The most effective customer relationship management (CRM) software will allow you to gain valuable insight into the things that your customers truly want. By automating the tedious work and keeping track of interactions, it makes day-to-day activities much easier to complete.
Employees are able to concentrate on the needs of customers and provide a five-star experience on each and every occasion.
I’ve had a lot of experience with a wide variety of CRM software over the years. In this article, I will go over the top seven CRM recommendations that I have:
- Salesforce — Best overall CRM.
- Zoho CRM — Best budget CRM.
- Freshsales — Best ready-made CRM.
- HubSpot — The most useful and reliable free CRM software.
- EngageBay — Best for startups.
- Salesflare — Optimal lead management software for small businesses.
- Creatio — Best enterprise-grade CRM solution.
A customer relationship management system (CRM) has the potential to save your company more time than almost any other kind of software. Continue reading for in-depth analyses of my top recommendations as well as a concise guide to purchasing CRM software.
When it comes to customer relationship management software, I strongly recommend Salesforce. As far as customer relationship management (CRM) software goes, Salesforce has established itself as the industry leader, and it keeps getting better with each passing year.
If you own a small business or work in sales, marketing, information technology, or customer support, Salesforce has the ideal customer relationship management (CRM) solution for you. They provide specialized software that can be modified to suit your requirements, and they are well-known for the versatility of their products.
More than 150,000 companies, such as T Mobile, Adidas, and Yeti, rely on Salesforce to help them strengthen their relationships with their clientele. Salesforce also helps these companies grow their businesses.
In addition to this, they provide specialized solutions for fourteen distinct industries, which include the following:
- Financial services.
- Commercial goods.
You can build a complete CRM solution that is tailored to your company’s specific needs by picking and choosing which applications are included in the system. This makes it an extremely versatile tool.
Salesforce is committed to providing everything you require in order to establish unprecedented customer relationships. This includes marketing automation and ecommerce sales, as well as call-center software and self-service portals.
Their plans for the business include the following:
- Essentials is charged at a rate of $25 per user, per month (basic sales and support).
- Sales Professional is charged at a rate of $75 per user, per month (complete sales solution).
- Support Professional is charged at a rate of $75 per user per month (complete service solution).
- Pardot Growth — $1,250 per month for up to 10,000 contacts (marketing automation).
On the other hand, you are able to tailor the addition of features and applications to meet your specific requirements. They also provide additional CRM packages for sales, customer service, commerce, and marketing with a variety of different features. These packages can be found on their website.
Start your free trial today to test drive Salesforce.
Zoho CRM is a very user-friendly customer relationship management (CRM) software that gives you the ability to build exactly what you require within the platform. It’s great for businesses that want a CRM that they can tailor to their specific needs but don’t want to be tied down to a lengthy maintenance agreement.
This customer relationship management (CRM) system is accessible to all of your staff members, which enables you to make the most of the software. Because there is not much of a learning curve, your staff will be able to begin taking advantage of the numerous features and functionality on the very first day.
The Zoho CRM platform is extremely adaptable, so it can fulfill a variety of requirements. Creating individualized dashboards and multiple pipelines for different customer experiences is a simple process.
Do you want reporting information that is both actionable and insightful? That is only one or two mouse clicks away.
Additional noteworthy features of Zoho CRM include the following:
- Insights into sales in real time.
- The scoring of prospects.
- Mass email capabilities.
- Control of stocks and supplies.
- AI assistance.
- Superior degrees of personalization.
- Management of both online and offline businesses using blueprints.
The price of Zoho CRM is surprisingly low considering how powerful of a tool it is. Plans begin at only $14 (USD) per user (per month) in price. Upgrade to one of the higher-tier plans, which start at $23, $40, or $52 per user, if you want more features and functions included in your subscription.
The best part is that Zoho CRM offers a free forever edition that can support up to three users and is suitable for small businesses.
Start your free trial of Zoho CRM today to determine whether or not it is the best option for your company.
