An Online CRM Software is responsible for managing a relationship that exists between a business and its customers. It helps a business to manage a number of business processes that include customer data, customer interaction, tracking leads, marketing, customer support, and much more. They are designed in a unique manner in order to help the organizations to meet all the objectives of a proper customer relationship management. CRM software is responsible for managing the various business contacts, clients, employees, sales lead, and contract wins. The software is customizable and scalable, which has helped the organizations to gain customer insights, view the various business opportunities, and personalize the customer service, based on the history as well as the prior interactions with them. To know about the best Online CRM Software that is currently ruling the market, consider the list of the top Online CRM Software mentioned below, coined together by SoftwareWorld.
Best Online CRM Software | Customer Relationship Management Software
1. HubSpot CRM – Everything you need to sell in one integrated suite
About HubSpot CRM : HubSpot is a celebrated name in the internet marketing world and the company is famous for its inbound marketing and sales software. HubSpot CRM is the free CRM solution for small businesses. The user can effortlessly organize leads and customers through this software. It’s a best online CRM option where business managers or owners can view entire sales funnel with the help of visual dashboard. HubSpot online CRM easily tracks all the customer interactions.
HubSpot Online CRM Features : Cataloging / Categorization, Email Response Control, Live Chat, Performance Metrics, Search, Self Service Portal
“We work all more aligned, we do not lose any information on the customer, we can trace the history of the various points of cotnatto that a customer or a prospect has had with the different departments, we simplify the life and work becomes less stressful with this tool.” – Giovanni F.
1001 – 5000
Not provided by vendor
Yes, get a free trial
2. Zoho CRM – Multichannel CRM for businesses of all sizes
About Zoho CRM : Zoho is a leading company trusted by more than 40 million users globally. The company offers a powerful suite of software for businesses. Zoho Customer Relationship Management (CRM) software offers the exclusive ways to close more deals for your business. It’s a multichannel CRM where you can easily interact with your customers through email, live chat, social media and on call. You can also integrate the CRM with third-party software and analyze your performance metrics.
Zoho Online CRM Features : Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Performance Metrics, Search
“There is so much flexibility and customization possible, you are mostly limited by your ability to use them all. It has given our sales managers much better tools to manage their leads and accounts, and given management visibility to everything that is happening.” – David K.
Yes, get a free trial
3. amoCRM – Lead & Sales Management for SMBs
About amoCRM : amoCRM is a salient Online CRM software for the business teams. The software offers a user-centric pipeline management feature where the user can easily analyze their performance. It’s a cloud-based CRM system offers different messaging features to boost sales and revenues. The user can also find email response feature to manage their customers through this software. You can even track customer support through amoCRM and take the data-driven decision.
amoCRM Online CRM Features : Cataloging / Categorization, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Performance Metrics, Search, Self Service Portal
“Our company trialed several applications for CRM management programme. amoCRM has been our chosen application due to its friendly and relevant user interface and functionality, creating a perfect solution for our sales team.” – P.Farrey
51 – 200
Yes, get a free trial
4. Freshsales – The CRM for high-velocity sales teams
About Freshsales : Freshsales is a freshworks online CRM software where the user can use AI-based lead scoring. Freshsales offers different types of online CRM features like built-in phone, built-in email, and search feature for the best leads, conversation tracking, and pipeline sales management. The user can find clean UI through this software and it’s really easy to integrate with other software. The user can see all the activities and perform multiple actions in one place.
Freshsales Online CRM Features : Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Performance Metrics, Self Service Portal
“With Freshsales reporting features, we’ve cut down the time taken to generate reports by 60%. Using the sales CRM, we’re able to generate reports anytime and summarize information 10X faster than before. This has immensely improved our productivity.” – Erica Mannherz
501 – 1000
Yes, get a free trial
5. bpm’online CRM – Boost marketing, sales and service performance!
About bpm’online CRM : bpm’online CRM is award-winning online CRM software where the user can easily accelerate marketing, sales, and customer support services. The user can find agile business process management through this software. The software also offers collaboration tools, lead management feature, quality management, document flow automation feature, case management, service catalog, knowledge management, and mobile CRM feature to the users. The user can easily analyze the performance through analytics feature.
bpm’online CRM Features : Cataloging / Categorization, Customer Service Analytics, Email Response Control, Knowledge Management, Performance Metrics
“We had to make our business grow faster and the best scenario for us was to adopt a customer-centric strategy, get rid of internal silos and enable information sharing across divisions. Bpm’online, thanks to its ease of use, was the right corner stone to put in place such a strategy.” – Stefano Magliole
501 – 1000
Yes, get a free trial
6. Agile CRM – Sales and marketing CRM for growing businesses
About Agile CRM : Agile CRM is All-in-one online CRM software where you can find all the customer relationship management features for your business. It’s easy to use cloud-based CRM software and you can access it through any device from anywhere. Agile CRM offers contact management, deal management, telephony features, appointment scheduling, and project management for the sales department. Marketing automation feature, email marketing, mobile marketing, and social suite are helpful features for marketing.
