Best Online CRM Software

Not so long ago, businesses with brick-and-mortar stores were perfectly capable of facilitating their customers who actually visited the stores. They efficiently maintained their relations with customers by greeting them whenever they visited the store, communicating with them to learn their requirements, and providing discounts to retain them. However, in today's tech-driven era, where almost every business has gone online, they require a perfect online system that is efficient for managing and maintaining business relations with customers to stay ahead of the competition - Online CRM ...

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List of Best Online 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

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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

monday sales CRM

The sales CRM software that’s fully customizable

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 ... read more about monday sales CRM

NA

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Israel

Freshsales

Easy Sales CRM Software

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 ... read more about Freshsales

Available

$9 Per month

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

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 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

Bigin by Zoho CRM

The easiest CRM to manage your customers

Bigin by Zoho CRM is a streamlined and user-friendly CRM solution, designed specifically for small businesses. It focuses on simplifying customer relationship management processes. The software offers essential features like contact and deal management, enabling businesses to efficiently track and nurture customer interactions. Pipeline management is a key feature, providing a clear overview of ... read more about Bigin by Zoho CRM

15 Days

$7 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

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

Tripleseat

Event Management Software Built for Hospitality People

Tripleseat is a specialized event management software designed to streamline the planning and execution of events for restaurants, hotels, and unique venues. Its standout feature is its ability to manage multiple event aspects from a single platform, including bookings, contracts, and billing. The software offers a robust calendar system for tracking and scheduling events, coupled with a detailed ... read more about Tripleseat

7 Days

Contact Vendor

United States

Salesmate

Best Sales CRM Software with Advanced Automation for Teams

Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and ... read more about Salesmate

15 Days

$23 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

Efficy CRM

Everything you need to power your growth in one CRM.

Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales processes. The software excels in contact management, helping teams organize and track their customer relationships ... read more about Efficy CRM

14 Days

$25 Per month

Belgium

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

Accelo

The Client Work Management Platform for Professional Service Businesses

Accelo is a robust business automation platform designed to simplify professional service operations. Offering a unified system, it seamlessly integrates project management, client relationship management, and billing processes. Accelo's strength lies in its ability to automate repetitive tasks, saving time and reducing errors. It empowers teams with real-time collaboration and communication tools... read more about Accelo

7 Days

Contact Vendor

United States

Airtable

The platform to build next‒gen apps

Airtable is a top-notch app development platform that empowers users to extend the functionality of their databases effortlessly. With a user-friendly interface, creating custom apps becomes accessible even for non-developers. Start by defining data models, then add custom views and interfaces. Leverage Airtable's API to connect with external services and integrate data seamlessly. Its flexibility... read more about Airtable

7 Days

$20 Per month

United States

vcita

Small Business Management Software & App

vcita is a robust business management platform that simplifies scheduling and client interactions for businesses. Its user-friendly interface allows for easy appointment scheduling, helping businesses save time and enhance customer convenience. The platform offers a personalized client portal, allowing customers to seamlessly book appointments, pay for services, and engage with businesses. With ... read more about vcita

Available

$29 Per month

United States

Thryv

Small Business Software & CRM System for Small Business

Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline communication, and boost their online presence. The platform includes features like online booking, allowing clients to ... read more about Thryv

7 Days

$20 Per month

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

Apptivo

Simplify your business operations with Business Management Software.

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... read more about Apptivo

30 Days

$15 Per month

United States

HoneyBook

The all-in-one clientflow platform for those who do it all

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

$8 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

Online CRM Software Buyer's Guide

In order to achieve high revenue and faster growth, it is important to build a long lasting relationship with customers. However, only service quality is not going to make that happen. The company needs to take help from modern technologies to maintain a healthy relationship with customers and this is where the need for customer relationship management software (CRM) comes into the picture. CRM is the heart of any business, and thus software in this niche can help your business to manage information in an organized way there by scaling the process of creating a healthy relationship with your clients with ease. It helps you to create effective marketing communication strategies to fetch high returns on your investment. However, selecting the right software involves more than just shortlisting a vendor. You need to go from the initial discussion of implementing the software to measuring its success in an effective manner. This guide will help you shortlist the right software ideal for your business.

» What is CRM (customer relationship management) software?

It is nothing but a customer relationship management software application that helps better manage the customer needs of small and mid-sized business companies. It offers a range of tools in the field of sales and marketing automation, customer support and help desk. It also helps towards configuring the product and running analytics on available customer data for better reporting. Through its multi-channel support, it maintains an organization better connected with customers via emails, live chat, and phone calls. The modern software applications also help clients gamify their sales process and reward worthy employees on the basis of their performances. It also comes with a mobile version that allows users to perform a higher level of sales activity from their iPads, iPhone or Android devices. The software application is capable enough to automate the sales process by strategically defining the workflows with ease. Not just that, it can integrate third-party applications such as Google Docs, MS office and Sharepoint for productivity needs.

