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List of 10 Best CRM Tools

Category: B2B News
What is the best CRM tool?
The best CRM software tool is HubSpot CRM, an online solution that streamlines sales processes regardless of what channel they are taking place. It can track and organize every stage of your sales pipeline and can manage an unlimited number of contacts. Moreover, it is a zero-cost software that you can immediately use to jumpstart your CRM campaign and strategy.

Are you in search of the best CRM tools but can’t come up with a shortlist of solutions with so many options out there? You’ve come to the right page. We all know that businesses have better chances of becoming successful if they build profitable long-term relationships with their customers. Customer relationship management (CRM) takes on this role of helping businesses achieve their goal by combining best practices, proven methods, and current technology.

In this case, technology refers to CRM software with various features and capabilities, all designed to help you better understand your customers and their needs. So, we list down 10 of the best CRM tools that were carefully selected based on their usability, features, capabilities, and other factors. These products are recipients of top scores in our reviews and high ratings in our evaluation.

best crm tools

CRM is now considered the nucleus of business, a primary driver of sales and revenues. Sales teams use it to automate sales processes, store in one easily accessible location all contact information and interaction, and solidify customer relationships. These are all important in the context of the customer lifecycle as you can see in the visual below. CRM tools can be used to permeate, influence, and affect all the phases in the customer lifecycle from establishing initial awareness to conversion as buying customers, up to the stage of reinforcing loyalty and winning them to your side as advocates and promoters of your business.

customer lifecycle

Businesses consider this technology important to their operations that CRM tools are now the biggest software market globally, growing at a steady pace and predicted to top $80 billion by 2025. One way to select a good system for your needs is by tracking CRM trends and shortlisting platforms that include modern features. Another way is to read our in-depth posts and articles, and reviews of popular CRM tools. In this piece, we detail the key features, benefits, and pricing details in a list of 10 best CRM tools from which you can choose an appropriate one for your business requirements.

We will not delve on what CRM is all about. But if you need to know more about CRM software, you can head over to our exhaustive analysis of CRM tools, which tackles their types, benefits, and issues, among others. Instead, we’ll focus on the 10 best CRM solutions that you can try right now. There are hundreds of CRM products and vendors out there and you would be hard put to pick the top ones. We’ve taken that task for you with this list of 10 best CRM applications so you can narrow down your choices and select the right one.

1. HubSpot CRM

HubSpot CRM dashboard

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.

With HubSpot CRM, you can create a 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. The vendor has an appealing free trial where you can tinker with the features at no cost. 

HubSpot CRM

An award given to products our B2B experts find especially valuable for companies

Try out HubSpot CRM for free

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.

Detailed HubSpot CRM Review

2. Freshsales

Freshsales dashboard

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. 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.

Freshsales

Freshsales

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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.

Detailed Freshsales Review

3. NetSuite CRM

NetSuite CRM dashboard

NetSuite CRM is a product of Oracle that offers companies a complete view of every customer they have. The best thing about it is that it provides information regarding consumers steadily. This means regardless of the customer lifecycle stage they are in, you can gain more insights about purchasers continuously. With this, you can provide the best experience and service to them every time.

To that end, you can maximize the robust tools that NetSuite CRM offers. One of those is integrated contact management. This arranges data regarding every interaction with a customer. Because of this, anybody can access the communication history and act accordingly. You can use all the features for free for a period of time to see if the software matches your needs. 

NetSuite CRM

NetSuite CRM

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Other than that, NetSuite CRM has a component that enables you to manage your partner relationships. This helps you work with other businesses with ease by making visible every marketing activity on a daily basis. The solution has more to offer than those mentioned above. For example, it has sales force automation, sales forecasting, and employee workflow tracker.

Detailed NetSuite CRM Review

4. Pipedrive

Pipedrive dashboard

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.

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. You can use Pipedrive free trial to experience how it can enhance your sales process.

Pipedrive

Pipedrive

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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.

Detailed Pipedrive Review

5. monday.com CRM

monday.com dashboard
monday.com CRM can rival any of the top 10 leading CRM solutions here. First, the platform allows you to customize your very own dashboards and workflows to fit your every need. Second, it has tons of integrations that extend its capabilities. Stack these with its if-then rule-based automation, you can easily create and manage a CRM platform just for you. 

Moreover, monday.com has a highly-visual dashboard packed with other powerful features like collaboration tools, visualizations, automatic report generation, and dashboard templates. Thus, you can manage both CRM processes and team management processes under one roof.

monday.com

monday.com

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Also, it allows users to share dashboards with your clients. This is very useful if you’re in the B2B industry especially consultancy. Furthermore, you can even leave live comments on visuals to make reports and the like more understandable. Also, this is great for collaborative brainstorming for strategies and tactics. 

