Since the pandemic outbreak, the deployment of CRM (Customer Relationship Management) has increased to 87%. It was the aftereffect of those several businesses that either shut down or experienced severe losses.
The organizations realized that CRM tools are indispensable to ensure customer acquisition and customer retention. Earlier, the majority of companies overlooked CRM software’s ability of customer mapping from initial contact discovery to post-purchase interactions.
Its other significant features include report generation and helpful statistics on historical consumer behavior data, essential to strengthen the relationship of the company with the customer.
While CRM tools have emerged as a necessity, not any tool in the market can help you manage your relationship with your customer.
Here is the list of the 15 best CRM tools:
HubSpot is one of the most popular and commonly used CRM tools. In today’s competitive market, every business is looking forward to retaining most of its customers, and HubSpot provides multiple ways to achieve this effortlessly.
The tool has powerful capabilities and mechanisms to attract most clients to your business.
The simple UI and platforms allow for ease of usability. It comes will all the features you find in other CRM tools. The integration CRM environment is top-notch – something you may be missing in some of the tools.
- It helps with the synchronization of the marketing department
- Useful for managing pipeline with all-round visibility
- Comes with website, mail, and cell phone integration
- Automatic logging for all activities.
- Provides features for searching other companies
- Works in background
- Keeps customer records in one central place for easy retrieval
- Comes with in-built Google features like Calendar, Drive, and Gmail.
- Not possible to send an email across multiple companies
- The free version does not have all the essential features
It comes in four different plans; Starter ($50), Basic ($200), Professional ($800), and Enterprise ($2400).
Oracle Netsuite is the best tool for collecting valuable customer insights when shopping online or in a physical location. This is a valuable tool for any e-commerce that wants to find out more about their customer’s shopping habits when they go online.
The software comes with all the functionalities you can expect from a CRM tool. It gives you complete visibility into your business in-store, call-center, and online interactions with prospects and customers.
The tool enhances customer profiles to organize the information you collect across multiple touchpoints and emphasizes transaction history to inform and forecast future customer behavior. This software does more than a CRM.
It can record how your customers interact with the website, for instance, how they add products to the cart. The software can also track customer response to marketing campaigns, return histories, and company communications.
- Order management
- Integrated e-commerce
- Marketing automation
- Customer service management
- Sales forecasting
- You can use it to manage service organizations and sales.
- Sales forecasting and commission management features can improve your sales.
- It can streamline lead-cash processes.
- Provides the best accounting reports.
- The software is more flexible and can expand with your business
- Not the best tool for small businesses.
- Expensive annual costs.
- A moderate learning curves.
Oracle Netsuite is customized for your business. Therefore, it does not come with final expenses.
Salesmate is an all-in-one CRM tool that helps all sales teams to manage and close sales fast. The tool comes with advanced features like pipeline automation to help you to save time in the sales process.
The software comes in a simple user interface with a self-explanatory dashboard. You can customize the dashboard to fit your requirements and save some time working on different tasks.
Salesmate is also designed to grow with your business. As you scale up, the software adapts to your changing demands.
- Sales reporting
- Sales automation
- In-built texting and calling
- Power dialler
- Shared team inbox
- Shared team inbox
- It allows you to manage and track sales.
- The shared team inbox enables collaboration with the team.
- It enables you to receive calls from within.
- Easy to use
- Easy to customize
- No formula custom field is available.
- A third-party integration required to boost contact.
It offers four main plans; Starter ($12), Growth ($24), Boost ($40), and Enterprise
Pipedrive is an appropriate tool for visualizing and managing your sales funnel to eliminate guesswork. It has a feature that lists all leads in one place and organizes them based on their progress stage. This way, the user can trigger emails to leads when they reach particular deal stages.
Besides, it automatically tracks and organizes calls and emails. You can send and log emails directly within the CRM interface as well as outside Pipedrive using email BCC.
The collaborated team can share the template and edit it manually before sending it to the contact or the lead. Moreover, the user receives real-time notification when the recipient opens the email and clicks on links.
