Best CRM Software

HubSpot CRM

The HubSpot CRM is designed to save you time and effort by automating many of the tasks that you would otherwise have to do manually. It can automatically update reports and keep track of your team’s progress toward quota.

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Pipedrive

Pipedrive is a web-based solution that is designed using activity-based selling methodology. This means that every action involved in converting a potential deal into a successful sale is streamlined.

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Monday CRM

Monday.com’s sales CRM platform helps teams track customer data and manage the entire sales cycle with easy-to-build custom automations to eliminate repetitive tasks and manual work.

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Salesforce CRM

Salesforce is one of the most popular CRMs on the market, and for good reason. It’s a highly customizable platform that can be adapted to fit the needs of virtually any industry.

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Freshworks

Freshworks is a good system for growing companies with quickly expanding sales and marketing automation needs. It serves markets from small businesses to mid-market enterprise customers.

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Top 20 Best CRM Software

  1. Best Overall: HubSpot CRM
  2. Best for Sales Automation: Pipedrive
  3. Best for Project Management: Monday CRM
  4. Best for Enterprise: Salesforce
  5. Best for Small Businesses: Freshworks
  6. Best for Workflow Automation: Creatio
  7. Best for Agencies: Scoro
  8. Best for Email Integration: Nimble
  9. Best for Sales Enablement: Pipeline
  10. Best for Full Customer Lifecycle: Zendesk
  11. Best for Finance Management: WORKetc
  12. Best for Small Companies: Apptivo
  13. Best for Report Generation: Capsule CRM
  14. Best for Entrepreneurs: Keap
  15. Best for Tracking: Podio
  16. Best for ERP Solutions: Odoo
  17. Best for Team Collaboration: Insightly
  18. Best for CRM: Zoho CRM
  19. Best for Marketing Automation: Sugar CRM
  20. Best for Admin: Microsoft Dynamics 365

Comparing the 20 Best CRM Software

The chart below begins with the top three CRM systems, but you browse through other CRMs using the right and left arrows at the top of this chart. This comparison chart allows you to see what each company has to offer quickly, and you can click on the “Read Review” button to learn more.

3 out of 20
Overall Rating
Price (monthly)
Best use case
Free trial
Minimum seats
Customer support
Setup time
Discounts

Best Overall

Sales Automation

Project Management

Enterprise

Small Businesses

Workflow Automation

Agencies

Email Integration

Sales Enablement

Full Lifecycle

Finance Management

Small Companies

Report Generation

Entrepreneurs

Tracking

ERP Solutions

Team Collaboration

Customization

Marketing Automation

Admin Capabilities

14 Days
14 Days
14 Days
14 Days
21 Days
14 Days
14 Days
14 Days
14 Days
30 Days
14 Days
30 Days
30 Days
14 Days
No (free plan)
15 Days
14 Days
15 Days
7 Days
30 Days
5 Seats (included in plan)
1 Seat
3 Seats
1 Seat
1 Seat
1 Seat
5 Seats
1 Seat
1 Seat
1 Seat
2
1 Seat
1 Seat
2 Seats (included)
1 Seat
1 Seat
1 Seat
1 Seat
3 Seats
1 Seat
24/7 Email & Live Chat
24/7 Email & Live Chat
24/7 Email & Live Chat
24/7 Phone support
24/7 Email & Live Chat
24/7 Email & Live Chat
24/7 Email & Phone
24/7 Email Support
24/7 Email & Phone
24/7 Email, Chat, Phone
24/7 Email & Live Chat
24/7 Email, Chat, Phone
24/7 Email & Live Chat
24/7 Email, Chat, Phone
24/7 Email Support
24/7 Email & Phone
24/7 Email, Chat, Phone
24/7 Email & Phone
24/7 Email & Phone
24/7 Email & Phone
5 Minutes
6 Minutes
5 Minutes
9 Minutes
5 Minutes
7 Minutes
6 Minutes
10 Minutes
7 Minutes
10 Minutes
8 Minutes
10 Minutes
8 Minutes
8 Minutes
15 Minutes
13 Minutes
13 Minutes
15 Minutes
15 Minutes
15 Minutes
Up to 10% OFF
Up to 25% OFF
Up to 18% OFF
No discounts
Up to 17% OFF
No Discounts
Up to 16% OFF
No Discounts
No Discounts
No Discounts
No Discounts
Up to 20% OFF
No Discounts
Up to 20% OFF
Up to 20% OFF
Up to 20% OFF
No Discounts
Up to 34% OFF
No Discounts
No Discounts

Comparing The Top 5 CRM Software Features

Rank CRM Plans Price Features Rating Website
1 HubSpot
  • HubSpot Sales CRM
  • Hubspot Service CRM
  • HubSpot Marketing CRM
  • HubSpot Partners CRM
Starts at $45
  • Contact management
  • Company management
  • Deal management
  • Task management
  • Sales automation
  • Marketing automation
  • Email tracking
  • Reporting
  • Integrations
4.9 VisitRead review →
2 Pipedrive
  • Pipedrive Essentials
  • Pipedrive Professional
  • Pipedrive Enterprise
Starts at $14.90
  • Lead/deal/contacts/people/organization/calendar/activities/data management
  • Customizable pipelines
  • Products catalog
  • Full email marketing & scheduling capabilities
  • Documents management and creation
  • Workflow automation
  • Report generation for every type of data
  • Sales Assistant
  • Smart contact data
4.8 VisitRead review →
3 Monday CRM
  • Basic
  • Standard
  • Pro
  • Enterprise
Starts at $10
  • Lead-through-deal/visual sales/contacts management
  • Custom fields
  • Full mobile CRM
  • Full API access and document management
  • Timeline view,
  • Calendar view
  • Guest access
  • Email sync
  • Sales analytics
  • Mailchimp integration
  • 5-board dashboards,
  • Sales forecasting
  • Automation actions
  • Custom notifications
  • Commission management
  • Time tracking
  • Workflow and approval automations
  • Advanced reports
4.8 VisitRead review →
4 Salesforce
  • Sales Cloud Lightning Professional
  • Sales Cloud Lightning Enterprise
  • Einstein Analytics and Discovery Edition
  • Service Cloud Lightning Professional
  • Service Cloud Lightning Enterprise
  • Marketing Cloud Individual
  • Marketing Cloud Professional
  • Marketing Cloud Enterprise
Starts at $25
  • Account/contact/lead/task/opportunity management
  • Lead auto-assignment
  • Automatic capture lead’s info
  • Mass email
  • Marketing campaigns;
  • Customizable reports and dashboards
  • Email integration with Gmail and Outlook
  • Salesforce mobile app
  • Comprehensive Business Ecosystem
  • Pipeline management
  • Lead registration,
  • Rules-based lead scoring
  • Collaborative forecasting and forecasting mobile app
  • Quote and order management,
  • Roles and permissions
  • Developer sandbox
4.7 VisitRead review →
5 Freshworks
  • Freshsales Free
  • Freshsales Growth
  • Freshsales Pro
  • Freshsales Enterprise
Starts at $15
  • Contact & Account Management 
  • Contact Lifecycle Stages 
  • Built-in Chat, Email, & Phone 
  • 24×5 Support 
  • Mobile App 
  • Visual Sales Pipeline 
  • AI-powered Predictive Contact Scoring 
  • Sales Sequences 
  • Up to 2,000 Bot Sessions/Month  FREDDY
  • WhatsApp Business 
  • Multiple Sales Pipelines 
  • Time-based Workflows 
  • AI-powered Deal Insights & Next Best Action 
  • Up to 3,000 Bot Sessions/Month  FREDDY
  • Sales Teams & Territory Management 
  • Custom Modules 
  • AI-based Forecasting Insights 
  • Audit Logs 
  • Up to 5,000 Bot Sessions/Month  FREDDY
  • Dedicated Account Manager 
4.5 VisitRead review →

Best Overall

HubSpot

to HubSpot

Our Take

It’s hard to keep track of all the different interactions you have with your customers, and it’s tough to know where to start when trying to attract more of them. You’re not alone! Most businesses struggle with customer relationship management (CRM). In fact, a study by Gartner found that only 25% of companies are satisfied with their CRM system. HubSpot CRM is designed to help you manage and understand your customer interactions so you can focus on attracting more of them. With tools for email marketing, contact management, lead capture, and reporting, HubSpot CRM makes it easy to see the big picture and grow better.

4.9

out of 5

Pros

  • Excellent Integration
  • Efficient Reporting
  • Flexible Plans
  • Wide range of Features

Cons

  • Poor SEO Optimization
  • Limited Landing Page Designs
  • Less number of Templates
  • Inactive Customer Support

What is HubSpot ?

