Best CRM Software
Looking for CRM software for your business? Here is a list of the best customer relationship management systems exclusively handpicked by GoodFirms' research team. This simple, easy-to-use listing will assist you in selecting the most suitable CRM system for your projects. CRM software manages sales leads, email campaigns, customer analytics, deal forecasts, and other tasks. Explore the list of best customer relationship management software, easily compare products, and check the features and the pricing. Also, check the verified user reviews for the CRM system listed here.

List of Best CRM (Customer Relationship Management) Software with Reviews
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Digital CRM is a unique CRM system that automates the entire workflow from lead generation to sales management and marketing. As a centralized CRM software, the tool enables the team to stay proactive, automate their work, and connect with customers seamlessly. The software extends its functionalities to other software like task management, document management, order management, and project mana... learn more about DigitalCRM
Entry Level Price$500 One-timeFree Trial30 Days33%Category Focus
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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 to timesheets to meet project deadlines. This online CRM software enables automation in everyday sales processes, improving forecasting & reporting a... learn more about CrossConcept Continuum PSA
Entry Level Price$15 Per MonthFree Trial14 Days50%Category Focus
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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 more deals more securely, this customer relationship management software is the best CRM for e-commerce. The multilingual CRM system organizes sales through tags or lea... learn more about Revamp CRM
Entry Level Price$19 Per MonthFree Trial14 Days100%Category Focus
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The cloud-based CRM software is an all-in-one customer relationship management solution for all business types. The software helps users to excel in CRM strategies with features like lead management, opportunity management, sales automation, campaign management, etc. The software works beyond traditional CRM functions by integrating online inventory management systems and gains complete control ov... learn more about Sales365cloud
Entry Level PriceContact VendorFree TrialN/A50%Category Focus
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Salesforce CRM is a top-notch cloud-based customer relationship management software for all business types. As a complete solution for CRM, Salesforce has been helping organizations transform from cost centers to growth engines with its exclusive services like lead management, sales force automation, sales forecasting, marketing, etc. The software supports a wide range of integration, including e-... learn more about Salesforce CRM
Entry Level Price$25 Per MonthFree TrialN/A25%Category Focus
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Zoho CRM is one of the top preferred customer relationship management systems for its powerful features, user-friendly interface, and easy adaptation. small businesses, startups, and large-scale enterprises can use Zoho CRM software to build excellent customer relationships, sales force automation, lead generation, and offer personalized experiences. Integrated real estate CRM helps build healthy ... learn more about Zoho CRM
Entry Level PriceContact VendorFree Trial30 Days20%Category Focus
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HubSpot CRM
Everything you need to organize, track, and nurture your leads and customers.
Visit websiteHubspot is a popular CRM software solution packed with customer service features for businesses of all sizes. The software unifies all the customer-centric services to a single platform, like marketing, sales, lead management, lead generation, and customer support service. This user-friendly CRM solution supports customization to adapt and scale software to market needs. The built-in analytic repo... learn more about HubSpot CRM
Entry Level PriceFree versionFree TrialAvailable25%Category Focus
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Pipedrive CRM solution is designed for small to large enterprises. This advanced customer relationship management software has a user-friendly interface covering all CRM capabilities like lead management, sales force automation, marketing automation, etc. Users can get a complete overview of the CRM strategies with various reports like performance reports, revenue reports, and conversion reports. ... learn more about Pipedrive
Entry Level PriceFree versionFree TrialAvailable20%Category Focus
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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 sales force automation, lead generation, marketing automation along with email marketing to enhance complete sales management. Besides these tools, ActiveCampaign CRM inc... learn more about ActiveCampaign
Entry Level Price$9 Per MonthFree Trial14 Days14%Category Focus
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Freshsales cloud-based CRM software is a 360-degree customer relationship management tool that enables users with core sales management and support activities. This fully-featured CRM system is customizable and accessible on mobile. Freshsales SaaS software speeds up business revenue with demand-driven sales by optimizing different modules of the sales forecasting feature. The software's sales for... learn more about Freshsales
Entry Level PriceFree versionFree TrialAvailable20%Category Focus
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Zendesk Sell
Sales CRM to enhance productivity, processes, and pipeline visibility for sales teams.