Other than that, views, properties, sales stages, and deal types can be customized as per individual needs. Pipedrive has a simple UI (User Interface), hence reduces the learning curves.
- Contact history maintenance
- Web to mobile calls
- Audio notes and automatic transcription
- Emails and repetitive task automation
- Email integration and tracking
- Goal setting and reporting
- 275+ integration including Google apps
- Extremely easy to use and intuitive interface.
- Provides deal-driven workflow and visuals sales funnel.
- Feature-packed mobile apps with web to mobile calls.
- Hundreds of apps synchronization and email synchronization.
- The features are limited for the price.
- For extensive lead generation, third-party integration is required.
- The new leads and contacts are not listed separately.
There are four different plans; Essential ($15), Advanced ($29), Professional ($59), and Enterprise ($99).
Monday.com is better known as a project management tool, but its CRM solution is excellent as well. One of the top reasons for its popularity is the power of customization it provides to the users. You get complete control over the CRM tool to customize it as per your specific business needs.
There are three choices for templates at the beginning of the setup process. It includes Sales CRM, Partnership Management, and Sales Assets. Each of them enables you to measures a different set of business metrics. Dashboards, lists, and other analytic and productivity tools are also customizable.
It has an intuitive interface with easy navigation. Some of its other features include progress monitoring, incentive system, pipeline management, and more. There is also a free plan with limited features to test its functionality.
- Fully customizable tool.
- Mobile optimized to work on the go.
- Prospects, clients, and deals tracking.
- Sales pipeline visualization.
- Data centralization to keep data in one place.
- Offline solutions to work on every interaction, deal, and activity.
- Easy to set up custom automation.
- Consolidated contact information.
- Efficient collaboration.
- Business performance tracking.
- Event notification for every change in the project.
- Native integration support for various leading systems.
- An inexpensive alternative for small to medium size organizations.
- No option to invite your clients to your workspace.
- Automation features are limited.
- Steep learning curves.
There are five plans for different team sizes. The plans start from -Individual ($0), Basic ($8), Standard ($10), Pro ($16), and Enterprise.
Insightly, as a SaaS-based tool promises effective marketing and streamlined sales funnel. It focuses on these two aspects through its core features like Gmail and Outlook plug-ins, project management, email marketing integrations, and in-depth CRM analysis.
The analysis and growth tools simplify the process of improving the relationship between buyer and seller. The team members get the option to set reminders, upload and share files, and chat with the clients.
The contact management enables you to collect consumer data through multiple channels, including feedback forms, phone calls, emails, or online surveys.
There are various tools and integrations for lead management. For example, you can target potential buyers, identify profitable audiences, manage the pipeline, and track customer interaction.
- Extensive task automation.
- Flexible record linking functionality.
- External system integration.
- Project progress tracking and process management.
- Report sharing with the team.
- mobile app
- Meets SOC 2 Type II compliance plus data encryption and additional security.
- Automated scheduling and tracking
- Dashboard designing with drag and drop
- Too expensive for small and medium businesses.
- Limited task and sales functions.
- Supports limited apps integration
There are three plans designed per user; Plus ($29), Professional ($49), and Enterprise ($99).
Zoho integrates some of the excellent advanced CRM features to nurture customer relationships. Many of the significant features are available in the basic plan. For example, reports and dashboards, defining roles and profiles, a document library, scoring rules, call center connectors, and the ability to send mass emails, are to name a few.
Zoho has an array of CRM metrics and analytics to make strategic decisions. Plus, the sales forecasting tools guide you to make your plan for customers’ acquisition.
The marketplace of Zoho has hundreds of integrations and industry-specific solutions to choose from.
- Salesforce automation
- Real-time reports and insights
- AI-powered sales-assistant
- Calendar accessibility
- Lead and deal prediction
- Customer segmentation
- Mobile app
- HIPPA compliant features
- Customizable sales forecast reports and dashboard.
- Inactive leads tracking from the historical data for retargeting.
- Intuitive and easy to use.
- Personalized macro suggestions to automate these tasks.
