Best B2B CRM Software

A B2B CRM is an application system that allows business enterprises to track and manage relationships with business buyers. Are you looking for a B2B CRM for your business? It is essential for you to understand how the B2B CRM system works. According to business enterprises, the best B2B CRM software is the one that would be compatible, feasible, and deliverable for them. B2B CRM software for B2B sales benefits organizations by helping them to enhance their contact management and customer experience, simplifying real-time quotes and targeted marketing campaigns, performing deep analytics ...

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List of Best B2B CRM Software

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

Act!

Proven CRM and turnkey marketing solution

Act! is a customer relationship management (CRM) software designed to streamline business processes. It helps manage contacts, leads, and customer interactions effectively. Key features include sales pipeline management, which enables tracking of sales opportunities from lead to close. Act! also offers marketing automation, allowing users to create and send targeted email campaigns. The software ... read more about Act!

14 Days

$30 Per month

United States

Copper

CRM platform built for businesses that use Google Workspace.

Copper is a customer relationship management (CRM) tool designed for ease of use, focusing on simplicity and integration with Google Workspace. It automates data entry by capturing and organizing emails, calls, and meetings, keeping customer interactions in one place. Copper's strength lies in its seamless integration with Google apps, making it a natural choice for users already within the Google... read more about Copper

14 Days

$23 Per month

United States

SugarCRM

A CRM Platform that Customers Love

SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case ... read more about SugarCRM

7 Days

$26 Per month

United States

Nutshell

All-in-one CRM that helps B2B teams close more deals

Nutshell is a high-performing customer relationship management (CRM) software designed to streamline and enhance business interactions. It helps businesses manage contacts, track leads, and nurture customer relationships efficiently. Nutshell offers a centralized platform where teams can collaborate and share vital information. With its intuitive interface, users can easily organize and access ... read more about Nutshell

14 Days

$16 Per month

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 Per month

United States

Salesforce Sales Cloud

Build strong customer relationships and grow revenue with a single source of truth.

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Close

The All-In-One CRM for Growing Teams

Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing ... read more about Close

14 Days

$49 Per month

United States

Creatio

No-Code Platform to automate workflows and CRM

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels ... read more about Creatio

Available

$25 Per month

United States

Teamgate

The CRM for Sales-Led Growth

Teamgate is an innovative and user-friendly CRM software designed for businesses looking to enhance their sales processes and customer relationships. It offers a streamlined interface that simplifies lead capturing, sales pipeline management, and customer data organization. Unique features include intuitive sales funnel visualization, integrated telephony for direct client communication, and ... read more about Teamgate

Available

$39.90 Per month

United States

SAP Sales Cloud

Improve sales engagements and build relationships that last

SAP Sales Cloud is a powerful software solution designed to streamline and enhance your sales processes. With its user-friendly interface, it simplifies lead management, opportunity tracking, and customer engagement, making it easy for your sales team to focus on what matters most – closing deals. This software also offers real-time analytics and reporting, allowing you to gain valuable insights... read more about SAP Sales Cloud

7 Days

Contact Vendor

United States

NetSuite

Top Business Management Software

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses... read more about NetSuite

7 Days

Contact Vendor

United States

Bitrix24

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly ... read more about Bitrix24

15 Days

$49 Per month

United States

Vtiger CRM

Maximize Growth with the best AI-powered CRM and GPT

Vtiger CRM is a cloud-based customer relationship management software tailored for small to medium-sized businesses. It centralizes customer information, making it easy to track interactions and manage customer relationships. The software offers sales automation, helping in managing leads, opportunities, and sales pipelines. Marketing tools within Vtiger assist in executing campaigns and tracking ... read more about Vtiger CRM

15 Days

$12 Per month

India

Keap

Leading small business CRM and automation platform

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals... read more about Keap

14 Days

$249 Per month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... read more about Zoho CRM

15 Days

$14 Per month

India

Kommo (formerly amoCRM)

Easy-to-use, web based, hosted CRM for small businesses.

