Best CRM Software & Top Customer Relationship Management Systems 2025

Enhance customer relationships and streamline sales processes with the best CRM software. GoodFirms offers a curated directory of the best Customer Relationship Management (CRM) system solutions designed to help businesses manage interactions, track leads, and improve customer satisfaction. Our comprehensive listings provide detailed insights, user reviews, and key features to assist you in selecting the ideal top CRM software for your needs. Explore our expert recommendations and find the perfect CRM platform tools to optimize your customer management strategy and drive business growth.

499 Softwares   |  Last updated: Apr 24, 2025
Sort By:
Sponsored

Here is the Top CRM Software Platforms List

  • CrossConcept Continuum PSA

    5.0 (14 Reviews) Verified

    Small to large enterprises can effectively manage customer relationships with CrossConcept Continuum PSA, the next-generation CRM software. The software is integrated with project management tools to swiftly handle everything from workflow management ... read more about CrossConcept Continuum PSA

    Finally, a system that works how we need it. reviewed by: Angel Smith, President at TechUK
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    50% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Marketing-advertising
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics

    Reviews
    What User‘s Say
    Finally, a system that works how we need it.
    Angel Smith, President at TechUK
    Perfect for small but busy teams.
    Elisa George, Founder & CEO at Girls in Quantum
    A tool that actually saves time.
    Harry Keller, Founder and CEO at Luscid
    Review Summary
    Continuum PSA has been great for keeping our projects and invoicing organized. It’s flexible enough to match how we work, and the support team is always there when we need help.
    Angel Smith
    Angel Smith, President at TechUK

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $15 Per Month
    View Profile Visit website

  • Revamp CRM

    5.0 (3 Reviews) Verified

    Revamp is a CRM solution for small businesses. The sales-driven CRM software offers all the standard features like sales forecasting, sales dashboard, multiple pipelines, workflow automation, etc. From engaging customers to closing ... read more about Revamp CRM

    Revamp CRM is an all-in-one powerful CRM software for small businesses and online retailers to grow their businesses. reviewed by: Anonyms User
    Entry Level Price
    $9 Per Month
    Free Trial
    N/A
    100% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Revamp CRM is an all-in-one powerful CRM software for small businesses and online retailers to grow their businesses.
    Anonyms User
    Revamp CRM is an all-in-one CRM solution for small business owners and online retailers.
    Anonyms User
    Revamp is the best CRM according to me in this specific price range. If you’re starting a business then this tool is the perfect option for you.
    Louise R. Bateman
    Review Summary
    This customer relationship management software is really very helpful for my firm. This platform provides an excellent integration with other tools and software. You can use this solution for tracking all records and customer data. And also, collaboration with the financial app and other software like QuickBook and Xero makes the workflow better, fast and easy.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $9 Per Month

    Integration
    Integrated With
    • Shopify
    • BigCommerce
    • WooCommerce
    • Cin7
    • Intuit Mailchimp
    View Profile Visit website

  • Creatio CRM

    4.8 (4 Reviews) Verified

    Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Ready-to-use platform to automate marketing campaigns and lead management workflows with no-code ... read more about Creatio CRM

    CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions. reviewed by: Anonyms User
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    20% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions.
    Anonyms User
    Creatio CRM has effectively streamlined our company processes and enhanced team coordination across multiple offices.
    Veronika
    The most cost-effective CRM system available, providing all necessary features in one intuitive platform.
    Aluma
    Review Summary
    This software solution is best for financial services. Our firm is now able to manage all financial and banking processes. With its low-code platform and BPM technology, our organisation can automate business-related processes. It easily syncs with other software and apps.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $25 Per Month
    View Profile Visit website

  • Salesforce CRM

    4.3 (51 Reviews) Verified

    Salesforce CRM is the world's #1 CRM platform, trusted by over 150,000 customers worldwide. Salesforce CRM is the future of CRM. With its cloud-based architecture, Salesforce CRM is always up-to-date and secure. ... read more about Salesforce CRM

    Made the jump up and never looked back reviewed by: Michelle Wu, CMO at Priority Home Buyers
    Entry Level Price
    $25 Per Month
    Free Trial
    30 Days
    25% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Made the jump up and never looked back
    Michelle Wu, CMO at Priority Home Buyers
    Salesforce is designed for companies with larger sales staff and more complex business models.
    Omer Usanmaz, CEO & Co-Founder at Qooper
    Salesforce CRM's robust features allows us to manage entire business with just a few clicks.
    Vartika Kashyap, Chief Marketing Officer at ProofHub
    Review Summary

    We at Priority Home Buyers switched from Podio last year and the difference is 10fold uin terms of KPI tracking and sales automation. I wouldn't recommend it unless you are hyper focused on keeping your call metrics organized in one place, and are operating primarily outbound as a real estate investor. But for us it worked wonders.

    Michelle Wu
    Michelle Wu, CMO at Priority Home Buyers

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $25 Per Month
    View Profile Visit website

  • Keap

    4.0 (13 Reviews) Verified

    Keap is a cloud-based CRM system that helps small businesses to close deals faster. It offers a unique set of features like AI-powered insights, Email tracking & calls analytics that is designed ... read more about Keap

    Keap honest review reviewed by: Aman, Owner at Keap
    Entry Level Price
    $249 Per Month
    Free Trial
    14 Days
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Keap honest review
    Aman, Owner at Keap
    Keap helps us to obtain constructive sales leads for our business
    Jonathan Tian at Credityelp
    Email marketing Tool
    Jarrod Partridge, Founder at F1 Chronicle
    Review Summary
    Using Keap has been a generally positive experience. As an all-in-one CRM and marketing automation tool, it provides a lot of value for small businesses and entrepreneurs. The interface is clean and intuitive, making it easy to get started even for users with limited technical experience. The platform's ability to automate repetitive tasks, manage customer data, and streamline communications is something that really sets it apart from other CRMs. However, it does have a learning curve, especially when it comes to more advanced features like workflow automation and email marketing campaigns. The support documentation is quite helpful, but I found that I needed to spend some time experimenting with the different tools to fully understand their capabilities.
    Aman
    Aman, Owner at Keap

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $249 Per Month
    View Profile Visit website

  • Zoho CRM

    4.3 (72 Reviews) Verified

    Zoho CRM is a cloud-based, AI-powered customer relationship management (CRM) software that helps businesses of all sizes grow and scale by providing a 360-degree view of their customers. With Zoho CRM, businesses ... read more about Zoho CRM

    Best CRM Software reviewed by: Arvind Upadhyay, Digital Marketing Manager
    Entry Level Price
    $14 Per Month
    Free Trial
    15 Days
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Best CRM Software
    Arvind Upadhyay, Digital Marketing Manager
    Zoho CRM offers great integrations with other services that easily allow us to extend the platform’s functionality
    Davin Joseph, CEO at My Enamel Pins
    Zoho CRM is very easy to use and is perfect for small businesses as well
    Radhika Gupta, Founder at One Digital Land
    Review Summary
    Well, I have already used Freshsales but the workflow feature of Zoho CRM is the best in the world. There is not any comparison of Zoho CRM. Really!
    Arvind Upadhyay
    Arvind Upadhyay, Digital Marketing Manager

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $14 Per Month

    Integration
    Integrated With
    • WooCommerce
    • Xero
    • Google Drive
    • KrispCall
    View Profile Visit website

  • HubSpot CRM

    4.4 (117 Reviews) Verified

    HubSpot CRM is more than just a CRM system. It's a complete business growth platform that helps attract, engage, and delight customers. HubSpot CRM is the perfect tool for businesses & also ... read more about HubSpot CRM

    A Powerful CRM for Marketing and Sales Alignment reviewed by: John Alexander
    Entry Level Price
    Free version
    Free Trial
    Available
    15% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Online Training

    Reviews
    What User‘s Say
    A Powerful CRM for Marketing and Sales Alignment
    John Alexander
    Unleashing the Power Mailchimp
    Sachin Kumar, Social Media Marketing Manager at kamala Farms
    HubSpot is too good!
    Arvind Upadhyay, Digital Marketing Manager
    Review Summary
    HubSpot CRM has been an essential tool in streamlining our inbound marketing and sales processes. Its user-friendly interface, seamless automation, and deep integrations with other tools make it a go-to choice for managing customer relationships. The platform is intuitive, making it easy to track leads, nurture them with automated workflows, and gain valuable insights through its analytics.
    John Alexander
    John Alexander

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    View Profile Visit website

  • Freshsales

    4.0 (5 Reviews) Verified

    Freshsales is a cloud-based CRM that helps the sales team to close more deals faster & never stop selling. With Freshsales' mobile app, you can easily track your sales pipeline, manage your ... read more about Freshsales

    Freshsales is cost-effective and has a very easy learning curve reviewed by: Madilyn Hill, CEO at Truepersonfinder
    Entry Level Price
    $9 Per Month
    Free Trial
    Available
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Freshsales is cost-effective and has a very easy learning curve
    Madilyn Hill, CEO at Truepersonfinder
    Comprehensive CRM tool which blends in with your organizational needs
    Stella Scott, Co-founder at EasyPaydayLoan
    Most affordable CRM with best features and functionalities
    Gautham Ramakrishnan, Head of Marketing at Zomentum
    Review Summary

    We Truepersonfinder are using Freshsales for our organization. We haven't had to invest heavily in training. There is a free plan as well that helped us to find out about its real-time viability before investing it hugely. We use it daily to track the customer journey and ticket dispersal. Its AI, Freddy, guides us to close a deal that has high potential. It really saves us time and effort in closing a deal. While we mostly loved it, we missed the internet-scraping lead generation feature during its use.

