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

  • Prospect Sleuth CRM

    Lead follow up management & tracking is the process of contacting, qualifying and converting leads into customers. Our program is simple, easy to use and right to the point. Effectively manage leads, ... read more about Prospect Sleuth CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

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

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

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

  • Rollio

    Rollio is AI built into the core of your sales team, so they now spend their time selling, while you get the data you need. Rollio increases sales and service teams productivity ... read more about Rollio

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

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

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

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

  • Sherpa

    Sherpa is a revolutionary CRM created by senior sales experts that inspires and motivates sales teams to truly connect with their prospects. A simple, intuitive sales tracking and coaching tool, Sherpa encourages ... read more about Sherpa

    Entry Level Price
    $525 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

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

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $525 Per Month
    Visit website

  • SoulCRM

    SoulCRM is a cloud based app, so you can access it from anywhere with ease. It’s a tightly coordinated system, which covers sales, purchase, marketing and support too. So there is no ... read more about SoulCRM

    Entry Level Price
    $8.63 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    100% in CRM Software

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

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

    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
    $8.63 Per Month
    Visit website

  • WiredContact

    WiredContact delivers practical cloud-based CRM to grow your business, attract new customers and manage sales.We recognize that no two businesses are alike. We take a personalized approach to CRM, providing proven, cloud-based ... read more about WiredContact

    Entry Level Price
    $25 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

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

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

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

  • OpenPro CRM

    OpenPro Built-in Distribution system is a Customer Relationship Management package that delivers comprehensive, out-of-the-box e-Business functionality that is uniquely tailored to the specific business practices across a broad range of industries. Developed ... read more about OpenPro CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in CRM Software

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

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

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

  • QuickDesk

    QuickDesk offers a suite of sales solutions optimized for sales and marketing team to drive more sales as they engage with potential leads. QuickDesk focuses on using automation to bring in human ... read more about QuickDesk

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Contact Vendor
    100% 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
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies

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

  • Vitalblocks CRM

    Vitalblocks is a product of ViCoast, Vitalblocks is a revolutionary state of the art marketing software product and services. Vitalblocks is making your marketing processes more efficient by managing your real-time marketing ... read more about Vitalblocks CRM

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    33% in CRM Software

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

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

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

  • Introhive

    Introhive is an Enterprise Relationship Management (ERM) platform designed to help business teams strengthen customer relationships, automate CRM administrative data entry, and empower sales teams with more insights to sell more. The ... read more about Introhive

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Reporting
    • Sales Automation
    • Workflow Automation

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

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

  • Routzy

    Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today!Stay organized by logging all your ... read more about Routzy

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

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

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

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

  • IntelliCRM

    The IntelliCRM is powered by the advanced Sales Acceleration technology with an intelligent dialer which calls the hot prospects first to close deals faster. IntelliCRM will dramatically increase sales results by equipping ... read more about IntelliCRM

    Entry Level Price
    $8.95 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in CRM Software

    Features
    • Calendar & Task
    • Custom Dashboard
    • Reporting
    • Sales Automation

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Free
    Vendor pricing page
    Available Packages
    Standard
    $8.95 Per Month
    Visit website

  • SEO CRM

    SEO CRM is a SaaS based All in One CRM and Project Management tool. It helps Digital agencies like SEO, PPC, Web Design and Other Small businesses manage complete business through single ... read more about SEO CRM

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    18% in CRM Software

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

    Key Details
    Industries
    • Construction
    • Education-management
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

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

  • Fortifi

    Fortifi is a complete end-to-end cloud-based business platform making billing, marketing, and support seamless, scalable, and reliable. Fortifi offers in-depth tools to automate, categorize, notify and increase productivity for your business in ... read more about Fortifi

    Entry Level Price
    $50 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    33% in CRM Software

    Features
    • Calendar & Task
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Sales Automation

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $50 Per Month
    Visit website

  • Qebot

    Qebot's social media marketing & management platform gives you unlimited profile management, and helps you post to, schedule, and engage with social channels more effectively. Manage your social networks, schedule messages, publish ... read more about Qebot

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    12% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management

    Key Details
    Industries
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides

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

  • Vivantio

    Vivantio is for all service teams looking to scale beyond simple ticketing, our highly configurable solutions deliver enterprise service management, without breaking the bank. Great service reaches well beyond your organization’s help ... read more about Vivantio

    Entry Level Price
    $42 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    25% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Basic
    $42 Per Month
    Visit website

  • edge CRM

    A completely customizable CRM with user-friendly dashboard that allows you to plan a pre-emptive sales strategy to give your business the ‘edge’ to carve its market share. edge CRM is a Mumbai-based ... read more about edge CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% 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
    Support
    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

