Top 10 Best CRM Software Tools in 2023 (Latest Rankings)

List and Comparison of the Best CRM Software and Tools that Every Business Should Know:

Customer Relation Management (CRM) can be defined as an organized approach for developing, managing and maintaining a profitable relationship with the customers.

CRM is all about the system of tracking and examining every interaction and communication we have with our customers and clients.

CRM basically provides the organization with a central pool, which assures simplicity, security, and scaling of customer interactions.

All the customers should be registered in the database of the CRM tool with some fields to identify their uniqueness so that the organization can connect with them when required. Thus CRM increases the business profits and customer list and interactions.

There are many types of CRM which are chosen on the basis of customer requirements like Operational CRM, Analytical CRM, and Collaborative CRM.

Features of CRM System:

The correct CRM helps to achieve contact management, Lead Management, Sales forecasting, instant messaging between employees, email tracking and integration with Outlook and Gmail, file, and content sharing and dashboard-based analytics.

There are several famous CRM tools like Salesforce CRM, SAP CRM, ZOHO CRM, Oracle CRM, Microsoft Dynamics CRM, Nimble CRM, Sugar CRM, Hub spot CRM, PIPEDRIVE CRM, CRM Creatio etc.

Benefits:

• It provides a better and improved client/customer relationship.
• It supports improved cross-functionality and thereby increases team collaboration.
• CRM offers strong efficiency in serving clients and more staff satisfaction.
• It reduces cost and manual efforts.

Drawbacks of NOT using a CRM Tool:

• Without CRM it really gets difficult to manage customer contacts in an excel.
• There is always a fight or moving between multiple tools.
• Increases the manual efforts to a great extent.
• Small Scale easily loses tracks of business deals.
• Lesser accessibility of data and lesser customer satisfaction.

Our TOP Recommendations:

Most Popular CRM Software with Features

Enlisted below are the top CRM tools that are available in the market.

Let’s Explore!!

monday.com CRM software will allow you to manage the customer data, interactions, and processes the way you want. It will keep all the data protected. It will allow you to capture the leads online through an integrated contact form. Leads can also be inserted automatically that were captured on other forms. monday.com will allow you to import the leads from various tools.

Developed By: Roy Mann and Eran Zinman.
Type: Private
Headquarters: Tel Aviv-Yafo, Israel
Initial Release: 2010
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based and Open API.
Language Support: English
Annual Revenue: $120M-$150M
Number of Employees: 201-500 employees.
Companies Using Monday.com CRM: WeWork, Discovery Channel, Carlsberg, Wix.com, Philips, etc.

Price: monday.com has four pricing plans i.e. Basic ($17 per month), Standard ($26 per month), Pro ($39 per month), and Enterprise (Get a quote). These prices are for 2 users and if billed annually. It offers a free trial for the product.

Prime Features:

• Session Management
• Advanced Account Permissions
• It will allow automating 100000 actions per month
• It provides an Audit log.
• HIPAA Compliance

Other Features:

• This CRM software will allow you to build and customize the dashboard as per your requirements for gaining insights.
• It will provide a clear overview of sales, processes, performance, etc.
• It will allow you to automate repetitive tasks.
• It has features for setting automatic reminders, due date notifications and assigning new tasks to teammates automatically.

Pros:

• monday.com is an all-in-one solution and easy to use.
• It can be customized to fit your sales workflow.
• It has advanced search capabilities.
• It can also provide time tracking, chart view, and private board features.

Cons:

• monday.com doesn’t provide a free plan.
• Toggling between the views on the project is difficult.

Pipedrive is a very popular Customer Relation Management tool that was built for minimum input and maximum output.

The sole purpose of PIPEDRIVE is to make salespeople unstoppable. It helps to organize your business in such a manner that gives you a superb view of sales and thereby increases productivity. With PIPEDRIVE, we can improve all the workflows.

Refer below the Architecture Flow of PIPEDRIVE CRM:

Developed by: Time Rein, Urmas Prude, Ragnar Sass, Martin Tajur and Martin Hank.
Type: Commercial
Head Quarters: Tallinn, Estonia, New York, USA.
Initial Release: 21st June 2010
Based on Language: JavaScript, HTML, UTF-5, CSS, Google Analytics, Microdata, etc.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: Approx. $12 Million annually till 2018.
Number of Employees: Approx. 350 employees are working currently.

Companies Using PIPEDRIVE CRM: Allied Digital Services Limited, Axopen, LCS Constructor Limited, Fluid Inc., SE2 Inc., Beanbag, Air call, Lefttronic, etc.

Price:

• Essential: $11.90/user/month, billed monthly
• Advanced: $24.90/user/month, billed monthly
• Professional: $49.90/user/month, billed monthly
• Enterprise: $74.90/user/month, billed monthly

Features of PIPEDRIVE:

• It has a good sales pipeline and email integration.
• It provides the setting of goals, contact history, API and mobile App.
• It can be customized, supports multi-environment with 24*7 support.
• It has good reporting, maps integration, email tracking, data import, and export.

Pros:

• It has a simple UI and is Client friendly.
• It has multiple pipelines, customization, and email integration of apps.
• It is very flexible when it comes to modification and graphics.

Cons:

• From within PIPEDRIVE, there is no provision to send mail.
• PIPEDRIVE doesn’t have an inbuilt phone system and there is no feature to track the customer responses on apps.
• The automation department is poor and lacks the ability to create customized reports.
• Extra features like email, phones, etc come with additional charges.

Zoho CRM is a cloud-based Customer Relationship Management system that has been present in the market for over 15 years and caters to SMBs, enterprise customers, and varied types of businesses, irrespective of their size. It is an operational business platform that goes beyond being just a sales pipeline or lead management tool.

