Creating a customer is no longer a sole business purpose. Fire or ice, brands need to even work on relational intelligence to lead with a sense. It is the connection that can make a brand more durable and assure a competitive edge. Customer relationship management (CRM) is an act, a process, and a capacity to win customers and lead the market.
This article will first help you understand CRM and then walk you through the 7 top Free and open-source CRM software solutions.
What is Customer Relationship Management?
Leaders are those who run parallel with their customers’ preferences. So, do not undermine your relationship with your customers. Instead, customers will be shifted into a more positive bond with the brand and the company. The tip here is to pick up your customers’ signals by developing a relational radar.
When it comes to maintaining a better relationship with your customers, you need to work on several factors and functions that can help you manage and analyze every touch point of your potential and existing customers throughout the lifecycle. Tracking granular data of your existing and prospective customers can help you maintain a personalized relationship with your customers. The goal is to improve customer service relationships and eventually enhance customer experience. With this comes customer retention, new sales, and business growth. To get this business attitude, you should be liberal with customers.
Can the process of CRM be automated?
Yes, Customer relationship management (CRM) software enables a business to perform limitless business intelligence in an organized process without being stymied by friction, resulting in a better relationship with customers. The math behind having a better customer relationship is workable with CRM software.
Although CRM is not new, the rapid evolution of mobile and social media interactions is forcing many businesses to refresh their customer engagement strategies by managing their data well. Several industry-specific CRM solutions are available today. Chatbots, machine learning, artificial intelligence, the Internet of Things, and virtual reality are the key trends contributing to a better CRM solution today.
Yes, managing customer relationships is critical these days for many obvious reasons. Some of the top customer relationship management software solutions available today can help you resolve this mystery.
Workaround
Managing the often complex sales processes that drive deals to business is a huge task.
Let us see the six crucial steps in the sales process:
- Prospecting
- Preparing or qualifying the leads
- Approaching
- Presenting - Extend value by understanding their wants and desires
- Handling Objections & Closing
- Post-sales support
Studies indicate that many companies are slow in prospecting, identifying, and processing their leads.
The entire process is like playing baseball, where, in order to hit the ball, you don’t have to swing so hard. But, at the same time, if you miss it, you are in trouble. It is all about the timing.
“Missing a lead is worse than losing a lead”
In short, the process demands a bit of alertness.
Simply start using a customer relationship management (CRM) software solution.
In order to track, manage, and engage intelligently with every sales opportunity very closely and with precision, the team should be equipped with a tool that can get their task run smoothly without any friction.
Have a look at the below image;
With CRM, the sales process gets shrunk to only 3 stages due to the automation of several processes.
What are the factors of a good CRM software solution?
Good CRM software moves beyond customer service to customer experience and can perform and automate various functions involving sales force, marketing, location-based services, contact center, workflow, lead management, and analytics. It also uses the power of machine learning and artificial intelligence to capture every touch point, analyze them, and create all possible patterns to retain them. Such software can enhance customer value, business value, and experience value.
What are the types of CRM?
#On-premise CRM ( Self Hosted, License based )
This type of CRM is usually adopted by huge businesses that deal with complex data and a huge level of customer associations. Interested businesses purchase licenses to hold the software on the company’s own servers. It generally involves a huge cost and a prolonged installation process. On-premise CRM works under a restrictive licensing agreement.
#Cloud-based CRM ( Cloud Hosted, Subscription based )
Otherwise, it is called SaaS (software as a service) or on-demand CRM. This system allows an organization to use the CRM without having to license, install, or manage it. The service is completely hosted by a third party. Users will have minimal operational control.
#Open source CRM ( Self Hosted, Free License )
As with CRM software, we have been seeing many major players and their software models. Although they prove to be technically excellent with best-in-class features, including machine learning capabilities, artificial intelligence, etc, many of such top-performing software come with a huge cost tag and licensing agreement. For a cost-conscious organization or for an organization that looks to customize the software as it desires for any purpose, this could be beyond its scope. The only solution is to have the Open source CRM software solution.
Are Open Source CRM Software Models Free?
Open-source CRM models may not be completely free. Buyers will be required to sign a license, which indicates the terms for using and modifying the software. Just an open-source model does not guarantee free software. Users can be charged for software services and other support systems.
