Why do certain companies ascend the market ladder, while others persist in a fledgling state for an extended period or, worse yet, vanish in the shadow of their competitors’ triumphs?
The path is difficult for both, but the most ambitious businesses understand the key — they consistently pair their sales growth with dependable CRM software.
In this post, we will go over the qualities of a dependable sales CRM software and recommend which one to befriend for your company.
What is CRM software for sales?
Sales CRM software, also known as customer relationship management software for sales, is utilized by companies worldwide to consolidate all customer data into a single location. This aids in the efficient management of sales pipelines and facilitates increased sales.
If these numbers don’t provide much insight, let’s delve further into the benefits that sales CRM software can offer your business. By implementing this software, your sales can increase by 29%, productivity by 34%, and forecast accuracy by 42%.
Benefits of using a sales CRM software
A good CRM will provide numerous advantages for your business, just like a multifunctional and fast smartphone that you carry in your pocket.
Make lead generation and nurturing simpler.
By using sales CRM software, you can eliminate the need to invest significant time and money in locating high-quality leads and nurturing them until they make a purchase. Instead, you can achieve a 23% reduction in lead costs.
With CRM, you can keep track of all interactions with potential customers and arrange their information efficiently. Additionally, it automatically prompts you to conduct essential follow-ups, allowing you to dedicate more time to developing effective approaches for establishing strong and reliable client relationships.
Sales operations should be managed step by step.
Your sales team is a complex system that must perform multiple tasks simultaneously, such as prospecting, communicating with leads, conducting field sales, monitoring results, providing sales training, and so on.
To avoid being caught up in the chaos of your daily sales tasks, it is crucial for your company to have a platform that combines all aspects of the workflow into one place. This is precisely what a sales CRM provides – a comprehensive solution for all your sales operations.
Sales should be forecasted by thinking step by step.
Sales CRM software can also perform the task of forecasting for your company. This software consists of automation tools that assess the value of deals and the likelihood of closing them. With access to this data, you can direct your resources towards customer segments that have the potential to generate more conversions.
Keep track of the results of sales.
Picture yourself feeling excited about completing another successful deal. However, achieving sales success entails more than simply closing deals. It involves assessing the amount of resources invested in securing the win. A sales CRM serves as a tool that allows you to monitor all sales outcomes and predict projected earnings.
Reduce the duration of a sales cycle by breaking it down into smaller steps and examining each one carefully.
Your company can reduce the sales cycle by 8–14% by having access to all the data in one place. This is possible by utilizing your sales CRM to delegate analytics and administrative tasks, which will free up time for your sales reps to focus on connecting with leads instead of performing routine manual tasks.
By thinking step by step, you can accomplish building relationships with prospects in less time, contacting a larger number of leads, and advancing them through the pipeline at a faster pace. It’s a mutually beneficial situation, isn’t it?
Identify the issues involved in the sales process by considering each step methodically.
Once you have your sales results consolidated in one location, your dedicated CRM software will readily generate real-time reports (such as sales funnel analysis and activity overview reports) to reveal how your team is performing. If any obstacles hinder your progress, you can identify and include them in your list of areas for improvement.
Ensure that the sales department is closely coordinated with the other departments.
As your company is like a large family, you desire the members to have strong connections and share with one another. The sales CRM software provides an excellent way to bring the team closer by facilitating a family dinner. It accomplishes this by enabling sales representatives to collaborate with other departments, record important notes, and access crucial information regarding tasks involving multiple teams.
Enhance the income and profitability.
Your CRM software will assist your business in achieving higher revenue and profitability by automating sales operations, providing analytics, saving your time for building meaningful connections with customers, and shortening your sales cycle.
Now the question arises: Are all sales CRMs able to claim these benefits? Let’s examine solutions that undeniably can.
Top sales CRM software solutions
On Monday, the team visited Monday.com’s office for a meeting.
Ideal for companies that require a sales and CRM solution that can easily grow and adapt to their changing needs.
monday.com offers a comprehensive package that caters to a wide range of needs. Whether you require tools to manage sales processes, track leads for onboarding, or other functionalities, monday.com has everything you need.