Plus, you can access your monday.com CRM tool on mobile thanks to its iPhone and Android apps. Lastly, paid plans start at $39 per month billed annually for five users. 

Detailed monday.com Review

6. vCita

vCita dashboard

vCita is a complete cloud solution that brings you all the tools you need to manage contacts, customers, and business processes. Among its offerings are features for lead generation, email marketing, client management, online calendar and scheduling, billing and invoicing, communication, and collaboration. With one robust platform, you get functionalities to manage CRM, booking, marketing, appointments, online payment, and client communication. These capabilities make vCita an all-around solution that is ideal for small teams and professional services providers.

Information relating to your leads, contacts, and clients are stored in one secure cloud location that you can easily access on the go. Your team gets to have one data source on the client’s history – from conversations and appointments to invoices and payments. Fortunately, the vendor offers a free trial that allows you to investigate vCita’s features closely.

vcita

vcita

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The CRM solution likewise lets you undertake targeted campaigns with tools like a page builder for creating landing pages and embedding dynamic website widgets. You can also apply best practices to increase conversion rates of landing pages here. vCita integrates with over a dozen third-party apps and is available in three pricing plans starting with the Essentials edition at $29/month.

Detailed vcita Review

7. Pipeliner

Pipeliner dashboard

Cloud-based CRM software Pipeliner is a powerful sales enablement solution primarily designed for sales teams in businesses of different sizes. The platform visualizes all sales functions while keeping everything organized to help teams remain focused. Most importantly, the solution offers a sales friendly interface to enhance user engagement and allows users to create customized views that suit the way they work.

As you know, reports mean the world to sales managers since they unearth the key metrics that help improve processes. Pipeliner enables sales managers to generate comprehensive CRM reports from any area or view in the systems. With the system, it’s a breeze to create multiple reports like standard reports, advanced business intelligence reports, pivot table reports, performance dashboard reports, and forecast reports.

Pipeliner

Pipeliner

Try out Pipeliner with their free trial

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Moreover, Pipeliner works seamlessly with the business applications you use like marketing automation and ticketing. This way, it allows you to automate processes and assimilate the data from these systems. Even better, the platform is built for ease of use. First, with its visualized functions, users can easily accomplish administrative tasks. Second, Pipeliner offers powerful in-line help and instant chat with tech support.

What’s more, Pipeliner provides one of the most advanced mobile CRM applications. The app comes with a built-in Artificial Intelligence (AI) engine. It enhances efficiency with robust features such as business card scanning, voice-to-text, location and mapping tools, and KPI dashboard.

Detailed Pipeliner Review

8. Salesforce CRM

Salesforce CRM Dashboard

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. The vendor offers a great free trial plan that lets you try out all key features first.

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 $25/month for 10 users.

Detailed Salesforce CRM Review

9. Zoho CRM

Zoho CRM dashboard

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. Apart from these, there are other SaaS solutions from which small-scale ventures can benefit.

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. You can leverage Zoho CRM free trial to learn more about these features at no cost.

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 goes up to $100/user/month for the Ultimate plan.

Detailed Zoho CRM Review

10. CRM Creatio

CRM Creatio dashboard

CRM Creatio 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 CRM Creatio? 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. The vendor offers a comprehensive free trial where you can test-drive all the CRM Creation features.

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 separate modules for sales, marketing, and service. You can combine all three modules into a single bundle and get a quote for it.

Detailed CRM Creatio Review

Supercharge Your Sales Team and Processes with CRM Tools

Imagine a scenario where you do not use CRM tools for your business. According to Salesforce, here are some of the challenges faced by businesses in their quest for growth:

  • Difficulty in finding customer data
  • Struggles in keeping pace with lead flow
  • No idea what sales teams are doing or planning
  • Customer service falls short
  • Can’t seem to manage important long-term accounts
  • Reporting takes forever
  • Unclear growth path or direction

The above are indicators that you need to apply CRM solutions or, if you already have one, that its time to replace the CRM tools you’re using. You can read our handy guide on the signs that you need a new CRM software. Having CRM tools will positively impact your business and bottom line and set you on a growth trajectory.

You’ll have communication and collaboration tools to keep your sales team closely coordinated and smoothly moving forward. You’ll have all contact and customer information consolidated in one location – a “single source of truth” – that can be easily accessed by your team. You get visibility over every aspect of your sales pipeline and over every activity and progress of your sales agents. Reporting is instant. Lost opportunities are things of the past. Nothing slips through the cracks. Those and more are what CRM tools can give you. It can level up your sales processes and empower your sales teams, which translate to business growth and improved revenues.

You don’t even have to bother with the cost of CRM software nowadays since they have become quite affordable with cloud CRM solutions. You can even use one at no cost at all. Simply sign up for HubSpot CRM free trial. You have so much to gain with having a CRM, and so much to lose without one. And to further help you make a decision, you can also look at CRM trends for the upcoming year.

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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