Best CRM Software in 2021
CRM software (customer relationship management software) continues to be the foundation for acquiring new customers. It assists you in proactively identifying sales opportunities, forecasting potential deals, and visualising all stages of the sales process in order to increase your revenues.
What exactly is CRM software?
CRM software is a collection of applications that gives businesses the tools they need to manage sales leads, email campaigns, customer analytics, deal forecasts, and other tasks. It enables them to identify sales opportunities, visualise all stages of the sales process, and forecast future sales prospects in order to improve revenue growth and margins.
Below is a list of all CRM software, along with reviews and pricing
- One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.
NetSuite CRM is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. NetSuite Partner Relationship Management (PRM) enables real-time information flow that enhances ... learn more about NetSuite CRM
- CRM Software
DigitalCRM customer relationship management software automates sales workflow and helps businesses capture more leads. It has features such as lead management, reports and analytics, contact management, sales funnel management, and many more. DigitalCRM software lets you visualize the complete sales pipeline and its elements such as customers acquired, the customer lost, on-going negotiation, etc.... learn more about DigitalCRMVISIT WEBSITEFree Trial30 daysEntry Level Price$500 per One-time
- Think CRM, Think Sales365cloud
Sales365 Cloud CRM tool lets you meet your customer service excellence goals by providing all CRM related modules such as complaint management, budget management, CRM loyalty cards, customized campaign management, lead management, sales automation, task management, and more. Sales365Cloud CRM software helps businesses capture quality leads and sales opportunities. It also increases team efficiency... learn more about Sales365cloud"Awesome crm"Kiran Sutaria, Co-Founder at FightSong!
- A CRM built from the ground up for B2B & B2C eCommerce
All-in-one CRM for your Sales, Marketing & eCommerce Teams. Revamp CRM fits in perfectly with any of the integrated platforms. Enjoy the way it works with quick installation as well as the vast variety of out-of-the-box features and preferences in case you need some customization. It is a centralized space for all customer profiles and sales representatives' interaction data with customers. It aut... learn more about Revamp CRM
- The #1 Growth Platform for Digital Sales.
Salesforce CRM is a comprehensive cloud-based customer relationship management software solution with robust automation features. Salesforce offers a wide range of CRM solutions such as contact management, sales activity tracking, lead and opportunity management, forecasting, analytics, marketing automation, and partner integrations. Salesforce CRM software allows you to manage your customer relat... learn more about Salesforce CRM"Video Review"Tomas Kolafa, Co-Founder at Growth MediaVISIT WEBSITEFree TrialN/AEntry Level Price$25 per Month
- Everything you need to organize, track, and nurture your leads and customers.
Hubspot CRM software is a free CRM solution used by sales leaders, marketers, customer service teams, operation managers, business owners, and salespeople. It comes with features for deal tracking, pipeline management, prospect management, email tracking, live chat, form builders, chatbot builder, ad management, contact management, reporting dashboard, and many more. Hubspot CRM organizes your cus... learn more about HubSpot CRM"Happy with the results"Michael Lowe, Chief Executive Officer at CarPassionate
- Build everlasting customer relationships with the world’s favorite CRM.
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of sales. Administrators can monitor missed opportunities and best-performing agent users, and also make business-impacting decisions using the... learn more about Zoho CRM""Robert Turner Speller Jr, Principal Owner at Turner Accounting & Technology GroupVISIT WEBSITEFree Trial15 daysEntry Level Price$17.45 per Month
- A fresh approach to customer engagement.
Freshworks CRM software is an AI-based customer relationship management software used for lead-scoring, sending a targeted email, activity capture, and finding sales leads. With over 40k customers, Freshworks is an inexpensive professional CRM software that requires minimal customization. It is super easy to set up, and it tracks everything from customer interactions to sales activities. Freshwork... learn more about Freshworks CRM"Most affordable CRM with best features and functionalities"Gautham Ramakrishnan, Head of Marketing at ZomentumVISIT WEBSITEFree Trial21 daysEntry Level Price$29 per Month
- Designed to keep you selling.
Pipedrive CRM software is an advanced customer relationship management solution for all types of businesses. You can track your performance, prioritize deals, and forecast revenue using Pipedrive CRM. It has features to manage leads, track client communications, custom chatbots, automate repetitive tasks, AI-enabled automation, performance insights, metrics and reports, data security modules, and ... learn more about Pipedrive""Rodrigo Rojas Fernandez, Founder & CEO at TIMEHUNTER
- Sales CRM to enhance productivity, processes, and pipeline visibility for sales teams.
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.Sell's intuitive user interface removes the friction from deal updates so reps and management are always able to access, analyze and collaborate on up-to-date and relevant deal data. ... learn more about Zendesk SellVISIT WEBSITEFree Trial14 daysEntry Level Price$19.00 per Month
- The Better CRM Built for Sales, Used by Sales!
