Finding the best CRM software for your business is easier said than done. After all, there’s no one-size-fits-all solution, and you’ll need to find the CRM software that satisfies your company’s needs the most.
|Best for Small Teams||Best Customizable CRM Software||Best for Mid and Large Organizations||Best for CRM Software for Automation||Best for Scaling Businesses|
|Pipedrive visualizes the sales pipeline to help you keep track of each deal stage.||monday CRM combines project management and CRM functionalities in one.||Salesforce offers a comprehensive sales and CRM platform.||Keap automates your sales and marketing process from top to bottom.||HubSpot CRM is better known for its marketing automation capabilities.|
|See how it works on Pipedrive’s official site||See how it works on Monday CRM’s official site||See how it works on Salesforce’s official site||See how it works on Keap’s official site||See how it works on HubSpot’s official site|
|Best With ERP Functionalities||Best For Ease of Use||Best For Versatility||Best For Marketing Automation||Best For Contact Management|
|Oracle NetSuite CRM integrates seamlessly with Oracle NetSuite’s other products, like its ERP platform.||Zendesk Sell has little to no learning curve and comes at a relatively affordable price.||Maximizer blends cs, marketing, and sales-specific functionalities into a simple CRM solution.||ACT! shines through marketing automation features with its 170+ responsive email templates.||Freshsales offers salespeople all the necessary tools, like AI-powered chatbots to close deals faster.|
|See how it works on Oracle NetSuite CRM’s official site||See how it works on Zendesk Sell’s official site||See how it works on Maximizer’s official site||See how it works on ACT!’s official site||See how it works on Freshsales’s official site|
If you’re a small business owner, you’re likely looking for CRM software that’s easy to set up and use. In fact, 55% of sales representatives consider ease of use the most critical feature of CRM solutions.
In other words, picking an unintuitive CRM that requires you to train your team will likely cause you to lose out on sales and time.
Moreover, you’ll need to find CRM systems with the core CRM features for your business. Sure, it’s easy to find CRM software with all the bells and whistles, but is it worth paying for them if you’ll only use a few of the available features?
And most importantly, the Customer Relationship Management solution of your choice should integrate with other applications you already use. This helps you streamline your workflow and spare you a few headaches.
Given that there are plenty of CRM solutions available, picking the right one for your business can get that much more difficult. To narrow your search, we’ve compiled a list covering some of the best CRM software. They are:
- Salesforce CRM
- Monday.com CRM
- Oracle Netsuite CRM
- Zoho CRM
Let’s take a look!
Best CRM Software For Medium And Large Organizations
Salesforce has been around for decades. Although it originally started as a SaaS CRM company, it now offers various services, like its Marketing Cloud, Service Cloud, Analytics Cloud, etc.
Its dedicated CRM platform, Sales Cloud, is an all-in-one software solution that provides companies with all the necessary tools for their CRM needs, including reporting, deal management, sales automation, and much more. You can read the article “What Is Salesforce & What Does Salesforce Do” to know more about Salesforce.
Features of Salesforce CRM
- Sales forecasting
- Customer engagement tools
- Task management
- Opportunity management
- Collaboration tools
In other words, Salesforce‘s features allow companies to monitor their pipelines easily and forecast their sales, improve customer engagement and customer relationships by sending personalized messages, identify valuable leads to turn them into customers, and much more.
Pros of Salesforce
- Highly scalable
- Appeals to various business needs outside of CRM
- Technical and training support
Due to the platform’s complexity, Salesforce emphasizes its customer support. Moreover, you can access the Trailblazer Community to get help, exchange ideas, and connect with other Salesforce users.
Moreover, this CRM tool excels in scalability. For one, you can integrate the CRM software with other apps within Salesforce’s product offerings, like Marketing Cloud or Service Cloud, for instance. This allows you to extend the platform’s functionality and unify customer data.
There’s an app marketplace called AppExchange where you can find plenty of ready-made add-ons for boosting CRM capabilities even further. Not to mention that you can also build your own applications from the ground up.
Pricing of Salesforce Sales Cloud
Sales Cloud covers the following pricing plans:
- Essential – $25 per user per month
- Professional – $75 per user per month
- Enterprise – $150 per user per month
- Unlimited – $300 per user per month
There’s also a 14-day free trial available for all of the plans listed above.
