10 Best CRM Software for Professional Services 2022 (Free & Paid)

The information technology market offers the best CRM for professional services besides the CRM for product selling. CRM software comes in handy for all types of service providers for data management, including client profiles, past transactions, email communication, telephonic conversation, social media, & others that would be easy to retrieve in case of need. Hence, if service is the nature of your business, you can choose CRM software for professional services firms. The professional software services CRM would be helpful for you to identify cross-selling opportunities, retrieve the client data, comply, and automate the laborious & time-consuming tasks that pave the way to efficient functioning. The advantages include better customer support, targeted campaigns, updated information, identifying qualified or profitable leads, and productivity enhancement. If you are seeking a piece of in-depth information, look out for the list of the best CRM software for professional services today.

best-crm-for-professional-services

» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

Best CRM Software for Professional Services with Reviews

Pipedrive-best-crm-logo

1. Pipedrive – Popular CRM Software for Professional Services

Our Score 98/100

About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.

Pipedrive Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier” – Mitchell Workman

Pipedrive Reviews

Pipedrive

United Kingdom

501 – 1000

2010

$15.00 /month

Yes

4.5

2480+ Reviews

4.2

1570+ Reviews

Salesforce CRM - Top CRM Software for Professional Services

2. Salesforce CRM – Your clients, delighted. Your churn rate, lower than ever.

Our Score 98/100

About Salesforce CRM: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.

Salesforce CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino

Salesforce CRM Reviews

Salesforce

United States

10000+

2003

Not provided by vendor

Yes

4.4

17000+ Reviews

4.3

12000+ Reviews

HoneyBook - Best CRM System for Professional Services

3. HoneyBook – All-in-one CRM software for business consultants

Our Score 98/100

About HoneyBook: Honeybook is a fully-featured client and financial management software designed to serve small businesses. The software helps users simplify their business by providing tools like billing, contracts, and client communication that streamline the payment process in one place. In addition, automated payment and task reminders can be created based on the project.

HoneyBook Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“There haven’t been tools as comprehensive as HoneyBook. It opened up the possibilities for me. Things change all the time and you need something dynamic that you can change on the fly. HoneyBook really replaces a need to have any physical documents and is way more interactive.” – Jennifer Domenick

HoneyBook Reviews

HoneyBook

United States

51 – 200

2013

$39.00 /month

Yes

4.8

520+ Reviews

4.5

80+ Reviews

HubSpot CRM - Best CRM for Professional Services

4. HubSpot CRM – Top Cloud-Based CRM Software for Professional Services

Our Score 97/100

About HubSpot CRM: HubSpot CRM is a software application that primarily focuses on managing your business’s online presence and online marketing practices. The HubSpot CRM software is the backbone of every company’s website; it allows for managing and monitoring web traffic, tracking analytics, creating content for social media, and measuring success. Having access to HubSpot CRM can give you more insight into your customer’s behavior and customer relationship, which ultimately can help improve your company’s bottom line.

HubSpot CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“One of the most dangerous things a software company can do is remain static, HubSpot does a great job of listening to its customers and keeping up with the shifting world of technology. It’s a trustworthy platform that will keep pace with whatever the future brings.” – Haley Irwin

HubSpot CRM Reviews

HubSpot

United States

1001 – 5000

2012

Not provided by vendor

Yes

4.5

3400+ Reviews

4.4

9500+ Reviews

Zendesk Sell - Best CRM System for Professional Services

5. Zendesk Sell – CRM for Consulting and Professional Services Firms

Our Score 97/100

About Zendesk Sell: Zendesk Sell CRM is a powerful customer support and sales software. It helps businesses optimize their customer experience, increase revenue and improve profitability. Some of the features include: email marketing automation, lead management, task management, chat functionality, and more. Features are built for both inbound and outbound customer interactions – whether on the phone or through emails alone. It is compatible with different languages, so it’s accessible to everyone! Zendesk Sell CRM is an investment that will pay off in the long run by increasing your business’ competitive edge among others who don’t use this software.