    Madilyn Hill
    Madilyn Hill, CEO at Truepersonfinder

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $9 Per Month
    View Profile Visit website

  • Dynamics 365

    4.1 (17 Reviews) Verified

    Dynamics 365 software smartly helps small and medium businesses to function in a hyperconnected way aligning right from customer intake to customer retention. This cloud-based software integrates well with ERP features to ... read more about Dynamics 365

    Smooth integration with almost any tool. reviewed by: Vadym Kovalevskyi
    Entry Level Price
    $65 Per Month
    Free Trial
    30 Days
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Custom Dashboard
    • Mobile Access
    • Reporting
    • Security
    • Workflow Automation

    Key Details
    Industries
    • Health-wellness-fitness
    • Hospital-health-care
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Windows
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Smooth integration with almost any tool.
    Vadym Kovalevskyi
    I am having great experience of various CRM for many years, I'd love to chime in!
    Mike Falahee at Marygrove Awning Co. Michigan
    Best CRM and top Microsoft Dyanamics 365 Partners in US
    Pankaj Mishra
    Review Summary
    Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.
    Vadym Kovalevskyi
    Vadym Kovalevskyi

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $65 Per Month
    View Profile Visit website

  • Apptivo

    4.3 (3 Reviews) Verified

    Apptivo, an easy CRM is the best pick for your business with multiple options that offer flexibility. Apptivo's Kanban view presents you with the real-time status of the leads and opportunities to ... read more about Apptivo

    Apptivo is a powerful help desk system that allows support agents to interact with customers, follow-ups and resolve queries. reviewed by: Gavin Dolton
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    13% in CRM Software

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

    Key Details
    Industries
    • Construction
    • Education-management
    • Human-resources
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Reviews
    What User‘s Say
    Apptivo is a powerful help desk system that allows support agents to interact with customers, follow-ups and resolve queries.
    Gavin Dolton
    Apptivo simplifies our process of managing all the needs of our company
    Radu Tyrsina, CEO & Founder at Windows Report
    Apptivo CRM is the most robust software you will come across, which helps you grow your business.
    Maria A. McDowell, Founder at EasySearchPeople
    Review Summary
    Fantastic experience, this help desk solution has plenty of features. This has made my life at work so much easier. Initially, I had some problems with it but after reaching out to the customer support team, my issues got resolved.
    Gavin Dolton
    Gavin Dolton

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $10 Per Month
    View Profile Visit website

  • monday.com

    4.3 (25 Reviews) Verified

    Monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape their workflows and projects, code-free, with a platform that ... read more about monday.com

    monday.com makes our team collaboration, daily operations easier reviewed by: Manjuri Dutta, Content Editor at HR Stacks
    Entry Level Price
    $12 Per Month
    Free Trial
    Available
    5% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Banking
    • Design
    • Financial-services
    • Management-consulting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    monday.com makes our team collaboration, daily operations easier
    Manjuri Dutta, Content Editor at HR Stacks
    The platform is an affordable workflow platform for small business
    Jared Bauman, Co-Founder at 201 Creative
    Monday.com has given our employees faster and easier access to their tasks
    Anthony Martin, Founder and CEO at Choice Mutual
    Review Summary

    Our team at HR Stacks have been using monday.com to manage our content flow and daily operations. The software makes it easier for our team to communicate quickly and keep everyone in the team about the progress of work. We use the product to plan, collaborate and communicate about various tasks. While some of our team members took time to understand the interface, it is a very handy solution to manage our daily operations.

    Manjuri Dutta
    Manjuri Dutta, Content Editor at HR Stacks

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $12 Per Month
    View Profile Visit website

  • vCita

    5.0 (3 Reviews) Verified

    vCita makes running your business a breeze: Easily keep track of your interactions with customers by keeping notes & viewing clients' payment history from a friendly dashboard. Manage your billing in no ... read more about vCita

    vCita is sufficient for my needs and very effective software. reviewed by: Nitya Parsa
    Entry Level Price
    $19 Per Month
    Free Trial
    14 Days
    18% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Reviews
    What User‘s Say
    vCita is sufficient for my needs and very effective software.
    Nitya Parsa
    vCita is an all-in-one CRM solution and a large business management platform suitable for various types of businesses.
    Anonyms User
    vCita has been a very important part of our organisation.
    Anonyms User
    Review Summary
    I have been with another company for many years, and then I found vCita, it is great just what I needed. With their automatic reminders for the people, I don’t have to spend time calling them up. I have no glitches with this software. software looks great and customers are linked right to us. the scheduler is connected to my personal calendar which allows me to work when/ how I want to live, too. Whether they want to ask a question, book an appointment or are ready to sign a contract it's right there on the home page. I would definitely recommend using their services when a new business.
    Nitya Parsa
    Nitya Parsa

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $19 Per Month
    View Profile Visit website

  • Intuit Mailchimp

    4.3 (176 Reviews) Verified

    Turn clustomers into customers. Personalize every email for every customer using real-time behavioral data and automated triggers with Intuit Mailchimp, the #1 email marketing and automation platform. It helps businesses of all ... read more about Intuit Mailchimp

    it's a good SaaS software for email marketing Campaigns. reviewed by: Harshitha Venkatrathnam, looking job as fresher in digital marketing with certification in digital marketing at ulketz
    Entry Level Price
    $25 Per Month
    Free Trial
    N/A
    10% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    • Information-technology-services
    • Marketing-advertising
    • Market-research
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    it's a good SaaS software for email marketing Campaigns.
    Harshitha Venkatrathnam, looking job as fresher in digital marketing with certification in digital marketing at ulketz
    Transforming Email marketing for businesses
    AYUSH GUPTA, C Parts Expert at LPS Bossard PVT LTD
    Easy to use email marketing platform with a host of features
    Brad Russell, Founder at Digital Hitmen
    Review Summary
    It makes Email marketing Campaigns easy. It helps to reach business goals. It is one of the best Market Automation platforms. It ranks best in email marketing platforms.
    Harshitha Venkatrathnam
    Harshitha Venkatrathnam, looking job as fresher in digital marketing with certification in digital marketing at ulketz

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $25 Per Month

    Integration
    Integrated With
    • QuickBooks Commerce
    • Shopify
    • Squarespace
    View Profile Visit website

  • Simply CRM

    5.0 (44 Reviews) Verified

    Our mission is to make it simple for you to run your business. At Simply we have a hand picked team of professional individuals. We are all dedicated to develop and provide ... read more about Simply CRM

    Easy to manage and work with Simply reviewed by: Kelly Hadous, Sales Specialist at Socage
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    34% in CRM Software

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

    Key Details
    Industries
    • Education-management
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Easy to manage and work with Simply
    Kelly Hadous, Sales Specialist at Socage
    Offers easy solution to integrate the third party software and services
    Chris Medley at ERA Realty
    A pathfinder to complex business processes, optimization thoroughly and quickly
    Kornelius Bendt
    Review Summary
    A handy tool that can make your business go with ease. The ideal part of this tool is the automation and business connections. The price comparison is satisfying and competitive too.
    Kelly Hadous
    Kelly Hadous, Sales Specialist at Socage

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month

    Integration
    Integrated With
    • Intuit Mailchimp
    View Profile Visit website

  • Solid Performers CRM

    4.9 (36 Reviews) Verified

    Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which, includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead ... read more about Solid Performers CRM

    CRM which has got stuffs at a minimal investment reviewed by: Super Admin
    Entry Level Price
    $15 Per Month
    Free Trial
    Available
    18% in CRM Software

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

    Key Details
    Industries
    • Construction
    • Education-management
    • Hospital-health-care
    • Human-resources
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Good for Small and Medium Scale Enterprises
    Sadik Basha
    Great tool and I really like their chatbot
    Vishnu
    Simple and great CRM tool
    Alwin
    Review Summary
    I work with a 100+ team members and this system is suitable to match our requirement. But, I am not sure whether it can handle a team of 1000+ users. I think it has got the capability.
    Sadik Basha
    Sadik Basha

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $15 Per Month

    Integration
    Integrated With
    • Zapier
    View Profile Visit website

  • ActiveCampaign

    4.5 (31 Reviews) Verified

    ActiveCampaign CRM software is built considering every stage of the customer journey. The software provides a customized dashboard to fit any size B2B, B2C, and eCommerce businesses. This AI-integrated software offers end-to-end ... read more about ActiveCampaign

    Active Campaign is super easy to manage complex email marketing campaigns reviewed by: Rakshit Panchal, Marketing Specialist at Sydney Digital Agency
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    14% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Computer-software
    • E-learning
    • Financial-services
    • Health-wellness-fitness
    • Logistics-supply-chain
    • Marketing-advertising
    • Professional-training
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Active Campaign is super easy to manage complex email marketing campaigns
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency
    ActiveCampaign’s intuitive interface and robust feature set, we can quickly create custom email sequences
    Sarah Gibson, Director at Proactive Healthcare
    I would recommened ActiveCampaign for your business and experience the best results.
    Jon Torres, Founder at Jon Torres
    Review Summary

    We at Sydney Digital Agency use Active Campaign for email automation to send emails frequently about our blogs and the latest updates of our services for the last three years. It's super easy to manage complex email marketing campaigns. You can also segment campaigns according to your services by including tags and lists. When you require to scale up, it's quite pricey.

    Rakshit Panchal
    Rakshit Panchal, Marketing Specialist at Sydney Digital Agency

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $15 Per Month
    View Profile Visit website

  • Pipedrive

    4.4 (29 Reviews) Verified

    Pipedrive is the perfect CRM system for businesses that want to close more deals and grow their business. It's easy to use, affordable, and packed with features that can help you take ... read more about Pipedrive

    A Powerful and User-Friendly CRM for Sales Teams reviewed by: SANeForce, Digital Marketing at SANeForce
    Entry Level Price
    $12 Per Month
    Free Trial
    14 Days
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    A Powerful and User-Friendly CRM for Sales Teams
    SANeForce, Digital Marketing at SANeForce
    Pipedrive Experience
    Marketing Executive at SAN Logistik Park
    Pipedrive utilizes a machine learning sales assistant, which is highly accurate.
    Thomas Hawkins, CEO at Electrician Apprentice HQ
    Review Summary
    Pipedrive is an intuitive and feature-rich CRM that streamlines sales processes efficiently. Pipedrive has been a game-changer in managing our sales pipeline effectively. Its visual interface, automation features, and seamless integrations make it a great tool for tracking leads and closing deals. The ability to customize pipelines and automate tasks has significantly improved productivity. While the platform is excellent for small to mid-sized businesses, larger enterprises may find some limitations in advanced reporting and customization. Pipedrive offers a highly intuitive drag-and-drop interface, making it easy to manage deals and track progress. The automation features, such as email follow-ups and activity reminders, help ensure that no lead is missed. The integration with third-party apps like Slack, Zapier, and Google Workspace enhances collaboration and workflow automation.
    SANeForce
    SANeForce, Digital Marketing at SANeForce

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $12 Per Month

    Integration
    Integrated With
    • Zapier
    • Slack
    • Stripe Billing
    • QuickBooks Online Advanced
    • Asana
    • Trello
    View Profile Visit website

  • Calendly

    4.3 (27 Reviews) Verified

    Our scheduling automation platform helps individuals, teams, and organizations globally automate the meeting lifecycle by removing the back and forth with scheduling. Our platform enables companies to close deals, hire candidates, build ... read more about Calendly

    Best appointment scheduling software reviewed by: Blogger at bestgriddleinfo
    Entry Level Price
    $10 Per Month
    Free Trial
    14 Days
    10% in CRM Software

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

    Key Details
    Industries
    • Education-management
    • Higher-education
    • Human-resources
    • Information-technology-services
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Best appointment scheduling software
    Blogger at bestgriddleinfo
    It has a great workflow automation process that saves time
    Ellie Walters, CEO at FindPeopleFaster
    The software has streamlined our appointment scheduling and has helped us better serve our clients
    Thomas Costello, Founder and CEO at ReachRight
    Review Summary
    We bestgriddleinfo.com are happy customer of Calendly. This scheduling software is like having a personal assistant that never sleeps. It seamlessly syncs with your calendar, effortlessly eliminates double bookings, and makes scheduling a breeze. Say goodbye to endless email chains and hello to efficiency. Calendly is a must-have tool for anyone looking to reclaim their time and stay organized.
    Anonymous
    Blogger at bestgriddleinfo

