritizing practical necessities for their business, and keeping a publicly available product roadmap with our focus on enabling all of our customers to be more efficient with their business and growth. Simplifying processes for both the customer and internal teams are critical problems we love to solve. This simplification depends on having a modern and unified back-end platform (IHQ-Core) to act as a comprehensive system of record. It replaces manual processes with critical and time-saving process automations. However, in today's customer-centric insurance marketplace, Insurers also need to focus on optimizing the front-end of their business by creating seamless and compelling customer experiences. This is where our customers leverage the IHQ-API, building customer-centric products and helping their channels serve that customer. InsuredHQ knows core administration. IHQ-Core combined with IHQ-API allows insurers to become digital-first while enabling them to focus on remaining customer-first. What can customers use IHQ-APIs for? - Build onboarding experiences or self-service mobile apps to connect to your customers directly and quickly. - Integrate with third-party marketplaces and aggregators for competitive quote and bind experiences. - Embed simple quote and bind processes into existing sites. Contact us today for additional information or schedule a demo to show how you can leverage our core engine and API to meet the specific needs of your insurance programme.

Customer Success Software

Client portal software for creative agencies. Billing, intake forms, client requests, files, analytics -- all in one place under your own brand. Used by 1000+ creative agencies.

Customer Success Software

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients. Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding. It's a big mess and a colossal waste of time. That's why we built Content Snare. It makes gathering info from your clients fast and easy. Think of it like sending a checklist, where your client can answer questions and upload images all in one place. If they don’t finish everything in one go, it will send automatic reminders to make sure you get what you need fast. It’s kind of like hiring a new personal assistant that does all the chasing for you, except you don’t have to pay another salary. It allows you to get back to higher value work, and at the same time makes the process easy for your clients. On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare.

Customer Success Software

At BrokerIQ, we understand that successful financial advisory relationships are built on trust, engagement, and personalised service. As the leading provider of mobile client engagement solutions, we empower financial advisors to connect with clients in meaningful ways and promote financial well-being - helping you build relationships that last. Our intuitive, easy-to-use platform lets agents/advisors create personalized, targeted campaigns that drive client engagement, enhance financial literacy, and promote investment opportunities. Visit: https://www.brokeriq.co.uk or read below. 💫 Call +44 (0) 7851237192, or email me at [email protected] 👩‍💻 Or visit 👉 https://www.brokeriq.co.uk ⚡️

Customer Success Software

Creating AI -powered CRM, Enterprise ERP solutions, Custom business systems and Government CRM providers.

Customer Success Software

Penbox transforms scattered emails and documents exchanges into powerful customer workflows and portals that integrate with your existing systems from day one. So your teams and customers can work smarter—together. Our AI-first customer collaboration platform is trusted by more than 300 leading enterprises in Europe.

Customer Success Software

For independent agents to be relevant and competitive, connecting with and servicing clients digitally is key. A lot of agents struggle to provide the type of experience policyholders have come to expect. At Insurance Agent App, we understand the challenges facing independent agencies in adjusting to digital expectations to stay competitive. That’s why we’ve developed a state-of-the-art mobile app service platform for the independent insurance agent channel – one that builds relationships, facilitates self-service, and keeps agencies at the center of interactions. Insurance Agent App is more than just an app. It’s a mobile strategy for agents and brokers to engage clients where, when, and how they want to engage, as well as a platform to facilitate 24/7 self-service. Our mobile app service platform empowers policyholders by giving them on-demand access to their insurance in the palm of their hand, which reduces your service workload. More than that, Insurance Agent App helps insurance agents and brokers like you achieve greater agency growth by providing engagement tools that generate opportunities for upsell, cross-sell, and rounding. By partnering with Insurance Agent App, you get the technology and support necessary to deliver a great digital experience for increased productivity, competitive positioning, engagement, and retention. Take the first step toward transforming your agency into a digitally forward service agency. Visit our website to learn more.

