Best CRM Software

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

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

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

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

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Jan 19, 2026
590 Software

List of the Best CRM Software & Systems

  • Close

    5.0 5 Reviews Verified

    Close CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting ... read more about Close

    Close Reviews

    Most complete & easy-to-use CRM reviewed by: Joe Gatto
    Entry Level Price
    $49 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    70% in CRM Software

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

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

    Reviews
    What User‘s Say
    Close is a powerful and easy to use CRM
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai
    Straight to the point and no added mess
    David Lee, Manager at CPD Online College
    Highly recommended
    Michael Kaiser-Nyman, President at Epicodus
    Review Summary

    Close has an intuitive user interface and is supercharged by its many available integrations. We leveraged the Zapier integration and in doing so automated a good portion of the work we were previously doing manually. It was as if we added another member to our team. Highly recommend

    Erik Zahnlecker
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $49 Per Month
    Visit website

  • Taskeo

    4.8 5 Reviews Verified

    Taskeo strives to become a go-to tool for all those companies that grew tired of using several apps to manage their activities. Businesses of all kinds can easily adopt it, making Taskeo ... read more about Taskeo

    Taskeo Reviews

    Taskeo solidifies our workflow, it's our go-to tool for project management. reviewed by:
    Entry Level Price
    $5 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    10% in CRM Software

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

    Key Details
    Industries
    • Hospital-health-care
    • Human-resources
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Serves as a reliable tool to keep everything in check.
    Taskeo is just Brillant, polished and feature-rich, scheduling software.
    Surendra Jha
    Taskeo they have an excellent customer service team and they resolved my issue quickly and efficiently.
    Kendall Hargraves
    Review Summary
    Taskeo's Appointment Scheduling feature has been a game-changer for our team, particularly in ensuring our clients are well-informed about upcoming meetings. With busy schedules, the risk of forgetting these crucial tasks is high, but Taskeo has effectively addressed this issue by automating reminders. Integration with the CRM has allowed us to maximize sales opportunities, providing a seamless experience for both our team and clients. It's important to note that each module comes with a separate charge. This could pose a consideration for those on a budget, as subscribing to all modules may not be feasible. Taskeo has incorporated essential features, and the convenience of Zoom, Stripe, CRM integration, and time tracking adds to its overall appeal. I must say I'm overall satisfied with the solution, and I haven't encountered any major issues. For those considering Taskeo Appointment Scheduling, I highly recommend this tool.
    Anonymous

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $5 Per Month
    Visit website

  • Agile CRM

    4.6 5 Reviews Verified

    Agile CRM is an All-in-One CRM software that supercharges your sales, marketing, and service. Agile CRM's unique features and latest developments help businesses close deals faster in a number of ways. For ... read more about Agile CRM

    Agile CRM Reviews

    Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses. reviewed by: Anonyms User
    Entry Level Price
    $9.99 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    15% in CRM Software

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

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

    Reviews
    What User‘s Say
    Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses.
    Anonyms User
    Agile CRM is an Affordable, Easy-to-Use Platform and has been great for building our business
    Jorge Vivar, Creative Director at Mode
    Decent CRM
    Robin Jennings, Internet Marketing/ Web Consultant at We Push Buttons
    Review Summary
    It is one of the best and easy-to-use tools that allow automating complicated tasks that are helpful for the marketing sector like automating emails and appointment scheduling. It has more knowledge-based functionalities and features like building landing pages, generating reports, capturing forms and customers data precisely and some more features can be added after upgrading to another plan. They provided online training videos to support our work process. Overall, it is a great marketing tool to boost the sales of businesses.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $9.99 Per Month
    Visit website

  • Nimble

    4.1 5 Reviews Verified

    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. ... read more about Nimble

    Nimble Reviews

    Nimble is a software that helps us track relationships with our consumers. reviewed by: Lorie Carson, Founder at RealPeopleFinder
    Entry Level Price
    $24.90 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    34% in CRM Software

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

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

    Reviews
    What User‘s Say
    Nimble is an industry-leading CRM for contact management solutions.
    Anonyms User
    Nimble is essential in helping our small team with this vital aspect of our business
    Evan McCarthy, CEO at Sporting Smiles
    Allows me to understand my prospects thoroughly
    Mason Culligan, Founder and CEO at Mattress Battle Inc.
    Review Summary
    Nimble is a perfectly good CRM tool for social sales and marketing that allows small businesses to store and organize all the contacts for follow-up reminders and to generate new leads. It easily incorporates Office 365 and some Google apps. This app provides great interaction between the customers and also it is very cost-effective. Its enhanced CRM systems are integrated with the communication power of social media and collaborative tools. Nimble has some nice features like Quotes, list management, customer support, referral tracking and many more.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $24.90 Per Month
    Visit website

  • Copper

    4.0 5 Reviews Verified

    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 ... read more about Copper

    Copper Reviews

    Getting Better Each Quarter reviewed by: John Ripley, National Seminar Speaker, Federal Employee Retirement Income Expert, Safe Money Advocate at Smarter Retirement Solutions
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Mac
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Reviews
    What User‘s Say
    Amazing Integration with Google Apps
    Ben Camp, CEO at RehabPath
    My Trademark Firm is Organised thanks to Copper
    Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
    Neutral with Copper
    Alex Gary, President at Alex Gary Communications Inc.
    Review Summary
    I love the Google Apps integration, and used Copper (then Prosperworks) for close to 2 years. I ended up getting a really great offer to use a competitor and switched but I would definitely recommend Copper to anyone. I ran into some problems with the email tracking being buggy, and I think their intro price doesn't include enough features to compete well with their competitors.
    Ben Camp
    Ben Camp, CEO at RehabPath

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $25 Per Month
    Visit website

  • LeadSquared

    3.8 5 Reviews Verified

    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 ... read more about LeadSquared