The Pipeliner CRM platform embeds and reinforces the sales processes and best practices that you establish. It provides your salespeople with a complete picture of their book of business to manage prospects and opportunities more effectively. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily c... learn more about Pipeliner CRM"Best CRM ever!!!"Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC
- Keep track of leads in a CRM, not in your head.
ActiveCampaign helps growing businesses meaningfully connect and engage with their customers. With our SaaS platform, we help businesses go beyond marketing automation to optimize their customers’ experiences. ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences. Have real-time conversations with your customers. Get ... learn more about ActiveCampaign""Scott A. Dennison, Online Marketing Specialist, Internet Marketing Consultant and Published Author at Five Talents Ventures, LLCVISIT WEBSITEFree Trial14 daysEntry Level Price$9 per Month
- The Simple, Smart CRM for Office 365 and G Suite Teams.
Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into a powerful relationship management platform that ... learn more about Nimble"Allows me to understand my prospects thoroughly"Mason Culligan, Founder and CEO at Mattress Battle Inc.
- A simple CRM built just for small businesses to manage contacts, track leads, and stay on top of all
Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. It is a simple customer relationship manager built from the ground up for small businesses. Manage your contacts, ... learn more about Less Annoying CRM"A good option for small to midsized businesses"Morgan Taylor, Finance Expert & CMO at LetMeBankVISIT WEBSITEFree Trial30 daysEntry Level Price$15 per Month
- High adoption, high performance. Get the all-in-one CRM built just for sales teams.
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team wh... learn more about Close""Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRevVISIT WEBSITEFree Trial14 daysEntry Level Price$29 per Month
- Agility without limits
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and sup... learn more about Dynamics 365"Good"RaulVISIT WEBSITEFree TrialN/AEntry Level Price$65 per Month
- Best CRM solution for the new world of work.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization.... learn more about Freeagent CRMVISIT WEBSITEFree TrialN/AEntry Level Price$35 per Month
- The real customer centric CRM, Track leads, close opportunities and get accurate forecasts.
Odoo CRM enables sales teams to keep track of their top opportunities and prioritize leads. Users can customize their sales cycle, analyze accurate forecasts, and create automated marketing campaigns to increase their sales performance. open-source CRM software! Sales teams can easily keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statisti... learn more about Odoo CRMVISIT WEBSITEFree Trial15 daysEntry Level Price$8 per Month
- Align Marketing, Sales, and Project teams around one view of your customers.
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly is a powerful, easy to use CRM software with native integrations ... learn more about Insightly"Well crafted and always improving"Jose Garcia, Group CEO at Maxprom.comVISIT WEBSITEFree Trial14 daysEntry Level Price$29 per Month
- Best Sales CRM Software for Growing Sales Teams.
Salesmate is a truly intelligent sales CRM helps sales reps be more productive, increases their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster. With Salesmate, it got easier for businesses manage their pipeline, save time at all stages of the sales cycle and win new customers without breaking their back on busywork. Spending more time on the field?... learn more about SalesmateVISIT WEBSITEFree Trial15 daysEntry Level Price$12 per Month
- Sales and Marketing Automation built to help you grow without chaos.
Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small businesses serve more than 200,000 users globally with its Infusionsoft and Keap products. Keap is headquartered in Chandler, Arizo... learn more about Keap"Clone yourself "Al Guertin, Managing Franchise Partner at Expedia CruiseShipCenters OttawaVISIT WEBSITEFree TrialN/AEntry Level Price$40 per Month
- A simple yet powerful CRM for small businesses selling B2B.
Salesflare reminds you of who you should contact, collects information on customers, and logs all your customer interactions for you. It does this by surfacing data from email, phone, calendar, social media, the web, and more. Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and ke... learn more about Salesflare"An excellent system if you have a plenty of customers and a strong sales team"Adam Hempenstall, Founder & CEO at Better ProposalsVISIT WEBSITEFree TrialN/AEntry Level Price$29 per Month
- Best CRM software and customer experience solutions
Win in the experience economy by differentiating and growing your business and delivering exceptional customer experiences. Build a connected customer journey based on empathy and trust with SAP C/4HANA, a suite of five industry-leading cloud solution portfolios, and SAP C/4HANA Foundation to help your business innovate, integrate, and be agile. Understand your audience by anticipating their needs... learn more about SAP CRMVISIT WEBSITEFree Trial7 daysEntry Level PriceContact Vendor
- All-in-One CRM Software, Sales Enablement + Marketing Automation + Customer Service.
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and ma... learn more about Agile CRM""Michael DeLon, President, Paperback Expert | Positioning Experts for Business Growth at Paperback ExpertVISIT WEBSITEFree TrialN/AEntry Level Price$8.99 per Month
- #1 Rated CRM platform for small and medium size businesses.