HubSpot’s Marketing Hub is a growth platform on a mission to make the world more inbound. The vendor boasts over 64,500 total customers and 100 countries presently using their software services or support for transformation with this helpful tool tailored towards running successful campaigns that keep people interested while also being happy about being your business’ client.

HubSpot CRM makes sales processes more efficient and measurable. The software is designed to help close more deals in less time by giving sales reps the information they need when they need it. And because it’s free, you can get started with HubSpot CRM without breaking the bank.

The following Plans are offered by HubSpot CRM:

  • Starter Plan starts at $45/month (5 seats included)
  • Professional Plan starts at $450/month (5 seats included)
  • Enterprise Plan starts at $1200/month (5 seats included)

What are the Features of HubSpot CRM?

HubSpot CRM is an excellent tool that can greatly help to boost your business. Following are some of the features offered by HubSpot CRM:

  • Sales Automation
  • Live Chat
  • Integration
  • Contact Management
  • Lead Management
  • Reporting and Forecasting
  • Sales Analytics

And many more!

What are the Drawbacks of HubSpot CRM?

Although HubSpot CRM is an excellent tool for managing your CRM but it does have some drawbacks. These drawbacks are listed below:

  • Data extracted from email flow is often not organized
  • Not very helpful live support
  • Limited landing page designs

Bottom Line: HubSpot CRM is a great choice for small businesses that are looking for an affordable, yet feature-rich CRM solution. The software offers a wide range of features, including contact and deal management, sales automation, marketing automation, email tracking, and reporting. Additionally, HubSpot CRM integrates with a variety of third-party applications, making it a very versatile solution.

to HubSpot

Best for Sales Automation

Pipedrive

to Pipedrive

Our Take

It’s tough to keep track of all the moving pieces in a sales process, especially when you’re juggling multiple deals at once. Juggling deals is tough, and it’s easy to lose focus on the activities that drive them to close. You need a tool that will help you see the big picture and keep everyone focused on what matters. Pipedrive is the solution you’ve been looking for. With its simple yet powerful interface, you can easily adapt it to your unique sales process. Plus, with more than 50k happy users around the world, you know it’s a tool that construction companies love too.

  • Price: $14.90 to $19.90+
  • Discounts: Save upto 17% on Yearly Plan
  • Promotion: 14 days Free Trial

4.8

out of 5

Pros

  • Extremely User Friendly
  • Follow up Reminders
  • Excellent Data Management
  • Efficient Email Marketing Plans

Cons

  • Limited third party Integration
  • Faulty Reporting
  • Integrations can be Improved

What is Pipedrive?

With a simple interface, Pipedrive makes it easy to manage the many aspects of your sales process. This includes seeing what’s happening at a macro level as well as giving step-by-step guidance so that you can keep everyone focused on closing deals instead! Construction companies love this tool because they don’t have to worry about how their software will work with different industries or processes. Pipedrive’s goal is simply to help them sell more products by keeping all those little details straight in mind.

Pipedrive is quite efficient as it starts working from the first day. It is among the fastest CRMs to be set up and adopted as it requires no training. The average time to value with Pipedrive is just one week!

Pipedrive offers the following plans (billed annually):

  • Essential Plan starts at $14.90/seat/month
  • Advanced Plan starts at $24.90/seat/ month
  • Professional Plan starts at $49.90/seat/month
  • Enterprise Plan starts at $99.90/seat/month

What are the Features of Pipedrive?

Pipedrive is a great tool that offers various features to help you manage your sales process. Some of the features offered by Pipedrive are listed below:

  • Deal Tracking
  • Activity Scheduling
  • Interactive Timeline
  • Visual Sales Pipeline
  • Customizable Dashboard
  • Powerful Reporting

And many more!

What are the Drawbacks of Pipedrive?

Pipedrive is an excellent tool that offers a wide range of features. However, it does have some drawbacks. These drawbacks are listed below:

  • Lacks in third-party integration
  • Slow processing while linking to multiple email accounts
  • The reporting can be made more detailed and thorough

Bottom Line: When it comes to affordable CRM, Pipedrive is one of the best options out there. It offers a wide range of features that can help you manage your sales process effectively. However, it does have some drawbacks in integrations in case you’re looking for a CRM that can connect with multiple email accounts or other third-party applications. But all in all, Pipedrive is an excellent tool for managing your sales process.

to Pipedrive

Best for Project Management

Monday CRM

to Monday CRM

Our Take

Sales teams are often bogged down by unnecessary paperwork and data entry. This can lead to lost time and opportunities. You know that sales teams need to be agile and have quick access to all the relevant customer data in order to capitalize on opportunities. But managing all of that data can be a daunting task. Monday CRM is the solution you’re looking for. It’s built on top of monday.com, the leading work management platform, so it’s easy to use and integrates with most sales apps and tools. With Monday CRM, sales teams will have everything they need right at their fingertips, allowing them to focus on what’s important – selling!

4.7

out of 5

Pros

  • Excellent in managing Subtasks
  • Displays real time data
  • Easily Customizable Automations
  • User-friendly and easy to Set-Up

Cons

  • Not very efficient in Tracking
  • Slow processing in Mobile App
  • Integration can be Improved

What is Monday CRM?

Monday.com is a company that builds powerful CRMs to help business owners, sales teams and marketers all across the world manage their daily work in an organized fashion without any unnecessary stress or hassle. Monday CRM knows how difficult it can be, for busy people trying to do good work while maintaining healthy lives outside of office hours! Monday CRM takes care of everything from managing contacts and accounts, streamlining post-sale processes such as invoicing/receiving payments, helping you build custom dashboards using no-code, and even tracking your sales pipeline progress in real-time.

Monday CRM offers the following plans:

  • Free Plan starts at $0/month (up to 5 seats)
  • Basic Plan starts at $10/seat/month
  • Standard Plan starts at $12/seat/month
  • Pro Plan starts at $20/seat/month
  • Enterprise Plan

What are the Features of Monday CRM?

Monday CRM offers a wide range of features to help you manage your sales process effectively. Some of the features offered by Monday CRM are listed below:

  • Account Management
  • Contact Management
  • Lead Management
  • Pipeline Tracking
  • Task Management
  • Reporting & Analytics

And many more!

What are the Drawbacks of Monday CRM?

Monday CRM is a highly efficient tool but it does have some highs and lows. Some of the drawbacks Monday CRM has are listed below:

  • The tracking and reporting can be improved
  • The mobile app needs to be improved so it doesn’t offer slow processing.

Bottom Line: Overall, Monday CRM is a great tool that can help you manage your sales process effectively. It offers a wide range of features that can help you keep track of your sales pipeline and progress. However, it does have some drawbacks in terms of tracking and reporting as well as mobile app processing. But to conclude, Monday CRM is an excellent tool for busy people who want to manage their sales process without any unnecessary stress or hassle.

to Monday CRM

Best for Enterprise

Salesforce

to Salesforce

Our Take

Sales reps are always looking for ways to increase their sales productivity and visibility. It can be tough to keep track of all your leads and customers and know where your business is at in terms of forecasting future sales. Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com’s Sales (CRM), Service, Platform, and Marketing applications are designed to help companies connect with customers, partners, and employees in entirely new ways.

4.7

out of 5

Pros

  • Excellent customization and integrations
  • Efficient in setting up Work Flow
  • Commendable Data Management
  • Provides Detailed Analytical Reporting

Cons

  • Complez user interface
  • Pricing is high
  • Regrouping of data needs to be improved

What is Salesforce?

With a simple yet powerful tool like Salesforce, you can improve your company’s revenue by 29%, 34%, and 42%. The cloud-based CRM application enables users to forecast revenues while tracking leads. It has been reported that these tools help companies connect with customers in entirely new ways which results in greater visibility of sales stats such as total amount sold or profit margin percentage for managers who are looking at their data remotely through mobile devices rather than being physically present during meetings.

Salesforce is a great tool for beginners as it has excellent integration and offers a wide range of features.

Salesforce offers the following plans:

  • Essential Plan starts at $25/seat/month
  • Professional Plan starts at $75/seat/month
  • Enterprise Plan starts at $150/seat/month
  • Unlimited Plan starts at $300/seat/month

What are the Features of Salesforce?

Salesforce offers a wide range of features to help you manage your sales process effectively. Some of the features offered by Salesforce are listed below:

  • Lead Management
  • Contact Management
  • Account Management
  • Opportunity Management
  • Quote Management
  • Product and Price Books

And many more!

What are the Drawbacks of Salesforce?