    LeadSquared Reviews

    LeadSquared is an all-in-one marketing automation solution that allows its users to acquire customers online and manage sales. reviewed by: Anonymous User
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Email Integration
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-software
    • Education-management
    • E-learning
    • Financial-services
    • Higher-education
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    LeadSquare is a business friendly CRM which is easy to understand and use.
    Commitbiz, Founder and CEO at Commitbiz LLC
    Great to manage landing pages
    Arpan Shah, Founder at Intricare Technologies
    Simplicity of Leadsquared as a Marekting Automation Software
    Haresh Pansuriya, Digital Marketing Lead at iQlance Solutions
    Review Summary
    We have been using their CRM for lead capturing and nurturing. So far we have converted a good number of leads from cold to hot leads.
    Commitbiz
    Commitbiz, Founder and CEO at Commitbiz LLC

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

  • ZoomInfo

    3.8 5 Reviews Verified

    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. ... read more about ZoomInfo

    ZoomInfo Reviews

    Great resource reviewed by: Karen Forester
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Lead Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Amazing Platform!
    Mariam okla
    ZoomInfo Helps me Close Deals
    Gabby Abbas
    Best tool for clean contacts
    Joe Fuller
    Review Summary

    ZoomInfo is one of the best platforms I have invested in for my Inside Sales team. This has really helped us build up our contact database. We have gotten deeper into accounts that we weren't able to before because of the information we were able to find in ZoomInfo. We have also built relationships with those that we did not have before. Highlight recommend this to anyone interested, especially those in a sales role.

    Mariam okla
    Mariam okla

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • InfoFlo

    5.0 4 Reviews Verified

    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 ... read more about InfoFlo

    InfoFlo Reviews

    InfoFlo is a feature-rich CRM solution to manage customer relations designed to improve business productivity. reviewed by: Anonyms User
    Entry Level Price
    $30 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    40% in CRM Software

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

    Key Details
    Industries
    • Banking
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Retail
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    InfoFlo is an all-in-one and easy-to-use CRM software that is perfect for a management solution to track and manage contacts automatically.
    Nathan Mendez
    Inflo CRM has solved many issues that we have faced in our organisation by simply streamlining the usual process.
    Anonyms User
    Inflo CRM has solved many issues that we have faced in our organisation by simply streamlining the usual process.
    Anonyms User
    Review Summary
    I like this software for giving us all information related to customers such as emails, contacts and other records. This software can be accessed online which makes it a great choice for teams that are working remotely. It is useful for small to midsize all kinds of organizations. It is easily integrated with other systems.
    Nathan Mendez
    Nathan Mendez

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $30 Per Month
    Visit website

  • Oorwin

    5.0 4 Reviews Verified

    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 ... read more about Oorwin

    Oorwin Reviews

    Complete AI-enabled effortless platform reviewed by: M.S Varma, Sr. IT Recrutier at Gallega Software Solutions
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Contact Vendor
    25% in CRM Software

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

    Key Details
    Industries
    • Human-resources
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies

    Reviews
    What User‘s Say
    Excellent UI
    Ashwin Kumar
    Excellent Software
    Syed Mukthar (Max)
    Excellent
    Deekshith Deekshith, Senior Human Resources Recruiter at Yochana IT Solutions INC
    Review Summary
    Posting jobs is super easy Smart candidate search & ranking facility Excellent customer support
    Ashwin Kumar
    Ashwin Kumar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • nTireCRM

    5.0 4 Reviews Verified

    nTireCRM is a 100% web-based Customer Relationship/Incident/Lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, etc. CRM Software in India is the unique ... read more about nTireCRM

    nTireCRM Reviews

    Best CRM software reviewed by: Aarvesha L, Project Manager at Diligent Auto (P) Limited
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Reviews
    What User‘s Say
    SunSmart Global’s OxyCustomer/nTireCRM is a powerful CRM that simplifies sales and customer tasks.
    HR at Oxycloud
    crm streamline customer relationship
    jennifer c, Administrator at Redington Limited
    nTireCRM is a good software to automate support system of your business.
    Rekix Jhon
    Review Summary
    I explored the Customer Relationship Management software (often referred to as OxyCustomer / nTireCRM) showcased by SunSmart Global on their international product page. Their CRM offering is designed to help businesses manage customer relationships, leads, interactions, workflows, and sales processes across multiple channels and platforms Feature-Rich CRM Core: The platform offers a wide range of CRM capabilities such as contact & lead management, pipeline visualization, campaign support, mobile access, and workflow automation — all essential for modern CRM processes. Real-Time Analytics & Dashboards: You get graphical reports and business dashboards for visibility into sales and customer data, which supports data-driven decisions. Multi-Device Access & Integration: It supports desktops, laptops, tablets, and mobile devices, and integrates communications like SMS and email directly into the CRM workflows. Customizable Workflow Features: Tools like dynamic field managers
    Anonymous
    HR at Oxycloud

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    Visit website

  • ICTCRM

    5.0 4 Reviews Verified

    ICTCRM is the modern unified communications integrated Customer Relationship management (CRM) software system for running any type of Business. ICTCRM is designed to operate at a high level of security that could ... read more about ICTCRM

    ICTCRM Reviews

    ICTCRM — A Unified CRM & Contact Center That Actually Works reviewed by: Ellsa John
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Telecommunications
    Licensing & Deployment
    • Open Source
    • On Premises
    • Web-based
    • Linux
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • ICTCRM user guide
    • ICTCRM Installation guide

    Reviews
    What User‘s Say
    ICTCRM Review: A Complete Unified Communication CRM Solution
    Anonymous
    Good Wrok ICTCRM and easy to use
    Waheed Asgar, Project Development Manager at SouleWell House
    ICTCEM User
    Sheraz Ameer khan, Developer at BMC Software
    Review Summary
    My overall experience using ICTCRM has been very positive. The platform effectively combines CRM functionality with unified communication features, allowing calls, SMS, fax, and customer data to be managed from a single interface. This significantly improves workflow efficiency and reduces the need to switch between multiple systems. The system is stable and performs well even under heavy usage, which makes it suitable for call centers and businesses handling high communication volumes. Features like call logging, contact management, campaign handling, and API integrations add real operational value. The user interface is logical and easy to navigate once configured properly.
    Anonymous
    Anonymous

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • One-Time Payment
    Vendor pricing page

    Integration
    Integrated With
    • ICTBroadcast
    Visit website

  • BenchmarkONE

    4.8 4 Reviews Verified

    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, ... read more about BenchmarkONE

