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 Software. There are lots of online CRM tools available in the market with robust functionalities, such as contact management, lead management, pipeline management, reports & analytics, notifications, workflow automation, and customization. Businesses or companies, regardless of their size and industry type, can leverage these online CRM systems to manage their customer data and customer interaction. Online CRM tools enable businesses to manage their leads, marketing efforts, and customer support. They are uniquely designed to fulfill businesses' specific requirements and are perfectly capable of taking businesses to the next level. If you are looking for the best online CRM tool, below is the list of the 10+ best online CRM software that might get your attention:

» Get Quick Comparison of Top Online CRM Software
» What are the Top CRM Software in 2023?
» What is CRM (customer relationship management) software?
» Is it worth investing money in online CRM software?
» What are the features of CRM software?
» What are the benefits of customer relationship management software?
» Before you choose the right CRM Software?
» How to choose the best CRM software?
» Questions to ask a vendor when buying best CRM software
» What is the cost of customer relationship management software?
» Conclusion
Best Online CRM Software For Small Business With Ratings & Reviews
#1) Pipedrive
› Why We Choose Pipedrive CRM Software?
In our extensive research, we found Pipedrive CRM software, the best sales CRM and pipeline management software. Our research team discovered that the Pipedrive CRM tool offers many productive features, such as a visual sales pipeline, customizable pipeline, team collaboration, activity reminders, contact history, web forms, sales forecasting, automation, reports & analysis, and lead qualifications.
We also found that the Pipedrive CRM tool comes at a very affordable price that is best suitable for small teams and businesses. Additionally, the tool is highly scalable, so users do not have to worry about upgrading the CRM solution as their business grows.
Furthermore, Pipedrive CRM software has its own mobile application. Sales teams with a busy schedule who want to make sales on the go might get a perfect opportunity to engage with customers 24/7 with the Pipedrive CRM mobile application.
› What are the Prime Features of the Pipedrive CRM Software?
Contact Management | Lead Management | Lead Qualification |
Sales Pipeline Management | Email Marketing | Team Collaboration |
Lead Generation Chatbot | Sales Automation | Reporting & Analytics |
Tracking Recurring Revenue | Sales Forecasting | Communication Tracking |
Workflow Automation | Task Management | Deal Management |
Calendar Management | Email Sync with Templates | Email Tracking |
Email Sequences | Email Scheduling | Meeting Scheduling |
Video Call Scheduling | Lead Routing | Account Access Controls |
Document Management | Contract Management | E-signatures |
Revenue Forecasting | Field Customization | Project Planning |
Project Tracking | Enhanced Security |
› Pipedrive CRM Software Pricing
-
- Essential: US$ 9.90 user/month/billed annually & US$ 14.90 user/month/billed monthly
- Advanced: US$ 19.90 user/month/billed annually & US$ 27.90 user/month/billed monthly
- Professional: US$ 39.90 user/month/billed annually & US$ 49.90 user/month/billed monthly
- Power: USD$ 49.90 user/month/billed annually & US$ 64.90 user/month/billed monthly
- Enterprise: US$ 59.90 user/month/billed annually & US$ 99.00 user/month/billed monthly
You can find in-depth pricing information about all the subscription packages on Pipedrive's official pricing page.
› Who Are The Typical Customers Base of The Pipedrive CRM Software?
Large enterprises | Small business | Non-profit organizations |
Mid-size business | Public administrations | Freelancers |
› Popular Industries Using the Pipedrive CRM Software Most
Marketing Industry | Events Industry | Construction Industry |
Recruitment Industry | Education Industry | Nonprofit Industry |
SaaS Industry | Consulting Industry | Logistics Industry |
Media & Entertainment industry | Manufacturing Industry | Healthcare Industry |
Travel Industry | Real Estate Industry | |
eCommerce Industry | Financial Services Industry |
› Top Companies Using Pipedrive CRM Software
Mybanker, BBMG Consulting, Scratchpay, Tiffany Largie, Snug, Layout, Big Dog Solar, JuiceBar, Inkwell, Mobius, Expanish, Monterail, Gray Matters, Zimple
› What Are The Pros & Cons of Pipedrive CRM?
Pros
It comes in budget-friendly pricing | Offers a mobile application | Built-in telephony |
Offers a 14-day free trial | Unlimited sales pipelines | Intuitive dashboard |
Easy-to-use interface | API support |
Cons
No free version to offer | Limited custom fields and reports on the Essential plan |
Low-level marketing ROI analytics |
› Company Details
-
- Website: https://www.pipedrive.com/
- Vendor Name: Pipedrive
- Headquarter: New York, United States
- Company Size: 501-1,000 employees
- Founded: 2010
- Read our Pipedrive review
#2) Salesforce Sales Cloud CRM
› Why We Choose Salesforce Sales Cloud CRM Software?
We found Salesforce Sales Cloud one of the best CRM tools to sell faster and smarter with the automation of repetitive sales activities. The solution offers fascinating automation features that help small businesses to grow. The features include activity management, lead management, forecast management, pipeline management, reports, contract approvals, collaboration, and optimization.
Furthermore, our research says that Sales Cloud has simple and affordable pricing plans for small to large size businesses or companies. Users can easily upgrade their plan whenever their business requirements change. Additionally, Sales Cloud offers exceptional customer support. It offers 24/7 global support and one-to-one guidance.
› What are the Prime Features of Salesforce Sales Cloud CRM Software?
Contact management | Account management | Activity management |
Lead management | Opportunity management | Forecast management |
Pipeline management | Reports & dashboards | Workflow process automation |
Quote generation | Team collaboration | Email integration with Gmail & Outlook |
Lead assignment and routing | Lead scoring | Campaign management |
Email templates | File sharing | Task management |
Mobile App |
› Salesforce Sales Cloud CRM Software Pricing
-
- Starter: $25 USD user/month (billed annually)
- Professional: $75 USD user/month (billed annually)
- Enterprise: $150 USD user/month (billed annually)
- Unlimited: $300 USD user/month (billed annually)
You can visit Salesforce Sales Cloud’s official pricing page for more information.