Salesforce is a great tool but it does have some drawbacks. Some of the drawbacks Salesforce has are listed below:

  • The user interface can be improved
  • It is a bit pricey

Bottom Line: Overall, Salesforce is a great tool that offers a wide range of features to help you manage your sales process effectively. However, it does have some drawbacks in terms of user interface and price. But to conclude, Salesforce is an excellent tool for beginners who are new to the world of CRM and need quick solutions.

to Salesforce

Best for Small Businesses

Freshworks

to Freshworks

Our Take

Sales reps are often bogged down by the need to use multiple tools to do their job. This can lead to a lot of time wasted trying to find information or tracking down leads. Juggling between multiple tools can be really frustrating and time-consuming. You never quite know where you are with your leads, and it’s hard to keep track of what you need to do next. Freshworks CRM is an all-in-one sales CRM software that helps sales reps manage their leads more effectively. With features like built-in phone and email, lead scoring, visual sales pipeline, rep360-degreeorts and dashboards, automations, and mobile apps, Freshworks CRM ensures that sales reps have everything they need in one place. Plus, with auto-profile enrichment and activity tracking, you get a 360 degree view of your leads so you always know what’s going on.

4.5

out of 5

Pros

  • Efficient followup Reminders
  • Excellent in organizing
  • Amazing lead Management
  • Maintains hot Prospects

Cons

  • Interface can be made more User Friendly
  • Graphics need to be Updates
  • Integrations can be Improved

What is Freshworks?

Freshworks CRM offers an all-in-one solution for sales automation with features like built-in phone and email, lead scoring that scores sales, pipeline visualizations, reports, dashboards, automation, and mobile apps, ensuring minimal downtime between tools while maximizing productivity. According to the vendor, Freshworks CRM is easy to use having intuitive UI means translating into low training time on how it functions.

Freshworks CRM is a great tool for small businesses who are looking for an all-in-one solution in the shortest amount of time.

Freshworks CRM offers the following plans (billed annually):

  • Free Plan starts at $0/seat/month
  • Growth Plan starts at $15/seat/month
  • Pro Plan starts at $39/seat/month
  • Enterprise Plan starts at $69/seat/month

What are the Features of Freshworks?

Freshworks offers a wide range of features to help you manage your sales process effectively, especially if you are just starting out your business. Some of the features offered by Freshworks are listed below:

  • Territory Management
  • Lead Management
  • Email Marketing
  • Interaction Tracking
  • Task Management

And many more!

What are the Drawbacks of Freshworks?

Freshworks is a great tool but it does have some drawbacks. Some of the drawbacks Freshworks has are listed below:

  • The user interface can be improved
  • Graphics of this software needs to be updated

Bottom Line: Overall, Freshworks is a great tool that offers an all-in-one solution for sales automation with features like built-in phone and email, lead scoring that scores sales, pipeline visualizations, reports, dashboards, automation, and mobile apps. However, it does have some drawbacks in terms of user interface and graphics. But to conclude Freshworks is an excellent tool for small businesses who are looking for an all-in-one solution to help them grow quickly and efficiently.

to Freshworks

Workflow Automation

Creatio

to Creatio

Our Take

You’re looking for a CRM, but you don’t want to spend weeks or months trying to find the right one and then integrating it into your business. It’s tough enough finding the time to research and evaluate different CRMs, let alone get them set up and working properly. With Creatio, you can choose from hundreds of connectors and templates that have been pre-built for various use cases. And if you don’t find what you need, their team of experts can help build exactly what you need. They have a modern technology stack that offers maximum flexibility to integrate with your existing ecosystem. Plus, they have a large community of users who are happy to share their workflows and best practices.

4.6

out of 5

Pros

  • Excellent Workflow Management
  • 360 view of prospects and opportunites
  • Commendable Lead Management
  • Efficient Tracking

Cons

  • Documentation can be Improved
  • Lacks in third party integration
  • Interface can be made more adjustable

What is Creatio?

Creatio is a leading provider of software to Fortune 500 companies. Their enterprise-grade platform provides digital marketers with ready-made solutions for all types and sizes of organizations, connectors that can be used by any company in the world – no matter where they are located or what industry sector you’re interested in to exploring more deeply.

Creatio is the number one choice when it comes to business management as they offer an end-to-end solution that helps you manage your customers, sales, marketing, and operations in one place.

Creatio offers the following plans (build annually):

  • Team Plan starts at $30/seat/month
  • Commerce Plan starts at $35/seat/month
  • Enterprise Plan starts at $60/seat/month

What are the Features of Creatio?

Creatio offers a wide range of features to help you manage your business effectively. Some of the features offered by Creatio are listed below:

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Quote Management
  • Visual Modeling
  • Drag and Drop Interface

And many more!

What are the Drawbacks of Creatio?

Creatio is a great tool but it does have some drawbacks. Some of the drawbacks Creatio has are listed below:

  • Documentation can be improved to be made more efficient
  • Third party integration needs to be modified for adjustability

Bottom Line: Creatio is a great tool that offers an end-to-end solution for business management. It helps you manage your customers, sales, marketing, and operations in one place. However, it does have some drawbacks in terms of documentation and third-party integration. But to conclude Creatio is an excellent tool for businesses of all sizes who are looking for a comprehensive solution to help them manage their business effectively.

to Creatio

Best for Project Management

Scoro

to Scoro

Our Take

As a creative or professional service provider, you know that effective work management is key to keeping your business running smoothly. But with so much to manage – from sales and billing to project planning and team progress tracking – it can be hard to know where to start. Juggling all of these tasks can feel like trying to herd cats. You never seem to have enough time for everything, and routine tasks take up valuable hours that could be spent on billable work. Scoro is the comprehensive work management solution you’ve been searching for. With tools for task management, budgeting, scheduling, meeting planning, file sharing, and more, Scoro helps you get organized and stay efficient.

4.5

out of 5

Pros

  • Simple Interface
  • Fast and informative Platform
  • Affordable plans

Cons

  • Integration is a bit slow
  • Not very responsive Customer Service

What is Scoro?

Scoro is a tool for all your business needs. From sales and project management to billing – you can handle it in one place with Scoro! The intuitive interface makes managing easy as pie: just create projects from scratch or apply any existing template; track team progress through live updates on each individual workload’s availability schedule alongside deadlines that are reasonable according to their assigned complexity rating (based on previous experience). There’s no need anymore to worry about losing important data because everything figures out automatically thanks to its innovative design.

Scoro is excellent for project management due to its intuitive interface and live updates.

The plans offered by Scoro are given below:

  • Essential Plan starts at $28/seat/month
  • Standard Plan starts at $42/seat/month
  • Pro Plan starts at $71/seat/month
  • Ultimate Plan

What are the Features of Scoro?

As mentioned above, Scoro is excellent for project management due to its intuitive interface and live updates. Some of the other features offered by Scoro are given below:

  • Sales Management
  • Billing and Quotes
  • Reporting
  • Resource Management
  • Project Management
  • Task Management

And many more!

What are the Drawbacks of Scoro?

Scoro is a great tool but it does have some drawbacks. Some of the drawbacks Scoro has are listed below:

  • The integration needs to be improved, especially with Outlook
  • Some features are only available in the higher-priced plans

Bottom Line: If your business needs some serious project management, then Scoro is the right tool for you. With its intuitive interface and live updates, Scoro makes it easy to manage your projects. However, there are some drawbacks such as the lack of integration with Outlook and some features being locked behind a paywall. Overall, Scoro is a great tool for businesses that need help with project management.

to Scoro

Best for Email Integration

Nimble

to Nimble

Our Take

Managing your contacts can be a real pain. It’s hard to keep track of all the different ways you’ve contacted someone, and it’s even harder to keep track of when you last reached out to them. Not only is it difficult to manage your contacts, but it’s also really important. If you’re not reaching out to your customers on a regular basis, they might forget about you. Nimble makes managing your contacts easy. They integrate with Microsoft and Google Email productivity suites, so you can easily add people to your contact list from within Gmail or Outlook. They also have data-driven analytics that show you how well you’re reaching out to your customers and how they’re responding.

4.5

out of 5

Pros

  • Excellent Integration with Outlook and Linkedin
  • Efficient Message Tracking
  • Amazing variety of Templates
  • Super at Data Storage

Cons

  • Some integrations require Customization
  • Interface is complicated
  • Dashboard needs to be modified

What is Nimble?

Nimble is an easy-to-use CRM with features like contact management and data-driven analytics. Nimble is a social customer relationship management (CRM) system with features such as contact and data-driven analytics. It makes managing your contacts even easier by allowing you to work in the cloud, on any device!

Nimble offers the ability to keep track of your contacts on a social network, which we know can be daunting for some people who are just getting into managing their email presence or establishing relationships within organizations that rely heavily upon technology such as Google Apps/Outlook etc. The Nimble Team is always working on improving your customer experience. That’s why we integrate our CRM into the tools you use daily, like Microsoft and Google.