    BenchmarkONE Reviews

    BenchmarkONE is a cloud-based and all-in-one CRM solution that helps businesses grow with sales and marketing software. reviewed by: Anonyms User
    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    33% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Reviews
    What User‘s Say
    BenchmarkONE is an all-in-one sales and marketing software that is suitable for small to large businesses.
    Hayden Norris
    BenchmarkONE is a customer relationship management system with a strong emphasis on sales and marketing automation for small organizations.
    Anonyms User
    Best choice to automate your sales funnels and the CRM operations.
    Anonyms User
    Review Summary
    We use BenchmarkONE from start to finish for all our customer interactions, and it has been a real game changer. Very intuitive interface and makes sharing information so easy. It has all the essential features we needed for marketing. It is 100% better than the alternatives that I have used. Incredibly powerful tool and a must-have for anyone interested in automation or generally making life easier.
    Hayden Norris
    Hayden Norris

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $79 Per Month
    Visit website

  • ONTRAPORT

    4.8 4 Reviews Verified

    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 ... read more about ONTRAPORT

    ONTRAPORT Reviews

    ONTRAPORT is a business automation software designed to help entrepreneurs to understand the market and manage an online business. reviewed by: Chandler Stephens
    Entry Level Price
    $79 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    25% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    • Education-management
    • Health-wellness-fitness
    • Information-technology-services
    • Management-consulting
    • Marketing-advertising
    • Professional-training
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Reviews
    What User‘s Say
    ONTRAPORT’s marketing automation suite that allows creating automation for any aspect of the customer lifecycle.
    Matt Field
    One of the most robust platforms
    Cynthia Harder, Virtual Assistant and Owner at Simplify Virtual Solutions
    Overall Experience: Great
    Vishal Bhatia
    Review Summary
    This is the best software ever. My experience is very good with it. It has a lot of extensions through Zapier. All features are great. I am using the free plan and this software on the go when I need to check contacts and past conversations or reply using one of the templates. Helps to keep track of your business easily. It is easy to use for me, considering it’s my first exposure to marketing automation software.
    Matt Field
    Matt Field

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $79 Per Month
    Visit website

  • Accelo

    4.8 4 Reviews Verified

    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 ... read more about Accelo

    Accelo Reviews

    Great Process Management Software reviewed by: Kimberley Maunder, SEO & CRO Specialist at Klyp
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    15% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Animation
    • Architecture-planning
    • Civil-engineering
    • Construction
    • Design
    • Environmental-services
    • Graphic-design
    • Legal-services
    • Management-consulting
    • Marketing-advertising
    • Professional-training
    • Research
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • eBooks
    • White Papers
    • Calculators

    Reviews
    What User‘s Say
    Accelo is an all-in-one software that is used by professional service businesses to manage their client work.
    Callie White
    Very fast streamlined time entry
    Alex Chandler, Network Systems Engineer at ieMentor Corporation
    Best tool to setup and manage retainers for clients
    Randy Mitchelson, APR, Vice President Sales & Marketing at iPartnerMedia
    Review Summary
    Finally found what I have been looking for a long time. I love the software that it’s pretty straightforward. You can import your customers from your contacts and it is the best thing!! It is designed very beautifully and is simple to understand and easy to use.
    Callie White
    Callie White

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Plus
    $24 Per Month
    Premium
    $39 Per Month
    Visit website

  • LionO360

    4.8 4 Reviews Verified

    LionO360 is a CRM, Inventory & Field Management Software. LionO360 CRM is a unified suite assisting sales, inventory, and customer service teams to deliver extraordinary customer experience and accelerate every step of ... read more about LionO360

    LionO360 Reviews

    Smarter CRM, Stronger Teams reviewed by: Rash, Project Coordinator at DigitalAgency
    Entry Level Price
    $19 Per User
    Free Trial
    Available
    Pricing Type
    Per User
    33% in CRM Software

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

    Key Details
    Industries
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Webinars
    • On-Site Training

    Reviews
    What User‘s Say
    Exceptional Product
    Payal Srivastava
    A Reliable CRM That Grows With You
    Shourabh Sharma, Project Manager at Packshot studio
    Best Company
    LionoBytes, Manager at LionO360
    Review Summary
    I recently had the privilege of working with LionO360 for a website development project and I couldn't be more satisfied. The team demonstrated professionalism and expertise, delivering a sleek, modern, and functional website on time and within budget. Their customer service was exceptional.
    Payal Srivastava
    Payal Srivastava

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

    Integration
    Integrated With
    • PayPal
    • FedEx Ship Manager
    • Intuit Mailchimp
    • OneDrive
    • Dropbox
    • Google Drive
    • QuickBooks Desktop Enterprise
    Visit website

  • Vtiger CRM

    4.5 4 Reviews Verified

    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 ... read more about Vtiger CRM

    Vtiger CRM Reviews

    And All-in-One CRM and Support Suite reviewed by: Jose Quintero, Support Services Manager at GB Advisors, Inc.
    Entry Level Price
    $12 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    80% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Reviews
    What User‘s Say
    Great product for all valuable business. !!
    Avinash Yaduka, Director at YADUKA GROUP
    One Stop solution for Growing Companies
    Saurabh Saxena, Product Operations & Marketing at InterviewBit
    VTiger CRM Review
    Abhinav Mahajan, Co-founder at Helfis
    Review Summary
    It is an amazing product where all Sales, Project and service can be maintained very well. It help all roles of organisation.
    Avinash Yaduka
    Avinash Yaduka, Director at YADUKA GROUP

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    One Growth
    $12 Per Month
    One Professional
    $30 Per Month
    One Enterprise
    $42 Per Month
    Visit website

  • Workhub Tasks

    4.5 4 Reviews Verified

    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 ... read more about Workhub Tasks

    Workhub Tasks Reviews

    All-in-one and excellent help desk ticketing system. I absolutely love it! reviewed by: Sirina Dany
    Entry Level Price
    $39 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • File Management
    • Lead Management
    • Reporting

