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Softoteca
B2B category

CRM

Customer relationship management software, with sales funnel, contact and deal registration, tasks and sales reports.

Machine translation from Portuguese. The original data in Portuguese is the source. View the original in Portuguese

14 software products14 with fact sheet

Updated on

Prefer Brazilian or international companies that provide human support in Brazilian Portuguese, as this makes implementation and day-to-day support of the product easier.

Software in this category

In alphabetical order. No software pays to appear or to change position.

Capsule CRM

Capsule

Capsule CRM is a CRM software for professional services. It offers API, single sign-on (SSO) and integrations with Zapier, Slack, Google, Microsoft and QuickBooks. It has ISO 27001 compliance.

With fact sheetUnited KingdomInternationalUpdated on

Close

Close

Close is a sales CRM with calls, email and SMS and an AI agent called Chloe. Available for iOS and Android, it serves coaching, B2B SaaS and financial services, offers an API, integrations with ChatGPT, Gmail, HubSpot, Customer.io and Microsoft, and has SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

CRM

Odoo

CRM is an integrated suite of business apps aimed at retail, accessible via web and with an interface in Portuguese. It offers API and email support in Portuguese, with no long-term contracts.

With fact sheetBelgiumInternationalUpdated on

EngageBay CRM

EngageBay

EngageBay CRM é um software de CRM para e-mail marketing. Opera na plataforma Web e atende e-commerce, saúde e fitness e mídia digital. Oferece API, login único (SSO) e integrações com Zapier, Shopify, SendGrid, Mailgun e Amazon SES. (in Portuguese)

With fact sheetUnited StatesInternationalUpdated on

EspoCRM

EspoCRM

EspoCRM is a CRM software for Windows. It has an API available and integration with Stripe.

With fact sheetUnited StatesInternationalUpdated on

folk

folk

folk is a CRM for agencies and startups, available for iOS and Android. It offers an API and integrations with Gmail, LinkedIn, Google contacts, ChatGPT and Claude, and has SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Insightly CRM

Insightly

Insightly CRM is a CRM software with marketing automation, aimed at agencies. It has an API available, MS 365 integration and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Kapture CX

Kapture

Kapture CX é um CRM para web, voltado a grandes empresas dos segmentos digital native e energia e utilities. Possui API e integrações com Zoho, Jira, Facebook, Instagram e WhatsApp, e conformidade ISO 27001 e SOC 2. (in Portuguese)

With fact sheetIndiaInternationalUpdated on

Moskit agora é Ollow

Ollow

Moskit agora é Ollow is a CRM with sales funnel and sales via WhatsApp. Available on the Web platform, it offers an API, uses HTTPS, end-to-end encryption and firewalls, and is in compliance with the LGPD.

With fact sheetSwitzerlandInternationalUpdated on

Nutshell

Nutshell

Nutshell is a CRM for the digital marketing segment, available for iOS and Android. It offers API, single sign-on (SSO), integrations with Gmail, Google Calendar, Microsoft 365, Microsoft Exchange Calendar and Calendly, and SOC 2 and LGPD compliance.

With fact sheetUnited StatesInternationalUpdated on

Pipedrive Campaigns

Pipedrive

Pipedrive Campaigns is an email marketing and marketing automation software for creating and sending campaigns. It runs on the web, has an interface in Portuguese, API, SSO, integrations with Gmail, Outlook, QuickBooks, Stripe and Asana, and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Salesflare

Salesflare

Salesflare is a CRM for agencies and startups, available for iOS and Android, with integrations with LinkedIn, Gmail, Outlook, Google Workspace and Microsoft 365.

With fact sheetBelgiumInternationalUpdated on

Teamgate

Teamgate

Teamgate é um CRM disponível para iOS e Android. Oferece API e integrações com Cal.com, Slack, Gmail, Microsoft 365 e WordPress. Possui conformidade ISO 27001 e SOC 2. (in Portuguese)

With fact sheetUnited StatesInternationalUpdated on

Zendesk Sell

Zendesk

Zendesk Sell is a CRM for contact and opportunity management and lead generation and tracking. It serves small and medium-sized businesses, with apps for iOS and Android, API available, and ISO 27001 and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on