Best CRM Software

Are you looking for CRM software for your business? Here is a list of the best customer relationship management systems that GoodFirms' research team exclusively handpicked. 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 best customer relationship management software list, easily compare products, and check the features and pricing. Also, check the verified user reviews for the CRM system listed here.

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List of Best CRM Software

  • Nimble

    The Simple, Smart CRM for Office 365 and G Suite Teams.
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    Nimble CRM enriches contacts with social and business data, streamlines workflows, and works across all channels. Ideal for relationship-focused sales professionals, solopreneurs, and business teams. A relationship-focused CRM for your entire team. Easy to use, works in your Outlook/Gmail inbox, social, and web. The top features of Nimble CRM are Relationship Management, social profile making & en ... read more about Nimble

    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Category Focus
    34% in CRM Software
  • Freshsales

    Accelerate your revenue with context-driven sales
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    Freshsales is a cloud-based CRM that helps the sales team to close more deals faster & never stop selling. With Freshsales' mobile app, you can easily track your sales pipeline, manage your contacts, and automate your sales process from anywhere. You can also collaborate with your team on sales activities and track your progress toward your goals. And Freddy AI’s contact scoring feature helps yo ... read more about Freshsales

    Entry Level Price
    Free version
    Free Trial
    Available
    Category Focus
    20% in CRM Software
  • 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 ... read more about Copper

    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    Category Focus
    50% in CRM Software
  • LeadSquared

    Lead Conversion Platform for Your Business. Discover a new way to run high-velocity sales.
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    Leadsquared is a powerful CRM tool for small and large businesses. The CRM tool puts organizations at the top of their customer management strategies with features like marketing automation, lead management, and sales management. The tool is customizable and works across various industries, from real estate CRM to healthcare CRM. This modern-day sales automation CRM tool enhances the sales funnel ... read more about LeadSquared

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    20% in CRM Software
  • ZoomInfo

    The leading business contact database
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    ZoomInfo empowers business-to-business sales, marketing, and recruiting professionals to hit their number by pairing best-in-class technology with unrivaled data coverage, accuracy, and depth of contacts. Find and connect with your ideal customer. Empower each phase of go-to-market with technology, integrations, and automation. Hit your lead gen, sales, and revenue goals. ... read more about ZoomInfo

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    33% in CRM Software
  • InfoFlo

    Own your data simple, Affordable CRM.
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    InfoFlow is a perfect CRM solution for SMEs. The software offers all basic CRM features at an affordable price. Users can harness the power of tools like document management, task management, and project management through its add-on options. This easy-to-use CRM tool allows customization by adding custom fields like drop-down menus, check boxes, text fields, etc. This customer relationship softwa ... read more about InfoFlo

    Entry Level Price
    $30 Per Month
    Free Trial
    30 Days
    Category Focus
    100% in CRM Software
  • Oorwin

    Sales CRM tailored for staffing and consulting businesses.
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    Oorwin, a San Francisco based SaaS platform offers a diverse suite of products across Recruitment, Sales, and HR to foster productivity and growth for staffing agencies and consulting companies. Built upon nearly a decade of research and experience, Oorwin is poised to change the traditional practices of hiring, sales, and customer experience with its ease of use and simplicity. Oorwin is a unique ... read more about Oorwin

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Category Focus
    25% in CRM Software
  • BenchmarkONE

    All-in-one CRM and marketing automation software built for the way you work.
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    BenchmarkOne helps small and medium-sized businesses to stay organized in CRM. The user-friendly CRM tool unifies all sales and marketing activities from a common platform. With built-in marketing automation and email marketing, the software allows users to stay connected with customers and optimize business opportunities. Live activity feed, deal pipeline management, unlimited users, etc., are no ... read more about BenchmarkONE

    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    Category Focus
    33% in CRM Software
  • ONTRAPORT

    All Your Marketing Automation Tools in One Place
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    ONTRAPORT provides a comprehensive business and marketing automation platform targeted at the specific needs of entrepreneurs and small businesses. With ONTRAPORT as their partner, entrepreneurs and small business owners can quickly and easily start, systemize and scale their businesses on a powerful platform integrating the marketing, sales and business applications they need when they need it. O ... read more about ONTRAPORT

    Entry Level Price
    $79 Per Month
    Free Trial
    14 Days
    Category Focus
    25% in CRM Software
  • Accelo

    Automating professional service operations.
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    Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are wi ... read more about Accelo

    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    Category Focus
    15% in CRM Software
  • Vtiger CRM