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $10 Per Month
    View Profile Visit website

  • Bitrix24

    4.5 (17 Reviews) Verified

    Bitrix24 CRM is the perfect tool for businesses that want to close deals faster. Bitrix24 CRM helps businesses track their leads, qualify them, and move them through the sales pipeline and automate ... read more about Bitrix24

    Streamlining Collaboration: A Comprehensive Bitrix24 Review reviewed by: Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Entry Level Price
    $49 Per Month
    Free Trial
    15 Days
    4% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Banking
    • Business-supplies-equipment
    • Computer-hardware
    • Computer-software
    • Construction
    • Consumer-services
    • Executive-office
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Nonprofit-organization-management
    • Retail
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Reviews
    What User‘s Say
    Streamlining Collaboration: A Comprehensive Bitrix24 Review
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.
    Bitrix24 has a user-friendly approach to project management and communication which has simplified our daily operations.
    Audrey Hodges
    Bitrix24 has transformed the way we operate by replacing multiple services with a single, integrated ecosystem.
    Anonymous
    Review Summary

    Using Bitrix24 has been an illuminating experience in streamlining collaboration and boosting productivity within our team. The platform's multifaceted features offer a comprehensive solution for communication, project management, and CRM. The intuitive interface makes navigation effortless, while the wide array of tools caters to diverse needs, from task delegation and file sharing to time tracking and client management. The integration of communication channels like chat, video conferencing, and email within a unified platform fosters seamless interaction among team members, reducing the need for external applications. Additionally, the customizable workflows and automation options have significantly optimized our processes, saving time and minimizing errors. Overall, Bitrix24 has proven to be an invaluable asset in enhancing efficiency and fostering collaboration within our organization.

    Neetika Jain
    Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $49 Per Month

    Integration
    Integrated With
    • Intuit Mailchimp
    • Slack
    • Salesforce CRM
    • office365
    • Xero
    • Zapier
    • QuickBooks Online
    • Google Drive
    • HubSpot CRM
    View Profile Visit website

  • Clickup

    4.4 (14 Reviews) Verified

    ClickUp is a project management software company that provides an all-in-one platform to improve workplace efficiency and collaboration. Founded in 2017 by Zeb Evans and Alex Yurkowski, ClickUp has grown rapidly to ... read more about Clickup

    ClickUp helped in managing tasks as it is easy to understand and use reviewed by: Cayla Thurman, Business Reputation Consultant at Rize
    Entry Level Price
    $7 Per Month
    Free Trial
    N/A
    5% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    • Construction
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    ClickUp helped in managing tasks as it is easy to understand and use
    Cayla Thurman, Business Reputation Consultant at Rize
    Beacause of Prima it's been a positive move for everyone in my company
    Annie Ricci, E-commerce and Digital Marketing Expert at Prima
    Clickup allows us Smooth real-time internal communications within the organization
    Ram Chaitanya, Founder at Be Zen
    Review Summary

    We Rize use ClickUp. As a Business Reputation Consultant, ClickUp helped in managing tasks as it is easy to understand and use. The layout is simple and intuitive in creating tasks, and ticking them off once done. It is easy to prioritize tasks and assign them to a respective person as per project needs. ClickUp also made it easy for our team to communicate, share files, and stay updated on tasks. It helped us keep track of our workload effectively. We could create task hierarchies and set dependencies, which made managing complex projects easier. Customizing it according to priority and who is assigned to it is a breeze.

    Cayla Thurman
    Cayla Thurman, Business Reputation Consultant at Rize

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $7 Per Month

    Integration
    Integrated With
    • Slack
    • GitLab
    • GitHub
    • Webhooks
    • HubSpot CRM
    • Everhour
    • Toggl Track
    • OneDrive
    • Dropbox
    • Box
    • Intercom
    • Zendesk Guide
    • Zapier
    View Profile Visit website

  • EngageBay

    4.8 (13 Reviews) Verified

    EngageBay is an All-in-One CRM software that allows you to Store unlimited contacts and build stronger relationships by keeping track of all your customer details in one place. It offers unique features ... read more about EngageBay

    Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time reviewed by: Lucia Jensen, CEO at WeLoans
    Entry Level Price
    $12.74 Per Month
    Free Trial
    N/A
    10% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    • Consumer-services
    • Education-management
    • E-learning
    • Higher-education
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time
    Lucia Jensen, CEO at WeLoans
    My handy business tool.
    Eric F Montera
    EngageBay - A Revolutionary all-in-one system
    Crypto13
    Review Summary

    We WeLoans have been using Engage Bay since the company started, and it has helped us identify new opportunities, ensure customers are satisfied, and convert our webpage visitors, among other solutions. Engage Bay is the CRM software we use in our company once a week to track our marketing, support, and sales team. In addition, Engage Bay streamlines tracking customer details by allowing us to store unlimited contacts that help us build strong relationships with our clients.

    Lucia Jensen
    Lucia Jensen, CEO at WeLoans

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $12.74 Per Month

    Integration
    Integrated With
    • Zapier
    • Xero
    • mailgun
    • Mandrill
    • Postmark
    • SendGrid
    • PieSync
    View Profile Visit website

  • SharpSpring

    4.5 (12 Reviews) Verified

    SharpSpring is a comprehensive CRM software with a full-funnel sales and marketing automation facility ideal for marketing agencies and small to medium businesses. Right from creating a lead, to closing a sale, ... read more about SharpSpring

    All in one CRM,marketing,sales tool reviewed by: Bailey Witt, MBA
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • Email Integration
    • File Management
    • Lead Management
    • Reporting
    • Sales Automation

    Key Details
    Industries
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies

    Reviews
    What User‘s Say
    Dynamic tracking and email software
    Brett Downes, Founder | SEO, Link Building Geek at HaroHelpers
    Marketers: SharpSpring is the best option to do Digital Marketing. Believe it !!!
    Luiz Conte, CMO at Inbound Brasil
    Loyal SharpSpring user for over 5 years
    John Heenan
    Review Summary

    Being a founder of HaroHelpers, I use a software called sharp spring . This is a dynamic tracking and email software that sections users depending on what they originally looked at or done on the website.

     Pro’s

     Simple to learn and easy to set up workflows.

    Has fantastic customer support and great demo introductions.

    Integrated with existing software we had.

    Fantastic Value for Money

     Con’s

     It’s a bit buggy and can be hard to work out errors.

    Slows down website more than we’d like due to size of it.
    Brett Downes
    Brett Downes, Founder | SEO, Link Building Geek at HaroHelpers

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

  • Airtable

    4.5 (12 Reviews) Verified

    Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across ... read more about Airtable

    Airtable is like an advanced spreadsheet that handles simple and complex datasets reviewed by: Alex Contes, Co-Founder & SaaS Expert at Review Grower
    Entry Level Price
    $20 Per Month
    Free Trial
    N/A
    10% in CRM Software

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

    Key Details
    Industries
    • Education-management
    • Events-services
    • Financial-services
    • Human-resources
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Airtable is like an advanced spreadsheet that handles simple and complex datasets
    Alex Contes, Co-Founder & SaaS Expert at Review Grower
    Airtable is highly recommendable as it is intuitive and user-friendly
    Ouriell Lemmel, CEO and Founder at WinIt
    Airtable has an intuitive interface and is perfect to serve your team's needs
    Mike Owens, Digital Marketing and Growth Director at Web Hosting Advices
    Review Summary

    We Review Grower use Airtable. My preference for project management software goes to Airtable. If your company is currently utilizing Microsoft Excel or Google Sheets for project management but is looking to upgrade, Airtable is the way to go. While its spreadsheet-like interface is its most recognizable feature, it supports additional project views like Kanban card stacks, galleries, grids, calendars, and Gantt/timeline charts. Since it can be easily integrated with other systems, this program is useful for any business that relies heavily on data. Dropbox and Salesforce data imports are supported, for instance. Alternatively, you can collect information from the project's participants, target users, or beneficiaries by making a form and sending them a link. Then, use premade templates and simple drag-and-drop tools to examine data from various angles, monitor data utilization, and plan accordingly.

    Alex Contes
    Alex Contes, Co-Founder & SaaS Expert at Review Grower

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $20 Per Month
    View Profile Visit website

  • Sugar CRM

    4.0 (8 Reviews) Verified

    SugarCRM is a CRM that's built for the future of sales. It's packed with features that help you close deals faster and continuously evolve with the latest developments. SugarCRM is easy to ... read more about Sugar CRM

    Better than other open source CRMs reviewed by: Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLC
    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    25% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • Whitepapers
    • On-Site Training

    Reviews
    What User‘s Say
    OK CRM for small businesses - still lacking
    Kelly Wasden, Enterprise Accounts at Motivosity
    Solid CRM
    Zeke Becerra, Regional Sales Manager at Dbvisit Software
    Great system that can accomplish all the functionalities
    Joseph Sloan, Marketing & Communications Coordinator at Advice Media
    Review Summary

    I want to like SugarCRM but after using it for well over 2 years as both user and admin, I have a real hard time recommending it to any business that is scaling fast. It's clunky in reporting, weird with opportunity creation. They updated the UI a bit, but that basically means they just repurposed the same buttons and added some more color to the overall look and feel. It's definitely an upgrade, but nothing like CopperCRM (Prosperworks) and SalesForce or even Hubspot. It's OK for a small business as they are starting out because it is somewhat easy to navigate, but with the lack or reports and overall clunkiness, I have a hard time recommending when there are so many great CRM's out there to accomplish your needs.

