CRM software is the backbone of enterprise businesses, small businesses and nonprofit organizations. It’s essential for managing customer relationships and interactions in a streamlined way. CRM software can help improve sales, marketing, customer service and overall productivity.
A CRM system is quickly becoming a required tool in every business industry. More than 91% of firms with ten or more workers, according to Grandview Research’s data, use a CRM to manage interactions with consumers.
In this blog post, we will rank and review the best CRM software for business management in this year. We will overview the top features of each CRM tool and why you should use it.
Finding the right CRM software or customer relationship management tool, can be overwhelming. With so many options on the table, it’s easy to jump into a decision too quickly. You need to do some digging and see what else is out there before you commit.
I’m also going to give a quick overview of the top three candidates in terms of value, so that you can select the best one for you.
My top recommendation are Salesforce, Pipedrive and Monday.com.
1. Monday
The Best CRM Software for Team Workflows
Monday.com is the perfect work management platform for teams and organizations who want to improve their operational efficiency. With Monday.com, you can track projects and workflows, visualize data, and team collaboration, while automating capabilities and integrating with other work apps. Monday.com makes it easy to get your work done and stay organized, so you can focus on what’s important.
Its a great choice for those who want to customize their sales cycle according to their specific needs. It offers a variety of features that can be tweaked and adjusted to make the most of your efforts.
Email and activity features make it easy to keep track of all client interactions in one place, so you can quickly reference past conversations and keep your communications organized. This makes it easy to provide top-notch customer service and build strong relationships with your clients.
Top Features
- Easily connect with your customers: Keep track of all customer communication in one place, and get a complete view of customer interactions across channels (email, chat, call center).
- Manage Workloads: Assign and manage tasks easily, set due dates and priorities, track progress and deadlines.
- Track Team Performance: Get an overview of team performance at a glance – including sales quotas and goals achieved to date.
- Monday.com also offers seamless data integration to help you make better decisions based on hard evidence.
Pricing
Monday Sales CRM’s prices start at only $10 per month for 3 users. You can increase your plan based on the needs of your team, with no limit to how many members you add. If you have more than 40 users, you can request a quote from their sales team for an accurate price estimate.
2. Salesforce
The Best CRM Software Overall
Salesforce is a company that provides cloud-based software solutions to businesses of all sizes. They offer a wide range of products and services designed to help businesses find more prospects, close more deals, and provide amazing customer service.
Salesforce has a team of highly skilled and experienced professionals who are dedicated to helping businesses succeed. Their products are backed by a 100% satisfaction guarantee, so you can be sure you’re getting the best possible value for your money.
Salesforce is one of the CRM platforms that give you a complete view of your customers. This helps your marketing automation, sales, commerce, service and IT teams work as one from anywhere.
With their powerful and flexible platform, you can create custom applications that meet the unique needs of your business. And their AppExchange marketplace has over 3,000 pre-integrated apps to help you extend the power of Salesforce.
They also offer specialized solutions. Industries included are:
- Automotive
- Communications
- Consumer Goods
- Financial Services
- Government
- Healthcare & Life Sciences
- Higher Education
- Manufacturing
- Media
- Nonprofit
- Retail
- Transportation & Hospitality
Top Features
- Easily manage customer relationships on different channels
- Grow leads, increase sales and get more out of your data with comprehensive analytics
- Automate tasks to save time and boost productivity
Pricing
Because Salesforce provides a wide range of solutions, the costs may differ. Their business plans include:
Essentials plan : $25/user per month
Sales Professional plan : $75/user per month
Support Professional plan : $75/user per month
Pardot Growth plan : $1,250 per month for up to 10,000 contacts
3. Zoho CRM
The Best CRM Software for Small Business
If you’re looking for an affordable, reliable and full-featured customer relationship management software, Zoho CRM is the perfect solution for your business. With Zoho CRM, you’ll be able to efficiently manage your sales, marketing automation and customer support operations in one place.
Zoho CRM is the perfect customer relationship management software for businesses of all sizes. Whether you’re a small business or a large enterprise, Zoho CRM has the features and flexibility to help you grow your business.