Visit websiteZendesk Sell is a modern sales CRM software that enhances the sales team's productivity by introducing automation in mundane tasks. Startups, small to medium businesses, and large enterprises can choose this CRM software for its fast, flexible, easy-to-use AI-integrated features. A simple and intuitive CRM software enables automated email marketing and AI-based lead management. The advanced tools ... learn more about Zendesk Sell
Entry Level Price$19.00 Per MonthFree Trial14 Days34%Category Focus
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NetSuite CRM is a powerful cloud customer relationship management (CRM) software designed for startups and fast-growing businesses. As a market leader, Netsuite CRM has been helping organizations master customer relationships with their best-in-class services like lead management, sales force automation, marketing automation, and customer service management. The software's real-time analytics and ... learn more about NetSuite CRM
Entry Level PriceContact VendorFree TrialN/A25%Category Focus
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Pipeliner online CRM tool is a unique cloud-based visual CRM specifically designed to fit all sizes and types of businesses. The multilingual CRM software takes all the heavy lifting of managing customer relationships using features like sales force automation and marketing automation, lead generation, and much more. The Software offers incredible CRM software features like unlimited account and c... learn more about Pipeliner CRM
Entry Level Price$25 Per MonthFree Trial14 Days50%Category Focus
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Less Annoying CRM
Simple CRM built just for small businesses to manage contacts, track leads
Visit websiteLess Annoying CRM simplifies customer relationship management for small and medium businesses. The web-based CRM software provides centralized control of CRM activities like contact management, lead management, sales, marketing, and customer service. Unlimited custom fields, unlimited groups/tags, data export, and free customer support are other notable features of less annoying CRM software. This... learn more about Less Annoying CRM
Entry Level Price$15 Per MonthFree Trial30 Days34%Category Focus
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Sugar CRM is a next-generation customer relationship management software solution for all businesses. This flexible, user-centric software allows users to strategize the CRM strategy with core features like customer sales force automation, lead management, and marketing automation. With advanced features like predictive forecasting and intelligent lead prioritization, salespeople can uncover hidde... learn more about Sugar CRM
Entry Level Price$52 Per MonthFree Trial7 Days25%Category Focus
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Nimble is a reliable and relationship-focused CRM software specifically designed for small businesses. From contact management, sales force automation, email tracking, and deal management to activity tracking, Nimble has everything you need in CRM software. Businesses can best use Nimble for relationship management, data enrichment, prospecting, etc. Primarily used in the healthcare industry, thi... learn more about Nimble
Entry Level Price$19 Per MonthFree Trial14 Days34%Category Focus
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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 facilitate the best management and efficient planning of resources. Optimizing service operations and personalizing customer service is just accessible with Microsoft Dynamics 36... learn more about Dynamics 365
Entry Level Price$65 Per MonthFree TrialN/A33%Category Focus
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Close
High adoption, high performance. Get the all-in-one CRM built just for sales teams.