The Essentials plan gives provides you with basic features like opportunity management, customizable sales processes, reports, dashboards, built-in chat, access to the platform’s mobile app, and more.
The Professional plan unlocks forecast and sales pipeline management, lead registration, contract management, sales orders, etc.
The Enterprise plan also includes approval and workflow automation and opportunity scoring.
Lastly, the Unlimited plan unlocks all of Salesforce’s CRM features, like sales engagement and insights, dedicated customer support, lead scoring, pipeline inspections, etc.
Overall, Salesforce is a great platform that can cover more than your CRM needs. However, this software solution can be challenging to manage and maintain due to its size.
That said, Salesforce is a suitable option for medium and large organizations with the IT capabilities required to handle this platform.
Best CRM Software For Small Teams
Pipedrive is a sales platform built with small businesses in mind. It allows you to plan sales activities and monitor deals. This CRM software provides you with a visual sales pipeline to keep track of each stage of the deal.
The platform integrates 250+ spanning across multiple categories, like marketing automation, lead generation, accounting, and more. Some of these integrations come free of charge, whereas others act as paid add-ons. You can also link Pipedrive with Zapier for access to numerous third-party integrations.
Pipedrive also offers a separate email marketing software that features an easy-to-use email builder, email segmentation capabilities, and in-depth analytics.
Features of Pipedrive
- Automation capabilities
- Integration with Trello, Zappier, Google apps, etc.
- Customizable sales report
- AI sales assistant
- Android and iOS apps are available.
In other words, Pipedrive allows you to streamline the sales process and focus more on generating sales rather than spending time on other low-priority tasks. Most notably, this CRM software helps improve sales performance via its AI-powered sales assistant.
In short, this functionality analyzes previous sales performance and uses that information to provide suggestions on where there is room for improvement.
Pros of Pipedrive
- Intuitive User Interface
- Easy to set up
- Highly customizable
Pipedrive stands out from other similar CRMs because of its ease of use. The dashboard is intuitive and enables you to customize it to your liking. You can get familiar with this CRM software in no time.
Speaking of customization, the platform allows you to tweak your reports, email templates, sales pipelines, etc. As such, your sales teams should feel right at home with this CRM software.
Pricing of Pipedrive
In terms of pricing, Pipedrive offers the following plans:
- Essential – from $14.90 per user per month
- Advanced – from $24.90 per user per month
- Professional – from $49.90 per user per month
- Enterprise – from $99 per user per month
There’s also a 14-day free trial available across all pricing plans.
The Essential plan limits you to 3000 open deals and 30 custom data fields per company. Also, each user can generate up to 15 reports.
The Advanced plan raises the bar to up to 10000 open deals and 100 custom data fields, while each user can generate up to 30 reports.
The Professional plan allows for up to 100000 open deals, 1000 custom data fields, and 150 reports.
Lastly, the Enterprise plan does not include any of the limits mentioned above.
Best Customizable CRM Software
The software aims to combine project management and CRM tools in one comprehensive package. This platform allows you to track projects, deadlines, sales, customer data, and collaborative client management processes. Consequently, you’ll be able to manage your team and leads from one dashboard effectively.
Moreover, its customization options make Monday.com CRM suitable for any business structure.
Features of monday.com Sales CRM
- Seamless collaboration with team members
- Social media integration
- Automation capabilities
- Campaign analytics
- Customizable dashboards
Moreover, if you wish to extend the platform’s functionality even further, you can integrate the CRM with Monday’s other products, like Monday Work Management, Projects, Dev, and Marketer.
Pros of monday.com Sales CRM
- Many integration capabilities
Monday.com CRM is also known for its user-friendly interface. It provides an easy-to-navigate dashboard and is designed so that any sales representative can quickly establish solid communication management and customer communication.
If you wonder how monday.com CRM helps you manage communication efficiently, here’s a customer testimonial from Ray White.