The software is easy to use and comes with a wide range of features that will help you boost your sales and improve your customer service. With Zoho CRM, you can keep track of your customer interactions, manage your leads and opportunities, automate your marketing campaigns, and much more.
What’s more, Zoho CRM integrates with a wide range of third-party applications, so you can extend its functionality to meet your specific needs.
Top Features
- Get a 360 degree view of your customer with advanced CRM features like workflow management, analytics and territory management
- Reduce the time salespeople spend on mundane tasks, and have more time to concentrate on their customers
- Unify your operations across multiple geographic locations
- Increase sales and marketing automation for faster, more efficient multichannel engagement
Pricing
Zoho CRM Software are available for all four paid plans, which start at $14 per user per month. If you want more functionality and features, move up to a higher-tier plan, which costs from $23 to $52 each user.
4. HubSpot CRM
The Best CRM Software for Free Features
Looking for a CRM tools that can help your business scale? Look no further than HubSpot! Their all-in-one solution is just what you need to deliver an exceptional customer experience. With powerful tools that work great independently or even better together, HubSpot is perfect for businesses that are growing.
Plus, their top-rated free CRM software makes it easy to get started. Their software is entirely free to use, but for a monthly fee, you can gain access to their expanded suite of marketing automation tools.
Top Features
- Get a powerful reporting dashboard to track your company’s progress
- Access insightful data on your customers and prospects
- Track deals through every stage of the pipeline
- Monitor email opens, clicks, and attachment downloads
- Keep tabs on where your prospects are in the buying process
- Manage meetings and schedules with ease
- Offer live chat support to customers
Pricing
HubSpot CRM offers a free plan with a lot of features, and you can then choose to upgrade to one of their paid plans.
Starter Plan : $45/mo
Professional Plan : $800/mo
Enterprise Plan : $3,200/mo
5. Pipedrive
The Best CRM Software for Value
If you’re looking for a reliable, web-based Sales CRM software and pipeline management solution, Pipedrive is the perfect choice. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. With Pipedrive, you can easily track and manage your deals, plan your sales activities, and monitor your progress.
Pipedrive is also best CRM software for small business owners, agencies, and small companies that want to improve their lead generating process and sales procedure. It offers all of the features you need to manage your sales pipeline and close more deals, plus it is easy to use and affordable. Plus, there are a number of helpful tutorials and support options available if you need help getting started.
Top Features
- Pipeline visibility ensures your sales team focuses on the actions that drive deals to close
- Activity-based sales philosophy drives deals to close at all times
- Easy import and export of data gives you the flexibility to scale up or down on short notice
- Four pricing tiers with no hidden costs give you the ability to manage your CRM budget reliably
Pricing
Pipedrive offers four paid plans: Essential plan start at $14.90 per user per month to $99 per user per month.
6. Engagebay
EngageBay is a powerful marketing automation, sales, support and Customer Relationship Management solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers.
The cloud-based platform provides businesses with the tools they need to build relationships with customers and retain them for a lifetime. With EngageBay, businesses can create targeted marketing campaigns, manage their sales pipeline, deliver excellent customer service, and track their progress with detailed analytics and reporting.
Top Features
- Easily create and send high-converting email marketing campaigns
- Create landing pages that convert leads into customers
- Enjoy round the clock customer support with live chat and helpdesk
- Manage all customer interactions from a single platform
- Schedule appointments and manage contacts with ease
Pricing
The basic plans begin at $12.99 per user per month and rise to $59.99 per user each month based on features (when paid twice a year).
7. Insightly
If you’re looking for a SaaS-based CRM solution that can help your business grow, Insightly is the perfect choice. With more than 1.5 million users worldwide, Insightly is a trusted solution for managing customer data, building relationships, and accelerating sales. Plus, with its project management capabilities, you can be sure that every project will be delivered on time and within budget.
Top Features
- Get real-time lead routing so sales reps follow up on leads while they’re still hot
- Track the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks
- Automatically route leads to the right person, in real time
Pricing
On average, monthly fees for search management start at $29 per person and go up to $99 per user per month (paid annually). Insightly also has a free plan that allows you to manage up to two users.
