When choosing a Customer Relationship Management ( CRM ) software for your business, there are multiple factors to consider, including cost, features, setup and integrations. Since there are so many options on the market, we’ve researched and analyzed many platforms to determine the ones we think are the best for various business needs. We arrived at our best picks after looking at a number of factors, including how much each CRM costs, how simple it is to use, the tools it offers your sales and marketing teams, and how well it integrates with other popular business applications. Continue reading to learn more about our recommendations, as well as important things to consider when you choose your CRM software.

Hubspot

Hubspot CRM provides a full suite of capabilities that aid smart teamwork and allow companies to track, organize and close sales seamlessly. It’s entirely free of charge and provides automated contact management, customized tracking and reporting.
App marketplace integrations let users expand performance capability based on their needs to achieve optimum business growth. Additionally, users can increase traffic, generate revenue, and connect with the marketing, sales, and service and CMS hubs allows companies to receive even greater functionality.

Features:

• Free version
• Growth platform
• Data insights
• Bulk email
• Bulk storage
• Workflow automation
• Built-in analytics

 

 

 

monday.com

monday.com CRM software will allow you to manage customer data, interactions and processes the way you want. It will keep all the data protected. It will allow you to capture the leads online through an integrated contact form. Leads can also be inserted automatically that were captured on other forms. Monday.com will allow you to import leads from various tools.

Features:

• Session management
• Advanced account permissions
• It will allow the automation of 100000 actions per month
• It provides an audit log
• HIPAA compliance
• It will provide a clear overview of sales, processes, performance, etc.
• It will allow you to automate repetitive tasks.
• It has a feature for setting automatic reminders, due date notifications and assigning new tasks to teammates automatically.

 

Zendesk

Zendesk offers a modern CRM system that’s easy to set up and use, no matter the size of your business. It’s packed with a ton of CRM tools that help your team maximize revenue by boosting productivity, processes, and pipeline visibility. 

Zendesk also has a user-friendly mobile app that synchronized with the desktop experience, so your sales team won’t miss a beat in the field. 

The email intelligence tool allows for seamless tracking of all email communication and helps sales reps work more efficiently. Thanks to real-time push notifications, activity reporting and email template automation. Its power dialer allows reps to make calls without lifting a finger, logs and records every call and provides access to scripts, notes, and out-of-the-box all analytics. Businesses can easily keep tabs on call count, duration, and results.

Features :

• E-mail tracking and automation 
• Activity reporting and analytics
• Customizable sales dashboard
• CRM mobile app
• Out-of-the-box integrations
• Contact and deal management
• Centralized platform

 

Sales creatio 

Sales creatio is a process-driven CRM for marketing, sales, and service automation. The solution allows companies to manage the complete customer lifestyle – from lead to sales and to ongoing customer service. The solution gives users the ability to align marketing, sales, and service activities on one single CRM platform. 

With wide Sales Creatio functionality, sales professionals are able to efficiently manage the complete sales cycle – from initial contact to order, and successful cross and up sales. The system is equipped with a set of built-in best practice sales processes that guide sales reps step-by-step through the most effective actions to liberate sales bottlenecks and get the most out of the sales pipeline. 

Sales reps can take advantage of creatio powerful features such as sales forecasting and planning, opportunity management, and field sales management. A single window for order processing enables the management of orders with no effort: predefined templates allow sales agents to easily create new orders and invoice the client in a single click.

 

Apptivo

With an impressively compatible and fully online CRM system, Apptivo allows you to centralize all your customer care needs from any device while using any browser. It boasts a targeted list of features that still has over 65 integrated applications and a sturdy sales pipeline management system. That means there’s never a wasted moment when tracking prospective customers.

Features:

• Social news feed
• IMAP email integration
• Drag and drop email templates
• Developer API

 

Insightly

Insightly CRM caters to small businesses who wish to bring all aspects of the sales and project management process under a single platform. 

Geared specifically towards small businesses, insightly CRM is available in five different plans, ranging from their free service-two users- to their comprehensive enterprise service. As a result of this insightly CRM is positioned to provide the correct service level for businesses at different levels and stages of growth, with the ability for low-cost early adoption, this can be upgraded as the business and its needs expand.

With a strong focus on integrating sales and project management, Insightly CRM has been built to make tracking and organizing all aspects of the customer relationship process easy to manage and visualize through a fully customizable interface.

Insightly CRM is entirely web-based, with both IOS and Android optimization and mobile apps accessible at all user levels.

Features:

• API Access
• Contact management
• Funnel reporting
• Performance reporting
• Task assignment
• Cadence
• Database management
• Integrations
• Pipeline management 

 

Salesforce

Salesforce CRM is owned by salesforce.com, which is a cloud computing company headquartered in San Francisco, California. Salesforce CRM is a cloud-based CRM that does not require IT experts to set up or manage it. One can simply log in and connect to the customers directly. Salesforce CRM has the ability to manage customer interactions in an organization through several methods such as phone calls, email inquiries, communities, media and social media. Salesforce is said to handle all customer relationships by focusing on sales, support, and marketing processes.

Features:

• Adaptable
• Cost reduction
• Customizable products
• Easily accessible
• Quote to cash automation
• Opportunity management
• Sales forecasting
• Document management

 

Copper

Copper is an excellent CRM for people who live in google workspace, and for some companies, it’s the perfect missing link. Keep reading to discover the benefits and tradeoffs of making copper from CRM.

Although copper CRM didn’t make it to the top five, it’s an excellent CRM solution for google-heavy businesses and has several features you’ll find useful as a Google user. However, its lack of features and non-existent usefulness outside of google workspace are its biggest drawbacks.

Features:

• Google workspace compatibility
• Automation
• Simplicity
• Lead management
• Customized reporting
• Quick onboarding
• Security
• Industry range

 

Zoho CRM

Zoho CRM enables an organization’s sales force to work more efficiently and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behaviour analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.

Features:

• Centralize your communication channels
• Act in context
• Save time
• Track performance with real-time data
• Easily make sense of data
• Improve performance with AI
• Support mobility
• Create your own solutions
• Migrate quickly
• Mould the platform to your needs

 

Accelo

Accelo is an end-to-end cloud-based professional service software utilizing simple and impactful tools to manage the business, carry out projects, develop the quality of work of staff and grow the customer relationship.

Features:

• It provides a holistic view of updated business data and financial performance and leaves you to identify and focus on focus on the most profitable client work.
• It provides a centralized client interaction platform integrating clients’ communications, and activities and works for easier access to client information.
• It provides resource management optimization where it predicts and scales resource availability based on capacity and pipeline for optimum staff allocation.

 

Keap 

Keap is a software designed specifically for small businesses that organize your customer information and daily work in one place, freeing you up from repetitive tasks, so you have more time to focus on growing your business and delivering great service.

Features:

• Gmail and Outlook integration
• Personalised communications
• Pre-written email templates

Conclusion:

CRM tools have been used aggressively among all companies for maintaining the organisation’s workflows and a healthy and strong relationship with the customers.

For small-scale industries: HUBSPOT and CRM Creatio would be good as their cost is very low and affordable with most of the features and it doesn’t require a dedicated team towards it.

For medium-scale industries: Monday.com, HUBSPOT, Sugar CRM, and Zoho would be good choices as again the price is less and provides vast features.