In this article we bring you a quick review of 20 CRM softwares that can help streamline your business processes. With the ever-changing market and customer demands, it is important to have an effective CRM system in place. Read on to find out which CRM software best fits your needs.
Table of Contents
What Is a CRM Software?
A CRM software, or Customer Relationship Management software, is a powerful tool designed to assist businesses in managing their interactions and relationships with customers. Acting as a central hub, it stores customer information, tracks sales leads, manages marketing campaigns, and provides customer support. By utilizing CRM software, businesses can streamline their processes, improve customer service, and boost overall productivity.
With features such as contact management, lead tracking, and task management, CRM software allows businesses to effectively manage and nurture their customer relationships.
The first CRM software was developed in the 1980s, marking a significant milestone in the way businesses engage with their customers.
Why Do You Need a CRM Software for Your Business?
A CRM software is crucial for any business for a variety of reasons. Firstly, it allows for efficient management of customer relationships by organizing data, interactions, and preferences. This facilitates personalized communication and targeted marketing efforts. Secondly, a CRM software promotes collaboration and productivity among team members by providing a centralized platform for sharing information and tracking customer interactions. Furthermore, it enhances customer service by enabling prompt addressing of inquiries and issues. Lastly, a CRM software offers valuable insights and analytics, aiding in data-driven decision making and identifying areas for improvement in business processes.
What Are the Top 20 CRM Softwares for Businesses?
In today’s fast-paced business world, having a reliable CRM software is crucial for managing customer relationships and streamlining sales processes. With so many options available, it can be overwhelming to choose the right one for your business. In this section, we will provide a quick overview of the top 20 CRM softwares, ranging from well-known brands like Salesforce and HubSpot to lesser-known but highly effective options like Nimble and Apptivo. Each software offers unique features and benefits, and by the end, you’ll have a better understanding of which one may be the best fit for your business needs.
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Salesforce is a leading CRM software that can greatly benefit your business. Here are the steps to get started with Salesforce:
- Define your business needs and goals.
- Research and compare Salesforce plans and pricing options.
- Sign up for a Salesforce account and choose the edition that suits your requirements.
- Customize Salesforce by creating custom fields, layouts, and workflows.
- Import your existing data into Salesforce to populate your database.
- Train your team on how to use Salesforce effectively.
- Start using Salesforce to manage contacts, track sales activities, and generate reports.
Salesforce was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez. It quickly became a pioneer in cloud-based CRM software and has since grown into one of the most successful and widely used CRM platforms in the world.
HubSpot is a widely-used CRM software that offers a variety of features for businesses. These include:
- Contact management
- Sales pipeline management
- Email marketing integration
- Customization options
- Reporting and analytics
With its user-friendly interface and intuitive navigation, HubSpot makes it simple for teams to collaborate and stay organized. Its comprehensive set of tools allows businesses to streamline their sales and marketing processes, track customer interactions, and analyze data to make informed decisions.
As a helpful tip, businesses can take advantage of HubSpot’s extensive library of resources and training materials to fully utilize the software and improve their overall CRM strategy.
3. Zoho CRM
Zoho CRM is a powerful software that can streamline and enhance your business operations. Here are some steps to consider when using Zoho CRM:
- Set up your account: Create an account on the Zoho CRM website and provide the necessary information.
- Customize your CRM: Tailor your CRM to meet your business needs by adding custom fields, modules, and layouts.
- Import your data: Easily import your existing customer data into Zoho CRM for a seamless transition.
- Manage your contacts: Use Zoho CRM to organize and track all your customer interactions, including emails, calls, and meetings.
- Automate workflows: Take advantage of Zoho CRM’s automation features to streamline repetitive tasks and improve efficiency.
By following these steps, you can effectively utilize Zoho CRM to optimize your business processes and drive growth.
Pipedrive is a well-respected CRM software that provides excellent contact and sales pipeline management for businesses. Its seamless integration with email marketing allows for efficient communication with customers. Additionally, Pipedrive offers customization options, allowing businesses to personalize the software to fit their specific needs. The reporting and analytics features also enable businesses to monitor their sales performance and make informed decisions based on data.
