227 Softwares
CRM Software

Best CRM Software Systems

Are you looking for the best CRM software? GoodFirms has listed the best customer relationship management (CRM) software solutions to help you in your search. A CRM tool helps businesses build a profitable, long-lasting customer relationship. However, not all CRM systems claiming to optimize your customer communications are up to the mark. GoodFirms has listed the leading names in the CRM system industry to aid software buyers with the purchase decision. Explore the below list of CRM software along with the reviews of individual software, and choose the one that is apt for your business CRM solution requirements:

227 Softwares

List of Best CRM Systems | Top CRM Tools

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List of Best CRM Systems | Top CRM Tools

Funnel CRM
Best CRM software for growing teams

Funnel CRM is a simple and easy-to-use cloud-based sales CRM solution that helps growing businesses, agencies, and freelancers sell smarter and faster without having to work too much.

14 Days
$10.00/Month
Field Force Connect
Field Force Sales Automation CRM | Increase Sales Force Productivity

Field Force connect is a Field sales app automation CRM software suite that empowers you to maintain an efficient sales force by constantly tracking the field workforce on GPS. A sales organization can see the exact location of their employees on a map through mobile.

Janak Jain
Janak Jain, Executive Director at citimake builders pvt ltd
Available
Free version
Intellistant CRM
Your Intelligent Assistant

Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decis... read more

ALKA S
ALKA S, Marketing Executive at INFOLINK Technologies Pvt Ltd
15 Days
$15/Month
Kapture CRM
Grow Your Business From Anywhere.

Kapture CRM is an enterprise grade Cloud CRM platform to streamline your customer support and sales operations. Available on web & app. With omnichannel support, knowledge base & easy to use clean user interface, boost agent productivity & reduce response time. It also includes features like Auto Assign tickets, Interaction history, Call recording, custom roles & permissions, churn 500+ reports. I... read more

Moorthy Machendran
Moorthy Machendran, SEO Manager at Keybrowsse
Available
Free version
Sales365cloud
"Think CRM, Think Sales365cloud"

Sales365cloud is a simple, affordable, all-in-one CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails and automate your marketing funnel through marketing automation. Sales365... read more

Kiran Sutaria
Kiran Sutaria, Co-Founder at FightSong!
N/A
Contact Vendor
Revamp CRM
All-in-one CRM Software

RevampCRM is a CRM software for small businesses & etailers. We automate your repetitive tasks, so you can focus on growing your business. Dynamically Segment your leads, send email campaigns and define continuous-automation workflows. You can automate everything from reminders and follow-up emails to task creating, lead score and many more.

14 Days
$7.00/Month
Flectra

7. Flectra

The Open Source ERP and CRM System For Your Business

With 10,000+ users Flectra is fastest growing Open Source ERP and CRM software. Flexible, feature-rich, and cost-effective open source ERP systems with powerful modular design covering all essential aspects like CRM, Purchase, CMS, Project Management, Sales, Inventory, Point of Sale, Helpdesk, Accounting, Human Resource, Manufacturing and Marketing Automation. Experience the next generation busine... read more

Available
Free version
Salpo CRM
Drive sales and increase efficiency with our award-winning CRM business platform.

Salpo Technologies is a progressive software company, focused on driving innovation and creating versatile software products to help businesses realise their potential. Our products are driven by innovation and focused on our clients’ business needs.We tackle complex business challenges with our modular CRM platform, custom software, enterprise-grade apps and scalable development resource.

14 Days
Contact Vendor
DigitalCRM

DigitalCRM automate the entire workflow process of Lead Generation, Sales Management, Marketing, Forecasting, Analytics and increase productivity.

