Best CRM software to track your customers and grow leads and sales.
As competition for leads and sales grows, sales teams and business owners need a better way to track customers through every stage of the buyer journey.
This is where CRM software comes into play.
Customer relationship management (CRM) software aims to nurture these customer relationships across your channels, ensuring an excellent experience for customers, and ultimately guiding them down the sales funnel.
CRM tools help manage and improve company interaction within a database by leveraging email marketing, lead generation, and marketing automation.
To make your decision easier, I ranked and reviewed the best CRM software based on features, integrations, sales capabilities, marketing tools, support, pricing, and more.
Let’s get started.
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What is the Best CRM Software?
After using a ton of different CRMs across numerous tech companies and testing both small business CRMs and enterprise CRMs, here are my top picks for the best CRM software.
Here are my best CRM Software to consider for your business:
HubSpot CRM is a full-featured marketing suite, with its CRM software being their most popular offering.
HubSpot CRM is great for sales professionals due to its great features and time-saving tools. It’s also a strong option for marketing teams with the ability to capture, track, and grow leads within a database.
They offer a 100% free version of their software, with the ability to upgrade and get access to their entire suite of marketing tools.
Key Features:
- Email and Lead Nurturing– You can send free, personalized emails, and track your results with built-in analytics reports.
- Contact Organization and Management– You can connect your email inbox to their CRM and automatically sync and organize your contacts in one place.
- Over 300 Integrations– Easily connect your existing tech stack to get more functionality out of the tools you’re already paying for.
- Live Chat and Chatbots– Help customers faster with support tickets, productivity tools, and instant chat capabilities.
- Sales Pipeline Data– Sales leaders can view their entire sales pipeline with insights into sales activity and individual performance.
Pros:
- A free plan that you can upgrade at any time.
- Integrated with their sales and marketing suites, which include live chat, landing pages, email marketing, ad management, document management, and more.
- Free email marketing and list segmentation.
- A team email and conversations inbox for access to all messages in one place.
- A great form builder to capture lead information.
- Ad management tools to track ROI across paid campaigns on Google, Facebook, Instagram, LinkedIn, etc.
Pricing:
HubSpot CRM has a free plan that offers a lot of great features to start with. You can then choose to upgrade to one of their paid plans:
- Starter ($40/month): All features of the free plan, plus additional forms, up to 50 email list segmentations, $1k in ad management, 10 reporting dashboards, and limited conversational bots.
- Professional ($800/month): All features of free and starter, plus 2,000 email list segmentations, $10k in ad management, 25 reporting dashboards, and full chatbot features. This plan also opens up additional features like phone support, content strategies, an SSL certificate, and a blog.
- Enterprise ($3,200/month): All features outlined above (with higher-tier options), plus user roles, event-based segmentation, predictive lead scoring, API calls, multi-touch revenue attribution, webhooks, and more
With Zoho CRM, you can get a 360-degree view of your business, track essential sales and marketing opportunities, and increase conversion rates. With more than 150,000 customers globally, Zoho CRM is one of the most popular tools on this list.
Key Features:
- Advanced CRM Analytics– Integrates your data and derive actionable insights.
- AI-Powered Sales Assistant– Zoho helps sales teams and representatives make decisions based on customer profile and detect anomalies.
- Performance Management– With features like gamification, reporting, sales forecasting, and territory management, you can make the best out of your small business spendings.
- Sales Enablement– Helps you generate price quotes and access sales scripts.
- Process management– Enables the team to chart out every step of the sales process with sales builder and processing rules.
Pros:
- Omnichannel customer support via phone, live chat, email, and social media.
- Provides high-level automation.
- Highly customizable.
- More than 100 third party integrations, including LinkedIn, Zapier, email integrations like Google and Outlook, and more.
- Highly scalable.
- 15-day free trial period.
- Offers a mobile version (for paid plans).
- Ensures data security, integrity, and regulatory compliance.
- Multi-language offered.
- Has a free plan for up to 3 users.
- Provides holistic calendar management.
- Offers data import/export.
- Predictive sales feature to help with data enrichment, email sentiment analysis, and more.
Pricing:
All three paid plans, the ‘Standard,’ ‘Professional,’ and ‘Enterprise’ cost $12, $20 and $35 per user per month (billed annually). Zoho CRM also offers a freemium plan for up to 3 users.
Freshworks is an AI-based CRM for lead scoring, email activity, email capture, and so forth. One of its most prominent features is that it provides a 360-degree view of your business.
Key Features:
- Lead Management– Provides solutions to convert prospective leads into customers.