    Kelly Wasden
    Kelly Wasden, Enterprise Accounts at Motivosity

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $19 Per Month
    View Profile Visit website

  • InsureCRM

    4.4 (7 Reviews) Verified

    InsureCRM Software, a fully functional insurance CRM software, is one of the initiatives by Damco to empower insurers with digital capabilities to provide superior customer experiences. The agile platform is one of ... read more about InsureCRM

    Good solution reviewed by: Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    100% in CRM Software

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

    Key Details
    Industries
    • Insurance
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Good solution
    Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.
    Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software
    Brad Medapalli at IT Consulting Firm
    Damco Helped us Build Integrated CRM for Managing Insurance Applicants
    Martin Noah at BCV
    Review Summary
    InsurCRM is a powerful insurance CRM software. It has a user-friendly interface, which has made user-adoption a breeze. I also like its integration capabilities. All in all, it is a valuable asset for insurance businesses looking to improve relationships with customers.
    Alora Grace
    Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    View Profile Visit website

  • Insightly

    4.3 (7 Reviews) Verified

    Insightly is a cloud-based CRM that's built for collaboration. With Insightly, you can easily track your tasks, collaborate with your team, and stay on top of your deadlines. Insightly also offers a ... read more about Insightly

    Insightly is marketing automation to create personalised marketing campaigns, and automate business processes. reviewed by: Beata Mccarthy
    Entry Level Price
    $29 Per Month
    Free Trial
    Available
    25% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.
    Beata Mccarthy
    Insightly has increased productivity of our organization as a whole
    Valerie Barnett, Founder at PleasingCare
    It's best for us because it offers not just CRM-specific functionality but also project management functions.
    David Lee, CEO at Inyouths LED Mirrors
    Review Summary
    Amazing marketing tool, I’ve just started using this software and I am finding it to be pretty user-friendly. It works for me perfectly. It is not only perfect but the best for marketing automation. I am able to do multiple things needed for my business.
    Beata Mccarthy
    Beata Mccarthy

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $29 Per Month
    View Profile Visit website

  • Funnel CRM

    5.0 (6 Reviews) Verified

    Funnel CRM is a cloud-based CRM software that caters to more than 2000 small businesses such as agencies, developers, personal trainers, designers, service professionals, consultants, freelancers, and many more. It has modules ... read more about Funnel CRM

    Lead Generation through Cold Calling reviewed by: Ovais Ahmad
    Entry Level Price
    $10.00 Per Month
    Free Trial
    14 Days
    50% in CRM Software

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

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

    Reviews
    What User‘s Say
    Lead Generation through Cold Calling
    Ovais Ahmad
    Great
    Heidi Sullivan, SVP, Product & Marketing at UpCity
    Best CRM for digital agencies.
    Gohar Leghari, Ruby On Rails Developer at Buzz Interactive
    Review Summary
    We have worked with them from 2018 till 2019. They helped us to grow our client base. Our experience was amazing working with them. The coordination between our teams was great. We managed to close many deal. Everything was completed on time and with 100% accuracy
    Ovais Ahmad
    Ovais Ahmad

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $10.00 Per Month
    View Profile Visit website

  • Dolibarr

    5.0 (5 Reviews) Verified

    Dolibarr ERP & CRM is an Open Source and free software package to manage companies, freelancers or foundations. We can say Dolibarr is an ERP or CRM. You enable only the feature ... read more about Dolibarr

    Excellent software for small companies reviewed by: Benoit Girardot
    Entry Level Price
    Free version
    Free Trial
    Available
    10% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Excellent software for small companies
    Benoit Girardot
    Role : Communication officer at ATM Consulting
    Brengre CHAVANIS, Attachée commerciale et communication at ATM Consulting
    It does the job and more
    Laurent Destailleur, Open Source expert and Manager of Bordeaux agency at TECLIB'
    Review Summary
    A great software that ticks all the boxes for me: not expensive, comprehensive functions, solid and stable, can be used easily on Windows, Mac, plus iPad (and iPhone) via Safari. A great tool I use every day for my small company.
    Benoit Girardot
    Benoit Girardot

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

  • Close

    5.0 (5 Reviews) Verified

    Close CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting ... read more about Close

    reviewed by: Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRev
    Entry Level Price
    $49 Per Month
    Free Trial
    14 Days
    70% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Close is a powerful and easy to use CRM
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai
    Most complete & easy-to-use CRM
    Joe Gatto
    Straight to the point and no added mess
    David Lee, Manager at CPD Online College
    Review Summary

    Close has an intuitive user interface and is supercharged by its many available integrations. We leveraged the Zapier integration and in doing so automated a good portion of the work we were previously doing manually. It was as if we added another member to our team. Highly recommend

    Erik Zahnlecker
    Erik Zahnlecker, Co-Founder, COO at Allocate.ai

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Standard
    $49 Per Month
    View Profile Visit website

  • Taskeo

    4.8 (5 Reviews) Verified

    Taskeo strives to become a go-to tool for all those companies that grew tired of using several apps to manage their activities. Businesses of all kinds can easily adopt it, making Taskeo ... read more about Taskeo

    Serves as a reliable tool to keep everything in check. reviewed by:
    Entry Level Price
    $5 Per Month
    Free Trial
    N/A
    10% in CRM Software

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

    Key Details
    Industries
    • Hospital-health-care
    • Human-resources
    • Marketing-advertising
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    Serves as a reliable tool to keep everything in check.
    Taskeo solidifies our workflow, it's our go-to tool for project management.
    Taskeo is just Brillant, polished and feature-rich, scheduling software.
    Surendra Jha
    Review Summary
    Taskeo's Appointment Scheduling feature has been a game-changer for our team, particularly in ensuring our clients are well-informed about upcoming meetings. With busy schedules, the risk of forgetting these crucial tasks is high, but Taskeo has effectively addressed this issue by automating reminders. Integration with the CRM has allowed us to maximize sales opportunities, providing a seamless experience for both our team and clients. It's important to note that each module comes with a separate charge. This could pose a consideration for those on a budget, as subscribing to all modules may not be feasible. Taskeo has incorporated essential features, and the convenience of Zoom, Stripe, CRM integration, and time tracking adds to its overall appeal. I must say I'm overall satisfied with the solution, and I haven't encountered any major issues. For those considering Taskeo Appointment Scheduling, I highly recommend this tool.
    Anonymous

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • One-Time Payment
    Vendor pricing page
    Available Packages
    Standard
    $5 Per Month
    View Profile Visit website

  • Agile CRM

    4.6 (5 Reviews) Verified

    Agile CRM is an All-in-One CRM software that supercharges your sales, marketing, and service. Agile CRM's unique features and latest developments help businesses close deals faster in a number of ways. For ... read more about Agile CRM

    Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses. reviewed by: Anonyms User
    Entry Level Price
    $9.99 Per Month
    Free Trial
    N/A
    15% in CRM Software

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

    Key Details
    Industries
    • Marketing-advertising
    • Retail
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses.
    Anonyms User
    Comprehensive software for CRM and Automation tools designed for marketing practice in small and mid-size businesses.
    Anonyms User
    Agile CRM is an Affordable, Easy-to-Use Platform and has been great for building our business
    Jorge Vivar, Creative Director at Mode
    Review Summary
    It is one of the best and easy-to-use tools that allow automating complicated tasks that are helpful for the marketing sector like automating emails and appointment scheduling. It has more knowledge-based functionalities and features like building landing pages, generating reports, capturing forms and customers data precisely and some more features can be added after upgrading to another plan. They provided online training videos to support our work process. Overall, it is a great marketing tool to boost the sales of businesses.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $9.99 Per Month
    View Profile Visit website

  • Nimble

    4.1 (5 Reviews) Verified

    Nimble CRM enriches contacts with social and business data, streamlines workflows, and works across all channels. Ideal for relationship-focused sales professionals, solopreneurs, and business teams. A relationship-focused CRM for your entire team. ... read more about Nimble

    Nimble is an industry-leading CRM for contact management solutions. reviewed by: Anonyms User
    Entry Level Price
    $24.90 Per Month
    Free Trial
    14 Days
    34% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • On-Site Training

    Reviews
    What User‘s Say
    Nimble is an industry-leading CRM for contact management solutions.
    Anonyms User
    Nimble is a software that helps us track relationships with our consumers.
    Lorie Carson, Founder at RealPeopleFinder
    Nimble is essential in helping our small team with this vital aspect of our business
    Evan McCarthy, CEO at Sporting Smiles
    Review Summary
    Nimble is a perfectly good CRM tool for social sales and marketing that allows small businesses to store and organize all the contacts for follow-up reminders and to generate new leads. It easily incorporates Office 365 and some Google apps. This app provides great interaction between the customers and also it is very cost-effective. Its enhanced CRM systems are integrated with the communication power of social media and collaborative tools. Nimble has some nice features like Quotes, list management, customer support, referral tracking and many more.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $24.90 Per Month
    View Profile Visit website

  • Copper

    4.0 (5 Reviews) Verified

    Copper CRM software helps businesses focus on growth while taking care of different aspects of sales. It provides automated tools and integrations to regulate recurring tasks and save companies' resources. Customer communication ... read more about Copper

    My Trademark Firm is Organised thanks to Copper reviewed by: Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
    Entry Level Price
    $25 Per Month
    Free Trial
    14 Days
    50% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Information-technology-services
    • Logistics-supply-chain
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Mac
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Reviews
    What User‘s Say
    Amazing Integration with Google Apps
    Ben Camp, CEO at RehabPath
    Getting Better Each Quarter
    John Ripley, National Seminar Speaker, Federal Employee Retirement Income Expert, Safe Money Advocate at Smarter Retirement Solutions
    My Trademark Firm is Organised thanks to Copper
    Brian Goldberg, Founder & Executive Director at Trademark.Ventures International
    Review Summary
    I love the Google Apps integration, and used Copper (then Prosperworks) for close to 2 years. I ended up getting a really great offer to use a competitor and switched but I would definitely recommend Copper to anyone. I ran into some problems with the email tracking being buggy, and I think their intro price doesn't include enough features to compete well with their competitors.
    Ben Camp
    Ben Camp, CEO at RehabPath

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

  • LeadSquared

    3.8 (5 Reviews) Verified

    Leadsquared is a powerful CRM tool for small and large businesses. The CRM tool puts organizations at the top of their customer management strategies with features like marketing automation, lead management, and ... read more about LeadSquared

    LeadSquare is a business friendly CRM which is easy to understand and use. reviewed by: Commitbiz, Founder and CEO at Commitbiz LLC
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    20% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Email Integration
    • Lead Management
    • Mobile Access
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

    Key Details
    Industries
    • Computer-software
    • Education-management
    • E-learning
    • Financial-services
    • Higher-education
    • Information-technology-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    LeadSquare is a business friendly CRM which is easy to understand and use.
    Commitbiz, Founder and CEO at Commitbiz LLC
    LeadSquared is an all-in-one marketing automation solution that allows its users to acquire customers online and manage sales.
    Anonymous User
    Great to manage landing pages
    Arpan Shah, Founder at Intricare Technologies
    Review Summary
    We have been using their CRM for lead capturing and nurturing. So far we have converted a good number of leads from cold to hot leads.
    Commitbiz
    Commitbiz, Founder and CEO at Commitbiz LLC

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    View Profile Visit website

  • ZoomInfo

    3.8 (5 Reviews) Verified

    ZoomInfo empowers business-to-business sales, marketing, and recruiting professionals to hit their number by pairing best-in-class technology with unrivaled data coverage, accuracy, and depth of contacts. Find and connect with your ideal customer. ... read more about ZoomInfo

    Amazing Platform! reviewed by: Mariam okla
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    33% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Lead Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Workflow Automation

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

    Reviews
    What User‘s Say
    Amazing Platform!
    Mariam okla
    Great resource
    Karen Forester
    ZoomInfo Helps me Close Deals
    Gabby Abbas
    Review Summary

    ZoomInfo is one of the best platforms I have invested in for my Inside Sales team. This has really helped us build up our contact database. We have gotten deeper into accounts that we weren't able to before because of the information we were able to find in ZoomInfo. We have also built relationships with those that we did not have before. Highlight recommend this to anyone interested, especially those in a sales role.