So, a Free CRM can be;
- Open Source
(OR)
- Freemium
Free and Open Source CRM Software
Free and Open source CRM software offers unlimited, totally functional customer relationship management, and users can customize it to their requirements. With free and open-source software, you have the advantage of avoiding the huge licensing costs of proprietary software. Another major advantage is that it is totally secure. Also, users can tailor the software to their needs (as the name clearly suggests, anyone can modify, enhance, or add value to the software to make it more workable and efficient). Above all, free and open-source CRM software can be technically excellent and very cost-effective, and many of them are free for unlimited users.
This can be:
- Cloud-based
- Self-hosted
What is a Freemium CRM?
Freemium CRM offers the basic version for free for a limited period and for limited users. As the name suggests, some of the model’s services are free. There is a limitation to storage, contacts, and other extra features. Typically, it is a combination of both free and premium models, and they are mostly cloud-hosted. The idea is to let the users test out the CRM for free for a limited time, and if they wish to continue, they need to pay. In most cases, this becomes a natural next step.
What are the Key features to look for in a CRM solution?
Operational
- Sales automation
- Marketing automation
- Customer service
- Field services
- Digital commerce
- AI-driven functions
Collaborative
- Email integration
- Social media integration
- Mobile
Analytical
- Real-time data collection
- Real-time analysis (consolidate and mine and analyze)
- Reporting
- Robust Dashboard
Functional
- Security
- Efficiency
- Scalability
- Ease of use
Moving further, here are the 7 Best Free and Open Source CRM software available in the market that will help you to determine the right CRM software for your organization.
- SuiteCRM
- Hubspot
- Agile CRM
- Zoho CRM
- Bitrix24
- Freshsales
- Capsule
Have a look at this comparison chart before we take you through each system:
SuiteCRM (Free Open Source & both cloud and Self-hosted)
Developed by SalesAgility, SuiteCRM is the most popular free and open-source CRM software. It is free to download for an unlimited number of users. The solution works both on-premise and in the cloud and provides complete access to the code and database. With nearly 5 million+ users, SuiteCRM is currently available in 70 languages.
Striking Features:
Sales: From lead management to complete control over your accounts and contacts, SuiteCRM provides a 360-degree view. All activities are well organized, and the software allows you to get the most out of your sales funnel.
Marketing: SuiteCRM for marketing allows you to generate campaigns, manage emails, and automate every marketing task easily. It also makes it easier to create new leads and nurture them in real-time. Generating leads directly from social media platforms is much easier with SuiteCRM.
Workflow automation: SuiteCRM comes with powerful workflow automation that enables maximum efficiency in your business functions and processes.
Manage accounts; record and track bugs; schedule meetings, tasks, and calls; manage campaigns; contact management; contract management; document management; events management; lead management; project management; real-time reporting; and workflow management.
Apart from these customer relationship management features, SuiteCRM also offers third-party integrations, add-ons, and customization with utmost security.
This free and open-source CRM makes it easy to manage all communication with prospects, customers, social media followers, co-workers, and partners.
Easy and quick analytics help you to detect areas of improvement.
The self-service portal allows you to manage customer issues easily.
Suite CRM is easily customizable to suit your needs. It integrates with a list of other software easily. The software is robust, fully featured, and scalable. With a number of utility add-ons, the CRM speeds up several processes smoothly. You can even send and receive WhatsApp messages directly in SuiteCRM.
If you are looking for a quick login, the software allows you to do so with one click.
SuiteCRM is safe to use and offers complete value at a much lower cost.
Have you ever tried SuiteCRM? If yes, share your experience with us.
Hubspot (Free & Self-hosted)
Hubspot CRM is 100% free forever and an easy-to-use tool. Investment in Hubspot CRM for your sales and marketing automation process holds remarkable potential for improving business productivity. Users can easily streamline their business process and reduce the inertia involved in each stage, leading to a better customer relationship with this top-rated Free CRM Software.
“GoodFirms particularly recommend HubSpot CRM for startups, small businesses and B2B companies who are keen to integrate their sales and marketing processes”
Striking Features:
Sales: Whether you are a team of one or a thousand, Hubspot allows you to work with 1,000,000 contacts at a time.
By leveraging AI, this software sales software that software allows you to have a real-time view of your entire sales funnel on a visually clean dashboard. Users can automatically track customer interactions and log every granular data that will contribute towards your sales growth. Also, users can chat with prospective customers in real-time using a number of sales productivity and pipeline management tools that are free to use with Hubspot CRM.