- Deal Management– Gives you a thorough picture of where the deal is placed in the sales funnel. Also helps you manage and organize every step in the funnel and maximize your chances of conversion.
- Tracking and Lead Scoring– With in-built AI-feature, you can rank and score leads, and identify the ones most likely to make a purchase.
- Auto Lead Assignment– The CRM allows handpicked leads to select salespeople automatically.
- Smartforms (web-to-lead)– When a person fills up the web-form on your website, they automatically become a lead and are added to your database.
Pros:
- Provides high-level automation and intelligent workflows.
- Extensive range of integrations, including MailChimp, Zapier, Calendar, Piesync, Segment, and more.
- RESTful APIs to help you read, modify, add, and delete datafrom the help desk.
- Behavior-based lead segmentation.
- Advanced lead scoring based on characteristics and behavior.
- Sends out personalized welcome and voicemail messages.
- GDPR-compliant.
- 21-day free trial period.
- Excellent customer support via phone and email.
- Known as one of the best mobile CRMs with a mobile app.
- Event tracking (tracks previous communication to plan the future approach).
- Highly flexible.
Pricing:
Freshsales offers four plans, starting from $12 up to $79 per user per month (when billed annually).
Salesforce is one of the most famous names on this list and has more than a million users worldwide. It’s a cloud-based CRM software that caters to all the branches of a business, including sales, service, marketing, analytics, and more.
Key Features:
- Opportunity Management– You can close more deals by identifying the perfect opportunities with the ‘opportunity management’ module.
- Contact Management– With this module, you can track parameters like customer history, communications, and social media mentions.
- Sales Performance Management– Set sales goals and update targets for the best sales performance.
- Visual Workflow– Using this, you can drag, drop, share, and track files and updates.
- First Feed Feature– Allows you to see what you want to see first (based on your settings).
Pros:
- 24/7 customer support available via phone, email, and tickets.
- High-level automation and personalization (provide great social experience).
- 30-day free trial period.
- Cloud-hosted (faster and inexpensive).
- Compatible with Linux, Windows, Mac, Android.
- Open API (therefore highly customizable).
- Offer enterprise territory management, a sales CRM, and management of social networks.
- Multi-language and multi-currency customer support.
- Wide range of email templates to choose from.
- In-built Einstein Lead Scoring.
- Lead management with sales force automation and business intelligence.
- Compatible with all devices, including mobile phones.
- Provides partner communities.
- In-built process builder and lead generation tools.
- A large number of third-party integrations (Lead Exec, Ambassador, Zuora, Zendesk, among others).
- Mass emailing option to help you save time and effort.
Cons:
- Can’t be used by companies who want on-premise deployment.
- Live chat support isn’t available.
Pricing:
Salesforce offers a variety of products; therefore, the prices may vary. However, the subscription plans start at $25 per user per month, and the most expensive plan costs $1,250 per user per month (both billed annually). You can also get in touch with them for a customized plan.
Nimble is an excellent, albeit simple CRM software tool, that works within the G-Suite inbox or Office 365. It allows you to update contacts, access company & contact insights easily, and manage deals from within your workflow, among other impressive features.
Key Features:
- Relationship Management– helps you automatically combine and collate social media connections, communications, inboxes, and calendar appointments.
- Live Profiles– actionable, accessible contact records to quickly locate contact information and interaction history.
- Segmentation– helps you stay organized by segmenting your contacts into lists to take various actions.
- Reminder feature– never miss out on an opportunity with pre-scheduled reminder features.
- Pipeline management– always stay on top of every stage of the sales funnel by the visual representation of pipelines.
Pros:
- Sends out group emails to help you engage your audience at a large scale.
- Email tracking to engage customers/leads more effectively.
- Extensive range of third-party integrations, such as Gmail, Outlook, HubSpot, Mailchimp, and more.
- Offers a redesigned smart contacts app (enhanced widget to support, calendars, tasks, deals, and more).
- Highly scalable and customizable.
- 14-day free trial.
- The prospector tool allows you to visit a website and get professional details about people who aren’t listed on the website.
- Has a ‘group message’ feature.
- Extensive task management to create and assign tasks to different team members.
- Compatible with mobile phones.
- Ensures data security, integrity, and GDPR compliance.
Cons:
- Only a single plan is available.
- Doesn’t one with the auto-responder feature.
- Doesn’t have a free plan.
- Many integrations need a ‘sync’ tool to function properly.
Pricing:
There is only one plan available. The price is $25 per month (billed monthly) and $19 per month (billed annually).
Pipedrive is a sales-focused CRM that uses AI to automated repetitive tasks and manage leads and sales. They currently support over 90,000 customers and over $24 billion in deals have passed through their platform.
