List of 10 Best CRM Tools

HubSpot: No. 1 CRM Solution


CRM tools help businesses build profitable long-term relationships with their customers. That is the reason why the global CRM software market is growing at good speed and is predicted to top $24.8 billion in 2017. One way to select a good system for your needs is by tracking CRM trends and shortlisting platforms that include these modern features.

CRM software tools

Another way is to read FinancesOnline’s in-depth posts and articles, and reviews of popular CRM tools. In this article, we detail the key features, benefits, and pricing details in a list of 10 best CRM tools from which you can choose an apt one for your business requirements.

1. HubSpot CRM

HubSpot CRM is a free CRM tool for business that still packs a punch when it comes to robust and effective features. These functionalities include: social media, customized views, company database, drag-and-drop communicator, and website, phone, and email integration. You can get started with this application quickly and need not change your existing workflow. The product offers the essential basic features and does not confuse users with complex bells and whistles. For these reasons, it is suitable for small and large businesses in any industry and niche. The software is available for free so you can easily try it out. You can get HubSpot for free here.

This award is given to the best product in our CRM Software category. It highlights its superior quality and underlines the fact that it's a leader on the market.
HubSpot CRM won our Best CRM Software Award for 2017

With HubSpot CRM, you can create detailed company and contact profiles as the platform organizes all facts obtained from customer contacts with you. It provides a single dashboard that your team members can access to stay updated on company activities. One of the main advantages is you can connect this system to all the places where you  conduct your sales process such as phone, websites, social media, email, etc. Plus, it integrates smoothly with leading business solutions such as Dropbox, SugarCRM, Pipedrive, Snapengage, Gravity Forms, Bigcommerce, Google Dynamics, Google Chrome, Base CRM and more.

2. Pipedrive

Pipedrive is another excellent CRM tool for business and a strong contender on our list of 10 best CRM software tools. It organizes your leads in a manner that gives you a clear overview of your sales process and empowers you to focus on important deals. Plus, you can utilize this solution to efficiently manage your organization’s sales pipeline. In fact, you can switch modules on and off as per your needs without any effect on your service quality. Key features include: sales reporting, timeline view, simple data import and export, contact history, and email integration.

Pipedrive is an ideal option for companies that do international business as it is available in 13 currencies and supports a range of major and minor currencies. Its open API configuration allows it to blend smoothly with top business applications such as Zoho CRM, MailChimp, RightSignature, Zapier, Dropbox and more. The vendor offers a convenient 30-day free trial for its three paid packages. Pricing starts from $10/month/user (annual billing) for the basic Silver plan and goes up to $63/month/user (annual billing) for the Platinum plan.

3. Freshsales

The highlight of Freshsales is it is a single contact management system that you can utilize to control thousands of leads. The application not only offers the standard tools of legacy CRM solutions but also a few unique ones of its own. These advanced features include affiliate management, call routing, call recording, and auto-dialers.

What are the top aspects of Freshsales? The platform not only captures leads but also helps you to verify, distribute, and nurture them using multiple communication channels. Your sales reps can use the email tracking tool to find out whether their emails have been opened or ignored. Another advantage is you can track previous conversations with your prospects and utilize them to plan future communication.

At its core Freshsales is a sales CRM, therefore it offers complete visibility on the different stages of the sales process. The reporting functionality is excellent and you can generate both default reports as well as custom ones on each contact, opportunity, and deal. On top of that, you can count on expert 24/7 customer support provided by professionals via phone, email, and live chat. Small businesses and startups can benefit from the free Sprout plan, while pricing packages start from $12/user/month (annual billing) for the Blossom plan.

4. Salesforce CRM

Salesforce CRM allows you to track all customer details in one place so that you can nurture more leads. Then, you can utilize its main modules such as sales data, marketing automation, lead management, partner management, and contact manager to track these leads and convert them into profitable deals. One of the highlights is your team can use this app to be productive anywhere – in the office or field. The mobile apps for iOS and Android offer real-time data from dashboards as well as custom reports.

Salesforce CRM’s Opportunity Management module provides insights on opportunities. The Contact Manager module offers a complete view of important customer details such as discussions, communications, social mentions, and activity history. With the Sales Collaboration module you can track deals and search for competitive information. The Reports and Dashboards functionality allows you to gather data for in-depth reporting and analysis. The vendor offers five paid packages with pricing starting from $5/user/month.

5. Insightly

Insightly is a cloud-based CRM software solution that is recommended for small businesses and also offers suitable modules for large organizations. Main features include: pipeline management, task management, contact management, custom fields and filters, and unlimited customer support. The application can be accessed and used on Android, iOS, and Kindle mobile platforms. Plus, it integrates seamlessly with leading business systems such as Gmail, Google Apps, Outlook, Evernotes, Office, and MailChimp.