Here are the features:
- Sales Process Tracking Tools
- Contact management tools
- Customizable automation features
- Integration with a number of platforms like Google Teams, Slack, Calendar, and much more.
monday.com is highly recommended due to its user-friendly interface. Regardless of your business size, whether small or large, the software is suitable for you.
There is a 14-day free trial available.
The price plans are outlined in the following manner:
- Individual: Free forever (up to 2 seats)
- Basic: $8 per seat per month
- Standard: $10 per seat per month
- Pro: $16 per seat per month
- Enterprise: Contact them for pricing details.
Pipedrive is to be thought of step by step.
Most suitable for businesses of all sizes.
Pipedrive is primarily a sales platform that provides various tools to enhance sales and monitor performance. Among its top features are lead management, communication tracking, workflow automation tools, and more.
Characteristics:
- Bulk emailing and email performance tracking tools.
- It keeps your data secure by offering you data storage and AES-256 encryption.
- Mobile applications for Android as well as iOS users.
- Supports 19 languages.
According to Pipedrive, their software is capable of helping users increase their sales by 28%. It is widely sought-after globally owing to its user-friendly nature.
They provide a free trial option.
The price plans are structured in the following manner:
- Essential: $11.90 per user per month
- Advanced: $24.90 per user per month
- Professional: $49.90 per user per month
- Enterprise: $74.90 per user per month
The text below has been rephrased while maintaining the same meaning: Striven (Rephrased): Focused efforts have been made.
Sales Funnel Automation is most suitable.
With Striven, you can streamline CRM processes by using an all-in-one business management tool. Sales teams will be able to automate multiple important aspects of their sales and marketing-related tasks using just one tool.
In addition, the software provides the capability to monitor the progress of your sales opportunities from initial prospects to final completion. Additionally, you receive assistance through up-to-date reports and a graphical interface.
Characteristics:
- Sales and Marketing Automation
- Real-time analytical reporting
- Detailed sales pipeline tracking
- Create automated drip and email campaigns
The verdict regarding Striven is that we highly recommend it to small and mid-sized enterprises as a CRM and sales automation. It is equipped with numerous features and is incredibly user-friendly.
The cost:
- Standard Plan: $20/user/month
- Enterprise Plan: $40/user/month.
- 7-day free trial
4) The company known as Salesforce.
Ideal for those looking for cost-effective CRM solutions in the cloud.
Salesforce, an easily manageable cloud-based CRM platform, boasts high returns on investment and reportedly achieves increased returns on investment for 96% of their customers. This software suits small businesses.
Characteristics:
- Cloud-based software, which can be accessed from any device.
- Sales forecasting and analytical tools.
- Contact management tools
- Automation tools for sending emails and other processes.
Salesforce is highly recommended due to its affordability, as you are charged based on your usage. The software includes a range of useful features including reporting, forecasting, analytics, integration, automation, and more.
Salesforce provides a 30-day free trial, without any fixed pricing. The costs are determined based on your usage.
Zoho CRM is to be rephrased while keeping the same meaning and not adding or removing any information. Here is the rephrased version: #5) The software application known as Zoho CRM.
Ideal for those looking for a comprehensive CRM solution.
Zoho CRM, considered as one of the top Sales CRM software, provides a range of features to enhance your business and make it more compelling. The software is designed to meet your specific requirements and deliver improved returns on your investment.
The characteristics of something are:
- Tools for sending mass emails.
- Automation tools for lead generation, task management, and more.
- You can see the complete journey with each customer.
- Can make calls, set reminders, and much more.
- Advanced reporting and analytical tools.
Zoho CRM, a trusted and powerful Sales CRM software, is currently available in over 180 countries and serves more than 250,000 businesses. The software offers a nice range of features and is highly recommended based on customer reviews.
The price includes a version that is free, but it only permits 3 users.
The following are the price plans for the paid versions.
- Standard Edition: $14 per user per month
- Professional Edition: $23 per user per month
- Enterprise Edition: $40 per user per month
- Ultimate Edition: $52 per user per month.