Visit websiteClose CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting & forecasting tools help the sales team build a brand's image through the sales pipeline, marketing, and sales strategies. The core features of Close CRM include lead generation & management, tas... learn more about Close
Entry Level Price$29 Per MonthFree Trial14 Days34%Category Focus
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Freeagent is a perfect CRM software for small businesses to streamline workforce management with unlimited user access. This customized software flawlessly integrates task and project management for automation and monitors sales operations. The automated lead generation software assembles leads and stores extensive data using contact management. This way, it becomes easy for the sales team to acce... learn more about Freeagent CRM
Entry Level Price$35 Per MonthFree TrialN/A17%Category Focus
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Odoo is an open-source CRM software for startups and SMEs. With an intuitive user interface, the CRM tool facilitates all the customer relationship management activities like marketing, lead nurturing, sales pipeline management, reporting, etc., from one place. The software’s advanced reporting tool assists with lead analysis, tracking KPIs, and identifying sales opportunities. From creating cam... learn more about Odoo CRM
Entry Level Price$8 Per MonthFree Trial15 Days100%Category Focus
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Insightly is a modern, scalable customer relationship management software for businesses of all sizes. Connecting with customers and creating exceptional experiences is accessible with the Insightly online CRM tool. The CRM system facilitates marketing automation, lead management, and project management allowing businesses to become efficient in CRM strategies. The software is easily customizable ... learn more about Insightly
Entry Level Price$29 Per MonthFree Trial14 Days34%Category Focus
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Act is a leading CRM and marketing automation software for small and midsize businesses. The software accommodates all CRM features to engage customers, like marketing automation, sales force automation, sales pipeline management, customer management, and activity management. The software supports seamless integration with various third-party tools making businesses genuinely customer-centric. Act... learn more about Act!
Entry Level Price$12 Per MonthFree Trial14 Days33%Category Focus
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Keap CRM software is a robust client management and marketing automation software designed for small businesses and startups to govern all CRM activities from one dashboard. The system is powered by features like sales and marketing automation, lead management, contact management, etc. The software’s analytics dashboard enhances CRM strategies with complete insights on leads, marketing campaign ... learn more about Keap
Entry Level Price$40 Per MonthFree TrialN/A20%Category Focus
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Copper CRM software helps businesses focus on growth while taking care of different aspects of sales. It provides automated tools and integrations to regulate recurring tasks and save companies' resources. Customer communication is more manageable with Copper's lead management feature. This feature optimizes email & marketing tools to create compelling customer interactions. Google Workspace CRM m... learn more about Copper
Entry Level Price$25 Per MonthFree Trial14 Days50%Category Focus
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SAP is a reliable customer experience and CRM solution well known for its efficiency and impactful results. The integrated sales force automation facility of SAP helps in building quality sales leads to achieve sales targets. This online CRM’s Lead management feature allows users to collect information from multiple channels and manage leads until the point of purchase. Winning the customers' tr... learn more about SAP CRM
Entry Level PriceContact VendorFree Trial7 Days34%Category Focus
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Agile CRM
All-in-One CRM Software, Sales Enablement + Marketing Automation + Customer Service.
Visit websiteAgile CRM is an all-in-one customer relationship management software that automates sales, marketing, and service under one platform. The free version of this affordable next-generation cloud-based SaaS CRM software can be best leveraged for marketing automation, customer success, lead generation, lead management, and customer service. Track every stage of your sales process, manage projects, auto... learn more about Agile CRM
Entry Level PriceFree versionFree TrialAvailable16%Category Focus
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Salesflare CRM software is a simple yet powerful customer relationship management tool for small and medium-sized businesses. This online customer management tool works best for sales force automation and sales forecasting. With Salesflare, it gets easier to integrate other systems that can help build better relationships and close more sales. Customized dashboards, email automation, seamless inte... learn more about Salesflare
Entry Level Price$23.20 Per MonthFree TrialN/A33%Category Focus
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Pipeline is a perfect CRM system solution for small businesses that is easy to set up, offers seamless integrations, and functions perfectly as a comprehensive sales platform. The CRM software tool helps business owners to get the most out of their CRM strategies with software features like salesforce automation, lead management, and contact management. Building the best customer relationship and ... learn more about Pipeline CRM