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) software solution on the market. We are the industry’s leading company focused exclusively on customer relationship management (CRM), lead management & marketing automation software. Helping our clients build a unique customer experi... learn more about Sugar CRM"Better than other open source CRMs"Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLCVISIT WEBSITEFree Trial7 daysEntry Level Price$52 per Month
- CRM Made by Salespeople, For Salespeople.
Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you’ll have everything you need to accelerate sales. We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free.... learn more about Pipeline CRM
- All-in-one growth software tool gets your entire team on the same page, CRM and email marketing.
Nutshell is dedicated to helping sales reps win more deals and solving the most critical challenge of CRMs: motivating sales teams to embrace the product. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling. Nutshell is a growth software platform that helps sales and marketing teams work together to win more deals. Simple enough f... learn more about Nutshell CRM"Good, cheap CRM"Alex Lapp, Social Media Manager at Insite Advice
- Save time on admin work with the best QuickBooks CRM.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized ... learn more about Method CRMVISIT WEBSITEFree Trial30 daysEntry Level Price$25 per Month
- Push the boundaries with our Gmail CRM for sales and marketing.
Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier because som... learn more about NetHunt CRM"Best CRM so far"Volodymyr Denysenko, Front-End-Entwicklerin at EPOMVISIT WEBSITEFree Trial14 daysEntry Level Price$24 per Month
- Messenger based sales crm software
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.... learn more about amoCRM"Good"InsightWhaleVISIT WEBSITEFree Trial14 daysEntry Level Price$15 per Month
- The CRM you will actually use, Gain more customers, optimize your business and earn more money
Gain more customers, optimize your business and earn more money - with Simply CRM. It's the CRM software that you will actually use: Easy-to-use, with visual overviews. All-in-one platform - including CRM, Helpdesk, Financial & Project Management. Also, we are offering free support 24/7 (your local language!).... learn more about Simply CRM"CRM that actually works"Matthew BrownVISIT WEBSITEFree Trial30 daysEntry Level Price$12 per Month
- Win clients for life
Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships. From the start, we have believed in delivering a different kind of CRM: one that’s user-centric, works in the tools you use, and ultimately makes building and growing lasting business relationships easier. Copper is the easy-to-use CRM for small bus... learn more about Copper"My Trademark Firm is Organised thanks to Copper"Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
- The most agile CRM platform to accelerate sales, marketing, service and operations
CRM Creatio is a comprehensive full-fledge application to accelerate marketing, sales, and service that can be deployed as standalone products, or as a bundle on a single CRM platform. Creatio is a unique synergy of unified CRM and intelligent BPM platform that connects the dots between marketing, sales and customer service. Midsize and large organizations can now efficiently manage the complete c... learn more about CRM CreatioVISIT WEBSITEFree Trial14 daysEntry Level PriceContact Vendor
- Lead Conversion Platform for Your Business. Discover a new way to run high-velocity sales.
LeadSquared is marketing automation software and sales execution platform that helps businesses increase their closures, manage their pipelines, and attribute their ROI accurately and completely - to people, marketing activities, lead sources, products, and locations. LeadSquared is a CRM and marketing automation platform that helps businesses increase their closures and manage their pipelines ea... learn more about LeadSquared"Simplicity of Leadsquared as a Marekting Automation Software"Haresh Pansuriya, Digital Marketing Lead at iQlance SolutionsVISIT WEBSITEFree Trial15 daysEntry Level Price$17.14 per Month
- All-in-one CRM and marketing automation software built for the way you work.
BenchmarkONE is sales and marketing software for small businesses and marketing agencies. We help agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. Cut through the clutter and complexity of bulky tools with a simple, affordable platform made for you.... learn more about BenchmarkONEVISIT WEBSITEFree TrialN/AEntry Level Price$79 per Month
- Mac CRM for small business, to handle more clients, close more deals.
Daylite is a Mac CRM for small businesses that need to stay in touch with leads & clients, keep track of communication and details, and track projects. Daylite is made for small businesses and teams to improve organization and productivity. It is a powerful CRM for teams of 1-100 employees that love Macs. Integrate with Apple Mail, share with Apple Contacts and iCal, use Siri and more! Get an over... learn more about Daylite"Daylite is our travel companion"Francisco Javier Lopez Virosta, Managing Director at Aqua Crystal Disinfection and Water DosingVISIT WEBSITEFree Trial30 daysEntry Level Price$29 per Month
- CRM in your inbox, Manage your sales pipeline inside Gmail
Streak is an all-in-one customer relationship management (CRM) software solution built to handle any business process where email communication is at its core. We understand that the better a business can manage the relationships it has with its customers, the more successful it will become. So our goal is simple: to give you the tools to manage relationships in the place where you live and work, ... learn more about Streak"One of the best productivity chrome extensions out there! "Matthew Fox, Technical Recruiter at EdmundsVISIT WEBSITEFree Trial14 daysEntry Level Price$15 per Month
- Run Your Business.
