15 Best CRM Systems for Your Business

A good CRM software should allow companies to manage customer interaction and customer data. It should have the ability to automate marketing, sales, and customer support. Moreover, it should help you access business information, and manage partner, vendor, and employee relationships.

However, finding the ideal CRM solution for your company can be a bit tricky if you don’t know where to start. So, to help you zero in on the best platform for you, we have prepared this list of the best CRM software. Each tool has been thoroughly tested and analyzed by our team. We will discuss all key CRM features and benefits of each system to give you a solid overview of the best options available, depending on your budget and requirements.

A common sight in any office is that one in every five people has a spreadsheet file open on their computer monitors at any point in time. Spreadsheets are useful, but data in spreadsheets are siloed and do not communicate with those on other sheets. Plus, a study has revealed that 88% of spreadsheets have errors in them, which will make any statistical projection or insight gained from them erroneous from the outset.

If your company relies too much on spreadsheets or there are too many to keep track of, you may need a much better alternative, like a customer relationship management software or CRM. This kind of software integrates data otherwise isolated in separate spreadsheets—to help you launch and nurture relationships with customers based on solid footing.

This is highly valuable in the coming years, as CRM trends point to a consolidation of all customer channels into one. Moreover, mobile CRM is rising in use and popularity, as it has been shown to assist companies in reaching their quotas.

Unfortunately, not all CRM software are made equal. This is why it makes sense to look at your options and decide which of them suits the operational requirements of your business.

For this list of top 15 CRM software, we’ve tried to be as comprehensive as possible. We’ve included all CRM software that can deal with multiple data sources, support integration with third-party apps for extensibility, and act as a central platform for all your marketing and customer communications efforts. We also indicated their pricing where available, and cited those that offer a free trial or, even better, a completely free plan.

15 Best CRM for Your Business

1. Hubspot CRM

Our review team carefully analyzed all-in-one platform HubSpot CRM, and after rigorous tests, we found it to be the best CRM system for businesses. Out of all popular solutions, we evaluated it based on factors such as its main features, quality of customer support, and available software integrations. The application is available for free, so there is no risk in trying it out to see how it performs.

Why should you opt for Hubspot CRM? The obvious answer is – it’s among the best free CRM solutions. Second, it is linked to multiple places where most sales processes occur, such as phone calls, emails, websites, social media, and others. Finally, the system easily integrates into your process, and you don’t have to make changes. Your team can learn to use the app quickly and effectively and focus on selling and other important tasks.

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What benefits can your business accrue by using HubSpot CRM? To start with, this app can help you easily create attractive contact and company profiles. Plus, it tidily organizes all the details from your customers’ communication with you. It also effectively assigns and tracks your deals, manages the performance of your agents, and provides a single, detailed dashboard where all employees can keep track of the organization’s activities. HubSpot is synonymous with the proven marketing technique it espouses. If you’re already using HubSpot Sales, then with HubSpot CRM, you’ll be able to further optimize inbound marketing practices and strategies.

Finally, HubSpot CRM is one of the best-integrated CRM platforms on the market, and no other free CRM solution offers this high level of integration. Some of the popular business systems it integrates with are Shopify, Zapier, Salesforce, and Microsoft Dynamics, as well as many other tools.

2. Freshworks CRM

Integrated CRM software Freshworks CRM serves as a centralized system for sales and marketing. The platform comes with a diverse range of features to improve the productivity of sales and marketing teams. Using the platform, teams can save time on manual, routine processes and instead focus on closing deals and keeping customers engaged.

Freshworks CRM can help make sales and marketing teams more efficient through its automation capabilities. Based on customizable lead routing rules, for instance, leads can be assigned to the most suitable salespeople. Sales actions such as emails, calls, and SMS can also be automated in sequence, preventing the need for manual input for these routine tasks. Integrations with communication software also enable real-time collaboration, making it easier for teams to discuss deals and work together on more complex activities.

