By thinking in a systematic manner, rephrase the given text without altering its meaning. Please avoid introducing new information and omitting any existing information. The capture of valuable insights into the true desires of your clients is accomplished by the best customer relationship management (CRM) software. It streamlines daily tasks by automating tedious work and monitoring interactions.
Every time, employees have the ability to concentrate on customers and provide a five-star experience.
If you want to save your business more time, there is almost no other type of software that can do it better than a CRM. Continue reading to find detailed reviews of my top choices and a short buyer’s guide to CRM software.
#1 – Salesforce Review — The Best Overall CRM
Salesforce is the CRM software that I highly recommend. I am not the only one who shares this opinion, as Salesforce has established itself as the leading provider in the field of CRM software and consistently improves its offerings each year.
Salesforce offers the ideal CRM solution for individuals in various roles such as small business owners, sales, marketing, IT, or customer support teams. Renowned for its adaptability, they provide customized software that caters to your specific requirements.
Salesforce is relied upon by over 150,000 businesses, such as T Mobile, Adidas, and Yeti, to establish strong relationships with their customers.
In addition, they provide customized solutions for 14 distinct industries, including:
- Financial services
- Healthcare
- Manufacturing
- Consumer goods
- Energy
- Communications
- Nonprofits
By being able to select and decide on the required applications, the system becomes highly adaptable, enabling the creation of a tailored CRM solution that perfectly aligns with your business needs.
Salesforce is committed to providing a wide range of tools, including marketing automation, ecommerce sales, call center software, and self-service portals, to help you develop exceptional customer relationships.
Included in their business plans are the following:
- Essentials — $25/user per month (basic sales and support)
- Sales Professional — $75/user per month (complete sales solution)
- Support Professional — $75/user per month (complete service solution)
- Pardot Growth — $1,250 per month for up to 10,000 contacts (marketing automation)
However, you can add additional features and applications depending on what you need. They also offer other plans for sales, customer service, commerce, and marketing CRM packages with varying features.
#2 – Monday.com Review — The Best End-to-End Sales CRM
Monday.com is renowned for its project management solutions, and I can confidently recommend its exceptional sales CRM as well.
Monday Sales CRM stands out from other CRMs because it has the capability to handle all stages of the sales process in a single interface. It seamlessly manages lead capturing, deal closure, and post-sales management, making it a comprehensive solution for sales operations.
Monday Sales CRM offers seamless integration with more than 200 tools and apps, many of which you are probably already using. If you wish to amplify the platform’s functionalities by syncing Monday.com with your entire tech stack, you can do it effortlessly without switching between screens.
You can use these integrations to centralize your sales data and customer data, as well as enhance your sales workflows with the embedded features of Monday Sales CRM.
Setting up and customizing All Monday Sales CRM integrations only requires a few clicks, with no coding necessary.
Apart from any integrations, Monday Sales CRM is sufficiently powerful on its own. It contains all the necessary features for your team to guarantee success, which consist of:
- Email sync and tracking
- Activity management
- Sales forecasting
- Lead capturing
- Duplicate lead alerts
- Call logging
- Contact management
- Instant deal views
- Lead scoring
- Custom automations
With dashboards to support every role, Monday Sales CRM caters to the needs of sales teams, account managers, sales leaders, and business owners. It provides users with visibility and detailed reporting, making it advantageous for all.
There are four various options of Monday Sales CRM plans available for selection.
- Basic CRM: $10 per seat per month
- Standard CRM: $14 per seat per month
- Pro CRM: $24 per seat per month
- Enterprise CRM: Contact sales for custom pricing
If you need a CRM that is designed specifically for sales, you can’t make a mistake by choosing the one provided by Monday.com.
#3 Pipedrive Review: The Best CRM For Newcomers
Emphasizes a drag-and-drop interface that is visually appealing and includes additional features for sales and marketing.
The price for each user per month ranges from $14.90 to $99, with a 14-day trial period.
Pipedrive is a user-friendly CRM that offers a kanban-style drag-and-drop pipeline for lead and prospect management. It provides a basic set of reliable sales tools, with the option to purchase additional features such as LeadBooster, Campaigns, Web Visitors, Smart Docs, and Projects. This allows you to access high-quality tools without the need to upgrade your plan.
If you require a pre-built suite of tools, consider checking out Zoho CRM for its sales and marketing mix, as Pipedrive’s add-ons can be quite expensive with monthly fees that range from $6.70 to $41 and are quite powerful.
The pricing for Pipedrive remains unchanged.