Meet your new, powerful, easy-to-use CRM with contact and deal management, sales pipelines, email campaigns, customer support, and more. Manage both sales and support from one single platform. Generate leads by creating an email campaign and view performance with detailed analytics on open rates and click-through rates (CTR). Close deals and provide after-sales support. ... learn more about Deskera CRMVISIT WEBSITEFree Trial15 daysEntry Level Price$29.00 per Month
- Rocket-fuelled CRM software for Agencies, IT companies, Real Estate, and more...
OnePageCRM has been a game changer for our sales team. The Next Action sales method and Action Stream ensure we stay on track with leads, actions, and follow-ups. Its simple and intuitive interface makes it the best CRM software for SMBs. OnePageCRM is the 1st action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, ... learn more about OnePageCRMVISIT WEBSITEFree Trial21 daysEntry Level Price$13.50 per Month
- Attract, engage, retain and delight More customers.
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Apptivo's online CRM system is a powerful tool to manage... learn more about ApptivoVISIT WEBSITEFree Trial30 daysEntry Level Price$8 per Month
- The smart simple online CRM, Build stronger customer relationships.
Capsule was launched in 2009 following the founder's; frustration with existing CRM services that were either overly simplistic or far too complex for most businesses. We believe the value of a modern CRM lies in the ability to help businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input. Ca... learn more about Capsule CRM"A basic, but excellent CRM tool"Graham Hyman, Operations Manager at NevHouseVISIT WEBSITEFree Trial30 daysEntry Level Price$18 per Month
- We Help Business Processes Flow Smoothly
All-in-one business operating platform that contains all essential tools for project, task, finance, and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. Flowlu's tools let you know what your employees are doing and what problems they are facing. You can track every part of your business, from time spent by your team and their worklo... learn more about Flowlu
- Own your data simple, Affordable CRM.
Infoflo's easy to use the CRM software is all about managing relationships with your customers and contacts. It is a fully integrated contact, relationship, email, calendar, document & task management solution. Our goal is to continue building powerful, intuitive and affordable solutions to meet the needs and requirements for all small and medium size businesses. InfoFlo has been sold across ... learn more about InfoFloVISIT WEBSITEFree Trial30 daysEntry Level Price$30 per Month
- CRM made easy so you can do what you do best.
Claritysoft provides simple CRM software that helps your business grow more efficiently. With Claritysoft CRM, you can bring together your customer information in one place and leverage that data to market, sell and support your customers more effectively. It makes everyday sales tasks easy. By creating an intuitive look and feel and avoiding complex screens and rarely used features, Claritysoft d... learn more about Claritysoft CRMVISIT WEBSITEFree TrialN/AEntry Level Price$39 per Month
- Close more deals, boost sales team productivity, and reduce time to make a sale.
Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process from helping you capture & identify top leads, nurture deals via automated email & SMS campaigns, collaborate with teammates, analyse & forecast revenue, streamline meetings, spot deals at risk, manage... learn more about Vtiger CRM"Great product for all valuable business. !!"Avinash Yaduka, Director at YADUKA GROUP
- Sales, contact management and relationship automation tool
InStream is a personable CRM platform which is considered as a perfect match for small and medium-sized businesses from different market sectors. The system provides you with an opportunity to build an unlimited number of lists tailored to specific needs so that it can be freely adjusted to the profile of your company. This makes InStream.io a suitable solution for all companies that rely on long-... learn more about InStream CRM
- Improve your Customer Experience with C2CRM
C2CRM is a comprehensive enterprise CRM solution designed to integrate sales & marketing automation with customer service into one seamless, collaborative operation for small to large market customers. Its robust BI module enables executives to make more effective strategic decisions with the advanced interactive reports and dashboards/analytics...whether they are in the office or via the mobile p... learn more about C2CRMVISIT WEBSITEFree Trial30 daysEntry Level Price$37 per Month
- Connect sales, marketing, customer service and finance.
Workbooks provides an affordable, feature-rich and cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. Workbooks helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue... learn more about WorkbooksVISIT WEBSITEFree Trial30 daysEntry Level Price$31.21 per Month
- Introduction to the Buyer’s Guide for CRM Software
- What is CRM (Customer Relationship Management)?
- Why is Customer Relationship Management Important?
- How to Use CRM to Deliver Exceptional Customer Experiences?
- What is a CRM system?
- Components of a CRM Software
- What Does A Customer Relationship Management Software Do?
- What are the Benefits of CRM Software Solutions?
- Industry Wise Use of CRM Solutions
- How CRM software caters to the Below Entities?
- Who Uses CRM Software?
- Types of Customer Relationship Management Software
- What are various CRM Deployment options?
- How to Choose the Perfect CRM System for Your Business?
- What are the Features of CRM Software?
- Factors to Consider While Evaluating a CRM software Vendor:
- Average Cost of a CRM System
- Tips to Successful CRM Implementation
- What are the Upcoming Trends in CRM?