Zoho is trusted by 250,000+ businesses across 180 countries. It is the only vendor in the industry with over 40 in-house business apps that supports mobile and integrates with more than 500 popular business apps.

Zoho CRM is the winner of PCMag’s Editor’s Choice Award in 2020 and the Business Choice Award in 2019 (for being the only vendor with a positive NPS score) making it the most recommended CRM by users and critics worldwide.

Developed by: Sridhar Vembu and Tony Thomas.
Type: Commercial/private
Head Quarters: Austin
Initial Release: 1996.
Based on Language: Java
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based, SaaS.

Language Support: A total of 28 languages.

English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Arabic, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Bahasa Indonesian, Vietnamese, Thai, Hindi, Croatian and Czech.

Number of Employees: 10,000+ employees

Clients:Hyatt, Netflix, Amazon, Purolite, IIFL, Saint Gobain, Tassal, Suzuki, etc.

Price:

• Free: Upto 3 users
• Standard: $14
• Professional: $23
• Enterprise: $40
• Ultimate: $52 [Exclusive 30-day trial]
• Custom Quote: On request, along with enhanced security, implementation, onboarding, and training.

Features:

• Omnichannel platform to connect with customers across different channels.
• Sales automation tools to manage leads, contacts, deals, and accounts through workflows and macros.
• Customizable dashboards and reports with multiple options to compare, contrast and derive insights from your data.
• AI-Powered sales assistant, Zia, to help you predict sales outcomes, detect anomalies, enrich data, identify email sentiments and the best time to contact someone.
• Marketing attribution tools provide you with insights into the distribution of your campaign budgets with corresponding ROI data.
• Internal chat feature plus forums, notes, and groups to facilitate effective team collaboration.
• Mobile CRM app to record data, schedule tasks, connect with customers and update information even when you’re offline.
• REST API, deluge functions, widgets, web and mobile SDKs, sandbox and developer edition allows you to extend your CRM’s potential with a mix of low code and pro code.

Pros:

• Quick and easy onboarding. Our migration system, Zwitch, helps you bring all your existing sales data into Zoho CRM in just a few clicks.
• Advanced security features like encryption, audit logs, IP restrictions, and two-factor authentication with customizable access to users.
• Mobile CRM app to stay ahead of the competition and in-touch with your customers anytime, anywhere.
• Flexible contracts and pricing help you pay monthly or annually for only the things you need. No hidden costs.
• 24-hour support for premium users.

Cons:

• Free edition is limited to 3 users.
• Does not offer on-premise solutions.
• Free support limited to 24/5.

Salesforce CRM is one of the world’s leading cloud-based CRM tool/software which provides creative CRM solutions that can be effectively used for all the business requirement companies from high scale enterprises to small start-ups.

Salesforce CRM is based on cloud, scalable and in turn very easy to use too. Customizable and provides a platform for growth and upgrades. Supports mobile and integration.

Suggested reading =>> Top Salesforce Competitors

Salesforce CRM helps to understand customer requirements, it indicates new ways to help, solves issues faster and provides a quick and clean deployment. With just a single view, we can do the selling, serving and marketing like anything.

Refer the below diagram for Salesforce Architecture:

Developed by: Marc Benioff, Parker Harris.
Type: Open Source/Public.
Head Quarters: The Landmark, San Francisco, California, US.
Initial Release: 1999.
Based on Language: APEX and Visual Force.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based
Annual Revenue: Approx. US $8.39 Billion
Number of Employees: Approx. 30,145 employees are working currently.

Clients: Spotify, Amazon Web Services, U.S. Bank, Toyota, Macy’s, T-Mobile, The New York Post, Accenture, Adidas, American Express, and AT&T.

Price:

• Open Source: Completely free
• Lightning Essentials: US $25 and keeps increasing as per the requirements.

Features:

• It provides communities and markets for sales and leads.
• It supports email integration and helps to run applications.
• Salesforce assists in forecasting and keeps the customer engaged all the time.
• It provides chatter, analytics, and real-time visualization.

Pros:

• It provides you a custom dashboard.
• Software navigation is very simple and easy.
• It has a lot of social media capabilities that increase its popularity.
• It is cloud-based and provides business automation with efficient management.

Cons:

• It comes with costly customization and a complex environment as it needs a dedicated team to handle it.
• Salesforce up-gradation creates issues for Clients as the functionalities go hidden.
• Poor technical support staff and a complex process of generating reports.

HubSpot CRM: In today’s competitive market, HubSpot is one of the famous and most commonly used CRM tools. It has created a great impact on its Clients with its powerful mechanism and capabilities. It is free to a huge extent and this attracts most of the Clients.

HubSpot’s simple platform allows Clients to start quickly without even changing much. It is simple and fast and has most of the features that the other CRM’s possess. HubSpot is no doubt provides the best integration CRM environment which the other CRM tools do not provide for free. It is a flexible and powerful software.

Developed by: Brian Halligan, Dharmesh Shah.
Type: Free/Commercial
Head Quarters: Cambridge, Massachusetts.
Initial Release: June 2006.
Based on Language: Java, MySQL, JavaScript, HBase etc.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based
Language Support: English
Annual Revenue: Approx. $375.6 Million annually till 2017.
Number of Employees: Approx. 2000 employees are working currently.

Companies Using HUBSPOT: F1F9, G2 Crowd, Heritage, Vifx, Vipu, Vivo net, Wedo, WeedPro, Track Light, Trust Radius, Thunderbird Online, Skyhook, Skyline, etc.

Price:

The free version comes with several features.

• Starter: US $50
• Basic: US $200
• Professional: US $800
• Enterprise: US $2400

Features:

• It gives you customization, board for tasks and helps to synchronize the marketing department.
• It comes with a good cell phone, Mail and Website integration.
• It helps to manage pipeline with total visibility.
• Logs every activity automatically and can see all the information about the contacts in one place.

