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Top 15 Customer Relationship Management Software for 2019

Category: B2B News
What is the top customer relationship management software?
The top customer relationship management software is HubSpot CRM. Users love its comprehensive features and easy-to-use interface. Also, the platform is free to use. HubSpot CRM helps you track and organize your sales pipeline and consolidate all relevant information and contacts under a single hub. Moreover, it is flexible enough to be used by B2B and B2C companies.

If you are in the midst of digital transformation, you can’t go wrong with incorporating CRM software into your operations. These programs allow you to build strong and profitable customer relationships. Also, these tools enable you to gather, process, and analyze data from different channels all under one roof. However, which CRM software provider is the best one for you?

In this article, we will take a look into the leading CRM programs in 2019 to help you decide which one fits your requirements, budget, and other preferences.

best CRM software solutions

Experts believe that there are benefits to adopting the right CRM tool. After all, these platforms allow you to make faster decisions. Also, they help with your collaboration and communication needs. This is not just for external contacts but also your internal teams.

However, not all CRM platforms are created equal. Some cater to general needs while others cater to specific needs like SMS-based CRM. To help you get a better understanding of what to look for in these platforms, here are some common features that users look for in a CRM system:

Most In-Demand CRM Features

Ease of use Schedule management Ability to get a clear snapshot
Ease of use (65%) Schedule management (27%) Ability to get a clear snapshot (18%)

Source: ibm.com

Designed by

These features allow professionals to hit good marks on their KPIs. According to recent CRM statistics, 74% of businesses found that CRM software has improved their customer relationships. Also, 65% increased their sales quota while 50% experienced improvements in productivity. Furthermore, 40% have reduced their labor costs. If you want these types of benefits as well, you better choose the best CRM solution out there.

1. HubSpot CRM

HubSpot CRM dashboard example

Many experts regard HubSpot CRM features to be the most comprehensive, powerful, and easy-to-use out there today. These features allow you to build and maintain customer relationships across different platforms. Moreover, the solution tracks and monitors your sales pipeline. You can also manage your internal teams such as sales and marketing using this free product. It provides you with a single dashboard to help your team keep track of all relevant activities.

The solution is so flexible that it can be used by freelance professionals, SMBs, and even large enterprises. It is complete with features that allow you to populate relevant CRM details and make your company database complete. Additionally, users can choose to have customized dashboards and views. It has a drag-and-drop communicator and is integrated with other business solutions. Also, it allows you to conduct CRM actions on different social media sites.

If you want to investigate the features closely you can easily do so when you sign up for HubSpot CRM free trial here.

HubSpot CRM

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 2018

Our score
9.8
User satisfaction
99%

It integrates seamlessly with Shopify, WordPress, Microsoft Dynamics, Netsuite, Salesforce, and many more. Also, it has native mobile apps for Apple and Android devices.

HubSpot CRM has a free version. However, there are paid plans that include more features. The Starter plan is priced at $50 per month. The full-fledged Enterprise plan comes for $2400 per month.

HubSpot CRM Key Features

  • It has an easy-to-use interface with a drag-and-drop communicator.
  • It allows you to create templates and is easily customizable.
  • The solution synchronizes with HubSpot Marketing and other products.
  • The platform blends easily with your existing digital ecosystem.
  • It has a free version which is already very robust.

2. Salesforce CRM

Salesforce CRM dashboard example

The popular software Salesforce CRM is one of the most respected tools in the market today. The solution isn’t just a part of the top 15 CRM software out there. Salesforce CRM consistently places in the top 3 every year. It is part of an extensive suite of business tools under the Salesforce banner. As such, it integrates with them seamlessly and is more powerful when used with the full suite. So, if you are a Salesforce user, it is wise to choose Salesforce CRM.

The program is being used by different types of organizations from small businesses to large enterprises. Moreover, even freelancers use the platform.

You can try all its premium features at no cost when you sign up for Salesforce CRM free trial here.

The solution enables users to automate key CRM processes to increase productivity and save time. It integrates relevant information from different sources into one centralized dashboard. Thus, it allows users to search for data easily. Moreover, there are lead management, marketing automation, and partner management modules that help you follow and qualified leads. With Salesforce CRM, you can manage your relationships with your contacts in one single platform.