Nimble offers the following plans:

  • Nimble Plan starts at $25/seat/month
  • Or $19/seat/month (when billed annually)

What are the Features of Nimble?

Nimble is an easy-to-use CRM with features like contact management and data-driven analytics. Some of the other features offered by Nimble are given below:

  • Integrated Email
  • Contact Management
  • Data-Driven Analytics
  • Lead Management
  • Opportunity Tracking

And many more!

What are the Drawbacks of Nimble?

Nimble is a great tool but it does have some drawbacks. Some of the drawbacks Nimble has are listed below:

  • Some integrations lack further customizations
  • Interface is complicated

Bottom Line: If you’re looking for an easy-to-use CRM with contact management and data-driven analytics, Nimble is a great choice. However, some integrations lack in customization and the interface can be complicated. Overall, Nimble is a great tool for businesses that need help with managing their contacts and leads.

to Nimble

Best for Sales Enablement

Pipeline

to Pipeline

Our Take

Sales teams are always looking for ways to close more deals and get ahead of the competition, but it can be hard to know where to start. It’s tough enough keeping up with your current sales pipeline, let alone trying to find new leads and accelerate opportunities. You don’t have time for that! Pipeline CRM is the solution you’ve been looking for. Their CRM was built by salespeople, for salespeople. They know what it takes to win in today’s market, and this software will help you do just that. With Pipeline, you’ll have visibility into your sales pipeline, customer data, and more – all in one place. Accelerate your opportunities and close more deals with Pipeline CRM.

4.4

out of 5

Pros

  • Excellent Configurability
  • User Friendly Interface
  • Commendable API Integration
  • Proficient Sales Tracking

Cons

  • Slow Email Integrations
  • Poor Reporting
  • Slow Automation

What is Pipeline?

Pipeline is the only CRM designed to help sales teams of all sizes in any industry build stronger relationships with their customers. Built on a customizable user experience, focused features, and customer support that goes above and beyond – this platform will not let you down! 18k happy users are proof enough for us here at PipelineDeals how effective our products really are; we’re confident they’ll make life easier too so give them a try today risk-free.

PipelineDeals is an excellent tool that is used for customizable CRM as well as sales management. It is also used to help sales teams in any industry so that they can build stronger relationships with their customers. This tool will not only provide you with great customer support but will also give you a risk-free trial.

Some of the plans offered by PipelineDeals are given below:

  • Starter Plan starts at $29/seat/month
  • Develop Plan starts at $39/seat/month
  • Grow Plan starts at $59/seat/month

What are the Features of Pipeline?

Pipeline offers amazing CRM features that are bound to make your business grow. Pipeline offers the following features:

  • Focused features
  • Customizable user experience
  • Customer support
  • Unlimited File Storage
  • Task Automations
  • Email Campaigns

And many more!

What are the Drawbacks of Pipeline?

Pipeline is an excellent tool but it does have some drawbacks. Some of the drawbacks Pipeline has are listed below:

  • Email Integration can be improved
  • Slow Automation and processing

Bottom Line: If you’re looking for a CRM with great features and customer support, Pipeline is a great choice. However, email integration can be improved and automation can be slow. Overall, Pipeline is a great tool for businesses that need help with managing their contacts and leads.

to Pipeline

Best for Full Customer Lifecycle

Zendesk

to Zendesk

Our Take

Managing customer data and interactions across different channels can be difficult and time consuming. It’s hard to keep track of all your customer interactions in different places – email, chat, social media, support tickets – especially when you’re busy. Zendesk CRM is the solution. Their CRM was built for flexibility and centralization of customer data and interaction logs. Plus, it integrates with many popular apps including the Zendesk Suite. This means you can manage all your customer interactions in one place – making it easy to keep track of what’s going on and respond quickly.

4.3

out of 5

Pros

  • Better Customization
  • Easy and Efficient Integration
  • Excellent Analysis reports

Cons

  • Not very user friendly
  • Customer Service can be improved

What is Zendesk?

The Zendesk CRM platform is built on Amazon AWS, making it highly flexible and centralized. This also means that customer data can easily flow into many popular apps like the ones in their suite with no problem at all. Zendesk CRM is great for managing customer relationships, but it can also help with sales and marketing tasks as well. Moreover, it works great for project management and has a number of features that make it an ideal tool for businesses.

Zendesk CRM offers the following plans:

  • Team Plan starts at $19/seat/month
  • Growth Plan starts at $49/seat/month
  • Professional Plan starts at $99/seat/month

What are the Features of Zendesk?

Zendesk offers great features that are bound to make your business grow. Zendesk offers the following features:

  • Flexibility
  • Centralized platform
  • Easily integrates with popular apps
  • Task and Appointment Setting
  • Sales Dashboards

And many more!

What are the Drawbacks of Zendesk?

Zendesk is a great tool but it does have some drawbacks. Some of the drawbacks Zendesk has are listed below:

  • Customer service is not always helpful
  • The user interface can be confusing at times

Bottom Line: If you’re looking for a CRM with great features and flexibility, Zendesk is a great choice. However, customer service is not always helpful and the user interface can be confusing at times. Overall, Zendesk is a great tool for businesses that need help with managing their contacts and leads.

to Zendesk

Best for Finance Management

WORKetc

to WORKetc

Our Take

As a business owner, you have a lot on your plate. You’re responsible for marketing, sales, customer support, and project management – just to name a few things! It’s hard to keep track of everything when you’re wearing so many hats. Juggling all of these responsibilities can feel like trying to herd cats. WORKetc is the solution to your multi-tasking woes. This web-based business management platform enables marketing and sales automation, including email campaigns, lead capture, and sales pipeline management. The platform also provides project management capabilities, including workflow management and automation, user permissions control, collaboration with external stakeholders, and prebuilt workflow templates. And their customer support functionality includes a help desk and analytics so you can keep an eye on your customer satisfaction levels.

4.3

out of 5

Pros

  • Excellent Tracking of calls and visits
  • Retention Projects
  • Super easy Interface
  • Efficient Email integration

Cons

  • Slightly Pricey
  • Lack of Customization
  • Slow Product Development

What is WORKetc?

WORKetc is a web-based business management platform that includes CRM, sales, and project scheduling with customer support. The system enables marketing automation including email campaigns for lead capture as well as automates the entire process of closing deals from beginning to end – billing and invoicing when one closes! It also provides workflow capabilities in order to manage projects efficiently or provide service requests without waiting on hold during busy times; permissions control over who can do what within your company’s policies (and limits) plus collaboration tools so you never miss out again because another employee has been added.

WORKetc is an excellent tool when it comes to finance management as it offers a wide range of features to help you manage your finances effectively.

The plans offered by WORKetc are given below:

  • Starter Plan starts at $78/seat/month
  • Team Plan starts at $195/seat/month
  • Foundation Plan starts at $395/seat/month

What are the Features of WORKetc?

As mentioned above, WORKetc is an excellent tool for finance management. Some of its renowned features are given below:

  • Workflow Management
  • Finance Management
  • Task Management
  • Reporting
  • Email Tracking
  • Billing and Invoicing

And many more!

What are the Drawbacks of WORKetc?

WORKetc is a great tool but it does have some drawbacks. Some of the drawbacks WORKetc has are listed below:

  • Lack of customization and has slow product development
  • Slightly pricey for new businesses

Bottom Line: When it comes to finance management, WORKetc is an excellent tool that offers a wide range of features to help you manage your finances effectively. However, it does have some drawbacks such as lack of customization and slow product development. Overall, WORKetc is a great tool for businesses of all sizes who are looking for an effective finance management solution through billing and invoicing.

to WORKetc

Best for Small Companies

Apptivo

to Apptivo

Our Take

You’re probably using a lot of different software to run your business, and it’s tough to keep track of everything. Not only is it tough to keep track of everything, but you’re also paying for each app separately which can add up fast. Apptivo is the solution. They offer a cloud-based platform of integrated business apps that are designed for companies of all shapes and sizes. With Apptivo, you get access to the entire platform starting at $10 monthly per user. Plus, their apps work together so you can manage your business tasks across the customer life cycle more efficiently.

4.3

out of 5

Pros

  • Organizes and generates leads for Contacts
  • Super Affordable
  • Excellent phone call tracking
  • Streamlines workflow

Cons

  • Limited Features
  • Customer Support is not always helpful
  • Poor Integration

What is Apptivo?

Apptivo offers a cloud-based platform that provides access to business apps for companies of all shapes and sizes. The user can manage tasks across the customer life cycle, including sales & marketing; billing & support; etc. What’s more, is that they come equipped with helpful features like marketing management tools or quotes/ billable services scratch cards making it easier than ever before for entrepreneurs on their own time budget.