- Essential: $14.90 per user, per month
- Advanced: $24.90 per user, per month
- Professional: $49.90 per user, per month
- Enterprise: $99.00 per user, per month
- Free Trial: 14 days
- Pay for a la carte add-on features for sales, marketing, and more
- Access to Pipedrive Marketplace
Key features of Pipedrive include:
- Visual Pipeline: Manage a kanban pipeline with an intuitive UI and drag-and-drop tool.
- Large Number of Integrations: Access over 300 apps in the Pipedrive Marketplace.
- Add-Ons: Pay for advanced add-ons for prospecting, email marketing, and more.
- Industry-Relevant Uses: Use integrations and add-ons for industry-specific needs.
#4 – Zoho CRM Review — The Best Budget CRM
Offers social media lead management as well as advanced sales tools and marketing features.
The price range for this product is from free to $52 per user, per month, with a trial period of 15 to 30 days.
Zoho CRM is equipped with AI-powered sales tools and offers functionalities of leading marketing CRM and collaborative CRM that are not commonly seen in its competitors. While the free tier is basic, you have the option to upgrade to paid tiers at a reasonable cost to gain access to sales features such as forecasting and inventory management, as well as marketing features including social media management and email marketing. Zoho allows extensive customization and offers a wide range of app integrations and add-ons that can be purchased.
Although Zoho CRM is known for its robustness, its user interface is not considered the best. To find a CRM that is more intuitive and user-friendly, Freshsales is the winner in the ease of use category.
Pricing for Zoho CRM.
- Free Version: Supports up to 3 users
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Free Trial: 15 to 30 days
- Access to Zoho One Marketplace Apps
Features of Zoho CRM
- Online Marketing: Monitor social media campaigns, email marketing, and Google Ads.
- Inventory & Product Management: Manage vendors, create price books, and more.
- AI-Powered Tools: Use Zia for data enrichment, task automation, and sales analytics.
- Customizations: Take advantage of custom fields, integrations, and Zoho’s sandbox.
#5 – Freshsales Review — The Best Off-the-Shelf CRM
Freshsales, previously known as Freshworks CRM, is designed explicitly for sales teams and lead management. With Freshsales, you can enhance your relationships and save time through automation, spanning from cold leads to customers.
For businesses that are not interested in delving into the intricacies of their CRM, this is my top suggestion. Freshsales doesn’t allow for extensive customization of each detail, but the advantage is that teams can easily begin using it from the very first day.
Although it doesn’t require as much handholding as other CRMs, it is still a highly effective tool.
Once your data is imported into the platform, Freshsales assists in identifying the most promising leads, establishing contact with them through their preferred mode of communication, and successfully completing the sale.
In order to simplify the process, Freshsales incorporates a pre-installed email and phone system.
With a customer base of over 40,000 businesses, including renowned names like Dyson and Best Western, they have proven their expertise despite being relatively new to the industry.
By using this platform, you are provided with:
- Lead, contact, account, and deal management
- Tasks and appointment management
- Website visitor tracking
- iOS and Android mobile apps
With Freshworks CRM, organizations of any size can enhance their workflows by utilizing detailed lead scoring and sales pipelines, resulting in improved clarity and efficiency.
The single dashboard for managing all sales conversations is particularly powerful. Team inboxes and email forwarding ensure that messages are correctly delivered to the appropriate individuals, allowing teams to view and monitor every interaction without them being lost in a sea of unimportant emails.
Furthermore, with Freshsales, you have the ability to schedule emails, make use of various email templates, and establish alerts. This ensures that you can easily create new messages quickly and promptly address or modify them as needed.
In addition to an impressive range of features, they provide specialized solutions for 15 different industries, encompassing retail, ecommerce, manufacturing, logistics, healthcare, and other sectors.
The free forever plan they offer allows an unrestricted number of users but with limited features. Nonetheless, it serves as an excellent opportunity to test it prior to making a commitment.
Freshsales offers paid plans that are both robust and affordable for businesses of any size. These premium plans include:
- Growth — $15/user per month
- Pro — $39/user per month
- Enterprise — $69/user per month
#6 – HubSpot Review — The Best Free CRM Software
If you work in the sales or marketing industry, it is likely that you are familiar with HubSpot’s blog or have completed one of their free certification courses. In addition to this, they also provide powerful and complimentary CRM software that can help enhance the efficiency of your customer relationship management procedures.
By using HubSpot, you have the ability to obtain unparalleled understanding of your audience’s behaviors.