Additionally, Salesforce CRM integrates well with JIRA, Desk.com, Zendesk, and many other systems. It also has native apps for Apple and Android devices.

Last but not least, the pricing scheme for Salesforce is quite affordable. The Lightning Essentials plan costs $25 per user per month. Lightning unlimited, the most comprehensive plan, is priced at $300 per user per month.

Salesforce CRM Key Features

  • You can get a full view of the customer like activity history, discussions, social mentions, and communications with its contact management module.
  • It is part of the Salesforce suite of business tools.
  • Salesforce CRM includes a rule-based lead scoring system with lead assignment features.
  • It generates clear and highly-visual reports that are accurate.
  • The dashboard and interface are easy to use with drag-and-drop features.

3. Freshsales

Freshsales dashboard example

Freshdesk’s Freshsales is a part of the comprehensive Freshdesk business solutions suite. Similar to some of the best CRM tools, Freshsales features allow users to manage contacts and relationships under a single platform. The software helps you create, qualify, and, finally, convert leads. Also, it has an intuitive and easy-to-use dashboard where you can execute complex functions easily.

Moreover, Freshsales provides users with important insights and hints on how to leverage the data they have in their system. Thus, it gives you more opportunities to take advantage of what you already have. This is all thanks to its smart analytics module. It is flexible enough to be used by small, medium, and large businesses.

The vendor has an appealing free trial where you can tinker with the features at no cost. You can sign up for Freshsales free trial here.

Core features include customized reporting, deal tracking, message personalization, role-based access, and automation. Furthermore, it integrates with Quickbooks, Xero, MailChimp, and all Freshworks programs.

Lastly, it has a Sprout plan that is free forever. Paid plans start at $12 per user per month. The most comprehensive plan, Forest, costs $79 per user per month.

Freshsales Key Features

  • It possesses an end-to-end email tracking and management module.
  • Freshsales includes an advanced contact segmentation feature.
  • The platform provides you with a comprehensive view of all conversations with customers and other relevant details.
  • Freshsales includes powerful analytics and trendline reporting.
  • It has a drag-and-drop sales management dashboard which makes it easy for you sort and filter contacts using different parameters.

4. Pipedrive

Pipedrive dashboard example

CRM software Pipedrive is purpose-built for small and medium businesses. Also, freelance professionals widely use the platform as well. Users love its intuitive dashboard with features that let you manage your sales pipeline easily. Moreover, it lets you distinguish which leads have more potential. You can easily personalize messages while you develop your leads across different channels.

The solution allows for workflow customization. As it was built by salespeople for salespeople (of course with the help of developers), it takes away the technical hassles of SaaS, allowing salespeople to get on with their actual work. What this means is that users don’t have to be bothered too much by learning the ropes, the interface is easy to understand and is flexible enough to be customized according to their requirements.

You can easily sign up for Pipedrive free trial here and get to know the features firsthand for free without commitment.

Moreover, it has native apps available on Google Play and the App Store. Also, it integrates well with Zoho CRM, Salesforce, Torpio, DropBox, MailChimp, Google Apps, and many more. The paid plans start at $15 per user per month. The Enterprise suite comes for $99 per user per month.

Key Features of Pipedrive

  • It sports various dashboard views and it affords users full customization.
  • The platform has a powerful API and integrates well with other business systems.
  • Pipedrive is available in different languages. Also, it handles many types of currencies.
  • It possesses powerful reporting tools and has a good goal-setting module.
  • The solution features a full customer view from contact history to email tracking.

5. bpm’online CRM

bpm'online dashboard example

The agile bpm’online CRM platform makes business process automation and CRM accessible for medium and large businesses. As we’ve mentioned in our bpm’online CRM overview, it is an intuitive tool lauded for its acceleration-enabled architecture. With it, users enjoy powerful functions that do not compromise ease-of-use.