Pros:

• It provides an excellent feature for searching companies.
• It continues to work in the background without disturbing the other tools.
• It comes with all famous google features like Gmail, Google Drive, and calendar.
• It keeps the Client records in one place and we can also read the feedback from Clients.

Cons:

• Through HubSpot, we cannot send emails across multiple companies at the same time.
• Its free version doesn’t have all the features.
• No auto-updating on Sidekick and we have to do it manually for the existing companies.

noCRM.io is a lead management tool for small to medium-sized sales teams. It has features for differentiating cold prospects from hot leads, team collaboration, tracking lead communications & interactions, visual and personalized sales pipelines to monitor progress, and many more.

Developed By: noCRM.io
Type: Private
Headquarters: Paris, France
Operating Systems: Windows, Mac, iOS, and Android.
Deployment Type: Cloud-based.
Language Support: English, Spanish, French, Portuguese, German, and Italian.
No. of Employees: 11-50 employees
Companies using noCRM.io: Phenocell, Founder’s Choice, John Taylor, The British Bottle Company, Blueprint Tax, etc.
Price: It starts at $12 per user per month. Billed annually or monthly. A 15-day free trial available.

Prime Features:

• Advanced email management with email tracking, customizable signatures, and templates.
• Advanced security and privacy settings.
• Priority support
• Team management features
• API and Advanced native integrations.

Other Features:

• Customizable Sales Pipeline
• Statistics and reporting
• Built-in Prospecting
• Sales Script Generator
• Email Integration

Pros:

• noCRM.io provides an easy way to create the leads and grow the pipeline.
• It has functionalities for differentiating cold prospects from hot leads.
• It will increase team collaboration.
• It provides high-level security, GDPR & CCPA compliance.

Cons:

• No cons to mention.

Oracle NetSuite offers a cloud-based CRM solution that provides a 360-degree view of your customers in real-time. It contains all the functionalities like sales order, fulfillment, renewal, upsell, cross-sell, etc.

Developed by: Oracle
Type: Private
Headquarters: California, US
Operating Systems: Android, iOS, and Web-based.
Deployment Type: Cloud-based
Language Support: English
Number of Employees: 10,001+
Companies Using Oracle NetSuite: BagoSphere, Bankstown Sports Club, Biomonde, etc.

Price: You can get a quote for pricing details. A free product tour is available.

Prime Features:

• Quotes
• Order Management
• Commissions
• Sales Forecasting
• Integrated e-commerce capabilities

Other Features:

• SFA
• Customer Service Management
• Marketing Automation

Pros:

• Oracle NetSuite CRM will streamline lead-to-cash processes.
• Your sales performance will get improved because of forecasting, upsell, and commission management.
• You will be able to manage global sales and services organizations.

Cons:

• No such cons to mention

Freshmarketer is a powerful all-in-one CRM tool that caters to the unique needs of eCommerce businesses. The platform allows businesses to engage with their customers seamlessly across SMS, Whatsapp, chat, and email channels. You can offer a much more personalized customer experience as Freshmarketer gives you a 360 degree context into your customers.

Developed By: Vijay Shankar, Shan Krishnasamy
Type: Private
Headquarters: California, USA
Initial Release: 2010
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based.
Language Support: 30+ Languages supported.
Annual Revenue: $105M
Number of Employees: 5001-10000 employees.
Companies Using Freshmarketer: Pearson, Blue Nile, Honda, Fiverr, Vice Media. 

Price: Freshmarketer is free to use for hundred marketing contacts. Its premium plan starts at $19/month. A 21 day free trial is also available.

Prime Features

• Email and SMS Marketing
• Multichannel Engagement
• Social Media Campaign Management
• Marketing segmentation

Other Features

• 360 degree customer view
• Unified customer data
• 24/7 Chatbot
• Customizable CRM

Pros

• Easy to set and deploy
• Flexible pricing
• CRM, sales, and marketing management all in one tool

Cons

• Documentation isn’t that great.

ACT! is a CRM, sales, and marketing automation platform. It has a completely customizable dashboard. It can be integrated into Outlook, Zoom, DocuSign, etc. You can prioritize your task list here.

It offers tools for capturing prospects, marketing tools, and tools to build stronger relationships. Marketing automation functionalities will perform repetitive and manual tasks. You just need to set up communications once and the tool will process further.

Developed By: Act!
Type: Privately Held
Headquarters: Scottsdale, Arizona
Initial Release: 1 April 1987
Operating Systems: Microsoft Windows
Deployment Type: Cloud-based and On-premises.
Annual Revenue: $100K to $5 M
Total Employees: 51-200 employees
Companies using Act! CRM: The Sherman Sheet, Cardinal Realty Group, Mercer Group, Inc. CharterCapital, Tramac, etc.

Price: Act! Offers cloud-based as well as on-premise solutions. An on-premise solution’s price starts at $37.50 per user per month. It has three pricing solutions, Starter ($12 per user per month), Professional ($25 per user per month), and Expert ($50 per user per month).

Top Features:

• Act! CRM can provide sales pipeline insights instantly.
• It has email marketing features and more than 170 responsive templates.
• It has capabilities for email tracking & metrics, drip marketing, surveys, campaign calendars, etc.
• It has features for lead management & scoring, event marketing, asset tracking, etc.

Other Features:

• Act! CRM has an interactive template editor.
• It offers functionalities for automating and managing the entire workflow from start to finish.
• Its advanced lead capture capabilities will take your lead capturing to the next level.

Pros:

• Act! CRM offers the solution with transparent fees and there will not be any hidden fees.
• It keeps your communications, calendar, and important documents in sync.
• It supports unlimited contacts.

Cons:

• As per reviews, customer service needs an improvement.
• It is a bit pricey as compared to its competitors.