Entry Level Price$25 Per MonthFree Trial14 Days34%Category Focus
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Nutshell is an all-in-one solution for businesses of all types. The CRM solution assists the sales and marketing teams of B2B businesses in closing deals successfully with features like sales forces automation, email marketing, and lead management. This customer relationship management software integrates with Google workspace, Mailchimp, Slack, and Microsoft office emails and calendars. Free tech... learn more about Nutshell CRM
Entry Level Price$19 Per MonthFree Trial14 Days25%Category Focus
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Method:CRM is a fully-featured customer relationship management software solution for small businesses. The software is packed with enterprise-level CRM functionalities like contact management, lead management, and sales management, allowing users to strengthen their sales activities and customer experience. The software is highly customizable and backed by free expert guidance. The software’s p... learn more about Method CRM
Entry Level Price$25 Per MonthFree Trial30 Days34%Category Focus
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NetHunt CRM is a well-known online sales force automation tool allowing you to control your sales pipeline. Expanding target audiences and acquiring the market is easy with this CRM, as the device has advanced modules like lead generation and management. Managing leads, organizing data, nurturing customer relations, monitoring sales pipeline, and closing more deals is easier with the NetHunt cust... learn more about NetHunt CRM
Entry Level Price$24 Per MonthFree Trial14 Days25%Category Focus
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Consumers are already exchanging millions of messages with businesses every day — is your sales team ready for the revolution? Kommo adds a whole set of messaging apps to your arsenal, equipping your reps to respond lighting-fast to hot leads and drive more sales. The best part? Now you can write to leads on the messaging app they prefer from the comfort of the lead card. No more app switching. ... learn more about Kommo
Entry Level Price$15 Per MonthFree TrialAvailable80%Category Focus
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Simply CRM
The CRM you will actually use, Gain more customers, optimize your business and earn more money
Visit websiteGain more customers, optimize your business, and earn more money - with Simply CRM. It's the CRM software that you will actually use: Easy-to-use, with visual overviews. All-in-one platform - including CRM, Helpdesk, Financial & Project Management. Also, we are offering free support 24/7 (your local language!).... learn more about Simply CRM
Entry Level Price$15 Per MonthFree Trial30 Days33%Category Focus
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Salesmate is a CRM tool designed to supercharge sales activities and expand customer relationships throughout the sales lifecycle. This CRM tool comprises features like sales force automation, lead management, marketing automation, etc. The software’s ability to create a custom sales pipeline, track sales, automate follow-ups, track high-demand products, and differentiate the software from the r... learn more about Salesmate
Entry Level Price$12 Per MonthFree Trial15 Days33%Category Focus
CRM Software
Introduction to the Buyer’s Guide for CRM Software
CRM (Customer Relationship Management) software provides a 360-degree view of the information related to customers and prospects. It helps in cultivating relationships with the customers and improving the operational efficiency of a business organization.
CRM is consistently augmenting the software market. The driving force behind the growth in CRM solutions is businesses' requirement to manage their data perfectly, provide excellent customer service, and acquire real-time information that can help them make smart decisions and achieve sales goals.
Furthermore, in this competitive business scenario, delivering an exceptional customer experience has become mandatory if you want your organization to sustain and expand. Whether you are planning to invest in your first CRM system or change your existing one, choosing a CRM is a challenging process. Fortunately, this buyers' guide provides you with complete information about CRM, as below, that can help you in selecting the right CRM and achieving your business goals.
What is CRM (Customer Relationship Management)?
CRM is a combination of practices or a strategy followed by businesses to build better customer relationships, improve revenue, and provide a flawless customer experience. CRM enables you to prioritize your customers and helps your organization follow a customer-centric approach, resulting in increased customer loyalty, exponential growth in sales, and ROI.
Why is Customer Relationship Management Important?
To acquire and retain customers, it is important to build and nurture relationships with them. It is quite crucial to 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 so 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 providing exceptional customer service, you need to use the right tools and technology too. A streamlined CRM system deployed in an organization helps the employees who are directly dealing with the customers. It helps sales, marketing, and customer support teams take action in terms of selling, communicating, improving the quality of the products/services, coordinating, and everything else, which can benefit both the customers and the business.
What is a CRM system?