Kommo is a customer relationship management (CRM) and messaging platform that integrates communication channels and CRM features into one solution. It focuses on unifying various communication methods like email, calls, and social media messages within its system, streamlining customer interactions. Kommo offers lead and deal management, helping businesses track and organize customer information ... read more about Kommo (formerly amoCRM)

14 Days

$15 Per month

United States

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

Zendesk Sell

Sales CRM Software & All-in-One Sales Platform

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into ... read more about Zendesk Sell

Available

$19 Per month

United States

Streak is a CRM tool uniquely integrated within Gmail, streamlining workflow directly in the inbox. It specializes in managing customer relationships and sales pipelines efficiently. Streak allows for tracking emails, which is crucial for timely follow-ups. It features customizable pipelines, adaptable to various business needs. Collaboration is facilitated as teams can share emails and pipelines... read more about Streak

Available

$49 Per month

United States

ActiveCampaign for Sales

Drive relationships forward to grow your business.

ActiveCampaign for Sales is a customer experience automation platform, enhancing sales processes. It combines email marketing, automation, and CRM tools. Users can automate email follow-ups, ensuring timely engagement with leads. The software allows for segmentation of contacts based on behavior, aiding targeted communication. Sales pipelines are customizable, adapting to different sales stages. ... read more about ActiveCampaign for Sales

14 Days

$49 Per month

United States

Capsule CRM

The smart, simple online CRM

Capsule CRM is a top-class and user-friendly software designed to streamline customer relationship management for businesses of all sizes. With its intuitive interface, Capsule CRM helps teams organize contacts, track interactions, and manage sales pipelines efficiently. The platform's contact management feature centralizes customer data, providing a comprehensive view of each relationship. Users ... read more about Capsule CRM

14 Days

$18 Per month

United Kingdom

Maximizer CRM

A CRM specifically built for the sales leader… finally.

Maximizer CRM is a comprehensive customer relationship management software designed for businesses seeking efficient client management. It offers contact and lead management, centralizing customer information for easy access. Sales management tools help track deals, from initial contact to closure. Maximizer CRM features marketing automation, streamlining campaign planning and execution. Customer ... read more about Maximizer CRM

7 Days

$65 Per month

Canada

Microsoft Dynamics 365

Adapt and innovate with intelligent CRM and ERP business applications.

Microsoft Dynamics 365 is a comprehensive suite of business applications that integrates CRM and ERP capabilities with productivity applications and AI tools. Designed for both small and large businesses, it offers modules for sales, customer service, field service, finance, operations, commerce, and HR management. Dynamics 365 facilitates customer engagement through personalized experiences, ... read more about Microsoft Dynamics 365

30 Days

Contact Vendor

United States

B2B CRM Software Buyer's Guide

» What is B2B CRM software?

B2B CRM software is a database software corporations use to manage their business relationships. They can provide data on sales, marketing targets, and more. The main strength of B2B CRM software is that it is a relatively simple platform to use and manage. Although some people have said that the data tends to be wonky, they should remember that the primary purpose of a database is to store information and make it easier for other people to access it. Larger companies that use this software often have a dedicated team that deals with maintenance.

In years past, the only way to effectively manage your customer and potential customer data was to have a dedicated database server. It would have various programs for marketing, sales, and so on. Nowadays, most businesses are moving to a cloud-based system that provides similar functionality but in a much more efficient way. Cloud-based software can be used from any web browser, meaning you never need to deploy another software on your servers or desktops.

CRM for B2B business automates and controls the data-driven processes in your organization to help deliver more accurate and efficient customer interactions. B2B CRM software enables access to all relevant customer information, regardless of which department, branch, or channel the information is collected. This enables organizations to deliver a higher level of service beyond just selling.

With a CRM for B2B business, companies can expect better communication between departments; better management of customers' needs; less time wasted filling out paperwork such as contract agreements and RFQs; and increased efficiency across the enterprise.

» Features of B2B CRM Software

B2B CRM software facilitates relationships between a business and its customers by managing databases, tracking transactions, and building relationships. Companies use this software to improve customer service, increase sales conversion rates, and generate meaningful insights. A business-to-business (B2B) customer relationship management (CRM) system is primarily used to manage commercial relationships with a company's suppliers, distributors, or other customers. Here are some of its features:

› Email automation:

B2B marketers and salespeople often spend hours writing and sending duplicate emails to each customer. This can be time-consuming, but best B2B CRM software makes it easier to create canned emails that can be sent to customers at regular intervals. These email templates are sent automatically according to the schedule set by the user. For example, users can set up an automated email template that is mailed weekly or monthly.