When considering a CRM software, be sure to take into account Pipedrive’s user-friendly interface and its ability to streamline sales processes. Pipedrive is a valuable asset for businesses seeking to enhance their customer relationship management and increase sales productivity.
Freshsales is a popular CRM software that can help businesses streamline their sales processes and improve customer relationships. Here are some steps to consider when using Freshsales:
- Set up your Freshsales account and customize it according to your business needs.
- Import your existing contacts and leads into the Freshsales system.
- Create and manage your sales pipeline by adding deals and tracking their progress.
- Utilize the email tracking feature in Freshsales to monitor interactions with your prospects.
- Take advantage of the built-in analytics and reporting in Freshsales to gain insights into your sales performance.
Pro-tip: Regularly update and maintain your Freshsales database to ensure accurate and up-to-date customer information.
Insightly is a CRM software that offers various features to streamline business operations. To make the most out of Insightly, consider the following steps:
- Assess your business needs: Identify the key areas where Insightly can improve your processes and efficiency.
- Research Insightly: Explore the Insightly website, read customer reviews, and compare its features with other CRM options.
- Take advantage of the free trial: Sign up for the Insightly free trial to test its functionalities and see if it aligns with your business requirements.
- Customize your CRM: Tailor Insightly to fit your business needs by personalizing fields, workflows, and reports.
- Train your team: Provide comprehensive training to your employees to ensure they understand how to use Insightly effectively.
- Integrate with existing systems: Ensure seamless integration of Insightly with other software or tools your business relies on.
Founded by Anthony Smith in the early 2000s, Insightly was created to provide small businesses with an easy-to-use CRM solution. Over the years, Insightly has evolved into a robust platform trusted by thousands of businesses worldwide. Its user-friendly interface, intuitive features, and excellent customer support make it a popular choice for managing customer relationships and driving business growth.
- Explore the various features offered by Nutshell CRM, including contact management, sales pipeline management, email marketing integration, customization options, and reporting and analytics.
- Take a look at the pricing plans provided by Nutshell CRM to determine if they are within your budget and suitable for your business needs.
- Read through customer reviews and testimonials to get a sense of the overall user experience and satisfaction with Nutshell CRM.
- Compare Nutshell CRM to other CRM software options to assess its strengths and weaknesses.
- Before making a decision, reach out to Nutshell CRM’s customer support for any questions or clarifications.
8. Agile CRM
Agile CRM is a leading CRM software that offers a wide range of features to improve customer relationship management for businesses. With Agile CRM, businesses can effectively handle contacts, monitor sales pipelines, integrate email marketing campaigns, customize workflows, and generate comprehensive reports and analytics. Its intuitive interface and automation capabilities make it a highly favored option for businesses of all sizes.
Agile CRM also seamlessly integrates with popular business tools and platforms, making data management and operations more efficient. When selecting a CRM software that meets your business requirements, consider Agile CRM.
Copper is a top-rated CRM software that offers a user-friendly interface and robust features for small and medium-sized businesses. With Copper, you can effectively manage contacts, track sales pipelines, integrate email marketing, customize workflows, and generate informative reports. It also seamlessly integrates with popular productivity tools like Google Workspace.
Thanks to its intuitive design and automation capabilities, Copper is a dependable choice for streamlining CRM processes and improving team collaboration.
Fun fact: In 2021, Copper was recognized as a G2 Crowd High Performer, further showcasing its popularity and high level of customer satisfaction in the CRM software market.
10. Zendesk Sell
Zendesk Sell is a powerful CRM software that can help businesses effectively manage their sales process and customer relationships. Here are some steps to consider when using Zendesk Sell:
- Set up your account with Zendesk Sell by creating an account and choosing a subscription plan.
- Customize your CRM dashboard by adding relevant metrics, reports, and widgets for easy access to important information.
- Import your existing customer data into Zendesk Sell to ensure a seamless transition and to have a complete view of your customer interactions.
- Manage your sales pipeline by creating stages, tracking deals, and setting reminders for follow-ups.
- Utilize the contact management feature to organize and categorize your contacts, including their contact information, communication history, and any notes or tasks associated with them.
- Take advantage of the email integration feature to easily track and manage all communication with your leads and customers directly within Zendesk Sell.