- Why Referring to GoodFirms List of CRM Software Can Help?
Introduction to the Buyer’s Guide for CRM Software
CRM (Customer Relationship Management) software provides a 360-degree view of the information related to customers and prospects. It helps in cultivating relationships with the customers and improving the operational efficiency of a business organization.
CRM is consistently augmenting the software market. The driving force behind the growth in CRM solutions is businesses' requirement to manage their data perfectly, provide excellent customer service, and acquire real-time information that can help them make smart decisions and achieve sales goals.
Furthermore, in this competitive business scenario, delivering an exceptional customer experience has become mandatory if you want your organization to sustain and expand. Whether you are planning to invest in your first CRM system or changing your existing one, choosing a CRM is a challenging process. Fortunately, this buyers' guide provides you complete information about CRM, as below, that can help you in selecting the right CRM and achieving your business goals.
What is CRM (Customer Relationship Management)?
CRM is a combination of practices or a strategy followed by businesses to build better customer relationships, improve revenue, and provide a flawless customer experience. CRM enables you to prioritize your customers and helps your organization follow a customer-centric approach, resulting in increased customer loyalty, exponential growth in sales, and ROI.
Why is Customer Relationship Management Important?
To acquire and retain customers, it is important to build and nurture relationships with them. It is quite crucial to building healthy customer relationships to keep them happy. One unhappy customer can result in several unhappy customers, especially in this era of social media, where everything gets viral so quickly. According to Deloitte's research report, customer-centric companies are 60% more profitable than the companies not focusing on the customers.
How to Use CRM to Deliver Exceptional Customer Experiences?
Besides following the right philosophy for providing exceptional customer service, you need to use the right tools and technology too. A streamlined CRM system deployed in an organization helps the employees who are directly dealing with the customers. It helps sales, marketing, and customer support teams take action in terms of selling, communicating, improving the quality of the products/services, coordinating, and everything else, which can benefit both the customers and the business.
What is a CRM system?
CRM System or Customer Relationship Management system is a tool that helps in improvising contact management, client communication, orders management, operations, and productivity. CRM systems and practices help you promptly access all the information with a single click or a tap, whether it is about the last conversation with a client or understanding the likes and dislikes of a potential buyer.
Components of a CRM Software
Below are the major components of the CRM software:
- Organizing Campaigns
- Generating Leads
- Maintaining Customer Database
- Assigning Leads
- Converting Leads to Customers
- Upselling & Reselling
- Resolving Customer Queries/Complaints
- Managing Service Requests
- Maintaining & Growing Knowledge Base
- Delivering Products
- Generating Invoices
What Does A Customer Relationship Management Software Do?
Earlier, CRM software was used to store customer data and information, but now, it has changed over the years. Now, CRM software can accomplish many tasks like -
Contact Management: The entire information about the customers, like their contact details, purchase history, payments, preferences, demographics, etc., are stored in one place. It becomes easy to access the required information whenever required.
Lead Nurturing: Keeping track of leads and assigning them to the specific sales team/executive is very important to ensure efficient management and high conversions.
Tasks Management: CRM adds tasks and deals automatically with customer information. It helps in assigning and monitoring tasks in your sales pipeline. Moreover, data updated in real-time ensures that you are accessing the latest information.
Marketing: CRM software assists in the entire marketing and promotion activities like bulk emailing, customer segmentation, inbound marketing, campaign creation, etc., and enhances their effectiveness, helping to achieve sales goals.
Salesforce Automation: CRM software can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, sales team performance tracking, forecasting sales, and many more, which can provide clear visibility of market trends, patterns, and behavior.
Workflow Automation: CRM software can be used to automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, paperwork, and also eliminates the repetition of tasks, and improves accuracy at the same time.
Reporting: CRM software can generate different reports that can provide visibility of overall business from different angles. Whether it is about tracking sales performance or marketing expenses, customer relationship management software can provide quick & accurate reports.
What are the Benefits of CRM Software Solutions?
Real-time and reliable reporting
CRM provides sorted, structured, well-tabulated, and actionable data metrics and reports that help in real-time decision making related to deals, clients, and potential leads. The visual sales funnels created by CRM applications are trusted resources for sales teams.
Data visualization and organized information
CRM's dashboard gives exceptional visualization of crucial customer data, sales, and lead data on a centralized dashboard. CRM Dashboard can be configured for graphs, tables, charts, etc. Using CRM means keeping all the information about your customers organized to make it more accessible. Every interaction with your customers is identified, documented, and recorded.
Elevates Personalized Communication and Proactive Service
CRM solutions elevate personalized communications by a series of automated emails at various stages of the customer journey and sales process. Many times your customers may have to communicate with different people in your team. In that case, it can become a hassle for the customer if they need to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem as it ensures that everyone in the team has the same customer data.