8. Creatio
Creatio is the low-code Customer Relationship Management solution that offers powerful tools to control the customer journey from the very first point of interaction. With Creatio, you can easily create engaging and persuasive customer experiences that will drive sales and boost customer satisfaction.
The system’s dashboards give you valuable insights and statistics on key internal, customer-facing, and communication processes, so you can always stay on top of your game.
Top Features
- Automate your marketing automation and lead management workflows
- No coding required – maximum flexibility
- Freedom to automate any sales process you can imagine
- Omnichannel platform for customer service automation
- Maximum degree of freedom
Pricing
Prices vary based on the number of contacts and emails per contact.
9. Salesflare
Salesflare is an intelligent CRM and email outreach platform that helps small and medium-sized businesses sell more with less work. With Salesflare, you can automatically capture leads from your website and social media, track customer interactions, and follow up with personalized emails at just the right time. Plus, their artificial intelligence engine gives you real-time insights into your sales pipeline, so you can always focus on the deals that matter most.
So if you’re looking for a CRM that will help you close more deals with less effort, Salesflare is the answer.
Top Features
- Get more leads and sales with Salesflare’s powerful lead capture and email tracking features.
- Send personal emails at scale without losing the personal touch.
- Integrate with your favorite social networks to get insights on who’s talking about your company.
- Measure and optimize your sales process using Salesflare’s sales analytics.
Pricing
Salesflare offers three paid plans: Growth Plan : $29/mo , Pro Plan : $49/mo, Enterprise Plan : $99/mo
10. Freshworks CRM
Freshworks CRM is powerful CRM software is designed to help businesses cultivate strong customer relationships and improve sales and retention rates. By having quality conversations with prospects and customers, Freshworks CRM provides the tools you need to succeed.
With its intuitive interface and easy-to-use features, Freshworks CRM is the perfect solution for any business looking to take their customer relations to the next level. Give your business the competitive edge it deserves with Freshworks CRM.
The platform’s main feature is a native lead scoring module that helps salespeople prioritize the right leads. With Freshworks CRM, you can be sure that you are making the most of your sales and marketing efforts.
Top Features
- Track and manage your leads with ease
- Get better customer support with help desk software
- Send automated marketing emails to increase sales
- Know who referred you new customers and reward them accordingly
- Manage your projects more effectively with project management software
- Score your leads automatically and prioritize the most promising ones
Pricing
Freshworks CRM offers three paid plans, starting from $15 up to $69 per user per month (when billed annually).
11. Salesmate
Salesmate is the complete customer relationship management software that enables your entire team to have insightful conversations with always up-to-date 360 context about each customer, account, and deal.
It automatically connects dots across all customer touchpoints to give you a clear picture of your customers so you can better serve them. With Salesmate, you can close more deals, build stronger relationships, and grow your business.
Their cloud-based CRM platform is designed specifically for small and midsize businesses in a variety of industries.
From contact management and sales pipeline management to email marketing and internal chat and phone integration, Salesmate has the features you need to streamline your operations and grow your customer base. Plus, their easy-to-use interface makes getting started a breeze.
Top Features
- Get all your customer data in one place and easily accessible
- Keep track of your sales pipeline and know your conversion rates
- Customize your CRM to match your exact needs
- Stay on top of your email correspondence with smart,automatic responses
- Schedule tasks and reminders for yourself to never miss a beat
- Have all the features you need on the go with our mobile CRM app
Pricing
Salesmate offers four paid plans,
Starter: $12 per user/ mo
Growth: $24 per user/ mo
Boost: $40 per user/ mo
Enterprise: Custom pricing is available
12. Maximizer
Maximizer CRM software is the perfect solution for managing customer relationships. It is popularly used by brokers and investment advisors for tracking clients and leads. The software provides contact management solutions for entrepreneurs, small and medium businesses, and large corporations. Maximizer is easy to use and helps you stay organized and efficient. It is the ideal solution for keeping track of your customers and growing your business.