- Utilize the reporting and analytics capabilities to gain insights into your sales performance, identify trends, and make informed decisions.
By following these steps and leveraging the features of Zendesk Sell, businesses can streamline their sales process, improve customer relationships, and drive growth.
Keap is a comprehensive CRM software that offers various features such as contact management, sales pipeline management, email marketing integration, customization options, and reporting and analytics. With Keap, businesses can efficiently organize and track customer interactions, streamline sales processes, and create personalized email campaigns. Its user-friendly interface and robust functionality make it a popular choice among small and medium-sized businesses.
If you’re in need of a CRM software that combines customer management and marketing automation, Keap may be the perfect solution for your business. Consider Keap as a reliable tool for improving customer relationships and optimizing sales performance.
12. Less Annoying CRM
Less Annoying CRM is a top choice among businesses looking for a user-friendly and cost-effective CRM solution. It offers essential features such as contact management, sales pipeline management, integration with email marketing, customization options, and reporting and analytics.
With Less Annoying CRM, businesses can efficiently track and manage customer interactions, streamline their sales processes, and personalize marketing campaigns. Its intuitive interface and easy setup make it an ideal option for small businesses or those new to CRM.
Overall, Less Annoying CRM provides a hassle-free CRM experience, making it a valuable tool for businesses of all sizes.
Apptivo is a comprehensive CRM software that offers a wide range of features for businesses. With Apptivo, you can efficiently manage customer contacts, track sales pipelines, integrate email marketing, customize the platform to fit your needs, and access detailed reporting and analytics. It is a versatile tool that caters to the specific requirements of different businesses. Whether you are a small startup or a large enterprise, Apptivo provides the functionality and scalability to support your CRM needs. Consider Apptivo as a reliable option when choosing a CRM software for your business.
Nimble is a highly-rated CRM software that offers a variety of features to effectively manage customer relationships for businesses. With its advanced contact management capabilities, businesses can easily organize and access important customer information. Nimble also offers sales pipeline management, allowing businesses to track and analyze their sales processes. The software seamlessly integrates with email marketing platforms, giving businesses the ability to send targeted campaigns to their contacts. Customization options are available to tailor the CRM to the specific needs of each business.
Additionally, Nimble provides powerful reporting and analytics tools to gain valuable insights into sales performance. Pro-tip: Make the most of Nimble’s social media integration to engage with customers and prospects on popular platforms like Twitter and LinkedIn.
15. Capsule CRM
Capsule CRM is a user-friendly customer relationship management (CRM) software that can greatly benefit your business. To make the most out of Capsule CRM, simply follow these steps:
- Begin by setting up your account and adding your contacts.
- Organize your contacts by creating custom tags and categories.
- Utilize the sales pipeline feature to track and manage your deals.
- Take advantage of the email integration to streamline communication.
- Customize the software to fit your specific business needs.
- Regularly generate reports and analyze data to gain insights and make informed decisions.
By following these steps, you can effectively utilize Capsule CRM to improve your customer relationships and drive business growth.
16. Really Simple Systems
Really Simple Systems is a user-friendly CRM software designed for small businesses. If you’re considering using Really Simple Systems, here are some steps to keep in mind:
- Sign up for their free trial to get a feel for the software.
- Import your existing contacts and customer data into the system.
- Create custom fields and tags to better organize and categorize your contacts.
- Set up your sales pipeline and track the progress of your deals.
- Take advantage of the email marketing integration to send targeted campaigns to your contacts.
- Customize the software to fit your specific business needs.
- Generate reports and analyze data to gain valuable insights into your sales performance.
Overall, Really Simple Systems is a dependable and uncomplicated CRM solution that can greatly improve your business processes and customer relationships. Give it a try and see the benefits for yourself.
amoCRM is a robust CRM software that offers an array of features to effectively manage customer relationships for businesses. Its contact management capabilities allow businesses to store and organize all customer information in a single location. With the sales pipeline management feature, businesses can easily track the progress of deals and close sales more efficiently. Integration with email marketing tools streamlines communication efforts for businesses. Customization options are also available to tailor the software to the specific needs of each business. Lastly, the reporting and analytics feature provides valuable insights into sales performance.