“Our business development team can now send hundreds of emails a day directly (and automatically) from our CRM without lifting a finger. monday.com CRM has opened countless doors of opportunities that we never had before.”Kyle Dorman | Operations Department Manager | Ray White
Pricing of monday.com Sales CRM
Monday.com offers five pricing plans:
- Individual CRM – $0 for two users
- Basic CRM – from $10 per user per month
- Standard CRM – from $14 per user per month
- Pro CRM – from $24 per user per month
- Enterprise CRM – upon request
Note that the pricing listed above is for up to three seats.
The free plan includes 500MB of storage, 200+ templates, Kanban views, and can hold up to 1000 contacts. Meanwhile, the Basic plan allows for 5GB of storage and provides unlimited contacts, boards, customizable pipelines, and viewers.
The Standard plan contains 20GB of storage and unlocks quote and invoice management, advanced contact, lead, and opportunity management capabilities. Additionally, you have access to Timeline, Calendar, and Map views.
The Pro version allows for 200GB of storage, includes Chart views, and allows you to visualize team the workload f your sales teams. It also offers sales forecasting and email tracking/automation.
The Enterprise plan offers 1TB of storage and unlocks lead scoring, account management, multi-level permissions, and more.
Oracle NetSuite CRM
Best CRM Software With ERP Functionalities
Oracle NetSuite CRM is part of Oracle NetSuite’s product offerings. The CRM software itself gives you access to key CRM features like sales automation, sales forecasting, opportunity, and contact management. You can also track your contact interactions and marketing campaigns.
However, what makes Oracle CRM stand out is that it integrates seamlessly with Oracle NetSuite’s other products. More specifically, it can integrate with NetSuite’s ERP (Enterprise Resource Planning) platform.
As such, you’ll also be able to monitor and manage the customer journey from top to bottom, which further extends CRM functionalities with order management, inventory tracking, and accounting.
Features of NetSuite CRM
- Sales forecasting and sales automation
- Upsell recommendations
- Reports and analytics
- Partner relationship management
- Configure, Price, Quote (CPQ)
The Partner Relationship Management (PRM) system within the CRM aims to enhance partner collaboration and accelerate the sales process. You can monitor joint marketing campaigns, partner commissions, order processing, and sales forecasting.
Meanwhile, the CPQ functionality allows sales teams to easily quote configurable products or services with maximum accuracy.
Pros of NetSuite CRM
- Partners and customers can interact directly via the platform’s PRM system
- Highly customizable
- Mobile app available
As mentioned, NetSuite’s CRM also includes a PRM system. Besides allowing you to track partner commissions and joint marketing campaigns, this system also gives your partners the ability to place and manage orders within the platform by themselves. In other words, they’ll no longer need to bother the sales team to do it for them. This helps you save time and avoid any potential confusion.
Pricing of NetSuite CRM
Pricing is not transparent, you’ll have to contact the sales team to get a quote. Moreover, note that using the Oracle NetSuite’s CRM will require an annual subscription which also includes other NetSuite products.
Best CRM Software For Scaling Businesses
Found in HubSpot’s Sales Hub, you can use the CRM to organize your contacts, track your sales pipelines and tasks, and monitor each conversation with your contacts.
Moreover, HubSpot Sales Hub also has a free plan, which includes one of the best free CRM software in the market. The free version is full of features sales pipelines, scheduling tools, reports, and deal management tools.
Additionally, you get access to in-depth reports and analytics. HubSpot CRM allows you to create custom report dashboards, handle deal tracking, and more.
Most notably, there are HubSpot CRM’s Business Insights features. In short, this functionality gives you access to HubSpot’s business data record filled with company details from over 20 million businesses. From there, you can automatically add company information to your CRM software.
Features of HubSpot CRM
- Contact management
- Task management
- Email tracking and notifications
- Prospect tracking
- Gmail and Outlook integration with email templates
What makes HubSpot CRM stand out is its scalability. For instance, if you’re running a small business, you can use HubSpot’s free CRM to access the essential features.
As your business grows, you can also opt for HubSpot’s free and paid marketing, sales, or customer service tools so that you can get your business’s departments on the same page.
Pros of HubSpot CRM
- Unlimited users
- Store up to one million contacts
- It comes free of charge
HubSpot CRM is one of the free CRM Systems in the CRM solutions market. It’s the best customer relationship management tool for small businesses and startups.
