Best CRM Software

Are you seeking the best CRM software to streamline customer relationships and grow your business? Look no further. At GoodFirms, we've curated a comprehensive list of the best CRM software solutions tailored to meet the needs of companies across industries and sizes.

Effectively managing customer interactions is essential in today's competitive market. Choosing the proper Customer Relationship Management (CRM) system can make all the difference. Whether you're a small startup or a large enterprise, our expert-reviewed list helps you find a CRM platform that aligns with your goals, budget, and operational requirements.

From sales automation and customer support tracking to marketing personalization and data analytics, CRM systems are designed to boost productivity, improve customer satisfaction, and drive revenue growth.

Explore our list to discover trusted CRM software providers and compare their features, pricing, verified user reviews, and ratings on GoodFirms.. Let us guide you toward making an informed decision that fits your unique business needs.

Rankings updated: Jul 15, 2025
512 Software

List of the Best CRM Software & Systems

  • CrossConcept Continuum PSA

    5.0 14 Reviews Verified

    Small to large enterprises can effectively manage customer relationships with CrossConcept Continuum PSA, the next-generation CRM software. The software is integrated with project management tools to swiftly handle everything from workflow management ... read more about CrossConcept Continuum PSA

    CrossConcept Continuum PSA Reviews

    Perfect for small but busy teams. reviewed by: Elisa George, Founder & CEO at Girls in Quantum
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Security

    Key Details
    Industries
    • Accounting
    • Marketing-advertising
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics

    Reviews
    What User‘s Say
    Finally, a system that works how we need it.
    Angel Smith, President at TechUK
    A tool that actually saves time.
    Harry Keller, Founder and CEO at Luscid
    Great value for a professional tool.
    Davis Mayor, Chief Executive Officer | Cofounder at Relentless
    Review Summary
    Continuum PSA has been great for keeping our projects and invoicing organized. It’s flexible enough to match how we work, and the support team is always there when we need help.
    Angel Smith
    Angel Smith, President at TechUK

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Revamp CRM

    5.0 3 Reviews Verified

    Revamp is a CRM solution for small businesses. The sales-driven CRM software offers all the standard features like sales forecasting, sales dashboard, multiple pipelines, workflow automation, etc. From engaging customers to closing ... read more about Revamp CRM

    Revamp CRM Reviews

    Revamp CRM is an all-in-one CRM solution for small business owners and online retailers. reviewed by: Anonyms User
    Entry Level Price
    $9 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Revamp CRM is an all-in-one powerful CRM software for small businesses and online retailers to grow their businesses.
    Anonyms User
    Revamp is the best CRM according to me in this specific price range. If you’re starting a business then this tool is the perfect option for you.
    Louise R. Bateman
    Review Summary
    This customer relationship management software is really very helpful for my firm. This platform provides an excellent integration with other tools and software. You can use this solution for tracking all records and customer data. And also, collaboration with the financial app and other software like QuickBook and Xero makes the workflow better, fast and easy.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $9 Per Month

    Integration
    Integrated With
    • Shopify
    • BigCommerce
    • WooCommerce
    • Cin7
    • Intuit Mailchimp
    Visit website

  • Nexved CRM

    Nexved CRM is a powerful sales software designed to streamline and enhance business operations. It offers a comprehensive set of tools that centralize lead tracking, client interactions, estimates, proposals, and invoices in ... read more about Nexved CRM

    Entry Level Price
    Contact vendor
    Free Trial
    15 Days
    Pricing Type
    Contact Vendor
    50% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Architecture-planning
    • Commercial-real-estate
    • Consumer-services
    • Financial-services
    • Health-wellness-fitness
    • Management-consulting
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Zapier
    • WhatsApp
    • Razorpay
    Visit website

  • Creatio CRM

    4.8 4 Reviews Verified

    Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Ready-to-use platform to automate marketing campaigns and lead management workflows with no-code ... read more about Creatio CRM

    Creatio CRM Reviews

    Creatio CRM has effectively streamlined our company processes and enhanced team coordination across multiple offices. reviewed by: Veronika
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions.
    Anonyms User
    The most cost-effective CRM system available, providing all necessary features in one intuitive platform.
    Aluma
    Very dynamic platform that keeps businesses in sync with constantly evolving technologies, enabling rapid customization and automation.
    Valērijs
    Review Summary
    This software solution is best for financial services. Our firm is now able to manage all financial and banking processes. With its low-code platform and BPM technology, our organisation can automate business-related processes. It easily syncs with other software and apps.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $25 Per Month
    Visit website

  • Salesforce CRM

    4.3 51 Reviews Verified

    Salesforce CRM is the world's #1 CRM platform, trusted by over 150,000 customers worldwide. Salesforce CRM is the future of CRM. With its cloud-based architecture, Salesforce CRM is always up-to-date and secure. ... read more about Salesforce CRM

    Salesforce CRM Reviews

    Salesforce is designed for companies with larger sales staff and more complex business models. reviewed by: Omer Usanmaz, CEO & Co-Founder at Qooper
    Entry Level Price
    $25 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    25% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Made the jump up and never looked back
    Michelle Wu, CMO at Priority Home Buyers
    Salesforce CRM's robust features allows us to manage entire business with just a few clicks.
    Vartika Kashyap, Chief Marketing Officer at ProofHub
    It is extremely powerful, very intuitive and easy to use
    Frederic P. Lebeuf, Owner/Founder at Bombing Science
    Review Summary

    We at Priority Home Buyers switched from Podio last year and the difference is 10fold uin terms of KPI tracking and sales automation. I wouldn't recommend it unless you are hyper focused on keeping your call metrics organized in one place, and are operating primarily outbound as a real estate investor. But for us it worked wonders.

    Michelle Wu
    Michelle Wu, CMO at Priority Home Buyers

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $25 Per Month
    Visit website

  • Keap

    4.0 13 Reviews Verified

    Keap is a cloud-based CRM system that helps small businesses to close deals faster. It offers a unique set of features like AI-powered insights, Email tracking & calls analytics that is designed ... read more about Keap

    Keap Reviews

    Keap helps us to obtain constructive sales leads for our business reviewed by: Jonathan Tian at Credityelp
    Entry Level Price
    $249 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Keap honest review
    Aman, Owner at Keap
    Email marketing Tool
    Jarrod Partridge, Founder at F1 Chronicle
    Clone yourself
    Al Guertin, Managing Franchise Partner at Expedia CruiseShipCenters Ottawa
    Review Summary
    Using Keap has been a generally positive experience. As an all-in-one CRM and marketing automation tool, it provides a lot of value for small businesses and entrepreneurs. The interface is clean and intuitive, making it easy to get started even for users with limited technical experience. The platform's ability to automate repetitive tasks, manage customer data, and streamline communications is something that really sets it apart from other CRMs. However, it does have a learning curve, especially when it comes to more advanced features like workflow automation and email marketing campaigns. The support documentation is quite helpful, but I found that I needed to spend some time experimenting with the different tools to fully understand their capabilities.
    Aman
    Aman, Owner at Keap

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $249 Per Month
    Visit website