CRM system or customer relationship management system is a tool that helps in improvising contact management, client communication, 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:
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?
Earlier, CRM software was used to store customer data and information, but now, it has changed over the years. Now, CRM software can accomplish many tasks like -
Contact Management: The entire information about the customers, like their contact details, purchase history, payments, preferences, demographics, etc., are stored in one place. It becomes easy to access the required information whenever required.
Lead Nurturing: Keeping track of leads and assigning them to the specific sales team/executive is very important to ensure efficient management and high conversions.
Tasks Management: CRM adds tasks and deals automatically with customer information. It helps in assigning and monitoring tasks in your sales pipeline. Moreover, data updated in real-time ensures that you are accessing the latest information.
Marketing: CRM software assists in the entire marketing and promotion activities like bulk emailing, customer segmentation, inbound marketing, campaign creation, etc., and enhances their effectiveness, helping to achieve sales goals.
Salesforce Automation: CRM software can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, sales team performance tracking, forecasting sales, and many more, which can provide clear visibility of market trends, patterns, and behavior.
Workflow Automation: CRM software can be used to automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, paperwork, and also eliminates the repetition of tasks, and improves accuracy at the same time.
Reporting: CRM software can generate different reports that can provide visibility of overall business from different angles. Whether it is about tracking sales performance or marketing expenses, customer relationship management software can provide quick & accurate reports.
What are the Benefits of CRM Software Solutions?
Real-time and reliable reporting
CRM provides sorted, structured, well-tabulated, and actionable data metrics and reports that help in real-time decision-making related to deals, clients, and potential leads. The visual sales funnels created by CRM applications are trusted resources for sales teams.
Data visualization and organized information
CRM's dashboard gives exceptional visualization of crucial customer data, sales, and lead data on a centralized dashboard. CRM Dashboard can be configured for graphs, tables, charts, etc. Using CRM means keeping all the information about your customers organized to make it more accessible. Every interaction with your customers is identified, documented, and recorded.
Elevates Personalized Communication and Proactive Service
CRM solutions elevate personalized communications by a series of automated emails at various stages of the customer journey and sales process. Many times your customers may have to communicate with different people in your team. In that case, it can become a hassle for the customer if they need to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem as it ensures that everyone in the team has the same customer data.
Automates Repetitive Tasks To Increase Efficiency
There are some tasks like filling out the forms, completing legal formalities, etc., which are monotonous but are vital in a sales process. A CRM helps automate these repetitive tasks and helps your representatives focus on the tasks like closing deals and solving the queries of the customers with tools such as chatbots and automated messaging.
Increases Collaboration and Efficiency Within Multiple Teams
CRM helps in accessing the calendar, emails, phone call details, etc., keeping the multiple teams updated about the information relating to meetings & conferences. Marketing, sales, and customer service teams can easily share valuable data using CRM and accomplish their common goals.
Encourages Smart Decision Making
Miscalculated data accessed from excel sheets or guesswork can lead to wrong decisions and failures. The best CRM tool can provide accurate data in the form of customized reports providing information about your overall business's current status. Based on that, you can design strategies that work and grab the opportunities that yield long-term profitability in your business.
In a Nutshell,
- CRM provides real-time and reliable reporting of customer data and potential leads
- CRM's dashboard gives exceptional data visualization of crucial sales, lead, and customer data
- CRM solutions elevate personalized communication at various stages of the customer journey and sales process.
- CRM automates repetitive tasks with tools such as chatbots and automated messaging to increase efficiency
- CRM tools increase collaboration and efficiency within multiple teams
- The best CRM tool provides accurate data and customized reports that enable smart decisions.
- CRM follows a predictive data-based approach to solve issues proactively
Industry Wise Use of CRM Solutions
CRM Software for Real Estate:
CRM system assists real-estate developers in automating the document approval process, automatically assigning clients to employees for follow-ups, conducting customer analytics, segmentation, workflow automation, and lead scoring. Companies can use top free and open source real estate CRM systems for streamlining their daily workflows. Property developers can build strong relationships with customers by implementing CRM.