    Close more deals, boost sales team productivity, and reduce time to make a sale.
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    Vtiger CRM is an easy-to-use, affordable CRM that can help businesses of all sizes close more deals, improve their customer satisfaction, and grow their business. It is packed with features that will help you track your leads, manage your pipeline, and close more deals. With its unique features and latest developments, Vtiger CRM is the perfect tool for businesses that want to close more deals, im ... read more about Vtiger CRM

    Entry Level Price
    $12 Per Month
    Free Trial
    15 Days
    Category Focus
    80% in CRM Software
  • Workhub Tasks

    WorkHub Tasks Supplement Your Customer Support Efforts
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    WorkHub Tasks can speed up request processing and issue resolutions by streamlining internal processes like service requests or IT supports. Beyond keeping track of what is happening inside your organization, you can improve your customer experience by blending support channels and resolving issues at any time. Workhub Tasks is a simple information sharing and helpdesk ticketing software with real ... read more about Workhub Tasks

    Entry Level Price
    $39 Per Month
    Free Trial
    N/A
    Category Focus
    20% in CRM Software
  • NetSuite CRM

    NetSuite Customer Relationship Management
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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 ... read more about NetSuite CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    25% in CRM Software
  • NetHunt CRM

    Push the boundaries with our Gmail CRM for sales and marketing.
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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 ... read more about NetHunt CRM

    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    Category Focus
    25% in CRM Software
  • Marketing Creatio

    Multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue
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    Marketing Creatio is a holistic multichannel marketing management software powered by out-of-the-box best practice processes delivering demand generation excellence. It is a robust marketing automation software powered by out-of-the-box best practice processes for efficient lead management – from demand generation to lead nurturing, to final hand-off to sales. ... read more about Marketing Creatio

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Category Focus
    50% in CRM Software
  • CompanyHub

    Fully customizable CRM software with Sales Bots.
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    CompanyHub is specialized CRM package which is fully customizable to any industry type.  A very easy to use CRM similar to excel with user friendly features which is so productive that you can enter or view all the information from the same page, customize the reports/data on the fly and automate all the boring unproductive task so that your sales reps can concentrate on what exactly matters – ... read more about CompanyHub

    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    Category Focus
    50% in CRM Software
  • Deskera is an all-in-one integrated CRM and marketing automation software. Right from organizing contacts to quickly creating activities, following up with the leads at the right time, managing sales with the visual pipeline, and collaborating on deals directly are easily possible right within Deskera CRM. Due to its unique and advanced customer management features, Deskera is an ideal CRM tool fo ... read more about Deskera CRM

    Entry Level Price
    $29.00 Per Month
    Free Trial
    15 Days
    Category Focus
    100% in CRM Software
  • vCita

    Organize your entire business on one management platform
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    vCita makes running your business a breeze: Easily keep track of your interactions with customers by keeping notes & viewing clients' payment history from a friendly dashboard. Manage your billing in no time by sending branded estimates, invoices & receipts. Send automated payment reminders to avoid late payments. Look like the big boys: create sleek email & SMS campaigns. Empower clients to sched ... read more about vCita

    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Category Focus
    18% in CRM Software
  • Flowlu

    We Help Your Business Processes Flow Smoothly
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    Flowlu CRM software is designed for small businesses to streamline sales operations, along with a particular focus on project management and task management. This all-in-one business management system includes the necessary tools to make effective decisions. This CRM software is integrated with sales force automation, financial management & invoicing for robust workflow. The free Flowlu version of ... read more about Flowlu

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Category Focus
    20% in CRM Software
  • Travcrm

    Best Travel CRM Software For Travel Agency
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    A travel operator needs to oversee and fulfill the needs of their clients in a hurry. Travel CRM programming allows you to facilitate and smooth out the whole task through a solitary stage. A travel CRM needs to oversee various pieces of the visit. This incorporates ticket booking for the executives, travel coordination, convenience, and everyday planning for the board, and so on. Rather than inde ... read more about Travcrm

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Category Focus
    100% in CRM Software
  • WorkWise helps companies like these reach new levels of success using our innovative ERP and CRM software. Let us show you how our solutions can grow your business too. OnContact's intuitive new interface is designed to streamline navigation, boost user adoption and increase productivity. OnContact's responsive interface adjusts seamlessly across all browser sizes and mobile devices. ... read more about Oncontact CRM

    Entry Level Price
    $65.00 Per Month
    Free Trial
    14 Days
    Category Focus
    100% in CRM Software
  • Scoro