  • Zoho CRM

    4.3 72 Reviews Verified

    Zoho CRM is a cloud-based, AI-powered customer relationship management (CRM) software that helps businesses of all sizes grow and scale by providing a 360-degree view of their customers. With Zoho CRM, businesses ... read more about Zoho CRM

    Zoho CRM Reviews

    Zoho CRM offers great integrations with other services that easily allow us to extend the platform’s functionality reviewed by: Davin Joseph, CEO at My Enamel Pins
    Entry Level Price
    $14 Per Month
    Free Trial
    15 Days
    Pricing Type
    Per User
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Best CRM Software
    Arvind Upadhyay, Digital Marketing Manager
    Zoho CRM is very easy to use and is perfect for small businesses as well
    Radhika Gupta, Founder at One Digital Land
    Zoho CRM is pretty easy to use and has excellent customer service logistics
    Helena Salazar, Sales Executive at Remote Teams Solutions
    Review Summary
    Well, I have already used Freshsales but the workflow feature of Zoho CRM is the best in the world. There is not any comparison of Zoho CRM. Really!
    Arvind Upadhyay
    Arvind Upadhyay, Digital Marketing Manager

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $14 Per Month

    Integration
    Integrated With
    • WooCommerce
    • Xero
    • Google Drive
    • KrispCall
    Visit website

  • HubSpot CRM

    4.4 117 Reviews Verified

    HubSpot CRM is more than just a CRM system. It's a complete business growth platform that helps attract, engage, and delight customers. HubSpot CRM is the perfect tool for businesses & also ... read more about HubSpot CRM

    HubSpot CRM Reviews

    Unleashing the Power Mailchimp reviewed by: Sachin Kumar, Social Media Marketing Manager at kamala Farms
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    15% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Online Training

    Reviews
    What User‘s Say
    A Powerful CRM for Marketing and Sales Alignment
    John Alexander
    HubSpot is too good!
    Arvind Upadhyay, Digital Marketing Manager
    HubSpot is a holy grail CRM software for any business
    Ibrahim Mawri, Founder at Electric Ride Lab
    Review Summary
    HubSpot CRM has been an essential tool in streamlining our inbound marketing and sales processes. Its user-friendly interface, seamless automation, and deep integrations with other tools make it a go-to choice for managing customer relationships. The platform is intuitive, making it easy to track leads, nurture them with automated workflows, and gain valuable insights through its analytics.
    John Alexander
    John Alexander

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • Freshsales

    4.0 5 Reviews Verified

    Freshsales is a cloud-based CRM that helps the sales team to close more deals faster & never stop selling. With Freshsales' mobile app, you can easily track your sales pipeline, manage your ... read more about Freshsales

    Freshsales Reviews

    Comprehensive CRM tool which blends in with your organizational needs reviewed by: Stella Scott, Co-founder at EasyPaydayLoan
    Entry Level Price
    $9 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Freshsales is cost-effective and has a very easy learning curve
    Madilyn Hill, CEO at Truepersonfinder
    Most affordable CRM with best features and functionalities
    Gautham Ramakrishnan, Head of Marketing at Zomentum
    Great software
    Scott Krieger, Creative Director & Web Developer at Studio 54
    Review Summary

    We Truepersonfinder are using Freshsales for our organization. We haven't had to invest heavily in training. There is a free plan as well that helped us to find out about its real-time viability before investing it hugely. We use it daily to track the customer journey and ticket dispersal. Its AI, Freddy, guides us to close a deal that has high potential. It really saves us time and effort in closing a deal. While we mostly loved it, we missed the internet-scraping lead generation feature during its use.

    Madilyn Hill
    Madilyn Hill, CEO at Truepersonfinder

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $9 Per Month
    Visit website

  • Dynamics 365

    4.1 17 Reviews Verified

    Dynamics 365 software smartly helps small and medium businesses to function in a hyperconnected way aligning right from customer intake to customer retention. This cloud-based software integrates well with ERP features to ... read more about Dynamics 365

    Dynamics 365 Reviews

    I am having great experience of various CRM for many years, I'd love to chime in! reviewed by: Mike Falahee at Marygrove Awning Co. Michigan
    Entry Level Price
    $65 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Mobile Access
    • Reporting
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Health-wellness-fitness
    • Hospital-health-care
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Windows
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Smooth integration with almost any tool.
    Vadym Kovalevskyi
    Best CRM and top Microsoft Dyanamics 365 Partners in US
    Pankaj Mishra
    It is a low-code platform that makes it easy to configure needs
    Ronald Ander, CEO at SEOAnt
    Review Summary
    Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
    Vadym Kovalevskyi
    Vadym Kovalevskyi

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $65 Per Month
    Visit website

  • Apptivo

    4.3 3 Reviews Verified

    Apptivo, an easy CRM is the best pick for your business with multiple options that offer flexibility. Apptivo's Kanban view presents you with the real-time status of the leads and opportunities to ... read more about Apptivo

    Apptivo Reviews

    Apptivo simplifies our process of managing all the needs of our company reviewed by: Radu Tyrsina, CEO & Founder at Windows Report
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    13% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Construction
    • Education-management
    • Human-resources
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Reviews
    What User‘s Say
    Apptivo is a powerful help desk system that allows support agents to interact with customers, follow-ups and resolve queries.
    Gavin Dolton
    Apptivo CRM is the most robust software you will come across, which helps you grow your business.
    Maria A. McDowell, Founder at EasySearchPeople
    Review Summary
    Fantastic experience, this help desk solution has plenty of features. This has made my life at work so much easier. Initially, I had some problems with it but after reaching out to the customer support team, my issues got resolved.
    Gavin Dolton
    Gavin Dolton

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • monday.com

    4.3 25 Reviews Verified

    Easily tailor your CRM to work for you, without any development help. Edit deal stages, add as many columns as you'd like, manage multiple pipelines at once, and more.Close more deals by ... read more about monday.com

    monday.com Reviews

    The platform is an affordable workflow platform for small business reviewed by: Jared Bauman, Co-Founder at 201 Creative
    Entry Level Price
    $0 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    5% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Banking
    • Design
    • Financial-services
    • Management-consulting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training
    • Academy
    • Community

    Reviews
    What User‘s Say
    monday.com makes our team collaboration, daily operations easier
    Manjuri Dutta, Content Editor at HR Stacks
    Monday.com has given our employees faster and easier access to their tasks
    Anthony Martin, Founder and CEO at Choice Mutual
    Monday.com has become an integral part of managing the sales process for our company
    Stephen Skeel, Co-founder and Executive Producer at 7 Wonders Cinema
    Review Summary

    Our team at HR Stacks have been using monday.com to manage our content flow and daily operations. The software makes it easier for our team to communicate quickly and keep everyone in the team about the progress of work. We use the product to plan, collaborate and communicate about various tasks. While some of our team members took time to understand the interface, it is a very handy solution to manage our daily operations.