Customer Success Software

At Ofcorz we build software that helps you run your business like never before. We are an all-in-one booking and payment software for you, your team and your customers. Our software will assist you in receiving payments, features an online agenda, includes a built-in CRM system, manages communication with your customers and your team, provides insights into various statistics and trends within your business, and much more. Our product is a combination of pixel-perfect design and world-class engineering, with an incredibly strong focus on simplicity. Our mission is to make your business more successful. The trust bestowed upon us by numerous companies is a responsibility we carry with gratitude and determination. Our pledge extends beyond excellent support; we are unwavering in our commitment to enhance the product continually.

Customer Success Software

At Kantan we're changing the lives of tradespeople by giving them the tools to excel in a competitive marketplace. Our product is an operating system for tradespeople that helps them serve customers, manage operations and make more money. We have scaled rapidly to thousands of tradespeople and hundreds of thousands of households on the platform. We are just getting started on our goal to revolutionise the £45 billion home maintenance industry. We are funded by the OVO Group. With sustainability at our core, we're aiming to create a future in which every UK energy customer is able to undertake their own Zero Carbon journey, without breaking the bank.

Customer Success Software

We believe transforming auto retail starts with creating better experiences. At Oorjit, we’re dedicated to creating seamless, intuitive, and personalized experiences that empower customers to make informed decisions and engage with businesses effortlessly. Through the Oorjit Experience Suite, we are redefining how dealerships and manufacturers engage and interact with their customers both offline and online. Let’s shape the future of auto retail together, one meaningful experience at a time.

Customer Success Software

CRM that you will actually use Get more customers, optimize your business and increase your profits – simply. Our mission is to make it simple for you to run your business. At Simply we have a hand picked team of professional individuals. We are all dedicated to develop and provide the most easy-to-use software – which makes your day to day business easier. We all work with great motivation, and with a focus on realising our vision which is to be the most simple and efficient CRM software.

Customer Success Software

DenGro is a CRM built for dental businesses that streamlines the handling of all patient enquiries through automation and integrations whilst providing clear real-time ROI and performance reporting and insights. The result is a dramatically improved patient experience, greater team efficiency and maximised revenue growth.

Customer Success Software

An all-in-one CRM platform that serves business owners all over the world

Customer Success Software

At BrokerIQ, we understand that successful financial advisory relationships are built on trust, engagement, and personalised service. As the leading provider of mobile client engagement solutions, we empower financial advisors to connect with clients in meaningful ways and promote financial well-being - helping you build relationships that last. Our intuitive, easy-to-use platform lets agents/advisors create personalized, targeted campaigns that drive client engagement, enhance financial literacy, and promote investment opportunities. Visit: https://www.brokeriq.co.uk or read below. 💫 Call +44 (0) 7851237192, or email me at [email protected] 👩‍💻 Or visit 👉 https://www.brokeriq.co.uk ⚡️

Customer Success Software

It all starts with a small conversation with a customer. BigRadar helps businesses acquire and convert every customer on their radar by making conversations special and simple.

Customer Success Software

Penbox transforms scattered emails and documents exchanges into powerful customer workflows and portals that integrate with your existing systems from day one. So your teams and customers can work smarter—together. Our AI-first customer collaboration platform is trusted by more than 300 leading enterprises in Europe.

Customer Success Software

Developer of an online digital platform designed to capture patient perspectives. The company's SaaS based platform focuses on what matters to patients as people giving patients the chance to contribute ideas on how health organizations can improve, enabling organizations to use this data, as well as the personal information shared by patients to guide health care systems toward delivering a better patient experience, better population health management and better care.

Customer Success Software

Provider of a broad range of networking and desktop services intended to offer cloud-based phone and unified communication services. The company's communication services include high definition voice calling, auto phone attendant, administration portal, softphones, fax box, dial-by-name directory and voice emailing, enabling customers to quality and efficient networking and unique communication services.

Customer Success Software

Developer of customer relationship management (CRM) software intended to deliver seamless omnichannel shopping experiences that help businesses to attract, engage and understand customers.The company's software offers customer-loyalty technology, automation and integration across sales channels and devices and provides real-time business intelligence and dynamic insights about which campaigns are working, enabling clients to grow in terms of revenue.

Customer Success Software

The #1 Rated CRM For Usability And Customer Satisfaction, Vipecloud Is A Complete Sales CRM And Marketing Suite With Unparalleled Support. Get Started Free!