Key Features:
- Lead Management– Track leads and sales from forms, chatbots, and more on a 24/7 basis.
- Visual Sales Pipelines– You can organize your pipeline and create custom stages (hot, warm, cold) by rep or team member.
- Communication Tracking– A full contact history tracks calls, emails, chats, and more and allows you to set your schedule in real-time.
- Mobile Apps– You can use Pipedrive from your mobile device and integrate your smartphone with other sales apps to increase sales.
Pros:
- Can easily add deals, values, win probabilities, and close dates.
- Unlimited custom fields collect any piece of customer information.
- Custom reports can track revenue estimates and recurring revenue.
- Activity reports can track individual sales calls, emails, demos, and events.
- Lead source data reports tell you where your leads came from (organic, direct, SEM, social, outbound sales, etc.)
- “Sales Assistant” creates performance tips and automation recommendations to save you time.
Cons:
- Isn’t compatible with Linux.
- Ticket customer support not available.
- On-premise deployment isn’t available.
- No free plan available.
Pricing:
NetHunt CRM works collaboratively with your Google account and all other applications. It brings to you all the familiarity of the G-suite, along with all the CRM functionalities.
Key Features:
- Customer Relationship Management –Takes care of managing and following up on leads, taking care of existing customers, create records, and answers questions.
- Pipeline Management– Picks the right deals and activities to select and follow-up on a daily or weekly basis and see how close you are to closing a deal.
- Sales Cycle Management– Go after leads more effectively, find out the status of the sales cycle, and optimize efforts.
- Leads Tracking– Ensure timely follow-up and status of leads so that you can track and address them effectively.
- Sales Tracking– Helps you track sales across multiple channels, monitor the KPIs of the sales team, and capture information about leads and customers.
Pros:
- Fully integrated with Gmail.
- 14-day free trial period.
- Filter, sort, and save data the way you need.
- Highly customizable and scalable.
- Sends out personalized, bulk emails.
- Capture prospective leads in one click.
- User-friendly, intuitive interface.
- Extensively integrated with third-party applications (LinkedIn, Mailchimp, Twitter, Facebook, and more).
- Cloud-hosted (inexpensive and easy setup).
- Multi-language platform.
- Email, phone, and live chat customer support available.
- Compatible with mobile devices.
- Data import and export is effortless.
Cons:
- Isn’t compatible with Linux.
- Ticket customer support not available.
- On-premise deployment isn’t available.
- No free plan available.
Pricing:
Nutshell CRM is a comprehensive, cloud-based software aimed at solving a multitude of business process problems. It’s a holistic tool capable of handling all facets of a business CRM and perfect for keeping detailed records. It uses an Amazon Web Services (AWS) platform.
Key Features:
- Contact Management –Manage, import, and export all your contacts to get started immediately (automatic contact sync, centralized database, business card scanner, intelligent search function).
- Reporting & Performance Tracking –Instantly view your sales performance by drilling down by product, representative, lead source, and more (sales report, forecast report, loss report, activity report, funnel report, dashboards).
- Sales Automation– Automate most processes with powerful tools for maximum efficiency.
- Extensive Integrations– Nullifies the need for an IT department by offering various third-party integrations like Mailchimp, Constant Contact, Intercom, Outlook, Slack, and more.
Pros:
- Send bulk emails.
- Compatible with mobile devices.
- Easy data import & export.
- Provides a highly collaborative environment.
- Highly scalable and customizable.
- Cloud-hosted (inexpensive and easy to deploy).
- Extensive customer support via phone, email, live support, and tickets
- 14-day free trial.
- Comprehensive pipeline management (drag-and-drop board view, list view, chart view).
- Ensures data security, data integrity, and regulatory compliance (GDPR compliant).
- Provides continuous backups by taking snapshots twice-daily, weekly, and monthly.
- Payment card industry (PCI) compliant to protect billing information
Cons:
- Doesn’t support multiple languages (only English).
- Doesn’t offer on-premise deployment.
- Pricing plans do not include any freemium plan.
Pricing:
Insightly is a modern CRM platform that can help you grow your business faster by building lasting relationships with customers.
Key Features:
- Lead Routing– Tracks the most relevant lead information including a rich activity timeline of marketing campaign source, email, phone calls, meetings.
- Relationship Management– Enables you to build strong relationships with existing customers and get new customers on board.
- Extensive Third-Party Integrations– Integrated with a wide range of applications like Gmail, Mailchimp, Dropbox, Outlook, and more.