› Who Are The Typical Customers Base of Salesforce Sales Cloud CRM Software?
Large enterprises | Mid size business | Small business |
Public administrations | Non profit |
› Popular Industries Using Salesforce Sales Cloud CRM Software Most
Automotive industries | Communications industries | Consumer Goods industries |
Financial Services industries | Banking industries | Insurance industries |
Government services industries | Healthcare industries | Higher education industries |
Manufacturing industries | Media & entertainment industries | Nonprofit industries |
Retail industries | Hospitality industries |
› Top Companies Using Salesforce Sales Cloud CRM Software
Ford, Formula 1, Uber Eats, Vitality, Humana, IBM, Casey, Mindbody, Priority Health, BetterUp, MillerKnoll, Schneider Electric, Cruise
› Pros and Cons of Salesforce Sales Cloud CRM
Pros
Offers advanced sales automation features with AI + Cloud | Accurate sales forecasting |
Offers efficient automation features at convenient pricing | Automation reduces the repetitive manual tasks |
Boost sales reps’ productivity | Advanced reporting and planning |
Flexible customization |
Cons
No free version to offer | The unlimited plan is not budget-friendly |
Add-ons pricing is complex | Maintenance and training cost is expensive |
› Company Details
-
- Website: https://www.salesforce.com/products/sales-cloud/
- Vendor Name: Salesforce
- Headquarter: San Francisco, CA
- Company Size: 10,001+ employees
- Founded: 2003
- Languages Support: Russian, Spanish, French, Swedish, English, German, Italian
#3) monday sales CRM
› Why We Choose monday sales CRM Software?
Our research indicates that the monday sales CRM software is a fully customizable CRM tool with a user-friendly UI. monday sales is preferable for every business type, regardless of size. It offers robust features that help sales teams to increase productivity. The feature includes sales forecasting, kanban, lead capturing, data import, activity tracking, and email management.
The tool offers cost-effective pricing plans with excellent customer support service (99.9% uptime SLA). It offers 24/7 customer support through a powerful knowledge base, email/helpdesk, FAQs, and daily live webinars. Additionally, the solution supports live webinars in multi-language, like English, Hebrew, Frech, and German.
› What are the Prime Features of monday sales CRM Software?
Contact management | Sales pipeline management | Lead management |
Deal management | Lead capture | Sales forecasting |
Sales operation management | Email integration with Gmail & Outlook | Email tracking |
Email templates | Task management | Activity tracking and management |
Project management | Team collaboration | Web forms |
Quote & invoice creation | Dashboard & reporting | Third-party apps integration |
Mobile app |
› monday sales CRM Software Pricing
-
- Basic: $12.5 user/month (billed monthly), $10 user/month (billed annually)
- Standard: $17 user/month (billed monthly), $14 user/month (billed annually)
- Pro: $30 user/month (billed monthly), $24 user/month (billed annually)
- Enterprise: Users need to contact monday sales CRM tool’s sales team for this subscription
Visit monday sales CRM software’s pricing page for more pricing information.
› Who Are The Typical Customer Base of monday sales CRM Software?
Large enterprises | Mid size business | Small business |
Non profit | Public administrations |
› Popular Industries Using monday sales CRM Software Most
Insurance industries | Fitness industries | Higher education industries |
Automotive industries | Manufacturing industries | Services industries |
Financial services industries | Events industries | Banking industries |
Real estate industries | Photography industries | Architecture industries |
Law industries |
› Top Companies Using monday sales CRM Software
HoltCat, Canva, CocaCola, Oxy, Lionsgate
› Pros & Cons of monday sales CRM Software
Pros
Unlimited contact database and customized sales pipelines | A 14-day free trial |
Variety of subscription plans | Mobile app for Android and iOS devices |
99.9% uptime SLA for customer support service | Daily live webinars in different languages |
HIPPA compliance |
Cons
No live chat support | No MailChimp, Zoom, and PandaDoc integration |
The pricing structure is a little bit complex | Some advanced analytical features are a bit complex to understand |
› Company Details:
-
- Website: https://monday.com/crm
- Vendor Name: monday.com
- Headquarter: Tel Aviv, Israel
- Company Size: 1,001-5,000 employees
- Founded: 2012
- Languages Support: Portuguese, German, Dutch, Spanish, Italian, English, Turkish, Dutch, Japanese, French, Korean
- Read our monday sales CRM Review
#4) HubSpot CRM
› Why We Choose HubSpot CRM Software?
According to our research, the HubSpot CRM software is one of the most popular CRM tools available in the market that offers almost everything that solopreneurs and small businesses may require to grow their businesses. The tool offers different CRM products to streamline comprehensive business processes. The tool offers Marketing, Sales, Service, CMS, and Operations Hubs. Users can also obtain a CRM suite that covers all the products.
What’s more, we discovered that HubSpot provides a free version with essential features for every product. New startups can use the free version as long as they want. More importantly, the solution gives top-class customer support. Users can contact HubSpot’s customer support team through many ways, such as chat, phone support, community, helpdesk, and online knowledge base.
› What are the Prime Features of HubSpot CRM Software?