30 Days
$1000/One-time
Sibro

10. Sibro

Simple to use end to end insurance broking software

Sibro is the simplest and easiest software specifically developed to manage end to end insurance business. It helps you keep track of all policies, claims, and installments and reminds you about follow ups and renewal dues. It not only makes your work faster and simpler but also helps you stay organized, scale better, and grow faster. It automates double work so once you have filled certain detail... read more

1 Days
Contact Vendor
Freshsales
Your sales force needs a better CRM.

With Freshsales CRM, your team can now use AI-based lead scoring, built-in phone, email, activity capture and more. Freshsales was a response to the company’s own necessity to handle multiple aspects of the sales process, and eliminate the need for users to wander around programs to get the job done. At its core, Freshsales has collated all functions of legacy CRM systems but found its own way t... read more

Gautham Ramakrishnan
Gautham Ramakrishnan, Head of Marketing at Zomentum
21 Days
$12/Month
Cratio CRM
Results Driven Sales CRM Software

Cratio is a software product development company based in Chennai, India. The company was started at 2009. We develop Mobile & Cloud based Sales CRM Software. We specialize in providing domain specific Mobile Sales CRM Software with less time & cost. Our founding team consist of people with more than 15 years of experience in software development & products.

N/A
Contact Vendor
HubSpot CRM
Everything you need to organize, track, and nurture your leads and customers.

HubSpot CRM software is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever. It is part of a full suite of sales productivity tools that sync up with your inbox and make every part of selling easier. HubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and fewer data entry.

Tomas Kolafa
Tomas Kolafa, CMO at RVezy
Available
Free version
Zoho CRM

14. Zoho CRM

CRM software that helps you sell smarter, better, faster.

Get ready to sell smarter, better and faster with Zoho CRM. With over 150,000 happy customers, Zoho CRM software is enterprise-ready with advanced features like Page Layouts, Sandbox, and advanced customization options that include Conditional fields, Lead Scoring and Business process mapping. Our expanded multichannel support for phone, email, live chat, social media, and in-person meetings make ... read more

Robert Turner Speller Jr
Robert Turner Speller Jr, Principal Owner at Turner Accounting & Technology Group
15 Days
$12/Month
Salesforce CRM
Sell, market, and service with the world’s #1 CRM.

Salesforce CRM is an award-winning solution created by Salesforce as part of its extensive sales and marketing solutions under the Salesforce brand including separate systems for analytics, marketing, service, and community cloud. As a CRM software helps you to track all customer information and interactions in one location to follow more leads. The Lead Management, Marketing Automation, Sales Dat... read more

Tomas Kolafa
Tomas Kolafa, Co-Founder at Growth Media
Available
Free version
Pipedrive

16. Pipedrive

We make salespeople unstoppable.

Pipedrive is the current leader of our CRM software category and the winner of our Expert’s Choice Award for 2017. With Pipedrive, your business will always have an efficient and user-friendly overview of the sales pipeline. Your sales team and dealmakers will love the software, because of the sales pipeline methodology that is built into it. Your deals will be displayed according to different s... read more

Rodrigo Rojas Fernandez
Rodrigo Rojas Fernandez, Founder & CEO at TIMEHUNTER
Available
Free version
Copper

17. Copper

CRM Software Built For Google & G-Suite

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships. From the start, we have believed in delivering a different kind of CRM: one that’s user-centric, works in the tools you use, and ultimately makes building and growing lasting business relationships easier.

Brian Goldberg
Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
14 Days
$19.00/Month
Keap

18. Keap

Step up to all-in-one CRM, sales, & marketing automation software.

Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small businesses serve more than 200,000 users globally with its Infusionsoft and Keap products. Keap is headquartered in Chandler, Arizo... read more

Al Guertin
Al Guertin, Managing Franchise Partner at Expedia CruiseShipCenters Ottawa
N/A
$39/Month
Simply CRM
The CRM you will actually use

Gain more customers, optimize your business and earn more money - with Simply CRM. It's the CRM software that you will actually use: Easy-to-use, with visual overviews. All-in-one platform - including CRM, Helpdesk, Financial & Project Management. Also, we are offering free support 24/7 (your local language!). You can have a FREE trial without registering a credit card as well :) Write to us at su... read more

Rosemarie Sheron
Rosemarie Sheron, Marketing Manager at The Krez Group
30 Days
$25/Month
Agile CRM

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and ma... read more

Michael DeLon
Michael DeLon, President, Paperback Expert | Positioning Experts for Business Growth at Paperback Expert
Available
Free version
Sugar CRM

21. Sugar CRM

Top Rated for Customer Experience.

SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) software solution on the market. We are the industry’s leading company focused exclusively on customer relationship management (CRM), lead management & marketing automation software. Helping our clients build a unique customer experi... read more

Shailesh Chaudhary
Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLC
Available
Free version
Less Annoying CRM
A simple CRM built just for small businesses

Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app.Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.

Morgan Taylor
Morgan Taylor, Finance Expert & CMO at LetMeBank
30 Days
$10.00/Month
Insightly

23. Insightly

Know Your Customers. Grow Your Business.

Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

Jose Garcia
Jose Garcia, Group CEO at Maxprom.com
14 Days
$29.00/Month
Base CRM

24. Base CRM

Next-generation CRM software for leading sales teams.

That the CRM tools sales teams work with today are not built with rep adoption in mind, and by leveraging technology, reps can free up the time to focus on building meaningful relationships rather than laboring over manual tasks. Sales leaders should have answers to their pipeline questions before they even think there might be an issue. The base is on a mission to power a seamless and scientific ... read more

Mukhebi Mweka
Mukhebi Mweka, IT Manager at The Computing Business Centre
Available
Free version
NetSuite CRM
Redefine Your Customer Relationships

NetSuite CRM is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. In addition to offering traditional CRM capabilities such as SFA, customer service management an... read more

N/A
Contact Vendor
Bitrix24

Bitrix24 - is an initiative of Bitrix, Inc., a privately-owned company owned and managed by its founders. The Bitrix24 service is the final evolutionary stage of Bitrix Intranet and Extranet solutions (Bitrix, Inc. products) and was launched as a beta cloud-based service in April 2012. Bitrix takes pride in serving customers ranging from Fortune 500 companies to small organizations, including well... read more

Hisham Balatiah
Hisham Balatiah, Founder at EIC - Engineers International Community
N/A
$35.00/Year
Apptivo

27. Apptivo

Software that grows with your business

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user.

Available
Free version
Zendesk Sell
Build relationships that count

Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.Sell's intuitive user interface removes the friction from deal updates so reps and management are always able to access, analyze and collaborate on up-to-date and relevant deal data.

14 Days
$19.00/Month
Vtiger CRM
Empowering people to thrive at work.

Vtiger CRM helps businesses get organized, grow sales, improve marketing ROI, and deliver delightful customer service experiences with every customer engagement - leading to increased customer loyalty and profitability. Vtiger works with 300,000 companies across the globe helping them sell faster, smarter while boosting sales rep productivity. Vtiger's extra tools span reporting, collaboration, i... read more

Avinash Yaduka
Avinash Yaduka, Director at YADUKA GROUP
15 Days
Contact Vendor
Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an “all-in-one” software in which you can use standalone without needing any other sales email tools or calling products. Close is cloud-based, affordable, easy to learn and comes with straight-forw... read more

Kyle Stremme 🦄
Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRev
14 Days
$65/Month
Blackbaud CRM
Comprehensive constituent relationship management for large to enterprise-level nonprofits.

Blackbaud CRM combines unmatched nonprofit expertise with industry-leading fundraising and relationship management tools, integrated analytics, multichannel marketing, and data mining services to help large nonprofits build stronger and more productive relationships.

N/A
Contact Vendor
Streak

32. Streak

CRM in your inbox

Streak is an all-in-one customer relationship management (CRM) software solution built to handle any business process where email communication is at its core. We understand that the better a business can manage the relationships it has with its customers, the more successful it will become. So our goal is simple: to give you the tools to manage relationships in the place where you live and work, ... read more

Matthew Fox
Matthew Fox, Technical Recruiter at Edmunds
Available
Free version
Capsule CRM
The smart simple online CRM

Capsule was launched in 2009 following the founder's; frustration with existing CRM services that were either overly simplistic or far too complex for most businesses. We believe the value of a modern CRM lies in the ability to help businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input.