The solution allows users to manage customer data with ease. The customer management module integrates seamlessly with Twitter, Linkedin, and Facebook. This allows you to keep various customer information across different channels handy. Moreover, it comes with its own knowledge-management online library module. With this, users can store and create valuable insights and best practices in the system itself.

bpm’online is complete with marketing, sales, and service modules. What makes this unique is that these modules often come separately. In the case of bpm’online, however, they are all under one roof. This way, different departments with different roles can collaborate easily.

The vendor has an appealing free trial where you can tinker with the features freely. You can sign up for bpm’online CRM free trial here.

The platform has native apps available for Android and Apple devices. Also, it integrates seamlessly with Microsoft products, OpenStreetMap, Facebook, IMAP, Twitter, and many more. The paid plans start at $25 per user a month.

Key Features of bpm’online CRM

  • It has a document management module compatible with MS Word.
  • The solution provides users with real-time analytics, diagrams, and customizable reports and dashboards.
  • It allows for multi-channel marketing campaigns, and audience segmentation. Also, it helps you plan budgets and track responses.
  • The platform includes a sales management module that can help you track opportunities and create forecasts.
  • bpm’online CRM contains administrative tools with wizards that help you manage data fields, processes, and other features without programming knowledge.

6. Zoho CRM

Zoho CRM dashboard example

Zoho CRM by Zoho, like its sibling products, is a robust platform with comprehensive features. Also, according to Zoho CRM reviews, users love the fact that its dashboard is very intuitive. Core features include contact and lead management. Other modules include pipeline management and purchase control. Of course, Zoho allows users to customize how these capabilities and functions are displayed on their screens.

The platform is used for different types of businesses in all kinds of scales. Freelancers use Zoho CRM as much as SMBs and large enterprises. The solution’s flexibility allows it to be deployed in various ways for various organizations.

Zoho CRM enables users to automate sales and lead management. It helps them keep within contexts of all customer interactions. It logs important customer calls and even has a scheduler module for meetings and calls. Moreover, the solution includes a sales opportunity management module and social CRM capabilities. With real-time access to customer data, you can make real-time decisions. Also, this allows you to course-correct easily.

You can check the solution closely when you sign up for Zoho CRM free trial here.

Additionally, Zoho CRM has native apps for both Apple and Android devices. Moreover, it integrates well with all the Zoho products and other business systems like Socket, Unbounce, Gmail, and MailChimp, among many others.

Lastly, the paid plans start at $18 per user every month. However, there is a free version that you can use virtually forever.

Key Features of Zoho CRM

  • The solution allows you to keep all relevant customer information under one hub. Likewise, it allows you to automate business processes like setting up recurring meetings or tasks.
  • It has advanced system functionalities like the creation of customer loyalty programs and custom functions.
  • The platform includes advanced analytics and tracks revenues, sales, and other KPIs. Moreover, it has real-time sales updates and data views.
  • Zoho CRM has a robust free edition.
  • It integrates your website with Zoho Forms. Thus, you can create survey forms and whatnot on your website to gather data or leads.

7. vCita

vCita dashboard example

The business management platform vCita is a comprehensive business management platform. It allows you to have your client management, calendar management, and even your billing under one roof. Moreover, vCita features enable your clients to set up appointments or book services. If you run a gym or teach classes, you can let your clients register for them using their own devices.

The solution is perfect for freelancers and SMBs. This is because vCita makes CRM pretty easy to do without much technical know-how. The solution’s dashboard is very intuitive and its controls are easy to use. Thus, you can launch targeted marketing campaigns or manage multiple customer issues at the same time within one platform.

If you want to know more about the features you can easily sign up for vCita free trial here.

The platform fits perfectly with other touchpoints such as social media sites like Facebook. Also, it is mobile-ready. Thus, both you and your clients will not have a hard time communicating with each other across different channels on various devices.

vCita integrates seamlessly with other systems like Wix, Weebly, PayPal, QuickBooks, and even Facebook. It also supports users for both Android and Apple devices through native apps. Lastly, its paid plans start at $29 per month. Its most comprehensive plan is called Platinum and it sets you back for $99 a month.