    Manjuri Dutta
    Manjuri Dutta, Content Editor at HR Stacks

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Basic
    $12 Per User
    Standard
    $14 Per User
    Pro
    $24 Per User
    Visit website

  • vCita

    5.0 3 Reviews Verified

    vCita makes running your business a breeze: Easily keep track of your interactions with customers by keeping notes & viewing clients' payment history from a friendly dashboard. Manage your billing in no ... read more about vCita

    vCita Reviews

    vCita is an all-in-one CRM solution and a large business management platform suitable for various types of businesses. reviewed by: Anonyms User
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    18% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Reviews
    What User‘s Say
    vCita is sufficient for my needs and very effective software.
    Nitya Parsa
    vCita has been a very important part of our organisation.
    Anonyms User
    Review Summary
    I have been with another company for many years, and then I found vCita, it is great just what I needed. With their automatic reminders for the people, I don’t have to spend time calling them up. I have no glitches with this software. software looks great and customers are linked right to us. the scheduler is connected to my personal calendar which allows me to work when/ how I want to live, too. Whether they want to ask a question, book an appointment or are ready to sign a contract it's right there on the home page. I would definitely recommend using their services when a new business.
    Nitya Parsa
    Nitya Parsa

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $19 Per Month
    Visit website

  • AiSDR

    Get an AI SDR that speaks with prospects in your voice. Make our AI SDR handle all sales emails, personalization, and follow-ups for you. The Problem:- You have ambitious growth targets but ... read more about AiSDR

    Entry Level Price
    $900 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security
    • AI Features

    Key Details
    Industries
    • Computer-software
    • Education-management
    • E-learning
    • Financial-services
    • Hospital-health-care
    • Information-technology-services
    • Legal-services
    • Management-consulting
    • Marketing-advertising
    • Security-investigations
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Blog
    • Guide
    • Videos

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Explore
    $900 Per Month
    Grow
    $2500 Per Month
    Visit website

  • Intuit Mailchimp

    4.3 176 Reviews Verified

    Turn clustomers into customers. Personalize every email for every customer using real-time behavioral data and automated triggers with Intuit Mailchimp, the #1 email marketing and automation platform. It helps businesses of all ... read more about Intuit Mailchimp

    Intuit Mailchimp Reviews

    Transforming Email marketing for businesses reviewed by: AYUSH GUPTA, C Parts Expert at LPS Bossard PVT LTD
    Entry Level Price
    $25 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    10% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-software
    • Information-technology-services
    • Marketing-advertising
    • Market-research
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    it's a good SaaS software for email marketing Campaigns.
    Harshitha Venkatrathnam, looking job as fresher in digital marketing with certification in digital marketing at ulketz
    Easy to use email marketing platform with a host of features
    Brad Russell, Founder at Digital Hitmen
    Mailchimp is a perfect marketing solution to help you grow your business
    Brigid Davey, General Manager at Nimble
    Review Summary
    It makes Email marketing Campaigns easy. It helps to reach business goals. It is one of the best Market Automation platforms. It ranks best in email marketing platforms.
    Harshitha Venkatrathnam
    Harshitha Venkatrathnam, looking job as fresher in digital marketing with certification in digital marketing at ulketz

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $25 Per Month

    Integration
    Integrated With
    • QuickBooks Commerce
    • Shopify
    • Squarespace
    Visit website

  • Simply CRM

    5.0 44 Reviews Verified

    Our mission is to make it simple for you to run your business. At Simply we have a hand picked team of professional individuals. We are all dedicated to develop and provide ... read more about Simply CRM

    Simply CRM Reviews

    Offers easy solution to integrate the third party software and services reviewed by: Chris Medley at ERA Realty
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    34% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation

    Key Details
    Industries
    • Education-management
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Easy to manage and work with Simply
    Kelly Hadous, Sales Specialist at Socage
    A pathfinder to complex business processes, optimization thoroughly and quickly
    Kornelius Bendt
    Cool tool to meet our online learning platform ongoing needs
    Ronil Agletcha
    Review Summary
    A handy tool that can make your business go with ease. The ideal part of this tool is the automation and business connections. The price comparison is satisfying and competitive too.
    Kelly Hadous
    Kelly Hadous, Sales Specialist at Socage

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month

    Integration
    Integrated With
    • Intuit Mailchimp
    Visit website

  • Solid Performers CRM

    4.9 36 Reviews Verified

    Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which, includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead ... read more about Solid Performers CRM

    Solid Performers CRM Reviews

    Great tool and I really like their chatbot reviewed by: Vishnu
    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    18% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security

    Key Details
    Industries
    • Construction
    • Education-management
    • Hospital-health-care
    • Human-resources
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Good for Small and Medium Scale Enterprises
    Sadik Basha
    Simple and great CRM tool
    Alwin
    A nice product for small and medium scale enterprises
    Sam S
    Review Summary
    I work with a 100+ team members and this system is suitable to match our requirement. But, I am not sure whether it can handle a team of 1000+ users. I think it has got the capability.
    Sadik Basha
    Sadik Basha

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $15 Per Month

    Integration
    Integrated With
    • Zapier
    Visit website

  • ActiveCampaign

    4.5 31 Reviews Verified

    ActiveCampaign CRM software is built considering every stage of the customer journey. The software provides a customized dashboard to fit any size B2B, B2C, and eCommerce businesses. This AI-integrated software offers end-to-end ... read more about ActiveCampaign

    ActiveCampaign Reviews

    ActiveCampaign’s intuitive interface and robust feature set, we can quickly create custom email sequences reviewed by: Sarah Gibson, Director at Proactive Healthcare
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    14% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation

    Key Details
    Industries
    • Accounting
    • Computer-software
    • E-learning
    • Financial-services
    • Health-wellness-fitness
    • Logistics-supply-chain
    • Marketing-advertising
    • Professional-training
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Active Campaign is super easy to manage complex email marketing campaigns
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency
    I would recommened ActiveCampaign for your business and experience the best results.
    Jon Torres, Founder at Jon Torres
    Its automation features are amazing
    David Bell, Cybersecurity Editor at COUNTRYVPNS
    Review Summary

    We at Sydney Digital Agency use Active Campaign for email automation to send emails frequently about our blogs and the latest updates of our services for the last three years. It's super easy to manage complex email marketing campaigns. You can also segment campaigns according to your services by including tags and lists. When you require to scale up, it's quite pricey.