Graham Hyman
Graham Hyman, Operations Manager at NevHouse
Available
Free version
Mailchimp

34. Mailchimp

Build your brand. Sell more stuff.

MailChimp is the world’s largest marketing automation platform. It’s like a second brain that helps millions of customers—from small e-commerce shops to big online retailers—find their audience, engage their customers, and build their brand.

Sreekumar J
Sreekumar J, Designated Partner at BUYBAA SOLUTIONS AND ECOMMERCE LLP
Available
Free version
ActiveCampaign
Go beyond email marketing with true marketing automation

ActiveCampaign helps growing businesses meaningfully connect and engage with their customers. With our SaaS platform, we help businesses go beyond marketing automation to optimize their customers’ experiences.

Scott A. Dennison
Scott A. Dennison, Online Marketing Specialist, Internet Marketing Consultant and Published Author at Five Talents Ventures, LLC
14 Days
$17.00/Month
Dolibarr

36. Dolibarr

Open Source ERP & CRM for Business.

You enable only the feature you need. So whatever is your business management need (sales, human resources, logistic, stock, invoicing, accounting, manufacturing, etc), you are able to set up the application to match your need and only your need. Our marketplace is available to all developers and organizations, to centralize several hundreds of external add-ons, done to enhance the application for... read more

Brengre  CHAVANIS
Brengre CHAVANIS, Attachée commerciale et communication at ATM Consulting
15 Days
$9/Month
Oorwin

37. Oorwin

ONE platform for Staffing & Consulting firms to manage Sales, Recruitment and Human Resources

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

Ashwin Kumar
Ashwin Kumar
7 Days
Contact Vendor
NetHunt CRM
Built-in-Gmail CRM for sales teams and small businesses

Since 2016, we've been on a mission to bring more productivity and balance into your working hours. Our CRM Everywhere idea is about making CRM actually work for you by adding powerful CRM functionality to the applications you use every day. Today, NetHunt CRM blends entirely with Gmail, placing the full-featured CRM right next to your emails, as well as with other G Suite apps, LinkedIn and more!

Volodymyr Denysenko
Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
14 Days
$30.00/Month
Pipeliner CRM
Built for Sales, Used by Sales!

The Pipeliner CRM platform embeds and reinforces the sales processes and best practices that you establish. It provides your salespeople with a complete picture of their book of business to manage prospects and opportunities more effectively.

Fred Sumner
Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLC
14 Days
$25/Month
Quick Base
The Fastest Path from Idea to Business Application

Quick Base is the construction management software that gets the right information to the right people at the right time. Contractors use Quick Base to track construction projects, centralize data, and drive deeper insight and efficiency. Quick Base is an end-to-end solution with tools like CRM, Project Management, Service Requests, Employee Management, Order Management, and more. And you can buil... read more

Jesus Mata
Jesus Mata, Estimator at Kennedy Fabricating
30 Days
$500/Month
Microsoft Dynamics CRM

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and sup... read more

N/A
$190.00/Month
Daylite

42. Daylite

Mac CRM for small business

Daylite is a Mac CRM for small businesses that need to stay in touch with leads & clients, keep track of communication and details, and track projects. Daylite is made for small businesses and teams to improve organization and productivity.

Francisco Javier Lopez  Virosta
Francisco Javier Lopez Virosta, Managing Director at Aqua Crystal Disinfection and Water Dosing
30 Days
$24/Year
amoCRM

43. amoCRM

The world’s first messaging-powered CRM.

amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love its powerful analytics, reporting and automation tools. It's the perfect messenger-based sales solution for entrepreneurs and SMBs.

InsightWhale
InsightWhale
14 Days
$15.00/Month
EngageBay

44. EngageBay

All in one CRM software.

EngageBay is a simple, affordable, all-in-one marketing automation software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails and automate your marketing funnel through marketing automat... read more

Available
Free version
ExxpertApps
A single integrated application that has all you need to modernize your business.