Automates Repetitive Tasks To Increase Efficiency
There are some tasks like filling out the forms, completing legal formalities, etc., which are monotonous but are vital in a sales process. A CRM helps automate these repetitive tasks and helps your representatives focus on the tasks like closing deals and solving the queries of the customers with tools such as chatbots and automated messaging.
Increases Collaboration and Efficiency Within Multiple Teams
CRM helps in accessing the calendar, emails, phone call details, etc., keeping the multiple teams updated about the information relating to meetings & conferences. Marketing, sales, and customer service teams can easily share valuable data using CRM and accomplish their common goals.
Encourages Smart Decision Making
Miscalculated data accessed from excel sheets or guesswork can lead to wrong decisions and failures. The best CRM tool can provide accurate data in the form of customized reports providing information about your overall business's current status. Based on that, you can design strategies that really work and grab the opportunities that yield long-term profitability in your business.
In a Nutshell,
- CRM provides real-time and reliable reporting of customer data and potential leads
- CRM's dashboard gives exceptional data visualization of crucial sales, lead, and customer data
- CRM solutions elevate personalized communication at various stages of the customer journey and sales process.
- CRM automates repetitive tasks with tools such as chatbots and automated messaging to increase efficiency
- CRM tools increase collaboration and efficiency within multiple teams
- The best CRM tool provides accurate data and customized reports that enable smart decisions.
- CRM follows a predictive data-based approach to solve issues proactively
Industry Wise Use of CRM Solutions
CRM system assists real-estate developers in automating the document approval process, automatically assigning clients to employees for follow-ups, conducting customer analytics, segmentation, workflow automation, and lead scoring. Companies can use top free and open source real estate crm systems for streamlining their daily workflows. Property developers can build strong relationships with customers by implementing CRM.
CRM Software for Healthcare
CRM solutions for Healthcare make healthcare providers capable of unleashing personalized experience to patients. From onboarding employees to provide self-service options to patients, CRM for Healthcare delivers exceptional results and improves operational efficiencies.
CRM for Software Companies/ CRM for IT industries.
CRM in the IT industry can work wonders when it comes to aligning marketing and sales teams. IT companies can provide the best CX and customer success programs by deploying CRM for the IT sector.
CRM Software for Banking/Insurance/Finance
With digital economies coming into play, CRM for Banking, Insurance, and Finance sectors meet unique challenges in delivering consumer satisfaction. It enables Inter-department data tracking, efficient communication, and funnel-based lead conversion. It helps banks to create valuable customer journeys for their customers.
CRM Software for Retail
CRM for retail software helps retailers to target strategically important customers. It creates an omnichannel selling experience with its SMS, Watsapp, Live Chat integration. Most CRM for Retail have inbuilt AI that enables retailers to make faster decisions.
CRM Software for Manufacturing
Customer Relationship Management software for manufacturing gives a 360-degree view of sales pipelines, improved services, analytics tools, intelligent planning, and sales projections. CRM data mapped with AI can help manufacturers make real-time sales decisions.
CRM Software for Travel & Hospitality
CRM for hospitality and travel provide the tools for tracking customer interactions, send proactive responses, offer special discounts, and craft personalized customer journeys. CRM also helps in multi-channel advertising and managing customer loyalty.
CRM Software for Media
Media companies can boost revenues across media publications, converge the organization's data, and increase circulation with the help of CRM solutions. CRM assists in conducting budgeting, loyalty analysis, and customer retention.
How CRM software caters to the Below Entities?
CRM Software for Small businesses:
Small businesses' customer base, focus, and scale are entirely different from large enterprises. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small business is designed to provide mobility, flexibility, easy adoption capabilities, a single platform interface, and affordable prices.
CRM Software for Mid-sized businesses
CRM for midsize businesses helps them in customer onboarding, lead generation, and increasing profitability by keeping processes agile. CRM solutions for midsize businesses provide all functionalities required by midsize enterprises with complete security features.
CRM Software for Large businesses
CRM for large businesses unleash complete workflow automation, exceptional functionalities, and lead capturing essentials. Large enterprises have a huge customer base and they require stringent data security and privacy features. CRM designed for large enterprises provides robust data safety features and modules needed for various CRM related tasks.
Who Uses CRM Software?
CRM Software for Sales Teams
A CRM system helps streamline sales teams' work by automating major aspects of their daily workflow. The process involves analyzing sales opportunities, marketing campaigns, communicating with prospects, designing customized marketing strategies evaluating sales team performance, and forecasting sales.
CRM software for Lead Generation Team
CRM solutions for lead generation help you build a customized lead generation funnel for attracting prospects, nurturing their interest, capturing and converting leads.
CRM Software for Project Management Team
CRM applications for project management keep projects on track, automate processes, track budgets, and manage employees, resources, and customers under the project.
Types of Customer Relationship Management Software
Strategic CRM puts the requirements of the customers first. Its job is to collect, segregate, and apply information about the customer and market trends to come up with business strategies benefitting the customers.