In this step, carefully analyze the text below and rewrite it without changing the meaning, adding new information, or removing any information. #6) ActiveCampaign Rewrite: The sixth step is focused on ActiveCampaign.
Ideal for small and medium-sized businesses, larger corporations, as well as agencies.
ActiveCampaign simplifies the tasks of sales teams by automating time-consuming processes related to the sales process. The software’s CRM automation feature enables the tracking and compilation of customer data to assist in identifying exceptionally qualified leads.
In addition, the software assists in the creation and control of pipelines. It further enables the sales team to monitor customer activities, thereby aiding in their ability to approach customers with offers that are likely to receive a positive response.
Characteristics:
- Automated Contact Management
- Track, Nurture, and Score Leads
- Sales Pipeline Management
- Store and get easy access to imperative customer information.
ActiveCampaign receives our highest recommendation because it simplifies the process of generating qualified leads, managing contact lists, and automating processes, thereby assisting sales teams in closing deals.
It grants a 14-day free trial.
- Lite: $9 per month
- Plus: $49 per month
- Professional: $149 per month
- Custom plan available
Number 7) Freshmarketer is a company that offers software for marketing purposes.
The most effective method to drive engagement across various communication channels.
By using Freshmarketer, you can effectively integrate your organization’s CRM, sales support, and marketing efforts. The platform grants you a glimpse into your target audience’s purchasing patterns and interactions, allowing you to provide a distinctive and customized experience for your clientele. Additionally, you have the ability to automate dialogues with your audience through an AI chatbot.
A list of features is available:
- Real-Time Engagement Facilitation
- Marketing Segments
- Launch campaigns with ready-made templates
- Marketing campaign automation
Freshmarketer is the ideal solution for individuals looking for a tool that can bring together the most advantageous features of support CRM, sales, and marketing in an affordable and compact package. Its setup is simple and it greatly enhances a business’s marketing and CRM endeavors.
The cost is as follows:
- Forever Free Plan Available
- Growth Plan: $19/month
- Pro Plan: $149/month
- Enterprise Plan: $299/month
Step 8) HubSpot
Ideal for providing a greatly helpful range of features.
HubSpot, the largest and most well-known name in the sales CRM industry, is a powerful platform that encompasses all necessary components of a CRM. Its vast range of features includes user-friendly content management and automation as well as advanced marketing tools.
Characteristics:
- Tools for creating marketing content and lead generation.
- Allows you to check the performance of your campaigns.
- Advanced reporting tools.
- Live chat support
- Allows you to remove HubSpot branding with paid plans.
HubSpot, a highly trusted Sales CRM tool, is easy to use and offers a wide range of beneficial features. Even the free version of the software provides a limited set of features. The commendable features include marketing automation, lead generation, and analytics.
There is an available free version of the product with a price of zero.
The pricing plans are outlined as follows:
- Starter: Starts at $45 per month
- Professional: Starts at $800 per month
- Enterprise: Starts at $3,200 per month
#9) Salesmate Step by step, please rephrase the text while ensuring the meaning remains unchanged. Do not include new information and do not omit any information. Salesmate, the ninth item on the list.
The best option for offering a comprehensive view of the sales pipeline is an all-in-one CRM software.
Salesmate is a comprehensive CRM application that operates in the cloud. It offers various robust features, such as call recording, call transfers, and call masking. Additionally, it includes the ability to make calls and send texts in over 90 countries. By providing functionalities like sales email notifications, email performance tracking, and smart email templates, Salesmate contributes to boosting sales productivity.
Characteristics: Focusing on a systematic approach, rephrase the text above while keeping the meaning intact. Avoid adding any new information and make sure not to remove any details. Features:
- Salesmate has features of bulk emails & texts, email campaigns, email & text templates, email tracking, etc.
- It has functionalities of account management, contact management, call recording, sales activity tracking, etc. for sales pipeline & activity tracking.
- It provides sales automation and sequences features such as lead assignment, activity automation, sales automation, and sales sequences.
