Updated · Oct 13, 2022
11 Top CRM Software For Your Business for 2022
[Reviews & Buyer's Guide]
Updated: October 13,2022
So. You’re on the lookout for a CRM solution for your business.
Look no further.
We’ve compiled a list of the 11 most valuable CRM tools on the market to help you make the best choice.
In this article you’ll also find:
- 9 additional CRM software we’ve selected just in case
- Comprehensive methodology guide
- Most recent features and pricing
- How to choose the right tool for you
Let’s get right into it!
The Best CRM Software For Your Business for 2022
- •Salesforce – Best overall.
- •Zoho CRM – For multichannel marketing.
- •Less Annoying CRM – For beginners.
- •HubSpot CRM – For flexible pricing.
- •Pipedrive CRM – For first-timer’s CRM.
- •Engagebay CRM – For businesses that need an affordable all-in-one tool.
- •Insightly CRM – For cooperation.
- •Agile CRM – Best value for money.
- •Apptivo CRM – For small businesses and startups.
- •Nimble – For communication with clients.
- •Freshsales CRM – Revenue forecasting CRM software.
When building this list of top CRM software we considered several indicators that show if the customer management software is worth the hype.
- We looked at how easy it is to set up the system and if it required a lot of time.
- We researched how the software is deployed and what apps it supports.
- We examined how complicated navigating through the platforms is and if it’s user-friendly.
- We took into account the CRM’s automation capabilities.
- We looked at the features and evaluated the degree of customization.
- We also checked if each CRM platform provides integrations with other software. For instance, some of the most popular integrations are with accounting solutions (e.g. QuickBooks), email marketing tools (e.g. Mailchimp), or document management software (e.g. PandaDoc). Still, It all depends on your business need.
- Another indicator for best class CRM software is the high degree of security and protection.
- We engaged with customer support and went through the knowledge pages.
Great variety of tools
Integration with many platforms
Even if you have no idea what a sales force automation is, you’ve likely heard of Salesforce.
A giant in its industry, Salesforce holds more than 19% market share, making it the biggest player in the industry. Its cloud-based CRM is just a small part of the flagman product – Sales Cloud, one of the most popular out there.
Sales Cloud pricing starts from $25/user/month with an annual subscription – that’s the Essentials pack. It supports up to ten users. It’s also the one with the fewest features, but still includes a full view of pipeline and team performance.
There are a total of 4 Sales Cloud packs, the most expensive being Unlimited. It costs $300/user/month, which is pricey, indeed, but you get the full benefit of Salesforce’s technology. It includes neat features such as personalized customer service, website tracking, and customer analytics.
If you’re not sure about Salesforce, you can always test the free trial version. The trial period varies depending on the product. For example, the Essentials trial version is just 14 days, while the Ultimate “test drive” period is twice as long.
Ease of use
Salesforce dashboard features make sharing information and managing tasks an easy job. The dashboard is flexible and dynamic. It can be changed to fit the specific needs of different users and can help you streamline your work. The drag and drop, and chatter features can change how dashboards look and also share information with other team members.
Sales Cloud is super feature-rich, but it depends on which plan you’re buying.
- The Essentials plan has contact, lead, opportunity management for up to 100,000 contacts, email integration, and a mobile app. That is a pretty good deal for customer relationship management software.
- The Ultimate plan that gives you lead scoring, workflow automation, pattern recognition, sales planning, predictive analytics, and opportunity management.
Salesforce has the features to help you grow your influence on the market.
The platform’s marketing capabilities will bring you to the next level of the selling game. With Salesforce you can integrate data from multiple sources and build your customers’ profiles effortlessly.
The contact management feature will add tons of functionality to your operations. You can count that you’ll have every contact in your customer accounts. You’ll be able to analyze social media to get a deeper understanding of your customers. On top, the Salesforce app will allow you to do that from everywhere.
The data you gather you can leverage when communicating with customers through the Einstein analytics features. Those features will allow you to interpret and respond to clients’ intent and deliver the right solutions.
Salesforce helps analyze how persuasive your marketing efforts are. The platform partners with Google Analytics and uses AI to gather insights and report on your performance.
You’ll be able to track all the right information about your leads and access the most up-to-date contact information. Using Sales Path you’ll be able to understand what’s the best way to approach leads and turn them into customers.
Customer analytics is great for driving the sales process but Salesforce can be used to evaluate employees’ performance as well.
This SaaS CRM solution not only allows you to access payroll, tenure and job levels but helps you measure ROI. You can monitor and predict how your employees perform and if they meet set targets.
Other benefits you can take advantage of are:
- Sales forecasting – for a deeper understanding of how your entire business;
- Workflow & Approval – helps you create and automate workflows to guide sales teams;
- File sync & Share – boost efficiency by having all in one place and sharing it instantly
- Data management – improves data collection and data analyses
Automations and Integrations
Salesforce automation tools can help you cut time for many repetitive tasks while keeping efficiency high. The tools that the customer management software offers can organize internal processes and cut time in dealing with customers’ issues.
The Lighting Flow feature helps you solve issues smoothly and automatically. You can set processes and flows that follow any type of customers’ requests and answer promptly and with expertise.
The automated workflow features turn your standard internal procedures into automatically systemized tasks. This way you don’t have to invest a lot of resources on setting systems in place.
You can also take advantage of Einstein – Salesforce smart assistant. The tool will recommend appropriate next best actions to your customers. Depending on your business logic you’ll be able to set key suggestions like discounts, add-ons, repairs or anything related to your business.
Salesforce has a lousy D-score from the BBB, which is surprising considering they are the market leader in the segment.
A company like that should put the effort into providing great, always-on support. Alas, you’ll only get 24/7 support if you buy their most expensive Sales Cloud plan.
However, their website does have an extensive support section with FAQs, training, and video tutorials. An excellent knowledge base for one of the top CRM systems on the market.
Salesforce is the most popular customer management platform on the market today. It has become a reference for a management system that can be greatly customized to fit the needs of small, mid-sized and larger enterprises.
Salesforce CRM provides an exceptional set of features. You can easily integrate it with a variety of third-party software and customize every aspect of the platform so it fits your brand image and strategy. Salesforce CRM is our number one choice for a multifunctional customer manager.
2. Zoho CRM
Call management integration
AI virtual assistant
Zoho is not just another software as a service CRM platform. With a network of more than 150,000 businesses in 180 countries, Zoho is one of the most used worldwide. It offers a nice combination of many features and a decent pricing model. Let’s jump right into it.
- The standard plan comes at $12/user/month when billed annually. It caps your contact list to 100, 000 names, you get email insights, workflow conversions, and custom reports and dashboards.
- The next plan- Professional costs $20/user/month when billed annually but you get contact list of up to 2,500,000 records. Together with the Standard package features, you can take advantage of the real-time notifications, Google ads integration, and webhooks.
- The Enterprise plan, on the other hand, costs $35/user/month and gives you the full range of Zoho tools, including conversational artificial intelligence, multi-user portals, and data encryption. It supports 5,000,000 records and uses Zoho’s conversational AI to help you deal with customers.
This top-rated sales CRM software allows you to test each premium plan with a 15-day free trial. It requires no credit card details.
Ease of use
Zoho tools allow you to modify and personalize your dashboards with the drag-and-drop interface in no time and without the need for any IT help.