Freshsales is a fully-featured sales CRM platform that provides you with all the tools you need to simplify sales operations. The platform allows you to track a customer’s entire lifecycle, right from the moment they visit your website to their eventual conversion.

Freshsales also comes equipped with an intelligent AI, which helps you get a bird’s eye view of all current deals, especially highlighting those deals that need your attention the most. You also get measurable metrics that accurately inform you about your company’s sales performance.

Type: Private
Headquarters: San Mateo, California, USA
Initial Release: 2010
Operating System: iOS, Android, Windows, Mac, Web-Based
Deployment Type: Cloud-Based
Language Support: English
Annual Revenue: $364 million to $366.5 million
Number of Employees: 4300
Companies Using Freshsales: Dunzo, Sify, MTR, PharmEasy, Blue Nile, Cadence Health.

Top Features

• Event Tracking
• Create custom reports
• Automated and Personalized Emails.
• Respond to leads, analyze dashboards, etc. on the go via the Mobile app.
• Built-in phone, chat, and email features.

Verdict: Freshsales can be used as an effective CRM tool to nurture the best leads possible for your business, close deals, manage multiple pipelines and so much more. With Freshsales, it is incredibly simple to maintain and access the records of every single customer and the prospect you’ve ever done business with. This is why Freshsales has our highest recommendation.

Price: Free Plan Available, 21-day free trial available for premium plans. Growth Plan: $15/user per month, Pro: $39/user per month, Enterprise: $69/user per month.

Salesmate is a CRM & customer journey platform with powerful features of call recording, call masking, voicemail drop, call transfers, etc.

You will be able to connect your sales and support inboxes to receive all the messages in one place. It helps you to deliver 5 times faster and more exceptional customer experience. It contains the functionalities for automating business workflows.

Developed By: Salesmate
Type: Privately Held
Headquarters: Charlotte, North Carolina
Operating Systems: Web-based, iOS, and Android
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: < $5 Million
Number of Employees: 51-200 employees
Companies using Salesmate: Sony Music, Faciliteq, Kissflow, Factorial Complexity, etc.

Price: Salesmate offers the solution with four pricing plans, Starter ($12 per user per month), Growth ($24 per user per month), Boost ($40 per user per month), and Enterprise (Get a quote). The platform can be tried for free for 15 days.

Prime Features:

• Contact management
• Built-in calling functionality
• Google CRM
• Messenger
• Reporting

Other Features:

• Sales pipeline
• Sales Automation
• Marketing Automation

Pros:

• Salesmate provides enterprise-grade security.
• It is completely customizable and you can get the system started quickly.
• It provides personalized support through one-on-one video, live chat, email, and phone.
• It offers the solution with affordable pricing.

Cons:

• No such cons to mention.

Keap which is formerly Infusionsoft offers a CRM, sales, & marketing automation platform. The solution has features and functionalities for all types of businesses. It has editions for solopreneurs & new businesses, growing businesses, and established businesses.

Established businesses and teams can optimize the sales pipeline and grow online revenue. The tool contains the capabilities for CRM, secure payment platforms, ecommerce, and advanced automation.

Developed By: Scott and Eric Martineau
Type: Private
Headquarters: Chandler, Arizona
Operating Systems: Web-based, Android, & iOS.
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: $100 million (USD)
Number of Employees: 501-1000 employees
Companies using Keap CRM: Hear and Play, Math Plus Academy, TITIN Tech – Story, Agency 6B, etc.
Price: Keap offers a free trial of 14 days. There are three pricing plans, Lite ($40 per month), Pro ($80 per month), and Max ($100 per month).

Prime Features:

• Lead Scoring
• Landing Pages
• Sales Pipeline
• A/B email testing

Other Features:

• CRM, Sales & Marketing Automation, Email Marketing, Payments, etc.
• It will let you sort the contacts into segmented lists that help with sending the right message to the right people.
• It offers the functionalities for creating the custom forms and allows embedding them to website or landing pages.
• It has features for sending emails, making a call, etc.
• It is a platform for creating a personalized, customized sales and marketing process.

Pros:

• Keap offers a fully customizable platform.
• It is easy to set up automation.
• It allows integration with the programs like PayPal.

Cons:

• Keap is an expensive tool.

Sendinblue features a CRM system that allows you to manage all your customers’ relationships in one place. Sendinblue greatly simplifies the CRM process. It doesn’t require any installation. All you have to do is upload your contact information and Sendinblue will do the rest. Sendinblue effectively centralizes all your contact information.

From calls to notes related to meetings, Sendinblue will organize them completely without a hassle. You only need to make updates once after all your information is uploaded to Sendinblue’s CRM contact profile. From here, you can create tasks on CRM, assign the tasks to different team members, and also set deadlines for your tasks.

Developed By: Kapil Sharma and Armand Thiberge
Type: Private
Headquarters: Paris, France
Initial Release: 2007
Operating System: Mac, Windows, iOS, Android.
Deployment Type: Cloud, Saas, Web-Based, Desktop and Mobile.
Language Support: Supports 15 languages
Annual Revenue: $46.5 million.
No. of employees: 400
Companies using Sendinblue: Marcel, InFocus, Edwart Chocolatier, Les Raffineurs, etc.
Price: Free for 300 emails per month, Lite Plan starting at $25/month, Premium starting at $65/month, Customizable Enterprise Plan is also available.

Prime Features:

• Easy CRM Set-up
• Centralize Contact Information
• Easy CRM Profile Organization
• Create and Track CRM Tasks

Other Features:

• No installation of special service needed to get started with Sendinblue’s CRM.
• Organize contacts in CRM on the basis of source of acquisition, similar acquisitions, and other such criteria.
• Automate contact list management and follow-up emails.
• Allows you to keep teams organized
• Track every interaction with customers.

Pros:

• Very easy to use and set-up
• Superior marketing automation
• Easily organize contact list of a CRM.
• Very effective Live chat for excellent customer support.