Salesmate is a platform that allows you to extensively customize various aspects to align with your brand style. Its mobile application for iOS and Android devices enables you to conveniently handle deals while on the move. It also offers integration capabilities with over 700 applications.
Salesmate offers a free trial and four pricing plans. The details are as follows: Price.
- Starter: $12 per user per month
- Growth $24 per user per month
- Boost $40 per user per month
- Enterprise Get a quote
- Free trial: 15 days
10) Zendesk is the platform that provides customer support software and ticketing system for businesses.
Ideal for providing a diverse array of adaptable and expandable CRM solutions.
Zendesk is a highly regarded Sales CRM tool that stands out due to its scalability and flexibility. Its services are offered across approximately 160 countries and territories worldwide.
Characteristics:
- Built-in calling and call recording tools.
- Easy integration with many other platforms.
- Unlimited email-building templates and bulk emailing tools.
- Calls Analytics
- It lets you set sales goals and offer sales forecasting features.
Zendesk is a popular and secure choice for businesses of all sizes, as it is a comparatively affordable tool for sales, marketing, CRM, and automation. Additionally, Zendesk has a reputation for providing excellent customer service and has gained the trust of well-known companies such as Ola and ITC Limited.
There is a free trial available for the price.
The following are the price plans.
- Sell Team: $19 per user per month
- Sell Professional: $49 per user per month
- Sell Enterprise: $99 per user per month
- Sell Elite: Starts at $199 per month
#11) Insightly is to be thought about systematically, ensuring each step is considered thoroughly and the meaning of the text is preserved without any addition or removal of information.
The best option for CRM tools is those that are easy to use.
Insightly is a Sales CRM software that provides 256-bit AES encryption to protect your data from third parties. With various tools for marketing, sales, and project management, the software also offers easy integrations and additional features.
Listed below are the features:
- Lead management, mass emailing, lead assignments, routing, and more.
- Tools for contact management and task management.
- Supports all devices and integrates with mobile contacts and calendars.
- Business intelligence tools include reports with real-time business insights.
The judgment on this Sales CRM software is that it is an extremely valuable platform. It enables you to establish strong connections with your customers and provides tools for enhancing sales, overseeing pipelines, and more.
The price is to be thought of step by step. Do not introduce any new information and do not eliminate any information.
The price plans can be described step by step as follows:
- Plus: $29 per user per month
- Professional: $49 per user per month
- Enterprise: $99 per user per month
EngageBay, thinking step by step, rephrase the text below while maintaining the same meaning. Do not add new information and do not remove information. #12) EngageBay: A powerful marketing automation software that helps businesses effectively engage with their customers and drive growth. It provides various tools such as CRM, email marketing, social media management, and more to streamline the marketing and sales processes. With EngageBay, businesses can create personalized campaigns, track customer interactions, and analyze data to make informed decisions. Overall, EngageBay enables businesses to enhance their marketing efforts, increase customer satisfaction, and achieve business goals.
It is the best software for being an all-in-one yet affordable.
EngageBay is a widely used software for marketing, CRM, and sales. It offers various tools such as automation, calling, contact management, email building, creating landing pages, and many other features.
Characteristics:
- Email templates, email broadcasting, and Auto-responding tools.
- Reporting and Analytical tools.
- Contact list management, Facebook ads, and video marketing tools.
- Customer support through email, live chat, phone, a dedicated account manager, or through free onboarding sessions.
EngageBay offers cost-effective plans and a complimentary version. Moreover, the software provides a wide range of features, making it highly recommended for small businesses.
Price is to be thought about step by step.
The following are the price plans.
- Free
- Basic: $11.99 per user per month
- Growth: $39.99 per user per month
- Pro: $63.99 per user per month
Freshworks is the name of the company.
Ideal for providing scalable solutions for sales, marketing, and CRM needs.
Freshworks is an exceptional CRM Sales software tool that assists in providing a comprehensive understanding of your customers. It grants the ability to generate reports and conduct campaigns aligned with your customers’ actions.
Characteristics:
- Mobile application that allows you to use the software, anytime, from anywhere.