Key Features of vCita

  • The platform handles different business processes central to CRM. Also, it handles other processes related to CRM such as payment and social media marketing.
  • vCita includes a client portal to make it easy for your clients to book classes, appointments, or whatnot.
  • The solution enables users to create forms for any web platform including their websites. Thus, they can gather data or even convert leads easily.
  • vCita can sync with your phone and calendar. It can help you schedule appointments and tasks with multiple employees.
  • Users are allowed to store relevant customer information and interaction on the platform. Thus, they can easily stay on top of customer issues.

8. EngageBay

Engagebay dashboard example

Many professionals believe that the EngageBay features make it a true alternative to more expensive business systems. They enable users to integrate key business processes under one roof. Moreover, it brings together marketing, sales, and client services processes together. Also, its main features include CRM, live chat, sales, and marketing automation. All of these functionalities are fitted in a user-friendly and intuitive dashboard.

The software provider designed EngageBay to cater to SMBs and even freelance professionals. Thus, robust functionalities and interface usability are among its priorities. Moreover, it includes powerful analytics and A/B testing functions to boot. Of course, it includes the usual pipeline management, email marketing, web forms, and sales and marketing automation modules.

You can try all its premium features when you sign up for EngageBay free trial here

The platform is entirely web-based and can be accessed through any mobile or desktop device as long as you have an internet connection. Additionally, it integrates with Zapier, Xero, Stripe, and Office365. It also has a free version that you can use.

Furthermore, EngageBay’s premium plans are quite affordable. The pricing starts at $14.99 per month for the Basic Plan while the Growth plan is at $49.99 a month. Lastly, the Pro edition is priced at $79.99 a month.

Key Features of EngageBay

  • The platform includes social media engagement features for omnichannel customer service, sales, and marketing.
  • You can run Facebook ads inside the platform.
  • EngageBay includes a powerful analytics module with A/B testing features to help you make data-driven decisions.
  • It has email marketing features complete with templates and sequences.
  • It is GDPR-compliant with a double opt-in feature.

9. PipelineDeals

PipelineDeals dashboard example

People enjoy using PipelineDeals because of its easy-to-use and powerful CRM capabilities. It is designed with SMBs and freelance professionals in mind. Thus, highly-functional comprehensive features are where its focal strong points are. Moreover, it allows small teams to explore data in a highly visual manner.

PipelineDeals features include custom list views, account customization, team collaboration, activity tracking, and deal management. Of course, sales pipeline, client, and team visibility are also included. Furthermore, its contacts and lead management module rival those of big software providers.

If you want to check its comprehensive feature set you can easily sign up for PipelineDeals free trial here

The solution integrates well with other business systems such as Google Docs, Import2, QuickBooks, Paycove, and Excel among many others. It is completely web-based. Thus, you can access it using any device with a browser and internet connection. Also, it has native apps for both Apple and Android devices.

Lastly, the PipelineDeals plans start at $29 per user a month. The most comprehensive and expensive plan is the Grow Plan, which costs $59 per user every month.

Key Features of PipelineDeals

  • It possesses sales pipeline visibility and activity tracking features.
  • The platform sports an intuitive UI with a comprehensive set of features.
  • PipelineDeals allow users to automate different business processes that relate to sales, marketing, and customer service.
  • The system notifies users in real-time about pipeline movements and other relevant information.
  • PipelineDeals enable users to customize deals for every customer.

10. Lucrativ

Lucrativ dashboard example

Lucrativ is a unified sales and CRM platform that helps users automate workflows and optimize processes. It comes with features that allow you to engage clients and maintain profitable relationships with them. Moreover, Lucrativ features enable users to generate powerful insights through analytics and visualization features. It even supports multiple users with different roles to collaborate within the platform.

The platform is being used by different types of organizations from SMBs to large enterprises. Also, it is a fully web-based app so you can manage your business just on your browser. The system also allows you to create email campaigns, and even mass texting should you need it. Lastly, it notifies you whenever tasks are about to be due and for any other activity worth noting.

Should you want to investigate the platform firsthand, you can easily do so when you sign up for Lucrativ free trial here

Lucrativ lets users create custom reports. It even allows for live call monitoring to help track and improve customer experience. Moreover, Lucrativ’s comprehensive feature set includes a power dialer, forecasts, email insights, and even customized modules.