Cons:

• Nothing significant.

Bonsai is a powerful CRM tool that allows you to manage all key information pertaining to clients in a single centralized place efficiently. You can use Bonsai to add leads, existing client info, and internal notes that can help keep track of all crucial contacts. The platform allows you to organize all documents and other information pertaining to a project in a hassle-free mannner.

You can set up custom project view to manage contacts as well as payments made by clients. The platform also affords its users the privilege to invite collaborators to the project for free so they can work on it together. At the end of the day, what really makes Bonsai shine as a CRM tool are its impeccable time-tracking and task management capabilities.

Developed By: Matt Brown, Matt Nish and, Redkon Gjika
Type: Private
Headquarters: San Francisco, California, USA
Initial Release: 2016
Operating Systems: iOS, Android, Mac, Windows
Deployment: SaaS, Web-Based
Language Support: Only English
Revenue: $6.6 Million
No. of Employees: 10 – 50
Clients using Bonsai: The software is largely used by freelancers.

Price: There are three pricing plans, The Starter Plan costs $24/month, The Professional Plan costs $39/month, and The Business Plan costs $79/month. A free trial is also available. 2 years free if you switch to the annual pricing model.

Prime Features:

• Lead Management
• Custom Project Organization
• Time Tracking
• Task Management

Other Features:

• Automatic Invoicing
• Craft Proposals from scratch
• Customizable contract templates
• Financial Management
• Tax management

Pros:

• Tons of templates to choose from when crafting proposals, invoices, or contracts.
• Add collaborators for free.
• Over 180 currencies supported.
• International coverage across countries like the UK, Australia, USA, and Canada.

Cons:

• Only supports the English language
• Limited integrations

EngageBay’s CRM & Sales Bay helps you track deals in your sales pipeline and build better relationships with your customers.

With a simple pipeline for sales to eradicate miscommunication and confusion, the CRM & Sales Bay does an amazing job at aiding sales growth and fosters better customer relations.

Developed By: Sreedhar Ambati
Type: Private
Headquarters: Mountain House, CA.
Initial Release: 2017
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based.
Language Support: English
Annual Revenue: Approx. $0.5M+
Number of Employees: Approx. 30 employees.

Prime Features:

• Contact Management
• Visual Deal Pipeline
• Appointment Scheduling
• Task Management
• Automated Data Entry
• Email Tracking
• Reporting
• Team Engagement
• Sales Reporting

Other Features:

• The CRM software allows you to manage and track deals.
• You can collaborate with the team through its shared team inbox.
• It allows you to save text templates and send bulk messages.
• You can make and receive calls from within the CRM.
• You can easily synchronize with the Marketing & Support departments.

Pros:

• CRM is absolutely free to use forever.
• EngageBay provides good automation features and can reduce the data entry time substantially.
• Tightly integrated with Marketing & Support functions.
• Provides 24/7 prompt and friendly support.

Cons:

• Limited native integrations. But Zapier is helpful in this regard.
• Lacks invoice generation.

Zendesk is a sales CRM software designed to make the jobs of sales personnel in any organization tenfold easier. With the primary goal of deal closure and customer satisfaction in mind, this integrated tool streamlines daily sales tasks, tracks conversions, facilitates performance visibility, and improves sales pipeline management.

With Zendesk, a sales team gets the luxury of performing multiple functions from a centralized platform, in just a few clicks. Sales execs can schedule meetings, make calls, and monitor deal history without breaking a sweat. Furthermore, the platform’s mobile application helps you avail of all its features on the go, thus making sure your sales department get the attention it deserves even when you are on the move.

Developed By: Mikkel Svane, Morten Primdahl, Alexander Aghassipour
Type: Public
Headquarters: San Francisco, USA
Initial Release: 2018
Operating Systems: iOS, Android, Mac, Windows
Deployment Type: SaaS
Language Support: 30 languages including English supported
Annual Revenue: $169.65 million
Total Employees: 5000 Active Employees (Approx)
Companies using Zendesk sell CRM: Intermind, Staples, Shopify, Mailchimp, Instacart.

Price: Zendesk has three pricing plans. The “Sell Team” plan will cost $19 per user per month. The Sell Professional plan will cost $49 per user per month and the Sell Enterprise plan will cost $99 per user per month. A 14-day free trial is also available.

Top Features

• Sales Reporting and Analytics
• Sales Prospecting
• Seamless Integrations and API
• Sales Email Intelligence
• Native Dialer

Other Features

• Immediately log and record all contact-related emails in Sell. Receive real-time push notifications every time a prospect reads or clicks on an email.
• Initiate a call with just a click. Immediately log and record all outgoing and incoming calls.
• Connect Zendesk with all existing tools and applications currently being used by your business.
• Build a targeted list of prospects across multiple channels.
• Visually impressive customizable reports and analytical dashboards.

Pros

• Multiple email templates to help create and save sales emails.
• Centralized dashboard to perform and monitor all sales-related activity.
• Engage leads automatically by sequencing emails and tasks.
• Mobile Sales CRM Application.
• Robust customer support.

Cons

• No free plan

#17) SugarCRM

In today’s market, SugarCRM is one of the rising customer management tools that serves thousands of companies that require good management for sales and marketing.

SugarCRM is quite impressive with a variety of communication options that it provides at a decent and affordable price. It also gives the flexibility to its Client for choosing the deployment method.

Refer the below Architecture Diagram of SugarCRM:

Developed by: Clint Oram, John Roberts, and Jacob Tylor.
Type: Commercial/private
Head Quarters: Cupertino, California, US.
Initial Release: 2004.
Based on Language: Lamp Stack (Linux, Apache, MySQL, PHP)
Operating Systems: Linux, Windows, Android, iPhone, MAC, Web-Based, etc.
Deployment Type: Cloud-Based
Language Support: English, German, Spain, France.
Annual Revenue: Approx. US $96 Million and keeps growing.
Number of Employees: Approx. 450 employees are working currently.