You can set up and modify the dashboard with different charts, pivot tables, widgets, and other components. They can be embedded on multiple online platforms and be accessed by different employees. You can control the access and restrict dashboards’ visibility if needed.
Zoho tools will help you get the most of your data by personalizing every piece of information visualized on its dashboard.
Zoho is one of the most feature-packed CRMs. The Starter plan is pretty basic – you get stuff like workflow conversion, web forms, and custom reports.
But Zoho unleashes its real power with the Enterprise plan. It comes with a high level of customization. There are custom modules and buttons, views and filters, and layouts.
You can integrate your call management applications with Zoho, so you can call them from inside the CRM with a click.
It offers multichannel marketing and monitors your social media profiles. That way you can keep track of what people are saying about your business on websites like Facebook or Twitter.
If you are a fan of virtual assistants, you should check Zia, Zoho’s AI. It optimizes your customer service capabilities. For instance, it helps you communicate with your customers by analyzing things like the tone they used in their emails. That way you can have a better idea about what response you should send.
Not sure when to contact your clients? Zia can tell you that too. It analyzes data from the database about previous contacts and shows you the perfect times a client is most likely to answer a call or read your email.
Zoho doesn’t disappoint in terms of contact management as well. With the CRM’s shared database all teams can access customer information in real-time and work together for coherent customer service during the entire sale cycle.
In addition, you can take advantage of the omnichannel engagement features of the sales CRM and reach leads through all sorts of communication channels – phone, email, live chat, social media or surveys.
You’ll save yourself any trouble with the customers by not having delays in answering. You’ll avoid giving general answers to specific questions when the appointed account manager is not around.
Marketing teams, sales, and support will stay on track with tools that are universally shared. Calendars, milestone tracking, task lists, forums, and reporting are all made visible so every team member. They can take advantage of Zoho’s features and contribute to maintaining good relationships with customers. Plus, engagement with potential leads is made easier and can drive higher sales results.
The platform saves you and your employees time by integrating timesheet management. You get everything in one place. You bring together all work processes and lift the weight of entering data in different databases. Zoho’s tracking feature automates and simplifies the monitoring process in an instant.
- Analytics– visualize performance and helps break down data insights;
- Sales enablement– provides price quotes and access sales scripts;
- Customization– enables custom fields, buttons, and layouts;
- Security– allows setting roles, provides data security and compliance
Automations and Integrations
Zoho CRM enables the automation of different aspects of the business process. Anything repetitive in marketing and all support functions that take up valuable work time can be automated. That way, you can concentrate on building better relationships with your customers.
With Zoho, you can automate anything from lead management to workflows. You can optimize your workflows by reducing manual entries and eliminate redundancies that will speed up your entire sales process.
On top, Zoho supports a variety of integrations that can help you streamline every aspect of your business. Office suits, messaging, telephony and events, and meeting are effortlessly coordinated through Zoho integrations with Office 365, Twilio, WhatsApp, EventTribe and many more.
With Zoho, the more you pay, the more customer support features you can use. There are two free support plans with online chat and toll-free phone calls, but they are available only during business hours.
In contrast, should you decide to pay for their support, you’ll get 24/5 or 24/7 availability, depending on which support plan you choose.
With the paid plans, you get some other benefits like remote assistance from the support team and faster response times (up to 1 hour for the Enterprise support plan vs up to 24 hours for the Basic support plan).
Zoho’s customer support rating is not so good either. The company has a D- score from BBB.
Zoho CRM is a lightweight cloud-based customer management software that best suits SMBs. It’s reasonably priced and is packed with multiple comprehensive features that help you manage everything from everyday communication with prospects to closing deals and managing customer relations. The platform is built to aid you in developing a multichannel marketing strategy and run campaigns and does the job very well. We recommend it to anyone who wants a marketing management boost.
3. Less Annoying CRM
Very easy to use
Easy access from a mobile device
Simple pricing plan
As the name suggests, this CRM is here to give you one thing and one thing only: a simple-to-use system. This one has no confusing menus, pricing plans, or features – which is a breath of fresh air. Everything on it is focused on customer satisfaction.
This is how Tyler and Bracken King, Less Annoying’s co-founders, describe their product. They say they focus on giving the customers what they need.
Most users get put off by long-term contracts, so with Less Annoying, you can cancel at any time. Buzzwords are annoying as well, and you’ll hardly find any in this CRM product. It’s simple, affordable and has great support.
This top CRM software costs $10/user/month. No more. No premium plans with extra features, no contact limitations, no extra costs for additional services. You pay $10 for every user and you can use the entire platform. You can also cancel at any time. The platform also offers personalized help for any larger enterprises that have specific needs.
Not surprisingly, Less Annoying CRM provides free trial for its customers. But rather than giving you the standard 14-days free trials, this customer management software offers a whole month.
Ease of use
Less Annoying CRM visualizes all of the notes, files, tasks, events, and pipeline information related to a contact in one screen. The interface is user-friendly and simply organized in sections that are easy to access. The dashboard displays everything related to your contacts so finding all the information you need is done fast and painless.
Loyal to its advertised simplicity pledge, Less Annoying has a clean and easy-to-use interface. It will probably appeal to people who have no experience with CRM or are fed up with complicated platforms.
With what might be one of the leading CRMs for small business, you get leads and pipeline management. This allows you to easily see all the information about your contacts. You shouldn’t be afraid of hard-to-understand menus and options, because there aren’t many of those.
To make things even easier, you can customize the way Less Annoying looks and feels. You can also customize your pipelines by adding dropdown lists, text areas, checkbox lists, etc.
If you need to open Less Annoying on a mobile device, you can do so without an app. This CRM is entirely web-based and works like a charm on any screen.
It lets you sync your Google Contacts and vice versa. You can also integrate the platform with MailChimp to execute email marketing campaigns.
Less Annoying CRM is built to streamline your entire sales process. Contact management is simplified through the platform’s easy-to-navigate dashboard and is additionally boosted by the integrated Google calendar so everyone in your team can stay up to date with everything that is going on. You can also access the calendar from mobile devices and stay informed everywhere you are.
The reporting features of the platform enable you to follow the status of your leads and prioritize tasks when necessary. You get your contacts’ entire information and act on it at the right time.
Combining email integrations with calendar appointments lets you better manage your marketing efforts and optimize performance.
Through the activity report page and the pipeline reports, you can track how your employees are performing.
- Lead Scoring– categorizing your leads;
- Task Management– planning, testing, tracking, prioritizing and reporting work;
- Document Storage– help you keep all important documents in one place;
- Customer Support Portal– aids the customer relationship by answering customers inquiries;
Automations and Integrations
Less Annoying CRM offers a wide range of customizations that allows users to automate and cut time on the majority of their work. In line with its main objective- to keep everything effortless as possible, Less Annoying lets you set everything in minutes. You can cut the use of different software and use the multiple integration Less Annoying offers. Filling in customers’ information through CreateForm and linking pipeline with advertising platforms through LeadsBrige is a no brainer. You can even use the BilLiving integration to issue invoices by importing customer information from Less Annoying CRM.
It’s easy to contact support by email and phone, albeit it’s only possible in business hours. The company’s support team promises to do their best and answer queries after 5 PM, but you shouldn’t rely on that.
What does the BBB say about the software’s customer support? It’s rated A+, the highest among all CRM products on this list.
Not bad, Less Annoying, not bad at all.
Less Annoying CRM is created to serve the needs of every business that is just starting and has no time or resources to dive into overcomplicated and time-consuming management systems.