Furthermore, all of HubSpot’s services operate within the same system, allowing for seamless collaboration within departments. That said, your marketing team can easily extract information from the Sales CRM to create personalized campaigns in the Marketing Hub, for example. This can also lead to more precise reporting.
Pricing of HubSpot CRM
HubSpot CRM covers four pricing plans:
- Free (unlimited users)
- Starter – from $45 per month
- Professional – from $450 per month
- Enterprise – from $1200 per month
The Free plan includes up to five email templates and basic features, like contact management, contact website activity, deal pipelines, and more.
The Starter plan includes analytics tools, like forecasting, custom reports, and sales analytics. Additionally, you have access to the CPQ feature and phone support.
Meanwhile, the Enterprise plan gives you full control over the platform’s customization capabilities. You can organize your teams in a hierarchical order and create custom objects.
Moreover, this plan includes predictive lead scoring, conversation intelligence, and playbooks. The latter allows you to create a library of resources and guides for your sales teams.
Best CRM Software For Ease of Use
Zendesk Sell, Zendesk’s dedicated CRM software, is a platform that’s specifically designed for small businesses. As such, the platform has little to no learning curve and comes at a relatively affordable price.
Despite its simplicity, this CRM system comes packed with handy features, like Smart Lists, custom automation sequences, and triggers, an app marketplace with thousands of integrations, and more.
Features of Zendesk Sell
- Sales forecasting and goals tracking
- Customizable sales pipelines
- Call tracking and recording
- Explore and Reach
- Smart Lists
Amongst Zendesk‘s broad feature set, the Explore and Reach tools stand out. In short, Explore gives you access to the platform’s custom reporting capabilities. You can pick and choose between a long list of pre-made reports and customize them to your liking. You also have the option to build report templates from scratch.
The Reach functionality is a sales engagement tool that automatically updates lead records and enables sales teams to search through third-party data to find more information about potential prospects.
Pros of Zendesk Sell
- Access to a massive app marketplace
- Includes call logging
- Easy to use
As mentioned, Zendesk CRM features a marketplace with thousands of integration options. However, you can also use it to browse various themes for customizing the platform’s interface. Additionally, you can find partners that will help you integrate Zendesk solutions.
Pricing of Zendesk Sell
Zendesk covers four pricing plans:
- Team: from $19 per user per month
- Growth: from $49 per user per month
- Professional: from $99 per user per month
- Enterprise: from $150 per user per month
There’s also a free trial available for the first three pricing plans.
The Team plan allows you to create up to two customizable sales pipelines and includes email tracking and integration.
The Growth plan allows for up to ten custom pipelines and includes bulk email capabilities and unlimited email templates. Additionally, you get access to goal tracking, sales forecasting, activity reports, and more.
The Professional plan allows you to create up to 20 custom pipelines and provides deal and lead scoring, task automation, and advanced permissions. You can also create a company hierarchy.
Lastly, the Enterprise plan is fully customizable to your business needs.
Best CRM Software For Automation
Keap is an all-in-one marketing and sales solution that provides marketing automation, reporting, and other CRM functionalities. Due to its versatility and ease of use, Keap is an excellent option for companies that want to get most things done using a single platform.
All of the platform’ pricing plans include landing pages, online sales, and text marketing. As such, Keap integrates with various eCommerce platforms like WooCommerce, or BigCommerce and its feature set also includes payment processing.
Features of Keap
- Automation capabilities
- Task management
- Contact management
- Email A/B testing
- Checkout forms
Keap‘s strength lies in its automation capabilities. The platform provides you with two automation options: Easy automation, available at the cheapest plan, and advanced automation, available at the other plans.
With the advanced automation options, you can automate your sales and marketing processes from top to bottom, covering landing pages, emails, etc.
Pros of Keap
- Easy to use
- Excellent customer support
Another stand-out aspect of Keap is its ease of use. For instance, you could automate processes via an easy-to-follow visual drag-and-drop interface and use “when” and “then” parameters.
In terms of customer service, Keap offers 24/7 chat support across all of its pricing plans and provides a community center filled with videos and articles to help users fix any potential issues.