CRM Software for Healthcare
CRM solutions for Healthcare make healthcare providers capable of unleashing personalized experience to patients. From onboarding employees to providing self-service options to patients, CRM for Healthcare delivers exceptional results and improves operational efficiencies.
CRM for Software Companies/ CRM for IT industries.
CRM in the IT industry can work wonders when it comes to aligning marketing and sales teams. IT companies can provide the best CX and customer success programs by deploying CRM for the IT sector.
CRM Software for Banking/Insurance/Finance
With digital economies coming into play, CRM for Banking, Insurance, and Finance sectors meet unique challenges in delivering consumer satisfaction. It enables Inter-department data tracking, efficient communication, and funnel-based lead conversion. It helps banks to create valuable customer journeys for their customers.
CRM Software for Retail
CRM for retail software helps retailers to target strategically important customers. It creates an omnichannel selling experience with its SMS, Watsapp, Live chat integration. Most CRM for Retail has 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 the tools for tracking customer interactions, sending proactive responses, offering special discounts, and crafting personalized customer journeys. CRM also helps in a multi-channel advertising and managing customer loyalty.
CRM Software for Media
Media companies can boost revenues across media publications, converge the organization's data, and increase circulation with the help of CRM solutions. CRM assists in conducting budgeting, loyalty analysis, and customer retention.
How CRM software caters to the Below Entities?
CRM Software for Small businesses:
Small businesses' customer base, focus, and scale are entirely different from large enterprises. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small 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 they require stringent data security and privacy features. CRM designed for large enterprises provides robust data safety features and modules needed for various CRM-related tasks.
Who Uses CRM Software?
CRM Software for Sales Teams
A CRM system helps streamline sales teams' work by automating major aspects of their daily workflow. The process involves analyzing sales opportunities, marketing campaigns, communicating with prospects, designing customized marketing strategies evaluating sales team performance, and forecasting sales.
CRM software for Lead Generation Team
CRM solutions for lead generation help you build a customized lead generation funnel for attracting prospects, nurturing their interest, capturing and converting leads.
CRM Software for Project Management Team
CRM applications for project 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 puts the requirements of the customers first. Its job is to collect, segregate, and apply information about the customer and market trends to come up with business strategies benefitting the customers.
Operational CRM:
Operation CRM is focused on recording the interactions with the customers and allowing sales & marketing professionals to access that information and communicate accordingly. It ensures that all the sales opportunities, contacts, and tasks are attended to efficiently at the right time.
Analytical CRM
Analytical CRM is oriented towards analyzing the data required to make informed decisions for future business strategies. For example, an analytical CRM can provide answers to questions referring to the details about the customers positively responding to the previous marketing campaigns. This helps in analyzing the target audience and launching new marketing campaigns accordingly.
Collaborative CRM
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 get full control over it in terms of data and security.
Cloud-based CRM System
A cloud-based deployment, also known as Software-as-a-service (SaaS) or cloud CRM, is hosted by the service provider and can be accessed from anywhere as long as there is internet available. Several companies opt for cloud CRM because of its cheaper setup, low maintenance costs, and quick deployment.
Web-based CRM Software
Web-Based CRM software or online CRM systems can be accessed from anywhere using the internet. These are scalable SaaS-based CRM products.
Open Source CRM Software:
Most open source CRM software has its source code in the public domain. They can be customized easily to fit your needs. They can be downloaded and deployed for various OS platforms: Windows CRM software, iOS CRM software, and more.
How to Choose the Perfect CRM System for Your Business?
There are several CRM tools available in the market, but not all can suit your business. You have to analyze what CRM software can do for you and your sales teams. Below listed are some factors which you need to consider while selecting the right CRM for your business.