The platform has native apps for Android and Apple users. Also, it integrates well with other business platforms such as QuickBooks, HubSpot, and MailChimp among others. However, you should note that the software provider only offers quote-based plans.

Lucrativ Key Features

  • Lucrativ includes an AI assistant to help you remember important events and automate business processes.
  • The platform allows you to create custom modules.
  • You can customize Lucrativ. Likewise, it can be deployed to your liking.
  • The platform provides its users with agile solutions for CRM such as its power dialer, SMS feature, and email module.
  • Lucrativ allows users with different roles to collaborate on the platform.

11. Avochato

Avochato dashboard example

Avochato is a cloud-based text messaging program that has great CRM features integrated with sales and marketing capabilities. It allows users to have a 360-degree view of customer interactions. It doesn’t matter what channel it is. Avochato allows you to access them all in its easy-to-use dashboard.

Moreover, like top CRM tools, SMS-heavy Avochato allows for both internal and external communications. Thanks to its contact management and team management modules, you can have a good view of your business from a single dashboard. However, as an SMS-based tool, it does not have social media engagement features like other CRM platforms. Its come-on though is that unlike others, it provides comprehensive SMS features. Thus, we suggest that if you choose Avochato for CRM, you round it out with a full-on social media monitoring platform.

Other features include call forwarding, text-able landlines, Avochato caller ID, analytics, programmable API, and even Google Adwords click-to-message among others. Also, for a more in-depth review of the program, you can read some pros and cons of Avochato.

If you want to investigate the features closely you can easily do so when you sign up for Avochato free trial here.

Additionally, Avochato has native mobile apps for both Apple and Android users. It integrates well with other solutions such as Office365, Zapier, Slack, and Salesforce among others. Lastly, its pricing plan starts at $99 per month.

Avochato Key Features

  • It is an SMS-based business tool for sales, marketing, and CRM.
  • The platform includes conversations and status tracking.
  • Avochato provides you with text-able landlines and with unique localized phone numbers.
  • It integrates well with other productivity apps. Also, it is mobile-ready and complete with security features.
  • Avochato allows for text broadcasts and provides you with a chat widget.

12. Zengine by WizeHive

Zengine by Wizehive dashboard example

The flexible Zengine system by WizeHive is a comprehensive business solution with good CRM capabilities. The platform integrates CRM, grants management, and online application management into one solution. Moreover, it is highly customizable, allowing it to meet your various needs. However, while commercial clients are enjoying the platform, it best fits educational institutions, NGOs, and government users.

The solution provides secure user hubs that can simplify application processes. It also helps users run fellowships and scholarships. It can even help manage award-giving bodies. Moreover, it lets you create forms and personalize your reports and dashboards. In addition, it sports cloud-based collaboration tools for your convenience.

If you want to know more about its features, you can easily sign up for Zengine by WizeHive free demo here.

Another great thing about this platform is that it integrates seamlessly with 1000+ applications. Meaning, it can easily blend with your existing software ecosystem. Moreover, it possesses native integrations with both ScholarSnapp and GuideStar. The software provider offers Zengine via a quote-based scheme.

Zengine by WizeHive Key Features

  • The platform supports grants management and online application management. It is perfect for research institutions, educational institutions, government agencies, and NGOs.
  • It automates organizational processes such as grant tracking.
  • The platform includes collaboration tools to increase productivity.
  • Zengine has scholarship and internship management capabilities.
  • It is highly flexible and customizable. However, it specializes in serving educational institutions.

13. InfoFlo

InfoFlo dashboard example

CRM program InfoFlo by Carmel Vision is designed to help SMBs and freelance professionals. It helps them manage business relationships and contacts. Most of all, it is known in the market to be one of, if not the most affordable solution out there.

The best thing, others think and feel, about InfoFlo CRM is that it offers a comprehensive basic package. Its features include customer database, project management, document scanning, newsletter management, collaboration tools, campaign dashboard, and remote access among many others. To top it all off, it’s only priced at $99 per user per month.

You can use all the features for free for a period of time to see if the software matches your needs. Simply sign up for InfoFlo free trial here.

It integrates well with Twitter, Facebook, Skype, and Outlook among others and has a full-on on-premise deployment option.

