List of Top 10 Leading CRM Software Solutions - Financesonline.com - The first knowledge sharing application in Vietnam

What is the top CRM software solution?

The top CRM software solution is HubSpot CRM for its simple yet powerful functionalities. It allows users to fine-tune sales processes and make campaigns more effective and personable without having to deal with clunky CRM tools. It is also available 100% for free.

Taking care of your customers is always the right way of doing business. Not only does it make your new-acquisition costs lower, but it also sustains profitability for a long time. And at the heart of this strategy is good CRM software to help you consolidate customer data and integrate sales, marketing, and service processes.

In this list of top 10 CRM tools, we highlight the unique benefit of each solution. We also provide some typical business concerns that each software tries to solve. With a basic understanding of the key strengths of each solution, you’ll find it easier to choose an appropriate tool for your company.

The importance of digital CRM has been increasing in the last decade. As more and more people are online, anyone seems virtually reachable. Thus, both consumers and businesses are taking advantage of online channels to communicate.

With this comes many potential benefits. For instance, in recent CRM statistics, you can find that conversion rates may increase up to 300%. This is because about 80% of consumers are more likely to support brands that provide personalized support. And, customers are also likely to spend 20% to 40% more when they are engaged with a company through CRM.

So, CRM investment is essential for any company that wants to grow its business.

Moreover, data shows that having a CRM plan and platform is very important in the US market. One indicator is that the US has been leading all other countries in generating CRM software revenue. In 2016, it accounted for $17 billion of the revenue, the highest among nations. Japan came far second with only a little over $2 billion. Come 2021, the US is on course to generate $33 billion for the CRM software industry. This is despite the COVID-19 outbreak. In fact, the pandemic has likely accelerated adoption.

By 2025, the figure is projected to reach $54.6 billion.

A general high CRM spending indicates an increased need for CRM efforts. So, if you are doing business in the US, it is vital to consider investing in a CRM platform.

1. HubSpot CRM

HubSpot CRM is part of the HubSpot sales and marketing suite. The CRM app is available for free and designed to integrate with the paid Sales Pro and Marketing Pro tools to help you nurture leads, increase conversion rates, and kick off your inbound marketing. When integrated with the paid HubSpot Sales Pro and Marketing Pro, the CRM gives you an extensive way to organize contacts with detailed descriptions, track priority leads, and launch campaigns at targeted prospects.

It’s 100% free with unlimited users and no expiry date, making it one of the most robust freemiums not just in CRM, but in the entire SaaS industry. HubSpot features core CRM functions like contact management and lead-to-conversion pipeline. The tools and workflows are pretty straightforward; even non-technical users or managers who are new to CRM will find this app easy to adopt.

HubSpot CRM

Try out HubSpot CRM for free

HubSpot is known for its inbound marketing expertise. All the tips and techniques you can learn from HubSpot are easy to implement using the integrated CRM app. For instance, segmenting the leads is easier when you have 360-degree visibility of your contacts. Likewise, identifying interested visitors in real-time is possible once you embed the Prospect code on your site. You can associate the right campaigns and contacts and attach related tasks as you move leads across the sales stages. Your sales and marketing efforts are more consolidated with HubSpot CRM.

Detailed HubSpot CRM Review

2. Pipedrive

Pipedrive is one of the most popular CRM apps on the market. It has a neat visual interface that gives you a quick overview of your sales pipeline. The software focuses on the pipeline as the core feature to make your sales cycle run with transparency. The vendor offers a very useful free trial plan that you can check out first.

It has a highly visual sales pipeline to track deals and activities from the first touch to closing. If you’re a fan of Kanban, you’ll love the clear lead-to-conversion layout. Although many CRM apps have boards too, Pipedrive’s layout is color-coded and neat, even featuring a photo of the sales rep or contact related to the deal. The CRM software also has solid Android and iOS apps, where the visual pipeline is easily accessible. With the Pipedrive free trial, you can try all the features of this software at no cost.

Pipedrive

Try out Pipedrive with their free trial

It gives you clear visibility on where the deals are, which ones are moving and which are stagnating on which sales stage. Some managers prefer visual ticklers than perusing over reports. Likewise, Pipedrive’s fully featured mobile apps mean you can easily access the interface anywhere you have an internet connection available.

Detailed Pipedrive Review

3. Salesforce CRM

Salesforce CRM is part of the Salesforce sales and marketing platform. This software is targeted at small businesses but, at the same time, is highly scalable and offers a comprehensive suite of tools for contact and lead management. When integrated with other Salesforce apps, the CRM tool delivers seamless salesforce and marketing automation, sales analytics, and cloud storage capabilities.