    Rakshit Panchal
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Pipedrive

    4.4 29 Reviews Verified

    Pipedrive is the perfect CRM system for businesses that want to close more deals and grow their business. It's easy to use, affordable, and packed with features that can help you take ... read more about Pipedrive

    Pipedrive Reviews

    Pipedrive Experience reviewed by: Marketing Executive at SAN Logistik Park
    Entry Level Price
    $12 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    A Powerful and User-Friendly CRM for Sales Teams
    SANeForce, Digital Marketing at SANeForce
    Pipedrive utilizes a machine learning sales assistant, which is highly accurate.
    Thomas Hawkins, CEO at Electrician Apprentice HQ
    Pipedrive has helped us enhanced our overall business and sales performance
    Emma Gordon, Founder at USSalvageYards
    Review Summary
    Pipedrive is an intuitive and feature-rich CRM that streamlines sales processes efficiently. Pipedrive has been a game-changer in managing our sales pipeline effectively. Its visual interface, automation features, and seamless integrations make it a great tool for tracking leads and closing deals. The ability to customize pipelines and automate tasks has significantly improved productivity. While the platform is excellent for small to mid-sized businesses, larger enterprises may find some limitations in advanced reporting and customization. Pipedrive offers a highly intuitive drag-and-drop interface, making it easy to manage deals and track progress. The automation features, such as email follow-ups and activity reminders, help ensure that no lead is missed. The integration with third-party apps like Slack, Zapier, and Google Workspace enhances collaboration and workflow automation.
    SANeForce
    SANeForce, Digital Marketing at SANeForce

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $12 Per Month

    Integration
    Integrated With
    • Zapier
    • Slack
    • Stripe Billing
    • QuickBooks Online Advanced
    • Asana
    • Trello
    Visit website

  • Calendly

    4.3 27 Reviews Verified

    Our scheduling automation platform helps individuals, teams, and organizations globally automate the meeting lifecycle by removing the back and forth with scheduling. Our platform enables companies to close deals, hire candidates, build ... read more about Calendly

    Calendly Reviews

    It has a great workflow automation process that saves time reviewed by: Ellie Walters, CEO at FindPeopleFaster
    Entry Level Price
    $10 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    10% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Education-management
    • Higher-education
    • Human-resources
    • Information-technology-services
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Best appointment scheduling software
    Blogger at bestgriddleinfo
    The software has streamlined our appointment scheduling and has helped us better serve our clients
    Thomas Costello, Founder and CEO at ReachRight
    Calendly is best for appointment scheduling because it is easy
    Jimmy Wu, Founder at Clockwork Copy
    Review Summary
    We bestgriddleinfo.com are happy customer of Calendly. This scheduling software is like having a personal assistant that never sleeps. It seamlessly syncs with your calendar, effortlessly eliminates double bookings, and makes scheduling a breeze. Say goodbye to endless email chains and hello to efficiency. Calendly is a must-have tool for anyone looking to reclaim their time and stay organized.
    Anonymous
    Blogger at bestgriddleinfo

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • Bitrix24

    4.5 17 Reviews Verified

    Bitrix24 CRM is the perfect tool for businesses that want to close deals faster. Bitrix24 CRM helps businesses track their leads, qualify them, and move them through the sales pipeline and automate ... read more about Bitrix24

    Bitrix24 Reviews

    Bitrix24 has a user-friendly approach to project management and communication which has simplified our daily operations. reviewed by: Audrey Hodges
    Entry Level Price
    $49 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    4% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Banking
    • Business-supplies-equipment
    • Computer-hardware
    • Computer-software
    • Construction
    • Consumer-services
    • Executive-office
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Nonprofit-organization-management
    • Retail
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Reviews
    What User‘s Say
    Streamlining Collaboration: A Comprehensive Bitrix24 Review
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Bitrix24 has transformed the way we operate by replacing multiple services with a single, integrated ecosystem.
    Anonymous
    Bitrix24 is just awesome software and makes my work so much easier.
    Rahul Sharma
    Review Summary

    Using Bitrix24 has been an illuminating experience in streamlining collaboration and boosting productivity within our team. The platform's multifaceted features offer a comprehensive solution for communication, project management, and CRM. The intuitive interface makes navigation effortless, while the wide array of tools caters to diverse needs, from task delegation and file sharing to time tracking and client management. The integration of communication channels like chat, video conferencing, and email within a unified platform fosters seamless interaction among team members, reducing the need for external applications. Additionally, the customizable workflows and automation options have significantly optimized our processes, saving time and minimizing errors. Overall, Bitrix24 has proven to be an invaluable asset in enhancing efficiency and fostering collaboration within our organization.

    Neetika Jain
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $49 Per Month

    Integration
    Integrated With
    • Intuit Mailchimp
    • Slack
    • Salesforce CRM
    • office365
    • Xero
    • Zapier
    • QuickBooks Online
    • Google Drive
    • HubSpot CRM
    Visit website

  • Clickup

    4.4 14 Reviews Verified

    ClickUp is a project management software company that provides an all-in-one platform to improve workplace efficiency and collaboration. Founded in 2017 by Zeb Evans and Alex Yurkowski, ClickUp has grown rapidly to ... read more about Clickup

    Clickup Reviews

    Beacause of Prima it's been a positive move for everyone in my company reviewed by: Annie Ricci, E-commerce and Digital Marketing Expert at Prima
    Entry Level Price
    $7 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    5% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-software
    • Construction
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    ClickUp helped in managing tasks as it is easy to understand and use
    Cayla Thurman, Business Reputation Consultant at Rize
    Clickup allows us Smooth real-time internal communications within the organization
    Ram Chaitanya, Founder at Be Zen
    ClickUp offers toolbar that can be used for multi tasking
    Lyle Florez at EasyPeopleSearch
    Review Summary

    We Rize use ClickUp. As a Business Reputation Consultant, ClickUp helped in managing tasks as it is easy to understand and use. The layout is simple and intuitive in creating tasks, and ticking them off once done. It is easy to prioritize tasks and assign them to a respective person as per project needs. ClickUp also made it easy for our team to communicate, share files, and stay updated on tasks. It helped us keep track of our workload effectively. We could create task hierarchies and set dependencies, which made managing complex projects easier. Customizing it according to priority and who is assigned to it is a breeze.

    Cayla Thurman
    Cayla Thurman, Business Reputation Consultant at Rize

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $7 Per Month

    Integration
    Integrated With
    • Slack
    • GitLab
    • GitHub
    • Webhooks
    • HubSpot CRM
    • Everhour
    • Toggl Track
    • OneDrive
    • Dropbox
    • Box
    • Intercom
    • Zendesk Guide
    • Zapier
    Visit website

  • EngageBay

    4.8 13 Reviews Verified

    EngageBay is an All-in-One CRM software that allows you to Store unlimited contacts and build stronger relationships by keeping track of all your customer details in one place. It offers unique features ... read more about EngageBay

    EngageBay Reviews

    My handy business tool. reviewed by: Eric F Montera
    Entry Level Price
    $12.74 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    10% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-software
    • Consumer-services
    • Education-management
    • E-learning
    • Higher-education
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time
    Lucia Jensen, CEO at WeLoans
    EngageBay - A Revolutionary all-in-one system
    Crypto13
    EngageBay An Impossible dream - Realized...
    Jo Marian Lumayag
    Review Summary

    We WeLoans have been using Engage Bay since the company started, and it has helped us identify new opportunities, ensure customers are satisfied, and convert our webpage visitors, among other solutions. Engage Bay is the CRM software we use in our company once a week to track our marketing, support, and sales team. In addition, Engage Bay streamlines tracking customer details by allowing us to store unlimited contacts that help us build strong relationships with our clients.