Goals
When it comes to analyzing CRM software requirements, you need to understand the problem you need to resolve using a CRM. You need to prioritize your goals to determine which CRM would suit your business type and size. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be of no use. If you are a small business owner, then you can go for CRM software for small businesses.
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 are investing in doesn't require you to provide time-consuming training to your employees or hire new ones to implement it. That would increase your cost and add to your problems instead of solving them.
User Adoption
Regardless of the system you choose, your employees are always resistant to change. This is a common issue faced by most of the organizations that the employees are not ready to get trained or acquainted with the new system. In this case, it is always better to take suggestions from employees before purchasing a CRM tool.
Compatibility to Integrate
Whether it is for social media marketing, email campaigns, or automating any other task, you are already using several tools in your organization. Before buying a CRM tool, you need to check how compatible it is with other tools and how well it can integrate with those systems to make your jobs seamless.
CRM Software Demo
It is always better to purchase a CRM system after using it for a certain time. Ask for a Demo of services for various CRM software packages offered by the vendor. Once you have seen a demo for different pricing plans, you can decide on which one from the available CRM software options will suit your needs. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business or not.
Customized Reports
The customer relationship management software you pick should allow you to generate customized reports as per your business operations and logic. The reports would help you in making informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.
What are the Features of CRM Software?
Contact Management
All the CRM solutions facilitate the users to feed the names, contact information, social media accounts of the customers, suppliers, prospects, etc. But, the important features you need to consider are - the fields should be logically organized. The interface should be appealing and user-friendly, and you should be able to access that information quickly.
Interaction Tracking
It is an important feature when different team members are working with the same contacts. If you don't know what your colleague last spoke to one of your customers, you cannot move on with the conversation with him/her. Customer relationship management software should allow you to view the history of interactions done with the customers to communicate accurately and effectively.
Lead Management
The process of converting leads to users in a smooth manner is important for any type or size of business. Proper lead management can do that. The key to the best selection here is to ensure that the CRM follows the process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.
Integrations
Every business is distinctive, and so is yours. You need to ensure that the CRM you are planning to invest in allows integrating the applications and software you frequently use, like email marketing software, marketing automation software, social media marketing software, etc. If it has the in-built capability to manage the tasks you are getting done by using different tools, that can be a better choice for you.
Document Management
Collecting, storing, and sharing documents from a centralized hub directly benefits your team members and indirectly to your customers. Keeping the entire sales team on the same page helps in providing an excellent customer experience. A centralized hub for knowledge is an asset to an organization, and if your CRM includes that, it definitely can 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. You can easily create and email the quotes/proposals, check the history of contracts with your customers/suppliers, and manage these documents at a centralized location.
Sales Pipeline Management
Want to check the buyers' journey of a specific contact? A CRM allowing you to manage the sales pipeline can help you in that task. You can check each individual's status and progress at each stage of the sales pipeline and design a customized marketing strategy for your prospects for successful conversions.
Workflow Automation
There are several tasks in an organization that needs to be done repeatedly — for example, sending promotional emails, birthday greetings, etc., to your customers. The CRM allows you to automate the workflow and ensures that your sales team focuses on productive tasks instead of utilizing their time in monotonous tasks.
Reporting/Analytics
With the reporting feature, you can generate customized reports relevant to sales figures, individual salesperson or team, customers based on geographical location, buyers' journey, etc. You just need to ensure that the CRM you select allows you to generate customized reports as per your business requirements.
Proactive Approach
CRM allows you to follow a proactive approach based on the predictive data it provides. It helps you in solving the issues before they even arise. For example, from predictive data, if you find that you are not going to get more projects this year, you can follow a proactive approach by hiring more resources required to complete those projects and save your business from disruptions.
Factors to Consider While Evaluating a CRM software Vendor:
After identifying the major factors to consider while selecting a customer relationship management software, the next thing that comes is to pick the right CRM vendor. Here is the list of major aspects that you need to look into while evaluating a CRM vendor.