You might also want to take a look at Bigin, which is the recently released sales-focused platform from Zoho CRM. Bigin was developed with small businesses in mind. The monthly cost of Bigin begins at just $7.
The Freshsales platform was developed with sales teams and lead management in mind from the ground up. Freshsales enables you to build better relationships with everyone from cold leads to customers while simultaneously saving time through automation.
This is my number one recommendation for companies that are not interested in getting overly technical with their CRM. Freshsales does not permit complete customization of its features; however, this restriction makes it much simpler for groups to begin utilizing the platform on day one.
Although it is a very powerful tool, it does not require as much handholding as many other customer relationship management systems (CRMs).
Once you have brought your data into the platform, Freshsales will assist you in finding the best leads, communicating with them in the manner that is most convenient for them, and ultimately closing the deal.
In addition, the Freshsales platform has an integrated email and phone system that makes the process easier to manage.
They have a customer base that consists of over 40,000 businesses, some of which are extremely well-known, such as Dyson and Best Western. They are therefore not inexperienced by any stretch of the imagination, despite the fact that they are relatively new to the industry.
You obtain the following by using this system:
- Management of leads, contacts, accounts, and transactions.
- Management of responsibilities and schedules.
- Monitoring of visitors to a website.
- Apps for mobile devices running iOS and Android.
Freshworks CRM’s detailed lead scoring and sales pipelines can be leveraged by businesses of any size, which enables better clarity and efficiency in your workflows. Freshworks CRM is available to use.
It is especially useful as a single dashboard for managing all of your sales conversations, and it can do this very efficiently. Team inboxes and email forwarding ensure that messages are always sent to the appropriate individuals, and they allow teams to monitor and track every interaction without the members’ inboxes becoming buried under a mountain of unimportant correspondence.
In addition, Freshsales enables you to schedule emails, make use of a wide variety of email templates, and configure alerts. You will be able to generate new messages in a flash and always be in a position to respond or adjust on the fly if you do it this way.
In addition to a remarkable collection of features, they provide industry-specific solutions for 15 distinct industries, some of which are retail, e-commerce, manufacturing, logistics, healthcare, and others.
Their free forever plan allows an unlimited number of users to access the platform, but it has few other features. However, it is a wonderful opportunity to test it out before making a financial commitment.
The paid plans offered by Freshsales are more feature-rich while maintaining an accessible price point for companies of all sizes. The following are included in their premium plans:
- Growth: $69 per user, per month.
- Pro: $39 USD per user, per month.
- Enterprise: $69 per user, per month.
Learn more about Freshsales and the ways in which the CRM is assisting businesses in providing value to their customers. You won’t need a credit card to sign up for the Freshsales free trial that lasts for 21 days.
If you work in the field of sales or marketing, there is a good chance that you have read HubSpot’s blog or participated in one of the company’s free certification programs. Nevertheless, in addition to that, they give you access to a powerful customer relationship management software that is completely free of charge.
You will have unprecedented access to information regarding the behavior of your audience if you use HubSpot.
You need to monitor when contacts open your emails in order to maximize the percentage of emails that are opened. No problem. Perhaps you are interested in monitoring a contact’s activity while they are visiting your website. It’s simple when you use HubSpot.
In addition, they provide a comprehensive selection of solutions, which can be tailored to your position within the company.
The positions of sales, marketing, customer service, operations, and owners are covered by these position-specific solutions.
A comprehensive collection of features is included with the free plan. A customer relationship management system provides users with the fundamentals of contact management, deal tracking, and reporting.
When taken together, this provides you with an incredible level of insight into the sales pipeline that you have. And HubSpot enables you to organize and make use of that insight in the process of developing the next successful strategy or campaign for your business.
This is only the tip of the proverbial iceberg. The following are also included in HubSpot’s free CRM:
- Planned emails.
- 1:1 chat in real time.
- Meeting scheduler
- Monitoring website activity.
- Task management.
- Document exchange.
It will be difficult for any of the other free plans on this list to compete with these features. However, the paid plans that HubSpot offers are well worth the investment as well.