    Key Details
    Industries
    • Computer-software
    • Consumer-services
    • Education-management
    • E-learning
    • Entertainment
    • Events-services
    • Executive-office
    • Facilities-services
    • Security-investigations
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Reviews
    What User‘s Say
    Effective task management system for your organization
    Anonymous
    All-in-one and excellent help desk ticketing system. I absolutely love it!
    Abdul Rehman, Marketing Executive at Coeus Solutions
    One of the best software for task management and employees collaboration
    Umar Saleem at R-act
    Review Summary
    Absolutely love it! I sincerely appreciate the effort put into it. It aids me in keeping everything organized and separated by category. I can easily track the records and verify the status of pending tickets
    Anonymous
    Anonymous

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $39 Per Month
    Visit website

  • NetSuite CRM

    5.0 3 Reviews Verified

    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 ... read more about NetSuite CRM

    NetSuite CRM Reviews

    NetSuite CRM is an enterprise-level, integrated and complete CRM solution for small and midsized organizations to manage their sales information. reviewed by: Anonyms User
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in CRM Software

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

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

    Reviews
    What User‘s Say
    It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting.
    Josh Peters
    Netsuite CRM is a best fit for our firm as it satisfies all our needs starting from the Leads to Customer support.
    Anonyms User
    Review Summary
    NetSuite is a cloud accounting software within an ERP platform that eases the process of getting data and tracking transactions, taking records of payables as well as receivables. It is good for all sizes of businesses as it provides accurate reporting on time and gives you full control over financial things. Our firm is using this software to generate the view of customers and sales.
    Josh Peters
    Josh Peters

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

  • NetHunt CRM

    5.0 3 Reviews Verified

    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 ... read more about NetHunt CRM

    NetHunt CRM Reviews

    Great for small teams reviewed by: Richard Rothbauer, CEO at ABN+Analytics
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    35% in CRM Software

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

    Key Details
    Industries
    • Automotive
    • Construction
    • Electrical-electronic-manufacturing
    • Financial-services
    • Law-enforcement
    • Legal-services
    • Leisure-travel
    • Management-consulting
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Reviews
    What User‘s Say
    Best CRM so far
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Easiest to use CRM in Gmail
    Lina Lugova, Head Of Marketing at EPOM
    Review Summary

    I tried both well-known CRMs and tried to develop my custom solution, but none of them did their job perfect. I am fully dependant on GSuite apps in my job: Google Calendar, Hangouts, Docs, Sheets, and NetHunt helped me to organize a mess created during the years of managing 100+ clients.

    Volodymyr Denysenko
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $24 Per Month
    Visit website

  • Marketing Creatio

    5.0 3 Reviews Verified

    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 ... read more about Marketing Creatio

    Marketing Creatio Reviews

    Marketing Creatio is ready to use the platform to automate marketing campaigns and help to manage customers’ journeys. reviewed by: Priyanka Rawal
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    50% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies
    • Whitepapers

    Reviews
    What User‘s Say
    Marketing Creatio is a multichannel marketing CRM platform that is helpful to orchestrate customer journeys and accelerate lead-to-revenue.
    Anonymous User
    If you’re looking to automate all your CRM operations then Creatio is the perfect choice for you.
    Lucas F. Cole
    Review Summary
    Only a couple of months in but I gotta say that I am super grateful for this marketing solution. Works great, with lots of features that conveniently let you leverage a full customer profile with detailed history. I like how Its all features made it possible for me to complete my complex marketing task easily and effortlessly.
    Anonymous User
    Anonymous User

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • CompanyHub

    5.0 3 Reviews Verified

    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 ... read more about CompanyHub

    CompanyHub Reviews

    CompanyHub is a SaaS-based, fully customizable business-related CRM application for task management, useful for sales teams. reviewed by: Anonyms User
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Automotive
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Insurance
    • Marketing-advertising
    • Nonprofit-organization-management
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Reviews
    What User‘s Say
    It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations.
    Anonyms User
    CompanyHub is one of the best CRM I have ever come across and I have been using it for quite a while now and I can not get enough of it.
    Anonyms User
    Review Summary
    Excellent time-saving and efficient accounting software I have seen till now. No more manual entry and other time-consuming tasks after implementing this software as it works like a pro. You can turn this software according to your need as it is highly customizable software. I am using this for creating records, sending emails and other managing accounts. The great thing about this software is it provides a 360-degree view so now I can view all processes in one place.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Deskera CRM

    5.0 3 Reviews Verified

    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 ... read more about Deskera CRM

    Deskera CRM Reviews

    Deskera CRM is all-in-one business software designed to help you manage your sales and support processes from a single system without any hassle. reviewed by: Anonyms User
    Entry Level Price
    $29.00 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Case Studies

    Reviews
    What User‘s Say
    Deskera CRM software provides Deskera books section which is online accounting software for companies to keep their account information active and organised.
    Anonyms User
    A software that allows employees to work productively on the web and on the phone.
    Anonyms User
    Review Summary
    A powerful accounting software that allows you to create and send invoices, and bills and track other financial transaction reports like payments and expenses. It is a customisable software system and it has more than 100 templates and lots of designs for creating invoices. It easily integrates with lots of essential apps to automate every task.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $29.00 Per Month
    Visit website

  • Flowlu

    5.0 3 Reviews Verified

    Flowlu CRM is a versatile platform tailored for small and medium businesses, offering streamlined sales and client management. Beyond basic CRM functionalities, Flowlu provides comprehensive tools for lead tracking, pipeline management, client ... read more about Flowlu