Operation CRM is focused on recording the interactions with the customers and allowing sales & marketing professionals to access that information and communicate accordingly. It ensures that all the sales opportunities, contacts, and tasks are attended efficiently at the right time.
Analytical CRM is oriented towards analyzing the data required to make informed decisions for future business strategies. For example, an analytical CRM can provide answers to questions referring to the details about the customers positively responding to the previous marketing campaigns. This helps in analyzing the target audience and launching new marketing campaigns accordingly.
Collaborative CRM keeps your sales team, marketing team, partners, management, production team, and all the stakeholders on the same page. It allows smooth communication and transactions between the teams involved in a sales and marketing campaign, production, or a task.
What are various CRM Deployment options?
On-Premise CRM software:
Many companies prefer on-premise deployment of their CRM tool, as they get full control over it in terms of data and security.
Cloud-based CRM System
A cloud-based deployment, also known as Software-as-a-service (SaaS) or Cloud CRM, is hosted by the service provider and can be accessed from anywhere as long as there is internet available. Several companies opt for Cloud CRM because of its cheaper setup, low maintenance costs, and quick deployment.
Web-based CRM Software
Web-Based CRM software or online CRM systems can be accessed from anywhere using the internet. These are scalable SaaS-based CRM products.
Open Source CRM Software:
Most open source CRM software have their source code in the public domain. They can be customized easily to fit your needs. They can be downloaded and deployed for various OS platforms: Windows CRM software, iOS CRM software, and more.
How to Choose the Perfect CRM System for Your Business?
There are several CRM tools available in the market, but not all can suit your business. You have to analyze what CRM software can do for you and your sales teams. Below listed are some factors which you need to consider while selecting the right CRM for your business.
When it comes to analyzing CRM software requirements, you need to understand the problem you need to resolve using a CRM. You need to prioritize your goals to determine which CRM would suit your business type and size. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be of no use. If you are a small business owner, then you can go for CRM software for small businesses.
Implementing a new CRM system can be tedious if it does not match your organization's existing resources. You need to ensure that the new CRM tool you are investing in doesn't require you to provide time-consuming training to your employees or hire new ones to implement it. That would increase your cost and add to your problems instead of solving them.
Regardless of the system you choose, your employees are always resistant to change. This is a common issue faced by most of the organizations that the employees are not ready to get trained or acquainted with the new system. In this case, it is always better to take suggestions from employees before purchasing a CRM tool.
Compatibility to Integrate
Whether it is for social media marketing, email campaigns, or automating any other task, you are already using several tools in your organization. Before buying a CRM tool, you need to check how compatible it is with other tools and how well it can integrate with those systems to make your jobs seamless.
CRM Software Demo
It is always better to purchase a CRM system after using it for a certain time. Ask for a Demo of services for various CRM software packages offered by the vendor. Once you have seen a demo for different pricing plans, you can decide on which one from the available CRM software options will suit your needs. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business or not.
The Customer Relationship Management software you pick should allow you to generate customized reports as per your business operations and logic. The reports would help you in making informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.
What are the Features of CRM Software?
All the CRM solutions facilitate the users to feed the names, contact information, social media accounts of the customers, suppliers, prospects, etc. But, the important features you need to consider are - the fields should be logically organized. The interface should be appealing and user-friendly, and you should be able to access that information quickly.
It is an important feature when different team members are working with the same contacts. If you don't know what your colleague last spoke to one of your customers, you cannot move on with the conversation with him/her. Customer Relationship Management software should allow you to view the history of interactions done with the customers to communicate accurately and effectively.
The process of converting leads to users in a smooth manner is important for any type or size of business. Proper lead management can do that. The key to the best selection here is to ensure that the CRM follows the process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.
Every business is distinctive, and so is yours. You need to ensure that the CRM you are planning to invest in allows integrating the applications and software you frequently use, like email marketing software, marketing automation software, social media marketing software, etc. If it has the in-built capability to manage the tasks you are getting done by using different tools, that can be a better choice for you.
Collecting, storing, and sharing documents from a centralized hub directly benefits your team members and indirectly to your customers. Keeping the entire sales team on the same page helps in providing an excellent customer experience. A centralized hub for knowledge obviously is an asset to an organization, and if your CRM includes that, it definitely can be a major reason for your business growth.
If your business requires creating, printing, and managing quotes and proposals, this feature in your CRM can help you. You can easily create and email the quotes/proposals, check the history of contracts with your customers/suppliers, and manage these documents at a centralized location.
Sales Pipeline Management
Want to check the buyers' journey of a specific contact? A CRM allowing you to manage the sales pipeline can help you in that task. You can check each individual's status and progress at each stage of the sales pipeline and design a customized marketing strategy for your prospects for successful conversions.
There are several tasks in an organization that needs to be done repeatedly — for example, sending promotional emails, birthday greetings, etc., to your customers. The CRM allows you to automate the workflow and ensures that your sales team focuses on productive tasks instead of utilizing their time in monotonous tasks.