Contact management | Account management | Customized dashboard |
Website activity tracking | Opportunity management | Lead management |
Gmail & Outlook integration | Conversation intelligence | Task management |
Email marketing | Marketing analytics | Marketing automation |
Campaign management | ROI analytics | Email templates |
Email integration | Email tracking | Ad management |
Social media management | Lead capture | Lead analytics dashboard |
Meeting scheduling and live chat | App Marketplace integrations | Reporting |
Mobile app | Customer Support Portal |
› HubSpot CRM Software Pricing
1. Marketing Hub
-
- Free version: $0
- Starts at $18 monthly/annual commitment (Billed monthly)
2. Sales Hub
-
- Free version: $0
- Starts at $18 monthly/annual commitment (Billed monthly)
3. Customer Service Hub
-
- Free version: $0
- Starts at $18 monthly/annual commitment (Billed monthly)
4. CMS Hub
-
- Free version: $0
- Starts at $23 monthly/annual commitment (Billed monthly)
5. Operations Hub
-
- Free version: $0
- Starts at $18 monthly/annual commitment (Billed monthly)
Visit HobSpot’s pricing page for in-depth knowledge of the tool’s subscription packages.
› Who Are The Typical Customers Base of HubSpot CRM Software?
Large enterprises | Mid size business | Small business |
Freelancers | Non profit |
› Popular Industries Using HubSpot CRM Software Most
Software & technology industries | Sports & fitness industries | Travel & leisure industries |
Manufacturing industries | Marketing & advertising industries | Media & communications industries |
Energy & utilities industries | Events industries | Food & hospitality industries |
Financial services industries | Construction industries | Consumer goods industries |
Automotive industries | Banking industries | Consumer services industries |
eCommerce industries | Education industries | Healthcare industries |
Insurance industries | Logistics industries | Nonprofit industries |
Professional services industries | Real estate industries |
› Top Companies Using HubSpot CRM Software
Crunch Fitness, Handled, Ceros, Momentive, ClassPass, WyreStorm
› Pros & Cons of HubSpot CRM Software
Pros
Provides a free version of the prime CRM tool | User-friendly UI |
Provides a 14-day free trial | Offers App Marketplace |
24x7 customer support service | Offers great lead-generation tools |
Provides amazing reporting capabilities |
Cons
No A/B testing feature | Complex pricing structure |
Only one email for one contact | Limited customer support for free version users |
Premium subscriptions are expensive for small businesses and startups |
› Company Details:
-
- Website: https://www.hubspot.com/products/get-started
- Vendor Name: HubSpot
- Headquarter: Cambridge, Massachusetts
- Company Size: 1,001-5,000 employees
- Founded: 2006
- Languages Support: Spanish, German, English, Spanish, French, Japanese
- Read our HubSpot CRM Review
5. Zoho CRM
› Why We Choose Zoho CRM Software?
Our research indicates that the Zoho CRM software is a sales-centric solution widely used to assist sales leaders and representatives in performing sales-related activities, regardless of business size. The tool is equipped with robust features, such as contact management, workflow automation, deal management, sales forecasting, marketing automation, sales process builder, and reports & analytics.
Zoho CRM has straightforward pricing packages, including a free version with essential features. New startups can leverage the tool’s free version for business growth. Moreover, Zoho CRM provides exceptional customer support, like 24/7 live reps, chat, and phone support.
› What are the Prime Features of Zoho CRM Software?
Contact management | Account management | Lead management |
Deal management | Workflow automation | Sales process management |
Sales forecasting | Email management | Email tracking |
Lead capture | Sales process builder | Performance management |
Task management | Team collaboration | Marketing automation |
Customization | Event management | Multi-currency |
Omnichannel conversation | Third-party apps integration | Mobile app |
Reporting & analytics |
› Zoho CRM Software Pricing
-
- Free: $0
- Standard: $14 user/month/annual billing
- Professional: $23 user/month/annual billing
- Enterprise: $40 user/month/annual billing
- Ultimate: $52 user/month/annual billing
You can explore Zoho CRM’s pricing page for detailed pricing information.
› Who Are The Typical Customers Base of Zoho CRM Software?
Large enterprises | Mid size businesses | Small businesses |
Startups | Freelancers | Non profit |
› Popular Industries Using Zoho CRM Software Most?
Recruitment industries | Automotive industries | Legal industries |
Real estate industries | SaaS technology industries | Insurance industries |
Education industries |
› Top Companies Using Zoho CRM Software
OLA, tassal, hotstar, IIFL, Purolite
› Pros and Cons of Zoho CRM Software
Pros
Easy-to-use interface | Easy-to-understand | Mobile devices are supported. |
Free plans available | Multiple integrations | Flexible unsubscribe and refund guarantee |
The email marketing process | Process automation |
Cons
Learning curve steep | Only higher plans have access to the AI Zia tool |
No integration with the free plan | Chargeable customer support |
The lengthy cycle of refund (30-45) days |
› Company Details
-
- Website: https://www.zoho.com/crm/
- Vendor Name: Zoho
- Headquarters: Chennai, India - Austin, Texas
- Company Size: 10,001+ employees
- Founded: 1996
- Languages Support: English, Dutch, Chinese, German, French, Italian, Portuguese, Swedish, Spanish, and Japanese
- Read our Zoho CRM Review
#6) Zendesk Sell
› Why We Choose Zendesk Sell CRM Software?
As per our experts, the Zendesk Sell CRM tool is one of the modern sales CRM tools capable of boosting productivity, revenue growth, and better pipeline visibility. The tool provides robust features, such as sales engagement tools, email integration, smart lists & templates, a power dialer, bulk outreach, and sales triggers.
Zendesk Sell comes in affordable pricing that is suitable for business sizes. It also has an easy to use interface. Sales reps can easily learn features and start using them in no time. For any query, reps can easily contact customer support in various ways, such as email, phone support, and 24/7 live reps.
› What are the Prime Features of Zendesk Sell Software?