Apptivo is an excellent tool for project management and has a number of features that make it an ideal tool for businesses. It sales optimization and phone tracking are one of its distinguished features.

Apptivo offers the following plans:

  • Lite Plan starts at $8/seat/month
  • Premium Plan starts at $12/seat/month
  • Ultimate Plan starts at $20/seat/month
  • Enterprise Plan

What are the Features of Apptivo?

Apptivo offers great features that are bound to make your business grow. Apptivo offers the following features:

  • Flexibility
  • Centralized platform
  • Easily integrates with popular apps
  • Task and Appointment Setting
  • Sales Dashboards

And many more!

What are the Drawbacks of Apptivo?

Apptivo is a great tool but it does have some drawbacks. Some of the drawbacks Apptivo has are listed below:

  • Lacks in integration or is extremely slow in integration
  • Some features are only available in the paid version

Bottom Line: If you’re looking for a CRM with great features and flexibility, Apptivo is a great choice. Its also an excellent choice for project management and task optimization. However, the user interface can be confusing at times and some features are only available in the paid version. Overall, Apptivo is a great tool for businesses that need help with managing their contacts and leads, especially for small companies who are looking to grow rapidly.

to Apptivo

Best for Report Generation

Capsule CRM

to Capsule CRM

Our Take

You need a CRM, but you’re not sure which one to choose and you don’t want to waste time and money on something that’s not going to work for you. It can be tough trying to figure out which CRM is the right fit for your business. You hear about all these different options, but it’s hard to know which one will work best for you without trying them all out. Capsule is the perfect solution for businesses of up to 1,000 employees. They have been tried and tested by over 10,000 businesses globally and are known for being easy to use and quick to adopt. Plus, they integrate with a growing range of popular apps, like Google G Suite, QuickBooks, MailChimp and Zapier. Sign up for the free trial today and see how Capsule can help deliver success across your sales and customer facing teams.

4.3

out of 5

Pros

  • Crisp Sales Pipeline dashboard
  • Excellent Integration
  • Responsive Customer Service
  • Amazing Report Generation and Analysis

Cons

  • Poor Contact Sorting
  • Not very user-friendly Interface
  • Pricey Plans

What is Capsule CRM?

Capsule is a customer relationship management software that’s easy to use and quick for businesses with up 1,000 employees. The vendor boasts over 10K customers worldwide who choose Capsule as their platform when it comes time deliver success across all sales teams or companies looking into expanding outside of traditional channels like email marketing apps by integrating this system seamlessly into existing processes while also being able provide better insights than ever before. They have access to data on every interaction between person/organization AND device so you can take action faster.

The free trial period offers plenty of opportunities- not only do users get an idea of how things work but there isn’t any risk involved.

Capsule CRM offers the following plans:

  • Professional Plan starts at $18/ month
  • Teams Plan starts at $36/ month
  • Enterprise Plan starts at $54/ month

What are the Features of Capsule CRM?

Capsule CRM offers great features that are bound to make your business grow. Capsule CRM offers the following features:

  • Integrations
  • Detailed Report Generation
  • Flexibility
  • Tracks all interactions
  • Free trial period

And many more!

What are the Drawbacks of Capsule CRM?

Capsule is a great tool but it does have some drawbacks. Some of the drawbacks Capsule has are listed below:

  • The user interface can be confusing at times
  • The contact sorting feature needs improvement

Bottom Line: Capsule CRM is an excellent tool for businesses that need help with managing their contacts and leads. It is especially helpful for report generation. The free trial period is a great way to get started with Capsule CRM and see if it is the right tool for your business. However, the user interface can be confusing at times and the contact sorting feature needs improvement. Overall, Capsule CRM is a great tool for businesses that need help with report generation.

to Capsule CRM

Best for Entrepreneurs

Keap

to Keap

Our Take

Managing your sales and marketing efforts can be difficult and time-consuming, especially if you’re a small business owner. You need a CRM to manage your customers and prospects, a marketing automation tool to create and send emails, and an ecommerce platform to sell your products or services online. Oh, and you also need to keep track of all your contact information in separate places. That’s a lot of work! Keap is the solution. They combine basic contact management, CRM, marketing automation, and ecommerce capabilities into a single, subscription-based SaaS product that’s designed for small businesses like yours. With Keap, you’ll have everything you need to manage your sales and marketing efforts in one place.

4.2

out of 5

Pros

  • Awesome Categorization
  • Campaign Builder
  • Excellent Documentaion
  • Amazing Sales Automation

Cons

  • User interface not very friendly
  • Templates can be improved

What is Keap?

Keap is an innovative platform for sales and marketing with a single, comprehensive suite of features. It includes essential contact management tools as well as CRM capabilities to keep track of your customers’ needs from anywhere in the world via mobile apps or web browsers on any device.

Keap also provides eCommerce support so you can easily order products online without missing out thanks again those pesky shipping costs either way around.

Keap is also the perfect tool for sales automation and streamlining sales workflows.

Keap offers the following plans:

  • Pro Plan starts at $129/month (2 seats included)
  • Max Plan starts at $199/month (3 seats included)
  • Any additional seat is $29/month

What are the Features of Keap?

Keap’s CRM software is equipped with the following features:

  • Contact Management
  • Lead Scoring and Nurturing
  • Email Marketing Automation
  • eCommerce Support

And many more!

What are the Drawbacks of Keap?

Following are the drawbacks of using Keap:

  • Very Pricey plans
  • Some of the templates have outdated designs

Bottom Line: If you are looking for an all-in-one CRM with great features, then Keap is a good choice. The main drawback of Keap is its price. At $129/month for the Pro plan and $199/month for the Max plan, Keap is one of the more expensive CRM options on the market. However, you do get a lot of features with Keap that you wouldn’t find with other CRMs.

to Keap

Best for Tracking

Podio

to Podio

Our Take

You’re trying to run your business, but you’re spending too much time on menial tasks that could be easily automated. You know you need to get organized and automate your business processes, but it’s hard to know where to start. Podio is the answer. They make it easy for you to get organized and automate your business processes with their cloud-based collaboration service. With Podio, you can easily create project management workspaces, share data and content, and manage team communication. Plus, their reporting features allow you to observe sales pipelines and manage budgets and time. Try Podio today and see how easy it is to get organized and streamline your business operations.

4.2

out of 5

Pros

  • Very Compartmentalized
  • Excellent Customization
  • Super Affordable
  • Amazing Tracking

Cons

  • Not very friendly Interface
  • Needs to improve Integration

What is Podio?

Podio is a cloud-based collaboration service that was founded in 2009 and acquired by Citrix Systems Inc., the world’s leading provider of solutions for remote team communication. It supplies an elegant web-based platform where you can organize teamwork, business processes data and content within project management workspaces; also it may be used as a social intranet or light CRM Platform with its reporting features allowing sales pipelines monitoring and management budgets along time spent on tasks delegations . With workflow improvements enabled through automation various triggered actions – sharing documents uploading etc. are made easier than ever before!

Podio is the first choice app when it comes tracking as its and excellent tool for tracking your sales and projects, along with team work.

Podio offers the following plans:

  • Free Plan starts at $0/month
  • Basic Plan starts at $9/seat/month
  • Plus Plan starts at $14/seat/month
  • Premium Plan starts at $24/seat/month

What are the Features of Podio?

Podio offers great features that are bound to make your business grow. Podio offers the following features:

  • Integrations
  • Excellent Tracking
  • Flexibility
  • Team Management
  • Automated Workflow

And many more!

What are the Drawbacks of Podio?

Podio is a great tool but it does have some drawbacks. Some of the drawbacks Podio has are listed below:

The user interface can be confusing at times

The automation feature can be glitchy

Bottom Line: Podio is an excellent tool for businesses that need help with managing their sales and projects. It is especially helpful for tracking and managing budgets. The tracking feature is a great way to get started with Podio and see if it is the right tool for your business. However, the user interface can be confusing at times and the automation feature can be glitchy. Overall, Podio is a great tool for businesses that need help with tracking and managing budgets.

to Podio

Best for ERP Solutions

Odoo

to Odoo

Our Take

Keeping track of your business’s data across different applications can be difficult and time-consuming. You probably have to input the same data into multiple programs, and then cross-reference the results to get a complete picture. This process can be incredibly time consuming and frustrating. It’s easy to make mistakes when you’re manually transferring data from one application to another, and it’s hard to keep track of everything when you’re working in multiple programs at once. Odoo is the solution. Odoo is a fully integrated suite of business applications that allows you to manage all your business data in one place. With Odoo, you can automate many redundant manual processes, so you’ll spend less time inputting data and more time getting real insights from your data.