    Flowlu Reviews

    Flowlu is a modern work management software that offers professional online tools for high-level project and product management. reviewed by: Taylor Santos
    Entry Level Price
    $0 One-time
    Free Trial
    14 Days
    Pricing Type
    Per User
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Airlines-aviation
    • Alternative-dispute-resolution
    • Alternative-wmedicine
    • Animation
    • Apparel-fashion
    • Architecture-planning
    • Arts-crafts
    • Automotive
    • Aviation-aerospace
    • Banking
    • Biotechnology
    • Broadcast-media
    • Building-materials
    • Business-supplies-equipment
    • Capital-markets
    • Chemicals
    • Civic-social-organization
    • Civil-engineering
    • Commercial-real-estate
    • Computer-network-security
    • Computer-games
    • Computer-hardware
    • Computer-networking
    • Computer-software
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • Cosmetics
    • Dairy
    • Defense-space
    • Design
    • Education-management
    • E-learning
    • Electrical-electronic-manufacturing
    • Entertainment
    • Environmental-services
    • Events-services
    • Executive-office
    • Facilities-services
    • Farming
    • Financial-services
    • Fine-art
    • Fishery
    • Food-beverages
    • Food-production
    • Fundraising
    • Furniture
    • Glass-ceramics-concrete
    • Government-administration
    • Government-relations
    • Graphic-design
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Import-export
    • Individual-family-services
    • Industrial-automation
    • Information-services
    • Information-technology-services
    • Insurance
    • International-affairs
    • International-trade-development
    • Internet
    • Investment-banking-venture
    • Investment-management
    • Judiciary
    • Law-enforcement
    • Law-practice
    • Legal-services
    • Legislative-office
    • Leisure-travel
    • Libraries
    • Logistics-supply-chain
    • Luxury-goods-jewelry
    • Machinery
    • Management-consulting
    • Marketing-advertising
    • Market-research
    • Mechanical-or-industrial-engineering
    • Media-production
    • Medical-device
    • Medical-practice
    • Mental-health-care
    • Mining-metals
    • Motion-pictures-film
    • Museums-institutions
    • Music
    • Nanotechnology
    • Newspapers
    • Nonprofit-organization-management
    • Oil-energy
    • Online-publishing
    • Outsourcing-offshoring
    • Package-freight-delivery
    • Packaging-containers
    • Paper-forest-products
    • Performing-arts
    • Pharmaceuticals
    • Philanthropy
    • Photography
    • Plastics
    • Political-organization
    • Primary-secondary
    • Printing
    • Professional-training
    • Program-development
    • Public-policy
    • Public-relations
    • Public-safety
    • Publishing
    • Railroad-manufacture
    • Ranching
    • Real-estate
    • Recreational
    • Renewables-environment
    • Research
    • Restaurants
    • Retail
    • Security-investigations
    • Shipbuilding
    • Sporting-goods
    • Sports
    • Staffing-recruiting
    • Supermarkets
    • Telecommunications
    • Textiles
    • Translation-localization
    • Transportation-trucking-railroad
    • Utilities
    • Venture-capital
    • Veterinary
    • Warehousing
    • Wholesale
    • Wireless
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Webinars
    • Case Studies
    • Use Cases

    Reviews
    What User‘s Say
    Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere.
    Alvin Buckley
    Flowlu is a cloud-based CRM to manage leads and contacts and track new sales opportunities.
    Nydia Oliver
    Review Summary
    This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses.
    Alvin Buckley
    Alvin Buckley

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Essential
    $9 Per User
    Advanced
    $17 Per User

    Integration
    Integrated With
    • Google Drive
    • Zendesk Support
    • Jira
    • Intuit Mailchimp
    • Calendly
    • JivoChat
    • PayPal
    • Stripe Billing
    • Square
    • Skrill
    • Twilio
    • Dropbox
    • OneDrive
    Visit website

  • Servu

    5.0 3 Reviews Verified

    Servu is the innovative approach to workforce planning, appointment scheduling, asset management, online bookings, SMS notifications, quoting & invoicing, customer relationship management and more. Unite your workforce with intelligent job scheduling, asset ... read more about Servu

    Servu Reviews

    Servu makes the operations highly manageable and the intuitive interface makes things effortless, really impressive. reviewed by: Anonymous
    Entry Level Price
    $20 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    18% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security

    Key Details
    Industries
    • Facilities-services
    • Logistics-supply-chain
    • Transportation-trucking-railroad
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Servu has become an essential tool in our design team and the operational factor is also very positive here, makes the job easier for all of us.
    Anonymous
    Servu is user-friendly design, customization capabilities and time-saving features are there.
    Anonymous
    Review Summary
    Overall Servu has been a transformative experience, empowering us to streamline our processes and make things easier and manageable. It collaborates more effectively, and deliver exceptional results to our clients. This offers a range of features tailored to the unique needs of designers, making it an invaluable tool for optimizing our workflow. It allows us to manage the resources so well that anyone can access the designs from this tools easily and that allows time management.
    Anonymous
    Anonymous

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • GBP (£)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $20 Per Month
    Visit website

  • Travcrm

    5.0 3 Reviews Verified

    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 ... read more about Travcrm

    Travcrm Reviews

    it has a host of tools that optimize work productivity reviewed by: Vinita rai
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
    Industries
    • Apparel-fashion
    • Leisure-travel
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Reviews
    What User‘s Say
    Best Quotation Building Travel CRM software for Travel Industry .
    Manya Garg, Digital Marketing Executive at Travel World
    customer oriented crm system for every travel agents and easy to use
    DeBox Global at DeBox Global It Solution
    Review Summary

    This software is the best quotation building CRM Software for any travel agency . Its quotation building feature makes it really easy to build all the quotations and helps company to grow on large scale.

    Manya Garg
    Manya Garg, Digital Marketing Executive at Travel World

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Payment Frequency
    • One-Time Payment
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Oncontact CRM

    4.8 3 Reviews Verified

    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 ... read more about Oncontact CRM

    Oncontact CRM Reviews

    Oncontact CRM is a mid-market CRM software developed by WorkWise, a leading provider of customer relationship and enterprise resource planning. reviewed by: Jillian Parker
    Entry Level Price
    $65.00 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in CRM Software

    Features
    • Calendar & Task
    • Metered Billing
    • Design Management
    • Custom Dashboard
    • Call Routing
    • Coordination
    • Forecasting & Analytics
    • Multi-Channel Management
    • Requirements Management
    • Reporting
    • Sales Automation

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    It's an easy-to-use customer relationship management solution designed for mid-market companies to provide powerful results through automation.
    Anonyms User
    Pretty Robust product can work under good or bad situations. Thumbs up to the team Oncontact CRM.
    Jake Minter
    Review Summary
    We are using Oncontact CRM for our organization as it is a small business accounting software. We found this software simple to use and easy to handle. Abstracting data and reports is also very smooth and time-saving with this tool. This CRM solution can integrate with other accounting software. There are lots of advanced and useful functions that meet our needs.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $65.00 Per Month
    Visit website

  • Scoro

    4.7 3 Reviews Verified

    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 & ... read more about Scoro