Marketing: Trimming the turn-around time of each of your marketing activities leads to huge time and cost savings. Hubspot’s CRM enables streamlining and optimization of your marketing programs efficiently and in real-time. Customized information about your recent conversation with a customer, social media activities, emails, and other activities are easily listed right within the CRM dashboard. Filter and save for a custom view and easy access for the future.
Turbo-charge your marketing activities with Hubspot CRM, including campaign, email, and contact management with live chat and bot.
Workflow automation: Hubspot CRM automates almost all the time-consuming tasks you do every day and every minute. This accelerates the process and sets a level of accuracy.
Analytics: Analyzing and modeling customer behavior can help you better understand your customers. It also helps you collaborate efficiently with potential customers and offers them contextual data to generate better sales. Hubspot CRM is designed to help you carry out a set of analytics about your customers.
The software enables automated Login, real-time metrics, and best integrations. Moreover, every module of Hubspot CRM is powerful on its own and more powerful when combined with the other modules.
Have you ever tried Hubspot? If yes, share your experience with us.
Agile CRM (Free & both cloud and Self-hosted)
Trusted by 15000+ customers, Agile CRM is an all-in-one, affordable, and next-generation customer relationship management software. The company has been periodically adding new features to make it friendlier and more efficient. Agile CRM is one of the most popular free and open-source software packed with features that are essential to push your business forward.
(Source: AgileCRM)
Striking Features:
Sales: Agile CRM automatically tracks and updates contacts in real-time. With a 360-degree contact view, the CRM lets you work on high-value tasks and conversions. Right from appointment scheduling to post-call activities, the software stands as an essential tool to perform and automate all your day-to-day sales activities. Users can close more sales with a single-page contact management facility and automate scheduling, manage tasks with a drag-n-drop facility, and collaborate easily with Agile CRM.
Marketing: Whether acquiring new customers or maintaining existing customers, a functional CRM will be a huge help. Agile CRM automates key functions of a marketing team, streamlines the process, and increases efficiency. It can be operated right from a mobile phone. With effective analysis, it lets you run marketing campaigns that actually get results.
Agile CRM is compliant with Google Tag Manager (GTM), so tracking your marketing goals with GTM is simple with this software. Moreover, the Chatbot facility stands as a highlight of Agile CRM.
Agile CRM is GDPR compliant. It lets you answer customer questions via live chat and has built-in email templates. Users can even generate automated emails and social campaigns right within the CRM. Other key features include scheduling appointments with a synced calendar.
The facility of mobile CRM and multi-software integrations makes this free and open-source software a popular, powerful, and free CRM system for acquiring, maintaining, and serving customers.
Have you ever tried Agile CRM? If yes, share your experiencewith us.
Zoho CRM (Free & both cloud and Self-hosted)
Zoho CRM is multi-channel CRM software that allows users to engage with prospects, automate sales and marketing functions, and close more deals quickly and economically. Currently empowering nearly 250,000+ businesses worldwide, this free and open-source CRM tool helps build and maintain exceptional customer relationships. Moreover, Zoho CRM Plus is a tool that enables you to operate sales, marketing, and customer service, all from one centralized online platform, facilitating the delivery of exceptional experiences to every customer.
Striking Features of Zoho CRM :
Sales: Zoho CRM will put you in complete control of your customers and sales leads on the go. It is very easy to track your contacts, share information, and follow up with them in a timely manner without any friction. With the easy integration of your email system with Zoho CRM, it is much simpler to identify and share trends that matter to your contacts, spot opportunities, and increase efficiency with less time spent. The software allows you to combine social media interactions with your sales process. All you have to do is just connect, engage, and make the sale.
Marketing: Zoho CRM eliminates unnecessary interruptions by structuring your marketing activities and makes you more productive.
Analytics: Analytics help you visually identify future opportunities and anomalies. Zoho CRM’s real-time intelligent predictive AI tool enables its users to gain insights about various trends, including customer interactions, preferences, trends, activities, interested marketing campaigns, social media interactions, email responses, and much more about your customers. Also, Zoho CRM’s SalesSignals feature lets you understand and analyze other performances, including marketing campaigns, field sales performance, and much more, to help you make informed predictions on future trends.
AI assistant: Zia is an intelligent conversational AI assistant that insanely notifies Zoho CRM users and comes in handy to manage several business functions on the go. Ask anything like, “Get me the number of leads this month,” “What is the revenue to date this year,” and much more.
Integrations: Zoho CRM is integrated with several other software and tools, thereby aligning you well with other productivity functions required to propel your business forward.