With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement.All your busines data can be stored on our system adapting to your data model (number, type and name of fields) without programming.

Ognjen Obrenovic
Ognjen Obrenovic, Managing Director at Informeri d.o.o.
N/A
$50.00/Month
CentralStationCRM
CRM software can really be that simple!

CentralStationCRM helps you keep track of all activity involving your customer relationships. From managing contact details, storing notes, emails and tasks to collaboration with colleagues and coworkers - CentralStationCRM is there to support you.You may organize your clients and contacts by using tags that form clusters of similar people such as "long term customer" or "press contact".

H
Hema Viharika, Digital Marketing Specialist at Focus Softnet
N/A
Contact Vendor
TutterflyCRM
Acquire, Retain and Delight Your Customers

TutterflyCRM is a business software solution that builds on the best CRMs in the market. It enhances and customizes their features for the travel industry. This makes B2B and B2C account management, lead generation, and opportunity development integral. Effective contact management allows fast business processing and growth prospects. Get your travel agency TutterflyCRM, the best business sales so... read more

HEMANT KUMAR
HEMANT KUMAR, Digital Enthusiast & Marketing Analyst at Dook International
14 Days
$18/Month
Nimble

48. Nimble

Your Smart CRM

Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence, and marketing automation into a powerful relationship management platform that ... read more

Robert Stoubos
Robert Stoubos, Founder and CEO at Odyssey New Media
14 Days
$19/Month
Nutshell CRM
CRM that works how you work

Nutshell is dedicated to helping sales reps win more deals and solving the most critical challenge of CRMs: motivating sales teams to embrace the product. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling.

Alex Lapp
Alex Lapp, Social Media Manager at Insite Advice
14 Days
$19.00/Month
Salesflare
Meet the CRM that fills out itself.

Salesflare reminds you of who you should contact, collects information on customers, and logs all your customer interactions for you. It does this by surfacing data from email, phone, calendar, social media, the web, and more.

14 Days
$30/Month
Buyer’s Guide
Buyer’s Guide to CRM software

CRM (Customer Relationship Management) software provides a 360-degree view of the information related to customers and prospects. It helps in cultivating relationships with the customers and improving the operational efficiency of a business organization.

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

Furthermore, in this competitive business scenario, delivering exceptional customer experience has become mandatory if you want your organization to sustain and expand. Whether you are planning to invest in your first CRM system or changing your existing one, choosing a CRM is a challenging process.

Fortunately, this buyers' guide provides you complete information about CRM, as below, that can help you in selecting the right CRM and achieve your business goals.

What is CRM (Customer Relationship Management)?

CRM is a combination of practices or a strategy followed by businesses for building better customer relationships, improving revenue, and providing a flawless customer experience. The CRM philosophy is simple - "Customer is the King." CRM enables you to prioritize your customers, helps your organization to follow a customer-centric approach, which results in increased customer loyalty, exponential growth in sales, and ROI.

Why is prioritizing customer relationships important?

To acquire and retain customers; it is important to build and nurture relationships with them. It is quite crucial to building healthy customer relationships to keep them happy. One unhappy customer can result in several unhappy customers, especially in this era of social media, where everything gets viral so quickly.

According to a research report by Deloitte, customer-centric companies are 60% more profitable than the companies not focusing on the customers.

How to deliver exceptional customer experiences?

The answer is simple - "See with the eyes of your customers," in other words, "Step into the shoes of your customers."

The customer’s perception is your reality - Kate Zabriskie (Renowned Business Trainer)

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

What is CRM Software?

CRM or Customer Relationship Management software is a tool that helps in improvising contact management, client communication, orders management, operations, and productivity. Whether it is about the last conversation with a client, or understanding the likes and dislikes of a potential buyer, a Customer Relationship Management software helps you in accessing all the information promptly with a single click or a tap.

Elements of a CRM Software

Marketing

  • Organizing Campaigns
  • Generating Leads
  • Maintaining Customer Database

Sales

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

Support

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

Orders

  • Delivering Products
  • Generating Invoices
What Does a Customer Relationship Management Software Do?