Zendesk Sell Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“We are using Zendesk Sell and Support to give our sales and support teams everything they need in one platform. They are able to effectively and efficiently collaborate and improve the customer experience.” – Bonni Poch

Zendesk Sell Reviews

Zendesk

United States

1001 – 5000

2007

$49.00 /month

Yes

4.4

3100+ Reviews

4.2

450+ Reviews

Capsule CRM - Best CRM for Professional Services

6. Capsule CRM – Best CRM for Professional Services

Our Score 97/100

About Capsule CRM: Capsule CRM is a tool for managing your company’s relationships and activities. It is simple to use yet has the power to help you be a more productive organization. You’ll also be able to track key milestones and measure the success of campaigns by using its intuitive reporting tools. Capsule CRM is a dynamic platform that works in real-time. It facilitates a vital facet of digital business-tight collaboration between departments and teams. This data centralization makes it easy to manage your business’s contacts, leads, and activities across many different systems.

Capsule CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“We wish we had used Capsule years ago as we’d be much better off now. The cost is pretty small but the return we get is around 10 to 15 times bigger.” – Dale Harris

Capsule CRM Reviews

Zestia

United Kingdom

51 – 200

2009

Not provided by vendor

Yes

4.5

140+ Reviews

4.3

80+ Reviews

Creatio CRM - Best CRM for Professional Service Firms

7. Creatio CRM – Boost productivity and collaboration with the unified CRM experience

Our Score 97/100

About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.

Creatio CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko

Creatio CRM Reviews

Creatio

United States

501 – 1000

2002

$25.00 /month

Yes

4.8

80+ Reviews

4.6

200+ Reviews

Keap - Best CRM Software for Professional Service Firms

8. Keap – Best Cloud-Based CRM for Professional Services and entrepreneurs

Our Score 96/100

About Keap: Keap CRM is a professional cloud-based CRM and contact management software that is easy to use and manage. It is simple to use, yet powerful enough to be used in bigger companies and large enterprises. Keap CRM has been primarily designed for small businesses but can also be used by medium or large companies. Its features include task management, scheduler, security logins, time tracking, sales pipeline management, customer care automation with support ticketing, and SMS/phone call recording.

Keap Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“We looked at our business model, we were able to hire our first business coach, and Keap gave us enough breathing room to identify the bottlenecks in our production and sales systems. Ultimately, ALL the success MiSyte.com has enjoyed comes back to my decision to purchase Keap in 2014.” – Jamie Gilleland

Keap Reviews

Keap

United States

201 – 500

2001

$59.00 /month

Yes

4.1

1100+ Reviews

4.2

1400+ Reviews

Ontraport - Best CRM software for Consultants

9. Ontraport – Best CRM software for Professional Services

Our Score 96/100

About Ontraport: Ontraport provides flexible and functionally rich CRM software for professional services that tackle marketing, sales, and business in one place. It automatically captures the complete data regarding sales and leads, segments it in one platform, tracks multiple pipelines at once, and syncs marketing and sales processes. Compatible with any kind of mobile device with an app, Ontraport also integrates with Google Calendar, Zapier, Quickbook, WordPress, Freshdesk, and many more.

Ontraport Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“Before Ontraport, we would forget to call back clients when things got busy or hectic. We would field hundreds of calls per year with simple questions that could have been eliminated by sending out an email on the day of service. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure this never happens. The return on investment with Ontraport is huge.” – Eric Foronjy

Ontraport Reviews

Ontraport

United States

51 – 200

2006

$29.00 /month

Yes

4.2

80+ Reviews

4.4

150+ Reviews

CentraHub CRM - Best CRM software for Professional Consultants

10. CentraHub CRM – Client Relationship Management Simplified

Our Score 96/100

About CentraHub CRM: CentraHub CRM is an innovative, reliable, customizable CRM solution that will help you manage your sales data and improve customer relationship management. The CentraHub CRM solution has a much smaller learning curve than traditional software. This makes it less costly for you and no time-wasting when getting started. The CentraHub CRM includes easy-to-access widgets that allow for visual analytics, which can even be exported into excel sheets or PowerPoint presentations for later use.

CentraHub CRM Features: Team Collaboration, Interaction Tracking, Opportunity Management, Pipeline Management, Lead Management, Customer Management, Lead Capture, Workflow Management, Customer Support, Campaign Management, Productivity, Reporting and Analytics

“CentraHub CRM is a Highly customizable solution. The solution is more of a platform that you can build your processes and workflows upon. There are obvious best-practice templates to start off from, but if you really get invested in the implementation process of the solution you will discover endless possibilities to really make the software work for you and not the other way around.” – Hani

CentraHub CRM Reviews

Focus SoftNet

United States

501 – 1000

2016

$10.00 /month

Yes

4.0

20+ Reviews

4.8

20+ Reviews