› Contact management:

B2B CRM software allows businesses to create and store information about their contacts, such as name, contact details (address, phone number, etc.), and other information (age, profession). Furthermore, it also allows businesses to track their interactions with each contact.

› Workflows automation:

B2B marketers and salespeople often spend hours on paperwork, including creating and sending emails and filling out online forms. B2B CRM software streamlines this process by allowing the users to set up automated workflows that can easily manage complex marketing campaigns, such as sending information regarding a new product to a customer.

› Pipelines management:

B2B CRM software helps businesses optimize their sales processes by incorporating pipeline management capabilities into the system. These features help improve a company's sales forecasting by predicting how many prospects will likely become customers in the next quarter or year.

› Integration:

Businesses today often work with several partners and vendors, and B2B CRM software enables companies to integrate those third-party applications with their CRM. This way, users can access all the customer data inside the CRM system by logging in to a single dashboard.

› Sales automation:

B2B CRM software helps businesses automate their sales processes by assisting them to manage leads, track deals, and forecast accurately.

› Email tracking:

Best CRM for B2B small businesses enables users to track emails sent through the system to see which emails were opened or how many times they were forwarded. This allows businesses to evaluate the effectiveness of their email campaigns.

› Reporting:

B2B CRM software enables businesses to attain critical insights by uniting data from various systems and databases, such as email marketing campaigns, customer relationship management, accounting, and HR.

› Social media management:

Best CRM enables businesses to manage their social media profiles effectively. This helps them create and target their social media strategies that generate sales using social media.

› Document tracking:

B2B CRM software allows businesses to track, organize and archive documents and other information, such as presentations or product brochures. This way, users can use the data to track their sales pipeline or prepare presentations for clients or stakeholders.

› Analytics:

Best CRM for B2B businesses helps businesses perform various reports based on multiple criteria (like demand forecasting or sales forecasts) that enable marketers to develop effective strategies regarding marketing spending concerning the anticipated revenue goals.

› Collaboration:

CRM software for B2B enables businesses to collaborate on a single digital platform, making it easier for them to share information, knowledge, and resources.

› Lead management:

As they use the digital platform provided by B2B CRM software, businesses can send out personalized emails with relevant and customized content to each prospect or customer in their pipeline. This helps companies identify the priority customers and nurture them.

› Appointment setting:

B2B CRM software provides businesses with a simple yet powerful tool that enables them to send personalized information at the right time via email, SMS, or phone call to help new clients build trust and make an impression upon them.

» Benefits of B2B CRM software

While CRM software is well-known in business-to-consumer (B2C) retail, there is also a lesser-known version called Business-to-Business (B2B) CRM.

This software was originally intended for companies tracking leads and automating sales processes. But as the years have progressed, the need for such systems has grown to include other requirements for lead management, sales performance tracking, marketing automation, and customer service.

In this guide, we will outline the benefits of B2B CRM software that should be considered before deciding on which system to purchase.

1. Sales Opportunity Tracking

Best B2B CRM systems have evolved to include several different features, but when it comes to B2B solutions, the primary function is sales tracking. The system will offer real-time access to information on each stage of the sales process, which is vital when managing sales teams.

Sales management can then develop and tailor their processes to creep up on more lucrative prospects and avoid those that may not be profitable. This can also improve teamwork by keeping each team member informed of what he or she needs to do for the sale to progress.

2. Loyalty Management

The customer is the most crucial element of B2B sales. Since each person represents a different part of your organization and needs to be treated accordingly, tracking customer interactions is critical in B2B CRM software.

The company can then gauge possible sales from various parts of the organization based on daily or weekly information on customer interactions. Such data helps the company to identify opportunities or spot problems with their customers, which can be dealt with right away by the right people at the right time.

3. Nurturing Leads

When B2B CRM software is used, organizations can manage their sales process by nurturing leads. They will be able to monitor the time and frequency of information sent out to individual prospects about each stage of the sales process, such as first contact, discussion/negotiations, consideration, signing, and closing.

4. Marketing Automation

Business-to-business (B2B) CRM software is considered a significant step forward in marketing automation, which has been missing from many organizations for years. The reason is that it was never needed until now because there were companies with no analog processes.