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

Contact Management

The entire information about the customers, like their contact details, purchase history, payments, preferences, demographics, etc., are stored in one place. It becomes easy to access the required information whenever required.

Lead Nurturing

Keeping track of leads and assigning them to the specific sales team/executive is very important to ensure efficient management and high conversions. A CRM system helps to streamline the process involving marketing campaigns, communication with the prospects, and designing customized marketing strategies.

Tasks Management

CRM adds tasks and deals automatically into customer information. It helps in assigning and monitoring tasks in your sales pipeline. Moreover, data updated in real-time ensures that you are accessing the latest information.

Marketing

CRM assists in the entire marketing and promotion activities like bulk emailing, customer segmentation, campaign creation, etc., and enhances their effectiveness helping to achieve sales goals.

Salesforce Automation

CRM can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, sales team performance tracking, forecasting sales, and many more, which can provide clear visibility of market trends, patterns, and behavior.

Workflow Automation

CRM can be used to automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, paperwork, and also eliminates the repetition of tasks and improves accuracy at the same time.

Reporting

CRM can generate different types of reports which can provide visibility of overall business from different angles. Whether it is about tracking sales performance or marketing expenses, customer relationship management software can provide quick & accurate reports.

Evolution of CRM

Even before technology took its place, businesses used to take care of their customers in the best possible manner. Though they had limited clientele, they used to have one-on-one conversations, to know the requirements of their clients and keep them happy by fulfilling their expectations. Here, we will have a look at exactly how CRM evolved from manual processes to the high-end use of technology.

Before 1970, Pen, paper, and registers were used to store, track, and access information relating to the customers. After the concept of customer relationship management was introduced in 1970, businesses started relying on Standalone Mainframe Systems to automate sales. Spreadsheets were used to segment customers at that time. For the first time, contact management service was provided in 1986, using a customer evaluation system known as ACT! which was based on the principle of digital Rolodex. In 1993, Tom Sibel designed the first CRM product known as Siebel Systems. In 2004, SugarCRM developed the first open-source CRM system. In this era, CRM was migrating to the cloud due to which even small businesses and sole entrepreneurs started using it. In 2013 & 2014, Most of the CRM systems were linked to business intelligence systems and communication software to enhance customer experience and improve the quality of corporate communication. Finally, in 2019 the use of Wearables and Mobile CRM gained popularity.

Industry Wise Use of CRM Solutions

If your business requires dealing with customers, you require a CRM tool to record customer details, interactions, purchase history, etc.

  • Banking/Insurance/Finance
  • Retail
  • Manufacturing
  • Information Technology
  • Business Services
  • Healthcare
  • Travel & Hospitality
  • Media
  • Wealth Management

Regardless of the type of business sector you are in, your customers are valuable assets of your organization, and you cannot afford to lose even one of them. Have a look at some of the predominant features of CRM.

Benefits of a Customer Relationship Management Software

Keeps Information Organized

Using CRM means keeping all the information about your customers organized, to make it more accessible. Every interaction with your customers needs to be identified, documented and recorded. For that, you need to think beyond paper files, excel sheets, and sticky notes, and deploy the best CRM tool.

Elevates Communication

Many times your customers may have to communicate with different people in your team. In that case, it can become a hassle for the customer if they need to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem as it ensures that everyone in the team has the same customer data.

Improves Customer Service 

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

Automates Repetitive Tasks 

There are some tasks like filling out the forms, completing legal formalities, etc., which are monotonous but are vital in a sales process. A CRM helps in automating these repetitive tasks and helps your representatives to focus on the tasks like closing deals and solving the queries of the customers.

Increases Efficiency Within Multiple Teams 

CRM helps in accessing the calendar, emails, phone call details, etc., keeping the multiple teams updated about the information relating to meetings & conferences. The marketing, sales, and customer service teams can share valuable data easily using CRM and accomplish their common goals successfully.