Contact management | Account management | Lead management |
Sales pipeline management | Customization | Lead scoring |
Task management & automation | Email integration | Email tracking |
Bulk emailing | Email templates | Text messages |
Sales engagement tools | Activity reporting | Custom dashboards |
Power dialer | Bulk outreach | Call tracking & recording |
Sales triggers | Advanced analytic | Centralized platform |
Calendar integration | Third-party apps integration | Reporting & analytics |
Mobile app |
› Zendesk Sell CRM Software Pricing
-
- Team: US$19 user/month/annual subscription
- Growth: US$49 user/month/annual subscription
- Professional: US$99 user/month/annual subscription
- Enterprise: US$150 user/month/annual subscription
You can find in-depth details of Zendesk Sell CRM’s pricing subscriptions on the tool’s pricing page.
› Who Are The Typical Customers Base of Zendesk Sell Software?
Large enterprises | Mid size business | Small business |
Non profit | Public administrations |
› Popular Industries Using Zendesk Sell Software Most
Professional services industries | eCommerce industries | Healthcare industries |
Consulting industries | Logistics & transportation industries | Architecture industries |
› Top Companies Using Zendesk Sell Software
Staples, Polaris, Freshly, Standard Beverage
› Pros and Cons of Zendesk Sell CRM
Pros
Smooth interface with easy and flexible native integrations | Mobile CRM applications include geolocation |
Representable dashboard with drag-and-drop analytics | Excellent customer interaction with clear visibility |
Exceptional functionalities to manage the sales cycle |
Cons
Even in higher plans, sales pipelines are limited | The learning curve is steep. |
Market automation isn't built-in. | Getting in touch with customer support can be challenging. |
No free plans tiers | High plans for more features |
› Company Details
-
- Website: https://www.zendesk.com/sell/
- Vendor Name: Zendesk
- Headquarter: San Francisco, CA
- Company Size: 1,001-5,000 employees
- Founded: 2007
- Languages Support: Spanish, English, German, Polish, Dutch, Portuguese
- Read our Zendesk Sell CRM Review
#7) Freshsales CRM
› Why We Choose Freshsales CRM Software?
We found Freshsales CRM tool provides the best sales automation features for high-performance sales teams. It is a cloud-ready solution that can boost sales teams' productivity. More importantly, it has a budget-friendly pricing structure for small to mid-sized businesses or companies.
Furthermore, Freshsales is AI-powered. Users can explore customer behavior in a 360-degree view using AI Freddy to engage with customers in a more personalized way. The tool also has robust reporting and automated email features to improve customer experience.
Freshsales is equipped with other top-notch features, such as deal management, built-in chat & phone support, sales pipeline management, and flexible customization.
› What are the Prime Features of Freshsales CRM Software?
Contact management | Lead management | Account management |
Deal management | Client management | Sales pipeline management |
Sales activity management | Bulk emails | Email integration |
Email tracking | Multi-currency & multi-language | Workflow automation |
Sales analytics | Customization | Sales sequences |
Reports and dashboards | Territory management | Chat campaigns |
Third-party apps integration | Mobile App |
› Freshsales CRM Software Pricing
-
- Free: $0
- Growth: $15 user/month/annual billing
- Pro: $39 user/month/annual billing
- Enterprise: $69 user/month/annual billing
Explore the Freshsales pricing page for more detailed information.
› Who Are The Typical Customers Base of Freshsales CRM Software?
Large enterprises | Mid size businesses | Small businesses |
Freelancers |
› Popular Industries Using Freshsales CRM Software Most
Real estate industries | Hospitality industries | Insurance industries |
SaaS industries | Media industries | Retail industries |
Manufacturing industries | Logistics industries | Financial Services industries |
› Top Companies Using Freshsales CRM Software
Sify, Dunzo, Pharmeasy, Blue Nile, Dyson, MTR, Cadence Health, ipay 88
› Pros and Cons of Freshsales CRM Software
Pros
User-friendly interface | Seamless integration |
There is a built-in phone dialer included in each feature plan | The low-priced feature plan includes automation |
Customization of dashboards and reports |
Cons
For the free plan, there are no reports | Customer Support (only on weekdays) |
User limitation on file storage | Third-party Integrations are limited |
AI is applicable only to the higher plan |
› Company Details
-
- Website: https://www.freshworks.com/crm/sales/
- Vendor Name: Freshworks
- Headquarter: San Mateo, California
- Company Size: 5,001-10,000 employees
- Founded: 2010
- Languages Support: Spanish, Chinese (Traditional), German, Polish, Russian, Dutch, English, Dutch
- Read our Freshsales CRM Review
#8) Oracle NetSuite CRM
› Why We Choose Oracle NetSuite CRM Software?
According to our research, Oracle NetSuite CRM is one of the most popular CRM software in the market, offering robust features like sales force automation (SFA), customer service management, sales forecast, partner management, and marketing automation. Its robust features allow users to access customer information throughout the customer life cycle flawlessly.
Additionally, NetSuite CRM offers robust reporting and analytical abilities with customizable dashboards. It helps to track and monitor sales, marketing, and service teams' performance. Using these functionalities, users can achieve higher goals and meet sales quotas. Moreover, users can get the benefits of improved sales productivity and compelling campaign management.
› What are the Prime Features of Oracle NetSuite CRM Software?
ERP (Enterprise Resource Planning) | Sales forecasting | Lead management |
Marketing automation | Campaign management | Lead scoring |
Customer service management | Knowledge base | Partner relationship management |
Mobile app | Reporting & analytics |
› Oracle NetSuite CRM Software Pricing
-
- Users have to contact Oracle NetSuite to know the pricing tailored to their business requirements.
› Who Are The Typical Customers Base of Oracle NetSuite CRM Software?