4.2

out of 5

Pros

  • Excellent Integration
  • Commendable ERP Solutions
  • Good Track Keeping

Cons

  • Poor Documentation
  • Inactive Customer Support
  • Interface needs improvements

What is Odoo?

Odoo is a suite of customizable and integrated business applications that allow users to streamline their workflows. The software solution was designed for companies across all sizes, offering easy access in Sales and Marketing through CRM or Project Management – manufacturing broken down into individual tasks like inventory management accounting; it even includes an online store.

Odoo is also an excellent tool for obtaining ERP solutions for your business as it offers a comprehensive set of tools that are essential for managing a business.

Odoos’ plans are in the form of its products.

  • CRM product starts at $10/ month
  • Email Marketing product starts at $5/ month
  • Sales product starts at $5/ month

What are the Features of Odoo?

Odoo offers great features that are bound to make your business grow. Odoo offers the following features:

  • Flexibility
  • Integrations
  • Excellent ERP Solutions
  • Automation
  • Excellent Tracking

And many more!

What are the Drawbacks of Odoo?

Odoo is a great tool but it does have some drawbacks. Some of the drawbacks Odoo has are listed below:

  • The user interface needs some serious improvements
  • Poor documentation and tracking

Bottom Line: If you’re looking for a tool that provides efficient ERP solutions at affordable rates then Odoo is the right platform for you. It offers a variety of products that you can purchase to satisfy all your business needs. However, its probably not the best choice for documentation. But all in all, it works great for CRM and ERP solutions.

to Odoo

Best for Team Collaboration

Insightly

to Insightly

Our Take

Managing customer relationships can be a daunting task, especially if you’re a small or mid-sized business. It’s tough enough trying to keep up with day-to-day operations, let alone trying to find time to focus on building and maintaining strong customer relationships. Insightly is the answer. Their online unified platform provides CRM and marketing automation solutions that are targeted at small and mid-sized businesses. Marketing automation is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real-time, giving users and their teams access to actionable insights, faster.

4.2

out of 5

Pros

  • Excellent Contact Organization
  • Amazing project management
  • Team Collaboration without any Loopholes
  • Tracks Lead

Cons

  • Slow Uploading
  • Needs improvements on Dashboard
  • Interface can be improved

What is Insightly?

Insightly is a CRM and marketing automation tool for businesses of all sizes. With the integration between these two systems, users can easily extract actionable insights from their customer data in real-time as it flows through its platform- providing them with more control over how they communicate internally or externally to teams who need information about prospects/customers on behalf of business owners! The company boasts over 1 million worldwide small and mid-sized clients that have used Insightly’s solutions which include creating quotes faster; accelerating sales processes by leveraging campaign tracking features like reminder emails. 

When it comes to team collaborations, Insightly is the number one choice due to its streamlined workflow and the ability to keep everyone in the loop.

Insightly offers the following plans:

  • Plus Plan starts at $29/seat/month
  • Professional Plan starts at $49/seat/month
  • Enterprise Plan starts at $99/seat/month

What’s great about Insightly is that it offers a free trial for its Plus Plan so you can test out the features before committing to a paid subscription!

What are the Features of Insightly?

Insightly offers great features that are bound to make your business grow. Insightly offers the following features:

  • Flexibility
  • Integrations
  • Team Collaborations
  • Advanced Reporting
  • Workflow Automation
  • Quote Generation

And many more!

What are the Drawbacks of Insightly?

Insightly is a great tool but it does have some drawbacks. Some of the drawbacks Insightly has are listed below:

  • The user interface can be confusing at times
  • The dashboard needs improvement

Bottom Line: Overall, Insightly is a great tool for businesses that need help with sales and marketing automation. The company offers a free trial for its Plus Plan so you can test out the features before committing to a paid subscription! However, the user interface can be confusing at times and the dashboard needs improvement. But, its a great tool to use!

to Insightly

Best for CRM

Zoho CRM

to Zoho CRM

Our Take

You need a CRM that can grow and change with your business. Most CRMs are inflexible and outdated, forcing you to use features or workflows that you don’t want or need. Zoho CRM is different. Zoho understands that every enterprise has unique needs, which is why they offer a wide range of customization options through their Canvas feature. With Zoho CRM, you can create the perfect CRM solution for your business – no compromises necessary.

4.0

out of 5

Pros

  • Excellent Lead Tracking
  • Easy Customization
  • Commednable Integration
  • Amazing Sales Management

Cons

  • Overwhelming features
  • Low Data Storage
  • Slow Report Downloading

What is Zoho CRM?

The Zoho CRM product line has just been updated to include a new Canvas feature, which enables organizations of all sizes worldwide (including those located in 180 countries) both large and small alike – from smaller businesses with less than 100 employees up through Fortune 500 companies –to create personalized customer relationship management solutions tailored specifically towards their own unique needs. This latest addition recognizes that every enterprise must continue adapting its approach if it hopes survive today’s cutting edge market trends; no obsolete technology here!

When it comes to CRM, Zoho is one of the best candidates because of its long list of features and capabilities.

Zoho CRM offers the following plans:

  • Standard Plan starts at $14/seat/month
  • Professional Plan starts at $23/seat/month
  • Enterprise Plan starts at $40/seat/month
  • Ultimate Plan starts at $52/seat/month

What are the Features of Zoho CRM?

Zoho’s CRM software is equipped with the following features:

  • Lead Management
  • Contact Management
  • Accounts and Deals
  • Sales Pipeline
  • Marketing Automation

And many more!

What are the Drawbacks of Zoho CRM?

Zoho CRM is a great tool but it does have some drawbacks. Some of the drawbacks Zoho CRM has are listed below:

  • Low data and file storage
  • Report downgliding takes a lot of time

Bottom Line: Overall, Zoho CRM is a great tool for businesses that need help with sales and marketing automation. The company offers a free trial for all its plans so you can test out the features before committing to a paid subscription! However, the user interface can be confusing at times and the dashboard needs improvement. But, its a great tool to use!

to Zoho CRM

Best for Marketing Automation

Sugar CRM

to Sugar CRM

Our Take

It can be hard to make sense of your customer data, and even harder to act on it. You know you need to take action based on your customer data, but it’s hard to know where to start. You’re not sure what the right questions are to ask, much less how to answer them. Sugar CRM is here to help. With their easy-to-use revenue and customer analytics tool, you can quickly extract insights from your Sugar data. Track and analyze meaningful and actionable metrics, KPIs, and analytics automatically. Make accurate predictions about the future with historical data analysis. Get a clear understanding of your customers’ behavior so you can drive more revenue for your business.

  • Price: $49 to $80+
  • Discounts: Save up on Yearly Plans
  • Promotion: Get Free Demos

3.8

out of 5

Pros

  • Very Flexible
  • Excellent Marketing and CRM Automation
  • Tracks Leads

Cons

  • Outdated Templates
  • Pricey Plans

What is Sugar CRM?

Sugar CRM’s new revenue and customer analytics tool will help you extract insights from your Sugar data. Track, and analyze metrics automatically with a simple interface that allows for historical analysis as well – all in one place! With this powerful software on hand it is easy to see how much information can be mined about customers’ behavior so we’re able to make more accurate predictions of future trends or successes based on past results.

Sugar CRM also has excellent marketing automation and optimized sales CRM which are two other areas where this company shines. Overall, Sugar CRM is one of the better CRMs on the market today and should be seriously considered by businesses of all sizes.

Sugar CRM offers the following plans:

  • Sell Plan starts at $49/seat/month
  • Serve Plan starts at $80/seat/month
  • Market Plan starts at $1000

What are the Features of Sugar CRM?

Sugar’s CRM software is equipped with the following features:

  • Customer Segmentation
  • Lead Management
  • Automated workflows
  • Marketing Automation
  • Sales Automation

And many more!

What are the Drawbacks of Sugar CRM?

Sugar CRM is a great tool but it does have some drawbacks. Some of the drawbacks Sugar CRM has are listed below:

  • The automation can be overwhelming for some users
  • The templates are very outdated
  • Pricey Plans

Bottom Line: If you are looking for a CRM with great marketing automation features, then Sugar CRM is a good choice. However, the templates are very outdated and the plans can be pricey. But all in all, Sugar CRM is an excellent tool if you are looking to quickly escalate your marketing and sales for your business.

to Sugar CRM

Best for Admin

Microsoft Dynamics 365

to Microsoft Dynamics 365

Our Take

Every business is unique and has different needs, which can make it difficult to find the right software/solution. Not only do you have to worry about finding the right software, but you also have to worry about whether or not it will integrate with other applications you’re using. And if it doesn’t, that means more work for your IT department. Microsoft Dynamics 365 is a comprehensive suite of services that enables all-in-one solutions so you don’t have to pick and choose from the plethora of options available. With Dynamics 365, you get everything you need in one place, including customer relationship management (CRM), enterprise resource planning (ERP), and even analytics. Plus, their team of experts can help configure and customize Dynamics 365 to meet your specific needs.