Pricing of Keap
Keap covers three pricing plans:
- Pro (up to two users) – from $129 per month
- Max (up to three users) – from $199 per month
- Max Classic – upon request
Note that pricing depends on the number of contacts you have. There’s also a 14-day free trial available for the Pro and Max plans.
The Pro plan includes email marketing, automated lead captures and follow-ups, lead management, sales pipeline analysis, and more.
The Max plan includes all of the features found in the Pro version, plus marketing analytics, upsells, and promo codes.
Lastly, the Max Classic plan offers lead source tracking, order forms, and affiliate management.
Best CRM Software For Versatility
As the name suggests, Maximizer aims to minimize the headaches that come with customer relationship management and maximize sales. Maximizer blends customer service, marketing, and sales-specific functionalities into a simple, yet comprehensive CRM solution.
As such, the platform handles case management and monitoring, bulk emails, campaign tracking, contact, sales, and lead management. Maximizer also offers extensive customization options. You can create custom reports, tweak the interface, and build bespoke integrations via Maximizer’s API.
Features of Maximizer
- Sales pipeline management
- Opportunity management
- Duplicate record checking
- Custom lead stages
- Lead qualification
In terms of pipeline management, Maximizer provides a simple, personalized dashboard that allows you to quickly view opportunities and contacts.
As for case management, the platform will notify you of any new requests, and you can prioritize cases from there.
Pros of Maximizer
- Highly customizable
- Versatile and scalable
- Easy to use
Maximizer‘s broad set of features makes it an excellent option for versatility. For example, the CRM tool includes sales forecasting, and you’re able to generate reports predicting future revenue across multiple marketing campaigns, sales reps, and territories.
Moreover, except for the starter pricing plan, you can customize each pricing package to fit your business processes and bring better value for money.
Pricing of Maximizer
Maximizer covers three pricing plans:
- Small Office Edition: $35 per user per month
- Business Edition: $55 per user per month
- Professional Edition: $100 per user per month
Note that all packages are available via a yearly subscription.
The Small Office Edition is only available for one user and provides 1GB of data. This plan includes basic CRM features, like custom dashboards, built-in reports, opportunity, and sales pipeline management, call logging, duplicate record checking, and more. Small business companies could consider this plan.
The Business Edition provides 10GB of data and offers bulk emailing capabilities, territory management, multi-currency support, campaign tracking, and web form.
Meanwhile, the Professional Edition includes unlimited data and offers advanced analytics, customizable sales processes, and email scheduling.
Best CRM Software For Marketing Automation
Released over 30 years ago, ACT! has grown into a solid CRM and marketing automation platform. This solution includes everything you could expect from customer relationship management software, like fully customizable pipelines, customer, task, and activity management, lead scoring, and more.
The platform also shines through marketing automation functionalities. ACT! provides over 170 responsive email templates, and can handle email marketing campaigns while tracking clicks, opens, and comparing multiple campaigns against each other in real time.
Upper-tier pricing plans also include built-in A/B testing, event marketing, website activity tracking, and more. These features could definitely help organizations improve business processes.
Features of ACT!
- Opportunity and sales process management
- Email campaign management and editor
- Task and activity management
- Drip campaign builder
- Team management
The email campaign editor allows you to build fully responsive emails from scratch or by selecting one of many of the platform’s templates. You can also set up multi-stage drip campaigns with the ability to track email metrics and manage subscribers during each step of the process.
Other notable features include social sharing, a landing page builder, progressive lead profiling, and more.
Pros of ACT!
- On-premise and cloud solutions available
- Excellent marketing features
- Good value for money
With ACT! you get a fully-fledged CRM system packed with advanced marketing tools. As such, this platform is an excellent option for getting sales and marketing teams on the same page.
Sales teams can use this platform to manage opportunities, sales processes, leads, and more. Meanwhile, marketing teams can create landing pages, run A/B tests, run and track social media or drip marketing campaigns, etc., all within the same platform.
ACT! also features team management tools that allow you to assign specific teams to certain campaigns. However, note that most of these features come at an extra cost.
Pricing of ACT!