- Advanced customization options
- Integration is complicated and inconsistent.
- Call scheduling is complex.
- Lacks advanced tools for sales automation.
There are four pricing plans, priced per user – Standard ($14), Professional ($23), Enterprise ($40), and Ultimate ($52).
Salesforce has been a leader in sales automation and customer service for more than a decade in a row. After all, why not? The product has marked itself as a proven comprehensive solution for any business.
Apart from CRM solutions, the product offers customer service, sales management, partner relationship management, and marketing automation.
Being a cloud-based product, there is no hassle of downloading and setting up the software. Moreover, the user can start with Salesforce right after registration on any browser of their choice.
Salesforce includes every CRM category you would need for complete customer satisfaction, such as sales, service, marketing, analytics, commerce, platform, engagement, integration, industries, enablement, communities, and collaboration.
Indeed, the product is a powerful CRM solution for businesses looking to increase leads.
- Multiple sales and customer service team management.
- Contact and lead management.
- Easy sales collaboration.
- Email and third-party app integration.
- Sales forecasting and workflow automation.
- Pipeline management.
- Mobile app
- Supports customer service and marketing processes as well.
- Targets complex enterprise business customer relationship issues.
- Marketing Cloud’s functionality to create highly personalized customer journeys across all communication channels.
- Customization allows choosing any degree of tailoring the Salesforce solution as per individual business needs.
- Lightning Experience, the new Salesforce UI is intuitive and easy to use.
- Too expensive for small businesses.
- Complex system and requires training.
- Despite an advanced tool, default tools are insufficient and it requires third-party integration.
Price is based on plans, which are solution-specific. There are in total 15 product pricing.
Zendesk is a customer service software, highly suitable for all business types and sizes. It has different plans and pricing designed for different business needs.
As it is cloud-based software, it is easy to set up and cuts costs for hardware and additional software. It is powerful enough to handle thousands of tickets in a day.
Besides, it seamlessly integrates with email, webchat, and social media. The software runs both on desktops and mobile devices.
Some of its additional attractive features include triggers, ticket views, data sharing, streamlined conversations, and task automation.
The users can set up online service portals to avail self-service support. The support includes online communities and knowledge bases, which are available 24/7.
- Flexible ticket management with automated workflow
- Email, web, phone, chat, and social media support
- Mobile support with native iPhone, iPad, and Android apps
- Robust reporting and advanced analytics
- Brandable customer-facing web interface
- Knowledge base portal and community forums
- Over 100 integrations with 3rd party apps
- Open API
- Multi locale (timezone and languages)
- Export ticket views to CSV
- More than 20 templates for reports and dashboards.
- Zendesk’s open API enables integration with any type of third-party applications, including CRM, analytics and reporting, eCommerce, agent productivity, and social media.
- Provides metrics on key performance indicators, such as ticket activity, service level agreement compliance, agent performance, resolution time, and customer satisfaction.
- Triggers, as a feature to guide a user to automate events that occur respectively.
- Automatically converts every email sent to customer service into a support ticket.
- Self-service functionality to troubleshoot problems by users themselves.
- Unfriendly user interface.
- Pricey for small businesses.
- Reports don’t support customization.
There are two pricing categories – Zendesk for service and Zendesk for sales. The Zendesk for sales has three plans – Sell Team ($19), Sell Professional ($49), and Sell Enterprise ($99). The Zendesk for service includes three plans – Suite Team ($49), Suite Growth (79), and Suite Professional ($99). There are separate plans for enterprises as well.
Keap is a complete cloud-deployed software comprising customer relation management (CRM), e-commerce, and marketing automation functionalities in one tool.
Keap simplifies your CRM activities primarily through effective email marketing features, sales pipeline, reporting, CRM analytics, and extensive app integration.
There are several sales activities that Keap automates to save your time and effort. For example, lead distribution, segmentation, in-house communications, contacts management, calendar management, data import, and lead capturing through online forms are to name a few.