The platform’s sleek and easy to navigate interface helps you organize your entire business much faster than you would expect. The platform is packed with enough features to see you successfully operate your customer base. On top, the pricing structure is as simple as the software itself- just one basic pricing plan. We recommend to anyone who’s just starting and has never used a CRM before to go ahead and try Less Annoying CRM, we think you’ll like it.
4. HubSpot CRM
HubSpot is a well-known SaaS platform. Its marketing automation tool is among the best, but its CRM services are also admirable. It uses a freemium model, so you can get a lot of value for no expense.
Their pricing model is more complex than other CRMs and may confuse you. The core Hubspot CRM product is free and best covers small businesses ' CRM needs.
Still, if you want to add extra functions, it will cost you. Depending on whether you want to get the full set of sales or marketing tools, prices may vary from $50/month to almost $3,200/month for some of the plans.
- The Standard sales hub subscription includes email tracking and notifications, live chat and deal pipeline as the most important features. It costs $50/user/month.
- The next available plan – Professional adds to those features sales automation capabilities. It offers tools to personalize your outreach and organize data in categories. This plan starts at $500/user/month.
- The Enterprise edition of the sales hub starts at $3,200/user/month and includes among other features playbooks, goals, call transcriptions and predictive lead scoring analytics. It also has tools to cover workflows, tracking, and user roles.
You can create your bundle of services, and supercharge it with add-ons. That could raise the price even higher.
You can test the premium features with a 14-day free trial.
Ease of use
Hubspot CRM comes with a super customizable dashboard. You can add and drop elements and completely personalize how the platform looks and what it gathers as information for you.
You can set different rights for your users and edit visibility. Further, you can modify the reports’ features and filters to maximize the data gathering that is helpful for your business. If you needed, Hubspot can clone dashboards and save time in duplicating the same tasks. With similar ease, you can delete dashboards you no longer need.
Like some other CRM companies, Hubspot’s paid plans add marketing power to a free CRM tool. For no extra cost, you can take advantage of database marketing features like social media ads, analytics tools, email marketing materials.
This CRM shows you information about the deals you’ve done, contacts you have, and reports about your business’s activity.
Hubspot’s contact management tools help easily store and manage contacts’ information. Anything from names, emails, contact history and many more are kept in one place and in a click distance. You’ll have clear indications where your contacts come from and how they interact with you. Most importantly it will give you an idea of what’s the best approach to connect with leads.
The customer helps you deliver helpful and contextual content to your leads. The platform guides you through the whole lead generation process- from the nourishing leads to closing deals.
Once you’ve narrowed down and how to approach them it’s time to give Hubspot’s marketing features a run. The CRM successfully integrates tools that are invaluable when creating content that answers prospects’ needs. You’re able to drive traffic with real-time SEO suggestions, build appropriate landing pages, and personalize each of your customers’ purchase experiences without any complications.
And if you want to analyze your employees’ productivity you can simply turn to Hubspot’s analytics tools. Those will help you track teams’ performance on criteria like deals, meetings, calls, tasks, and emails.
- Product & Price List Management: coordinate your products/ services prices;
- Campaign Management: develop successful multi-channel marketing campaign activities
- Case Management: follow on issues reported by customers and offer support;
- Support Analytics: optimize customer support;
Automations and Integrations
Hubspot is ideal for any company that wants to automate its processes as much as possible. This CRM system has extensive automation capabilities that stretch from triggers for new CRM entries through automatically segmented contacts to marketing campaigns for both new leads and existing customers.
Additionally, with Hubspot, you get built-in integrations with other software that simplifies the automation process. You can merge information from Gmail, Intercom, and Salesmsg as a few examples.
You can always submit a ticket, but Hubspot also offers a phone line. You can tweet your question, or ask the Hubspot community for help.
For more detailed technical support, you can sign up for one of their training programs. They aren’t free though.
As for the ticketing system, Hubspot tries to answer all queries within one business day.
Hubspot’s customer management software is meant to scale and grow your business efficiently. So when you go about choosing your CRM you want it to be able to do the maximum possible in a short amount of time, and mostly automatically.
Hubspot CRM comes close to those requirements. It’s versatile and packed with features. It doesn’t take long to learn and once you do learn your way around it, the sky is the limit. Hubspot is best for mid-sized companies and we recommend you give it a try to see the benefits it can bring to your business yourself.
5. Pipedrive CRM
Great for beginners
Relatively low price
Simple to use
Pipedrive is a good choice for small eCommerce businesses and CRM first-timers. While it may lag behind some other CRM products in terms of features, it makes up for it by offering a simple to use interface.
Pipedrive has 4 plans.
- The cheapest o is the Essential one. It costs $12.50 user/month. The top features it offers include custom pipelines and stages, calendar and activities view and custom fields. To those, you can add the AI assistant. With the basic plan, you get also the opportunity to set performance goals.
- The Advanced package comes at $25.95 user/month and adds sales task automation and one-click tools. And tools to help you with email campaigns.
- The Enterprise plan is the company’s most expensive offering. It has everything that other plans include, plus some perks like a dedicated account manager or enhanced security to protect your data and revenue. The price tag for this one is $99/user/month.
All Pipedrive plans come with a 14-day free trial version. Don’t hesitate to test it if you’re not sure whether you want to spend your money on Pipedrive.
Ease of use
Pipedrive’s user interface is straightforward and simple. The dashboard is designed to be minimalistic and efficient and all its tools reflect that. The CRM is fully mobile optimized and your pipelines can be customized in great detail. The app is friendly and can easily become your favorite.
You can expect a great deal of value from Pipedrive. Of course, it all depends on which plan you purchased. And you should also keep in mind that this client management software hasn’t got as many features as some competitive products.
The Essential subscription will give you most of the tools you need to manage your leads, build relationships with your clients, and integrate and automate your sales.
However, it does not include useful features like workflow automation, group emailing, and customizable dashboards.
The more expensive plans have those, as well as many other tools. For example, the Enterprise plan packs extras like unlimited advanced user permissions or account management.
Pipedrive is convenient for many reasons. One feature that’s pivotal for the customer management software is direct sales. The platform provides a solution capable of efficiently managing your company’s contacts and sales pipeline.
The clear intuitiveness of the system helps you identify leads and deals with priority. The sales features allow you to develop an individual approach for each of your leads and customers without wasting much time.
You have full flexibility when it comes to negotiating a deal or maintaining lead relationships. You can quickly customize your approach and promote your brand based on the situation. Pipedrive gives you the freedom to switch on or off whole modules without disturbing workflows.
In addition, the performance analytics of Pipedrive get you insights on the sales effectiveness of your employees That will help you create ways to motivate teams if necessary and think of ways to help achieve set goals.
- Goal Setting & Reporting: setting and tracking sales progress;
- Email integration: optimizing marketing campaigns;
- Full Customization: building CRM that has the right features;
- Simple data import & export: effortless data management;
Automations and Integrations
Pipedrive open API allows the automation of the sales process to great details. The CRM blends perfectly with a ton of third party software that ensures you get everything in one place.
Some of its integrations include Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM and others. You can also easily integrate Pipedrive with Google Calendar, Google Contacts, and other Google apps.
Live chat support is available 24/7, and you can even get help in some other languages like Portuguese, Spanish, French, and German.
If you’re not a registered user you can still contact support by dropping them an email.