    Mariam okla
    Mariam okla

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

  • InfoFlo

    5.0 (4 Reviews) Verified

    InfoFlow is a perfect CRM solution for SMEs. The software offers all basic CRM features at an affordable price. Users can harness the power of tools like document management, task management, and ... read more about InfoFlo

    InfoFlo is an all-in-one and easy-to-use CRM software that is perfect for a management solution to track and manage contacts automatically. reviewed by: Nathan Mendez
    Entry Level Price
    $30 Per Month
    Free Trial
    30 Days
    25% in CRM Software

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

    Key Details
    Industries
    • Banking
    • Financial-services
    • Hospital-health-care
    • Insurance
    • Retail
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Reviews
    What User‘s Say
    InfoFlo is an all-in-one and easy-to-use CRM software that is perfect for a management solution to track and manage contacts automatically.
    Nathan Mendez
    InfoFlo is a feature-rich CRM solution to manage customer relations designed to improve business productivity.
    Anonyms User
    Inflo CRM has solved many issues that we have faced in our organisation by simply streamlining the usual process.
    Anonyms User
    Review Summary
    I like this software for giving us all information related to customers such as emails, contacts and other records. This software can be accessed online which makes it a great choice for teams that are working remotely. It is useful for small to midsize all kinds of organizations. It is easily integrated with other systems.
    Nathan Mendez
    Nathan Mendez

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $30 Per Month
    View Profile Visit website

  • Oorwin

    5.0 (4 Reviews) Verified

    Oorwin, a San Francisco based SaaS platform offers a diverse suite of products across Recruitment, Sales, and HR to foster productivity and growth for staffing agencies and consulting companies. Built upon nearly ... read more about Oorwin

    Excellent UI reviewed by: Ashwin Kumar
    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    25% in CRM Software

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

    Key Details
    Industries
    • Human-resources
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies

    Reviews
    What User‘s Say
    Excellent UI
    Ashwin Kumar
    Complete AI-enabled effortless platform
    M.S Varma, Sr. IT Recrutier at Gallega Software Solutions
    Excellent Software
    Syed Mukthar (Max)
    Review Summary
    Posting jobs is super easy Smart candidate search & ranking facility Excellent customer support
    Ashwin Kumar
    Ashwin Kumar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    View Profile Visit website

  • BenchmarkONE

    4.8 (4 Reviews) Verified

    BenchmarkOne helps small and medium-sized businesses to stay organized in CRM. The user-friendly CRM tool unifies all sales and marketing activities from a common platform. With built-in marketing automation and email marketing, ... read more about BenchmarkONE

    BenchmarkONE is an all-in-one sales and marketing software that is suitable for small to large businesses. reviewed by: Hayden Norris
    Entry Level Price
    $79 Per Month
    Free Trial
    N/A
    33% in CRM Software

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

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

    Reviews
    What User‘s Say
    BenchmarkONE is an all-in-one sales and marketing software that is suitable for small to large businesses.
    Hayden Norris
    BenchmarkONE is a cloud-based and all-in-one CRM solution that helps businesses grow with sales and marketing software.
    Anonyms User
    BenchmarkONE is a customer relationship management system with a strong emphasis on sales and marketing automation for small organizations.
    Anonyms User
    Review Summary
    We use BenchmarkONE from start to finish for all our customer interactions, and it has been a real game changer. Very intuitive interface and makes sharing information so easy. It has all the essential features we needed for marketing. It is 100% better than the alternatives that I have used. Incredibly powerful tool and a must-have for anyone interested in automation or generally making life easier.
    Hayden Norris
    Hayden Norris

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $79 Per Month
    View Profile Visit website

  • ONTRAPORT

    4.8 (4 Reviews) Verified

    ONTRAPORT provides a comprehensive business and marketing automation platform targeted at the specific needs of entrepreneurs and small businesses. With ONTRAPORT as their partner, entrepreneurs and small business owners can quickly and ... read more about ONTRAPORT

    ONTRAPORT’s marketing automation suite that allows creating automation for any aspect of the customer lifecycle. reviewed by: Matt Field
    Entry Level Price
    $79 Per Month
    Free Trial
    14 Days
    25% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    • Education-management
    • Health-wellness-fitness
    • Information-technology-services
    • Management-consulting
    • Marketing-advertising
    • Professional-training
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Chat
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • On-Site Training

    Reviews
    What User‘s Say
    ONTRAPORT’s marketing automation suite that allows creating automation for any aspect of the customer lifecycle.
    Matt Field
    ONTRAPORT is a business automation software designed to help entrepreneurs to understand the market and manage an online business.
    Chandler Stephens
    One of the most robust platforms
    Cynthia Harder, Virtual Assistant and Owner at Simplify Virtual Solutions
    Review Summary
    This is the best software ever. My experience is very good with it. It has a lot of extensions through Zapier. All features are great. I am using the free plan and this software on the go when I need to check contacts and past conversations or reply using one of the templates. Helps to keep track of your business easily. It is easy to use for me, considering it’s my first exposure to marketing automation software.
    Matt Field
    Matt Field

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $79 Per Month
    View Profile Visit website

  • Accelo

    4.8 (4 Reviews) Verified

    Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. With an emphasis on time and money, the client work management platform gives you ... read more about Accelo

    Accelo is an all-in-one software that is used by professional service businesses to manage their client work. reviewed by: Callie White
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    15% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Animation
    • Architecture-planning
    • Civil-engineering
    • Construction
    • Design
    • Environmental-services
    • Graphic-design
    • Legal-services
    • Management-consulting
    • Marketing-advertising
    • Professional-training
    • Research
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • eBooks
    • White Papers
    • Calculators

    Reviews
    What User‘s Say
    Accelo is an all-in-one software that is used by professional service businesses to manage their client work.
    Callie White
    Great Process Management Software
    Kimberley Maunder, SEO & CRO Specialist at Klyp
    Very fast streamlined time entry
    Alex Chandler, Network Systems Engineer at ieMentor Corporation
    Review Summary
    Finally found what I have been looking for a long time. I love the software that it’s pretty straightforward. You can import your customers from your contacts and it is the best thing!! It is designed very beautifully and is simple to understand and easy to use.
    Callie White
    Callie White

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    Plus
    $24 Per Month
    Premium
    $39 Per Month
    View Profile Visit website

  • Vtiger CRM

    4.5 (4 Reviews) Verified

    Vtiger CRM is an easy-to-use, affordable CRM that can help businesses of all sizes close more deals, improve their customer satisfaction, and grow their business. It is packed with features that will ... read more about Vtiger CRM

    Great product for all valuable business. !! reviewed by: Avinash Yaduka, Director at YADUKA GROUP
    Entry Level Price
    $12 Per Month
    Free Trial
    15 Days
    80% in CRM Software

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

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • On-Site Training

    Reviews
    What User‘s Say
    Great product for all valuable business. !!
    Avinash Yaduka, Director at YADUKA GROUP
    And All-in-One CRM and Support Suite
    Jose Quintero, Support Services Manager at GB Advisors, Inc.
    One Stop solution for Growing Companies
    Saurabh Saxena, Product Operations & Marketing at InterviewBit
    Review Summary
    It is an amazing product where all Sales, Project and service can be maintained very well. It help all roles of organisation.
    Avinash Yaduka
    Avinash Yaduka, Director at YADUKA GROUP

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Available Packages
    One Growth
    $12 Per Month
    One Professional
    $30 Per Month
    One Enterprise
    $42 Per Month
    View Profile Visit website

  • Workhub Tasks

    4.5 (4 Reviews) Verified

    WorkHub Tasks can speed up request processing and issue resolutions by streamlining internal processes like service requests or IT supports. Beyond keeping track of what is happening inside your organization, you can ... read more about Workhub Tasks

    One of the best software for task management and employees collaboration reviewed by: Umar Saleem at R-act
    Entry Level Price
    $39 Per Month
    Free Trial
    N/A
    20% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Collaboration Tools
    • File Management
    • Lead Management
    • Reporting

    Key Details
    Industries
    • Computer-software
    • Consumer-services
    • Education-management
    • E-learning
    • Entertainment
    • Events-services
    • Executive-office
    • Facilities-services
    • Security-investigations
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Reviews
    What User‘s Say
    Effective task management system for your organization
    Anonymous
    All-in-one and excellent help desk ticketing system. I absolutely love it!
    Sirina Dany
    All-in-one and excellent help desk ticketing system. I absolutely love it!
    Abdul Rehman, Marketing Executive at Coeus Solutions
    Review Summary
    Absolutely love it! I sincerely appreciate the effort put into it. It aids me in keeping everything organized and separated by category. I can easily track the records and verify the status of pending tickets
    Anonymous
    Anonymous

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $39 Per Month
    View Profile Visit website

  • NetSuite CRM

    5.0 (3 Reviews) Verified

    NetSuite CRM is a powerful cloud customer relationship management (CRM) software designed for startups and fast-growing businesses. As a market leader, Netsuite CRM has been helping organizations master customer relationships with their ... read more about NetSuite CRM

    It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting. reviewed by: Josh Peters
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    25% in CRM Software

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

    Key Details
    Industries
    • Accounting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Whitepapers

    Reviews
    What User‘s Say
    It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting.
    Josh Peters
    NetSuite CRM is an enterprise-level, integrated and complete CRM solution for small and midsized organizations to manage their sales information.
    Anonyms User
    Netsuite CRM is a best fit for our firm as it satisfies all our needs starting from the Leads to Customer support.
    Anonyms User
    Review Summary
    NetSuite is a cloud accounting software within an ERP platform that eases the process of getting data and tracking transactions, taking records of payables as well as receivables. It is good for all sizes of businesses as it provides accurate reporting on time and gives you full control over financial things. Our firm is using this software to generate the view of customers and sales.
    Josh Peters
    Josh Peters

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    View Profile Visit website

  • NetHunt CRM

    5.0 (3 Reviews) Verified

    NetHunt CRM is a well-known online sales force automation tool allowing you to control your sales pipeline. Expanding target audiences and acquiring the market is easy with this CRM, as the device ... read more about NetHunt CRM

    Best CRM so far reviewed by: Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Entry Level Price
    $24 Per Month
    Free Trial
    14 Days
    25% in CRM Software

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

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

    Reviews
    What User‘s Say
    Best CRM so far
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM
    Great for small teams
    Richard Rothbauer, CEO at ABN+Analytics
    Easiest to use CRM in Gmail
    Lina Lugova, Head Of Marketing at EPOM
    Review Summary

    I tried both well-known CRMs and tried to develop my custom solution, but none of them did their job perfect. I am fully dependant on GSuite apps in my job: Google Calendar, Hangouts, Docs, Sheets, and NetHunt helped me to organize a mess created during the years of managing 100+ clients.