    End-to-End Work Management Software for businesses.
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    Scoro is a CRM & work management software that allows companies to control their entire workflow from one place. You'll get everything needed to manage your business: project/work/task management, contact database & CRM, customer cards & activity logs, sales pipeline, quoting and billing, advanced reporting, real-time dashboards, and more. Comprehensive work management software for consultancies, ... read more about Scoro

    Entry Level Price
    $26 Per Month
    Free Trial
    14 Days
    Category Focus
    10% in CRM Software
  • Streak

    CRM in your inbox, Manage your sales pipeline inside Gmail
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    Streak CRM was awarded the Google Technology Partner of the Year in recognition of fully integrated CRM and deep, powerful integration with all of G Suite - Gmail, Calendar, Drive, and Sheets. They have Managed buyers & sellers from Gmail and also covered Native Android and iOS apps directly built into Gmail on the web and mobile. Open API integrates with G Suite and Zapier to connect your Streak ... read more about Streak

    Entry Level Price
    Free version
    Free Trial
    Available
    Category Focus
    50% in CRM Software
  • SuiteCRM

    Open source CRM application for businesses.
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    SuiteCRM’s revolutionary Hosted Service ends per-user charging, ends charging for premium features & ends vendor lock-in. Take back control & scale CRM throughout your business at massively reduced cost without fear of hidden charges. Know your customer by creating a central repository for all your customer data enabling you to gain key insights that can be used to enhance and nurture your busin ... read more about SuiteCRM

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Category Focus
    33% in CRM Software
  • Nutshell CRM

    All in one CRM solution that helps B2B teams
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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 ... read more about Nutshell CRM

    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Category Focus
    25% in CRM Software
  • Apptivo

    SOFTWARE THAT GROWS WITH YOUR BUSINESS
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    Apptivo, an easy CRM is the best pick for your business with multiple options that offer flexibility. Apptivo's Kanban view presents you with the real-time status of the leads and opportunities to run the sales cycle effectively. it helps to Create custom views, layouts, and fields that simplify your workflow with greater ease. Most of the configurations in Apptivo are Drag & Drop and toggles to e ... read more about Apptivo

    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    Category Focus
    13% in CRM Software
  • Kommo

    Messenger based sales crm software
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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. ... read more about Kommo

    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    Category Focus
    80% in CRM Software
  • Highrise is a simple CRM, built by Basecamp and launched on March 20, 2007. Over the past 11 years, it’s grown to become a multi-million dollar business with a loyal customer base. Highrise is the just-right, more thoughtful way to track leads and manage follow-ups in the office or on the go. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful w ... read more about Highrise

    Entry Level Price
    $24.00 Per Month
    Free Trial
    30 Days
    Category Focus
    50% in CRM Software
  • Orgzit

    All the right tools you’d need to do awesome work.
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    Orgzit provides the power of enterprise CRM with the flexibility of Excel Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application. We help customers question the status-quo and improve the sales process on a continuous ongoing basis. Ch ... read more about Orgzit

    Entry Level Price
    $199 Per Month
    Free Trial
    14 Days
    Category Focus
    50% in CRM Software

Buyer’s Guide

Introduction to the Buyer’s Guide for CRM Software

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

CRM is consistently augmenting the software market. The driving force behind the growth in CRM solutions is businesses' requirement to manage their data perfectly, provide excellent customer service, and acquire real-time information to help them make smart decisions and achieve sales goals.

Furthermore, delivering an exceptional customer experience in this competitive business scenario 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 challenging. Fortunately, this buyers' guide provides you with complete information about CRM systems, as below, that can help you select the right CRM system and achieve your business goals.

What is CRM (Customer Relationship Management)?

CRM 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.

Frequently Asked Questions

What is CRM database and how It can help your business?

A CRM database is a centralized location where businesses store the data that companies generate while managing and interacting with customers. The data includes contact information, purchase history, and communication records. CRM databases are well organized and searchable, so authorized personnel can easily find the necessary information. CRM can help improve customer service, marketing, and sales.

What is mobile CRM and why is it required for businesses?

Mobile CRM is a software application that can access information on mobile devices. It's an application for businesses of all sizes. Mobile CRM Apps can help companies to improve customer service, increase sales and marketing.

How to use CRM software?

CRM software is implemented for robust customer relationship management. Start by setting up a dashboard. Then, customize your CRM per your industry and business's needs and get all sales employees on board. Import all customer contacts, details, deals info, vendor info, etc. You can also integrate CRM software with other tools such as Zapier, ERP, POS, Social Media, etc.

How does CRM software improve customer satisfaction?

With CRM software, customer service becomes quick and easy. If your customer comes with a problem, and your representatives don't have important information, like their past purchases, payments, etc., at their fingertips, it may take a lot of time to solve their issues. Providing quick resolutions to your customers' problems can help improve customer services, ultimately enhancing customer satisfaction.