    Scoro Reviews

    One of the best work management software enriched with all advanced features. reviewed by: Anonyms User
    Entry Level Price
    $26 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    10% in CRM Software

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

    Key Details
    Industries
    • Construction
    • Human-resources
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies

    Reviews
    What User‘s Say
    One of the best work management software enriched with all advanced features.
    Anonyms User
    Great tool
    Audrius Vrubliauskas, CBDO at astrone.xyz
    Review Summary
    I have enjoyed using this software as it is convenient and pleasant and best suited for businesses. One of the best CRM software for instant solutions at a very low cost. Not only does the service let you organize and manage all your projects and reports but it also allows users to perform a task tracking system. If you have the desire to do the project then this software allows doing so as it has so many features like the visual planner, robust CRM suite and real-time dashboards.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $26 Per Month
    Visit website

  • Streak

    4.7 3 Reviews Verified

    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. ... read more about Streak

    Streak Reviews

    One of the best productivity chrome extensions out there! reviewed by: Matthew Fox, Technical Recruiter at Edmunds
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    34% in CRM Software

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

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

    Reviews
    What User‘s Say
    Best CRM Software for Gmail automation that works with all other G-suite applications.
    Anonyms User
    Streak, excellent, affordable solution for SMBs
    Marina Zaliznyak, Founder at bliss.ventures
    Review Summary
    I started using this tool because it is perfectly combined with my Gmail which allows me to send bulk emails and keep track of my customers and leads. This tool is very easy to implement and onboard into the business because it is built into Gmail. You can set the task for yourself by marking something on the mail to get more about your client. There are some videos provided by Streak CRM that helps you to integrate this software for your business.
    Anonyms User
    Anonyms User

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

  • SuiteCRM

    4.7 3 Reviews Verified

    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 ... read more about SuiteCRM

    SuiteCRM Reviews

    It's a powerful CRM software that offers all advanced features and integration with accounting software like Xero to enhance your business. reviewed by: Anonyms User
    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    33% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    SuiteCRM's mobile-friendly interface has made things easy for our workers, no matter where they are in the world
    Calvin Willis, Founder at Moo Soft
    A great alternative to similar CRMs that are both open source and SaaS.
    Anonyms User
    Review Summary

    Our medium-sized software download company Moo Soft has utilized the open-sourced SuiteCRM for three years to manage our global workforce of contract workers. It has very useful features such as customizable dashboards, workflow automation, and good integration with our other popular web applications. The biggest advantage is that it is really affordable to be open-sourced. However, this also leads to its disadvantage as it is a bit more challenging to use for those not technically minded as you do need a bit of technical knowledge to set up and manage the software.

    Calvin Willis
    Calvin Willis, Founder at Moo Soft

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Nutshell CRM

    4.3 3 Reviews Verified

    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, ... read more about Nutshell CRM

    Nutshell CRM Reviews

    We have gained a significant improvement in the overall productivity of our company by using Nutshell reviewed by: Ashley Amor, Co-Founder at PeopleFindFast
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    25% in CRM Software

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

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

    Reviews
    What User‘s Say
    A cloud-based CRM software to automate sales processes in businesses.
    Anonyms User
    Good, cheap CRM
    Alex Lapp, Social Media Manager at Insite Advice
    Review Summary
    Nutshell CRM is easy to implement and use for any business. This way it enables a company’s sales force to work more precisely to increase deals. This CRM helps automate core processes which involve customer relationship building like lead generation, marketing, tracking and sales. Its reminder feature is great to complete daily tasks like making calls, sending emails, conducting meetings etc.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $19 Per Month
    Visit website

  • Kommo

    4.0 3 Reviews Verified

    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 ... read more about Kommo

    Kommo Reviews

    Good reviewed by: InsightWhale
    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    80% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies

    Reviews
    What User‘s Say
    A cloud-based multifunctional CRM platform integrated with messenger tool.
    Craig B. Dent
    Average review
    Code Inspiration
    Review Summary
    Its messenger integration is very helpful for making customer relationships. We are able to boost our company’s revenue with the available tools on this platform. It easily abstracts leads from different lead generation sources like calls, chats, emails, business cards, etc. We found this CRM Software useful to increase our sales and number of repeated orders as it automates repetitive actions and reduces manual work.
    Craig B. Dent
    Craig B. Dent

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • Highrise

    5.0 2 Reviews

    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. ... read more about Highrise

    Highrise Reviews

    Highrise will “Rise-High” with the work and support they deliver for their software. reviewed by: Aaron Paul
    Entry Level Price
    $24.00 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • Whitepapers

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $24.00 Per Month
    Visit website

  • Orgzit

    5.0 2 Reviews

    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 ... read more about Orgzit

    Orgzit Reviews

    Great tool to manage your workflow. It also has some great features and functionalities. reviewed by: Anonyms User
    Entry Level Price
    $199 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    50% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $199 Per Month
    Visit website

  • SalesHiker

    5.0 2 Reviews

    We worked with various Lead Management & CRM software since 2009. We traveled journey of installation, configuration and customization with all our clients to map their selected CRM software to their business ... read more about SalesHiker

    SalesHiker Reviews

    Partially automated system which gives you the freedom to manage all your Marketing and sales activities from a single endpoint. reviewed by: Anonyms User
    Entry Level Price
    $12.00 Per Month
    Free Trial
    Available
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $12.00 Per Month
    Visit website

  • Corbuz

    5.0 2 Reviews

    Introducing Corbuz HRMS, an amazing HR Software to manage your workforce in a simple way. Manage all your HR administrative actions from a central location. Search employees, set favourites, view organization trees ... read more about Corbuz

    Corbuz Reviews

    The sales pipeline has been optimised a lot since we have started using Corbuz. reviewed by: Anonyms User
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

    Features
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

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Buyer’s Guide

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

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

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

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

What is CRM (Customer Relationship Management)?

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

Why is Customer Relationship Management Important?

Building and nurturing relationships with customers is essential to acquire and retain customers. It is pretty crucial to build healthy customer relationships to keep them happy. One unhappy customer can result in several unhappy customers, especially in this era of social media, where everything gets viral quickly. According to Deloitte's research report, customer-centric companies are 60% more profitable than companies not focusing on the customers.