Live Chat: Segment your visitors and easily chat with them in real-time with Zoho CRM.
Apart from the above-mentioned features, Zoho CRM is packed with powerful AI features to help you reach out to your customers and leads at the right moment and engage with them relevantly across every channel without any friction.
Have you ever tried Zoho CRM? If yes, share your experience with us.
Bitrix24 (Free & both cloud and Self-hosted)
Bitrix24 is a comprehensive free and open-source customer relationship management software solution with automation capabilities. It is available in both on-premise and cloud formats. Unlike other CRM software, the free version of Bitrix24 supports unlimited users and 5 GB of online storage.
(source: Bitrix24)
Striking Features:
Sales: When it comes to sales, managing all your daily activities, right from sorting your customers, targeting, creating quotes, generating leads, communicating with them, managing their interactions on social media, etc, have to be done with utmost efficiency. With a feature-rich set of automotive facilities and an intuitive interface, the Bitrix24 CRM enables its users with a 360-degree view to organize and track all interactions with existing and potential customers, clients, partners, and other contacts easily and efficiently. Moreover, the software also supports the users with a free AI-powered sales assistant CoPilot.
Analytics: Your CRM needs to perform analytics regularly to track your conversions and impressions. Bitrix24 CRM provides superior analytics service and pretty much everything you need to predict your customers' future moves and preferences.
Security: With two-factor authentication, Bitrix24 is a safe CRM offering the utmost security to data.
Marketing: Bitrix24's marketing tools and features offer distinct facilities to automate every aspect of marketing easily.
One of Bitrix24's unique features is its Integrated call center. The chat widget makes it easier to automate several customer touchpoints. The software is also available as an app, enabling complete mobility for its users.
In short, Bitrix24 is a reliable, free, and open-source CRM that is workable across industries and roles and serves the need for mobility, productivity, collaboration, automation, management, and measuring them effortlessly. 4,000,000+ members are already using this software. The self-hosted version of Bitrix24 comes with API, CMS, and source code. Users can easily customize and integrate the software with other tools. For convenience, Bitrix24 also has the mobile version.
Have you ever tried Bitrix24? If yes, share your experience with us.
Freshsales (Free & cloud-based)
Freshsales is a fully featured AI-powered, free, and open-source CRM software. Freshsales CRM Sprout is a free forever startup plan. Performing both your sales and marketing activities with utmost transparency is the need of the hour. Freshsales CRM allows you to automate workflows simply, effectively, and efficiently.
Striking Features of Freshsales CRM:
Sales: Freshsales offers total visibility of your sales pipeline by automatically capturing your visitors and leads and assigning them the right sales member. Reach out to your leads with the right offering and make informed calls to action, all within one single interface. Gain 360-degree customer view, access their social profile, schedule appointments, track tasks, and follow your leads in a more structured way with Freshsales CRM. The software allows you to view all your contact details, including phone conversations, email conversations, social media interactions, etc, all in one single dashboard.
Marketing: Freshsales CRM allows you to know your visitors in real-time and launch your marketing campaigns using behavior-based segmentation without missing a beat in a more productive way. With a chronological timeline view of each activity, it gets easier to pick up the moment and act quickly with Freshsales CRM.
Analytics: With Freshsales, you can analyze your interactions with your leads and customers and forecast them with in-depth reports. Trendline report is one such analytical report generated by Freshsales that gives users better visibility of the progress of their sales strategies.
Integration: Freshsales integrates with many of your favorite apps.
Freshsales mobile app allows you to perform all your sales and marketing activities from anywhere and at any time.
Have you ever tried Freshsales CRM? If yes, share your experience with us.
Capsule (Free & cloud-based)
Capsule CRM has a modern, fully functional, and intuitive interface. This cloud-based CRM is ideal for small to medium-sized businesses and startups to manage customers, leads, vendors, partners, and other contacts. It is easy to use, free, and open-source CRM, and its users rate it well. The software currently comes with an AI Assistant.
Striking Features:
Sales: With Capsule CRM, users can manage their complete sales pipeline, including tracking deals, sharing quotes, and following them up with easily organized emails, notes, and documents, all in one place. It lets you create tasks and assign them with complete control of all deadlines and achievements. Its integration with multiple tools is yet another important aspect of multitasking sales activities. With configurable filters, users can generate reports with real-time data.
Marketing:Capsule CRM’s marketing automation features are strong, and this puts the software on par with some of the best-paid CRMs, such as Salesforce and Infusionsoft. From following your contacts on social media platforms to managing your campaign deadlines, Capsule CRM helps you be more productive with all your marketing activities.