» Is it worth investing money in online CRM software?

Through intelligence analysis, an organization can be able to manage customer renewals without any issue as the application comes well suited with necessary technological integrations. The overall performance caters towards 30% to 40% reducement in manpower cost for the same. This online CRM software can better optimize your pre-sales and post-sales efforts through self-driven email marketing. Therefore, looking at all the above-said factors, it is worth investing in CRM application software.

» What are the features of CRM software?

Let's consider some of the key features of the best CRM software.

› Contact management:

The online CRM software stores data such as contact information, support interactions, transaction history and demographics inside a central hub. Therefore retrieving information becomes easy.

› Lead Management:

Lead Management is one of the difficult tasks of customer relationship management systems but with the software, it becomes a Cakewalk. Starting right from client dealing till conversion you can manage the lead life cycle effectively. Your marketing funnel can be customized to match your needs. Through a centralized contact management system, your customer profile and their interactions get streamlined.

› Task management:

The software can automatically add tasks to customer information and can streamline the entire process of populating, assigning and monitoring your sales pipeline effectively.

› Email tracking:

You can easily come to know when your marketing emails get clicked and when they are viewed. If they are not viewed you can plan your marketing strategy to get noticed on your first attempt. Most of the best CRM software nowadays comes integrated with email services such as Gmail, MailChimp, and Outlook.

› Campaign management:

Starting from creation to delivery, you can effectively manage the campaign with the CRM tools. You can not only segment customers but also can streamline your workforce with ease. The software makes use of various metrics to measure the success of your campaign from various data-driven insights.

› Social media management:

Audience interaction with social media accounts means a lot for business success. The software gets valuable insights on the same by analyzing comments, likes and dislikes among others. The same helps you a lot to effectively manage your marketing strategies in order to get more customers.

› Reports and dashboards:

With add-on features of CRM tools, the software helps you to generate real-time reports with a hundred percent accuracy. You can get valuable data related to your market and can analyze the trend or pattern or behaviour of the customers with ease.

› Mobile application:

CRM software can be used from mobile devices which further empowers management to keep a track on the customers from anywhere. That means even when you are out of your office you can manage CRM through an IOS or Android device.

» What are the benefits of customer relationship management software?

There are a number of benefits of having CRM systems by your side. Here are some of the important ones to consider.

› Improve decision making

It brings important and crucial information into the spotlight which allows management to make easy decisions. It also helps in sales forecast and customer service measurement through tracking business performance and various other activities.

› Real-time access to data

Fetching data from different sources takes time but with CRM systems, it is a cakewalk. Workers can access data on a real-time basis from a centralized cloud store on various niches such as purchase history, pricing information, contacts, email history, and inventory. Thus making a decision on important aspects doesn't get anchored in the office.

› Enhanced sales cycle

Through software, it becomes easy to manage shorter sales cycles and thereby improving closing rate. CRM solutions can also help you with creating workflow rules and automatic sales processes. The CRM software is better known for streamlining order management as well. All you have to do is to select ideal CRM solutions for your business.

› Improved Call Centre service

The technology is capable enough to quickly manage and resolve customer queries through automatic routing, queuing and escalation. It is not required to continually monitor the work as the software will do that for you.

› Easy cross-selling

CRM software can help you identify repeat customers from past data. It recalls data from old CRM systems and enables caller agents to cross-sell products without brainstorming so much.

› Boost customer satisfaction

The software enables employees to access customer data on a real-time basis and it helps in maintaining a highly personalized relationship. This type of bonding helps in boosting customer satisfaction and maximizing profits.

› Increase conversion rates

By getting access to purchase history and behavioural statistics of customers the marketing team gets able to plan promotions to upsell or increase the rate of conversion.

» Before you choose the right CRM (customer relationship management) software?

Irrespective of the size of your company, the right CRM solution can help you stay competitive in the market by keeping a tap on your conversation with all customers. It helps you to effectively control your marketing efforts thereby maintaining a strong relationship with clients. Therefore, selecting an ideal CRM system for your organization is not an easy task. As every application has some pros and cons, there is a lot to consider.

Here are some easy steps to consider:

› Define your challenges:

The first step in choosing an ideal CRM is to define what challenges you want to resolve. Is it related to high customer churn rates or is it related to challenges in meeting revenue targets? Run through a process and involve your major stakeholders to figure out how you are planning to run your business. Once you map all the needs, you will be able to know how it needs to be done.

