Best CRM Software for Professional Services (Free and 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 conversations, 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 Free and Paid CRM software for professional services today.
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Software
Buyer’s
Guide
List of Best CRM for Professional Services (Free and Paid)
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 eas... Read more about Pipedrive
14 Days
$12 Per month
United States
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, whil... Read more about Microsoft Dynamics 365
30 Days
Contact Vendor
United States
HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reven... Read more about HubSpot CRM
Available
$20 Per month
United States
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 sa... Read more about Zendesk Sell
Available
$19 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, facilitat... Read more about Salesforce Sales Cloud
Available
$25 Per month
United States
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
NA
Contact Vendor
United States
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 tailo... Read more about Zoho CRM
15 Days
$14 Per month
India
Freshdesk
Delight your customers with omnichannel support solutions that drive meaningful conversations across channels.
Freshdesk is a cloud-based customer service software offering a suite of tools to streamline support processes. It features a multi-channel ticketing system, allowing teams to manage conversations from email, chat, phone, and social media in one place. The software includes automation tools to assign tickets to the right agents and prioritize urgent issues. Freshdesk's self-service options, like k... Read more about Freshdesk
14 Days
$15 Per month
United States
Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customers, centralizing communication and customer information. It features an AI-based lead scoring system, which prioritizes p... Read more about Freshsales
Available
Contact Vendor
United States
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. A... Read more about ActiveCampaign for Sales
14 Days
$49 Per month
United States
monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include custo... Read more about monday sales CRM
Available
$12 Per month
Israel
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 in... Read more about Bitrix24
15 Days
$1590 Per month
United States
ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... Read more about ClickUp
14 Days
$7 Per month
United States
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 mana... Read more about SugarCRM
NA
$26 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
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 pi... Read more about Nimble
14 Days
$24.90 Per month
United States
Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integratio... Read more about Insightly CRM
14 Days
$29 Per month
United States
Ontraport is a comprehensive business automation software designed for small to medium-sized businesses. It combines CRM, email marketing, and e-commerce functionalities in one platform. Key features include lead capture and management, helping businesses track customer interactions and sales. Ontraport offers automated marketing campaigns, making it easier to engage customers with targeted messag... Read more about Ontraport
14 Days
$24 Per month
United States
HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... Read more about HoneyBook
7 Days
$16 Per month
United States
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
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 i... Read more about Creatio
Available
$25 Per month
United States
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 cus... Read more about Nutshell
14 Days
$16 Per month
United States
Bonsai is an excellent bookkeeping solution. It proves to be a valuable companion for small businesses, akin to a digital ledger that efficiently records financial transactions. Managing invoices, tracking expenses, and handling payments become easier processes with its easy-to-use interface. Think of it as a virtual workspace, ensuring your financial details are neatly organized and easily access... Read more about Bonsai