With HubSpot, it’s easy to monitor when contacts open your emails in order to optimize your open rates. Additionally, you can track a contact’s behavior on your website.
In addition, they provide a diverse range of solutions tailored to your specific role in your organization.
The solutions offered are tailored to specific positions such as sales, marketing, customer service, operations, and owners.
The set of features included in the free plan is comprehensive. It encompasses all the necessary components for contact management, deal tracking, and reporting that you require from a CRM.
When combined, you gain an exceptional level of understanding about your sales pipeline. HubSpot enables you to arrange and leverage that understanding in order to develop your upcoming strategy or campaign.
In addition to that, HubSpot’s free CRM also offers an array of features.
- Scheduled emails
- 1:1 live chat
- Meeting scheduler
- Website activity tracking
- Task management
- Document sharing
HubSpot’s paid plans are equally valuable given that these features are unrivaled by any other free plan listed.
For $40 per month, paid annually, you can start with The Starter Plan. Nonetheless, if you prefer to combine HubSpot’s CRM software, you have the option to pay $50 per month for starter access to all four with a 12-month commitment.
By paying an additional $10 per month, you will receive specialized software for marketing, sales, and customer service as well.
The prices stated are determined for 1,000 contacts, and they will rise for each additional 1,000 contacts you possess.
The free tier of HubSpot is particularly effective for small and medium-sized businesses, while the paid tiers also offer beneficial features for SMBs. What I have noticed is that many small companies begin with the free tier of HubSpot and then transition to a paid tier that suits their requirements as they progress.
HubSpot offers basic features for large enterprises, although it might lack the desired flexibility and customization options required by these businesses. Nonetheless, many large organizations still choose HubSpot as their CRM software, depending on their specific needs.
#7 – EngageBay Review — The Best CRM for Startups
Many CRMs perform similar functions. They gather and arrange your contact information, offer automation tools for email correspondence and social media posting, and in general, simplify the workflow of your sales team.
EngageBay might be the best solution for you if you need an all-encompassing tool to boost all three core departments—sales, marketing, and service, as not all of them cater to all three.
By following a step-by-step process, you can acquire numerous essential components for customer relationship management. This includes assigning tasks, creating a pipeline, and implementing automations for email dispatches, SMS notifications, transferring responsibilities between representatives, and other functionalities.
In an easy-to-understand interface, you can access and view all aspects of your funnel, including social media interactions, messages, email campaigns, and more, in one place.
In addition, EngageBay seamlessly integrates with Gmail, Outlook, and Office without any difficulty or hassle.
However, what I truly appreciate about it is its appropriateness for organizations that place equal importance on post-sale relationships and the acquisition, nurturing, and conversion of prospects.
EngageBay offers a comprehensive service bay module that simplifies the tasks of your support representatives.
EngageBay’s lowest-tier plans offer a solution for managing tickets and contacts simultaneously, preserving all the gathered information from each customer’s sales process. This approach ensures that no one is uninformed, enabling your support team to effectively convert customers into loyal advocates.
When you upgrade from EngageBay’s free plan, you gain access to macros and canned responses.
The Growth plan is what I strongly recommend. With a price of $29.99 per user per month, you can utilize the same powerful automation capability that the marketing and sales teams have for customer service, by setting triggers and events that optimize workflows.
The great thing about this is that email sequences can be used again following a service interaction.
I believe that this could greatly benefit SaaS and various B2B operations. It is crucial to have continuous support in these industries in order to establish long-term relationships with clients. Additionally, you can utilize a new drip campaign following successful service interactions to prepare existing customers for an upgrade or add-on.
With a tool like EngageBay, there is great potential to unlock in all three departments.
When you’re ready to take your sales, marketing, and service to the next level, begin with our free plan to familiarize yourself with the platform. Then, progress to the Growth plan for maximum effectiveness.
#8 – Salesflare Review – Best Lead Management Tools for Small Business
To truly prove its worth, any CRM must definitely address one question—how does it enhance teams’ ability to improve sales?
When looking at this list, it is evident that various platforms have provided different solutions to this query. Salesflare is notable for prioritizing lead management tools and avoiding unnecessary features that could hinder its functionality.
Salesflare could be the perfect solution for any team in need of assistance in navigating opportunities from lead to win, which is a common requirement for most teams.
Firstly, the software intelligently gathers information. Salesflare automatically retrieves contact information, company roles, and other details from emails, social profiles, and various sources. This data is then stored in a separate section for each account you are selling to, as well as in a shared contact book that can be accessed by your entire team.