Large enterprises | Mid size businesses | Small businesses |
› Popular Industries Using Oracle NetSuite CRM Software Most
Advertising & digital marketing agencies | Consulting industries | Education industries |
Financial services industries | Food & beverage industries | Health & beauty industries |
IT services industries | Manufacturing industries | Media & publishing industries |
Retail industries | Healthcare industries |
› Top Companies Using Oracle NetSuite CRM Software
Acceleris AG, ActivePDF, Biomonde, BTM Global, Choice, Corkcicle, Extel TEchnologies, FH Canada
› Pros and Cons of NetSuite CRM Software
Pros
Offers excellent ERP solutions to manage businesses | Robust sales force automation features |
Lighting-fast performance | Offers a 14-day free trial |
Have a NetSuite CRM mobile application | Excellent cross-department communication |
Advanced Dashboards & KPIs |
Cons
No pricing structure is available on the website | No multi-currency support | Limited customization for billing frequency |
› Company Details
-
- Website: https://www.netsuite.com/portal/products/crm.shtml
- Vendor Name: Oracle
- Headquarter: Austin, TX
- Company Size: 10,001+ employees
- Founded: 1998
- Languages Support: Czech, Portuguese, Spanish, Chinese (Simplified), English, Italian, Korean, Indonesian, Thai, German, Turkish, Chinese (Traditional), Swedish, Russian, Polish, Russian
#9) Keap CRM
› Why We Choose Keap CRM Software?
Our extensive research indicates that Keap CRM software is suitable for small to mid-sized businesses to automate their sales and marketing processes for business growth. The tool offers a bundle of fundamental features for managing contacts, capturing leads, automating marketing campaigns, and more.
Keap CRM software also supports seamless integration with premium business applications, such as Microsoft Outlook, Picreel, QuickBooks Online Advanced, Zapier, LinkTrust, Dropbox Business, Woocommerce, and Adobe Commerce.
The solution also has a dedicated Keap CRM mobile application. The mobile app can seamlessly run on Android and iOS mobile devices.
› What are the Prime Features of Keap Software?
Contact management | Lead management | Lead capture |
Marketing automation | Lead scoring | Sales automation |
Sales pipeline management | Email marketing | eCommerce & payments |
Text marketing | Reporting and analytics | Auto-reply messages |
Reporting & analytics | Mobile app | Third-party app integration |
› Keap CRM Software Pricing
-
- Pro: $149 month/2 users
- Max: $199 month/3 users
- Max Classic: Contact the sales team for pricing
You can explore Keap official pricing page for detailed pricing information.
› Who Are The Typical Customers Base of Keap Software?
Small business | Freelancers | Non profit |
Startups |
› Popular Industries Using Keap Most
Accounting industries | Coaching industries | Consulting industries |
Financial services industries | Fitness industries | Insurance industries |
Marketing agencies industries | Nonprofit industries | Photography industries |
Professional services industries | Real estate industries |
› Top Companies Using Keap CRM Software
Lifeonaire, The Zion Group, Beauty and the Boss, Blue Cow Marketing, Hear and Play, Milkhouse
› Pros and Cons of Keap CRM Software
Pros
Offers comprehensive contact management tools | Has robust sales and marketing automation features |
Offers easy-to-use email marketing tools | Integrates with a variety of third-party apps |
It provides an intuitive mobile app | Offers personalized coaching and training with a customer success team |
Provides excellent customer support through multiple channels | Offers a 14-day free trial |
Cons
Some users may find the software to be complex and difficult to navigate | Limited customization options for email templates |
No free version of the software is available | Integrations may require additional fees |
Some users may find the pricing to be expensive for smaller businesses | The mobile app may not have all the features of the desktop version |
› Company Details
-
- Website: https://keap.com/
- Vendor Name: Keap
- Headquarter: Chandler, Arizona
- Company Size: 201-500 employees
- Founded: 2001
- Languages Support: Japanese, Hebrew, French, English, Arabic, Swedish, German, Japanese, Dutch, Japanese
- Read our Keap CRM Review
#10) SugarCRM
› Why We Choose SugarCRM Software?
Our research says that the cloud-hosted SugarCRM software is one of the top-rated CRM software providing state-of-the-art sales force and marketing automation features. Additionally, the tool offers top-notch features, such as pipeline analysis, reporting notifications, subscription management, quota management, lead management, omnichannel support, intelligent lead prioritization, guided selling, geo-mapping, and business process management.
SugarCRM also enables users to deliver a high-definition customer experience. The tool provides features that grant users the visualization they require to satisfy customers in every interaction.
What’s more, the tool offers many subscription packages that range from low to high pricing. The plans offer different levels of features and capabilities based on the pricing. Users can subscribe to any of the plans based on their business requirements.
› What are the Prime Features of SugarCRM Software?
Account management | Contact management | Lead management |
Opportunity management | Quote management | Activity management |
Pipeline management | Sales forecasting | Sales automation |
Subscription management | Social media management | Business process management |
Email marketing | Artificial intelligence | Enhanced forecasting |
Team collaboration | Marketing automation | Customer service |
SLA management | Reporting & analytics | Third-Party apps integrations |
Mobile app |
› SugarCRM Software Pricing
-
- Sell: US$49 user/month (Min 3 users/billed annually)
- Sell Premier: US$135 user/month (10 users minimum)
- Sell Advanced: US$85 user/month (3 users minimum)
- Sell Essentials: US$49 user/month (min 3 and max 5 users)
- Serve: US$ 80 user/month (Min 3 users/billed annually)
- Enterprise: US$ 85 user/month (Min 3 users/billed annually)
- Market: US$ 1,000/month for 10,000 contacts
- Sell: US$49 user/month (Min 3 users/billed annually)
You can find the in-depth pricing details on SugarCRM’s official pricing page.
› Who Are The Typical Customer Base of SugarCRM Software?