What are the key benefits offered by Insightly? To start, you can neatly organize contacts and get a 360-degree view. You can check relevant data related to their opportunities and projects such as email history, background, and important dates. On top of that, the opportunity reports, pipeline activity, tasks/milestones, and dashboard features give you a micro as well as macro overview of your business and sales activities. The best part is the app is intuitive and user friendly so even lay users will have no problem managing its tools. Small businesses can utilize the free plan for their basic needs, while paid packages start from $12/user/month.

6. Zoho CRM

Zoho CRM is yet another quality product from the parent company Zoho’s stable of popular business solutions. You can use this web-based CRM to satisfy your customers and expand your business. Core features include: lead and contact management, purchase control, sales pipeline management, sales force automation, CRM workflow management, and account management. These tools are ideal for sole entrepreneurs and small businesses as well as large enterprises.

With Zoho CRM, you can track sales, automate routine business tasks, and engage customers on multiple platforms. The app converts website visitors into promising leads and imports prospects from events and external sources such as seminars, trade shows, and direct emails. The Opportunity Tracking tool shows you where the customer is in the buying cycle as well as contact history, deal size, and competitor profile. You can use this information to create targeted messages.

On top of that, you can maximize your social media presence by getting contacts and leads from your social sites based on users’ behaviors. Finally, pricing plans start with the basic Standard package which costs $12/user/month (annual billing) and go up to $100/user/month for the Ultimate plan.

7. Nimble

Nimble provides relevant context to your business conversations so that you can engage and nurture your contacts and prospects. The app brings together your contacts, calendar, communications, and collaborations in a single easy-to-use platform. It collects information about your business contacts from leading social channels such as Facebook, Twitter, LinkedIn and others. Top features include: contact management, social listening and engagement, effortless sharing, easy-to-manage deals, and sales pipeline tracking and reporting.

With Nimble, companies do not need to invest in multiple solutions as they can utilize this single application to find relevant contacts, and engage and nurture them productively. The system enables you to focus on important business work such as data organization, sales insights, and customer engagement. Businesses in any industry and niche can benefit from this software system. They can use it to organize their information on contacts and stay on track. Plus, the program minimizes data entry chores as it automatically fills out contact records. The vendor offers a single pricing package that costs $25/license/month and a 14-day free trial of the plan.

8. Nutshell CRM

A convenient aspect of Nutshell CRM is the application is easy to set up and you don’t the services of a CRM administrator or implementation consultant.  To help you, the vendor offers onboarding assistance as well as expert customer support. One of the core features is the user-friendly and attractive dashboard where you can view contact history, upcoming tasks and meetings, and activities. Key features include: lead relationships management, customizable sales processes, collaborative environment, bulk email templates, and calendar sync.

What benefits can you expect from Nutshell CRM? To start, you can easily import your contacts both from your Excel spreadsheet as well as your Google account. Simply click on a contact’s name to view their entire relationship history including the latest conversations and emails. Another highlight is the top rate reporting tool that you can utilize to pull out team activity lists, sales analytics and forecasts, high-level summaries, and in-depth performance charts. The vendor offers a great free trial and three paid packages: Starter plan ($20/user/month), Pro plan ($35/user/month), and Pro+ plan ($70/user/month).

9. bpm’online CRM

Bpm’online CRM is a unique tool because it combines customer data with business process management tools. With this app, you can coordinate the activities of your sales, marketing, and customer support teams. It helps you automate your customer service process to exceed their expectations. Main features include: administrative tools, analytics with dashboards, customizable reports, and real-time diagrams, knowledge management online library, document management compatible with MS Word, and customer data management integrated with LinkedIn, Facebook, and Twitter.

What are the top benefits of bpm’online CRM? These include: simplified document processing, effective analytics for measuring business results, tracking employee deliverables, supervising marketing activities and events, accurate forecasting of sales plans, viewing customers’ buying behavior, and automating and managing key business processes. One of the highlights is the dedicated Customer Success Manager (CSM) provided to help companies maximize the software’s features and capabilities. The vendor offers a free trial plan as well as separate modules for sales marketing, and service. You can combine all three modules into single bundle and get a quote for it.

10. Velocity 365

Velocity 365 has you covered if you’re looking for a citizen engagement platform to streamline various government processes for efficient, and quick rendering of services to citizens. From providing citizens with a self-service for contacting respective departments on their concerns to a robust event planning tool and real-time reporting for better decision-making, Velocity 365 ensures you remain on top of both citizen concerns and your government operations. With its out-of-the box integrations and pre-configured tools, you can quickly render top quality services to citizens.

To spark citizen engagement, Velocity 365 comes equipped with various engagement modules to encourage interaction to both local governments and citizens. This makes it a breeze to gather public opinion, and it comes equipped with surveys and polls so you can gather relevant feedback and insights on specific topics.

Category: B2B News

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