Integrations: A really important aspect of Capsule CRM is its integration with G Suite. This free and open-source CRM also easily integrates with Google Apps and a range of third-party tools, like MailChimp or Zendesk, the accounting tool Xero, and document signing tools like Right Signature. Its Gmail add-on allows users to store their email conversions easily right within Capsule CRM.
Combine Teams & Roles is yet another unique feature of Capsule CRM that lets users segment team members and assign roles to have more control over data access.
Some of the bright updates that make this CRM ideal include a better calendar, improved navigation, drag-and-drop, and a week-wise review of your tasks.
Capsule CRM is available on mobile platforms and on smartphones.
Have you ever tried Capsule CRM? If yes, share your experience with us.
The CRM software solutions mentioned above are no doubt the best and have their unique features. But, if you are looking for a CRM that can fit your future needs, then Salesforce CRM is the one-stop solution. After all, the majority of the future customers are predicted to be millennials and Gen Zs. Convincing them to commit to a product is not going to be easy unless you have built-in systems to automate functions to help you efficiently handle the process. Salesforce CRM can be the right choice as it is fully customer-focused.
Salesforce CRM
(Image source: Salesforce)
CRM categories offered by Salesforce CRM;
- Sales Cloud
- Marketing Cloud
- Service Cloud
- Analytics Cloud
- Data Cloud
- Community Cloud
- App Cloud
Salesforce offers a complete range of features and functionalities.
(Image source: Salesforce)
Key features:
- Fast and easily customizable dashboard
- Built-in Intelligence
- Automated workflows
- Auto-generated insights
- Calendar & Task
- Contact Management
- Customer support management
- Sales management
- Marketing management
- Collaboration Tools
- Automated Email generation
- File Management
- Reporting
Building and nurturing customer relationships is easier with Salesforce Customer 360, a scalable and secure AI CRM platform. Salesforce is sure to elevate your business to the next level. Interestingly, Salesforce offers a free 30-day trial to all new prospective users.
Besides the discussed free and open source CRM solutions, there are premium and popular CRM solutions that need special mention as they offer extended features and capabilities to help businesses consistently maintain strong customer relations while elevating their sales and marketing performances.
List of Popular CRM Solutions
Keap
Since 2001, Keap has gained popularity for being an all-in-one CRM software solution with robust sales and marketing automation capabilities to simplify the growth of small businesses and startups. More than 200,000 small businesses rely on this tool for task management, data storage, email follow up, employee onboarding, contact segmentation, sales/marketing engine creation, personalization, etc., ensuring better visibility, cost-effectiveness, and time efficiency. Dedicated mobile numbers, lead capture and management, text marketing, lifecycle automation, powerful drag-and-drop builder, automated invoicing, etc., are some of the unique features of this software application. After a 14-day free trial, the premium pricing of Keap starts from $249 per month, billed annually.
Zendesk Sell
Zendesk Sell is a modern CRM software used by over 100,000 customers from 160 countries to boost their pipeline visibility, build data-driven teams, and enhance their sales. This centralized tool is easy to set up and comes with a mobile app, email intelligence tools, activity reporting, customizable sales dashboards, contact and deal management, and many more functions to help businesses sell smartly and efficiently. Its comprehensive real-time activity tracking features are great for sales managers in easily tracking various representatives' tasks, including calls made, completed tasks, collaborations, leads, contacts, deals, etc. A 14-day free trial is available to test the software, and paid versions start from $19/user per month, billed annually.
Apptivo
Apptivo is a leading name when it comes to affordable CRM solutions that offer next-generation features to ensure seamless customer experiences. Over 200,000 companies in 194 countries rely on Apptivo to fulfill their invoicing, project management, lead management, contact management, quotation, communication and various other sales related needs. It offers extensive customization capabilities, mobile app support, integration with 50+ business apps, workflow automation, intelligent sales dashboards, report scheduling, advanced data security, custom reports, and various other features to simplify the overall sales processes from lead capture to feedback. After a 30-day free trial, the paid plans start from $15/user per month, billed annually.
CRM.io
CRM.io is an all-in-one CRM platform that sales managers, marketers, customer service teams, operations managers, and business owners use to optimally manage sales, marketing and customer support operations from a single easy-to-use interface. Lead management, centralized deal management, lead creation, sales automation, document management, CRM telephony, pipeline management, actionable sales analytics, etc., are some major features of this CRM tool. Functionalities of email finder, call center dialer, SDR, and lead generation tools come inbuilt with this tool. Premium versions start from $7.74 per month, billed annually.