Clients: CA Technologies, Coca-Cola, Dassaul System, Linder, Loomis, LUEG, Marathon, Reebok, the List, Ticomix, VMware, Zenoss, etc.

Price:

• Open Source: Trial version is completely free
• Sugar Professional: US $40 and keeps increasing.

Features:

• SugarCRM provides good sales, support automation, and lead marketing.
• It is a cloud-based deployment with good customization and online support.
• It has centralized storage with expanded workflows and role-based views.
• It has reference integration with SQL, MySQL, and Oracle support.

Pros:

• It helps to host instances on-site so that customization becomes a lot easier.
• It comes with all the features at an affordable price.
• Its centralized storage and integrated management of a project are beneficial.
• Overall, SugarCRM API and reporting is very impressive.

Cons:

• It has many breaks in a workflow.
• It has a difficult learning curve.
• A lot of manual programming is required for any customization.
• Development is quite complex for developers.

#18) SAP CRM

SAP CRM is one of the famous Customer Relation platforms that is developed to support improved working capabilities and also provides you with a very good customer interaction experience for better business growth.

SAP CRM allows deploying the application either in the cloud or on-premise depending on the customer requirement. It plays a vital role in boosting customer engagement, sales, and marketing. It automates and integrates all the customer-facing activities.

Refer to the below SAP CRM Architectural Diagram:

Developed by: SAP SE.
Type: Commercial/private.
Head Quarters: Walldorf, Germany.
Initial Release: 2008
Based on Language: Java, ABAP
Operating Systems: Windows, Mac, Web-Based, etc.
Deployment Type: Cloud-Based, On-Premise.
Language Support: English, German, Spanish, Chinese, Swedish, Portuguese, Dutch, etc.
Annual Revenue: Approx. 23.5 Billion Euros and growing since 2001-2018.
Number of Employees: Approx. 89000 employees are working currently.

Clients: Accenture PLC, Agilent Technologies, Tribridge, Patterson Companies, Success Factors, Kitchen Aid, Oxy etc.

Price: There is no official information about the prices provided by SAP. The client needs to contact the SAP Company in order to get Enterprise Pricing for their requirements.

Features of SAP CRM:

• It supports automating Salesforce with lead management.
• It helps to recover contact history, contact and document management.
• It comes with a good sales report and partner management.
• It supports tracking of time, pipeline and marketing Emails.

Pros:

• Its integration with ECC and BW is excellent.
• It provides many varieties of reports, tools, and views for analyzing and forecasting.
• It provides a decent 360-degree view for all the customers.
• It is extremely robust and flexible with tons of features.

Cons:

• It does not have a good interface UI.
• Deploying application on-premise with SAP CRM requires a very technically skilled professional.
• Its cost is too high and more manual efforts are required to configure things.
• It does not have a good social capability, hence getting social network centralized is very tough.

#19) Nimble CRM

Nimble is a famous CRM software that was developed for professionals and organizations to establish a better client-customer relationship in the multi-environment and crowded world.

It provides a fast and quick approach for monitoring, engaging and increasing business relationships. It helps to combine communications, customers into a single platform for simple understanding.

Refer the below diagram for Nimble Architecture:

Nimble has been awarded as the No. 1 CRM by FitSmallBusiness in 2017, No. 1 CRM by G2 Crowd in 2018, No.1 Sales Integrated Tool by G2 Crowd in 2018, and Market Leader for Email Tracking Software by G2 Crowd.

Developed by: John Ferrara.
Type: Commercial/private.
Head Quarters: San Jose, CA, USA.
Initial Release: 2008.
Based on Language: R language, uses C++ to compile.
Operating Systems: iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based
Language Support: English
Number of Employees: Approx. 5000 employees are working currently.

Clients: SKYMAX, TOTUS TUUS, INTERMEDIO, THINGS WITH WINGS, Wayferry, You too, Irun run, AP Consulting, Global Brain force, Hunter, Egentia, etc.

Price:

• Nimble Contact: US $9
• Annual Revenue: Approx. $100 to $500 USD per year

Features:

• It provides good customer contact management for a multi-environment with social listening and engagement.
• It is simple and client-friendly, thereby allowing all social media searching through it.
• We can check signals, set reminders, and can extend nimble with more tools.
• Here we can assign a task to anyone with improved sales pipeline tracking and reporting.
• API, Custom fields, Email signature capture, Smart App, group messages etc.

Pros:

• It provides an excellent plugin of chrome and automatically aggregates the social accounts, thus manual efforts are reduced to a great extent.
• It offers a smart app that really helps to collect information about a person and stores it in its database.
• It provides a centralized place for having emails, CRM related data and calendar.
• It includes a handy feature of creating lists and group message facilities.

Cons:

• It doesn’t have a good email editor.
• It comes with a very poor deal management system.
• It lacks the integration of slack and syncing with programs is not good.
• It comes with only one pipeline which n turn is a major drawback.

#20) Oracle CRM

Oracle CRM is one of the renowned and trusted CRM tools in today’s market among all the customers. Oracle CRM gives you a complete, Integrated and Extensible Application Suite for modern customer experience.

Oracle CRM provides you reliable solutions for Marketing, Sales, Commerce, Social Platforms, Service and CPQ. It is robust and has a variety of deployment models. It helps to create good and healthy relationships with the customers.

Refer below the Architecture of Oracle CRM:

Developed by: Oracle
Type: Commercial
Head Quarters: Redwood City, California, USA.
Initial Release: 12th Sept 2005.
Based on Language: Siebel
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based etc.
Deployment Type: On-Premise
Language Support: English, Chinese, German, Japanese, Indian.
Annual Revenue: Approx. $11.8 Billion annually until 2018.
Number of Employees: Approx. 1, 38,000 employees are working currently.