Top Features
- Informed Focus: Our patented technology provides your sales team with the most relevant leads, so they’re never wasting time on bad leads again.
- Ongoing Sales Team Improvement: With our platform, you’ll get data-driven insights that help you constantly improve your sales process.
- Fast, Reliable Deployment: We’ve got a 99% success rate on deployments – so you can be up and running in no time at all.
- Meaningfully Better Results: Our clients see an average improvement of 20% or more in their key business metrics
Pricing
Maximizer CRM software is available on three pricing plans for different budgets and needs: Small Office Edition : $35 per user per month, one user. Business Edition : $55 per user per month, unlimited users. Professional Edition : $100 per user per month, unlimited users.
13. Sugar CRM
SugarCRM is the world’s leading open source customer relationship management (CRM) software. With its flexible design, SugarCRM can be easily customized to fit the unique needs of any business.
SugarCRM has all the features you need to grow your sales, retain your customers, and create custom business applications. Over 7,000 customers and half a million users rely on SugarCRM to execute marketing programs and grow their businesses.
Their cloud-based application offers sales automation, marketing automation, account management and customer relationship management in one convenient package. Plus, their easy-to-use interface makes managing your business a breeze.
Top Features
- Save time and money with our powerful quote management system that streamlines the quoting process.
- Reduce reporting time and create custom reports and dashboards to get a clear view of your business performance.
- Get ahead of the competition with powerful CRM features for sales forecasting, lead management, and more.
- Configure Sugar CRM to match your unique workflows for maximum efficiency.
Pricing
Paid CRM system costs start from around $49 per user, per month up to $1,000 per month for 10K Contacts ( Billed Annually).
14. Agile
Agile was designed for software development project management, but it’s so much more than that. It enables teams to quickly model solutions, incorporate feedback, and adjust scope as needed throughout the project lifecycle.
This approach not only speeds up delivery times, but also supports changing requirements as new developments arise. In other words, it’s the perfect tool for today’s ever-changing business landscape. Whether you’re in software development or any other field, Agile can help you get your projects done faster and better than ever before.
With shorter development cycles and more frequent product releases, Agile helps you get the job done faster and easier than traditional waterfall methods. Let Agile help you take your business to the next level!
Top Features
- Science based software for sales and marketing
- Track, monitor, and improve all aspects of sales and marketing performance
- Robust suite of features to cover all types of businesses
- Unparalleled customer support
Pricing
Agile CRM offers three paid plans, starting from $14.99 per user per month up to $79.99 per user per month.
15. Apptivo
Apptivo CRM Software is the perfect solution for businesses of all sizes who are looking for an integrated suite of apps to manage their sales, customer service, marketing, and contacts. With over 50 apps tailored to meet the specific goals and requirements of any business, Apptivo is the most comprehensive solution on the market.
Whether you’re a small business just getting started, or a large enterprise with complex needs, Apptivo has you covered. Our cloud-based platform makes it easy to get started and scale as your business grows.
Top Features
- Keep track of projects, tasks, and collaborate with team members in one place.
- Track the entire sales and marketing process to close more leads.
- Engage with customers seamlessly anywhere.
Pricing
The Lite plan costs $10/month, the Premium plan costs $15/month, the Ultimate plan costs $25/month, and the Enterprise plan has custom pricing.
16. Pipeline CRM
Pipeline CRM Software (Formerly PipelineDeals) is a cloud-based CRM that helps sales teams stay organized and track leads and deals. With Pipeline CRM, users can manage their sales pipeline, track tasks, and get a clear view of their sales process. Pipeline CRM makes it easy to stay on top of your sales goals and close more deals.
Streamline your sales process with PipelineCRM. With easy setup and a intuitive interface, you’ll be able to start selling faster than ever. Plus, their seamless integrations will save you time by consolidating your tools into one platform. Close more deals and grow your business with Pipeline CRM.
Top Features
- Email Campaigns & Tracking: Keep your sales and marketing teams in sync by tracking email campaigns and their success rates. Pipeline CRM makes it easy to see who opened your email, clicked on which link, and even converted as a result of the campaign.