Because it’s part of the Salesforce ecosystem, users of this app enjoy native integration with a comprehensive sales and marketing platform. As a pioneering SaaS vendor, Salesforce continues to deliver newer technologies to enhance your business processes. Currently, Salesforce CRM also has access to the company’s AI-assisted lead management tool. You can utilize the Salesforce CRM free trial and get to know more about the product’s capability.

It features a wide array of tools to organize and sort contacts, track leads, and even predict the conversion rate of promising leads. If you need to scale up for more sophisticated tools like reporting and analytics, Salesforce CRM easily integrates with the vendor’s other packages.

Detailed Salesforce CRM Review

4. Netsuite CRM

NetSuite CRM is an extensive customer relationship management software that combines traditional and innovative CRM capabilities. With this application, you have a comprehensive view of all customer information and interaction. Among its features include support for marketing, affiliates, customer service, and sales force automation.

The integration of these features allows Netsuite to consistently top lists when it comes to CRM. With Netsuite, you have customer contact information and communication history—and their issues with your business, if any—within easy reach in a timeline display. In this feed, you can assign a task to individual users or departments to handle customer communication. Should you want to investigate the platform firsthand, you can easily do so at no cost thanks to Netsuite CRM free trial.

NetSuite CRM

Try out NetSuite CRM with their free trial

Netsuite also supports campaign management, which you can use to create and modify marketing campaigns. Plus, it has a fully-featured partner/affiliate management and a sales forecasting capability. The latter can give you real-time insight into your marketing efforts’ performance and how your relationship with your customers is faring at any point in time.

Detailed NetSuite CRM Review

5. monday.com CRM

monday.com is a comprehensive business solution that can be used by different teams with different functions. This is because it is highly customizable for almost any purpose.

For CRM, you can use monday.com to manage your customer data and interactions easily. Also, you can manage your sales accounts as well. Plus, its collaborative features even let you connect to your clients using a single tool. Furthermore, it is complete with reporting tools and visualizations. You can check it out yourself when you sign up for a free trial.

monday.com

Try out monday.com with their free trial

monday.com is also one of the best-designed user interfaces out there. Its dashboards are highly-visual and easy to understand. Plus, as mentioned, you can customize them according to your needs. And, they are also shareable.

Moreover, you can extend the use of monday.com thanks to its integration options. It works seamlessly with many, many applications including Slack, Salesforce, Shopify, and many more. Also, you can create if-then workflow automations with them to outsource simple notifications, emails, task assignments, and many more.

The platform is also accessible via mobile apps for both iPhone and Android users. Lastly, Its pricing plan starts from $39 a month billed annually.

Detailed monday.com Review

6. CRM Creatio

CRM Creatio is designed as a well-rounded, end-to-end solution to boost lead generation and nurturing strategies, accelerate sales, and improve customer service levels. The platform owes its versatility through three modules, namely Marketing Creatio, Sales Creatio, and Service Creatio. These modules can be used separately or in a bundle for a complete CRM platform.

Altogether, these modules provide a 360-degree view of customers. Users can store various types of customer information, such as career history, customer preferences, and buying behavior to build more personalized marketing strategies. More importantly, the software offers automatic smrt data enrichment. The platform will be able to identify email address, phone numbers, and social media profiles from open sources, ensuring that marketing and sales reps have the latest customer data.

CRM Creatio

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CRM Creatio’s modules also offer various features that more efficiently manage CRM data. Users can add weights to various parameters on a customer profile and visualize profile completeness. Updating customer databases is easy, too, through tools for data cleansing and duplicate merging. All these features ensure that agents and reps can use the latest information to add context to customer interactions and ultimately improve the customer experience.

Detailed CRM Creatio Review

7. Freshsales

Freshsales has comprehensive features to streamline the sales cycle, automate sales processes, and nurture leads. It is packed with capabilities for automation, customization, communication, collaboration, pipeline management, analytics, and governance. It allows customers to leverage the power of AI technology for managing contacts, creating conversations with clients and prospects, forecasting sales, and more.

A highly customizable software, Freshdesk allows users to create custom fields, modules, roles, and sales activities. It also has features for mapping the unique sales process of a company. In addition, users can choose among multiple languages and currencies to match their business needs.

Freshsales

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With Freshdesk, sales team members can easily identify and prioritize deals. They are equipped with features like product catalog, CPQ, and weighted pipeline which are all designed to help them close deals faster. Moreover, they can also track their progress and effectiveness based on the number of closed deals and revenue using the software.