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 of no use to you if it is not configured properly, and your staff has not been provided training on how to use it. So, when you are asking for other details of a customer relationship management software from the vendor, ensure that you ask whether they would be providing configuration services and training to your employees or not.
Flexibility & Scalability
The CRM vendor you select should be able to provide you with scalable and flexible CRM solutions. Today, if you have opted for an on-premise CRM solution, it is not necessary that you will not need a cloud-based CRM in the future. Moreover, your business is going to grow, and so are your requirements. Your CRM vendor should be ready to match up to your software expectations in the future.
Customer Support
Customer support is required, especially when customer relationship management software has been newly deployed in your organization. You need to ensure that the CRM vendor you have chosen has a local partner network and provides prompt customer support.
Check Reviews
Don't purchase customer relationship management software from any vendor at its face value. Try to purchase the top-rated CRM after checking the customer reviews, which will give you an idea about the quality of the CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or how is the quality of their CRM product? Because once you buy the customer relationship management software from any vendor, you will not be able to change your decision until the purchase period expires.
Average Cost of a CRM System
Most of the CRM system cost is based on a monthly subscription and the number of users. A CRM tool's cost can be as minimum as $5 per month and can go up to $100 per month, depending on its features. For example, you can use services of the CRM software company, such as Asort CRM, by paying only $5 per month, whereas CRM software vendors such as LionO360 CRM will cost you around $100 per month depending on the features you require. If you are not comfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year, or BusinessMan Enterprise, by paying a one-time charge of $11995.
The CRM tools for large enterprises are usually by quote as their requirements are specific, and users can be unlimited. Usually, the more features and the number of users a CRM has, the higher its pricing.
Some CRM solutions are available free for a specific period, thus providing you the facility of using it before you invest in it. The users and features can be limited in the free trial period, but it gives you an idea about whether that customer relationship management software is compatible with your business or not.
Also, there is some free and open source CRM software available in the market, which you can customize and deploy without making huge investments. These free ones might not be having the dynamic and robust features you are looking for, but you can check them out as some of them, like Hubspot and Zoho CRM, can provide many benefits free of cost.
Tips to Successful CRM Implementation
For any organization implementing a CRM system is a challenging task. Many times, companies invest in customer relationship management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below are some tips that can help you in the successful implementation of CRM in your organization.
- Encourage top management to involve and motivate their subordinates to use the CRM.
- Create enthusiasm within the teams to use the software
- Launching the new CRM system by organizing a party or posting motivational information
- Provide detailed usage guidelines of the new CRM system to the users
- Provide sufficient training about using the new CRM tool to your employees
- Be clear with the purpose of introducing a new CRM system in your organization with your employees
What are the Upcoming Trends in CRM?
Leaving history behind, CRM is evolving and will continue to evolve in the future. So, here are some upcoming trends of CRM that you need to consider -
- The use of AI in CRM would increase at an exponential level.
- IoT would be a major advancement in the CRM market.
- Mobility in CRM is here to stay.
- Social media would continue to play a major role in customer relationship management.
- CRMs would become much more user-friendly.
Why Referring to GoodFirms List of CRM Software Can Help?
The competitive landscape of the software world makes it necessary for the buyers to take a deep dive into the core functionalities, modules, and framework of the CRM software solutions before investment. However, unearthing everything on your own requires time, resources, and knowledge of all parameters that should be taken into account before finalizing the vendor. This is exactly where GoodFirms can help CRM software seekers.
Resourceful and inquisitive, the GoodFirms’ software research team analyzes every aspect of the best CRM solutions available in the software world with its unique research strategy. After following the intricate research process, GoodFirms provides the listing of more than 60k software and services with detailed information and 30k+ unbiased reviews. GoodFirms leaves no stone unturned to bring to you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and prices. GoodFirms uses a spectrum of methodologies to perform an accurate analysis of various software vendors before finalizing the top software providers in the market.