- Custom Fields: Personalize your Pipeline CRM account with any information you need, from deal size to customer type. This will help you track deals more effectively and get a better understanding of your customers’ needs.
- Easy Integrations: Pipeline CRM integrates easily with other software programs that you may be using, such as Google Apps or Salesforce. This means less time wasted trying to manually input data into different systems, and more time spent selling!
- Sales Forecasting: Get ahead of the competition by predicting future sales based on current trends and data analysis. With Pipeline CRM, you can have a clear view of what your business is capable of achieving in terms of revenue growth.
Pricing
Pipeline CRM offers three paid plans, starting from $25 per user per month up to $49 per user per month. There is a 14-Day Free Trial.
17. Bitrix24
Bitrix24 is all-in-one SaaS solution that free forever for unlimited users, easy to migrate your data from other systems, and integrated with all your favorite services and apps, bitrix24 is loved and trusted by over 10,000,000 users worldwide. With a 100% flat fee, you’ll always know what your costs will be – there’s no per-user pricing.
With this powerful tool, you’ll have everything you need in one place, making it simpler and more efficient to get work done.
There’s no need to juggle multiple programs or apps – with Bitrix24, everything is centralized and easy to access. Plus, inviting colleagues and collaborators is a breeze. Simply create an account and add them to your project.
Top Features
- Bitrix24 is a complete virtual office for your company – work, communicate and collaborate from home or in the office.
- Packed with client management, customer support, and marketing automation features, Bitrix24 CRM is a digital sales suite.
- Set tasks, receive work reports, and manage projects online with the ultimate “get things done” tool from Bitrix24.
- Any and every tool you may need for quick and efficient communication with your clients is included in Bitrix24 – from template-based website builder to beautiful websites, landing pages and online stores to dozens of integrations available in Bitrix24 Market.
Pricing
Bitrix24 CRM Software offers four paid plans, starting from $43 per user per month up to $350 per month ( Billed Annually).
What is a Customer Relationship Management Software used for?
Source: business2community.com
A CRM software is used to help companies build customer relationships, optimize processes, increase sales, and strengthen customer service.
Manage and keep track of customer data and interactions. It can help businesses keep tabs on who their customers are, what they have purchased, and when they interacted with the company. This information can be used to create targeted marketing campaigns, improve customer service, and more. CRM software can be customized to meet the specific needs of a business, making it an essential tool for any company that wants to build and retain strong customer relationships.
What are the main benefits of CRM Tools?
Here are some of the most important criteria to consider while selecting a web-based CRM software:
Manage lead nurturing
CRM system is essential for managing and nurturing leads. With CRM software, you can track each lead’s interactions with your company and identify which leads are most likely to convert into customers. You can also create customized marketing campaigns specifically for warm leads, which can increase the chances of converting them into customers.
Additionally, CRM software can help improve customer service by providing customer support agents with a complete view of each customer’s history with the company. This allows agents to provide better, more personalized support that is tailored to the customer’s needs.
Proof provides great customer service
CRM software can help businesses keep tabs on who their customers are, what they have purchased, and when they interacted with the company. This information can be used to create targeted marketing campaigns, improve customer service, and more. CRM software is customizable to meet the specific needs of a business, making it an essential tool for any company that wants to build and retain strong customer relationships.
Efficiency enhanced by automation
CRM tools can automate many processes that would otherwise require manual input, such as lead management and contact management. CRM software can also automatically generate reports on customer interactions, sales, and more. This allows businesses to save time and improve efficiency by automating the tasks that would normally take up time and resources. Additionally, CRM software can integrate with other business applications, such as email marketing tools, social media platforms, and more. This allows businesses to automate even more tasks and improve overall efficiency.
Helpful analytics
CRM tools can provide businesses with valuable analytics data that can help them improve their customer relationships. With CRM software, businesses can track customer interactions, identify which leads are most likely to convert into customers, and more. This information can be used to create targeted marketing campaigns, improve customer service, and more. CRM software can provide businesses with valuable analytics data that can help them improve their customer relationships.