It automates all your business repetitive tasks while managing your e-commerce functionalities and sales. Keap manages inventory and payments. Besides, it also sends quotes, receipts as well as invoices to customers.
- Combines CRM, marketing, and invoice software in a single tool.
- Checkout forms and internal forms.
- Single page view for entire client and contact details, on both PC and phone.
- Feature-packed email marketing.
- Keap analytics and detailed reports.
- Invoices and finance reports tracking.
- Marketing automation with pre-set workflow.
- Simple Drag and drop editor
- Mobile app
- Various automation features.
- Top-notch visual workflow.
- CRM, marketing, and invoicing tools, all in one place.
- Easy to set up email campaigns with customization features.
- Clean and easy to interface.
- Hundreds of third-party integrations.
- Steep learning curve.
- Absent auto-save feature.
- Limited search options.
There are four plans based on the number of contacts. For 500 contacts, the plans cost – Lite ($40), Pro ($80), Max ($100), and Max Classic.
NetSuite is a comprehensive front-office solution for any business type. NetSuite CRM is one of its products that integrates all sorts of customer relationship-focused activities such as customer service management, marketing, partner relationship management, and salesforce automation.
As an advanced CRM tool, it incorporates all high-end automation features. For example, upsell and quote management, sales forecasting, order management, fulfillment, and commissions are to name a few.
Apart from that, you can track and measure a prospect’s activity and identify qualified leads. Also, maintain real-time information flow between you and your partners.
Built-in reporting, real-time analytics, and role-based dashboards enable sales. Plus, marketing and service teams continuously monitor performance. Moreover, it is cloud-deployed software.
The NetSuite is tailored to your business when you sign up. Therefore, you have the opportunity to choose the application or tools as per your business needs.
- Case and contact management
- CRM and sales dashboards
- Sales and CRM reports, plus CRM analytics
- Customer management and support
- Email integration
- Email and SMS marketing
- Event and financial management
- Lead generation
- Mobile app
- Best suited for enterprises businesses running at a global scale.
- Advanced level security and permissions.
- Multiple integration options.
- A vast set of features to combat all customer relation challenges.
- An intuitive dashboard.
- Easy accessibility from any device and anywhere.
- Customizable fields and forms, documents, and workflows.
- Too expensive and unsuitable for small businesses.
- Additional charges for training, customer service, and extra features.
- A moderate learning curve.
NetSuite CRM offers customized plans based on individual business needs. For each plan, there is an annual license fee, comprising of three main components – core platform, optional modules, and the number of users. The charges also include a one-time implementation fee for the initial setup.
Apptivo is another highly affordable cloud-based CRM software for all business types and sizes. The strength of the software lies in various built-in applications that track the complete customer life cycle while providing users a 360-degree view of their customers.
Another powerful feature is complete customization. Users can personalize the entire Master layout of Apptivo CRM, including fields, searches, and views.
Despite the low price, Apptivo includes some of the key features similar to advanced CRM tools. For example, you can find features for lead capture, g-suite integration, sales tracking, contact and customer management, competitor’s app, top-notch customer service, and more.
- Email marketing
- Project management
- Duplicate filtering and control
- Automatic lead allocation
- Website visitor’s information collected from different sources
- Automated email and workflow system
- Mobile app
- An affordable alternative for small businesses.
- 100% unlimited server storage.
- Phone, email, and live support chat.
- Automatic lead allocation
- Apptivo Qualification Cycle configuration based on your business qualification stages.
- Event-based and time-based email trigger creation.
- Moderate learning curves.
- Outdated email functions.
- Less appealing user interface.
There are four plans; Lite ($8), Premium ($12), Ultimate ($20), and Enterprise.
Selecting the right CRM tool might seem overwhelming, especially when there is a number of options available. However, note that each tool specializes in different features.
Hence, you can begin by specifying your objectives with the CRM. Set your short-term and long-term business goals that you want to achieve with a CRM tool.
It can be enhanced work efficiency, increased sales, improved marketing campaigns, or lead generation. Once you clarify your goals, choosing the right CRM from the above list will become easier.