Industry-wise list of CRM Software Solutions
CRM Software for the Manufacturing Industry
Global manufacturing industry is definitely reaping the benefits of customer relationship management software to elevate the performance of sales and marketing functionalities, monetize ERP, optimize customer service and more. Here is a list of popular CRM for the manufacturing industry;
Salesmate
Among the topmost CRM solutions for the manufacturing industry, Salesmate is a well-known software leveraged to improve the productivity, profitability, and efficiency of the manufacturing sales process. Manufacturing firms of all sizes use this centralized system to manage price list orders, campaigns, and leads, forecast demand, gather real-time analytics, track performance, predict sales, and do many more functions. Additional features of this tool include in-built calling, streamlined lead management, and field-based permissions. The software is available to use for a 15-day free trial, and paid plans start from $23/user per month, billed annually.
Insightly
Since its incorporation in 2011, Insightly has been a powerful CRM platform for manufacturing firms in eliminating data silos, time & resource wastage, and rapidly closing business deals. Manufacturers can create real-time data dashboards, customize manufacturing workflows, centralize customer data, quickly collaborate with teams, understand complex organizational relationships, and monitor progress with this easy-to-use, scalable and flexible software. Moreover, Insightly supports integration with 1200+ apps, robust security measures, process automation and improvement, quotes customization, etc., to simplify the complex manufacturing tasks. Features of this tool can be tested through its 14-day free trial after which the premium pricing starts from $29/user per month, billed annually.
Flowlu
When it comes to an unified CRM tool for the manufacturing industry, Flowlu is another top-notch platform that manufacturing companies can use to easily manage manufacturing projects, cultivate strong customer relations, and streamline operations for greater efficiency. Clear financial reports, real-time project monitoring and tracking, production timeline management, cashflow documentation, user-friendly dashboards, time tracking, and knowledge management are some other features that make it unique for the manufacturing firms from the competition. The software is available in both free as well as paid versions, starting from $29 per month, billed annually.
CRM Software for the Retail Industry
In the retail industry, it is very critical to have reliable CRM software that comes with enhanced capabilities for integrated workflows, order, contact management, omnichannel support, etc. Retail professionals can easily perform tasks like customer segmentation, leads tracking, customer profiling, integrated payment options, order history, filters, lead tracking insights, etc. Such systems are also optimal to swiftly personalize user experience, track sales performance, automate time-consuming operations, etc. Below mentioned are some of the most popular CRM systems for the retail industry as follows;
SAP CRM
SAP CRM is a significant tool for the retail businesses to improve time to market, get better visibility, and serve best omnichannel retail experiences to customers. Small as well as big retailers rely on SAP CRM to streamline order fulfillment, improve reverse logistics, set up personalized marketing campaigns, quickly respond to queries, and adopt a circular business model. In addition, the software also comes equipped with tons of features to easily link people, processes, and data, enable proper identity and access management, acquire real time insights, and leverage AI for customer experience management. Sales and marketing tasks that require minimal human intervention can also be automated and optimized with SAP CRM.
SuperOffice
Since its inception in 1989, SuperOffice has been assisting the retail industry improve its revenue, sales effectiveness, and communication between customers, suppliers and stores. Its robust AI capabilities can be used to instantly generate custom images, write creative content, speed up ticket response, craft CTAs and headings, etc. For retailers, features like a comprehensive overview of key stakeholders, insightful dashboards, accurate forecasting, centralized data, customizable workflows, targeted offers and promotions, ERP integration, advanced reporting, supplier management, etc., could drastically improve the CRM operations. The pricing for SuperOffice starts from €64/user per month, billed annually.
Telagus
Telagus is gaining more popularity as a trustable CRM tool that retailers of all sizes and types can use to efficiently manage their leads, monitor sales, track products, and do many more functions with ease. From easily managing the purchase history of products, suppliers, and customers and integrating all business data into one system to generating pipelines and streamlining prospecting activities, this software suite serves as an all-in-one system for retailers to align their focus with only the essential growth drivers. This software is quite different from competitors in terms of quote builder, invoicing, integrated chat, staffing, marketing performance metrics, Telagus Forensics, call tracking, etc. The paid plans of Telagus start from £15.00/month, billed annually.