Collaboration Improves
CRM software can help businesses improve collaboration across various departments by providing a complete view of each customer’s history with the company. CRM software allows different departments to work together more effectively to provide better, more personalized service that improves the overall relationship with customers.
Factor to consider when choosing CRM Software
When you are on the market for a CRM software, these are some key factors you should look for:
Lead management
Lead management is a key factor to consider when choosing CRM software. CRM software can help businesses track and manage leads more effectively, which can lead to more sales and better customer relationships.
Integrations
CRM software can integrate with other business applications, such as email marketing automation tools, social media platforms, and more. This allows businesses to automate even more tasks and improve overall efficiency.
Sales Force Automation
Sales Force Automation (SFA) is a process used by businesses to automate the sales process. SFA can help businesses track and manage leads more effectively, which can lead to more sales and better customer relationships. Additionally, SFA can automate many tasks that would otherwise require manual input, such as lead management and contact management. CRM software that includes SFA can help businesses improve collaboration across various departments by providing a complete view of each customer’s history with the company.
Customer data
When considering CRM system, it is important to look for features that manage customer data effectively. CRM software can provide analytics data that can help businesses improve their customer relationships. With CRM software, businesses can track customer interactions, identify which leads are most likely to convert into customers, and more.
How easy is it to learn?
CRM system can be complex, so it is important to choose a tool that is easy to learn. Factors to consider when choosing CRM software include how easy it is to learn the software and how it integrates with other business applications.
Cloud or On-premise
When deciding on CRM deployment, businesses should consider the factors listed above when choosing CRM tools. One of the most important factors to consider is whether to deploy the CRM software in the cloud or on-premise. The cloud offers many benefits, such as flexibility, scalability, and accessibility. However, on-premise deployments can offer more security and control for businesses. Moreover, you will need extra in-house IT staff and to buy the vital hardware and software. Upfront costs will also be higher.
Customer Service Solutions
CRM tools can be customized to suit the specific needs of businesses. When considering CRM software, it is important to look for features that manage customer data effectively. CRM software can provide analytics data that can help businesses improve their customer relationships. With CRM software, businesses can track customer interactions, identify which leads are most likely to convert into customers, and more.
Be aware of the costs
CRM system can be expensive, so it is important to consider the cost when making a decision. The price of CRM software can vary depending on the features and functionality that is included. It is important to find CRM software that meets the needs of your business while still being affordable.
Conclusion : Best CRM System Software
Salesforce is my top recommendation for CRM software that is extremely easy to learn and use with a great interface. It also offers extensive features for managing customer data, tracking customer interactions, and automating sales processes.
Additionally, Salesforce integrates with many other business applications, making it a very versatile CRM tool. However, Salesforce is a bit more expensive than some of the other CRM software options on this list.
Pipedrive is my second recommendation for CRM software. It is very affordable and includes many features for managing customer data, tracking customer interactions, and automating sales processes.
Best CRM Software for Team Workflows: Monday.com
Best CRM Software for Small Business: Zoho CRM
Best CRM Software for Free Features: HubSpot CRM
Customer Relationship Management Software FAQs
What are the 3 types of CRM?
The three types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating processes, such as sales force automation and customer service. Analytical CRM provides businesses with insights into customer behavior. Collaborative CRM helps businesses improve collaboration across departments by providing a complete view of each customer’s history with the company.
Is Excel a CRM tool?
No, Excel is not a CRM tool. CRM software provides businesses with features that manage customer data effectively. CRM software can provide analytics data that can help businesses improve their customer relationships. With CRM software, businesses can track customer interactions, identify which leads are most likely to convert into customers, and more.
Is CRM system difficult to learn?
CRM software can be complex, so it is important to choose a tool that is easy to learn. Factors to consider when choosing CRM software include how easy it is to learn the software and how it integrates with other business applications.
What is CRM for sales team?
CRM software for sales teams can help businesses track customer interactions, identify which leads are most likely to convert into customers, and more. CRM software can be customized to suit the specific needs of businesses. When considering CRM software, it is important to look for features that manage customer data effectively.