Large enterprises | Mid size business | Small business |
Public administrations | Nonprofit |
› Popular Industries Using SugarCRM Most
Manufacturing industries | SaaS industries | Tech industries |
Consulting industries | Financial services industries | Insurance industries |
Commercial banking industries | Telecom industries | Recruiting industries |
› Top Companies Using SugarCRM Software
Access Group, AB Enzymes, AGFA, Backcountry, BIG, Business News, CBRE, Cells4Life, Coches.com, Community Tax, DATAFIRST
› Pros and Cons of SugarCRM Software
Pros
Robust sales and marketing automation | Cost-effective pricing for the Sell Essentials plan |
Veteran customer support | User-friendly UI |
Omni-channel support | Customizable fields |
Seamless integrations | Customizable dashboards |
Cons
No free trial period | No free version |
Complex pricing plans | Limited customer support for lower plans |
› Company Details
-
- Website: https://www.sugarcrm.com/
- Vendor Name: SugarCRM
- Headquarter: San Francisco, CA
- Company Size: 501-1,000 employees
- Founded: 2004
- Languages Support: German, English, Spanish, French, Italian
#11) Insightly
› Why We Choose Insightly CRM Software?
We discovered that many popular businesses and companies are using Insightly CRM software to scale their business with personalized customer journeys. The tool offers fascinating features to attract visitors and easily convert them into leads and prospects. The solution also offers marketing features that help initiate marketing campaigns at scale. The tool includes an intuitive and user-friendly interface, A/B testing, flexible email templates, and high-grade dashboards & segmentations.
Insightly’s Plus package is best suitable for small to medium-sized businesses. It has fundamental features to offer, like contact management, lead management, and pipeline management. Additionally, users will get 2500 emails per day. Plus, users will get integration support for popular apps like Google, PandaDoc, Xero, QBO, MS 365, and more.
› What are the Prime Features of Insightly CRM Software?
Contact management | Account management | Lead management |
Opportunity management | Sales pipeline management | Workflow process automation |
Email marketing | Marketing automation | Email tracking |
Customer service | Role-based permissions | Sales lead tracking |
Task management | Customization | Reporting & Analytics |
Third party apps integration | Mobile App |
› Insightly CRM Software Pricing
-
- Plus: $29 user/month (billed annually)
- Professional: $49 user/month (billed annually)
- Enterprise: $99 user/month (billed annually)
You can find complete pricing package details on Insightly’s pricing page.
› Who Are The Typical Customer Base of Insightly CRM Software?
Large enterprises | Mid size business | Small business |
Freelancers | Non profit |
› Popular Industries Using Insightly CRM Software Most
Manufacturing industries | Finance industries | Marketing agencies industries |
Solar industries | Healthcare industries | Consulting industries |
eCommerce industries | Insurance industries | Professional services industries |
› Top Companies Using Insightly CRM Software
Bloomberg, SANOFI, BOSCH, momentum, Kings Transport, Kent ISD, Discount, Denver Public Schools
› Pros and Cons of Insightly CRM
Pros
User-friendly interface | 250+ apps integration |
Powerful project management tools | Robust sales management tools |
Mobile and web access | Data sync smoothly with the mobile app |
A unique variant of dashboards |
Cons
The free plan includes limited users and features | Chargeable built-in dialer |
Phone support is chargeable | No live support is available |
› Company Details
-
- Website: https://www.insightly.com/
- Vendor Name: Insightly
- Headquarter: San Francisco, CA
- Company Size: 51-200 employees
- Founded: 2012
- Languages Support: Spanish, English, Portuguese, French
- Read our Insightly CRM Review
#12) Less Annoying CRM
› Why We Choose Less Annoying CRM Software?
According to our analysis, the Less Annoying CRM is the number 1 CRM software available in the market with the easiest to use in the niche CRM industry. It offers high-quality unlimited contact and task management functionalities best suitable for startups and small to mid-sized businesses.
Moreover, the LACRM has straightforward and cost-effective pricing with no hidden charges. Additionally, users will get free future updates. The LACRM also offers the best-in-class customer support that users can rely on to get effective resolutions to their issues. The tool offers customer support through a powerful online knowledge base, email/helpdesk, and phone support.
› What are the Prime Features of Less Annoying CRM Software?
Contact management | Calendar & task management | Lead management |
Sales pipelines management | Team collaboration | Customization |
Email logging | User permissions | Third-party apps integration |
› Less Annoying CRM Software Pricing
-
- Less Annoying CRM: $15 user/month
Users can visit the Less Annoying CRM’s official pricing page for further pricing-related information.
› Who Are The Typical Customer Base of Less Annoying CRM Software?
Mid size business | Small business | Public administrations |
Non profit | Freelancers |
› Popular Industries Using Less Annoying CRM Software Most
Consulting industries | Career centers industries | Life coaching industries |
Financial planning industries | Insurance industries | Manufacturing industries |
Nonprofit industries | SaaS industries | Travel agencies industry |
Real estate industries |
› Top Companies Using Less Annoying CRM Software
Sparks Group, Essendant, Mount Holyoke College, Life Luxe, Wigler Group
› Pros and Cons of Less Annoying CRM Software
Pros
No one easiest-to-use CRM in the CRM industry | Veteran customer support |
High-quality unlimited contact management for small businesses | Fully mobile responsive |
Unlimited custom fields | Offers a 30-day free trial |
Budget-friendly | Future updates are entirely free |
Straightforward pricing with no hidden charges | Completely self-funded CRM |
Cons
No multi-language support | No dedicated mobile application |
No sales funnel | No native integration with social media |
No live chat support |
› Company Details:
-
- Website: https://www.lessannoyingcrm.com/
- Vendor Name: Less Annoying CRM
- Headquarter: St Louis, MO
- Company Size: 11-50 employees
- Founded: 2009
- Languages Support: English
- Read our Less Annoying CRM Review
#13) Creatio CRM
› Why We Choose Creatio CRM Software?