Agile Online CRM Features : Cataloging / Categorization, Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Performance Metrics, Search, Self Service Portal
“Agile is a pretty comprensive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I’ve found the customer service incredibly responsive.” – Luke Vincent
51 – 200
Yes, get a free trial
7. Copper – (formerly ProsperWorks) The only CRM recommended for Google
About Copper : Copper is leading online CRM software for those who really love Google. The user can find Copper & G Suite together with this platform. You don’t need to put manual data entry, Copper automates the system. The user can find all the customer interactions, accounts, deals, and much more at one place. It’s recommended online CRM (Customer Relationship Management) software by Google. Copper is a formerly known as a ProsperWorks.
Copper Online CRM Features : Cataloging / Categorization, Customer Support Tracking, Email Response Control, Performance Metrics, Search, Self Service Portal
“My company has been using Copper for over a year and we love it. Being able to customize it to meet each business needs is amazing and has made this product fit our business like a glove. We also like that the reports are fast and you can easily manage users permissions. The Copper support team are excellent.” – Peter D.
201 – 500
8. RepairShopr – All-in-one platform for repair shops and more.
About RepairShopr : RepairShopr is an online CRM software where the user can find ultimate customer relationship management features for the businesses. The user can manage sales, invoicing, ticketing, billing, multiple contacts, email, referral source tracking, customer tracking and much more through the RepairShopr. It also works as a robust inventory system for your business; the POS (point of sale) linked to directly to the inventory. The user can also integrate third-party apps.
RepairShopr Online CRM Features : Cataloging / Categorization, Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Search, Self Service Portal
“I’ve not found anything that is such a complete all-in-one solution. Inventory management, invoicing, CRM, parts and order tracking, reporting…RepairShopr does all of that. It’s pretty huge!” – Yochai Gal
02 – 10
9. InStream – Sales, contact management & relationship automation tool
About InStream : InStream is the best alternative to common CRM. This online CRM Software is a helpful way where the user can collect valuable information about customers. The software also offers the best feature where the user can comfortably communicate with the right people in real time. The user can convert their leads into a strong relationship through this software. Social media customer conversation is also a fruitful feature of the Instream.
InStream Online CRM Features : Cataloging / Categorization, Customer Service Analytics, Customer Support Tracking, Email Response Control, Search
“CRM systems are only as good as their usability for sales people. InStream allows you to manage all your sales communications from their intuitive dashboard, making your sales team even more efficient” – Mick Griffin
02 – 10
10. Yonyx – Decision tree driven Interactive guides for customer service
About Yonyx : Yonyx is useful software for call center management and customer support management. It’s a cloud-based solution for customer service. This software can easily integrate with your CRM software and help your business to improve customer service. It offers a self-service portal feature where the user can comfortably evaluate customer service and performance metrics. You can also find cataloging and search feature through this software.
Yonyx Online CRM Features : Cataloging / Categorization, Customer Service Analytics, Knowledge Management, Performance Metrics, Search, Self Service Portal
“Exactly what I was searching for. We have some fairly complex support and troubleshooting issues and I find my Yonyx guides invaluable for finding my way through the maze. Can interactively build complex troubleshooting guides, including screenshots. Can access from the desktop browser or embed in intranet and web pages.” – Peter L.
02 – 10
Not provided by vendor
11. Yetiforce – The most innovative free CRM system
About Yetiforce : YetiForce is award-winning open source CRM software. It is a multichannel system that can be easily tailored to any needs of a company. It is equipped with over 80 user modules and 80 admin tools, however, it can also be integrated with third-party libraries to become an even more powerful solution. YetiForce is the best and free alternative to common and expensive CRM systems.
Yetiforce Online CRM Features : Cataloging / Categorization, Customer Service Analytics, Customer Support Tracking, Email Response Control, Knowledge Management, Live Chat, Search, Self Service Portal
“An awesome CRM and its opensource and free ! The most complete CRM system with many built-in features. YetiForce offers far more customization than I ever thought and it is pretty easy to adjust the system once you figure it out.” – Benjamin B.
YetiForce Sp. z o.o.
Get Quick Comparison of Top Online CRM Software
|Online CRM Features||HubSpot CRM||Zoho CRM||amoCRM||Freshsales||bpm’online CRM||Agile CRM||Copper||RepairShopr||InStream||Yonyx|
|Price||Not provided by vendor||$12.00/ month/user||$15.00/ month/user||$12.00/ month/user||$25.00/ month/user||$8.99/ month/user||$19.00/ month/user||$49.00/ month/user||$8.00/ month/user||Not provided by vendor|
|Cataloging / Categorization|
|Customer Service Analytics|
|Customer Support Tracking|
|Email Response Control|
|Self Service Portal|
Online CRM Software Buyers 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 managing the customer need 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 connect with customers via emails, live chat, and phone calls. The modern software applications also help clients gamifying 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 get 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 in many 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 system 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 take 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 cycle 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 system 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 customer 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 following aspects in a software help to nurture customer relationships better:
The software is just more than a platform that helps you with business processes with its advanced analytical tools. It effectively gathers and consulted 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.
The software should be flexible enough to be configured as per the workflow of your business. Unless you can't have control over your data and approvals, it is difficult for you to get the best returns on your investment.
When an organization grows it requires advanced features, 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 to 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 to software provides an ease of 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 people are 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.
» 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.
The bottom line is CRM software helps to make smart and better decisions on improving customer relationship 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.
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