How to Use CRM to Deliver Exceptional Customer Experiences?

Besides following the right philosophy for exceptional customer service, you must also use the right tools and technology. A streamlined CRM system deployed in an organization helps the employees directly deal with the customers. It helps sales, marketing, and customer support teams take action in terms of selling, communicating, improving the quality of the products/services, coordinating, and everything else, which can benefit both the customers and the business.

What is a CRM system?

CRM, or customer relationship management system, is a tool that helps improve contact management, client communication, order management, operations, and productivity. CRM systems and practices help you promptly access all the information with a single click or a tap, whether it is about the last conversation with a client or understanding the likes and dislikes of a potential buyer.

Components of a CRM Software

Below are the major components of the CRM software platforms:

Marketing

  • Organizing Campaigns
  • Generating Leads
  • Maintaining Customer Database

Sales

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

Support

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

Orders

  • Delivering Products
  • Generating Invoices

What Does A Customer Relationship Management Software Do?

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

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

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

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

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

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

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

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

What are the Benefits of CRM Software Solutions?

Real-time and reliable reporting

CRM software provides sorted, structured, well-tabulated, and actionable data metrics and reports that help in real-time decision-making related to deals, clients, and potential leads. The visual sales funnels CRM applications create are trusted resources for sales teams.

Data visualization and organized information

CRM's dashboard visualizes crucial customer, sales, and lead data on a centralized dashboard. The dashboard can be configured for graphs, tables, charts, etc. Using CRM means keeping all the information about your customers organized to make it more accessible. Every interaction with your customers is identified, documented, and recorded. 

Elevates Personalized Communication and Proactive Service

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

 Automates Repetitive Tasks To Increase Efficiency

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

Increases Collaboration and Efficiency Within Multiple Teams

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

Encourages Smart Decision Making

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

In a Nutshell, 

  • CRM provides real-time and reliable reporting of customer data and potential leads
  • CRM's dashboard gives exceptional data visualization of crucial sales, leads, and customer data
  • CRM solutions elevate personalized communication at various stages of the customer journey and sales process.
  • CRM automates repetitive tasks with tools such as chatbots and automated messaging to increase efficiency
  • CRM platform tools increase collaboration and efficiency within multiple teams
  • The best CRM tool provides accurate data and customized reports that enable smart decisions.
  • CRM follows a predictive data-based approach to solve issues proactively

Industry Wise Use of CRM Solutions

CRM Software for Real Estate: 

A CRM system assists real estate developers in automating the document approval process, automatically assigning clients to employees for follow-ups, conducting customer analytics, segmentation, workflow automation, and lead scoring. Companies can use top free and open-source real estate CRM systems to streamline their daily workflows. By implementing CRM, property developers can build strong relationships with customers.

CRM Software for Healthcare :

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

CRM for Software Companies/ CRM for IT industries. 

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

CRM Software for Banking/Insurance/Finance

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

CRM Software for Retail

CRM for retail software helps retailers target strategically essential customers. Its SMS, WhatsApp, and Live chat integration create an omnichannel selling experience. Most CRMs for Retail have inbuilt AI that enables retailers to make faster decisions. 

CRM Software for Manufacturing

Customer relationship management software for manufacturing gives a 360-degree view of sales pipelines, improved services, analytics tools, intelligent planning, and sales projections. CRM data mapped with AI can help manufacturers make real-time sales decisions. 

CRM Software for Travel & Hospitality

CRM for hospitality and travel provides tools for tracking customer interactions, sending proactive responses, offering special discounts, and crafting personalized customer journeys. CRM also helps with multi-channel advertising and managing customer loyalty. 

CRM Software for Media

Media companies can boost revenues across media publications, converge the organization's data, and increase circulation with the help of  CRM solutions. CRM assists in conducting budgeting, loyalty analysis, and customer retention.

How CRM software caters to the Below Entities?

CRM Software for Small Businesses: 

Small businesses differ entirely from large enterprises in terms of their customer base, focus, and scale. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small businesses is designed to provide mobility, flexibility, easy adoption capabilities, a single platform interface, and affordable prices.

CRM Software for Mid-sized Businesses

CRM for midsize businesses helps them in customer onboarding, lead generation, and increasing profitability by keeping processes agile. CRM solutions for midsize businesses provide all functionalities required by midsize enterprises with complete security features.

CRM Software for Large Businesses

CRM for large businesses unleashes complete workflow automation, exceptional functionalities, and lead-capturing essentials. Large enterprises have a huge customer base and require stringent data security and privacy features. CRM designed for large enterprises provides robust data safety features and modules needed for various CRM-related tasks.

Who Uses CRM Software?

CRM Software for Sales Teams

A CRM system helps streamline sales teams' work by automating their daily workflow. This process involves analyzing sales opportunities and marketing campaigns, communicating with prospects, designing customized marketing strategies, evaluating sales team performance, and forecasting sales.

CRM software for the Lead Generation Team

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

CRM Software for the Project Management Team

CRM applications for project managers keep projects on track, automate processes, track budgets, and manage employees, resources, and customers under the project.

Types of Customer Relationship Management Software

Strategic CRM:

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

Operational CRM:

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

Analytical CRM

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

Collaborative CRM

Collaborative CRM keeps your sales team, marketing team, partners, management, production team, and all the stakeholders on the same page. It allows smooth communication and transactions between the teams involved in a sales and marketing campaign, production, or task.

What are various CRM Deployment options?

On-Premise CRM software:

Many companies prefer on-premise deployment of their CRM tool, as they have full control over data and security. 

Cloud-based CRM System

A cloud-based deployment, also known as Software-as-a-service (SaaS) or cloud CRM, is hosted by the service provider and can be accessed from anywhere as long as the Internet is available. Several companies opt for cloud CRM because of its cheaper setup, low maintenance costs, and quick deployment.

Web-based CRM Software

Web-based CRM software or online CRM systems can be accessed from anywhere using the Internet. These are scalable SaaS-based CRM products. 

Open Source CRM Software:

Most open-source CRM software has its source code in the public domain. It can be customized easily to fit your needs. It can also be downloaded and deployed for various OS platforms, such as Windows CRM software, iOS CRM software, and more.