    Lucia Jensen
    Lucia Jensen, CEO at WeLoans

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $12.74 Per Month

    Integration
    Integrated With
    • Zapier
    • Xero
    • mailgun
    • Mandrill
    • Postmark
    • SendGrid
    • PieSync
    Visit website

  • SharpSpring

    4.5 12 Reviews Verified

    SharpSpring is a comprehensive CRM software with a full-funnel sales and marketing automation facility ideal for marketing agencies and small to medium businesses. Right from creating a lead, to closing a sale, ... read more about SharpSpring

    SharpSpring Reviews

    Marketers: SharpSpring is the best option to do Digital Marketing. Believe it !!! reviewed by: Luiz Conte, CMO at Inbound Brasil
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Email Integration
    • File Management
    • Lead Management
    • Reporting
    • Sales Automation

    Key Details
    Industries
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies

    Reviews
    What User‘s Say
    Dynamic tracking and email software
    Brett Downes, Founder | SEO, Link Building Geek at HaroHelpers
    Loyal SharpSpring user for over 5 years
    John Heenan
    Great app at a great price
    Corey Birkmann, Interactive Director at Rebel Interactive
    Review Summary

    Being a founder of HaroHelpers, I use a software called sharp spring . This is a dynamic tracking and email software that sections users depending on what they originally looked at or done on the website.

     Pro’s

     Simple to learn and easy to set up workflows.

    Has fantastic customer support and great demo introductions.

    Integrated with existing software we had.

    Fantastic Value for Money

     Con’s

     It’s a bit buggy and can be hard to work out errors.

    Slows down website more than we’d like due to size of it.
    Brett Downes
    Brett Downes, Founder | SEO, Link Building Geek at HaroHelpers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • Airtable

    4.5 12 Reviews Verified

    Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across ... read more about Airtable

    Airtable Reviews

    Airtable is highly recommendable as it is intuitive and user-friendly reviewed by: Ouriell Lemmel, CEO and Founder at WinIt
    Entry Level Price
    $20 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    10% in CRM Software

    Features
    • Calendar & Task
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Security

    Key Details
    Industries
    • Education-management
    • Events-services
    • Financial-services
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Airtable is like an advanced spreadsheet that handles simple and complex datasets
    Alex Contes, Co-Founder & SaaS Expert at Review Grower
    Airtable has an intuitive interface and is perfect to serve your team's needs
    Mike Owens, Digital Marketing and Growth Director at Web Hosting Advices
    Airtable is a powerful and centralized tool for any sized organization to track and manage their projects and financial deeds.
    Airtable
    Review Summary

    We Review Grower use Airtable. My preference for project management software goes to Airtable. If your company is currently utilizing Microsoft Excel or Google Sheets for project management but is looking to upgrade, Airtable is the way to go. While its spreadsheet-like interface is its most recognizable feature, it supports additional project views like Kanban card stacks, galleries, grids, calendars, and Gantt/timeline charts. Since it can be easily integrated with other systems, this program is useful for any business that relies heavily on data. Dropbox and Salesforce data imports are supported, for instance. Alternatively, you can collect information from the project's participants, target users, or beneficiaries by making a form and sending them a link. Then, use premade templates and simple drag-and-drop tools to examine data from various angles, monitor data utilization, and plan accordingly.

    Alex Contes
    Alex Contes, Co-Founder & SaaS Expert at Review Grower

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $20 Per Month
    Visit website

  • Sugar CRM

    4.0 8 Reviews Verified

    SugarCRM is a CRM that's built for the future of sales. It's packed with features that help you close deals faster and continuously evolve with the latest developments. SugarCRM is easy to ... read more about Sugar CRM

    Sugar CRM Reviews

    Solid CRM reviewed by: Zeke Becerra, Regional Sales Manager at Dbvisit Software
    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    25% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    OK CRM for small businesses - still lacking
    Kelly Wasden, Enterprise Accounts at Motivosity
    Great system that can accomplish all the functionalities
    Joseph Sloan, Marketing & Communications Coordinator at Advice Media
    Better than other open source CRMs
    Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLC
    Review Summary

    I want to like SugarCRM but after using it for well over 2 years as both user and admin, I have a real hard time recommending it to any business that is scaling fast. It's clunky in reporting, weird with opportunity creation. They updated the UI a bit, but that basically means they just repurposed the same buttons and added some more color to the overall look and feel. It's definitely an upgrade, but nothing like CopperCRM (Prosperworks) and SalesForce or even Hubspot. It's OK for a small business as they are starting out because it is somewhat easy to navigate, but with the lack or reports and overall clunkiness, I have a hard time recommending when there are so many great CRM's out there to accomplish your needs.

    Kelly Wasden
    Kelly Wasden, Enterprise Accounts at Motivosity

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $19 Per Month
    Visit website

  • InsureCRM

    4.4 7 Reviews Verified

    InsureCRM Software, a fully functional insurance CRM software, is one of the initiatives by Damco to empower insurers with digital capabilities to provide superior customer experiences. The agile platform is one of ... read more about InsureCRM

    InsureCRM Reviews

    Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software reviewed by: Brad Medapalli at IT Consulting Firm
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Insurance
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Good solution
    Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.
    Damco Helped us Build Integrated CRM for Managing Insurance Applicants
    Martin Noah at BCV
    Reliable CRM with Comprehensive Modules
    Elle D'souza
    Review Summary
    InsurCRM is a powerful insurance CRM software. It has a user-friendly interface, which has made user-adoption a breeze. I also like its integration capabilities. All in all, it is a valuable asset for insurance businesses looking to improve relationships with customers.
    Alora Grace
    Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Insightly

    4.3 7 Reviews Verified

    Insightly is a cloud-based CRM that's built for collaboration. With Insightly, you can easily track your tasks, collaborate with your team, and stay on top of your deadlines. Insightly also offers a ... read more about Insightly

    Insightly Reviews

    Insightly has increased productivity of our organization as a whole reviewed by: Valerie Barnett, Founder at PleasingCare
    Entry Level Price
    $29 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    25% in CRM Software

    Features
    • Calendar & Task
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.
    Beata Mccarthy
    It's best for us because it offers not just CRM-specific functionality but also project management functions.
    David Lee, CEO at Inyouths LED Mirrors
    Well crafted and always improving
    Jose Garcia, Group CEO at Maxprom.com
    Review Summary
    Amazing marketing tool, I’ve just started using this software and I am finding it to be pretty user-friendly. It works for me perfectly. It is not only perfect but the best for marketing automation. I am able to do multiple things needed for my business.
    Beata Mccarthy
    Beata Mccarthy

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $29 Per Month
    Visit website

  • Funnel CRM

    5.0 6 Reviews Verified

    Funnel CRM is a cloud-based CRM software that caters to more than 2000 small businesses such as agencies, developers, personal trainers, designers, service professionals, consultants, freelancers, and many more. It has modules ... read more about Funnel CRM

    Funnel CRM Reviews

    Great reviewed by: Heidi Sullivan, SVP, Product & Marketing at UpCity
    Entry Level Price
    $10.00 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Reviews
    What User‘s Say
    Lead Generation through Cold Calling
    Ovais Ahmad
    Best CRM for digital agencies.
    Gohar Leghari, Ruby On Rails Developer at Buzz Interactive
    Absolutely User Friendly
    Catherine Yee
    Review Summary
    We have worked with them from 2018 till 2019. They helped us to grow our client base. Our experience was amazing working with them. The coordination between our teams was great. We managed to close many deal. Everything was completed on time and with 100% accuracy
    Ovais Ahmad
    Ovais Ahmad