    Volodymyr Denysenko
    Volodymyr Denysenko, Front-End-Entwicklerin at EPOM

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $24 Per Month
    View Profile Visit website

  • Marketing Creatio

    5.0 (3 Reviews) Verified

    Marketing Creatio is a holistic multichannel marketing management software powered by out-of-the-box best practice processes delivering demand generation excellence. It is a robust marketing automation software powered by out-of-the-box best practice processes ... read more about Marketing Creatio

    Marketing Creatio is a multichannel marketing CRM platform that is helpful to orchestrate customer journeys and accelerate lead-to-revenue. reviewed by: Anonymous User
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    50% in CRM Software

    Features
    • Calendar & Task
    • Collaboration Tools
    • Email Integration
    • Forecasting & Analytics
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation

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

    Reviews
    What User‘s Say
    Marketing Creatio is a multichannel marketing CRM platform that is helpful to orchestrate customer journeys and accelerate lead-to-revenue.
    Anonymous User
    Marketing Creatio is ready to use the platform to automate marketing campaigns and help to manage customers’ journeys.
    Priyanka Rawal
    If you’re looking to automate all your CRM operations then Creatio is the perfect choice for you.
    Lucas F. Cole
    Review Summary
    Only a couple of months in but I gotta say that I am super grateful for this marketing solution. Works great, with lots of features that conveniently let you leverage a full customer profile with detailed history. I like how Its all features made it possible for me to complete my complex marketing task easily and effortlessly.
    Anonymous User
    Anonymous User

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

  • CompanyHub

    5.0 (3 Reviews) Verified

    CompanyHub is specialized CRM package which is fully customizable to any industry type.  A very easy to use CRM similar to excel with user friendly features which is so productive that you ... read more about CompanyHub

    It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations. reviewed by: Anonyms User
    Entry Level Price
    $15 Per Month
    Free Trial
    14 Days
    50% in CRM Software

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

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

    Reviews
    What User‘s Say
    It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations.
    Anonyms User
    CompanyHub is a SaaS-based, fully customizable business-related CRM application for task management, useful for sales teams.
    Anonyms User
    CompanyHub is one of the best CRM I have ever come across and I have been using it for quite a while now and I can not get enough of it.
    Anonyms User
    Review Summary
    Excellent time-saving and efficient accounting software I have seen till now. No more manual entry and other time-consuming tasks after implementing this software as it works like a pro. You can turn this software according to your need as it is highly customizable software. I am using this for creating records, sending emails and other managing accounts. The great thing about this software is it provides a 360-degree view so now I can view all processes in one place.
    Anonyms User
    Anonyms User

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

  • Deskera CRM

    5.0 (3 Reviews) Verified

    Deskera is an all-in-one integrated CRM and marketing automation software. Right from organizing contacts to quickly creating activities, following up with the leads at the right time, managing sales with the visual ... read more about Deskera CRM

    Deskera CRM software provides Deskera books section which is online accounting software for companies to keep their account information active and organised. reviewed by: Anonyms User
    Entry Level Price
    $29.00 Per Month
    Free Trial
    15 Days
    100% in CRM Software

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

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Case Studies

    Reviews
    What User‘s Say
    Deskera CRM software provides Deskera books section which is online accounting software for companies to keep their account information active and organised.
    Anonyms User
    Deskera CRM is all-in-one business software designed to help you manage your sales and support processes from a single system without any hassle.
    Anonyms User
    A software that allows employees to work productively on the web and on the phone.
    Anonyms User
    Review Summary
    A powerful accounting software that allows you to create and send invoices, and bills and track other financial transaction reports like payments and expenses. It is a customisable software system and it has more than 100 templates and lots of designs for creating invoices. It easily integrates with lots of essential apps to automate every task.
    Anonyms User
    Anonyms User

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Free Trial
    • 15 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $29.00 Per Month
    View Profile Visit website

  • Flowlu

    5.0 (3 Reviews) Verified

    Flowlu CRM is a versatile platform tailored for small and medium businesses, offering streamlined sales and client management. Beyond basic CRM functionalities, Flowlu provides comprehensive tools for lead tracking, pipeline management, client ... read more about Flowlu

    Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere. reviewed by: Alvin Buckley
    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    20% in CRM Software

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

    Key Details
    Industries
    • Accounting
    • Airlines-aviation
    • Alternative-dispute-resolution
    • Alternative-wmedicine
    • Animation
    • Apparel-fashion
    • Architecture-planning
    • Arts-crafts
    • Automotive
    • Aviation-aerospace
    • Banking
    • Biotechnology
    • Broadcast-media
    • Building-materials
    • Business-supplies-equipment
    • Capital-markets
    • Chemicals
    • Civic-social-organization
    • Civil-engineering
    • Commercial-real-estate
    • Computer-network-security
    • Computer-games
    • Computer-hardware
    • Computer-networking
    • Computer-software
    • Construction
    • Consumer-electronics
    • Consumer-goods
    • Consumer-services
    • Cosmetics
    • Dairy
    • Defense-space
    • Design
    • Education-management
    • E-learning
    • Electrical-electronic-manufacturing
    • Entertainment
    • Environmental-services
    • Events-services
    • Executive-office
    • Facilities-services
    • Farming
    • Financial-services
    • Fine-art
    • Fishery
    • Food-beverages
    • Food-production
    • Fundraising
    • Furniture
    • Glass-ceramics-concrete
    • Government-administration
    • Government-relations
    • Graphic-design
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Import-export
    • Individual-family-services
    • Industrial-automation
    • Information-services
    • Information-technology-services
    • Insurance
    • International-affairs
    • International-trade-development
    • Internet
    • Investment-banking-venture
    • Investment-management
    • Judiciary
    • Law-enforcement
    • Law-practice
    • Legal-services
    • Legislative-office
    • Leisure-travel
    • Libraries
    • Logistics-supply-chain
    • Luxury-goods-jewelry
    • Machinery
    • Management-consulting
    • Marketing-advertising
    • Market-research
    • Mechanical-or-industrial-engineering
    • Media-production
    • Medical-device
    • Medical-practice
    • Mental-health-care
    • Mining-metals
    • Motion-pictures-film
    • Museums-institutions
    • Music
    • Nanotechnology
    • Newspapers
    • Nonprofit-organization-management
    • Oil-energy
    • Online-publishing
    • Outsourcing-offshoring
    • Package-freight-delivery
    • Packaging-containers
    • Paper-forest-products
    • Performing-arts
    • Pharmaceuticals
    • Philanthropy
    • Photography
    • Plastics
    • Political-organization
    • Primary-secondary
    • Printing
    • Professional-training
    • Program-development
    • Public-policy
    • Public-relations
    • Public-safety
    • Publishing
    • Railroad-manufacture
    • Ranching
    • Real-estate
    • Recreational
    • Renewables-environment
    • Research
    • Restaurants
    • Retail
    • Security-investigations
    • Shipbuilding
    • Sporting-goods
    • Sports
    • Staffing-recruiting
    • Supermarkets
    • Telecommunications
    • Textiles
    • Translation-localization
    • Transportation-trucking-railroad
    • Utilities
    • Venture-capital
    • Veterinary
    • Warehousing
    • Wholesale
    • Wireless
    • Writing-editing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Webinars
    • Case Studies
    • Use Cases

    Reviews
    What User‘s Say
    Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere.
    Alvin Buckley
    Flowlu is a modern work management software that offers professional online tools for high-level project and product management.
    Taylor Santos
    Flowlu is a cloud-based CRM to manage leads and contacts and track new sales opportunities.
    Nydia Oliver
    Review Summary
    This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses.
    Alvin Buckley
    Alvin Buckley

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Google Drive
    • Zendesk Support
    • Jira
    • Intuit Mailchimp
    • Calendly
    • JivoChat
    • PayPal
    • Stripe Billing
    • Square
    • Skrill
    • Twilio
    View Profile Visit website

  • Servu

    5.0 (3 Reviews) Verified

    Servu is the innovative approach to workforce planning, appointment scheduling, asset management, online bookings, SMS notifications, quoting & invoicing, customer relationship management and more. Unite your workforce with intelligent job scheduling, asset ... read more about Servu

    Servu has become an essential tool in our design team and the operational factor is also very positive here, makes the job easier for all of us. reviewed by: Anonymous
    Entry Level Price
    $20 Per Month
    Free Trial
    N/A
    18% in CRM Software

    Features
    • Contact Management
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • File Management
    • Mobile Access
    • Reporting
    • Sales Automation
    • Security

    Key Details
    Industries
    • Facilities-services
    • Logistics-supply-chain
    • Transportation-trucking-railroad
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Servu has become an essential tool in our design team and the operational factor is also very positive here, makes the job easier for all of us.
    Anonymous
    Servu makes the operations highly manageable and the intuitive interface makes things effortless, really impressive.
    Anonymous
    Servu is user-friendly design, customization capabilities and time-saving features are there.
    Anonymous
    Review Summary
    Overall Servu has been a transformative experience, empowering us to streamline our processes and make things easier and manageable. It collaborates more effectively, and deliver exceptional results to our clients. This offers a range of features tailored to the unique needs of designers, making it an invaluable tool for optimizing our workflow. It allows us to manage the resources so well that anyone can access the designs from this tools easily and that allows time management.
    Anonymous
    Anonymous

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • GBP (£)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Available Packages
    Standard
    $20 Per Month
    View Profile Visit website

  • nTireCRM

    5.0 (3 Reviews) Verified

    nTireCRM is a 100% web-based Customer Relationship/Incident/Lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing, etc. CRM Software in India is the unique ... read more about nTireCRM

    Best CRM software reviewed by: Aarvesha L, Project Manager at Diligent Auto (P) Limited
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    33% in CRM Software

    Features
    • Calendar & Task
    • Contact Management
    • Email Integration
    • File Management
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation

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

    Reviews
    What User‘s Say
    Best CRM software
    Aarvesha L, Project Manager at Diligent Auto (P) Limited
    crm streamline customer relationship
    jennifer c, Administrator at Redington Limited
    nTireCRM is a good software to automate support system of your business.
    Rekix Jhon
    Review Summary
    A well-designed UI/UX can greatly enhance the overall experience of using nTireCRM software. Intuitive navigation, clear layout, and easy access to features contribute to user satisfaction and productivity. It can streamline workflows and enhance productivity. Robust reporting and analytics tools enable us to gain valuable insights into our sales performance, customer behavior, and overall business metrics.
    Aarvesha L
    Aarvesha L, Project Manager at Diligent Auto (P) Limited

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    • One-Time Payment
    Vendor pricing page
    View Profile Visit website

Buyer’s Guide

Buyer’s Guide for CRM Software : Benefits, Features & Pricing

CRM software provides a 360-degree view of customer and prospect information. It helps cultivate customer relationships and improve a business organization's operational efficiency.