How to Choose the Perfect CRM System for Your Business?

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

Goals

When analyzing CRM software requirements, you must understand the problem you must resolve using a CRM. You must prioritize your goals to determine which CRM suits your business type and size. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be useless. If you are a small business owner, you can use CRM software for small businesses. 

Implementation

Implementing a new CRM system can be tedious if it does not match your organization's existing resources. You need to ensure that the new CRM tool you invest in doesn't require you to provide time-consuming training to your employees or hire new ones to implement it. That would increase costs and add to your problems instead of solving them.

User Adoption

Regardless of your chosen system, your employees are always resistant to change. This is a common issue faced by most organizations: employees are not ready to get trained or acquainted with the new system. In this case, it is always better to take suggestions from employees before purchasing a CRM tool.

Compatibility to Integrate

Whether for social media marketing, email campaigns, or automating any other task, you are already using several tools in your organization. Before buying a CRM tool, you must check its compatibility with different tools and how well it can integrate with those systems to make your jobs seamless.

CRM Software Demo

It is always better to purchase a CRM system after using it for a specific time. Ask for a Demo of services for various CRM software packages offered by the vendor. Once you have seen a demo for different pricing plans, you can decide which one from the available  CRM software options will suit your needs. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business.

Customized Reports

The customer relationship management software you pick should allow you to generate customized reports according to your business operations and logic. The reports would help you make informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.

What are the Features of CRM Software?

Contact Management

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

Interaction Tracking

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

Lead Management

You are converting leads to users smoothly, which is essential for any type or size of business. Proper lead management can do that. The key to the best selection here is to ensure that the CRM follows a process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.

Integrations

Every business is distinctive, and so is yours. You need to ensure that the CRM you plan to invest in allows for integrating the applications and software you frequently use, like email marketing software, marketing automation software, social media marketing software, etc. If it has the in-built capability to manage the tasks you are getting done using different tools, that can be a better choice.

Document Management

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

Quotes/Proposals Management

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

Sales Pipeline Management

Want to check the buyers' journey of a specific contact? A CRM that allows you to manage the sales pipeline can help you do that. You can check each individual's status and progress at each stage of the sales pipeline and design a customized marketing strategy for your prospects to ensure successful conversions.

Workflow Automation

Several tasks in an organization need to be done repeatedly—for example, sending promotional emails, birthday greetings, etc., to your customers. The CRM allows you to automate the workflow and ensures that your sales team focuses on productive tasks instead of utilizing their time on monotonous tasks.

Reporting/Analytics

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

Proactive Approach

CRM allows you to follow a proactive approach based on its predictive data. It helps you in solving the issues before they even arise. For example, from predictive data, if you will not get more projects this year, you can follow a proactive approach by hiring more resources to complete those projects and save your business from disruptions.

Factors to Consider While Evaluating a CRM software Vendor:

After identifying the major factors to consider when selecting customer relationship management software, the next step is picking the right CRM vendor. Here is the list of significant aspects you must consider while evaluating a CRM vendor.

Industry Experience

By going through the website and client list of the CRM vendors, you would get an idea of whether they have served with CRM tools to companies similar to yours. An experienced vendor should be able to match your demands.

Configuration & Training

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

Flexibility & Scalability

The CRM vendor you select should be able to provide you with scalable and flexible CRM solutions. Today, if you have opted for an on-premise CRM solution, it is not necessary that you will not need a cloud-based CRM in the future. Moreover, your business is going to grow, and so are your requirements. Your CRM vendor should be ready to match your software expectations in the future.

Customer Support

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

Check Reviews

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

Average Cost of a CRM Software

Most CRM system costs are based on a monthly subscription and the number of users. A CRM tool's price can be as minimum as $5 per month and go up to $100 per month, depending on its features. For example, you can use the services of a CRM software company, such as  Taskeo, by paying only $5 per month, whereas CRM software vendors, such as LionO360 CRM, will cost you around $100 per month, depending on the features you require. If you are uncomfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year.

The CRM tools for large enterprises are usually by quote as their requirements are specific, and users can be unlimited. Usually, the more features and the number of users a CRM has, the higher its pricing.

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

Some free and open-source CRM software is available in the market, which you can customize and deploy without making huge investments. These free ones might not have the dynamic and robust features you are looking for, but you can check them out, as some of them, like Hubspot and Zoho CRM, can provide many benefits free of cost.

Tips to Successful CRM Implementation

For any organization, implementing a CRM system is a challenging task. Companies often invest in customer relationship management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below are some tips that can help you successfully implement CRM in your organization.

  • Encourage top management to involve and motivate their subordinates to use the CRM. 
  • Create enthusiasm within the teams to use the software
  • Launching the new CRM system by organizing a party or posting motivational information
  • Provide detailed usage guidelines of the new CRM system to the users
  • Provide sufficient training about using the new CRM tool to your employees
  • Be clear about introducing a new CRM system in your organization with your employees

What are the Upcoming Trends in CRM?

Leaving history behind, CRM is evolving and will continue to evolve in the future. So, here are some upcoming trends of CRM that you need to consider -

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

Why Referring to Goodfirms List of CRM Software Can Help?

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

Resourceful and curious, Goodfirms’ software research team analyzes every aspect of the best CRM solutions available in the software world with its unique research strategy. After following the intricate research process, Goodfirms lists more than 60k software and services with detailed information and 30k+ unbiased reviews. Goodfirms leaves no stone unturned to bring you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and prices. Goodfirms uses a spectrum of methodologies to accurately analyze various software vendors before finalizing the top software providers in the market.

Frequently Asked Questions

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

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

Why do businesses need CRM software?

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

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

On-premise CRM:

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

Cloud-based CRM (SaaS):

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

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

Which is the best CRM software for small businesses?

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

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

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

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

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

How much does CRM software typically cost?

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

Per-user licensing costs:

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

Additional cost factors:

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

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

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

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

How easy is it to implement a new CRM system?

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

Can CRM software integrate with my existing business tools?

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

How secure is my data in a CRM system?

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

Why should I trust Goodfirms when choosing CRM software?

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

What are the future trends in CRM software?

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

Related Categories

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

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