With almost everyone involved in sales and marketing online today, it makes sense to get your marketing processes online so they can be managed and tracked daily.

5. Sales Performance Tracking

It is crucial to measure performance and track it so that you know exactly how well your sales team is performing. By doing this, you will be able to identify problems and hire the right people for the job. B2B CRM software will allow you to track all of your sales data, giving you a great insight into what works for your company and what does not, enabling you to hire the best people for the job efficiently.

6. Efficient communication

In our times, email is no longer the most efficient way of communicating with customers. We now have numerous channels to choose from, and you must know precisely who your customers are and what they like so you can design your content accordingly.

You will also need to be able to filter out junk email while you are looking at marketing automation, customer service automation, and anything else where you will have a lot of information coming through on a daily or weekly basis. This is where B2B CRM software comes in because it allows you to separate all of this information into various tabs and make it easy to access whenever needed.

7. Improved data security

When you use a CRM system, you can keep your data secure and away from prying eyes. You can also take advantage of the CRM system's robust security features to ensure that you own all your information safely.

8. Automated communication

B2B CRM software allows you to automate communications to save valuable time and resources daily. For example, if someone has requested information but has not responded, the sales team knows not to waste their time and resources on this person any longer. It is also suitable for the customer because they do not get bombarded with emails when they have not responded within a reasonable time.

» How to choose a B2B CRM software?

CRM management software has become an irreplaceable component for any company that sells products or services to other businesses in today's digital business era.

Here are some tips on how to choose a B2B CRM software:

  • Determine your needs and decide which type of CRM management suits your needs best. You can choose between on-premise, SaaS (Software-as-a-Service), hybrid, or cloud versions of the software; they differ in terms of privacy protection and data security requirements.
  • Check out reviews from major publications and high-authority websites to see what people say about the CRM product you're interested in.
  • Read the product documentation and features list to ensure everything you need is there.
  • To test the software, try it out as a free trial or demo version before finalizing your decision.
  • Know your industry better to choose the right CRM product for your company. For instance, if yours is a service-based business, build a relationship with business advisors in the industry (e.g., accounting firms) who could recommend best-of-breed CRM software options.
  • Please consider the enterprise-wide reporting and analysis requirement since most CRM packages have it as one of their main feature sets.
  • Conduct research on pricing, terms, conditions, and support offered. Find out what is covered in the CRM software's cost and ensure it covers your needs. Also, find out how they provide support and which channels are available so you can easily reach them when you need expert assistance.

Two important points to remember:

  • Good CRM software must be easy to deploy, configure, and integrate with other in-house systems (e.g., ERP);
  • A good B2B CRM should suit your business style

» How much does a B2B CRM Software Cost?

One of the most critical considerations for B2B CRM software is its price. Before deciding on a particular B2B CRM software, it's essential to determine the cost involved in implementing, maintaining, and managing the system. Different B2B CRM software packages and their prices vary by use case—for example, some measure up to $8000/yrs.’ for high-end enterprise solutions but can also run as low as $25/month for low-end hobbyist systems.

The cost of a particular system should also depend on whether you are looking at full implementation or just specific feature implementations. The price for a B2B CRM system varies depending on the number of users, several concurrent users, and whether you're looking at a B2B CRM system that is integrated with ERP systems or standalone.

When considering your project costs, keep in mind if you wish to embed the B2B CRM software into your current enterprise environment or build it separately. If you're looking to embed B2B CRM in your existing infrastructure, the price will decrease since prices are based on the total implementation cost, which includes hardware and labor. A typical implementation of an enterprise-level offering like Salesforce can run between $35000-$625000.

» Conclusion

Choosing CRM software that's right for your company should be an integral part of your business strategy. You'll be spending money on it, so you must get the best value for your money by choosing a top-notch program that meets the needs of all parties involved. Businesses should consider using B2B CRM software because they are based on the idea that the company has relationships. It is essential to recognize these relationships, but it is not necessarily a good idea to ignore them. Technology has enabled businesses to leverage these relationships and stay in touch with customers. This saves companies the time and expense of calling customers and remembering their names.

A business can send out email marketing campaigns, which can be customized entirely around individual customers; they can use CRM software to keep track of the contact information for each customer, and they can even enter that information into their database or billing system so that they do not need to retype it every time they choose a different customer's service.