› Define your technological support:

It is better to decide what system you need to have in place before getting started. Most organizations need their CRM system to be integrated with existing accounting or eCommerce or online web portals. You may not require this but having an answer to this question is going to help you to set up a list of requirements when talking to a CRM vendor.

› Consider your budget:

Indicator goes: customers had a choice of where and how they prepare and deploy their CRM but nowadays there are alternative options like purchasing outright leasing and even rental. Therefore, budgetary concerns play a major part in choosing the right software.

› Decide where to run your CRM:

There could be two types of options, on-premise deployment, and cloud deployment. In the case of the former one, the owner has to own and maintain its own technology infrastructure server and networks. He may have to pay for the initial cost and an annual maintenance fee. However, in the second case, the service will be provided by a third party. The software will be hosted by a service provider and the data will be available on the internet. It is also called as online CRM or software as a service (SaaS) or on-demand CRM or cloud CRM.

» How to choose the best CRM software?

Respective of the size of a company, it is imperative to follow certain aspects while choosing CRM software. In this regard, the following aspects of a software help to nurture customer relationships better:

› Analytics:

The software is more than a platform that helps you with business processes; it uses advanced analytical tools. It effectively gathers and consults data to give you crucial information on how to make the best use of data-driven analytics. So, make sure the software application you are choosing stands tall on the same.

› Customization:

The software should be flexible enough to be configured as per your business workflow. Unless you can't control your data and approvals, it is difficult for you to get the best returns on your investment.

› Scalability:

When an organization grows, it requires advanced features, a high level of security, and many more 3rd party apps to take care of auxiliary works. In this regard, the software should be capable of scaling itself during the time of business growth. It should allow other applications to get integrated into it without any hassle.

› Ease of use:

The software must be quick to deploy and easy to use. Unless it has user-friendly features, it will be difficult for you to manage other tasks. Therefore, make sure the software is easy to use. It must have a short learning curve so that employees can understand and navigate through it without any problem.

› Mobile support:

Nowadays, almost every person is using mobile devices more than desktops. In this regard, if your CRM application is mobile-compatible, you can easily manage tasks even when you are out of your office.

» Questions to ask a vendor when buying the best CRM software

1. Does your online CRM software offer lead automation?
2. Does the system include a lead dashboard and management system?
3. What kind of communication channels does it provide for lead interaction?
4. How does the software help manage opportunities?
5. What does the product pack in for the tracking, management, and reporting of the sales pipeline?
6. Will the solution provide a means to manage my teams?
7. Does the software come in with business intelligence tools?
8. Does the system contain knowledge management functionalities?
9. Is there a live chat feature for real-time interaction?
10. Is the solution capable of offering categorization and cataloging?
11. How will it enhance team collaboration?
12. Will the solution include tools to control email responses?
13. Does it consist of a self-service portal?
14. Does the software offer advanced search filters to obtain information rapidly?
15. What type of performance metrics will the software provide?
16. How does the product improve customer support?
17. Does the software provide a way to analyze customer service?
18. Is the system accessible remotely?
19. Is the solution compatible across devices and platforms?
20. Is it possible to personalize the software completely as per my needs?
21. Will this solution be able to handle the increasing requirements of my growing business in the future?
22. How long would it take for us to start using this system?
23. What kind of security practices do you follow to protect my data?
24. What type of support do you have on offer post the sale?
25. Can I reach out to the support team 24/7?
26. Are upgrades and maintenance a part of the package I select?
27. Why should I choose your system over other players in the market?

» What is the cost of customer relationship management software?

The pricing of the best CRM for small business varies a lot across vendors. Depending on the number of features integrated the price of a CRM software varies. The cost easily includes a one-time license fee and the permission for a number of users. Though on-premise CRM can cost in hundreds of dollars, on the other hand, sass CRM may cost you in double or triple digits. You may be charged monthly or maybe annually with the price varying by set features, a number of users, type of storage and service level agreement. Typically there would be pricing starting from$12 per user per month that includes 2GB data storage per user coupled with native features and API access. Any plan to add extras may cost you starting from $75 per month 300 per month.

» Conclusion

The bottom line is CRM software helps to make smart and better decisions on improving customer relationships and growing business. Irrespective of your company size the software is crucial to your organization's success. Therefore you should be careful enough before choosing any software. If possible go for a free trial, check for CRM software reviews and if it turns out to be good then go for the premium subscription. Don’t just hassle yourself into the subscription as you may end up later repenting for the same. It's better to choose the version which fits your business best and partner with you for your success.