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

Furthermore, delivering an exceptional customer experience has become mandatory for your organization to sustain and expand in this competitive business scenario. Whether you plan to invest in your first CRM system or change your existing one, choosing a CRM is challenging. Fortunately, this buyers' guide provides you with complete information about CRM systems, as below, that can help you select the right CRM system and achieve your business goals.

What is CRM (Customer Relationship Management)?

CRM combines practices or strategies businesses use to build better customer relationships, improve revenue, and provide a flawless customer experience. It enables you to prioritize your customers and helps your organization take a customer-centric approach, resulting in increased customer loyalty, exponential growth in sales, and ROI.

Why is Customer Relationship Management Important?

Building and nurturing relationships with customers is essential to acquire and retain customers. It is pretty crucial to build healthy customer relationships to keep them happy. One unhappy customer can result in several unhappy customers, especially in this era of social media, where everything gets viral quickly. According to Deloitte's research report, customer-centric companies are 60% more profitable than companies not focusing on the customers.

How to Use CRM to Deliver Exceptional Customer Experiences?

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

What is a CRM system?

CRM, or customer relationship management system, is a tool that helps improve contact management, client communication, order management, operations, and productivity. CRM systems and practices help you promptly access all the information with a single click or a tap, whether it is about the last conversation with a client or understanding the likes and dislikes of a potential buyer.

Components of a CRM Software

Below are the major components of the CRM software platforms:

Marketing

  • Organizing Campaigns
  • Generating Leads
  • Maintaining Customer Database

Sales

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

Support

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

Orders

  • Delivering Products
  • Generating Invoices

What Does A Customer Relationship Management Software Do?

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

Contact Management: All information about customers, such as their contact details, purchase history, payments, preferences, demographics, etc., is stored in one place. It is easy to access the required information whenever needed.

Lead Nurturing: It is very important to track leads and assign them to the specific sales team or executive to ensure efficient management and high conversions. 

Tasks Management: CRM adds tasks and deals automatically with customer information. It helps assign and monitor tasks in your sales pipeline. Moreover, updated data in real-time ensures you access the latest information.

Marketing: CRM software assists in all marketing and promotion activities, such as bulk emailing, customer segmentation, inbound marketing, campaign creation, etc., and enhances their effectiveness, helping to achieve sales goals. 

Salesforce Automation: CRM software platform can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, tracking sales team performance, forecasting sales, and more. This can provide clear visibility of market trends, patterns, and behavior.

Workflow Automation: CRM software can automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, and paperwork, eliminates task repetition, and improves accuracy at the same time.

Reporting: CRM software platform can generate various reports that provide visibility into the overall business. Whether tracking sales performance or marketing expenses, customer relationship management software can provide quick and accurate reports.

What are the Benefits of CRM Software Solutions?

Real-time and reliable reporting

CRM platform provides sorted, structured, well-tabulated, and actionable data metrics and reports that help in real-time decision-making related to deals, clients, and potential leads. The visual sales funnels CRM applications create are trusted resources for sales teams.

Data visualization and organized information

CRM's dashboard provides exceptional visualization of crucial customer, sales, and lead data on a centralized dashboard. The dashboard can be configured for graphs, tables, charts, etc. Using CRM means keeping all the information about your customers organized to make it more accessible. Every interaction with your customers is identified, documented, and recorded. 

Elevates Personalized Communication and Proactive Service

CRM solutions elevate personalized communications by sending a series of automated emails at various stages of the customer journey and sales process. Many times, your customers may have to communicate with different people in your team. In that case, it can become a hassle for the customer to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem by ensuring everyone on the team has the same customer data.

 Automates Repetitive Tasks To Increase Efficiency

Some tasks, like filling out the forms, completing legal formalities, etc., are monotonous but vital in a sales process. A CRM platform helps automate these repetitive tasks and helps your representatives focus on functions like closing deals and solving customers' queries with chatbots and automated messaging tools. 

Increases Collaboration and Efficiency Within Multiple Teams

CRM helps access the calendar, emails, phone call details, etc., keeping multiple teams updated about meeting and conference information. Marketing, sales, and customer service teams can easily share valuable data using CRM and accomplish common goals.

Encourages Smart Decision Making

Miscalculated data accessed from Excel sheets or guesswork can lead to wrong decisions and failures. The best CRM platform tool can provide accurate data in customized reports, giving information about your business's current status. Based on that, you can design strategies that work and grab the opportunities that yield long-term profitability in your industry.

In a Nutshell, 

  • CRM provides real-time and reliable reporting of customer data and potential leads
  • CRM's dashboard gives exceptional data visualization of crucial sales, lead, and customer data
  • CRM solutions elevate personalized communication at various stages of the customer journey and sales process.
  • CRM automates repetitive tasks with tools such as chatbots and automated messaging to increase efficiency
  • CRM platform tools increase collaboration and efficiency within multiple teams
  • The best CRM tool provides accurate data and customized reports that enable smart decisions.
  • CRM follows a predictive data-based approach to solve issues proactively

Industry Wise Use of CRM Solutions

CRM Software for Real Estate: 

A CRM system assists real estate developers in automating the document approval process, automatically assigning clients to employees for follow-ups, conducting customer analytics, segmentation, workflow automation, and lead scoring. Companies can use top free and open-source real estate CRM systems to streamline their daily workflows. By implementing CRM, property developers can build strong relationships with customers.

CRM Software for Healthcare :

CRM solutions for Healthcare enable healthcare providers to unleash a personalized patient experience. CRM for Healthcare delivers exceptional results and improves operational efficiencies from onboarding employees to providing self-service options to patients. 

CRM for Software Companies/ CRM for IT industries. 

CRM in the IT industry can work wonders when aligning marketing and sales teams. By deploying CRM in the IT sector, IT companies can provide the best CX and customer success programs. 

CRM Software for Banking/Insurance/Finance

With digital economies coming into play, CRM for the Banking, Insurance, and Finance sectors faces unique challenges in delivering consumer satisfaction. It enables Inter-department data tracking, efficient communication, and funnel-based lead conversion. It helps banks create valuable customer journeys for their customers. 

CRM Software for Retail

CRM for retail software helps retailers target strategically essential customers. Its SMS, WhatsApp, and Live chat integration create an omnichannel selling experience. Most CRMs for Retail have inbuilt AI that enables retailers to make faster decisions. 

CRM Software for Manufacturing

Customer relationship management software for manufacturing gives a 360-degree view of sales pipelines, improved services, analytics tools, intelligent planning, and sales projections. CRM data mapped with AI can help manufacturers make real-time sales decisions. 

CRM Software for Travel & Hospitality

CRM for hospitality and travel provides tools for tracking customer interactions, sending proactive responses, offering special discounts, and crafting personalized customer journeys. CRM also helps with multi-channel advertising and managing customer loyalty. 

CRM Software for Media

Media companies can boost revenues across media publications, converge the organization's data, and increase circulation with the help of  CRM solutions. CRM assists in conducting budgeting, loyalty analysis, and customer retention.

How CRM software caters to the Below Entities?

CRM Software for Small Businesses: 

Small businesses differ entirely from large enterprises in terms of their customer base, focus, and scale. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small businesses is designed to provide mobility, flexibility, easy adoption capabilities, a single platform interface, and affordable prices.

CRM Software for Mid-sized Businesses

CRM for midsize businesses helps them in customer onboarding, lead generation, and increasing profitability by keeping processes agile. CRM solutions for midsize businesses provide all functionalities required by midsize enterprises with complete security features.

CRM Software for Large Businesses

CRM for large businesses unleashes complete workflow automation, exceptional functionalities, and lead-capturing essentials. Large enterprises have a huge customer base and require stringent data security and privacy features. CRM designed for large enterprises provides robust data safety features and modules needed for various CRM-related tasks.

Who Uses CRM Software?

CRM Software for Sales Teams

A CRM system helps streamline sales teams' work by automating their daily workflow. This process involves analyzing sales opportunities and marketing campaigns, communicating with prospects, designing customized marketing strategies, evaluating sales team performance, and forecasting sales.

CRM software for Lead Generation Team

CRM solutions for lead generation help you build a customized funnel for attracting prospects, nurturing their interest, and capturing and converting leads.

CRM Software for Project Management Team

CRM applications for project managers keep projects on track, automate processes, track budgets, and manage employees, resources, and customers under the project.

Types of Customer Relationship Management Software

Strategic CRM:

Strategic CRM prioritizes customers' requirements. Its job is to collect, segregate, and apply information about customers and market trends to develop business strategies that benefit customers.

Operational CRM:

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

Analytical CRM

Analytical CRM is oriented towards analyzing the data required to make informed decisions about future business strategies. For example, an analytical CRM can provide answers to questions referring to details about customers' positive responses to previous marketing campaigns. It helps analyze the target audience and launch new marketing campaigns accordingly.

Collaborative CRM

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

What are various CRM Deployment options?

On-Premise CRM software:

Many companies prefer on-premise deployment of their CRM tool, as they have full control over data and security. 

Cloud-based CRM System

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

Web-based CRM Software

Web-based CRM software or online CRM systems can be accessed from anywhere using the Internet. These are scalable SaaS-based CRM products. 

Open Source CRM Software:

Most open-source CRM software has its source code in the public domain. It can be customized easily to fit your needs. It can also be downloaded and deployed for various OS platforms, such as Windows CRM software, iOS CRM software, and more.

How to Choose the Perfect CRM System for Your Business?

Several CRM tools are available in the market, but not all can suit your business. You must analyze what CRM software can do for you and your sales teams. Below are some factors you must consider while selecting the right CRM for your business.

Goals

When analyzing CRM software requirements, you must understand the problem you must resolve using a CRM. You must prioritize your goals to determine which CRM suits your business type and size. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be useless. If you are a small business owner, you can use CRM software for small businesses. 

Implementation

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

User Adoption

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

Compatibility to Integrate

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

CRM Software Demo

It is always better to purchase a CRM system after using it for a specific time. Ask for a Demo of services for various CRM software packages offered by the vendor. Once you have seen a demo for different pricing plans, you can decide which one from the available  CRM software options will suit your needs. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business.

Customized Reports

The customer relationship management software you pick should allow you to generate customized reports according to your business operations and logic. The reports would help you make informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.

What are the Features of CRM Software?

Contact Management

All CRM solutions allow users to feed the names, contact information, and social media accounts of customers, suppliers, prospects, etc. However, the essential feature is that the fields should be logically organized. The interface should be appealing and user-friendly, and you should be able to access that information quickly.

Interaction Tracking

It is an important feature when team members work with duplicate contacts. If you don't know when your colleague last spoke to one of your customers, you cannot move on with the conversation. Customer relationship management software should allow you to view the history of interactions with customers to communicate accurately and effectively.

Lead Management

You are converting leads to users smoothly, which is essential for any type or size of business. Proper lead management can do that. The key to the best selection here is to ensure that the CRM follows a process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.