Encourages Smart Decision Making

Miscalculated data accessed from excel sheets or guesswork can lead to wrong decisions and failures. The best CRM tool can provide accurate data in the form of customized reports providing information about the current status of your overall business. Based on that, you can design strategies that really work and grab the opportunities that yield long-term profitability in your business.

Types of CRM Tools

Every business is different in terms of goals, requirements, and obstacles. Selecting the right CRM that fits your business specifically can become easy if you are aware of the types of CRM tools differing in terms of functionality, departments, and deployment.

How do CRM tools differ in terms of functionality? 

Strategic CRM

Strategic CRM puts the requirements of the customers first. Its job is to collect, segregate, and apply information about the customer and market trends to come up with the business strategies benefitting the customers.

Operational CRM

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

Analytical CRM

Analytical CRM is oriented towards analyzing the data required to make informed decisions for future business strategies. For example, an analytical CRM can provide answers to questions referring to the details about the customers positively responding to the previous marketing campaigns. This helps in analyzing the target audience and launching new marketing campaigns accordingly.

Collaborative CRM

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

How do CRM tools differ in terms of deployment?

On-Premise Deployment

Many companies prefer on-premise deployment of their CRM tool, as they get full control over it in terms of data and security. Also, on-premise deployment of the Customer Relationship Management software allows you to configure and customize the tool as per your requirement. The companies opting for on-premise deployment of their CRM software usually need to have a robust infrastructure in terms of servers, networking capabilities, storage, and human resources.

Cloud Deployment

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

Can You Get An All-In-One CRM Solution?

There are many all-in-one CRM solutions available in the market which can integrate everything that your business needs and not just manage your contacts. 

Many times an all-in-one CRM solution having too many features might not be suitable for your business, as it is including the features you are never going to use, and its cost is crossing your budget limit. This means you are spending unnecessarily on the features you don't require. The trick is to choose a CRM that includes the features your business requires, is intuitive & scalable, and not eating away your profits.

So, what are the features to look for while selecting a CRM software? Well, that depends on your business. Still, we have listed down some must-have features of a CRM you can consider before buying one.

Features to Look for While Buying a CRM Software

Contact Management

All the CRM solutions facilitate the users to feed the names, contact information, social media accounts of the customers, suppliers, prospects, etc. But, the important features you need to consider are - the fields should be logically organized, the interface should be appealing and user-friendly, and you should be able to access that information quickly.

Interaction Tracking

This is the most important feature when different team members are working with the same contacts. If you don't know what your colleague last spoke to one of your customers, you cannot move on with the conversation with him/her. Customer Relationship Management software should allow you to view the history of interactions done with the customers, to communicate accurately and effectively.

Lead Management

The process of converting leads to users in a smooth manner is important for any type or size of business. Proper lead management can do that. The key to the best selection here is to make sure that the CRM follows the process which can work as per your business logic. Your sales team can test CRM software to determine this aspect.

Integrations

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

Document Management

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

Quotes/Proposals Management

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

Sales Pipeline Management

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

Workflow Automation

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

Reporting/Analytics

With the reporting feature, you can generate customized reports relevant to sales figures, individual salesperson or team, customers based on geographical location, buyers' journey, etc. You just need to ensure that the CRM you select allows you to generate customized reports as per your business requirements. 

Proactive Approach 

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

Besides the features mentioned above, mobility is one feature that has become mandatory for businesses these days. Let us have a look at what exactly is Mobile CRM, and why is it required?

Mobile CRM: Why Is It Required?

Mobile CRM allows sales, marketing, and customer service teams to manage and access key information from any place using their mobile devices. Precisely, it helps users to run their business from anywhere and anytime. Below mentioned are some benefits a Mobile CRM software provides - 

  • Provides employees the flexibility of working from anywhere
  • Customers get prompt services and answers to their queries
  • Allows opening, sharing and updating files on the go
  • Enables updating information about leads, contacts, and opportunities in real-time basis
  • Provides access to updated information all the time

Adapting mobile CRM into your business means making your business work 24/7 that adds to the enhancement of customer experience.