With the reporting feature, you can generate customized reports relevant to sales figures, individual salesperson or team, customers based on geographical location, buyers' journey, etc. You just need to ensure that the CRM you select allows you to generate customized reports as per your business requirements.
CRM allows you to follow a proactive approach based on the predictive data it provides. It helps you in solving the issues before they even arise. For example, from predictive data, if you find that you are not going to get more projects this year, you can follow a proactive approach by hiring more resources required to complete those projects and save your business from disruptions.
Factors to Consider While Evaluating a CRM software Vendor:
After identifying the major factors to consider while selecting a Customer Relationship Management software, the next thing that comes is to pick the right CRM vendor. Here is the list of major aspects that you need to look into while evaluating a CRM vendor.
By going through the website and client list of the CRM vendors, you would get an idea of whether they have served with CRM tools to companies similar to yours. An experienced vendor should be able to match your demands.
Configuration & Training
Customer Relationship Management software is of no use to you if it is not configured properly, and your staff has not been provided training on how to use it. So, when you are asking for other details of a Customer Relationship Management software from the vendor, ensure that you ask whether they would be providing configuration services and training to your employees or not.
Flexibility & Scalability
The CRM vendor you select should be able to provide you with scalable and flexible CRM solutions. Today, if you have opted for an on-premise CRM solution, it is not necessary that you will not need a cloud-based CRM in the future. Moreover, your business is going to grow, and so are your requirements. Your CRM vendor should be ready to match up to your software expectations in the future.
Customer support is required, especially when Customer Relationship Management software has been newly deployed in your organization. You need to ensure that the CRM vendor you have chosen has a local partner network and provides prompt customer support.
Don't purchase Customer Relationship Management software from any vendor at its face value. Try to purchase the top-rated CRM after checking the customer reviews, which will give you an idea about the quality of their CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or how is the quality of their CRM product? Because once you buy the Customer Relationship Management software from any vendor, you will not be able to change your decision until the purchase period expires.
Average Cost of a CRM System
Most of the CRM system cost is based on a monthly subscription and the number of users. A CRM tool's cost can be as minimum as $5 per month and can go up to $100 per month, depending on its features. For example, you can use services of the CRM software company, such as Asort CRM, by paying only $5 per month, whereas CRM software vendors such as LionO360 CRM will cost you around $100 per month depending on the features you require. If you are not comfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year, or BusinessMan Enterprise, by paying a one-time charge of $11995.
The CRM tools for large enterprises are usually by quote as their requirements are specific, and users can be unlimited. Usually, the more features and the number of users a CRM has, the higher it's pricing.
Some CRM solutions are available free for a specific period, thus providing you the facility of using it before you invest in it. The users and features can be limited in the free trial period, but it gives you an idea about whether that Customer Relationship Management software is compatible with your business or not.
Also, there are some free and open source CRM software available in the market, which you can customize and deploy without making huge investments. These free ones might not be having the dynamic and robust features you are looking for, but you can check them out as some of them, like Hubspot and Zoho CRM, can provide many benefits free of cost.
Tips to Successful CRM Implementation
For any organization implementing a CRM system is a challenging task. Many times, companies invest in Customer Relationship Management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below are some tips that can help you in the successful implementation of CRM in your organization.
- Encourage top management to involve and motivate their subordinates to use the CRM.
- Create enthusiasm within the teams to use the software
- Launching the new CRM system by organizing a party or posting motivational information
- Provide detailed usage guidelines of the new CRM system to the users
- Provide sufficient training about using the new CRM tool to your employees
- Be clear with the purpose of introducing a new CRM system in your organization with your employees
What are the Upcoming Trends in CRM?
Leaving history behind, CRM is evolving and will continue to evolve in the future. So, here are some upcoming trends of CRM which you need to consider -
- The use of AI in CRM would increase at an exponential level.
- IoT would be a major advancement in the CRM market.
- Mobility in CRM is here to stay.
- Social media would continue to play a major role in customer relationship management.
- CRMs would become much more user-friendly.
Why Referring to GoodFirms List of CRM Software Can Help?
The competitive landscape of the software world makes it necessary for the buyers to take a deep dive into the core functionalities, modules, and framework of the CRM software solutions before investment. However, unearthing everything on your own requires time, resources, and knowledge of all parameters that should be taken into account before finalizing the vendor. This is exactly where GoodFirms can help CRM software seekers.
Resourceful and inquisitive, the GoodFirms’ software research team analyzes every aspect of the best CRM solutions available in the software world with its unique research strategy. After following the intricate research process, GoodFirms provides the listing of more than 60k software and services with detailed information and 30k+ unbiased reviews. GoodFirms leaves no stone unturned to bring to you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and pricings. GoodFirms uses a spectrum of methodologies to perform an accurate analysis of various software vendors before finalizing the top software providers in the market.