3.6

out of 5

Pros

  • Excellent Integration
  • User friendly
  • Customization features

Cons

  • Storage level is low
  • Slow processing on Mobile App

What is Microsoft Dynamics 365?

Dynamics 365 was the first suite of tools to offer a single, integrated system for all your business needs. Dynamics has been making this shift since they were one-of-a kind systems with separate applications in 2000; now it’s become even more necessary as businesses continue changing and evolving at rapid rates – you need software that can keep up!

Microsoft Dynamics 365 is great for admin as it offers a single solution that can automate all processes and tasks. The pricing is subscription-based so you always have the latest version, which helps with keeping business continuity.

Microsoft Dynamics 365 offers the following plans:

  • Professional Plan starts at $20/seat/month
  • Enterprise Plan starts at $20/seat/month
  • Premium Plan starts at $135/seat/month
  • Relationship Sales Plan starts at $162/seat/month

What are the Features of Microsoft Dynamics 365?

Dynamics’ CRM software is equipped with the following features:

  • Lead Management
  • Contact Management
  • Admin
  • Accounts and Deals
  • Sales Pipeline
  • Marketing Automation

And many more!

What are the Drawbacks of Microsoft Dynamics 365?

Microsoft Dynamics 365 is a great tool but it does have some drawbacks. Some of the drawbacks Microsoft Dynamics 365 has are listed below:

  • Storage space is low
  • Mobile app lacks in processing
  • It can be pricey for some users

Bottom Line: All in all, Microsoft Dynamics 365 is a great CRM tool that offers a lot of features. However, the interface can be a bit confusing for some users and the storage space is low. But, if you are looking for a CRM with great features, then Microsoft Dynamics 365 should be considered.

to Microsoft Dynamics 365

What Is CRM Software?

CRM (Customer Relationship Management) software is a tool that helps businesses manage their customers’ data. CRM systems typically include features such as contact management, sales force automation, and marketing automation.

CRM software can be used to track customer interactions, including emails, phone calls, and social media interactions. It can also be used to manage customer relationships, such as by keeping track of customers, loyalty programs, and customer service interactions. CRM systems can be used to track sales data, such as sales pipeline data and customer purchase history.

CRM software can also be used to create marketing campaigns and track their effectiveness. Additionally, CRM software can help businesses manage their inventory levels and track supplier information.

Why Do I Need A CRM Software?

A CRM software can help businesses in a number of ways, such as:

1. Helping Businesses Track Customer Data
2. Managing Customer Relationships
3. Tracking Sales Data
4. Creating Marketing Campaigns
5. Managing Inventory Levels

#1 Helping Businesses Track Customer Data
A CRM system can help businesses track customer data, such as contact information, purchase history, and interactions with the company. This data can be used to better understand customer needs and preferences.

#2 Managing Customer Relationships
A CRM system can help businesses manage customer relationships, such as by keeping track of customers, loyalty programs, and customer service interactions.

#3 Tracking Sales Data
A CRM system can help businesses track sales data, such as sales pipeline data and customer purchase history. This data can be used to better understand the performance of salespeople and to improve sales strategies.

#4 Creating Marketing Campaigns
A CRM system can help businesses create marketing campaigns and track their effectiveness. This data can be used to better understand customer needs and preferences and to improve marketing strategies.

#5 Managing Inventory Levels
A CRM system can help businesses manage inventory levels and track supplier information. This data can be used to better understand product demand and to improve inventory management strategies.

Where Does a CRM Fit In Your Business?

Businesses often view CRMs as merely a database of customer information; however, they can provide so much more when integrated with other processes. To get the most out of your CRM software you’ll need to define their role in each individual department and figure out where they fit in your business.

Defining where this fits into an enterprise or a company will help not only increase productivity but also improve satisfaction levels among both customers AND employees alike.

#1 Marketing
In its simplest form, a CRM system for marketing is little more than a database of potential and current customers. However, when used in conjunction with other marketing tools, a CRM can become a powerful marketing tool. By tracking customer interactions and preferences, businesses can create targeted marketing campaigns that are more likely to result in conversions. Additionally, by tracking campaign results, businesses can fine-tune their marketing strategies to better meet customer needs.

#2 Sales
A CRM system for sales can be used to track customer interactions, sales data, and customer purchase history. This data can be used to better understand the performance of salespeople and to improve sales strategies. Additionally, by tracking customer preferences, businesses can create targeted sales campaigns that are more likely to result in conversions.

#3 Customer Service
A CRM system for customer service can be used to track customer interactions, such as phone calls and emails. This data can be used to better understand customer needs and preferences and to improve customer service strategies. Additionally, by tracking customer satisfaction levels, businesses can identify areas where they need to improve.

#4 Human Resources
A CRM system for human resources can be used to track employee data, such as contact information, employment history, and performance reviews. This data can be used to better understand employee needs and preferences and to improve human resources strategies. Additionally, by tracking employee satisfaction levels, businesses can identify areas where they need to improve.

#5 IT/Operations
A CRM system for IT/operations can be used to track data, such as customer interactions, sales data, and supplier information. This data can be used to better understand product demand and to improve inventory management strategies. Additionally, by tracking customer preferences, businesses can create targeted marketing campaigns that are more likely to grow their business.

What makes a great CRM platform?

A great CRM system should offer the following features:

1. Ease of Use: The system should be easy to use and navigate. Additionally, the system should be accessible from any device, including laptops, smartphones, and tablets.

2. Customer Data: The system should allow businesses to track customer data, such as contact information, purchase history, and preferences.

3. Sales Data: The system should allow businesses to track sales data, such as customer interactions, sales figures, and conversion rates.

4. Marketing Tools: The system should offer marketing tools, such as email marketing and lead generation.

5. Customer Service: The system should offer customer service features, such as live chat and ticketing.

6. Analytics: The system should offer analytics tools, such as reporting and data export.

7. Security: The system should be secure, with data encryption and user authentication.

8. Integration: The system should be able to integrate with other business applications, such as accounting and inventory management.

9. Scalability: The system should be scalable so that it can grow with your business.

10. Support: The system should offer 24/7 customer support.

What Is The Cost Of A CRM Software?

The cost of a CRM system depends on the features and functionality you need. Basic CRM systems can start as low as $10 per month, while more advanced systems can cost up to $250 per month. Additionally, some CRM providers offer discounts for annual contracts.

How to Choose the Best CRM System

Choosing the best CRM system for your business depends on your specific needs and preferences. To help you choose the right CRM system, consider the following factors:

1. The size of your business: Small businesses will need a less complex CRM system than large businesses.

2. The features and functionality you need: Basic CRM systems will have fewer features than advanced CRM systems.

3. The number of users you need: The more users you have, the more expensive the system will be.

4. The length of your contract: Annual contracts typically offer a discount compared to monthly contracts.

5. The level of support you need: CRM providers typically offer different levels of support, from 24/7 customer support to email-only support.

How to Choose the Right CRM for Your Business

A CRM system is a valuable tool for businesses of all sizes. By tracking customer data, businesses can better understand customer needs and preferences. Additionally, businesses can use CRM data to improve marketing and sales strategies. Now that you know what to look for in a CRM system, it’s time to start shopping around. Choosing a CRM is a big decision, so take your time and compare your options. Once you’ve found a CRM that meets your needs, be sure to test it out before you commit.

To choose the best CRM system for your business, consider your specific needs and preferences. Additionally, be sure to compare different CRM systems and take advantage of free trials. But in order to be confident about the CRM you choose, follow the checklist given below:

1. Identify Your Goals

The first step is to identify your specific goals for using a CRM system. What do you hope to achieve? Do you want to increase sales? Improve customer service? Boost marketing efforts? Once you know your goals, you can narrow down your options.

Knowing your goals is important as it’ll help you find a CRM system that offers the features and functionality you need. For example, if you want to improve sales, look for a CRM with sales automation features.

2. Understand the Implementation

The next step is to understand the implementation process. How will you get the CRM system up and running? Do you need help from a CRM provider? What kind of training do you need?

Be sure to consider the implementation process before you commit to a CRM system. A complex system can be difficult (and expensive) to implement, so be sure you’re prepared for the process.

3. Prepare For User Adoption

The third step is to prepare for user adoption. How will you get your team on board with the CRM system? What kind of training do they need?

User adoption is a crucial part of any CRM implementation. Be sure to have a plan in place to get your team members using the system. You need to have your team on board if you want to achieve your business goals. So make sure you leave no room while preparing for user adoption.