There are three plans available:
- Premium Desktop (on-premise): $37.50 per user per month
- Premium Cloud: $30 per user per month
- Premium Cloud With Desktop Sync: $40 per user per month
There’s also a 14-day free trial available. Note that these plans include the Basic marketing automation package. If you’d like to further expand your marketing functionalities, there are three more add-ons:
- Marketing Automation Select: $59.25 per account per month
- Marketing Automation Complete: $149.25 per account per month
- Marketing Automation Advanced: $299.45 per account per month
Freshsales (Freshworks CRM)
Best CRM Software For Contact Management
Freshsales is a CRM solution provided by Freshworks. This platform offers salespeople all the necessary tools to generate quality leads, develop solid relationships, increase customer satisfaction, engage with leads across various channels, and ultimately close deals faster.
In other words, Freshsales aims to make contact and sales management easy by eliminating the need to jump from one platform to the other to manage your contacts. The platform also features several customer support tools, like AI-powered chatbots, for instance.
Features of Freshsales
- Predictive contact scoring
- Lead generation bot
- Auto-profile enrichment
- Email, phone, and Whatsapp integrations
- Multiple sales pipeline management
Freshsales stands out from other CRM tools through its AI and automation capabilities. For instance, Freshales allows you to create custom bots to automate chat messages and collect visitor details.
Moreover, its auto-profile enrichment and predictive contact scoring features will automatically enhance your leads’ profiles by pulling out information from their social media accounts and prioritizing these leads based on historical data, like engagement levels and content properties.
There’s also Freddy! This AI-powered feature leverages Machine Learning technology to provide suggestions based on previous performance, identify valuable leads, and pinpoint trends within your customer data.
Pros of Freshsales
- Easy to use
- Ability to make calls within the software
- Advanced reporting
Freshworks allows you to connect your phone number with the platform easily. Consequently, you’ll be able to make, record, and transfer call directly within the CRM.
Pricing of Freshsales
Freshsales offers four pricing plans:
- Growth – from $15 per user per month
- Pro – from $39 per user per month
- Enterprise – from $69 per user per month
The free plan covers basic features, like account and contact management, phone, email, and chat integrations, and will also give you access to the mobile version of the CRM. The paid plans will enable Freshworks’ AI capabilities.
The Sales plan offers visual sales pipelines, sales sequences, and integrations with WhatsApp Business. The latter allows you to send and receive WhatsApp messages directly within Freshworks.
The Pro plan unlocks territory and sales teams management, time-based workflows, deal insights and action recommendations, and multiple sales pipelines.
The Enterprise plan assigns you a dedicated account manager and enables custom modules, audit logs, and forecasting insights.
You also have the option to choose between two paid add-ons. More specifically, there is the Configure, Price, Quote (CPQ) functionality and additional bot sessions. The CPQ feature will set you back an additional $19 per user per month.
Meanwhile, the extra bot sessions cost $75 for 1000 sessions per month.
Lastly, there’s a 21-day free trial available.
Best CRM Software For Lead Management
Zoho is a CRM platform that prioritizes speeding up the sales process, monitoring performance, and improving lead generation.
Furthermore, this CRM software solution is designed with remote workers in mind. Its mobile apps allow employees to access and edit CRM data offline, plan their activities, communicate with one another, and more.
As for the integrations, there’s the Zoho Marketplace, where you can find 500+ apps ranging from marketing and customer service applications to inventory management, productivity, telephony apps, and more. You can also build custom apps from scratch, like Salesforce.
Features of Zoho CRM
- Predictive sales capabilities
- Social media integrations
- AI assistant
- Marketing automation
With Zoho CRM‘s gamification, any closed deal, call made, or generated lead turns into a badge or trophy, creating a fun and competitive sales atmosphere that boosts productivity.
Also, its automation capabilities, coupled with AI, can turn the lead management process into a powerhouse. For instance, Zoho looks into the behaviors and activities within the pipeline to identify the most valuable leads.
Pros of Zoho CRM
- Extensive customization
- Great integration capabilities
- Solid mobile app for managing tasks while on the move
Zoho provides plenty of customization options so you can make the CRM system match your business’s needs. For instance, you could customize forms, buttons, layouts, etc.