- Pipeline Management– Allows you to monitor the performance of the sales team, track sales pitch, and identify where it is precisely in the sales funnel.
Pros:
- Compatible with mobile devices, both Android and iOS.
- Provides visual dashboards for display and tracking important metrics.
- Ensures data integrity (military-grade AES-256 encryption) and regulatory compliance (GDPR-compliant).
- Highly flexible calendaring and events.
- Highly scalable and customizable.
- Offers features to ensure efficient filtering and tagging possible.
- In-built automated email reminders and tracking.
- 14-day free trial.
- One of the most affordable software solutions.
- Customer support available via phone, tickets, and email.
- In-built tutorials for hands-on experience working with the software.
- Get a real-time macro/micro view of your business.
- User-friendly and intuitive.
Cons:
- Doesn’t have live chat support and on-premise deployment.
- Supports only one language (English).
Pricing:
Engagebay is a cloud-hosted CRM that integrates all business processes and functions like sales, marketing, and finances on to a single platform. On top of that, the software primarily focuses on automation for maximum efficiency.
Key Features:
- Email Marketing –Offers a great module, laced with features like A/B testing, auto-responders, CAN-SPAM compliance, dynamic content, event-triggered emails, and more.
- Lead Generation –Efficient lead generation with features like contact import and export, lead capture, database integration, nurturing, scoring, segmentation, and more.
- Marketing Automation –Offers customizable CTAs, drip campaigns, sales intelligence, website visitor tracking, and so forth.
- Social Media Marketing– You can perform analytics, contact management, automated publishing, content management, and multi-account management.
pros:
- Offers a great free plan.
- Extensive third-party app integrations, such as Zapier, Xero, and more.
- Highly customizable and scalable.
- User-friendly and intuitive interface.
- Comprehensive customer support via phone, live chats, email, tickets.
- Offers free trial period for paid plans.
- One of the most affordable plans in the market (entirely cloud-based).
- Ensures data security, integrity, and regulatory compliance (GDPR-compliant).
- Real-time, consolidated customer information for all (including previous interactions and purchases).
- Variety of forms and pop-ups for visitor engagement and lead generation.
Cons:
- Doesn’t offer on-premise deployment.
- Supports only English software.
Pricing:
Pipeline is an intuitive, cloud-hosted, all-in-one CRM software that is ideal for small and medium businesses. It has excellent features with a focus on sales and employee empowerment.
Key Features:
- Sales Pipeline Management –Allows you to visualize, optimize, and understand your sales pipeline for maximum efficiency.
- Lead Management –Identify, track, follow up, and nudge the leads that are most likely to be converted (into sales) along the sales funnel.
- Contact Management –Helps you build new relationships with prospective leads and follow up on existing customers.
- Sales Team Management –Sets meaningful objectives and establish team activity tracking. Moreover, it helps you eliminate redundancies, delays, and confusion by organizing team knowledge and providing a framework for collaboration.
Pros:
- 14-day free trial period.
- Unlimited deals, stages, companies, and contacts.
- Unlimited file storage.
- Easy import/export data (Excel or other CRM).
- Since it is cloud-hosted, it’s inexpensive and easy to set up.
- High customizability and scalability.
- Compatible with mobiles (Android and iOS).
- In-built email acceleration, which helps you track open-rate, click-through rates, and downloads.
- Enables you to develop dashboards for real-time visualization.
- Extensive third-party integrations (Mailchimp, Outlook, Excel, Zapier, and more).
- In-built foreign currency tracking (any market or local currency).
- Comprehensive data analytics and campaign management for actionable insights.
- Extensive customer support via email, phone, live support, and tickets.
Cons:
- Doesn’t offer a freemium plan.
- You don’t get an on-premise deployment.
- No multi-language support (only English).
Pricing:
Agile CRM is an all-in-one CRM with a focus on automation of your marketing and sales while pooling them on to one platform. It is a cloud-based SaaS service that is also one of the most affordable software around.
Key Features:
- Contact Management- Efficient single page management of contacts can help you close more deals.
- Project Management - Effective management of all projects on the same platform with features like drag-and-drop task lists and more.
- Appointment Scheduling – You can share your calendar online & automate scheduling, invites, and follow-ups.
- Email Marketing - Create and send professional emails, newsletters, personalize them, and track & analyze results.
Pros:
- It offers a free plan for up to 10 users.
- Cloud-based (inexpensive and easy to set up).
- Offers multi-chat windows, easy data entry, and workflow automation.
- Extensive customer support via phone, email, live chats, and tickets.
- Comprehensive email tracking to help you gain essential insights into your email marketing campaign.
- Built-in auto-responders.