One of the top CRM apps around, Pipedrive has a B- customer support rating from BBB. According to the bureau, there have been just 3 customer complaints for the past 3 years.
Pipedrive is another customer management software that was built to serve first-time CRM users. It cuts all the complications and provides clean and simple features. It has an interface that’s straight to the point. The software is very responsive and easy to navigate. You don’t have to invest a lot of time in training for the software and that’s one of the reasons we think it’s worth trying out.
6. Engagebay CRM
Excellent lead magnet
EngageBay is an all-inclusive CRM platform that is feature-rich and offers an appointment scheduler, landing page templates, email marketing, reliable customer service team, and so much more.
Since 2016, this unified package has been helping startups, growing businesses, and SMBs acquire and engage clients permanently.
This CRM software has a free lifetime account. It accommodates 15 users and offers 1000 contact and 1000 branded emails. If your business needs a larger threshold in terms of marketing and lead generation, here are the software’s alternative plans:
- Basic – $8.99/user/month (10,000 branded emails and 15000 contacts)
- Growth – $29.99/user/month (25,000 branded emails and 50,000 contacts)
- Pro – $47.99/user/month (50,000 branded emails and unlimited no. of contacts)
This top CRM software has a 7-day trial-free period, but note that it’s only referral-based. You might need to talk to support if you wish to refer someone for the trial.
Ease of use
EngageBay is one of the top-rated CRM software for retail because it’s so easy to use. This software neatly displays everything you need on the left-hand side of the dashboard for easy reach. Here you can see details like users, custom fields, integrations, task manager amongst many others.
This client management system is the real deal when it comes to combining the necessary sales, marketing, and customer management features to help your business grow. Here are EngageBay’s features:
Do you need more customers to complete that desired action, such as sharing your content, purchasing goods/services subscribing to your newsletter? Try using landing pages to boost conversions.
EngageBay is one of the best free web CRM software because it offers you a couple of templates to create landing pages. Although the template options are limited, you can use the solution’s website builder to create personalized landing pages.
Contact management can be a nightmare if you don’t have the right tools. Thankfully, EngageBay uses one screen to merge customer information.
Having a centralized database of contacts makes it easy for all departments to have unified data. Therefore, it saves time and resources when it comes to data collection. Also, this improves customer experience, because different facets of your organization have all the information that they need.
Sales and marketing automation
When it comes to marketing, it’s easy to see why EngageBay is one of the best CRM software for any small business in 2022. This software works seamlessly across different departments (marketing, sale, and support), fusing them into one cohesive unit.
Overall growth and ROI.
Lead generation and scoring
Do you want to increase your conversions?
EngageBay has an automatic lead scoring system for lead qualification. That way, your sales staff will only reach out to clients with the highest potential.
Customizable web forms
This software allows you to create attractive and responsive web forms that display well on any device. You can customize your documents to relay a suitable message that represents your brand.
Drip email campaigns
Do you spend too much time that you could channel to other areas of your business, sending emails? EngageBay’s drip email campaign is yet another reason why it’s one of the leading CRM software in the market.
All you have to do is to set up your email sequence once and leave the rest to the software. The system will automatically send the emails periodically on your behalf, without you ever lifting a finger.
Social media engagement
With this software, you no longer have to post at specific timings manually. Once you craft your posts, the system will automate their posting using your preferred schedule.
Site messaging is yet another feature that makes EngageBay one of the top CRM software for startups. It keeps website visitors engaged by sending them messages, be it greetings, announcements, or campaigns.
Video marketing templates
This software offers visually appealing templates to help you create personalized videos. Therefore, your team can use the time freed for other tasks.
- Drag-and-drop visual builder – offers a simple way to build workflows.
- Prospect tracker – the system lets you know whether your clients have read your email or clicked on a link.
- Routine task automation– helps improve your efficiency by automating manual and redundant tasks.
- SMS marketing – this is one of the recommended CRM solutions for e-commerce because it allows you to send personalized text messages to your clients. The software uses trigger points like abandoned carts, pending invoices, or campaigns.
- Project management – you can create minor tasks using this solution that your team can edit, delete, or mark as complete.
- Reports – this software generates CRM, marketing, and sales reports.
Integrations and Automation
Using Zapier, you can connect third-party apps and software to EngageBay. Examples here include but not limited to:
- Google Sheets
EngageBay has a 24/7 live chat support feature available for all plans. The customer service team takes a few minutes to get back to you once you initiate a conversation.
Other ways to the service team are:
- Phone support
When it comes to CRM companies EngageBay is one that can give you a good ROI. As the name suggests, EngageBay engages your site’s visitors intending to turn them into repeat customers in a seamless and uncomplicated way.
This software offers robust features like lead generation and management, landing page templates, web forms, web messaging, drip email campaigns, video templates, and more.
We found a few issues with the solution. For instance, the templates were only 21. However, we discovered that we could create personalized templates by either importing HTML, pasting code, or importing URLs. Another shortcoming that we found is that we couldn’t add a video on our landing page.
Those aside, EngageBay is overall a very good CRM tool.
7. Insightly CRM
Easy to use
Great data visualization
Simple and reasonably priced, Insightly is worth considering as your CRM of choice. It is one of the top-voted business-to-business CRM services. Here’s why:
Insightly has three paid plans:
- The Plus tier costs $29/user/month and is just enough to get you started. It’s not rich in features. It integrates with Slack, Outlook, and Gmail.
- The Professional plan is priced at $49/user/month. It includes lead and opportunity management.
- The Enterprise plan is worth $99/user/month. Besides all the features included in the Plus and Professional subscription, you’ll get contact and organization management tools, workflow automation and over 250 integrations to business apps.
You can test any of the paid plans for free with the company’s 14-day free trials. Apart from that, you can always check the free version. It is limited to just 2 users. It supports the basic functions like lead scoring but excludes most of the goodies you get with the premium plans.
Ease of use
Insightly interface is user-friendly and intuitive. You’ll find that as a new user navigating through the system is smooth and easy. You won’t even notice how fast it is to set dashboards that help you streamline your real-time notifications, campaign activities, social mentions, and every other task. With the dashboards, you’ll be able to quickly analyze your data through the charts and graphs. The insights can then be shared among your teams.
Insightly is all about simplicity, so don’t expect a load of features from this client management system. Which is not to say it doesn’t have any. The Plus plan will provide you with lead management, contact and organization management. Detailed information about all your deals, and iOS and Android apps to use the CRM from any device you want.
Upgrading to the Enterprise plan, however, will add a lot of extra value. For what’s it worth, you get unlimited records and storage, as well as the option to convert up to 50 mobile business cards into contacts (with the Plus plan, the limit is just 15). Delegating so many tasks to Insightly should boost your sales team productivity.
You can also create and share with your coworkers as many charts and graphs as you want. This option is not even present in the Plus tier.
Insightly allows you to take advantage of the modern CRM practices and organize your contacts without investing too much of your time. Through its contact management features the software provides a clear view of your customers, partners, vendors, and suppliers. You effortlessly improve customer communication, collaboration within the organization, and increase productivity and efficiency.
As part of its lead generation features Insightly helps you organize your lead generation. It starts by categorizing profiles and moving them into different categories based on how far you’ve gone in your qualification process. It changes lead status and lead source fields it then moves to create sales opportunities and contacts that are all linked to give you the whole picture of your lead generation and sales history.