The platform also offers a suite of AI-powered features that streamline contact management and ease lead generation. Users can set up customized bots to automatically send messages to website visitors and collect visitor information. The platform’s Freddy AI feature can also analyze the historical data of customers and identify deals that are more likely to be successful.

In addition to Freddy’s insights, Freshworks CRM provides valuable data on sales activities and key metrics such as conversion rate and team performance. Using the platform, business owners and stakeholders can easily identify sales trends and make data-driven decisions on optimizing their marketing and sales strategies.

3. Salesforce CRM

Popular CRM tool Salesforce Sales Cloud comes from the Salesforce stable that includes separate solutions for community cloud, service, marketing, and analytics. The system helps track all customer interactions and information in a single location and follow up on more leads.

You can use features such as partner management, sales data, lead management, and marketing automation to follow these leads and nurture them for conversion.

Your sales team can productively use the app, whether they are in the field or office. The vendor offers mobile apps for iOS and Android devices with custom reports and real-time data from dashboards. An excellent feature is Feed First, which lets you quickly view the most critical data based on your settings.

You can extend the functionality by adding more tools from the AppExchange. The system helps you get insightful reports from real-time customer data, create vital territory models, and build accurate sales forecasts.

4. monday.com sales CRM

monday.com sales CRM, formerly known as dapulse, is a collaborative platform built to help teams gain better visibility of their sales pipelines. Trusted by over 150,000 customers globally, it comes equipped with tools for lead capturing, customer onboarding, and contact management. In addition, monday.com sales CRM can centralize client communication and automate the assignment of tasks to your sales reps. This way, you can optimize your entire process from pre-sales to post-sales and keep all your data in a single hub.

Aside from its CRM functionalities, monday.com sales CRM is also built to be a fully interlinked digital workspace. It comes equipped with customizable real-time dashboards, task boards, resource planning tools, automated alerts, and calendars. Moreover, thanks to its open API capabilities, it can seamlessly connect with popular business systems such as Slack, Google Suite, Microsoft Office, and Zapier, among others. This way, you can ensure that no customer information or internal notes fall through the cracks and everyone is kept in the loop about all the goings-on in each business day.

monday.com sales CRM

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monday.com sales CRM also doesn’t fall short in terms of accessibility. The platform is completely mobile-optimized so teams with field employees or teleworkers can easily find the data they need wherever they may be.

5. NetSuite CRM

Powerful CRM solution NetSuite CRM is designed to cater to the needs of small and medium businesses across a range of industries, including manufacturing, retail, wholesale distribution, and more. This is a comprehensive, front-office CRM tool that provides a real-time, 360-degree view of all customer interactions. This is achieved through powerful CRM capabilities, which include customer service management, marketing automation, SFA, and partner relationship management.

In addition to the customary CRM features, NetSuite CRM provides functionalities to streamline sales performance management and Salesforce automation. These tools include sales forecasting, opportunity management, incentive compensation management, and quote and order management. With these features, NetSuite CRM guarantees a seamless flow of information across all vital customer life cycle stages, including lead, fulfillment, and support.

NetSuite CRM

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Businesses that are already using the NetSuite range of products will find the CRM platform easy to deploy and use. This is because the solution shares the same robust codebase with other NetSuite products. Even better, NetSuite CRM affords great customizability, allowing businesses to personalize and configure the solution according to their unique needs.

Moreover, NetSuite CRM provides mobile apps for both Android and iPhone. This way, it allows growing companies to enhance productivity and extend collaboration beyond the workplace. With the intuitive mobile tool, employees can manage quotes, customer renewals, commissions, order processing, track payment status, and more – all while on the move.

6. Pipedrive

CRM system Pipedrive is designed by experienced web app developers and sales professionals. It organizes your business leads, which should give you a clear overview of your sales and enable you to concentrate on important deals. We found it easy and fast to set up and use. Pipedrive is also fully mobile-optimized, which makes it a favorite among many sales teams. Plus, you can easily integrate the solution with popular business systems such as Google Apps, Google Contacts, and Google Calendar.