Integrations

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

Document Management

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

Quotes/Proposals Management

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

Sales Pipeline Management

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

Workflow Automation

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

Reporting/Analytics

With the reporting feature, you can generate customized reports relevant to sales figures, individual salespersons or teams, customers based on geographical location, buyers' journey, etc. You must ensure that your selected CRM allows you to generate customized reports per your business requirements.

Proactive Approach

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

Factors to Consider While Evaluating a CRM software Vendor:

After identifying the major factors to consider when selecting customer relationship management software, the next step is picking the right CRM vendor. Here is the list of significant aspects you must consider while evaluating a CRM vendor.

Industry Experience

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

Configuration & Training

Customer relationship management software is useless if it is not configured properly and your staff has not been trained on how to use it. So, when you ask the vendor for other details about customer relationship management software, ensure that you ask whether they will provide configuration services and training to your employees.

Flexibility & Scalability

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

Customer Support

Customer support is required, especially when customer relationship management software has been newly deployed in your organization. You must ensure that the CRM vendor you chose has a local partner network and provides prompt customer support.

Check Reviews

Don't purchase customer relationship management software from any vendor at face value. Try to buy the top-rated CRM after checking the customer reviews, which will give you an idea about the quality of the CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or the quality of their CRM product. Because once you buy customer relationship management software from any vendor, you cannot change your decision until the purchase period expires.

Average Cost of a CRM System

Most CRM system costs are based on a monthly subscription and the number of users. A CRM tool's price can be as minimum as $5 per month and go up to $100 per month, depending on its features. For example, you can use the services of a CRM software company, such as  Taskeo, by paying only $5 per month, whereas CRM software vendors, such as LionO360 CRM, will cost you around $100 per month, depending on the features you require. If you are uncomfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year.

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

Some CRM solutions are free for a specific period, thus allowing you to use and invest in them—them. The free trial periodicity in the accessible terms of users and features gives you an idea about whether that customer relationship management software is compatible with your business or not.

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

Tips to Successful CRM Implementation

For any organization, implementing a CRM system is a challenging task. Companies often invest in customer relationship management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below are some tips that can help you successfully implement CRM in your organization.

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

What are the Upcoming Trends in CRM?

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

  • The use of AI in CRM would increase at an exponential level.
  • IoT would be a significant advancement in the CRM market.
  • Mobility in CRM is here to stay.
  • Social media will continue to play a significant role in customer relationship management.
  • CRMs would become much more user-friendly.

Why Referring to GoodFirms List of CRM Software Can Help?

The competitive software landscape requires buyers to examine the core functionalities, modules, and framework of CRM software solutions before making an investment. However, unearthing everything on your own requires time, resources, and knowledge of all parameters that should be considered before finalizing the vendor. This is exactly where GoodFirms can help CRM software seekers.

Resourceful and curious, GoodFirms’ software research team analyzes every aspect of the best CRM solutions available in the software world with its unique research strategy. After following the intricate research process, GoodFirms lists more than 60k software and services with detailed information and 30k+ unbiased reviews. GoodFirms leaves no stone unturned to bring you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and prices. GoodFirms uses a spectrum of methodologies to accurately analyze various software vendors before finalizing the top software providers in the market.

Popular Customer Relationship Management (CRM) Comparison: Dynamics 365, monday.com, Zoho CRM, HubSpot CRM, and Salesforce CRM

FeatureDynamics 365monday.comZoho CRMHubSpot CRMSalesforce CRM
Company BackgroundDynamics 365 is developed by Microsoft, a multinational technology company known for its software, hardware, and cloud services.monday.com was developed by monday.com, a work operating system company that provides project management and collaboration solutions.Zoho CRM was developed by Zoho Corporation, a software company that provides a suite of cloud-based business tools.HubSpot CRM was developed by HubSpot, Inc., a technology company that provides marketing, sales, and customer service software solutions.Salesforce CRM is developed by Salesforce.com, Inc., a cloud-based software company providing CRM and enterprise solutions.
Target AudienceLarge enterprises, complex sales processesBusinesses of all sizes, project managementSmall and medium businessesFor businesses of all sizes, inbound marketingBusinesses of all sizes, highly customizable
PricingPaid plansPaid plans start at $8/seat/monthFreemium (limited features), paid plans start at $12/monthFreemium (limited features), paid plans start at $45/monthPaid plans start at ~$25/user/month
StrengthsDeep integration with other Microsoft products, powerful analytics and reportingHighly visual, flexible for various workflowsAffordable, good for managing leads and contactsFree plan, strong inbound marketing tools, user-friendlyHighly customizable and scalable for large enterprises
WeaknessesComplex and expensive, requires significant IT resourcesLess CRM-focused compared to others, limited automationLimited features in the free plan may not be ideal for complex sales processesLimited customization compared to Salesforce, less robust reportingComplex for beginners, expensive for larger teams
Best forLarge enterprises using Microsoft products need advanced features and reportingBusinesses seeking a visual and flexible tool for managing projects and CRMSmall and medium businesses on a budgetBusinesses prioritizing inbound marketing and lead generationBusinesses needing a highly customizable and scalable CRM for complex sales processes
GoodFirms Notes:Dynamics 365 is a powerful option for large enterprises, but it can be complex and expensive.monday.com offers a visual and flexible platform for managing projects and CRM data.Zoho CRM is a good value for small and medium businesses with a freemium plan and strong features.HubSpot CRM is user-friendly and has strong inbound marketing tools.Salesforce CRM is highly customizable and scalable but can be complex for beginners.

Frequently Asked Questions

What is CRM database and how It can help your business?

A CRM database is a centralized location where businesses store the data that companies generate while managing and interacting with customers. The data includes contact information, purchase history, and communication records. CRM databases are well organized and searchable, so authorized personnel can easily find the necessary information. CRM can help improve customer service, marketing, and sales.

What is mobile CRM and why is it required for businesses?

Mobile CRM is a software application that can access information on mobile devices. It's an application for businesses of all sizes. Mobile CRM Apps can help companies to improve customer service, increase sales and marketing.

How to use CRM software?

CRM software is implemented for robust customer relationship management. Start by setting up a dashboard. Then, customize your CRM per your industry and business's needs and get all sales employees on board. Import all customer contacts, details, deals info, vendor info, etc. You can also integrate CRM software with other tools such as Zapier, ERP, POS, Social Media, etc.

How does CRM software improve customer satisfaction?

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

What makes a successful CRM implementation?

Encourage top management to involve and motivate their subordinates to use the CRM software. Provide detailed usage guidelines for the new CRM system to the users. Provide sufficient training about using the latest CRM software to your employees. Be clear about the purpose of introducing a new CRM system in your organization with your employees.

What are the benefits of using CRM software to manage deals?

CRM software helps identify deal opportunities, capture deal-related data, track progress, and positively close deals. CRM system also helps analyze sales for profitability and the possibility of success.

What is Customer Relationship Management (CRM) software designed to do?

Customer relationship management software is the set of applications that provide technologies companies need to practice, strategize, manage, and analyze customer interactions and related customer data throughout the customer lifecycle. The software increases sales, creates more leads, and helps keep customer satisfaction levels at the pinnacle.

How much does a CRM system cost?

CRM software costs can range from $5 or low per month to as high as $100 per month or more per user, depending on the CRM system's functionalities and usability. You can also deploy free and open-source CRM software without making huge investments.

How to leverage AI-enabled CRM software for robust security?

AI-enabled CRM software can detect any infiltration attempt, forged entries, bogus customer data, and security issues in the database. It also mitigates the security challenges associated with cloud-based CRM.

How easy is CRM software to use?

Using a CRM system depends on the user's experience and is easily understood CRM. They also come with installation guides, FAQs, troubleshooting, technical support, and feature guides for easy onboarding.

How do organizations identify their customers across systems?

A CRM system that stores, organizes, and manages customer data helps an organization's sales and marketing teams accurately identify and recall customer data across all channels.

Who are the best-rated CRM Software on GoodFirms?

GoodFirms has listed 390+ CRM Software based on reviews & ratings, here are Best-rated CRM Software:

  • Funnel CRM - (5/5 Ratings, 6 Reviews)
  • Dolibarr - (5/5 Ratings, 5 Reviews)
  • InfoFlo -  (5/5 Ratings, 4 Reviews)
  • Solid Performers CRM - (4.9/5 Ratings, 36 Reviews)
  • EngageBay - (4.8/5 Ratings, 13 Reviews)

What is a CRM System?

A CRM system is a customer-centric platform that centralizes and automates tasks related to sales, marketing and customer service. It offers comprehensive functionalities including contact management, sales pipeline management, marketing automation, customer service automation, reporting and analytics and more.

Who is the Cloud-based CRM Software on GoodFirms?

The Cloud-based CRM Software on GoodFirms, based on verified client reviews and ratings, includes:

  • Simply CRM - (5/5 Ratings, 43 Reviews)
  • HubSpot CRM - (4.4/5 Ratings, 116 Reviews)
  • Mailchimp - (4.3/5 Ratings, 176 Reviews)
  • Zoho CRM - (4.3/5 Ratings, 72 Reviews)
  • Salesforce CRM - (4.3/5 Ratings, 51 Reviews)

Who are the free CRM Software on GoodFirms?

The Free CRM Software on GoodFirms, based on verified client reviews and ratings, includes:

  • SarvCRM - (5/5 Ratings, 1 Review)
  • Agile CRM - (4.6/5 Ratings, 5 Reviews)
  • Freshsales - (4/5 Ratings, 5 Reviews)
  • openCRX - (4.5/5 Ratings, 2 Reviews)
  • Odoo CRM - (4.5/5 Ratings, 2 Reviews)

Who are the best CRM for small businesses on GoodFirms?

The Best CRM Software for Small businesses on GoodFirms, based on verified client reviews & ratings, include:

  • Oncontact CRM - (4.8/5 Ratings, 3 Reviews)
  • Vtiger CRM - (4.5/5 Ratings, 4 Reviews)
  • VS CRM - (4.5/5 Ratings, 2 Reviews)
  • Bitrix24 - (4.4/5 Ratings, 16 Reviews)
  • InsureCRM - (4.4/5 Ratings, 7 Reviews)

Who is the best CRM for Marketing Automation on GoodFirms?

The Best CRM for Marketing Automation on GoodFirms, based on verified client reviews and ratings, include:

  • Simply CRM - (5/5 Ratings, 43 Reviews)
  • HubSpot CRM - (4.4/5 Ratings, 116 Reviews)
  • Mailchimp - (4.3/5 Ratings, 176 Reviews)
  • Zoho CRM - (4.3/5 Ratings, 72 Reviews)
  • Salesforce CRM - (4.3/5 Ratings, 51 Reviews)

Related Categories

Marketing Automation Software
Workflow Management Software
Email Marketing Software
Contact Management Software
Lead Management Software
Real Estate CRM Software
Sales Force Automation Software
Partner Relationship Management Software
Email Management Software
Sales Forecasting Software
Healthcare CRM Software
Lead Generation Software
compare software image
Compare