The software integrates with the most popular communication tools like email, phone, chat, and SMS. It also extends its capabilities to other platforms such as DocuSign, Zapier, Quickbooks, PandaDoc, and Xero.

Detailed Freshsales Review

8. Zoho CRM

Zoho CRM is a powerful business management software designed to provide end-to-end solutions to SMBs and large enterprises. Having a variety of modules for management, the platform streamlines entire operations, granting managers and sales and marketing teams control over process workflows. Tasks can be assigned to teams and team members, projects can be managed and scheduled, and the overall productivity of the team and team members can be monitored within the platform.

As a reliable CRM solution, Zoho CRM combines functionality and usability to improve efficiency and save operational costs. Zoho CRM helps automate core processes involved in building customer relationships from lead generation, marketing, sales, and providing support to the customers. With automation functions in place, you and your team can focus more on formulating and implementing effective strategies in nurturing prospects and taking care of existing customers.

Zoho CRM

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In terms of integrations, Zoho CRM integrates seamlessly with more than 400 applications, including HubSpot, MailChimp, Google G Suite, Zoho cloud-based solutions, and more. As for the pricing, this CRM solution is available for free for small teams of three users or less. Paid plans, on the other hand, starts at $18/user per month.

Detailed Zoho CRM Review

9. LeadSquared Sales + Mobile CRM

With a wide range of capabilities, top-rated CRM software LeadSquared assists organizations in managing their sales processes. It provides a low-cost, user-friendly platform for small and medium-sized businesses. Its intuitive drag-and-drop interface enables non-technical users to create customized workflows, landing pages, and marketing campaigns.

The marketing automation products from LeadSquared stand out. With its powerful automation tools, businesses can easily convert leads into loyal customers. LeadSquared integrates well with Salesforce, Google Ads, Mailchimp, and other applications. Businesses can manage all of their marketing efforts from a single platform, saving time and money.

LeadSquared Sales + Mobile CRM

Try out LeadSquared Sales + Mobile CRM with their free trial

LeadSquared provides numerous commercial advantages. It provides businesses with real-time insights into team performance. Its lead collection and management solutions assist businesses in managing their sales pipeline and closing sales. LeadSquared’s mobile CRM features can help sales teams increase productivity and efficiency. The platform’s configurable workflows, flexible pricing, and user-friendly interface benefit businesses of all sizes.

Detailed LeadSquared Sales + Mobile CRM Review

10. Pipeline CRM

Pipeline CRM is designed to help businesses manage and automate their sales processes. Designed by salespeople, it allows sales teams to track leads, manage deals, and analyze data to improve their sales performance.

It helps you visualize and understand your sales pipeline by providing a visual representation of all your deals and where they stand in the sales process. With a clear view of your pipeline, you can easily track the progress of each deal, identify potential bottlenecks or areas for improvement, and make data-driven decisions to move your deals forward. Likewise, Pipeline CRM allows you to set up automated reminders and notifications for follow-ups, so you never miss an opportunity to close a deal.

Pipeline CRM

Try out Pipeline CRM with their free trial

Pipeline CRM’s other key features include email campaigns and tracking, allowing you to create and send personalized emails to leads and track their engagement with your emails. It also offers custom fields, enabling you to tailor your sales process by creating custom fields and capturing specific information unique to your business needs.

Other key features include lead management, sales team management, and account customization. It integrates with popular business tools like MailChimp, Google Apps, Outlook, Zapier, and more, allowing you to streamline your sales process and access all your business tools in one place. These integrations enable you to seamlessly sync data between platforms, automate tasks, and improve efficiency, ultimately leading to increased productivity and revenue growth.

Detailed Pipeline CRM Review

Factors to Consider When Purchasing a CRM Software

CRM solutions do not come cheap. So, you should gauge all of your prospective platforms carefully before you start investing. This way, you don’t waste resources on an application that you can barely use for your operations.

One of the foremost things to consider is deployment. Most modern solutions are now switching to the cloud, which allows users to access the software even when they’re not on-site. Other important considerations are the feature set, how long it takes to learn it, and pricing.

Fortunately, HubSpot CRM ticks all these boxes—and more. It’s also completely free, with a few choice premium features for paid users. However, its base functionalities already outdo some of its paid contemporaries, and it’s lightweight and simple to boot. You can sign up for HubSpot CRM free trial.

Otherwise, if you’re in the market for a solution that can manage your contacts and follow up on leads, we have just the thing for you. Our list of contact management software can help you in this regard.

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.