The beginning price for the Starter Plan is $40 per month when paid yearly. If, on the other hand, you want to purchase all of HubSpot’s CRM software together, you can get starter access to all four of them for the price of $50 per month if you sign a contract for a full year.
You also get software that is specifically designed for marketing, sales, and customer service if you pay an additional ten dollars per month.
Bear in mind, however, that these costs are calculated based on a thousand contacts. The price goes up by one dollar for each additional thousand contacts that you have.
Even though the paid tiers also have powerful features for SMBs, the free tier serves small and medium-sized businesses (SMBs) particularly well in terms of its functionality. My research has shown that quite a few smaller businesses begin their use of HubSpot with the free tier and then progress to a paid tier that better meets their requirements as the company expands.
HubSpot will provide the fundamental features required by large enterprises; however, the flexibility and personalization options required by such organizations may not be present in the product. Having said that, HubSpot serves a significant number of customers that are large organizations. It is entirely dependent on the requirements that they have for their CRM software.
Sign up for one of HubSpot’s free plans to get started using the platform right away.
A significant number of customer relationship management systems are identical in their operation. They will collect and organize your contact data, provide you with some automation tools for sending emails and posting to social media, and, in general, make the lives of your sales team members easier.
But not all of them are geared toward serving all three of the company’s primary departments: sales, marketing, and service. EngageBay could be the best solution for you if you need a tool that can improve all three of those aspects simultaneously.
You get access to a significant number of the essential features that you require for managing your customer relationships. You can automate email sends, SMS messages, rep hand-offs, and more by setting tasks, building a pipeline, and placing automations.
All of this is handled through an intuitive user interface that enables you to view your sales funnel, as well as your social media interactions and email campaigns, all in one convenient location.
In addition, syncing EngageBay with Gmail, Outlook, and Office is a simple and stress-free process.
But what I appreciate most about it is how well it works for businesses that place equal importance on gathering, warming, and closing leads as they do on maintaining relationships with customers after the sale.
EngageBay contains a whole service bay module full of features and tools that make the work of your support representatives much simpler.
You get a way to manage tickets and contacts together with the EngageBay plan that is at the bottom of the pricing tiers. This method carries over all of the information that you’ve gathered about each individual customer throughout the course of their sales journey. In this way, there will be no surprises, and your customer support team will have a better chance of converting customers into devoted fans for life.
However, if you upgrade from the free plan of EngageBay, you will gain access to macros as well as canned responses.
However, their Growth plan is the one I would recommend to others above all others. You can provide the customer service team with the same powerful automation capability that the marketing and sales teams have, which entails setting triggers and events that streamline workflows, for the low, low price of $29.99 per user per month.
The fact that email sequences can be brought back into play after a service interaction is one of the great things about this.
I can see how this would be a huge benefit for SaaS businesses as well as many B2B operations. You can use a new drip campaign after successful service interactions to warm up an existing customer for an upgrade or add-on. Not only is ongoing support essential in those fields to building long-term clients, but you can also use it to build long-term client relationships.
Using a tool such as EngageBay can help you unlock a significant amount of potential across all three departments.
Get started with their free plan to get a feel for the platform, and then, when you’re ready, move on up to the Growth plan to really have your sales, marketing, and service operating at full capacity.
Any CRM worth its salt should definitively answer one question: how does this help teams sell better?
As you can see from this list, various platforms have provided their own unique responses to the question that was posed. The standout feature of Salesflare is that it prioritizes lead management tools without bogging itself down with unnecessary extra features.
If your team could use some assistance in guiding opportunities from lead to win — and let’s face it, what team doesn’t? — then Salesflare might be the solution you’ve been looking for.
The intelligent information gathering of the software is the first step in the process. The contact information, company role, and a great deal more detail is automatically pulled by Salesflare from emails, social profiles, and other sources. This information is kept in a contact book that is shared by your entire team in addition to having a specific section that is devoted to each individual account that you sell to.
Salesflare will automatically log actions taken by both your team and your prospects and customers. This includes actions such as opening an email you sent, clicking a link in that email, or visiting a landing page.