- Extensive third-party integrations with social, billing, email, and customer support apps.
- The “telephony” feature lets you enjoy one-click calling, call scripts, and voicemail automation.
- Offers mobile marketing to send out personalized SMS and use mobile messaging in campaigns.
- Helps you create dynamic landing pages to attract and engage potential leads.
- Offers excellent exit intent pop-ups (convert abandoning visitors using them)
- Highly scalable, customizable, and user-friendly.
Cons:
- Doesn’t provide on-premise deployment.
- Supports only English.
- 24/5 customer support (not 24/7).
Pricing:
Adsoup is a multi-platform CRM software with a focus on streamlining communications between your business and clients. It is most suitable for sales and can be very useful for small and medium-sized enterprises.
Key Features:
- Real Time Messaging - Mobile compatibility ensures that you can always serve your customers even from remote locations by using a web browser.
- Sales Tracking - Know the exact status of a prospective lead and its position in the sales funnel.
- Revenue Monitoring - Study and keep track of the channels generating the maximum revenue for increased focus.
- Single Platform communications - Allows sales representatives to keep track of all prospective leads across multiple windows and not miss out.
Pros:
- Has great free plan.
- Paid Subcriptions Have 7 Days Free Trial.
- Compatible With Mobile Devices.
- Customer Support Via Live Chat.
- Real Time Value Tracking And Revenue Reports.
Cons:
- Doesn't Have email support or customer support.
- Support Only English.
- You have to pay additional amount for extra add-ons.
Pricing:
Keap offers a wide range of features to help small businesses better organize their contact data so they can deliver great service. Through its plethora of marketing tools, Keap's platform keeps your customer information organized and your sales team's daily work in one place. This creates a less cumbersome and repetitive experience for users, allowing more time for you and your team to move through sales tasks seamlessly. Keap's all-in-one sales and marketing software is designed to be easy to use for entrepreneurs and startups.
January 2021 : Keap released a native integration to Zapier. The Zapier integration library of more than 2,000 applications, including Shopify and Facebook, is included in all of Keap's plans and can be accessed by going to the Integrations page in the Keap app. According to Keap, no additional download or installation is required to access the integrated apps.
True to its name, Buddy CRM acts as a small business's CRM BFF for establishing and keeping customer relationships.
It starts by giving you all the information you need about customers before you even contact them, so you're always prepared for a sales call or meeting. Buddy CRM also gives you at-a-glance looks at the status of your business throughout the sales cycle, so you can pinpoint hot leads, identify where and why sales are lost, monitor KPIs and track team activities from a single screen.
It also comes with a free mobile app, so you can take Buddy CRM with you wherever you go.
Need more flexibility in your CRM software? Maximizer is an all-in-one CRM solution that is completely customizable to cater to your business's unique needs.
In addition to offering three robust CRM tools – sales management, marketing automation and customer service – the software also gives you a choice of using the cloud-based version of the software or an on-premise version hosted on your own servers.
Sage CRM is an all-in-one solution that lets you do more with your CRM. In addition to contact and lead management, Sage CRM offers targeted marketing, email marketing, social CRM and more.
It also comes with a built-in customer-service portal to help you deliver excellent customer support. And if you use Sage ERP, Sage CRM integrates seamlessly for even better sales acceleration.
If you want a truly comprehensive CRM solution, check out Snapforce. This CRM software eliminates the need to use multiple tools to manage your business.
In addition to core CRM features, Snapforce offers cloud-based file storage, calendars and event management, email syncing with your email client, and case management via a ticket system. It also comes with a complete call center software, so customers can reach you with a simple phone call.
eWay-CRM is a CRM add-in for Outlook, and it's available on iOS and Android. The software offers a free plan, a monthly subscription plan and a lifetime license.
What is a CRM Software?
CRM ( Customer Relationship Management).
It’s a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into one cohesive system.
Every user has easy, direct access to the real-time client data they need. This not only allows for unparallelled coordination across teams and departments, but also makes it possible for businesses to provide their customers with something extra ordinary: personalize, one-to-one customer journeys.
Compare that to the limited functionality of old analogue and legacy systems, and you have something with the ability to revolutionize the way you connect with customers.
You can’t define CRM software without taking into consideration SaaS and cloud computing, both of which work together to allow CRM platforms to be available wherever a user has internet.
Because of these technologies, cloud-based CRM software can grow and scale with your business, so every company, no matter the size, can benefit from a CRM-software based system.
Feel Free to Check out Our Post on Best Email Marketing Software, Services and Platform.
Which one of these CRM Software are you planning to use, and why?
Let me know by commenting below.