The vendor offers a free trial that you can use to check out the app’s key features and decide if it’s something your business can use to improve sales.

Pipedrive

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What makes Pipedrive stand out among the scores of apps in the market? The main benefit is it helps you efficiently manage your organization’s sales pipeline. The solution assists you in identifying promising leads and priority deals so that you can pay individual attention to them.

You can use the app to maintain lead relationships, negotiate favorable deals, promote your brand, and adjust conditions to your liking. One more useful feature is it allows you to switch on and off modules as needed without any effect on your service quality, making it a flexible solution.

7. CRM Creatio

Process-driven platform CRM Creatio helps users combine customer data with business process management features to enhance their marketing, sales, and service efforts. It offers scalable features to both small and medium-sized businesses, as well as large enterprises.

The platform comes with three main modules to help businesses improve CRM processes: Marketing Creatio, Sales Creatio, and Service Creatio. With Marketing Creatio, users can efficiently nurture leads until they’re ready to be handed off to sales teams. Meanwhile, Sales Creatio provides tools for managing products, contracts, and projects. Service Creatio makes case management easier by collecting all customer cases into one platform, so agents have all the information they need to provide the best customer service.

CRM Creatio

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You can use the CRM Creatio Mobile platform to access the solution on mobile devices. The app integrates smoothly with popular productivity systems such as MS Word, MS Outlook, and Google Calendar. The software can also be integrated with your systems in varied ways such as .Net managed assemblies, web services, and COM or DLL.

8. vCita

Business management software vCita offers a comprehensive customer service platform built to help SMBs manage different aspects of their businesses. The software provides a suite of powerful features, which include a client portal, lead generation, payment and invoicing, client management, and online scheduling. These tools help businesses to build long-lasting customer relationships, set up marketing campaigns, streamline bookings, set appointments, and book services.

Businesses looking to build strong customer relationships will find the client management module to be powerful. It provides reliable features, including automated reminders, a client portal, and custom followups. The client portal is a centralized online hub that helps store and manage contacts, clients, and leads in one place. This way, no contact is lost, plus, it’s a breeze for businesses to understand their clients better.

Moreover, busy professionals will marvel at the effectiveness of vCita’s online scheduling software. Whether it’s a casual meetup, a big business conference, or a recurring event, the scheduler provides the tools you need to schedule your meeting. The booking calendar makes it a breeze to schedule, reschedule, or cancel appointments, as and when deemed fit. Even better, you can let clients self-schedule appointments and set reminders to minimize no-shows.

Additionally, vCita enables businesses to create marketing campaigns using prebuilt templates. It supports client segmentation and personalization, making it easy to generate campaigns that are tailored to each client to improve clickthrough rates. What’s more, vCita integrates with popular business apps, including PayPal, QuickBooks, WordPress, Zapier, ConstantContact, and Facebook.

9. Zoho CRM

A consistent award winner, Zoho CRM is a powerful customer relationship management system that specializes in lead and contact management, sales pipeline management, and control of purchase. This software solution caters to businesses of all sizes and provides small to large enterprises with the capability to automate crucial marketing and sales functions. Zoho CRM streamlines the processes that involve your sales team, including lead, deal, and contact management as well as the time-consuming steps in your workflow. Marketing automation, on the other hand, includes customer segmentation, lead nurturing, integration with various relevant applications such as Google Ads, MailChimp, and more.

Zoho CRM comes with powerful customization abilities. Its journey orchestration feature enables you to create personalized customer journeys via CommandCenter. As for the general customization of your CRM, you can customize the layout, filtering, and other components depending on the type of information your business needs to collect.

Zoho CRM

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Zoho CRM is also remote work-ready. Its latest feature, the Zoho CRM’s Remote Sales Office, is an add-on that comes with Cliq, Meeting, and ShowTime integrations. This easily installable add-on enables your team to continue communicating with leads and prospects even when working remotely. This feature will be launched by the end of 2020. Aside from the upcoming Remote Sales Office package, Zoho CRM also supports iOS and Android mobile devices, which helps keep your sales team on the loop wherever they are.