InfoFlo Key Features

  • The program includes sales and marketing automation features.
  • InfoFlo CRM allows you to create beautiful product catalogs easily and beautifully.
  • It includes call center, territory, and newsletter management modules among others.
  • InfoFlo is very affordable thanks to its one-time payment scheme.
  • The solution includes social and online media management modules. It likewise has built-in reporting and analytics functions.

14. Scoro

Scoro dashboard example

Cloud-based business management platform Scoro possesses a robust CRM module integrated with other features such as project management, quote management, resource planning, and even company news feed among many others. All of these are easily accessible from Scoro’s control hub which is easy-to-use, thanks to its layout and design.

Furthermore, Scoro is targeted at SMBs in the consulting, IT, and advertising sectors, to name a few. It is for the knowledge workers that need collaboration, scheduling, and tracking features in their business systems. Scoro provides them with ways to communicate with various contacts and manage relationships.

An appealing test drive of all software features is available to you when you sign up for Scoro free trial here.

The platform integrates seamlessly with Xero, Outlook, iCal, and Dropbox, among others. It has native apps available for Apple and Android users. Paid plans start at $26 per user per month.

Scoro Key Features

  • The platform includes invoices and expense management modules.
  • It possesses robust reporting and analytics features.
  • Scoro is one of the most affordable business systems out there with strong CRM capabilities.
  • Users can take advantage of the system’s company news feed function to keep everybody updated.
  • It includes work-time billing and reminds you of late invoices as well.

15. monday.com CRM

monday.com dashboard example

The highly flexible monday.com platform is simply one of the best business solutions out there today. It is very dynamic and comprehensive that it is flexible enough to be whatever you want to be. To wit, you can transform it into a full-fledged CRM solution if you want. The platform even has customizable modules and add-ons to help you with every business process imaginable.

Teams enjoy how monday.com’s user interface is highly intuitive. Moreover, it is so intuitive that no training is required to use it. However, even though it has superb ease-of-use, there are many advanced features in monday.com that can be discovered through time.

You can try out all of its features firsthand to learn more about what the product has to offer. Simply sign up for monday.com free trial here.

You can use monday.com for every business process there is. Users can set up and align marketing, sales, and service goals and objective. Teams can collaborate within the platform itself. It can generate reports and visualizations easily.

The solution integrates well with Pipedrive, Gmail, Asana, and a host of other business productivity applications. Moreover, it has native apps for both iOS and Android devices. Its basic plan starts at $25 per month while its full-fledged deployment is priced at $118 per month.

monday.com Key Features

  • The platform is highly customizable that it can support you with any business process imaginable.
  • monday.com’s dashboard is highly visual and reports task statuses easily.
  • It includes a collaboration tool complete with robust communication modules.
  • The solution can automate key CRM processes like responses.
  • monday.com’s architecture allows it to integrate well with other business systems. Users can create if-then algorithms and triggers without coding knowledge.

What’s the best CRM platform for you?

Now, that we’ve shown you the top 15 CRM software in the market, what’s your verdict? What is the best one for you? Well, that isn’t an easy question to answer as different factors need consideration. Firstly, you need a CRM tool that fits your budget. Sure, most users find that using CRM software allows them to gain more ROI. However, this is down the road and if you’re averse to risk and investment, maybe you’d be better off with more affordable ones.

Also, size matters. Some CRM tools are simply too comprehensive and expensive for smaller firms and freelance professionals. Why go for something that will set you back for hundreds every month if something for $50 can do the very same thing, albeit, with a different brand name? These and many other considerations come with deciding which CRM platform to subscribe to.

To wit, there are plenty of solutions out there for start-ups. Some of them are included in this list of top 15 CRM software. For more options, you can even check out this list of CRM software for small businesses. However, others can be great for small businesses that are simply not that useful for larger enterprises. Some are too specialized and others are just industry-specific. It’s like comparing apples and oranges.

So, the best way to test out what platform is best for you is to just try out the tool. Again, as HubSpot CRM is highly recommended by our experts, we think you should try it out first. You can check the solution closely when you sign up for HubSpot CRM free trial here. Good luck with your software hunting!

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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