What makes a successful CRM implementation?

Encourage top management to involve and motivate their subordinates to use the CRM software. Provide detailed usage guidelines for the new CRM system to the users. Provide sufficient training about using the latest CRM software to your employees. Be clear about the purpose of introducing a new CRM system in your organization with your employees.

What are the benefits of using CRM software to manage deals?

CRM software helps identify deal opportunities, capture deal-related data, track progress, and positively close deals. CRM system also helps analyze sales for profitability and the possibility of success.

What is Customer Relationship Management (CRM) software designed to do?

Customer relationship management software is the set of applications that provide technologies companies need to practice, strategize, manage, and analyze customer interactions and related customer data throughout the customer lifecycle. The software increases sales, creates more leads, and helps keep customer satisfaction levels at the pinnacle.

How much does a CRM system cost?

CRM software costs can range from $5 or low per month to as high as $100 per month or more per user, depending on the CRM system's functionalities and usability. You can also deploy free and open-source CRM software without making huge investments.

How to leverage AI-enabled CRM software for robust security?

AI-enabled CRM software can detect any infiltration attempt, forged entries, bogus customer data, and security issues in the database. It also mitigates the security challenges associated with cloud-based CRM.

How easy is CRM software to use?

Using a CRM system depends on the user's experience and is easily understood CRM. They also come with installation guides, FAQs, troubleshooting, technical support, and feature guides for easy onboarding.

How do organizations identify their customers across systems?

A CRM system that stores, organizes, and manages customer data helps an organization's sales and marketing teams accurately identify and recall customer data across all channels.

Who are the best-rated CRM Software on GoodFirms?

GoodFirms has listed 390+ CRM Software based on reviews & ratings, here are Best-rated CRM Software:

  • Funnel CRM - (5/5 Ratings, 6 Reviews)
  • Dolibarr - (5/5 Ratings, 5 Reviews)
  • InfoFlo -  (5/5 Ratings, 4 Reviews)
  • Solid Performers CRM - (4.9/5 Ratings, 36 Reviews)
  • EngageBay - (4.8/5 Ratings, 13 Reviews)

What is a CRM System?

A CRM system is a customer-centric platform that centralizes and automates tasks related to sales, marketing and customer service. It offers comprehensive functionalities including contact management, sales pipeline management, marketing automation, customer service automation, reporting and analytics and more.

Who is the Cloud-based CRM Software on GoodFirms?

The Cloud-based CRM Software on GoodFirms, based on verified client reviews and ratings, includes:

  • Simply CRM - (5/5 Ratings, 43 Reviews)
  • HubSpot CRM - (4.4/5 Ratings, 116 Reviews)
  • Mailchimp - (4.3/5 Ratings, 176 Reviews)
  • Zoho CRM - (4.3/5 Ratings, 72 Reviews)
  • Salesforce CRM - (4.3/5 Ratings, 51 Reviews)

Who are the free CRM Software on GoodFirms?

The Free CRM Software on GoodFirms, based on verified client reviews and ratings, includes:

  • SarvCRM - (5/5 Ratings, 1 Review)
  • Agile CRM - (4.6/5 Ratings, 5 Reviews)
  • Freshsales - (4/5 Ratings, 5 Reviews)
  • openCRX - (4.5/5 Ratings, 2 Reviews)
  • Odoo CRM - (4.5/5 Ratings, 2 Reviews)

Who are the best CRM for small businesses on GoodFirms?

The Best CRM Software for Small businesses on GoodFirms, based on verified client reviews & ratings, include:

  • Oncontact CRM - (4.8/5 Ratings, 3 Reviews)
  • Vtiger CRM - (4.5/5 Ratings, 4 Reviews)
  • VS CRM - (4.5/5 Ratings, 2 Reviews)
  • Bitrix24 - (4.4/5 Ratings, 16 Reviews)
  • InsureCRM - (4.4/5 Ratings, 7 Reviews)

Who is the best CRM for Marketing Automation on GoodFirms?

The Best CRM for Marketing Automation on GoodFirms, based on verified client reviews and ratings, include:

  • Simply CRM - (5/5 Ratings, 43 Reviews)
  • HubSpot CRM - (4.4/5 Ratings, 116 Reviews)
  • Mailchimp - (4.3/5 Ratings, 176 Reviews)
  • Zoho CRM - (4.3/5 Ratings, 72 Reviews)
  • Salesforce CRM - (4.3/5 Ratings, 51 Reviews)
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