In terms of integrations, Zoho CRM can seamlessly integrate with more than 400 applications and extensions, giving you a varied selection of third-party solutions that fits your business operations.

10. Pipeliner

Pipeliner is a sales CRM designed to provide high levels of engagement not only between the company and its customers but also its users and the software itself. This is because the platform’s main draw is the desirability and usability of its interface that comes with a highly visual philosophy, sporting drag-and-drop functions, data visualization reports, and automation.

One of Pipeliner’s most unique features is that it visualizes everything in terms of the sale pipeline. You can build multiple pipelines to categorize leads and contacts, map sales-related tasks, and track opportunities. It also comes with

The platform comes with features for all stages of the sales pipeline. Users can build multiple pipelines to organize leads and contacts, nurture leads, map out sales-related tasks, and track opportunities. Meanwhile, it also comes with robust features for manages in the form of report generation that uses advanced business intelligence. This gives managers an accurate picture of the team’s performance.

You can check the solution closely when you sign up for Pipeliner free trial.

11. Zengine by WizeHive

Grant management software Zengine by WizeHive is a powerful solution designed primarily for mission-focused organizations like foundations, nonprofits, and universities. It’s a robust solution that empowers organizations to deliver a great experience to applicants, partners, reviewers, and other people that are central to their operations. As a highly configurable software, Zengine by WizeHive can be tailored to the unique needs, objectives, and processes of every organization.

The software enables users to manage the entire lifecycle of scholarships, grants, fellowships, and more. It provides simple but useful application tools, which include a submission portal that can be used as a full lifecycle destination. The portal offers an easy-to-follow experience with applications that are customized with different question styles or third-party request tools.

On the other hand, the Zengine’s review portal makes light work of reviewers’ tasks. First, it auto-assigns applicants based on a stipulated criterion. Second, it provides reviewers with a comprehensive view of all the applications they have been assigned. Even more, reviewers can set to see the applications side-by-side with a customized scoring rubric.

Moreover, the administrative portal is a central hub for all critical information. The portal centralizes all relevant data gathered from applications and reviews. The data is filtered and analyzed to generate visual reports on the most critical KPIs. Better still, the administrative portal functions as a central communication hub for teams. Leaders can send bulk emails to reviewers to keep them in the loop and on schedule.

12. vtenext

vtenext is an open-source system that combines CRM and BPM functionalities in a single hub. Created for businesses of different sizes and industries, this platform allows users to acquire leads more efficiently, consolidate customer information in one place, and ensure that no prospective customers fall through the cracks. Users may also generate reports from within the system to see their progress. It even comes with tools for sales and post-sales management such as negotiation and retention management.

Another notable quality of vtenext is that it is also a BPM platform. With this, you can map out business processes and automate their execution to optimize your workflow. It can also integrate IoT-enabled equipment as well to further streamline both front-end and back-end processes.

To help you stay on top of your organization at all times, vtenext also comes with native mobile applications for both Android and iOS devices. With this, you get access to the major functions that the cloud-based software has to offer, making it easy to oversee all transactions. This can even allow you to conduct quick presentations when you are meeting clients outside of the office.

Lastly, vtenext supports more than a hundred open-source plugins, making it easy to extend the system’s functionalities as well as simplify data import/export. Among the business systems it can connect with include e-commerce solutions such as Shopify and Woocommerce, other CRM tools like HubSpot and Salesforce, as well as email systems like Gmail and Microsoft Outlook.

13. Daylite

Daylite is an all-in-one CRM solution designed for small business owners using Mac-based systems. The software comes with a complete suite of features to help users organize emails, tasks, contacts, and sales opportunities. It offers a unique linking feature that connects everything, so you can seamlessly move from your calendar to client profiles, linked projects, and email history.