The complete integration between Insightly CRM and marketing modules gives you a robust sales generation and organization in one place. You can integrate your leads and customers within Inshightly marketing and synchronize your prospect data instantly. You can segment and target leads with specific campaigns and use the automatically cross-shared data to drive your sales better.
Insightly will help you evaluate your sales team’s performance as well. With Insightly reporting, you can set pipeline reports and schedules to monitor how targets are fulfilled and where you need to optimize your process.
- Case management: follows on customer issues and help request;
- Customer support portal: it conveniently automates some of the customers’ queries process;
- Forecasting: calculates probable sales revenue using historical sales data, analysis of market surveys and trends;
- Social Network Integration: monitors public social networks to evaluate when is best to engage with customers
Automations and Integrations
Insightly can help you automate your workflows without difficulty. Setting complex business processes and getting insightful reports on your progress once lets you relax while actions are automatically triggered by pre-set events. Tackling email campaigns and following on lead capture is done without you moving a finger. The system updates your contacts information and generates tasks based on your last interaction with potential customers.
Additionally, the CRM has an iOS, Kindle, and Android mobile platform to ass to your business flexibility. Insightly integrates well with popular applications, such as Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.
There’s free email support available, and that’s about it. If you want anything like direct contact with a support agent, customized training or quick response times – get ready to pay.
Like some other CRM apps, Insightly charges extra for customer support. The price of the cheapest support plan starts from $1500/year, while the starting price of the Admin support plan is a wowing $10000/year.
OK, so Insightly customer care is expensive, but what about quality? The BBB has assigned an A- rating to the company’s support, which is higher than most of its competitors. It is up to you to decide whether paying that extra money for customer support is worth it.
If you’re looking for a CRM platform that can help you with project management Insightly might be the right solution for you. You can use Insightly from the very start of your sale process through your contact management, email campaigns, lead management all the way to reporting.
With Insightly you get to organize all your contacts in one place and access all information at a click of a button- email history, dates, important company information, and events are at your disposal.
The platform is best suited for mid-sized companies and we think if you need a wholesome CRM solution you should give Isgithly a try.
8. Agile CRM
Nice set of marketing features
When you’re starting a business, you don’t necessarily have the money to buy expensive software. But maybe you don’t need to. Agile CRM tries to prove that by offering a cheap, but still useful product.
Agile CRM is a fairly low-cost CRM service. It offers 3 paid plans, the cheapest of which is the $8.99/user/month Starter tier. By the way, this is the starting price, and it’s only available if you get a 2-year subscription. With an annual subscription, the price is $10. The plan gives you access to custom data fields, lead scoring and appointment scheduling. You can additionally take advantage of the unlimited deals, task documents, and deal milestones. Email 2-way integration and tracking are also available with that subscription type. There are some more marketing and service tools you get with the plan and you can check them all out on Agile webpage.
The Regular plan, which is also the most popular among users, is worth at least $29.99/user/month. Again, this for a biannual subscription. Together with the add-ons for the Starter package with the Regular subscription you get custom deal tracks and 2-way telephony features.
Upgrade to an Enterprise plan and it will cost you $47.99/month/user. But it’s worth it: you get unlimited contacts(with the Starter pack, it’s just 10000). On top, you get all the features inside the Agile platform.
Agile CRM has a free version, but it only supports up to 10 users. Plus, it lacks some features like marketing automation or social media monitoring. Heck, even mobile marketing is not included.
However, you can still take advantage of customer support by email, and some basic reports about your sales and teams. This could be a good place to start.
Ease of use
Agile CRM dashboards are versatile and easy to use. The platform has a consumer-grade interface that is painless to set and navigate through. With the drag-and-drop menu, you’ll have no trouble moving tasks in different sections, edit, delete them or mark them as complete.
Agile CRM will give you most of the tools you need to manage your customer relationships. You get everything from lead scoring to meeting schedules to deal tracking.
You can integrate the platform with various telephony products like Twillo or SIP, which are excellent for small businesses that still heavily rely on phone calls.
Marketing automation is present in this CRM, as well as the ability to track all kinds of digital communication like social networks, emails, and mobile marketing. You can track each marketing campaign‘s success thanks to Agile CRM’s analytics tools.
Another reason to put Agile CRM on our top CRM software list is the platform’s gamification feature. It shows your sales teams’ achievements in a fun way, sort of like a video game top player list.
While it sounds like it’s no big deal, this can be good advertising, contributing to your revenue. Gamification increases competition between your salespeople, stimulating them to work harder. After all, everybody wants to be at the top of the best players list!
With Agile CRM you’ll have complete control over how your contacts are managed. You’ll find that dealing with organizations around contact information is a breeze with this software. The platform allows you to store and organize all information just the way you want so it can be accessed anytime, anywhere. Agile helps you be effective and close more deals without thinking about how to organize your business.
The platform has built-in lead scoring features that will give you a hand with gathering more comprehensive contact information. You’ll access data about conversation history and social profile updates. That will give you tips on how you need to approach your prospects so they see that value in your products.
Agile offers detail customization your leads’ journey. You follow every stage and milestones and monitor the progress until you close the deal. The CRM offers sales automation features that allow you to schedule and automate tasks that keep deals moving forward.
With Agile CRM you get access to monitoring features that will make sure you know how your sales and marketing teams are performing.
- Client Portal – a self-service knowledge base offering answers to all common customer questions;
- Time & Expense Tracking– help you fulfill tasks in time and within budget;
- Customizable Templates– sets software as per your business needs;
- Milestone Tracking– keeps track of important work;
Automations and Integrations
With Agile CRM you’ll get to automate the stream of work tasks in all departments. You’ll be able to set steps that trigger certain actions together with a time frame a task needs to be fulfilled.
In addition, Agile CRM includes integrations with Google and other productivity tools to make it easy to sync email communications and calendar functions.
Agile CRM has a live chat assistant on its website, but that’s just for starters. You can contact customer support through email (available 24/5) or phone. Phone calls are answered only on business days from 09:00 AM to 05:00 PM EST. You can also schedule a call.
Apart from that, you can register for any of their regular webinars.
Agile is the perfect CRM for small and medium-sized businesses. It delivers comprehensive tools to help manage sales, marketing, and service automation.
The platform is able to streamline any tasks you challenge it with. You get to customize to a great detail any projects, marketing campaigns, contacts profiles and much more.
In addition, you can automate many of the processes that would otherwise a lot of your time- time you can invest in other business growth activities.
We like the versatility of the software and we strongly recommend you give it a try.
9. Apptivo CRM
Includes cloud storage
30-days free trial
Apptivo CRM helps you manage nearly any business task. With Apptivo’s applications, you can set in order anything from sales and marketing to billing and support, as well as, everything in between.
Apptivo offers similar features in all its 3 premium plans, and the price difference is not so much justified by the quality but by the quantity.
The Premium tier costs $8/user/month and includes 1000 mass emails per user, 3 GB of storage, and standard customer support.
Additionally, you get features to help with campaign management and marketing automation. There are 2-way email synchronization and full data management and analytics packages.
The company also offers an Ultimate plan that costs $20 and sits somewhere in the middle of Apptivo’s product mix. With this subscription, you get all features from the Premium package plus onsite and remote training. You can expect features to aid your email sequencing and territory management.