CRM Software for the Finance Industry
CRM solutions are already disrupting the finance industry in terms of client and lead management, segmented marketing campaigns, improved customer interactions, and delivering tailored experiences and services. A finance CRM can automate emails, support built in calling, optimize sales and marketing, offer sales intelligence, streamline team collaboration, track performance metrics, etc., ensuring better results and revenue. Notable finance CRM are as follows;
Sugar CRM
Trusted by over millions of users worldwide, Sugar CRM is a top-notch software solution to personalize financial planning services, optimize client management, and consolidate customer data. Credit unions, insurance firms, and commercial banking rely on this tool to automate customer onboarding, identify growth opportunities, send custom messages, streamline multi-stakeholder processes, and do much more with ease. Furthermore, integration with a huge number of add-ons and emerging technologies like AI, ML, and GenAI is also supported to tremendously improve the functioning and productivity of the sales team. It is available from a starting price of $19/user per month, billed annually.
TeleCRM
For the finance industry, TeleCRM acts as a standalone CRM system to manage leads, phone calls, WhatsApp messages and meetings from a centralized place. It offers robust features for sales management, automation, reporting, sales activity tracking, WhatsApp notifications, Excel upload, payment creation, click to call, call recording, agents dashboard, bulk lead edits, triggers and workflows, sales reports, etc. Banks, fintech firms, insurance companies, investment firms, stock brokers, etc., can greatly benefit from this CRM solution as it can facilitate seamless operations and help efficiently deliver personalized services. The paid pricing starts from $7.13 /user per month, billed annually.
Creatio CRM
Trusted by several businesses, Creatio CRM is an end-to-end, easy-to-use and AI-powered no-code CRM software to rapidly convert leads, close more deals, and personalize the engagement and experiences. This finance CRM software can seamlessly manage customer information, support cross-selling, visualize analytics, orchestrate client journeys, centralize data and applications, and help establish strong alignment between IT and business teams. It comes with Creatio Copilot, a virtual assistant for digitizing workflows, deploying Gen AI use cases, building no-code apps, etc. Both free and paid versions of this software are available with prices starting from $25/user per month, billed annually.
CRM Software for the eCommerce Industry
The eCommerce industry deals with a huge number of orders, leads, and sales on a daily basis and managing it manually has become nearly impossible. A CRM solution can benefit the eCommerce industry in such scenarios that can easily organize all the existing business and prospect data in an effective manner. In addition, features such as customer history, personalized marketing, inventory management, customer profiling, workflow automation, automated alerts, etc., significantly help eCommerce businesses maintain strong connections with future prospects and existing customers. Following are the major eCommerce CRM systems;
Omnisend
Omnisend is a powerful CRM software with automated email marketing and seamless integration capabilities to help eCommerce businesses sell and grow more. Preferred by over 100,000+ eCommerce businesses, this automated software can automatically collect, analyze and utilize consumer data to take your business to the next level. Drag and drop email builder, pre-built automation workflows, targeted campaign creation, integrated SMS marketing, push notifications, dynamic discount codes, omnichannel marketing, etc., are some notable features that eCommerce professionals can leverage to enhance customer engagement. Besides a free plan, the premium pricing starts from $19 per month.
Nutshell CRM
Another all-in-one CRM system that the eCommerce industry can benefit from is Nutshell CRM. Enhanced workflow automation, data centralization, team collaboration, sales automation, insightful reporting, email automation, contact management, lead attribution, etc., are some features that can help eCommerce firms better understand their customers, accurately map customer journeys and serve personalized experiences. Its Nutshell AI capabilities are best to summarize zoom call inscriptions, create email content, translate text, etc., increasing the overall system productivity. Besides a free trial of 14 days, the premium plans start from $16/user per month, billed annually.
CentraHub CRM
In the list of end-to-end CRM platforms for the eCommerce industry, CentraHub CRM is a prominent name to nurture leads, build more connections, make data-driven decisions and streamlining sales and marketing functions. This seamless, cloud-based software supports advanced analytics, website integration, customer engagement, customer journey monitoring, store segmentation and categorization, etc., making it easier for eCommerce companies to identify, prioritize and qualify potential leads. The premium plans of CentraHub CRM starts from $6.55/user per month, billed annually.