If you are in need of a comprehensive CRM solution, consider giving amoCRM a try.
Ontraport is a comprehensive CRM software that offers a variety of key features, including:
- Contact management
- Sales pipeline management
- Integration with email marketing
- Customization options
- Reporting and analytics
With Ontraport, businesses can efficiently manage their contacts, track their sales process, automate email marketing campaigns, customize the software to fit their specific needs, and gain valuable insights through robust reporting and analytics. It is a powerful tool for businesses of all sizes looking to streamline their customer relationship management processes and increase overall efficiency. Ontraport is consistently ranked as one of the top 20 CRM software options, making it a reliable choice for businesses.
19. bpm’online CRM
Bpm’online CRM is a robust software solution that offers a wide range of features to effectively manage customer relationships. Its contact management capabilities allow businesses to easily store and organize customer information. The sales pipeline management feature enables efficient tracking of leads and opportunities. Integration with email marketing tools allows for targeted and personalized communication with customers. Customization options offer flexibility to tailor the CRM to meet specific business needs. Reporting and analytics features provide valuable insights into sales performance and customer behavior.
When considering a CRM software, bpm’online CRM stands out as a dependable and feature-rich choice for businesses.
Streak CRM is a powerful tool that helps businesses manage their customer relationships effectively. Here are some steps to consider when using Streak CRM:
- Start by setting up your Streak CRM account and creating a workspace.
- Add your contacts and organize them into pipelines, such as leads, deals, or projects.
- Customize your pipelines and stages to match your specific business processes.
- Track the progress of your deals or projects by moving them through different stages.
- Utilize the email integration feature to manage all your communication within Streak CRM.
- Take advantage of the reporting and analytics capabilities to gain insights into your sales performance.
- Use the collaboration features to share information and collaborate with your team members.
- Regularly update and maintain your data to ensure accuracy and relevance.
- Explore the various customization options available to tailor Streak CRM to your unique business needs.
Pro-tip: Take advantage of Streak CRM’s integration with Gmail to seamlessly manage your customer relationships without leaving your inbox.
What Are the Key Features to Look for in a CRM Software?
When it comes to choosing the right CRM software for your business, it can be overwhelming to navigate through the numerous options available. To help you make an informed decision, let’s take a deep dive into the key features that you should consider when selecting a CRM software. From efficient contact management to powerful sales pipeline management, we’ll discuss the top five features that can make or break a CRM software. So, buckle up and get ready to find the perfect CRM for your business needs.
1. Contact Management
Efficient contact management is essential for optimizing customer relationships and streamlining business processes.
- Centralize contact information: Choose a CRM software that allows you to store and organize all pertinent contact details in one centralized location.
- Segment contacts: Look for features that enable you to categorize contacts based on criteria like demographics, purchase history, or level of engagement.
- Track interactions: The CRM should provide a comprehensive record of all interactions with each contact, including emails, calls, meetings, and notes.
- Manage communication: Ensure the software offers tools for scheduling appointments, sending personalized emails, and tracking communication across multiple channels.
- Automate workflows: Look for automation capabilities to streamline contact management processes, such as assigning tasks, sending follow-up reminders, or triggering personalized messages.
2. Sales Pipeline Management
Sales pipeline management is an essential aspect of CRM software that aids businesses in efficiently tracking and managing their sales processes. To ensure effective sales pipeline management, follow these steps:
- Lead Qualification: Prioritize follow-ups by identifying and qualifying potential leads.
- Deal Tracking: Keep track of the status of each deal, from initial contact to closing.
- Stage Management: Monitor progress by defining and organizing stages in the sales process.
- Activity Logging: For future reference, log all interactions and activities with leads and customers.
- Forecasting: Utilize historical data and trends to forecast future sales and revenue.
By implementing these steps into your sales pipeline management strategy, you can streamline your sales processes, increase efficiency, and improve overall sales performance.
3. Email Marketing Integration
When selecting a CRM software for your business, it is crucial to take into account its integration capabilities with email marketing. To help you make the right decision, follow these steps:
- Determine your email marketing needs, such as creating email campaigns, automation, and tracking.