Pricing of Zoho CRM
There are five pricing plans:
- Free (up to three users)
- Standard – from $14 per user per month
- Professional – from $23 per user per month
- Enterprise – from $40 per user per month
- Ultimate – from $52 per user per month
The free version covers lead, deal, account, contact and sales management, workflow automation, and can hold up to 5000 contacts. The Standard plan bulk emails with templates, social media integration across multiple channels, sales forecasting, multi-currency support, and multiple pipelines.
The Standard plan allows for email notifications, workflow rules, limited custom reports, etc. The Professional plan unlocks CRM for Google Ads, email relays unlimited custom reports and validation rules.
The Enterprise plan allows you to build custom modules and page layouts and enables audience segmentation along with auto-responders, and more. The Ultimate plan includes everything found in the Enterprise plan, plus access to Zoho analytics.
You can also try each plan for free for 15 days.
Best CRM Software For Startups and SMBs
Close in an all-in-one CRM system that’s designed with small businesses and startups in mind. As such, the platform includes a highly intuitive interface with a minimal learning curve, while its Starter plan, which starts at $25 per user per month, comes with some pretty solid features, like Smart Views, email syncing, built-in global calling, and SMS.
What sets this CRM software apart from the others is that it features a built-in phone system with free calling and messaging.
The phone system can also offer external number support, handle call forwarding, transferring, and call recording, as well as provide more in-depth features like power and predictive dialers. However, these functionalities are only available in upper-tier pricing plans.
Other than that, this platform covers solid CRM tools and email marketing functionalities.
Features of Close CRM
- Email marketing tools
- Real-time sales activity reports
- Opportunity, lead, and task management
- Duplicate lead merging
Close offers quite a few time-saving features to manage leads more effectively. For one, there’s duplicate lead merging, which identifies and eliminates duplicate contact data.
Close also offers a multi-channel inbox that helps you communicate with your leads across multiple marketing channels within a single platform. Moreover, the platform offers plenty of advanced filtering options to help you pinpoint high-value leads quickly.
As for the email marketing tools, Close allows you to sync the platform with your external email account, so you’ll no longer have to go back and forth between your inbox and the CRM system. There’s also an email template library.
Additionally, Close can handle bulk email sending, and email sequences, and will provide track email opens in real time. Most notably, Close allows you to unsend emails if you’ve made a mistake.
Pros of Close CRM
- Personalized onboarding at no extra cost
- Broad feature set
- Excellent reports
Close offers plenty of features considering its price. You’ve got a solid CRM tool with a built-in phone system packed with email marketing functionalities.
“If Salesforce is ‘Microsoft,’ then Close is ‘Apple.’ As a sales leader, the reporting in Close gives me everything I need.”Michael Occhipinti | VP of Sales | Naturebox
In other words, Close‘s reports leave nothing to be desired. All plans include real-time sales activity reports and which you can save and share. Upper-tier plans also allow you to perform reports for individual sales reps and create leaderboards to identify and highly the most efficient members.
Additionally, you can easily document lead status changes within a specified timeframe. For example, you could report whenever a lead has changed from using a free trial to purchasing the product.
Lastly, you have the option to place multiple sales reps into groups and create custom graphs for more advanced reports.
Pricing of Close CRM
Close covers four pricing plans:
- Starter (up to 3 users): from $25 per user per month
- Basic (up to 30 users): from $59 per user per month
- Professional (up to 100 users): from $89 per user per month
- Business (unlimited users): from $129 per user per month
The Starter plan includes built-in global calling, smart views, task management, opportunity, pipeline, and activity reports, plus email sync with storage.
The Basic plan allows for external phone numbers and call forwarding. You can also create custom fields, sales leaderboards, and comparison reports.
The Professional plan includes call recording, a power dialer, bulk emails with email sequences, and email/domain filtering.
The Business plan assigns you a dedicated account manager and enables call transferring, voicemail drop, group numbers, and predictive dialers. Additionally, you can set custom rules and permissions.
There’s also a 14-day free trial available.
Best CRM For Gmail
Streak is a CRM software solution built explicitly for Gmail and other Google Workplace apps. Streak acts as an extension for Google Chrome. That said, the platform turns your inbox into a CRM tool within itself.