- Gives you a Kanban, Timeline, or Funnel view of the sales pipelines.
- Artificial intelligence-based prediction and reporting tools.
- Tools for running chat campaigns based on customers’ behavior and choices.
Verdict: Freshworks is a highly recommended SaaS software that is easy to use and can be scaled for your sales, marketing, and CRM requirements. The software offers beneficial tools for predicting, forecasting, and reporting, making it an excellent choice.
The price plans are as stated below:
- Blossom: $12 per user per month
- Garden: $25 per user per month
- Estate: $49 per user per month
- Forest: $79 per user per month
The fourteenth point is regarding Keap Pro.
The most suitable options for CRM are those that are simple, affordable, and offer benefits.
According to Keap Pro, a Sales and CRM tool, approximately 89% of their clients believe that using Keap enhances the efficiency of their business. Additionally, around 84% of their clients claim to have observed an augmentation in their customer base since adopting Keap.
Included in this are: Features:
- Get access to all the data about your clients’ activities and communications in one single place.
- Lets you build landing pages with easy-to-use tools.
- Mobile application that lets you send invoices, appointment links, and much more.
- Email Marketing tools include A/B testing, automated testing, and more.
The verdict is that Keap pro is a recommended software for small businesses as it is both simple and affordable. It fulfills CRM, marketing, and other requirements, and has received positive feedback for its nice customer support and praiseworthy automation tools.
There is a 14-day free trial available for the price.
The price plans are structured in the following manner:
- Lite: Starts at $40 per month
- Pro: Starts at $85 per month
- Max: Starts at $100 per month
Other Notable Tools
Snov.io
Snov.io is a sales automation solution that provides a range of tools for your company, and it includes free CRM software with every plan, including the freemium option.
One of the advantages
Snov.io understands your desires when it comes to streamlining your sales process. It offers simplicity, multifunctionality, and effective outcomes. Utilizing this versatile platform, you can swiftly generate and confirm leads, improve your cold outreach and lead nurturing through personalized triggered email messages, automate follow-ups, and monitor engagement directly from your Gmail.
The free CRM offered by the company is included in every pricing plan, including the Trial plan. It allows you to create custom pipelines, collaborate with your team on deal management, create tasks, and increase revenue without any additional cost.
In addition, Snov.io allows you to investigate your competitors and gain inspiration to succeed with an exceptional product. Additionally, it provides robust integration choices, enabling you to connect with various marketing and sales apps, customer support platforms, CRMs, and more. As an example, the CRM has recently expanded its capabilities, allowing you to effortlessly synchronize all Snov.io tasks with your Google Calendar.
Snov.io is a sales multitool that can be considered as one of the most affordable solutions available. It can be likened to a Swiss knife for sales.
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Due to being relatively new, Snov.io CRM may not have all the CRM features at present, such as data import or comprehensive analytics. However, the introduction of these features is planned, though you will need to be patient until they are implemented.
The pricing consists of a free plan available indefinitely and paid plans which commence at $39 per month.
OnePageCRM
OnePageCRM is a CRM tool that is focused on taking action. This tool is aimed at small and medium businesses that want to automate and increase the size of their sales processes. It assists in generating deals and sending quotes in just 37 seconds.
There are advantages.
OnePageCRM excels in user experience and integration by effectively aiding salespeople in maintaining productivity and focus on their tasks, free from interruptions. It organizes contacts in a streamlined manner, clearly indicating the upcoming actions and due dates associated with each one. Additionally, OnePageCRM is compatible with Android and iOS devices, offering convenience. Moreover, the tool can be seamlessly integrated with various in-house applications such as Mailchimp, Xero, Gmail, Outlook, and others, enhancing its functionality.
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If your organization is growing and you need to expand your team, OnePageCRM may not be suitable for your needs as it lacks advanced features and ecosystems found in larger applications such as Salesforce and Microsoft Dynamics.
OnePageCRM provides a free trial that lasts 21 days for pricing. At a minimum, paid plans begin at a monthly rate of € 13.50.