- Research CRM software options that have seamless integration with popular email marketing platforms like MailChimp or Constant Contact.
- Consider the level of integration provided, including features such as contact synchronization, email tracking, and automated email workflows.
- Evaluate the user interface and ease of use of the CRM’s email marketing integration to ensure it fits with your team’s workflow.
- Check for any additional costs or limitations associated with email marketing integration.
- Read reviews and testimonials from other businesses to see their satisfaction with the email marketing integration of the CRM software.
4. Customization Options
Customization options are crucial when selecting a CRM software for your company. The ability to personalize the software to fit your specific needs can greatly improve efficiency and productivity. Here are some steps to consider when evaluating customization options:
- Assess your business requirements and identify the specific features and functionalities you need.
- Research CRM software providers that offer a high level of customization.
- Review the customization options offered by each provider, such as customizable fields, workflows, and dashboards.
- Determine the level of technical expertise required to implement and maintain the customizations.
- Consider the scalability of the customization options, ensuring they can accommodate your business growth.
5. Reporting and Analytics
When selecting a CRM software for your company, it is crucial to take into account the capabilities of reporting and analytics. This feature allows you to monitor and analyze important data in order to make well-informed decisions for your business. Here are the steps to consider:
- Determine your specific needs for reporting and analytics.
- Explore different options of CRM software that offer robust reporting and analytics features.
- Evaluate the user-friendliness and flexibility of the reporting and analytics tools.
- Consider the variety of reports and visualizations available.
- Check if the software allows for customization of reports and dashboards.
For instance, a small e-commerce business needed to track their sales performance. They opted for a CRM software that provided comprehensive reporting and analytics capabilities. With the ability to generate detailed sales reports and visualize data through interactive dashboards, they were able to identify trends and optimize their sales strategies, resulting in a significant increase in revenue.
How to Choose the Right CRM Software for Your Business?
When it comes to selecting the perfect CRM software for your business, it’s important to carefully consider your specific needs and requirements. To help you make an informed decision, follow these steps:
- Identify your business goals and objectives.
- Assess your budget and determine how much you can invest in a CRM system.
- Consider the size of your business and the number of users who will be utilizing the CRM software.
- Evaluate the features and functionalities offered by various CRM software options.
- Read reviews and testimonials from other businesses to gain insights into their experiences.
- Request demos or trials to test the usability and compatibility of the CRM software.
- Consider the scalability and flexibility of the CRM software to accommodate future growth.
- Check the integration capabilities with other tools and systems currently in use.
- Assess the level of customer support and training provided by the CRM software vendor.
Some popular CRM software options among businesses include Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics 365. Remember to select a CRM software that aligns with your specific business needs and goals.
Frequently Asked Questions
What are CRM softwares and why do businesses need them?
CRM (Customer Relationship Management) softwares are tools that help businesses manage their interactions with current and potential customers. They allow businesses to organize and analyze customer data, track customer interactions, and improve customer relationships. Businesses need CRM softwares to enhance customer satisfaction, streamline sales processes, and improve overall business performance.
What are some key features to look for in a CRM software?
Some important features to consider when choosing a CRM software include contact management, lead and sales tracking, email integration, task management, reporting and analytics, and customization options. It is also important to consider the software’s ease of use and scalability to meet the changing needs of your business.
Which are the top 3 CRM softwares for small businesses?
The top 3 CRM softwares for small businesses are HubSpot CRM, Zoho CRM, and Salesforce Essentials. These softwares offer a range of features at affordable prices, making them suitable for small businesses with limited budgets.
Are there any free CRM softwares available?
Yes, there are several free CRM softwares available such as HubSpot CRM, Zoho CRM, and Insightly. These free versions may have limited features and capabilities, but they can be a good starting point for businesses with smaller budgets.
How do I choose the right CRM software for my business?
To choose the right CRM software for your business, consider your business needs, budget, and the specific features and functionalities you require. It is also helpful to read reviews, compare different options, and even try out free trials before making a decision.
Can I integrate a CRM software with other tools or platforms?
Yes, most CRM softwares offer integration options with other tools and platforms such as email marketing, social media, and project management tools. This can help streamline processes and improve efficiency within your business.