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

  • GreenRope

    GreenRope is a powerful, web-based application that allows business owners to consolidate their customer database, create marketing campaigns, send and track invoicing and that’s just the beginning, all while being more efficient ... read more about GreenRope

    Entry Level Price
    $99 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    25% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • 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
    • Webinars
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $99 Per Month
    Visit website

  • Striven

    Striven is an all-in-one business management system to help you get organized, save time, and grow. Finish projects on time, within budget, and increase project profitability. Striven project management software helps you ... read more about Striven

    Entry Level Price
    $35 Per Month
    Free Trial
    30 Days
    Pricing Type
    Per User
    12% in CRM Software

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

    Key Details
    Industries
    • Retail
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • In-person
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $35 Per Month
    Visit website

  • SMAC CRM

    The SMAC CRM App helps you to manage your customers and business while you are on the move. Use your mobile into a personal sales assistant to analyze your everyday activities and ... read more about SMAC CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Email Integration
    • Lead Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security

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

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

  • Outseta

    Outseta offers all the tools you need to launch your business, grow your customer base, and maximize customer lifetime value. It is the only all-in-one platform integrating CRM, subscription billing, and customer ... read more about Outseta

    Entry Level Price
    $39 Per Month
    Free Trial
    7 Days
    Pricing Type
    Flat Rate
    33% in CRM Software

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

    Key Details
    Industries
    • Fundraising
    • Health-wellness-fitness
    • Hospital-health-care
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $39 Per Month

    Integration
    Integrated With
    • Zapier
    • Webflow
    • Stripe Billing
    • Integromat
    Visit website

  • Soffront CRM

    Soffront is the only company to provide complete CRM and Marketing Software and Services. Marketing Services include both self-service and fully managed service, providing complete implementation services for our enterprise CRM customers. ... read more about Soffront CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in CRM Software

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

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

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

  • CiviCRM

    CiviCRM is a web-based, open-source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations. It understands that forging and growing strong relationships with constituents is ... read more about CiviCRM

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    25% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Mobile Access
    • Reporting

    Key Details
    Industries
    • Events-services
    • Fundraising
    • Marketing-advertising
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Webinars
    • Case Studies
    • On-Site Training

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

  • LeadMaster

    LeadMaster CRM offers multiple features integrated into one complete, easy-to-use package. Some of the features include: CRM, email marketing, lead nurturing, landing pages, pipeline management, lead distribution, website integration, click-to-call, extensive reporting, ... read more about LeadMaster

    Entry Level Price
    $15 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    15% in CRM Software

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

    Key Details
    Industries
    • Education-management
    • Electrical-electronic-manufacturing
    • Hospital-health-care
    • Insurance
    • Marketing-advertising
    • Real-estate
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

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

  • Worksuite

    Worksuite creates a space for every team, department, or major project to share knowledge, and information and keep work organized. Keep a track of all your projects in the most simple way. ... read more about Worksuite

    Entry Level Price
    $55 One-time
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    15% in CRM Software

    Features
    • Calendar & Task
    • Collaboration Tools
    • Email Integration
    • Forecasting & Analytics
    • Mobile Access
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-network-security
    • Computer-software
    • Electrical-electronic-manufacturing
    • Human-resources
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Weekdays
    Training
    • Documentation
    Knowledge Base
    • Help Guides
    • Video

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • One-Time Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Regular License
    $55 One-time
    Extended License
    $99 One-time

    Integration
    Integrated With
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  • Platformly

    Platformly is a suite of tools for multi-channel marketing automation. From capturing and nurturing leads to turning them into customers and raving brand advocates, Platformly provides everything you need to build and ... read more about Platformly

    Entry Level Price
    $15.83 Per Month
    Free Trial
    15 Days
    Pricing Type
    Flat Rate
    20% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
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    • Android
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    • Help Guides
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    • Monthly Payment
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    Standard
    $15.83 Per Month
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  • Spotler CRM

    Spotler is complete B2B inbound and outbound marketing software. Ensuring your marketing & sales teams get more leads from website traffic, convert more visitors into MQLs and run complete marketing campaigns. Our ... read more about Spotler CRM

    Entry Level Price
    $43 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    20% in CRM Software

    Features
    • Calendar & Task
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    • Custom Dashboard
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
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    Key Details
    Industries
    • Education-management
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    • Proprietary
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    • Web-based
    • Windows
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    • Chat
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    • 24x7 Support
    Training
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    • Help Guides
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    • Whitepapers