According to our researchers, the Creatio CRM software offers a unified platform to automate workflow to enhance cross-team collaboration. It offers 3 CRM products, sales, marketing, and service to automate workflow with no code and maximum freedom. With the offering of a wide range of robust features, Creatio CRM is suitable for every business size, from small to enterprise level.
Creatio CRM tool offers features such as contact management, sales forecasting, task management, email marketing, omnichannel communication support, knowledge management, and mobile sales. Additionally, the tool supports flawless integrations with many third-party applications that users may already use in their routine work, such as Cloud-telephony, PBX, MS Excel, and Google.
› What are the Prime Features of Creatio CRM Software?
Account management | Contact management | Lead management |
Opportunity management | Sales forecasting | Order & invoice management |
Document management | Contract management | Project management |
Task management | Team collaboration | Business process management |
Email marketing | Marketing automation | Sales automation |
Campaign management | Omnichannel communications | Knowledge management |
Third-party apps integrations | Mobile app |
› Creatio CRM Software Pricing
Creatio CRM Software offers subscription packages in two segments: Cloud-based and on-premises:
Cloud-based
-
- Marketing: $995 user/annually
-
- Sales:
- Team: $360 user/annually
- Commerce: $420 user/annually
- Enterprise: $720 user/annually
- Sales:
-
- Service:
- Customer Center: $540 user/annually
- Enterprise: $720 user/annually
- Service:
On-premises
-
- Marketing: $875 user/annually
-
- Sales:
- Team: $300 user/annually
- Commerce: $360 user/annually
- Enterprise: $600 user/annually
- Sales:
-
- Service:
- Customer Center: $420 user/annually
- Enterprise: $600 user/annually
- Service:
You can explore Creatio CRM’s pricing page for more information.
› Who Are The Typical Customer Base of Creatio CRM Software?
Large enterprises | Small business | Mid size business |
Public administrations | Non profit |
› Popular Industries Using Creatio CRM Software Most
Technology industries | Transportation industries | Professional services industries |
Retail industries | Pharmaceutical industries | Telecom industries |
Banking industries | Mortgage industries | Insurance industries |
Manufacturing industries | Media & advertising industries |
› Top Companies Using Creatio CRM Software
HERSHEY'S Ice Cream, BNP PARIBAS, Virgin media, Raiffeisen BANK, Royal United, Ent, OTP Group, South University, Motional
› Pros and Cons of Creatio CRM Software
Pros
Provides a 14-day free trial for every paid version | Offers On-site and Cloud deployment options |
One unified platform for all 3 CRM products | Provides a platform to automate workflow for CRM with no code |
Creatio CRM mobile app is available for on-the-go selling | Hide unwanted features with customizable dashboards |
The robust email marketing system | Follow-up reminders automation for new leads |
Unlimited no-code customizations | 20 verticals for industry workflows and marketplace add-ons |
Cons
No free version | Complex and expensive pricing packages |
Only paid customer support is available | Need HTML coding knowledge for online forms |
No monthly subscription | Learning every function can be time-consuming |
› Company Details
-
- Website: https://www.creatio.com/crm
- Vendor Name: Creatio
- Headquarter: Boston, Massachusetts
- Company Size: 501-1,000 employees
- Founded: 2013
- Languages Support: Indonesian, Polish, Hebrew, English, Bulgarian, Dutch, Ukrainian, Spanish, Italian, French, Dutch, Turkish, Czech
- Read our Creatio CRM Review
#14) Apptivo CRM
› Why We Choose Apptivo CRM Software?
We learned in our comprehensive analysis that Apptivo CRM software is one of the most popular and powerful CRM tools with robust lead and opportunity management functionalities. One interesting thing we found in our research is that Apptivo is a cloud-hosted software offering integrated applications for leads, opportunities, contacts, sales, and marketing management from a single place.
Apptivo CRM software has simple and budget-friendly pricing packages tailored for every business size and type.
Furthermore, the tool offers outstanding customer support service. Users can leverage customer support in more than one way, such as online videos, a knowledge base, webinars, phone support, live chat support, email support, and a dedicated account manager.
› What are the Prime Features of Apptivo CRM Software?
Contact management | Lead management | Lead scoring |
Customer management | Opportunity management | Sales Process management |
Territory management | File sharing | Campaign management |
Email templates | Email tracking | Marketing automation |
Customization | Reporting & dashboard | Help desk & customer service |
Project management | Third-party apps integrations | Mobile app |
› Apptivo CRM Software Pricing
-
- Lite: $8 month/user (billed annually)
- Premium: $12 month/user (billed annually)
- Ultimate: $20 month/user (billed annually)
- Enterprise: Contact the Apptivo Sales team for the Enterprise subscription plan
You can find other crucial details of plans on Apptivo’s pricing page.
› Who Are The Typical Customers Base of Apptivo CRM Software
Large enterprises | Medium-size businesses | Small businesses |
Non Profit |
› Popular Industries Using Apptivo CRM Software Most
Travel industries | Hospitality industries | Real estate industries |
Retail industries | Wholesale industries | Manufacturing industries |
Nonprofit industries | Utility & energy industries |
› Top Companies Using Apptivo CRM Software
Esser Hayes, IRI, HS Brands International, Nexmo, Zeltiq, DCS TELECOM, MediPro, CET COLOR
› Pros and Cons of Apptivo CRM Software
Pros
Easy-to-use UI | Long 30-day free trial period |
Superb invoicing module | Convenient products segmentation |
Highly customizable dashboards | Budget-friendly pricing plans |
Mass email sending | Advanced project management features |
Cons
Basic-level features | No free version to offer |
Limited apps integration support in the Lite plan compared to other paid plans | Dedicated account manager only in the Enterprise plan. |
› Company Details
-
- Website: https://www.apptivo.com/solutions/crm/
- Vendor Name: Apptivo
- Headquarter: Fremont, California
- Company Size: 201-500 employees
- Founded: 2009
- Languages Support: English
#15) Act! CRM
› Why We Choose Act! CRM Software?
