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. These kinds of applications, apart from building and nurturing relationships with customers, integrate data otherwise isolated in separate spreadsheets.
This is highly valuable in the coming years, as CRM trends point to a consolidation of all customer channels into one. For example, 32% of the services sector see investment in CRM as the right path in this direction. Marketers and managers alike gravitate toward a tightly integrated solution that contains everything they need without creating another layer on their marketing stack.
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.
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.
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.
Detailed HubSpot CRM Review
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.
Detailed Salesforce CRM Review
Sales CRM system Freshsales is developed to help sales teams effectively reach out to each lead while being equipped with an informed call-to-action and complete context about your customers. With one of its main features focused on streamlining lead management, Freshsales lets you efficiently conduct lead scoring and prioritize leads according to their ranks. This enables you to identify who is sales-ready and who needs more nurturing to ensure you put the right effort into the right task.
Furthermore, the single contact management hub effectively automates assigning leads to the right person by territory so that you won’t waste time and resources. Since follow-ups are crucial, you can ensure you won’t miss any by receiving reminders through email alerts and scheduling tasks and appointments.
Freshsales comes as the fourth addition to the product lineup of Freshdesk. This solution was developed as a response to the vendor’s own need to handle and support its multiple sales processes effectively.
In addition to lead management, some of its top features include email tracking, event tracking, direct calls, sales management, and analytics and reporting.
Detailed Freshsales Review
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.
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.
Detailed NetSuite CRM Review
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.
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.
Detailed Pipedrive Review
Web-based platform Zoho CRM is a widely used solution designed to help businesses to attract, retain, and satisfy customers. You can link Zoho CRM to your customers’ Twitter and Facebook pages. Then, you can categorize them as contacts or leads, send invitations, and share comments to connect with them.
You can use the Zoho Mobile Edition to access sales records and customer data on Android and iOS devices, and stay updated on the go. Another useful feature is the system’s smooth integrations with Google Apps such as Tasks, Calendar, Contacts, Docs, and Email.
The vendor offers a free plan, and if you want advanced features, you can subscribe to the paid packages, with pricing starting from $12/user/month. You can also try the paid plans for a certain period of time to see if they’re more ideal for you.
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.
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.
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.
Detailed vCita Review
Simple CRM tool PipelineDeals is an effective solution that has become popular for its many features. The system is easy to use, yet offers robust functionality that enables users to execute even complex CRM processes. It is intuitive and user-friendly, and businesses can use it to create profitable long-term customer relationships.
Subscribing companies can use PipelineDeals to gather accurate information, track their marketing and sales campaigns, assign tasks, manage team members, and stay in full control of their business operations.
The system integrates seamlessly with popular business apps such as Zapier, Google Sheets, Excel, Outlook, Google For Work, MailChimp, and more. You can check out the solution’s features free of cost by using the free trial and then upgrade to a paid package, with pricing starting at an affordable $24/user/month.
The vendor offers a comprehensive free trial to get you up to speed with the features.
Detailed PipelineDeals Review
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.
Detailed Pipeliner Review
CRM platform Avochato is an all-in-one, cloud-based text/SMS messaging solution designed with sales, support, and other operational teams in mind. The platform allows businesses to manage all types of conversations, from phone calls to text messages, all from one simple app. This way, Avochato helps delivery services, auto dealerships, home care, insurance, ecommerce, and logistics business build lasting conversations with their customers.
Avochato provides a shared inbox that enables teams to provides services with the immediacy that today’s customers crave. The inbox helps route inbound messages to the relevant department and ensures that all conversations are handled by the ‘most qualified’ personnel. Even better, the inbox makes it easy to prioritize, flag, and escalate conversations as necessary. The best part is that all inbound messages are displayed on a single web dashboard and in the mobile app. This way, teams get the opportunity to respond to customers’ queries anywhere, anytime, and on any device.
Additionally, Avochato offers unique phone numbers for multimedia messaging. Through these, teams can send and receive attachments, images, and videos from their mobile devices. Moreover, they can use localized phone numbers to send personalized texts to their entire target audience all at once. One-to-many texting makes it easy to open and maintain numerous two-way conversations simultaneously for promotions and campaigns.
What’s more, Avochato integrates seamlessly with third-party apps, including Salesforce, Microsoft, Slack, and Zapier. With its integration, you can sync contact data to existing and new Salesforce records. Besides, you can call and text directly from the Salesforce record or send and receive messages from Slack.
Detailed Avochato Review
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.
Detailed Zengine by WizeHive Review
Engagebay is an all-in-one marketing and sales CRM solution. With features like email marketing, marketing automation, lead generation, and sales management, Engagebay takes your marketing campaigns and strategies to the next level. It provides the tools to help you close deals and increase revenue, such as email sequence tool, predictive lead scoring, and more.
Complete with a content management system, EngageBay allows you to create powerful content and track essential metrics like traffic and engagement. Moreover, EngageBay keeps all your marketing and sales materials in one platform, making it accessible to your team from any location and from any device.
EngageBay also has a social media management feature handy in tracking and measuring channel engagement levels from your Twitter, Facebook, and other social media accounts. With it, you can also monitor brand mentions across various social media channels.
Salesflare is a CRM solution built for B2B companies. It offers simple yet powerful CRM features, such as contact management, collaboration tools, and document management.
One notable quality of Salesflare is its neat and straightforward user interface. In just a few clicks, you can easily take action on all the opportunities that require attention.
The software also tracks and shows you a clear view of your customers’ activities, allowing you to follow-up with a perfect timing. It has email, link, and website tracking features, which gives you better chances of successful conversions.
To streamline communication, Salesflare stores all your customers’ phone and email contacts in one central address book. This way, everyone in your team can easily access complete and accurate customer records. Plus, shared accounts with your team allow you to follow conversations without being involved in phone calls, meeting, and email communication.
Detailed Salesflare Review
Collaboration software monday.com is billed as one of the best team productivity solutions on the market today. Though it’s not primarily a CRM software at its core, monday.com can be ideal for businesses that want to manage clients and their lifecycles efficiently. The platform provides a robust CRM functionality that empowers businesses to add a CRM tool to their project management board. This way, it helps teams manage their prospects and clients together in a visually appealing interface.
What sets monday.com apart from other CRMs is that it lets teams work together with increased transparency and visibility. Most importantly, its highly customizable CRM module is easy to tailor to the needs of every team. What’s more, building your contact list with monday.com is a breeze. All you need to do is to import your contacts from Excel into the platform. Alternatively, you can create a contact form with moday.com and embed it on your website. Once new customers complete the contact forms, their details will be automatically added to your CRM board.
Even better, monday.com automates and streamlines the client relationship management workflow. The platform provides numerous automation options available through the automation center. For example, businesses that have embedded the contact form on their website can create and add automation on the CRM board to get a notification every time new customers are registered. On the other hand, you can choose to have a sales rep notified every time a contract is due for renewal.
Lastly, monday.com integrates seamlessly with Outlook and Gmail. These integrations make it easy to convert emails into tasks or action items. Besides, you can use the email as a channel for the team’s and clients’ communication to keep everyone aligned. Other notable integrations include Copper and Fullcontact.
Detailed monday.com Review
There you have it, a solid overview of the best 15 CRM systems on 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 need, 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 it still doesn’t match your preferences, you may want to see how our two leading CRM solutions stack up with this feature by reading our comparison of Salesforce and HubSpot CRM.
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