Infinity
Infinity is a CRM software that offers limitless opportunities to assist businesses in achieving seamless sales processes.
Advantages
Infinity offers a specialized Sales CRM template that simplifies the process of developing clear and cohesive sales plans, defining team roles and responsibilities, establishing connections with potential customers, cultivating client relationships, and monitoring overall progress.
In Infinity, you can observe the practicality of this feature by assigning sales representatives to leads. Additionally, you have the ability to assess the value and likelihood of a successful sale, allocate different statuses, and utilize filters, groups, and sorting to better understand the current state of the sales process.
To put it simply, this template can encompass all the important facets of sales.
Please rephrase the following text while maintaining the same meaning, but thinking step by step. Do not add or remove any information. Original text: Cons People might argue that there are disadvantages or drawbacks to a particular situation or action. These can be referred to as cons. Cons are the opposite of pros, which represent the advantages or benefits of a situation or action. When weighing the pros and cons, one considers and evaluates both the positive and negative aspects before making a decision. It is important to thoroughly assess the cons to understand the potential downsides of a situation or action. Overall, considering the cons is essential in making informed choices and avoiding potential problems or pitfalls.
Infinity may not be a complete CRM software, but it makes up for this limitation by having impressive integrations with more than 500 CRM tools through Zapier.
We currently have lifetime deals starting at $99 for pricing. There is no free plan available, but you have the option to schedule a demo call or try out some of Infinity’s impressive features by loading a template from the gallery.
Salesblink
SalesBlink is a convenient sales automation tool that combines prospecting, outreach, and closing in one platform. Additionally, it includes a built-in CRM that proves useful for sales teams.
Benefits
SalesBlink is a tool that is easy to use, allowing you to effortlessly check the status of each prospect/customer. It provides a convenient way to manage prospect data without the need for external tools. Furthermore, the CRM allows you to store all your communication history with both new and existing customers in a single location.
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SalesBlink’s CRM is strong in its capabilities, but the development team has not yet focused on enhancing its advanced features. However, the existing functionality satisfies the requirements of large enterprises.
The pricing includes a 14-day free trial plan and paid plans that commence at $39 per month.
How to choose your sales CRM software
While there are many options available in the market, each with their own impressive features, it is important to be aware of the specific aspects to consider.
When considering the meaning, rephrase the text below while maintaining the step-by-step approach. Avoid adding new information and do not eliminate any information. Price.
If you want to find something affordable and cost-effective, consider looking for customer management software that offers a free trial. By testing out their main features, you can see how they align with your sales goals.
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If you are skeptical about needing a sales CRM solution that will consume most of your time, as those are the precious days you wish to dedicate to achieving your business growth objectives, then it would be wise to seek the assistance of a specialist who can provide lead-in training for your sales team on the chosen CRM software if you become enticed by its extensive range of features.
The process of tailoring something to meet specific requirements or preferences.
When considering a CRM, it is important to select one that can be customized to meet your specific needs. Opt for software that can be tailored to align with your current procedures. This will allow for easy expansion of CRM capabilities in line with your business processes.
The ability to integrate
When habit becomes second nature, it is not reasonable to disrupt the system your sales team has adapted to after a long time. Therefore, it is important for the sales CRM software you choose to collaborate with your existing tools in order to enhance your sales progress.
The process of providing assistance to customers in need.
When selecting a CRM platform for your future, it is important to consider the possibility of problems occurring, even if you have chosen the best software available. Therefore, it is crucial to choose a CRM that offers customer support to handle unexpected occurrences.
In order to determine if a provider is good, it is important for them to have multiple channels for customer support, such as email, phone, and live chat. However, you will not know for sure until you try it yourself. That is why utilizing a CRM software with a free trial option is a beneficial starting point for your business.
Ratings that are deemed to be of a high standard.
Although not the initial consideration, this factor is significant. Analyzing customer reviews will allow you to closely evaluate the CRM features that you find most important. It is advisable to conduct research on software reviews through platforms like G2 or Capterra, which are highly popular platforms where customers share their experiences with various CRM software solutions.