How to Choose the Perfect CRM System for your Business?

There are several CRM tools available in the market, but not all can suit your business. Below listed are some factors which you need to consider while selecting the right CRM for your business.

Goals

Before investing in a CRM, you need to understand the problem you need to resolve using a CRM. You need to prioritize your goals to determine which CRM would suit your business. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be of no use.

Implementation

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

User Adoption

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

Compatibility to Integrate

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

Security

The data stored in CRM is highly valuable for an organization. Before selecting a CRM system, you need to ensure that it has high-end security with role-based access permissions for the users to ensure that the crucial and confidential information is secure.

Product Demo or Trial Period

It is always better to purchase a CRM system after using it for a certain time. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business or not.

Customized Reports

The Customer Relationship Management software you pick should allow you to generate customized reports as per your business operations and logic. The reports would help you in making informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.

Factors to Consider While Evaluating a CRM Vendor

After identifying the major factors to consider while selecting a CRM software, the next thing that comes is to pick the right CRM vendor. Here is the list of major aspects that you need to look into while evaluating a CRM vendor.

Industry Experience

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

Configuration & Training

Customer Relationship Management software is of no use to you if it is not configured properly, and your staff has not been provided training on how to use it. So, when you are asking for other details of a CRM software from the vendor, ensure that you ask whether they would be providing configuration services and training to your employees or not.

Flexibility & Scalability

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

Customer Support

Customer support is required, especially when CRM software has been newly deployed in your organization. You need to ensure that the CRM vendor you have chosen has a local partner network and provides prompt customer support.

Check Reviews

Don't purchase a Customer Relationship Management software from any vendor at its face value. Check the customer reviews, which will give you an idea about the quality of their CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or how is the quality of their CRM product? Because once you buy the CRM software from any vendor, you will not be able to change your decision until the purchase period expires.

Average Cost of a CRM System

Most of the CRM system cost is based on a monthly subscription and the number of users. The cost of a CRM tool can be as minimum as $5 per month and can go up to $100 per month depending on its features. For example, you can use Asort CRM by paying only $5 per month or LionO360 CRM at $100 per month depending on the features you require. If you are not comfortable with monthly subscription plans, you can go for solutions like Conduct CRM which is for $150 per year or BusinessMan Enterprise by paying a one-time charge of $11995.

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

Some CRM solutions are available free for a specific period, thus providing you the facility of using it before you invest in it. The users and features can be limited in the free trial period, but it gives you an idea about whether that CRM software is compatible with your business or not.

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

Tips to Successful CRM Implementation

For any organization implementing a CRM system is a challenging task. Many times, companies invest in Customer Relationship Management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below given some tips that can help you in the successful implementation of CRM in your organization.

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

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

  • The use of AI in CRM would increase at an exponential level
  • IoT would be a major advancement in the CRM market
  • Mobility in CRM is here to stay
  • Social media would continue to play a major role in customer relationship management
  • CRMs would become much more user-friendly
Why Referring to GoodFirms List of CRM Software Can Help?

Selecting the best CRM system, when there are so many available can be confusing. The question remains - which one to select. You can refer to GoodFirms list of best CRM software solutions, which includes detailed description features, and also the reviews of the people who have already used them. 

Why GoodFirms?

  • After following the intricate research process, GoodFirms provides the listing of more than 9000 software and services with detailed information.
  • GoodFirms can make your selection process easier by getting 15k+ unbiased reviews for different software and vendors.
  • The research conducted by GoodFirms is based on the latest technologies and trends and thus has been successful in winning the trust of renowned companies and software vendors.
Conclusion

As mentioned in this buyer's guide, excellent customer experience can drive you towards the growth and success of your business. If you have still not deployed a CRM for your business or not happy with your present CRM, you need to act quickly and select the best one which can bring positive results and accelerate the profitability of your business. If you have used any of the CRM systems available in the market, please share your experience in the comment section below, as that can help other buyers also in their selection process.

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