Salesflare logs actions made by your team, prospects, and customers. These actions include meetings, calls, opening an email, clicking a link, and visiting a landing page.
Salesflare offers flexibility in how your team can approach the buyer’s journey. Whether you choose to have one team member guide opportunities from beginning to end or have hand-offs at different stages, all the necessary information is available.
Everyone who steps in can have the most up-to-date information and stay informed about the current situation based on recent actions.
By incorporating the platform’s notifications for prospects’ actions or any other triggering event, your team will become highly efficient in promptly responding to warm leads or prospects who have indicated their readiness to make a purchase.
Salesflare is an excellent tool for smaller B2B sales outfits due to its inherent simplicity and power.
In addition to receiving helpful automation and tools to effectively accomplish follow-ups (and, in turn, effectively prompt potential customers towards making a purchase), you also obtain significant features such as:
- Team-wide timeline view for tracking opportunities from lead to win
- Personalized, scheduled, trackable email campaigns
- Insights dashboard that can be segmented by team member, pipeline, or date range
The base Growth plan, which costs $29 per user per month, includes all the mentioned features.
Moving upwards from that point is the Pro plan, priced at $49 per user per month. In addition, acquiring the Pro plan entitles you to the following advantages:
- Custom email workflow builder for multiple simultaneous campaigns
- User permissions, including view-only access
- Custom dashboards
Additionally, at a cost of $99 per user per month, you can opt for the Enterprise plan. This plan offers extra advantages including personalized assistance from a dedicated account representative and tailor-made training modules for your team.
Salesflare is particularly beneficial for smaller B2B businesses, as its lower two pricing tiers are quite affordable for those businesses.
#9 – Creatio Review — The Best Enterprise-Grade CRM Software
If you are managing a large operation, you may find some of the other CRM software on this list to be restrictive, even though they have an enterprise plan. However, Creatio is a CRM software designed specifically for businesses like yours and is suitable for enterprise use.
They provide tailored CRM solutions for teams specializing in sales, marketing, and customer service.
Marketing Creatio provides enterprise businesses with all the necessary tools to effectively organize their multichannel marketing campaigns and handle incoming leads. Some of its notable features include:
- Visual campaign designer
- Website behavior tracking and segmentation
- Advanced trigger campaigns
- Personalized email marketing
- Event tracking and response management
The price is determined by both the quantity of contacts and the number of emails associated with each contact.
Sales Creatio is ideally suited for large sales teams who are responsible for taking over from marketing. It is a comprehensive sales management platform designed to streamline the process and help you save time.
The text encompasses various features, spanning a wide range.
- Opportunity management
- Customer profiles and buying behavior insight
- Field sales management
- Performance and operations
The starting price is $30 per user per month.
Service Creatio is designed for customer service teams who want to simplify their processes and deliver exceptional customer experiences from beginning to end. Some of its notable functionalities include:
- Account and contact management
- Case and knowledge management
- Omnichannel communications
- Service catalog
- Contact center
The price to begin is $45 per user each month.
If necessary, you have the option to combine all three CRM solutions. Additionally, their online pricing calculator can be utilized to approximate the overall expense.
More CRMs for Salespeople & Teams
Insightly: Best CRM for Project Management
The text describes a comprehensive range of tools and integrations for managing projects both internally and externally.
The price range for this service is from free up to $99 per user, per month, with a 14-day free trial available.
Insightly, which offers a CRM solution, is equipped with strong project management capabilities through its project pipeline and integrations with productivity apps. It also includes milestone tracking and offers more than 250 pre-built integrations with collaboration software such as Slack and Asana. The Professional plan, priced at $49 per user, is ideal for small-to-medium sales teams as it provides lead routing and custom BI features.
If you only require a CRM with sales features, it might be more beneficial to consider alternative options such as Freshsales, while Insightly is highly recommended for sales and ongoing project management.
Insightly’s pricing information is presented methodically.
- Free Version: Supports up to 2 users
- Plus: $29 per user, per month
- Professional: $49 per user, per month
- Enterprise: $99 per user, per month
- Free Trial: 14 days
- Access to Insightly AppConnect
The key features of Insightly can be thought of step by step.
- Robust Integrations: Link with G Suite, Microsoft Suite, Slack AI bot, and 250+ apps.
- Sales & Project Pipelines: View separate pipelines for sales and project management.
- Mobile App: Manage projects in the field with real-time data sync and visual dashboard.
- Advanced Sales Tools: Access premium features like lead routing and in-app calls.