4. Understand Product Mobility

The fourth step is to understand product mobility. What kind of mobile access do you need? Do you want a CRM app?

In today’s world, it’s important to have a mobile-friendly CRM system. More and more people are conducting business on their mobile devices, so you need to be sure your CRM system is accessible from anywhere. You need to ensure that your CRM is easily accessible on the gadget which you wish to use.

5. Layout Your Processes

The fifth step is to lay out your processes. What kind of processes do you need to support? How will the CRM system fit into your existing processes?

Be sure to consider your current processes before you commit to a CRM system. You need to make sure the system can support your existing processes. Otherwise, you’ll be spending a lot of time and money making changes to your processes.

6. Review Compatibility With Current Software

The sixth step is to review compatibility with your current software. Is the CRM system compatible with your existing software? Do you need to make any changes to your current setup?

Make sure the CRM system you choose is compatible with your existing software. Also, we would recommend you to shortlist at least two or three CRM software and then review their compatibility side by side. This helps in making an informed decision.

7. Dig Into the Product Demo

The seventh step is to dig into the product demo. Does the CRM system have all the features you need? Is it easy to use?

A product demo is a great way to get a feel for a CRM system. Be sure to take advantage of any free trials or demos that are offered. This will help you determine if the system is a good fit for your needs. You can also try the free trials of the different plans so you can make sure which plan would work best for your business.

8. Ask About Reporting Capabilities

The final step is to ask about reporting capabilities. What kind of reports do you need? How easy is it to generate reports?

Be sure to consider your reporting needs before you commit to a CRM system. You need to be able to generate the reports you need to track your progress and make informed decisions. Not only will these reports provide you with intel about the current happenings in your business and the status of it, but it will also provide you with future prospects so you can steer your business in the right direction!

Make sure to following this guidelines while choosing a CRM!

Do CRM Systems Include A Free Trial?

Most CRM providers offer a free trial so that you can try the system before you buy it. Free trials typically last between 14 and 30 days. during the free trial, you will have full access to the CRM system and all of its features.

This free trial enables you to test the CRM system to see if it is a good fit for your business before you make a commitment.

What Does A CRM Software Typically Include?

A CRM system typically includes the following features:

1. Contact Management: The system should allow you to store contact information, such as names, phone numbers, and email addresses.

2. Lead Management: The system should allow you to track leads, including source and status.

3. Opportunity Management: The system should allow you to track opportunities, including products, services, and pricing.

4. Pipeline Management: The system should allow you to track the sales pipeline, including stages and conversion rates.

5. Quote Management: The system should allow you to create and manage quotes.

6. Order Management: The system should allow you to create and track orders.

7. Invoice Management: The system should allow you to create and track invoices.

8. Payment Management: The system should allow you to track payments, including method and date.

9. Customer Service: The system should offer customer service features, such as live chat and ticketing.

10. Analytics: The system should offer analytics tools, such as reporting and data export.

11. Integration: The system should be able to integrate with other business applications, such as accounting and inventory management.

12. Scalability: The system should be scalable so that it can grow with your business.

How We Chose the Best CRM Tools

Before choosing the top 20 CRM tools, we conducted a comprehensive study and evaluated 30 different CRM software providers. We took into consideration cost, simplicity of use, feature set, and most importantly, customer support.

Based on our findings, we narrowed our list down to the top 20 CRM tools. To further narrow down our list, we conducted a second round of evaluations and considered only those CRM systems that met the following criteria:

1. The system must be affordable.

2. The system must be easy to use.

3. The system must offer a comprehensive set of features.

4. The system must have excellent customer support.

Is learning CRM easy?

CRM software is designed to be user-friendly and easy to learn. Most CRM systems offer drag-and-drop features that make it easy to add, edit, or delete data.

In addition, most CRM providers offer free training so that you can learn how to use the system. Free training typically includes online tutorials, live webinars, and on-demand videos. It also includes demo videos.

Through the aid of these virtual tools you can operate your CRM software with just a few clicks!

How long will it take to learn CRM?

The amount of time it takes to learn CRM depends on your level of experience with similar software. If you have used other business applications, such as accounting or customer relationship management software, then you will be able to learn CRM quickly.

If you are new to business applications, then it will take some time to learn CRM. However, the time investment is worth it as CRM will help you to streamline your business processes and improve your customer relationships.

Plus, it’s not like it’s going to take you days to learn the software. With the help of some tutorial videos, blogs, and the CRM demo videos, you will be able to get a hang of it in no time!

Does CRM require coding?

No, CRM does not require coding. CRM software is designed to be user-friendly and easy to learn. Most CRM systems offer drag-and-drop features that make it easy to add, edit, or delete data.

Coding can be quite overwhelming for some which is why many business owners hesitate when choosing a CRM platform due to fear of coding. But rest assured, CRM does not require any sort of coding.

What CRM do most companies use?

There is no one-size-fits-all answer to this question, as the best CRM system for most companies will depend on their specific needs and preferences. However, some of the most popular CRM systems used by businesses include Salesforce, HubSpot, Zoho, and Pipedrive.

What are the 3 types of CRM?

The three types of CRM are operational, analytical, and collaborative.

Operational CRM software

Operational CRM software focuses on automating and managing the day-to-day tasks and processes associated with customer relations. Examples of operational CRM software include contact management, lead management, and opportunity management.

Analytical CRM software

Analytical CRM software focuses on analyzing customer data to improve marketing, sales, and service. Examples of analytical CRM software include reporting and data export.

Collaborative CRM software

Collaborative CRM software focuses on communication and collaboration between different departments within a company. Examples of collaborative CRM software include live chat and ticketing.

What is the Best Easy-to-use CRM?

The best easy-to-use CRM system is HubSpot Sales. HubSpot Sales offers a wide range of features, including contact management, lead tracking, opportunity management, and quote management. The system is easy to use and can be customized to fit the specific needs of your business.

What is the Best CRM for Automating Online Transactions?

The best CRM for automating online transactions is Salesforce Commerce Cloud. Salesforce Commerce Cloud offers a wide range of features, including order management, invoice management, and payment management. The system is easy to use and can be customized to fit the specific needs of your business.

What is the Best CRM for Customer Prospecting?

The best CRM for customer prospecting is Salesforce Pardot. Salesforce Pardot offers a wide range of features, including lead management, opportunity management, and pipeline management. The system is easy to use and can be customized to fit the specific needs of your business.

What is the Best CRM for Managing A Business?

The best CRM for managing a business is Monday CRM. Monday CRM offers a wide range of features, including contact management, task management, project management, and sales pipeline management. The system is easy to use and can be customized to fit the specific needs of your business.

What Is The Best CRM For Small Businesses?

The best CRM for small businesses is Freshworks CRM. Freshworks CRM offers a wide range of features, including contact management, opportunity management, and deal management. Its best for small businesses because of its flexibility and its affordable plans.

What Is The Best CRM For Startups?

The best CRM for startups is Pipedrive. Pipedrive offers a wide range of features, including contact management, lead management, and pipeline management. Its best for startups because of its simple design and its affordable plans.

What Is The Best CRM For eCommerce?

The best CRM for eCommerce is Salesforce Commerce Cloud. Salesforce Commerce Cloud offers a wide range of features, including order management, invoice management, and payment management. Its best for eCommerce because of its robust features and its easy-to-use interface.

What Is The Best CRM For Enterprise?

The best CRM for enterprise is Salesforce. Salesforce offers a wide range of features, including contact management, lead management, opportunity management, and quote management. Its best for the enterprise because of its scalability and its wide range of features.

What Is The Best CRM For Project Management?

The best CRM for project management is Scoro. Scoro offers a wide range of features, including task management, project management, and sales pipeline management. Its best for project management because of its flexibility and its wide range of features.

What is the difference between a CRM and ERP system?

The difference between a CRM and ERP system is that a CRM system is focused on managing customer relationships, while an ERP system is focused on managing the business as a whole. Both systems have their own strengths and weaknesses, so it’s important to choose the one that best fits the needs of your business.

CRM systems are typically better for managing customer data, while ERP systems are better for managing financial data. However, both systems can be customized to fit the specific needs of your business.

When choosing a CRM or ERP system, it’s important to consider the specific needs of your business and choose the system that best fits those needs. Both CRM and ERP systems have their own strengths and weaknesses, so it’s important to choose the one that best fits the needs of your business.

Wrapping Up

In conclusion, the best CRM system for your business will depend on your specific needs and preferences. Also, be sure to consider the cost, simplicity of use, feature set, and customer support when choosing a CRM system.

In this article, we covered a wide variety of CRM software to help you choose the best one!

We hope this article has helped you choose the best CRM system for your business. If you have any questions, please feel free to contact us. Thanks for reading!

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