Companies Using Oracle CRM: Accenture, TCS, Fusion5 Limited, Hyro Asia Limited, Larsen and Turbo, Wipro Technologies, Birla soft, Zensar Technologies, etc.

Price:

• Starting: US$75, Standard Version: US $90, Enterprise Version: US $125
• Self-Deployed Version: US $110

Further Reading => Most Popular CRM Software for Insurance Agents

Features of Oracle CRM:

• It provides social interactions with good integration of Client data.
• It supports business intelligence applications with self-service and e-billing.
• It provides integration with Siebel CRM and CRM gadgets.
• It has a good price and partner relationship management.

Pros:

• It helps in tracking Sales, Leads, and Opportunities.
• It has a very simple installation and integration with all the other Oracle tools is good.
• It helps to increase production and emphasizes on selling rather than looking.
• Good report and forecast feature.

Cons:

• Oracle CRM has a weak UI and hence it is not so Client friendly.
• The application becomes slow and has a complex learning curve.
• Integration can be improved.

Click here for the official website.

Further Reading => Explore the BEST Facebook Lead Ads Integrations For Your CRM

#21) Microsoft Dynamics CRM

Microsoft Dynamics CRM is a popular and strong CRM software. It helps to streamline the processes and increases profit in sales, marketing and service divisions.

It helps to create a strong bond with the customers thereby satisfying their expectations and requirements. It keeps centralized information of the customer and automates interactions. It is a server-client software.

Refer below the Architecture of Microsoft Dynamics CRM Tool:

Developed by: Microsoft
Type: Commercial
Head Quarters: Redmond Washington, USA.
Initial Release: 2003 Microsoft CRM 1.0
Based on Language: Net framework
Operating Systems: Linux, Windows, Android, Web-Based, etc.
Deployment Type: Cloud and On-Premise
Language Support: English
Annual Revenue: Approx. $23.3 Million annually till 2018.
Number of Employees: Approx. 1, 31,000 employees are working currently.

Companies Using Microsoft Dynamics CRM: 4Com, BluLink Solution, Calspan Corporation, Dallas Airmotive Inc, Extended Stay America, Cap Gemini, TCS, HCL, GE, Infosys, HCL, etc.

Price:

• Customer Engagement Plan: US $115
• Unified Operations Plan: US $190
• Dynamics 365 plan: US $210
• Applications and offers: US $40 to $170

Features:

• It helps to centralize the data of contact, sales, marketing.
• It helps to visualize the information and helps to automate data with workflows.
• It has android, IOS, windows and web apps and creates a new database for the already available data.
• It helps to create data of the customers into excel formats.

Pros:

• Good Client interface which is simple and easy to use.
• Supports both SaaS and on-premise.
• It provides automated workflows and thereby reduces manual efforts.
• It offers high customization.

Cons:

• Good compatibility with Microsoft products but slows down while interacting with others.
• Complex learning curve.
• It is growing its functionalities in terms of cloud until now.
• The capability to clone records is missing.
• Global Searching is left out in one version.

Click here for the official website.

#22) CRM Creatio

CRM Creatio is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service, and operations to ensure improvised customer satisfaction. It has many excellent capabilities that are very powerful and at the same time is very Client friendly. It supports cross-functional orchestration.

Developed by: CRM Creatio
Type: Commercial
Head Quarters: Boston, Massachusetts.
Initial Release: 2002
Based on Language: JavaScript, HTML, UTF-5, CSS, Google Analytics, Microdata, etc.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-based and on-premise.
Language Support: English, Dutch, German, Czech, Italian, Spanish, etc.
Annual Revenue: Approx. $49.1 Million
Number of Employees: Approx. 600 employees are working currently.

Companies Using PIPEDRIVE CRM: Amdocs, Baskin Robbin, ABB, OKI, Heinz, Loreal, Allianz, Yandex, Tredway, Visteon, Grindex, Ericsson, etc.

Price:

FOR SALES:

• Team Package: US $25
• Commerce Package: US $30
• Enterprise Package: US $50

FOR MARKETING MODULE:

• Active Contact Package: US $27
• Client License: US $50

FOR SERVICE MODULE:

• Customer Centre Package: US $35
• Service Enterprise Package: US $50

Prime Features:

• 360° Customer View
• Business Process Management
• Collaboration Tools
• Lead Management
• Opportunity Management
• Document Flow Automation
• Mobile CRM
• Analytics
• Contact Center
• Case Management
• Service Catalogue
• Knowledge Management

Other Features:

• It supports data integration with Social media accounts.
• Lead and Time management with export functions and calendar inbuilt.
• Sales management for business growth and knowledge management library.
• It supports multi-environment with mobile IOS and Android apps.

Pros:

• Simple, Client friendly, and has many features.
• Very good sales support team.
• Automating data is powerful.

Cons:

• The number of connectors can be increased.
• While in the custom zone, it gets difficult to debug.
• It doesn’t have a good dashboard.

#23) Salesflare

Salesflare is a CRM software for startups and small businesses. It can collect data from social media, company databases, phone, etc. It provides visual pipelines and powerful insights.

It is an intuitive and easy-to-use software that gives you full control of your sales.  It can be used on desktop, mobile, or from the sidebar in your email inbox. It can be integrated with more than 400 other productivity tools like Trello and Mailchimp.

Type: Private
Headquarters: Antwerp, Flemish region.
Founded in: 2014
Operating Systems: Windows, Mac, Linux, Android, and iOS.
Deployment Type: Cloud-Hosted & Open API
Language Support: English
Annual Revenue: Up to $3M
Number of Employees: 1-10 employees.