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $10.00 Per Month
    Visit website

  • Dolibarr

    5.0 5 Reviews Verified

    Dolibarr ERP & CRM is an Open Source and free software package to manage companies, freelancers or foundations. We can say Dolibarr is an ERP or CRM. You enable only the feature ... read more about Dolibarr

    Dolibarr Reviews

    Role : Communication officer at ATM Consulting reviewed by: Brengre CHAVANIS, Attachée commerciale et communication at ATM Consulting
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    10% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Forecasting & Analytics
    • Pipeline Management
    • Reporting
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Excellent software for small companies
    Benoit Girardot
    It does the job and more
    Laurent Destailleur, Open Source expert and Manager of Bordeaux agency at TECLIB'
    Use the best
    Nicolas Zabouri, Gérant at Inovea Conseil
    Review Summary
    A great software that ticks all the boxes for me: not expensive, comprehensive functions, solid and stable, can be used easily on Windows, Mac, plus iPad (and iPhone) via Safari. A great tool I use every day for my small company.
    Benoit Girardot
    Benoit Girardot

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

Buyer’s Guide

Buyer’s Guide for CRM Software : Benefits, Features & Pricing

CRM software provides a 360-degree view of customer and prospect information. It helps cultivate customer relationships and improve a business organization's operational efficiency.

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 to help them make smart decisions and achieve sales goals.

Furthermore, delivering an exceptional customer experience has become mandatory for your organization to sustain and expand in this competitive business scenario. Whether you plan to invest in your first CRM system or change your existing one, choosing a CRM is challenging. Fortunately, this buyers' guide provides you with complete information about CRM systems, as below, that can help you select the right CRM system and achieve your business goals.

What is CRM (Customer Relationship Management)?

CRM combines practices or strategies businesses use to build better customer relationships, improve revenue, and provide a flawless customer experience. It enables you to prioritize your customers and helps your organization take a customer-centric approach, resulting in increased customer loyalty, exponential growth in sales, and ROI.

Why is Customer Relationship Management Important?

Building and nurturing relationships with customers is essential to acquire and retain customers. It is pretty crucial to build 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 quickly. According to Deloitte's research report, customer-centric companies are 60% more profitable than companies not focusing on the customers.

How to Use CRM to Deliver Exceptional Customer Experiences?

Besides following the right philosophy for exceptional customer service, you must also use the right tools and technology. A streamlined CRM system deployed in an organization helps the employees directly deal 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, or customer relationship management system, is a tool that helps improve contact management, client communication, order 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 platforms:

Marketing

  • Organizing Campaigns
  • Generating Leads
  • Maintaining Customer Database

Sales

  • Assigning Leads
  • Converting Leads to Customers
  • Upselling & Reselling

Support

  • Resolving Customer Queries/Complaints
  • Managing Service Requests
  • Maintaining & Growing Knowledge Base

Orders

  • Delivering Products
  • Generating Invoices

What Does A Customer Relationship Management Software Do?

CRM software was used to store customer data and information, but it has changed over the years. Now, CRM software can accomplish many tasks like -

Contact Management: All information about customers, such as their contact details, purchase history, payments, preferences, demographics, etc., is stored in one place. It is easy to access the required information whenever needed.

Lead Nurturing: It is very important to track leads and assign them to the specific sales team or executive to ensure efficient management and high conversions. 

Tasks Management: CRM adds tasks and deals automatically with customer information. It helps assign and monitor tasks in your sales pipeline. Moreover, updated data in real-time ensures you access the latest information.

Marketing: CRM software assists in all marketing and promotion activities, such as bulk emailing, customer segmentation, inbound marketing, campaign creation, etc., and enhances their effectiveness, helping to achieve sales goals. 

Salesforce Automation: CRM software platform can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, tracking sales team performance, forecasting sales, and more. This can provide clear visibility of market trends, patterns, and behavior.

Workflow Automation: CRM software can automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, and paperwork, eliminates task repetition, and improves accuracy at the same time.

Reporting: CRM software platform can generate various reports that provide visibility into the overall business. Whether tracking sales performance or marketing expenses, customer relationship management software can provide quick and accurate reports.

What are the Benefits of CRM Software Solutions?

Real-time and reliable reporting

CRM software 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 CRM applications create are trusted resources for sales teams.

Data visualization and organized information

CRM's dashboard visualizes crucial customer, sales, and lead data on a centralized dashboard. The 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 software solutions elevate personalized communications by sending automated emails at various stages of the customer journey and sales process. Your customers may often have to communicate with different people in your team. In that case, it can become a hassle for the customer to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem by ensuring everyone on the team has the same customer data.

 Automates Repetitive Tasks To Increase Efficiency

Some tasks, like filling out the forms, completing legal formalities, etc., are monotonous but vital in sales. A CRM platform helps automate these repetitive tasks and helps your representatives focus on functions like closing deals and solving customers' queries with chatbots and automated messaging tools. 

Increases Collaboration and Efficiency Within Multiple Teams

CRM helps access the calendar, emails, phone call details, etc., keeping multiple teams updated about meeting and conference information. Marketing, sales, and customer service teams can easily share valuable data using CRM and accomplish common goals.

Encourages Smart Decision Making

Miscalculated data accessed from Excel sheets or guesswork can lead to wrong decisions and failures. The best CRM platform tool can provide accurate data in customized reports, giving information about your business's current status. Based on that, you can design strategies that work and grab the opportunities that yield long-term profitability in your industry.

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, leads, 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 platform 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 Software for Real Estate: 

A 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 to streamline their daily workflows. By implementing CRM, property developers can build strong relationships with customers.

CRM Software for Healthcare :

CRM solutions for Healthcare enable healthcare providers to unleash a personalized patient experience. CRM for Healthcare delivers exceptional results and improves operational efficiencies from onboarding employees to providing self-service options to patients. 

CRM for Software Companies/ CRM for IT industries. 

CRM in the IT industry can work wonders when aligning marketing and sales teams. By deploying CRM in the IT sector, IT companies can provide the best CX and customer success programs. 

CRM Software for Banking/Insurance/Finance

With digital economies coming into play, CRM for the Banking, Insurance, and Finance sectors faces unique challenges in delivering consumer satisfaction. It enables Inter-department data tracking, efficient communication, and funnel-based lead conversion. It helps banks create valuable customer journeys for their customers. 

CRM Software for Retail

CRM for retail software helps retailers target strategically essential customers. Its SMS, WhatsApp, and Live chat integration create an omnichannel selling experience. Most CRMs 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 provides tools for tracking customer interactions, sending proactive responses, offering special discounts, and crafting personalized customer journeys. CRM also helps with 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 differ entirely from large enterprises in terms of their customer base, focus, and scale. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small businesses 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 unleashes complete workflow automation, exceptional functionalities, and lead-capturing essentials. Large enterprises have a huge customer base and 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 their daily workflow. This process involves analyzing sales opportunities and marketing campaigns, communicating with prospects, designing customized marketing strategies, evaluating sales team performance, and forecasting sales.