In this regard, Salesflare offers a great deal of flexibility for the way in which your team approaches the buyer’s journey. The information is available to you regardless of whether you want one member of your team to steer opportunities from the beginning to the end or whether you prefer to have hand-offs at various points.
Anyone can step in at any time and have access to the most recent information, in addition to the current status of the lead based on recent actions.
Your team will get really good at moving quickly on hot leads or prospects who have signaled their readiness to make a purchase when you add in the platform’s notifications for when prospects take an action or any other triggering event.
Because of its combination of ease of use and powerful functionality, Salesflare is an excellent tool for more compact B2B sales organizations.
You not only receive helpful automation and the tools to help really nail follow ups, but you also receive key features such as the following:
- View of the entire team’s timeline for monitoring opportunities, from the lead to the win.
- Email marketing campaigns that are personalized, programmable, and trackable.
- A dashboard with insights that can be broken down into sections based on team member, pipeline, or date range.
- All of that is included in the standard Growth plan, which costs $29 / user / month.
After that, there is an upgrade available called the Pro plan, which costs $49 per user per month. You will also receive the following with that:
- Personalized email workflow constructor for multiple campaigns running simultaneously.
- User permissions, including access limited to viewing the content.
- Custom dashboards.
There is also a plan called Enterprise, which costs $99 per user per month. The most important advantages of doing so are the additional support you will receive, such as a dedicated account representative and individualized training modules for your staff members.
Salesflare really shines for smaller B2B businesses, and the lower two pricing tiers are quite palatable for the purpose of catering to those organizations’ needs. You can give it a try with Salesflare’s free trial, or you can submit a demo request right now.
Even though some of the other CRM software on this list comes with an enterprise plan, you may discover that it is too restrictive for your needs if you are in charge of a large business. Nevertheless, Creatio is an enterprise-grade customer relationship management software that was developed with companies like yours in mind.
They provide CRM solutions that are tailored specifically for sales, marketing, and customer service teams.
Enterprise businesses have everything they need to streamline their multichannel marketing campaigns and manage incoming leads thanks to Marketing Creatio’s comprehensive suite of tools. It comes equipped with features such as:
- Visual campaign designer.
- Monitoring and categorizing users’ actions on a website.
- Innovative trigger campaigning techniques.
- Email marketing with a personal touch.
- Monitoring of events and coordination of responses.
Pricing is based not only on the total number of contacts but also on the average number of emails sent to each contact.
Sales Creatio is ideal for use by large sales teams that take over responsibilities from marketing once those responsibilities have been transferred. It is an all-inclusive sales management platform that was designed to make the process easier on you and save you time.
It comes with a wide variety of features, including the following:
- Management of available opportunities.
- Insight into the customer profiles and purchasing behaviors.
- Field sales management.
- Both in terms of performance and operations.
- The price begins at $30 per user on a monthly basis.
Lastly, Service Creatio is geared toward customer service teams that are interested in streamlining their operations and developing outstanding experiences for their customers from the very beginning to the very end. It comes equipped with features such as:
- Administration of accounts and contacts.
- Management of both cases and information.
- Omnichannel communications.
- Service catalog.
- Contact center.
Pricing begins at $45 USD each month for each individual user.
In the event that you require all three CRM solutions, you have the option to bundle them. You can also estimate the total cost by using the pricing calculator that is available on their website.
Start using Creatio risk-free to determine whether or not it will meet your needs.
Finding the best customer relationship management (CRM) software for your company can feel like searching for a four-leaf clover because there are so many different types and options to choose from.
To begin, consider this. Each of these products has been developed as a solution to a problem that is encountered on a daily basis by businesses.
It’s true that CRM software has a lot of moving parts, but each one serves a specific function.
You are aware of the challenges you must overcome. You can get a more complete picture of the challenges that your customer service agents, sales representatives, IT team, and anyone else who will be using the CRM software face on a daily basis if you reach out to them.