By contrast, the Enterprise plan is custom-priced, has 5000 mass emails per user, and comes with a dedicated account manager. The price for the Enterprise includes the full range of Apptivo’s features. You’re able to take advantage of all functionalities in the sales automation, marketing, business and data management, security and analytics packages.
This CRM gives you plenty of options to test the product before you buy it. All premium plans come with a 30-day free trial version. You are free to register and test it, and it doesn’t require credit card details.
What’s more, you can check their free version. It’s fairly limited compared to the premium plans, but it’s enough to give you a taste of Apptivo.
Ease of use
Apptivo is built as a suite of integrated applications and its interface varies from app to app. And while that might present some challenges, the applications are intuitive and well- designed. Even users with no CRM experience won’t experience any difficulties as working with the software is smooth and easy.
Apptivo has lots of modules you can add that make it highly customizable. From the moment you register an account, the system offers you suitable modules in accordance with the industry you’re in. Among other customers’ satisfaction benefits, the software helps also with market segmentation.
With Apptivo, you can attract new leads, track sales, oversee contracts, get detailed information about your clients. There’s even a territory management app to list and manage your clients based on their location. Using different data mining techniques you can get even more insight on how customers interact with your business. Is that one of the greatest CRM packs or what?
If you need online invoicing, this CRM can generate invoice templates and some additional bonuses like automatic payment recording and invoice summaries.
If you cannot send exact numbers to your clients, you can give them estimated values instead. The CRM can do the estimates for you. All you have to do is send them out to your customers.
You can send email campaigns, manage the supply chain, generate work orders, and access the software from many different devices (there are Android and iOS apps). A client management system at its greatest!
Apptivo integrated apps create a highly personalized organization management system. The contact management tools provide a professional approach to contact coordination. The CRM’s business contacts are stored securely in the cloud and access to them is available across multiple platforms including Android phones and iPhones. The contact features include communication activities, follow-ups, meetings, and Calendar invitations. Those are always available no matter your location and device you work from.
To help you manage marketing campaigns the contact enrichment tool adds social media profiles under your contacts. The social media integration Apptivo offers seamless synchronization of all your contacts and settings in real-time.
Whenever you need to know how your pipelines are moving you can check the performance chart. The chart summarizes the information from the sales planning app and helps you organize leads by the probability of closing a sale with them. The same way you can keep an eye on how your sales and marketing teams are performing and where you need to implement improvements.
- Territory & Quota Management– help coordinate sales quotas and territories; Desktop Integration- sync with email, calendar, and contact tools with Apptivo;
- Email Marketing– aids in managing email marketing campaigns;
- Call Center Features– helps customer support employees to access important information to support the customers;
Automations and Integrations
Apptivo comes ready to save you the headache of repetitive, mundane tasks. The platform integrates sales forces automation that incorporates the whole sales process. You get to automate tasks from qualifying leads to closing deals and save time you can invest elsewhere.
Apptivo has provided a few channels to contact customer support. You can make a call as long as it’s between 9 AM and 6 PM PST. The company has offices in India, so you can contact them during local business hours.
Sending an email is also an option. Finally, you can take advantage of Apptivo’s starter guide, user manual, or Answers page.
Apptivo is capable of managing heaps of customer profiles and lift the burden from your shoulders. You get to link your customers’ profiles with all available information- contacts, opportunities, addresses and all. From there you can better manage your marketing campaigns and complete projects without worrying you’re missing something.
Apptivo is great for start-ups and small businesses and we surely recommend you give it a go.
Very easy to use
Nimble is a CRM product aiming at small and medium-sized businesses. This CRM can be integrated with Office 365, making it a great choice for small firms that heavily rely on Microsoft’s office product.
So why is this one of the top CRMs for small businesses?
Nimble has a simple pricing strategy as Less Annoying CRM. There is only one paid plan. For $19/user/month, you get the full set of features of the platform.
The platform provides tools to help coordinate tasks concerning relationship management, data enrichment, marketing and outreach, prospecting and more. It also has mobile apps for Android and iPhone and the plan supports up to 25,000 contacts.
If you reach the plan’s limit, you can pay extra. The storage limit, for example, is just 2 GB per user. But paying $10 on top of your subscription will give you a bonus of 10 GB of cloud storage. It’s as simple as that.
Go ahead and try the 14-day free trial version. It offers the full functionality of the platform, giving you some time to make up your mind if this is what you need for your business.
Ease of use
Nimble’s interface is user-friendly and simple. The dashboard helps you track deals directly without a complicated scrolling through menus. You have instant access to the engagement history and current situation of accounts, together with information on the people involved. You can easily update deal status, assign tasks, add notes or create new deals.
Being a CRM for beginners, Nimble keeps it simple from the beginning. The first thing you see when you register your account is to sync your contacts from Office 365, Outlook, G Suite, or other eCommerce CRM programs.
That makes sense. Not many beginners will figure out the first thing they need to do is import their contacts. So why not Nimble do that for them?
You can move your entire email communication to Nimble and have a detailed look at what’s happening. Everything from email history to contact details is there.
You can see your tasks, manage your deals, and check the deals’ progress.
The Reports section is a tool to monitor what matters the most to you: sales and number of deals. While the reports are not super detailed, they do provide some juicy info about your business. You can also forecast revenue for a period you desire.
Nimble is an extremely capable CRM platform with an abundant set of advanced tools for lead generation. It maximizes results through contact segmentation, social media interactions, and gathering insights from contacts’ message history.
The contact management features help you bring together your contact data. It automatically consolidates contacts, social media connections, communications, and calendar appointments.
The customers’ profiles you built through the system later help you shape your marketing campaigns to fit what your customers are looking for. You’re able to add value to your prospects by paying attention to who they are and increase your chances of turning them into customers.
Furthermore, with Nimble you get features that keep you updated on the progress of your team’s tasks. With the activity tracking dashboard, you access reports on events, calls and more. You’ll now at any time if your team members are doing ok and if you’re fulfilling the set goals.
- Contact data – stores leads and customers profile information;
- Case management– follows on issues offer help on customers requests;
- Knowledgebase– information repository to answer common question;
- Forecasting– estimates sales revenue based on set criteria;
Automations and Integrations
Automation is what every CRM is trying to achieve for its users and Nimble is no different. The platform provides tools that help you automate your social media interaction and email campaigns. It helps you build better lead capture forms and set messages that are more likely to attract your audience.
The platform also integrates with a variety of third-party software that ensures an all-around sales approach. Some integrations are with Office 365, MailChimp, Zapier, Salesforce and Shopify.
While it’s top CRM for small business, contacting Nimble’s customer support might require some patience. The site has a chatbot, but it won’t do you any good outside business hours. (Although it did throw in some good article suggestions concerning my query.)
You can also send an email, or join one of Nimble’s regular webinars. If you want, you can schedule a 15-minute call with a support agent from the platform’s website.
Nimble is a customer management software that will help you get the maximum out of your interactions with leads. The platform specializes in client communication and its features do the best to automate those processes for you.
All your contacts, communication history events, calendars, and social media profiles data are brought together to create a customer database that helps you do more in less time.
Nimble brings everything you need to manage clients in one place and that’s why we think you’ll benefit from using the platform.
11. Freshsales CRM
You can monitor up to 75 workflows
Freshsales is an easy to use CRM that’s centered around communication with clients. If you’re not looking for any fancy stuff, you should check that product out. This is especially true if you’re running a small business, where contact management and lead scoring are key.