CRM software for the Lead Generation Team

CRM solutions for lead generation help you build a customized funnel for attracting prospects, nurturing their interest, and capturing and converting leads.

CRM Software for the Project Management Team

CRM applications for project managers 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:

Strategic CRM prioritizes customers' requirements. Its job is to collect, segregate, and apply information about customers and market trends to develop business strategies that benefit customers.

Operational CRM:

Operation CRM is focused on recording customer interactions and allowing sales and marketing professionals to access that information and communicate accordingly. It ensures that all sales opportunities, contacts, and tasks are attended to efficiently at the right time.

Analytical CRM

Analytical CRM is oriented towards analyzing the data required to make informed decisions about future business strategies. For example, an analytical CRM can provide answers to questions referring to details about customers' positive responses to previous marketing campaigns. It helps analyze the target audience and launch new marketing campaigns accordingly.

Collaborative CRM

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 task.

What are various CRM Deployment options?

On-Premise CRM software:

Many companies prefer on-premise deployment of their CRM tool, as they have full control over 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 the Internet is 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 has its source code in the public domain. It can be customized easily to fit your needs. It can also be downloaded and deployed for various OS platforms, such as Windows CRM software, iOS CRM software, and more.

How to Choose the Perfect CRM System for Your Business?

Several CRM tools are available in the market, but not all can suit your business. You must analyze what CRM software can do for you and your sales teams. Below are some factors you must consider while selecting the right CRM for your business.

Goals

When analyzing CRM software requirements, you must understand the problem you must resolve using a CRM. You must prioritize your goals to determine which CRM suits 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 useless. If you are a small business owner, you can use CRM software for small businesses. 

Implementation

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 invest in doesn't require you to provide time-consuming training to your employees or hire new ones to implement it. That would increase costs and add to your problems instead of solving them.

User Adoption

Regardless of your chosen system, your employees are always resistant to change. This is a common issue faced by most organizations: 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 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 must check its compatibility with different 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 specific 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 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.

Customized Reports

The customer relationship management software you pick should allow you to generate customized reports according to your business operations and logic. The reports would help you make 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?

Contact Management

All CRM solutions allow users to feed the names, contact information, and social media accounts of customers, suppliers, prospects, etc. However, the essential feature is that the fields should be logically organized. The interface should be appealing and user-friendly, and you should be able to access that information quickly.

Interaction Tracking

It is an important feature when team members work with duplicate contacts. If you don't know when your colleague last spoke to one of your customers, you cannot move on with the conversation. Customer relationship management software should allow you to view the history of interactions with customers to communicate accurately and effectively.

Lead Management

You are converting leads to users smoothly, which is essential 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 a process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.

Integrations

Every business is distinctive, and so is yours. You need to ensure that the CRM you plan to invest in allows for 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 using different tools, that can be a better choice.

Document Management

Collecting, storing, and sharing documents from a centralized hub directly benefits your team members and indirectly benefits your customers. Keeping the entire sales team on the same page helps provide an excellent customer experience. A centralized hub for knowledge is an asset to an organization, and if your CRM includes that, it can definitely be a major reason for your business growth. 

Quotes/Proposals Management

If your business requires creating, printing, and managing quotes and proposals, this feature in your CRM can help. You can easily create and email quotes and proposals, check the history of contracts with your customers and suppliers, and manage these documents at a centralized location.

Sales Pipeline Management

Want to check the buyers' journey of a specific contact? A CRM that allows you to manage the sales pipeline can help you do that. 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 to ensure successful conversions.

Workflow Automation

Several tasks in an organization need 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 on monotonous tasks.

Reporting/Analytics

With the reporting feature, you can generate customized reports relevant to sales figures, individual salespersons or teams, customers based on geographical location, buyers' journey, etc. You must ensure that your selected CRM allows you to generate customized reports per your business requirements.

Proactive Approach

CRM allows you to follow a proactive approach based on its predictive data. It helps you in solving the issues before they even arise. For example, from predictive data, if you will not get more projects this year, you can follow a proactive approach by hiring more resources 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 when selecting customer relationship management software, the next step is picking the right CRM vendor. Here is the list of significant aspects you must consider while evaluating a CRM vendor.

Industry Experience

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 useless if it is not configured properly and your staff has not been trained on how to use it. So, when you ask the vendor for other details about customer relationship management software, ensure that you ask whether they will provide configuration services and training to your employees.

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 your software expectations in the future.

Customer Support

Customer support is required, especially when customer relationship management software has been newly deployed in your organization. You must ensure that the CRM vendor you chose has a local partner network and provides prompt customer support.

Check Reviews

Don't purchase customer relationship management software from any vendor at face value. Try to buy the top-rated CRM after checking the customer reviews, which will give you an idea about the quality of the CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or the quality of their CRM product. Because once you buy customer relationship management software from any vendor, you cannot change your decision until the purchase period expires.

Average Cost of a CRM Software

Most CRM system costs are based on a monthly subscription and the number of users. A CRM tool's price can be as minimum as $5 per month and go up to $100 per month, depending on its features. For example, you can use the services of a CRM software company, such as  Taskeo, 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 uncomfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year.

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 its pricing.

Some CRM solutions are free for a specific period, thus allowing you to use and invest in them—them. The free trial periodicity in the accessible terms of users and features gives you an idea about whether that customer relationship management software is compatible with your business or not.

Some free and open-source CRM software is available in the market, which you can customize and deploy without making huge investments. These free ones might not have 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. Companies often 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 successfully implement 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 about 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 that you need to consider -

  • The use of AI in CRM would increase at an exponential level.
  • IoT would be a significant advancement in the CRM market.
  • Mobility in CRM is here to stay.
  • Social media will continue to play a significant role in customer relationship management.
  • CRMs would become much more user-friendly.

Why Referring to GoodFirms List of CRM Software Can Help?

The competitive software landscape requires buyers to examine the core functionalities, modules, and framework of CRM software solutions before making an investment. However, unearthing everything on your own requires time, resources, and knowledge of all parameters that should be considered before finalizing the vendor. This is exactly where GoodFirms can help CRM software seekers.

Resourceful and curious, 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 lists more than 60k software and services with detailed information and 30k+ unbiased reviews. GoodFirms leaves no stone unturned to bring you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and prices. GoodFirms uses a spectrum of methodologies to accurately analyze various software vendors before finalizing the top software providers in the market.