There is software called CRM that will assist each member of your organization in getting the most out of each and every relationship with a customer.
To find it, you must first have an understanding of where your company currently stands and where it hopes to go in the future.
The size of your company is one of the factors that should be considered when selecting CRM software for your company. If your company has distinct divisions for marketing, sales, information technology, and customer service, then you require more complex functions than a company that has only five employees.
In addition, you need to think about who is going to be in charge of managing the software. Selecting and purchasing software is a different thing entirely from making optimal use of that software and realizing its full potential.
In order for the purchase to be worthwhile, you are going to need to configure it and make use of the features that it offers.
In the case of smaller teams, it may be necessary for everyone to work together and contribute. On the other hand, large teams might have employees who are solely devoted to setting up everything and maintaining the software going forward.
The price of the software will also be affected by the size of your company, so be sure to take this into account. The cost of the software increases proportionately with the number of user seats required.
What exactly isn’t working? What aspects could use some improvement?
Think about which processes and procedures you want to simplify and enhance. Consider the inefficiencies that currently exist in your business and how a CRM could improve them.
CRM software typically provides assistance in the areas of sales, marketing, information technology, and customer service. Which one of those do you want to get better at, and do you think you have what it takes to put everything together and keep it working?
There are CRM solutions that are tailored specifically for various industries.
These are typically more expensive, but if they are the solution that best fits your circumstances, it will be money well spent. This type of purpose-built CRM software will require teams to spend less time configuring it, which will result in ongoing time savings.
The vast majority of customer relationship management systems (CRMs) come equipped with a fundamental group of standard features. They ought to be included in the CRM that you select as well.
Even though the particulars of each function can vary from one piece of software to the next, there ought to be a system in place to assist you in dealing with things such as:
- Administration of contacts and leads.
- The storage and sharing of documents.
- Automation of the workflow.
- Monitoring of interactions.
- Mobile access.
Before making any final decisions, you should ensure that your CRM has these essential features. Watching some videos of how other users control these features is another suggestion that should probably be taken into consideration.
A common task such as contact management is implemented differently across all of the platforms. Which one do you think would be the best fit for the way that your teams work?
It is also essential to give some thought to more advanced CRM features, as these can have a significant influence on your company.
Every worker’s day could be improved by having the capability to save countless hours through the automation of routine workflows, the processing of payments, and the sending of invoices.
High-tier plans are the only ones that provide access to truly robust automation capabilities. There will most likely be an additional financial burden, but what about the potential benefits?
Having sophisticated capabilities for marketing automation and lead scoring can, in the end, have a significant impact on revenue. Is it possible that the reward is not worth the effort?
It is also important to keep in mind that different vendors do not distribute these advanced features in the same manner. It’s possible that one provider will provide you with the high-end tools you require as part of their standard plan.
Your customer relationship management (CRM) tool needs to be compatible with the tools you’re already using to run your company so that you can truly streamline and automate your business processes.
Create a list of the tools you use and then check to see if your customer relationship management system can integrate with each of them. I’m talking about:
- Email service providers.
- Instruments of social media.
- Software for internal communication networks.
- Instruments used in customer service.
- Software for voice and video chatting.
- Cart for shopping (for ecommerce).
- Software for contracts and proposals.
- Connectors (i.e., Zapier).
- Tools for data analysis.
Once you have your list, you can use it to whittle down your options until you find the CRM software that best meets your needs. You can also use it when speaking with a sales team to ensure that they provide everything that you require by ensuring that they provide everything that you require.
Having the appropriate CRM software can make a significant difference in a short amount of time. It makes it easier to stay organized and ensures that the customers are happy.
My three top recommendations for customer relationship management software are Salesforce, Zoho CRM, and Freshsales. Every one of them provides a comprehensive selection of features that are appropriate for teams working in a variety of departments, such as sales, marketing, and customer service.
However, the best CRM software for your company will depend on the size of your company as well as the features that you require. Consequently, when you are in the process of coming to a conclusion about something, put the criteria that we discussed earlier to use.