One of the reasons to put Freshsales on our CRM list is it has one of the most flexible prices I’ve seen. There are four paid plans, a free plan, and free trials. It’s more than enough to test it and decide if this is your thing.
- Blossom, the cheapest plan, sells for $12/user/month. It does not include some cool stuff like advanced CRM customization or multi-currency support. But there’s 2-way email synchronization included together with SMS integration
- Next in line is the Garden plan starting at $25/user/month. And with the Garden plan, you also get up to 250 bulk emails per user per day, 10 workflow automations and territory and lead assignments among other features.
- The Estate plan starts at $49/user/month and includes features for advanced customization, reports dashboard and smartphone and event tracking, added to the existing features from the other two plans.
- The most expensive plan is Forest. It costs $79/user/month and unleashes the full power of Freshsales. This includes monitoring up to 75 workflows and IP whitelisting and audit logs. On top, you get your dedicated account manager.
All premium plans come with the option to test them for 21 days without paying anything. You don’t need to leave your credit card details either, unlike with other CRM applications.
You can also take advantage of Freshsales’ free version. It doesn’t have the functionality of the premium plans, but it is still a great alternative if you are on a budget.
The free plan can handle lead scoring and even has some perks like built-in telephony.
Ease of use
Freshsales CRM has a user-friendly interface that is built with simplicity in mind. It’s appealing and navigation is painless. The dashboard adds to the appeal of this software as the menus are easy to spot and are with a sleek and simple design. Email, phone, and contact search tools are always at the top of the screen. The platform as a whole is with a modern look that’s pleasing to the eye.
The software’s interface is straight-to-the-point when it comes to lead scoring and contact management. Thanks to user behavior technology, you can easily see a list of all your leads with additional info like times you last contacted them, as well as their score which identifies their willingness to buy something from you.
Contact management is similarly easy to figure out. Freshsales handles only the most important information for a given contact, which is the number of open deals with that contact.
Typically, CRM tools show detailed info about a firm’s deals. Freshsales does it through the Deals tab. Over there you can see revenue numbers and revenue forecasts.
Freshsales’s reports section is a good way to dig deeper into your business. It offers info on activities like phone calls, email campaigns, meetings, new customers, and pipeline sizes. This way you can better understand your customers’ experience and how they interact with your business.
If you look for a solution to the never-ending data entry nightmare look no further. Freshsales CRM has anything you need to put your contacts in order and save time while doing it. Once you’ve created a contact the platform will automatically populate it with data websites, social media posts and anything else publicly available and related to the account. The contacts’ information is periodically updated and evaluated to make sure your accounts are worth your sales efforts.
The AI technology Freshsales uses ensures your leads are scored appropriately. The platform leverages all conversations and relevant details to forecast your probability to close deals with each of your prospects.
The sales management features make sure you will never forget an appointed meeting or task. Freshsales offers full visibility on all stages of the sales process. You can easily sort and filter information and create or modify tasks. The platform’s drag-and-drop navigation can be used to customize follow-ups, analyze sales rates, identify trends, spot bottlenecks and evaluate performance.
Having analytics and reporting features handy you’ll be able to know how your teams are performing as well. You’ll see if tasks are being fulfilled and how effective your sales strategies are. You’ll get on-time alerts on how to improve your sales process and save time, investments and a lot of headaches.
With Freshsales you can build custom reports for each of your contacts, opportunities or deals. You can generate the reports at any time and take the most value out of them when making your sales decisions.
- AI-based lead scoring– artificial intelligence helps evaluate leads;
- Visual deal pipeline– gets a clear picture where you are in your sales process;
- Intelligent workflow automation– helps minimize efforts by setting workflows
- Customizable visual reports– sets and monitors progress tasks;
Automations and Integrations
Freshsales CRM turns the burdensome task of learning how to operate with new software into a pleasant game. Its interface is intuitive and enjoyable to navigate through. The platform offers a variety of integrations that will execute any work task you need. Freshdesk, MailChimp, Google Calendar, and Zapier are only a few of the integrated software you can take advantage of with Freshsales as your CRM.
The company’s knowledge base is great: it has video tutorials and a library of how-to guides.
If you still need customer support, you can call or fill in an online form. If you choose the latter, you can leave your phone number or Skype ID and expect a call.
If the financial features of the CRM system are of the greatest value for you we suggest you give Frehsales a try. The customer management software offers in-depth features to help you deal with such tasks.
The platform targets small and mid-sized companies and has a powerful set of features combined with intuitive and easy to use interface. It provides tools to help manage with leas scoring, pipeline, workflows and best of all its reports are highly customizable. It truly delivers quality service that you should try yourself.
What Is CRM Software?
The acronym stands for customer relationship management. A CRM program helps you create and develop relationships with the most important people in your professional life: your clients. Making the process more personalized it helps increase customer retention rate, too.
CRM software analyzes ridiculous amounts of data regarding a business’s clients, deals, contracts, and sales.
You can think of it as a business card holder with a very extended set of functions. Not only you can look up a client’s info, but you can also see how many deals you’ve signed with them, how they respond to marketing campaigns, and how effective your sales team is in offering them your products.
You may think CRM only makes sense for big corporations. That is not true.
A lot of entrepreneurs underestimate the importance of a platform that manages a company’s interactions. The better you know your clients and the sales process inside your organization, the higher the chance to pump up your average revenue per user.
Yes, CRM is very beneficial for big companies as it generates a lot of valuable data. Still, small businesses can take advantage of it too.
Why You Need a CRM Platform?
There was a time, long ago, when doing business was personal.
John, the owner of a store, would only have a handful of shoppers. So he had to know his clients very well.
Otherwise, John would starve.
Here’s how he would pitch them: “Hey, Mary, you remember that blue hat you were asking about 3 months ago, but wasn’t in stock then? Well, I ordered it for you, and I’ll even sell it to you at a discount”.
See how personal it is?
Then came ecommerce and mass marketing. It provides sales growth, but the communication between the business and its clients was not efficient.
Customer engagement is key. Clients like it better when it’s personal. They buy more when it’s personal.
But could it be done?
Choose any of the CRM solutions on this list. These apps identify your most valuable clients and manage your communication with them in a rather personal way, through the different communication channels.
Salesforce automation tracks your deals so you don’t get lost in a sea of sales numbers.
Are you selling more? Are deals happening more easily? If not, is it because your sales team doesn’t answer the clients’ queries? You can see the answers to those questions on the dashboard.
What Does CRM Software Do?
A CRM app may have lots of functions, but does that make it useful for your company?
Independently of your business structure, here are some of the most important features you should be looking for in a CRM.
Lead scoring is the process of finding potential clients (leads) that will bring the most value to your business.
If someone keeps opening your website and checking out the product catalog, it makes sense to win them as a client, doesn’t it? Lead scoring uses data analysis to define those potential clients and give you access to them.
A great CRM tool has contact management features. It sorts your clients into groups and helps you communicate with them much more efficiently.
Without management, all your contact data is useless. Managing thousands of contacts is unthinkable for a single person (or even a group of people, for that matter).
CRMs do it successfully and at almost no cost to you.
Reports and analytics
Data about your business is crucial. The more you have, the better.
Using data warehouse technology, CRM software collects huge amounts of data. It’s not just about the quantity, though. It’s about how you interpret the data.
CRM programs analyze tons of data and spit it out in a way that gives you insight into your business. Some of the operational CRM offers also a dashboard giving an overall view for functions like a single customer view. They visualize data for every employee to understand with ease.