With it, you can monitor your pipelines, track your leads, assign tasks to team members, and more, without having to leave the inbox.
Additionally, since Streak work right within your Gmail inbox, there’s little to no learning curve. You can get used to this platform right away.
Features of Streak
- Mail merging
- Email tracking
- Workflow customization
- Email scheduling
The mail merge feature allows you to send personalized emails in mass. All you need to do is add contacts from your pipeline, insert the variables, and that’s it!
Pros of Streak
- User friendly
- Improve collaboration
Aside from making contacting leads more convenient, Streak can also improve collaboration with your team members. For instance, the platforms allow you to create multiple teams and assign each member to a particular role, meaning that sales, marketing, and customer service teams can access the same client information on Close CRM at the same time.
Moreover, you can create a central location where your team could have easy access to crucial project information, leave comments, reminders, etc.
Pricing of Streak
Streak provides four pricing plans:
- Solo – from $15 per user per month
- Pro – from $49 per user per month
- Enterprise – from $129 per user per month
The free CRM software gives you access to the platform’s basic CRM, which includes task management, call logs, private pipelines, and more. It also includes email tracking and up to 50 email merges per day.
The Solo plan provides link tracking and up to 800 email merges per day. The Pro plan offers the platform’s advanced CRM, which includes native dialer support, contact data enrichment, reports, and formulas. Additionally, you can perform up to 1500 email merges daily.
The Enterprise plan covers priority support, custom permissions, and data validation.
You can sign-up for a 14-day free trial for the pro plan.
Best CRM Software For Medium-Sized Businesses
FreeAgent is a CRM platform with a solid work management system that allows teams to conduct their sales and CRM activities in one place.
This platform is designed with remote work in mind. That said, FreeAgent offers all the features necessary for working collaboratively, improving productivity, increasing performance, and building better customer relationships. Marketing, sales and customer service teams can work together to improve customer interactions.
Features of FreeAgent
- Automation capabilities
- Workflow management
- Task management
- Integrations with Gmail, Mailchimp, Zoom, etc.
- Customizable reports
This platform’s automation capabilities allow teams to optimize their productivity by setting automated alerts for overdue tasks, and configurable rules for organizing activities, emails, etc.
Furthermore, FreeAgent can automatically create custom reports based on the KPIs you track, like email open and click rates.
Pros of FreeAgent
- Intuitive interface
- Highly customizable
- Good customer support
Overall, FreeAgent is easy to use, and according to reviews, this customer relationship management software offers excellent customer support. However, the platform’s main strength lies in its customization capabilities.
Each team member can customize the UI, themes, notification preferences, views, and more, to their liking, leading to improved productivity. Moreover, you can also create custom automation rules, workflows, reports, etc.
Pricing of FreeAgent
There are three plans available:
- Starter: from $29 per month
- Professional: from $295 per month
- Enterprise: from $795 per month
Note that pricing depends on the number of transactions, which refers to the number of creates and updates you do in the CRM. All pricing plans include roughly the same features.
However, the Starter plan is limited to 5000 monthly transactions, while the Professional plan handles up to 20000 monthly transactions. The Enterprise plan allows for 1 million+ monthly transactions.
Moreover, the Starter plan contains a branded UI and only integrates with Zapier. Security is also limited to rule-based access control. The other two plans remove branded elements and include more integration options, like Webhooks, Slack, DocuSign, etc. You also have access to more security features, including individual access, audit logs, and more.
Best CRM Software: Conclusion
Finding the right CRM software solution for your business can be a daunting task.
You need to find customer relationship management software that is easy to use, offer extensive customization features and integrations to use it with other apps, and provides good customer support. Most importantly, it has to fit within your budget.
Hopefully, this article will guide you toward making the right decision.
Here is a quick recap:
- Salesforce for medium and large businesses
- Pipedrive for small teams
- monday.com for CRM and project management
- Oracle Netsuite CRM with ERP functionalities
- HubSpot for scaling businesses
- Zendesk for ease of use
- Keap for automation
- Maximizer for versatility
- ACT! for marketing automation
- Freshsales for contact management
- Zoho CRM for lead management
- Close for startups and SMBs
- Streak for Gmail
- FreeAgent for mid-sized businesses