Price: Salesflare CRM software will cost you $30 per user per month. These prices are for annual billing. For the monthly billing, the cost will be $35 per user per month. It offers a free trial for 14 days.

Prime Features:

• Salesflare provides automation features like automated address book, automated timelines, automated file repository, sending of automated emails based on triggers, etc.
• It can do the automatic gathering of company and contact info like emails, LinkedIn profiles, etc.
• You will get everything in one place: address book, communication, tasks, etc.
• It can provide task suggestions.

Other Features:

• Salesflare provides collaboration features.
• It gets integrated seamlessly with your whole toolset.
• It provides personal and quality chat and email support.

Pros:

• Salesflare provides good automation features and can reduce the data entry time by 70%.
• It provides the same support, no matter to which plan you have subscribed to.
• For technical advice, a developer will be available.

#24) FreeAgent CRM

FreeAgent offers a CRM platform that gives complete visibility into day-to-day activities, real-time collaboration, and code-free customization. It helps with optimizing sales, marketing, customer success, project management, etc.

Developed By: FreeAgent
Type: Privately Held
Headquarters: Walnut Creek, California
Operating Systems: Web-based platform.
Deployment Type: Cloud-based
No. of Employees: 51-200 employees

Price:

• Monthly as well as annual billing plans.
• Help Desk: $50 per user per month.
• B2B Customer Service: $75 per user per month.

Features:

• Automation features like automated assignments, condition-based automations, etc.
• Reporting tools like cycle time analytics, widgets, dashboards & dashlets, etc.
• FreeAgent CRM has process management capabilities like custom stages, approval workflows, etc.

Pros:

• FreeAgent CRM is a customizable platform and will let you tailor every aspect of the system.
• It offers personalization features like homepages, personal themes, and favorites.
• It supports integrations with Office 365, Mailchimp, Zapier, Twilio, Google Workspace, etc.

Cons:

• No such cons to mention.

#25) ClickUp

ClickUp is an all-in-one platform for planning, tracking, and managing all types of work with project management. It has a facility for the automatic import of the work instantly from other tools.

ClickUp offers flexible pricing options that make the platform suitable for freelancers as well as businesses of any size. It can be used by various teams such as HR, IT, Sales, Marketing, etc.

Type: Privately Held
Headquarters: San Diego, California.
Initial Release: 2017
Operating System: Windows, Mac, Linux, Android, iOS, and Web-based.
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: $73 Million
Number of Employees: 201-500 employees
Companies using ClickUp: Google, Airbnb, Uber, Nike, etc.

Price: ClickUp offers a forever-free plan. There are four more pricing plans, Unlimited ($5 per member per month), Business ($9 per member per month), Business Plus ($19 per member per month), and Enterprise (Get a quote).

Prime Features:

• Advanced permissions.
• Unlimited custom roles.
• Access to managed services.
• Single sign-on.

Other Features:

• ClickUp provides the feature of ‘everything view’ that gives a birds-eye view for all tasks across every level of the organization.
• It has features of customizable tasks, nested subtasks & checklists, etc.
• It can provide more than 15 powerful views.
• ClickUp has functionalities for automation, relationships, integrations, etc.

Pros:

• ClickUp offers 100MB of storage even with a free plan.
• It supports unlimited members and tasks.
• It has two-factor authentication and real-time chat.

Cons:

• As per the customer reviews, the platform has a little learning curve.

#26) BIGContacts

BIGContacts customer relationship management tool empowers small to medium-sized businesses to better manage their prospects and customers. With advanced marketing automation and reporting capabilities, this CRM tool can be a valuable companion for your business’s growth.

BIGContacts is incredibly simple to implement and navigate. You can capture and store all essential information, including social media activity and previous touches, for all your contacts in one place.

The tool is highly customizable and can be integrated with your existing business tools with ease. You can also use it to send emails, schedule meetings, and collaborate with team members.

Developed by: Bob Walton (Acquired by ProProfs)
Type: Private
Headquarters: Colorado Avenue, Santa Monica, California, USA
Initial Release: 2006
Operating Systems: Windows and web-based
Deployment Type: Cloud-based
Language Support: English
Number of Employees: 150-200 employees

Price: BIGContacts offers three pricing plans i.e. BIG ($5/user/month), BIGGER ($15/user/month), and BIGGEST ($25/user/month), billed annually. BIGContacts also offers a 30-day free trial.

Prime Features:

• Contact management
• Customizable dashboard
• Email marketing integration
• Custom sales pipeline
• Team and individual calendar
• Social media tracking
• Automated tasks and reminders

Other Features:

• You can easily customize the CRM dashboard to include the most relevant information.
• You can use report templates or create custom reports with ease.
• Capture more leads by connecting webforms with the CRM.
• Multiple integrations can help you manage your business processes easily.
• Get a complete overview of your pending tasks, contact data, and communication history in one place.

Pros:

• Affordable pricing
• Automated reminders for follow-up
• Clutter-free and easy to use
• Workflow management
• Email and letter templates
• Easy data import
• Helpdesk integration

Cons:

• The UI of the mobile CRM has scope for improvement.
• The search feature could be more intuitive.

Conclusion

The CRM Tools have been used aggressively among all the companies for maintaining the organization workflows and a healthy and strong relationship with the customers.

For Small Scale Industries: HUBSPOT, Nimble, CRM Creatio would be good as their cost is very low and affordable with most of the features and it doesn’t require a dedicated team towards it.

For Medium Scale Industries: monday.com, HUBSPOT, Nimble, SugarCRM, ZOHO would be a good choice as again the price is less and provides vast features.

For Large Scale Industries: monday.com, SAP, Salesforce, PIPEDRIVE, Oracle CRM would be a better choice as their enterprise edition is costly and provide good features for big companies to handle their vast customer data and for security reasons as well.

Suggested reading =>> Top Real Estate CRM Software

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