Through the platform, business owners can easily keep track of contacts and interactions, including emails, call, and meetings. Pipeline management features also make it easier for users to track sales opportunities through their lifecycle, while lead scoring and a Smart Lists feature ensure that reps can efficiently prioritize hot leads. Reps can also use the software’s customizable email templates to send bulk emails for marketing.

Daylite for Mac

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Aside from CRM, Daylite also comes in handy for project management. Users can create to-do lists, reminders, and follow-ups to ensure that projects are completed on time. Managers can also assign tasks to members, set due dates, and get notified when these tasks are updated. Team schedules are also easy to view and organized through shared calendars.

As a platform built for a Mac business environment, Daylite also seamlessly integrates with Apple Mail, Apple Calendar, and Apple Contacts. The software is also compatible with Siri and Notification Centre on iPhone and iPad.

14. Lawmatics

Lawmatics is a simple, powerful, and modern LPM platform for law firms, attorneys, and professionals of all sizes. Its centralized legal CRM handles leads, opportunities, clients, pipelines, communications, and activities. Users can track, analyze, communicate, and share documents with prospects and clients. Lawmatics helps improve client relationships, law business growth, and administrative efficiency. This has everything they need.

Lawmatics’ marketing automation improves prospecting, engagement, and management. It lets users create triggered and personalized email drip campaigns, automate marketing follow-up, and segment prospects and clients. Besides, the platform helps streamline legal client intake, time tracking, billing, and payment to boot. It allows smart, dynamic forms, electronic document creation and signing, and appointment scheduling and management. With it, users can record and report billable and non-billable work hours and expenses.

Lawmatics offers legal firms data-driven, actionable insights on process efficiency, staff productivity, prospect and client behavior, and firm and lawyer performance.

On top of its robust features, you can extend its functionalities further with integrations. Lawmatics works well with other solutions or applications like Smokeball, Rocket Matter, Kenect, Zoom, Zapier, and more.

15. EngageBay

EngageBay empowers small and medium-sized businesses to optimize their sales, marketing, CRM, and service efforts. Completely web-based and GDPR-compliant, this all-in-one platform can be used to manage pipelines, segment contacts, automate marketing campaigns, as well as handle tickets. What’s more, the platform comes with a built-in social suite so you can monitor all of your company’s social media interactions in one hub. With this at your disposal, you can easily streamline all customer-facing processes.

Another great thing about EngageBay is that it is built for flexibility and ease of use. The solution has a drag-and-drop interface that can accelerate the configuration process and it also has automation options so you can eliminate manual data entry. It can also integrate with a slew of native integrations, making it easy to extend the functionalities of the platform

The best part about EngageBay is that it offers this end-to-end solution at reasonable subscription rates. The vendor offers a free plan for small businesses. Meanwhile, for those looking to handle more contacts and get access to more advanced features, their paid plans range from$14.99/month to $79.99/month.

Have you picked your CRM tool yet?

There you have it, a solid overview of the best 15 CRM systems in the market today. We’ve dissected these CRM solutions, to lay bare their strengths to make it easy for you to find the solution to streamline your customer support and service. As you can see, you’ll most likely be spoilt for choice when choosing the perfect CRM software for your business.

Depending on the size of your business, its needs, and your target customers, it should be a cakewalk to find a befitting solution. If the decision proves a hard nut to crack for you, you can choose to leverage the wisdom and knowledge of our experts. Our experts rigorously scrutinized these solutions and found HubSpot CRM to be the best CRM solution. If you don’t want to step a foot off course, you can try our experts’ choice.

HubSpot snatched the top spot by merit. The platform is easy to get started with and is designed with sales and marketing teams in mind. As such, it boasts an excellent suite of sales and marketing features tailored to help businesses improve customer relations drastically. The vendor also offers a comprehensive free trial to get you up to speed with the features. You can sign up for HubSpot CRM free trial.

In case you want to learn more about our leading solution, we highly recommend you also take a look at our article on the pros and cons of HubSpot.

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.