It is a much-valued feature in the corporate world, and you need it to run a successful business.
Sales and marketing automation
The sales process involves a lot of repetitive tasks that can be automated.
CRM solutions can automate many tasks in your marketing and sales departments. This saves time and makes your marketing efforts much more efficient.
What To Consider When Choosing a CRM?
Now, all said so far should give an idea of what a good CRM platform needs to do for you. But you have to consider a few more important factors.
- First, take into account the business industry you are in and what your company needs to accomplish with its customer management system.
- Then, take into account the size of your business and how big your sales team is.
- After that think about the scalability of the CRM platform. Hopefully, your business will grow with time so you need to make sure your business tools grow with you.
- It’s helpful if the software integrates with other tools to help you manage every aspect of your sales.
Other Solutions Worth Your Attention
Below you’ll find several additional solutions, that didn’t make the cut in our top CRM list, but in some particular cases still can be the right choice.
Nutshell is a customer relationship management software best suited for small business and outbound sales teams. The platform is affordable and easy to use. Set up takes a really short time and the interface is simple.
Nutshell doesn’t match the wide sets of features offered by our top CRM picks and that’s why it’s not on the list. It is, however, a great choice for the business group it targets- sole proprietors and small businesses. It matches the needs of companies with less complicated sales cycles and is good for start-ups.
- Customizable dashboards and reports;
- No data storage limits;
- Limited social media options;
- Won’t scale as the business grow;
Onpipeline is a cloud-based CRM that helps with sales, contacts organization, and workflows. The platform has a narrow specialization and that’s the reason it’s not included in our list. Onpipeline targets companies engaged with online lead generation.
The CRMs features are built to best serve those types of companies and it is well-equipped to carry the tasks a lead generator would need. It’s simple and effective yet light and intuitive. The platform integrates with Gmail and Outlook calendars so any time-sensitive tasks can easily be synchronized and monitored.
- Easy to set up and use;
- Mobile optimized;
- Limited set of features;
- Not scalable;
Bitrix24 is a basic customer relationship management with lead management capabilities. It best serves small and midsize businesses. It also suits remote teams who want to keep in touch and work in coordination.
Bitrix24 provides the tools for management, collaboration, and communication that any small business needs but its features are not powerful enough to carry the heavy sales process of a larger enterprise.
Bitrix24 offers a consolidated platform for your files, projects, messages, tasks, and contacts. To start with the set up you simply need to register and invite your colleagues to join. The activity features of the software will allow you to keep track of tasks in your team and drive the progress of your work.
- Provides separate leads listings when needed;
- Consistent notifications of opportunities, tasks, and activities;
- Complicated user interface;
- Limited social media tools;
Zendesk Sell also known by its former name- Base CRM, is a customer management system that will help you improve your sales process and close more deals. The platform supports a set of automated activity capture features and uses data more efficiently to get actionable insights on your leads.
Zendesk is intuitive, sales CRM that targets business-to-business and B2C sales teams. The software provides features to help you deal with lead contact management, sales tracking, and task management in a simple and effective manner. With Zendesk you can easily divide and filter leads and improve lead nurturing and customer support.
- Easily integrates with other software;
- Tasks setting is simple and takes no time;
- Issues with access rights;
- Loading the system can take some time;
Salesflare is a powerful sales CRM ideal for small B2B businesses and startups. Its creators market it as the solution that lets you work less and achieve more. And we agree, the platform’s automation features are pretty impressive.
The CRM is able to automatically fill in your address book and keep track of all interactions with leads and customers. It integrates data from email, social media, company databases, phone, and calendar. By utilizing this data, Salesflare can build profiles with automated customer timelines that follow on every interaction with your prospects. It isn’t as scalable as we would like though and that why it’s not on our top list.
- Intuitive interface;
- User-friendly navigation;
- Lacking email functionalities;
- Not very scalable;
Odoo is a highly customizable open-source CRM that is best for small and medium businesses. It supports a CRM platform that deals with project management, inventory control, and omnichannel sales. These features make this open source CRM software suitable for numerous business operations.
The platform is built in a way to not only smoothly integrate with your business processes but also to replace the multiple applications you’re using to manage your sales process.
The tool is focused mainly on smaller businesses and the set up is not that easy for the non-techies. And that’s the reason we haven’t included it in our main software selection.
- Open-source and adjustable;
- Good sales tracking features;
- Customization requires some tech skills;
- Integration issues;
SAP CRM is a comprehensive client management software that includes marketing automation, customer support, help desk, and channel management capabilities. SAP CRM supports both on-premise installation and cloud hosting.
Its core sales automation features are able to uncover insights that will give you the right information at the right time to make smarter decisions and improve your performance. SAP CRM offers tools for better customer engagement, forecasting, and pipeline management.
Its features suit marketing, sales and customer service teams in any size organization. It’s not in our top list because it’s price-features ratio is not that great.
- Easy to use;
- Free 30-day trial;
- No integrations with third-party software;
- Knowledgebase, not big enough;
PlanPlus Online is a productivity-focused CRM platform. It provides task management features that it combines with group calendar assignments and contact management. It has sales automation tools and its customization capabilities are quite competitive.
With PlanPlus Online you get implementation features that are built around the idea to create a culture of productivity. It very well adapts to different business needs and can be customized to great detail.
It’s best suited for companies dealing with planning and organization as it stresses mainly on building a tight and organized management system. Its focus is the reason we’ve excluded it from our top picks.
- Excellent customer support;
- Compact organization of features;
- Getting used to the software takes time;
- Not the most intuitive interface;
Streak is a customer management software that can track multiple business processes – from sales, partnerships, support, hiring, to deal flow, and much more. Streak includes a powerful set of email tools such as email tracking that ensures you engage your prospects at the most convenient for them time. Its interface is simple and allows quick access to any tasks at any time.
Streak is ideal for small to medium businesses and is It best suits smaller teams within commercial companies. If you’re looking for a lightweight CRM Streak is a good choice.
- Integrates seamlessly;
- Good organizational features;
- Interface can be improved;
- Configuration takes time;
There’s a variety of solutions out there. They may help your business, turning around your Return on Investment (ROI)… or turn out to be a redundant expense. That’s why you need to choose wisely.
If you have a small business and you’re just starting with CRM, perhaps a simpler and cheaper solution is better for you. If you’re running a large size corporation, a product that’s scalable and has extra features will pay off in the long run.
Our CRM software list gives you the tools you need to make the right decision. From there, it’s up to you to get the one you like the most and unleash the full potential of your business.
What is the best CRM software?
It depends. If you are a manager in a big company, you’ll need a platform that’s capable of performing many complicated tasks.
If you’re a small business owner and have no experience with this kind of software, you’d be better off with a simple and cheap solution.
Which is the best free CRM software?
HubSpot’s free version has an excellent mix of features that will easily suit small and medium-sized businesses. There are other free tools out there, but HubSpot is the one leading the niche.
What is the easiest CRM?
Less Annoying CRM has an intuitive interface, and the pricing model is simple. This makes it perfect for beginners and users who don’t want to spend much time on technical details.
Christo knows very well how tech has revolutionized the way we live, communicate, and create value. TechJury is his way to help users find detailed, unbiased information about all aspects of technology, the glorious opportunities it presents, the threats it poses, and the ways to stay safe in the modern world.
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