We found Act! CRM software is reasonable for small and mid-sized businesses and teams. It offers fascinating features with unmatched flexibility and freedom, such as customer management, activity management, rich account management, insight analytics, marketing automation, and sales pipeline management. The tool also has a powerful mobile application that can give users 24/7 access to the Act! CRM to work mobile.
Act! CRM has simple pricing packages. The features it includes in the subscription packages are worth the money. Additionally, customer support service is excellent. Users can get customer support through live chat, phone calls, ticket submission, knowledge base, and self-service portal.
› What are the Prime Features of Act! CRM Software?
Contact management | Sales pipeline management | Marketing automation |
Activity management | Opportunity management | Sales process management |
Workflow automation | Task management | Calendar & email integration |
Notification & alerts | Third-party apps integrations | Mobile app |
› Act! CRM Software Pricing
-
- Premium Desktop: $37.50 USD/user/month/billed annually
- Premium Cloud: $30 USD/user/month/billed annually
Get in-depth knowledge of features included in subscription packages from Act! CRM’s official pricing page.
› Who Are The Typical Customer Base of Act! CRM Software?
Mid size business | Small business | Non profit |
Freelancers | Public administrations |
› Popular Industries Using Act! CRM Software Most
Insurance industries | Property management industries | Real estate industries |
› Top Companies Using Act! CRM Software
Tarmac International, Inc, Reebok Sports Club, Arboriculture, KeeVac Industries, Inc, Connect Vending
› Pros & Cons of Act! CRM Software
Pros
A 14-day free trial | Straightforward pricing packages |
Classy customer support | Provides 24/7 access with a mobile application |
User-friendly dashboard designer | Superb marketing automation workflow builder |
Supports multi-currency |
Cons
No free version | Heavy charges for professional services ($175/hr) |
Costly enhanced customer support | No AI chatbot designer |
No workflow designer |
› Company Details:
-
- Website: https://www.act.com/
- Vendor Name: Act!
- Headquarter: Scottsdale, Arizona
- Company Size: 51-200 employees
- Founded: 1985
- Languages Support: German, English, French
#16) Capsule CRM
› Why We Choose Capsule CRM Software?
In our extensive research for the CRM tool with the best contact and sales pipeline management features, we found the Capsule CRM software best-suitable, regardless of business size and type. The solution has other fascinating features to provide, like sales analytics & reporting, email templates, two-factor authentications, marketing automation, and customization. Additionally, Capsule provides AI-based content assistance for every plan.
Capsule has a dedicated Capsule CRM mobile application. Users can efficiently manage contacts and sales pipelines on the go practically from anywhere. The solution also offers reliable customer support through an online knowledge base, helpdesk, FAQs/community, and Chat.
› What are the Prime Features of Capsule CRM Software?
Contact management | Sales pipeline management | Opportunity management |
Workflow automation | Email templates | Email marketing |
AI content assistant | Project management | Task management & automation |
Marketing automation | Third-party email integrations | User roles and restrictions |
Two-factor authentication | Customization | Sales analytics & reporting |
Third-party apps integrations | Mobile Apps |
› Capsule CRM Software Pricing
-
- Free: $0
- Professional: $18 USD/user/month (monthly billing)
- Teams: $36 USD/user/month (monthly billing)
- Enterprise: $54 USD/user/month (monthly billing)
Learn complete pricing details from the Capsule CRM tool’s pricing page.
› Who Are The Typical Customer Base of Capsule CRM Software?
Large enterprises | Mid size business | Small business |
Non profit | Public administrations | Freelancers |
› Popular Industries Using Capsule CRM Software Most
Professional services industries | Hospitality industries | IT & technology industries |
Real estate industries | Construction industries | Travel agencies industry |
Accounting industries | Legal industries | Recruitment industries |
Photography industries |
› Top Companies Using Capsule CRM Software
Pearl Soan, Unlocking Potential, Fabulous Flavored Coffee, Digital Design, Caviar & Chips, Moving Images, Zigger Design
› Pros and Cons of Capsule CRM Software
Pros
Straightforward dashboard | Lifetime free version |
A 14-day free trial for paid versions | Mobile responsive |
Supports premium integrations | The incredible uptime average of 99.99% |
Simple and budget-friendly pricing plans | Built-in API for integration with Transpond for marketing automation |
AI-based content assists in every plan (in Beta) |
Cons
Limited features in the free plan | Integration with the MailChimp is not smooth |
Phone support is not available | No annual subscription |
No invoice & quote generation tool | The Enterprise plan lacks some advanced features |
› Company Details
-
- Website: https://capsulecrm.com/
- Vendor Name: Zestia
- Headquarter: United Kingdom
- Company Size: 11-50 employees
- Founded: 2007
- Languages Support: English
- Read our Capsule CRM Review
› We have reviewed other CRM products as well. You can find other popular CRM reviews here if you want to know more.
-
- Read our Vtiger CRM Review
- Read our Method:CRM Review
- Read our Copper CRM Review
- Read our Nutshell CRM Review
- Read our Streak CRM Review
- Read our Close CRM Review
- Read our Nimble CRM Review
- Read our Bigin by Zoho CRM Review
- Read our Really Simple Systems CRM Review
- Read our Wise Agent CRM Review
- Read our NetHunt CRM Review
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 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:
› Analytics:
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.
› Customization:
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.
› Scalability:
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.
» Questions to ask a vendor when buying 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 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 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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