CRM Software for the Healthcare Industry
Healthcare industry is critical to the success of an economy and a CRM software is a crucial requirement to effectively serve the patients. CRM solutions are beneficial for the healthcare professionals in building a complete patient profile, capturing and segmenting inquiries, identifying patient needs, etc., to ensure a hassle free and richer medical experience. Leading customer relationship management software are as follows;
Best Notes
Best Notes is a feature-rich CRM platform that healthcare professionals can leverage to better track their leads and inquiry activities. It can track phone calls and emails, set follow up reminders, track incoming/outgoing referrals, automatically alert staff in case of new leads, and much more. Features such as telehealth, billing, patient portal, medications, ePrescribing, eMar, etc., are available. Apart from these, it also supports integration with Salesforce, offers mobile apps for Android/iOS, and can generate robust reports. The premium packages of this software start from $11.50/user per month, billed annually.
PharmaData
When it comes to top healthcare relationship management software, PharmaData deserves a special mention. It is a web based CRM software to simplify the complex administrative tasks in the healthcare industry. A wide range of features such as document management, sample management, route planner, virtual customer visit, integrated monitoring, commission analysis, schedule monitoring, intelligent offline mode, fully automated data sync, etc., are available to enhance the productivity of the overall organization.
Actium Health
In the list of premium AI-driven healthcare CRM solutions, Actium Health is a notable name that can boost meaningful engagement, maximize lifetime patient value, generate accurate insights, optimize campaign deployment, and streamline many more relationship management related tasks. This AI CRM solution is powered by advanced behavioral algorithms, clinical propensity models, and powerful analysis features. These features and models help the healthcare organizations easily identify growth opportunities, fill care gaps, predict patient needs, prioritize patient outreach, deliver real time reporting metrics, monitor campaign performance, etc., directly improving the communication and coordination with patients.
CRM Software for the Real Estate Industry
A real estate CRM software acts as a centralized platform to manage and organize sales, client relationships, leads prospects, etc. Real estate businesses and professionals of different types can use CRM solutions for improved performance tracking, better lead management, consolidate data management, automate marketing campaigns, data visualizations, drafting sales processes, etc. By leveraging a CRM software, real estate businesses can easily prioritize their leads, organize contacts, and speedily close their deals, ensuring maximum returns on investment. A few noteworthy real estate CRM are as follows;
Wise Agent
Since 2002, Wise Agent CRM software has been assisting the real estate industry identify potential customers, rapidly close deals, and streamline workflow and communication. For small to big real estate businesses, extensive features for lead generation, contact management and automation, team collaboration, personalized conversations, reporting, transaction management, activity tracker and checklist triggers, designed to optimize the sales and client communication processes. The affordable pricing plans start from $49 per month.
Lofty
When it comes to growth driven AI-powered CRM solutions for the real estate industry, Lofty is a popular tool for automating marketing campaigns, capturing more leads, raising brand awareness, and maximizing team collaboration with a single, easy-to-use software. A few unique features of this real estate CRM include intelligent IDX, social media marketing, dynamic CMA, marketing automation, lead generation through multiple channels, etc., are helpful for real estate agents, brokers, and teams in streamlining their sales.
Follow Up Boss
With more than 25 million leads handled every year, Follow Up Boss or FUB is a top-notch CRM system designed to scale the sales and marketing efforts of real estate businesses. Team leads, agents, ISAs, and solo agents leverage this real estate CRM to easily organize leads, keep control of client data, automatically pull leads from 250+ sources, assign leads to the team, view calls and text messages, etc. The intelligent AI capabilities of FUB are great to summarize calls and transactions on the go. The paid versions start from $58/user per month, billed annually.
Conclusion
Customer relationships feed business growth.
The global customer relationship management market is likely to touch USD 262.74 billion by 2032. A huge level of demand for the CRM solution is currently coming from both big and small companies. The capacity to carry out businesses with ease can be the biggest advantage of CRM software. The new genre of customer experience is highly challenging. Moreover, the ability to complete sales cycles quickly and cost-effectively and the ability to retain customers for the future are forcing companies to embrace the available CRM solutions in the market.
Customer relationship management - CRM is one of the fastest-growing software in the market. It can be said with certainty that good customer relationship management software solutions will continue to retain
their hegemony today and for a better part in the future. The free and Open Source CRM software solutions will take over the largest share.
Well, if you have yet to adopt a CRM, it is high time you get it. Almost 91% of the businesses today are using CRM. While evaluating the best CRM software solutions, it is ideal to go by your requirements and business goals. If you are already using a CRM solution, look for options to go mobile.
If you have already used any of the above-listed software, then do not hesitate to share your opinion with us.