Popular Customer Relationship Management (CRM) Comparison: Dynamics 365, monday.com, Zoho CRM, HubSpot CRM, and Salesforce CRM

FeatureDynamics 365monday.comZoho CRMHubSpot CRMSalesforce CRM
Company BackgroundDynamics 365 is developed by Microsoft, a multinational technology company known for its software, hardware, and cloud services.monday.com was developed by monday.com, a work operating system company that provides project management and collaboration solutions.Zoho CRM was developed by Zoho Corporation, a software company that provides a suite of cloud-based business tools.HubSpot CRM was developed by HubSpot, Inc., a technology company that provides marketing, sales, and customer service software solutions.Salesforce CRM is developed by Salesforce.com, Inc., a cloud-based software company providing CRM and enterprise solutions.
Target AudienceLarge enterprises, complex sales processesBusinesses of all sizes, project managementSmall and medium businessesFor businesses of all sizes, inbound marketingBusinesses of all sizes, highly customizable
PricingPaid plansPaid plans start at $8/seat/monthFreemium (limited features), paid plans start at $12/monthFreemium (limited features), paid plans start at $45/monthPaid plans start at ~$25/user/month
StrengthsDeep integration with other Microsoft products, powerful analytics and reportingHighly visual, flexible for various workflowsAffordable, good for managing leads and contactsFree plan, strong inbound marketing tools, user-friendlyHighly customizable and scalable for large enterprises
WeaknessesComplex and expensive, requires significant IT resourcesLess CRM-focused compared to others, limited automationLimited features in the free plan may not be ideal for complex sales processesLimited customization compared to Salesforce, less robust reportingComplex for beginners, expensive for larger teams
Best forLarge enterprises using Microsoft products need advanced features and reportingBusinesses seeking a visual and flexible tool for managing projects and CRMSmall and medium businesses on a budgetBusinesses prioritizing inbound marketing and lead generationBusinesses needing a highly customizable and scalable CRM for complex sales processes
GoodFirms Notes:Dynamics 365 is a powerful option for large enterprises, but it can be complex and expensive.monday.com offers a visual and flexible platform for managing projects and CRM data.Zoho CRM is a good value for small and medium businesses with a freemium plan and strong features.HubSpot CRM is user-friendly and has strong inbound marketing tools.Salesforce CRM is highly customizable and scalable but can be complex for beginners.

Frequently Asked Questions

What is CRM software and why is it important for businesses?

CRM (Customer Relationship Management) software is a tool that helps businesses manage customer interactions, sales, marketing, and service processes in one centralized system. It improves customer retention, streamlines communication, and enhances productivity across teams.

Why do businesses need CRM software?

Businesses need CRM software to build stronger customer relationships, improve communication, streamline processes, increase sales, enhance customer service, and gain valuable insights into their customer base. It helps you understand your customers better, personalize interactions, and ultimately boost profitability and customer loyalty.

What's the difference between on-premise and cloud-based CRM?

On-premise CRM:

  • Software installed on your company's servers
  • One-time licensing fee plus ongoing maintenance costs
  • Your IT team manages all maintenance and security
  • Complete control over your data and system
  • Typically higher upfront costs but potentially lower long-term costs

Cloud-based CRM (SaaS):

  • Accessed through web browsers or mobile apps
  • Subscription-based pricing model
  • Vendor handles maintenance, updates, and security
  • Data stored on vendor's secure servers
  • Lower initial investment with predictable ongoing costs
  • Faster implementation and easier remote access

Today, approximately 87% of new CRM implementations are cloud-based due to lower barriers to entry and faster deployment.

Which is the best CRM software for small businesses?

HubSpot CRM, Zoho CRM, and Freshsales are excellent choices for small businesses due to their user-friendliness, affordability, and essential features that scale as you grow.

How do I choose the right CRM software for my business?

Choosing the right CRM involves understanding your business needs, defining your goals, evaluating features, considering your budget, and assessing the vendor's support and scalability. It's recommended to request demos from different providers and involve key stakeholders in the decision-making process to ensure the chosen CRM aligns with your overall strategy.

What are the essential features to look for in a CRM?

Essential features often include contact management, lead management, sales pipeline management, email integration, reporting and analytics, task management, and customer service tools. Depending on your business, you might also need features like marketing automation, quoting and invoicing, or knowledge base management.

How much does CRM software typically cost?

CRM software costs vary widely based on factors like the number of users, features, and vendor. Common pricing models include per-user per-month subscriptions, tiered pricing based on features, and sometimes flat-rate plans for smaller teams. Be sure to consider potential additional costs for implementation, training, and integrations. We offer flexible pricing plans to suit different business sizes and needs.

Per-user licensing costs:

  • Basic CRM: $12-30 per user/month
  • Mid-range CRM: $30-100 per user/month
  • Enterprise CRM: $100-300+ per user/month

Additional cost factors:

  • Implementation services: $1,000-15,000+ for small business, $15,000-100,000+ for enterprise
  • Data migration: $2,000-50,000+ depending on complexity
  • Custom development: $5,000-250,000+ for specialized functionality
  • Training: $2,000-25,000+ depending on organization size
  • Ongoing support: 15-25% of licensing costs annually

For accurate budgeting, consider the Total Cost of Ownership (TCO) over a 3-5 year period rather than just initial licensing.

Is open-source CRM software a good choice for businesses?

Open-source CRM software offers flexibility and cost savings, especially for tech-savvy teams or those with access to developers. However, it may lack vendor support and require more maintenance.

How easy is it to implement a new CRM system?

The ease of implementation depends on the complexity of the CRM and your business processes. Many modern CRMs are designed to be user-friendly with guided setup processes. We provide comprehensive onboarding resources, including documentation and support, to ensure a smooth transition.

Can CRM software integrate with my existing business tools?

Yes, most modern CRM systems offer integrations with a wide range of other business applications, such as email platforms (e.g., Gmail, Outlook), marketing automation tools, accounting software, and more. Seamless integration is crucial for data synchronization and streamlined workflows.

How secure is my data in a CRM system?

Data security is a top priority for us. We employ robust security measures, including encryption, regular backups, and secure data centers, to protect your sensitive customer information. We are also compliant with relevant data privacy regulations.

Why should I trust GoodFirms when choosing CRM software?

GoodFirms offers verified reviews, expert-curated comparisons, and a transparent ranking methodology. Our platform helps businesses make informed decisions by evaluating CRM software tools based on performance, pricing, features, and real user experiences.

What are the future trends in CRM software?

Future trends in CRM include increased use of artificial intelligence (AI) for personalized experiences and automation, greater emphasis on mobile CRM for on-the-go access, enhanced data analytics for deeper insights, and tighter integration with emerging technologies to create more connected customer journeys. We are continuously innovating to incorporate these advancements into our platform.

Related Categories

Marketing Automation Software
Workflow Management Software
Email Marketing Software
Contact Management Software
Lead Management Software
Real Estate CRM Software
Sales Force Automation Software
Partner Relationship Management Software
Email Management Software
Sales Forecasting Software
Healthcare CRM Software
Lead Generation Software

Trending insights from GoodFirms

Read all research articles
Know AI CRM to Know Your Customers - Expert Insights from Over 100 CRM Professionals CRM Software

Know AI CRM to Know Your Customers - Expert Insights from Over 100 CRM Professionals

ABSTRACT:  Only if you know your customers can you surpass their expectations. Building and sustaining successful customer relationships is challenging ... Read research article

10 Proven Techniques to Build Strong Customer Relationships CRM Software

10 Proven Techniques to Build Strong Customer Relationships

Building strong customer relationships is the key to the success of any business. Given the level of competition, acquiring new customers, and retaining them is ... Read research article

The Rising Value of Personalized Branding CRM Software

The Rising Value of Personalized Branding

Abstract: Personalization in today's world is what separates successful brands from those that fail. As long as personalization is in practice, it will alw ... Read research article

compare software image
Compare