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
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    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
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    Standard
    $43 Per Month
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  • Lead Liaison

    Lead Liaison Marketing Automation, Lead Nurturing, Lead Management, Lead Scoring, Lead Prioritization. Revenue Generation Software for sales, marketing and executives in the cloud. Lead Liaison identifies leads and can pinpoint when prospects, ... read more about Lead Liaison

    Entry Level Price
    $250 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    20% in CRM Software

    Features
    • Collaboration Tools
    • Email Integration
    • Forecasting & Analytics
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
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    • Chat
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
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    Pricing Type
    • Flat Rate
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    • No
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    • Monthly Payment
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    Vendor pricing page
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    Standard
    $250 Per Month
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  • Total Expert

    The Total Expert Marketing Operating System gives your organization a centralized platform to manage your brand at an enterprise level. You gain greater oversight and audit-ready compliance, fueling fast, confident decisions.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
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    Contact Vendor
    100% in CRM Software

    Features
    • Collaboration Tools
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    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
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    • Phone
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    • Help Guides
    • Video Guides
    • Blogs
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    Pricing Type
    • Contact Vendor
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    • No
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    • Quote Based
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  • VIENNA Advantage ERP/CRM

    Enterprise level open source ERP solution with inbuilt CRM, document management system and business intelligence platform. Available on premises and on the cloud. Our customers are medium to large enterprises, multinational corporations ... read more about VIENNA Advantage ERP/CRM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Forecasting & Analytics
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Security
    • Workflow 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
    • Webinars
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

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

    Catalystk is AI enabled cloud software for SMB traders and manufacturers to improve their sales, service and Business Operations. We have integrated CRM software, Quotation software, ERP, Help desk, AMC software, Inventory, ... read more about CatalystK

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    25% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Construction
    • Financial-services
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video

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    • Free
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    • Monthly Payment
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  • VasyERP

    VasyERP CRM helps businesses effectively manage customer relationships by centralizing customer data, tracking interactions, and automating communication. It enables better lead management, follow-ups, sales tracking, and customer engagement. With real-time insights, businesses ... read more about VasyERP

    Entry Level Price
    $145 Per Year
    Free Trial
    N/A
    Pricing Type
    Per User
    7% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Business-supplies-equipment
    • Computer-software
    • Food-beverages
    • Retail
    • Supermarkets
    • Textiles
    • Warehousing
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Video Guides

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page Try Software Demo Download Pricing Document
    Available Packages
    LITE
    $145 Per Year
    STARTER
    $265 Per Year
    PRO
    $325 Per Year
    E-LITE
    $350 Per Year

    Integration
    Integrated With
    • TallyPrime
    • SAP Analytics Cloud
    • Shopify
    • WooCommerce
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  • Teamwork CRM

    Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. It helps you organize your process, manage your pipeline, report on ... read more about Teamwork CRM

    Entry Level Price
    $12 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    100% in CRM Software

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

    Key Details
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    • Help Guides
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    • Flat Rate
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    • No
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    • 30 Days Trial
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    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
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    Standard
    $12 Per Month
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  • DynaDo

    DynaDo is a complete suite of tools needed to communicate and manage your business. It includes Email, Project Management, Customer Support, File Storage, Discussion Forums, Calendar, Chat, CRM. Manage, and automate your ... read more about DynaDo

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    15% in CRM Software

    Features
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    • Mobile Access
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    • Proprietary
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    • Free
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    • Monthly Payment
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  • WiseTeam

    WiseTeam – a flexible CRM and project management software solution. The software provide relevant information on your projects’ status and empowers you to make the right decisions. WiseTeam covers all functions that ... read more about WiseTeam

    Entry Level Price
    $21 Per Month
    Free Trial
    N/A
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    Flat Rate
    25% in CRM Software

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

    Key Details
    Industries
    • Construction
    • Education-management
    • Human-resources
    • Nonprofit-organization-management
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    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
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    • Email
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    • 24x7 Support
    Knowledge Base
    • Help Guides
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    Packages
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    • Flat Rate
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    • EUR (€)
    Free Version
    • No
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    • Monthly Payment
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $21 Per Month
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  • SuiteDash

    SuiteDash is All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients. More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will ... read more about SuiteDash

    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    16% in CRM Software

    Features
    • Calendar & Task
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    • Custom Dashboard
    • File Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
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    • Cloud Hosted
    • Web-based
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    • Help Guides
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    Packages
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    • Flat Rate
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    • Yes
    Free Trial
    • 14 Days Trial
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    • Annual Subscription
    • Free
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    $19 Per Month
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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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