Best CRM Software of 2024

monday.com, founded in 2012 and launched in 2014, has a company valuation of $1.9 billion and generated $730 million in revenue in 2023. Businesses in hundreds of verticals use monday.com, which also has project management and DevOps tools. It’s the best CRM for small to medium-sized businesses (SMBs).

The monday.com CRM integrates with Gmail, Outlook, SuperMail, and over 200 other apps. Teams can track tasks from the lead to the closed stage with an easy-to-read table that overviews prospect value and activity. Users can also view priority levels and several reporting analytics, including a sales funnel bar chart and goal progression overview. Organize customers based on contacts, qualified leads, and partners.

monday.com’s CRM, which is available on smartphones, desktops, and tablets, has an AI assistant that automates task generation and lets users pick multiple parameters. For example, it’s possible to implement lead-scoring systems and schedule follow-up calls and emails by ticking boxes. The CRM has a percentage-based close probability, meaning that users can focus on clients with the highest level of interest.

monday.com CRM also uses AI to help summarize and generate content throughout the sales cycle. So, writing copy will consume much less time. Moreover, teams can transcribe calls and meeting notes to ensure that all parties have easy access to the information they need. It’s also possible to choose from smart email template suggestions to ensure that you personalize your messages.

Zendesk’s CRM has a graph showing users how far they are away from achieving their monthly revenue goals, in addition to a month-by-month new deal breakdown on the platform’s homepage. Zendesk has a comprehensive marketplace that lets users integrate several apps, such as Nicereply and Ultimate’s Chat Automation tool. You can integrate project management tool like JIRA as well to improve your CRM rounded, along with Outlook and Gmail.

Users can also buy new themes to customize their interfaces, which subsequently makes navigation easier.  Customize your dashboards based on several metrics, including unqualified, active, and converted leads. When using the app, you can upload essential documents and images – and it’s also possible to view any sales tickets that might potentially be open.

Zendesk Sell is available on smartphones, tablets, and desktop devices. Teams can reach out to customers on WhatsApp, Instagram, and any other networks for which they have leads and customers’ contact details.

Zendesk was founded in 2007 in Copenhagen, Denmark, by Mikkel Svane, Alexander Arghassipour, and Morten Primdahl. The company is today headquartered in San Francisco and has over 100,000 customers. Zendesk Sell is the best sales CRM for teams that want helpdesk integrations.

Pipedrive is a powerful Customer Relationship Management (CRM) tool designed to help businesses, especially small and medium-sized enterprises (SMEs), manage their sales pipeline and improve customer relationships.

With Pipedrive, sales teams can easily track recurring revenue and gain valuable insights into their performance. The platform provides real-time data on key metrics such as lead conversion rates, allowing teams to identify areas for improvement and track progress towards their goals.

Pipedrive simplifies lead capture by enabling businesses to embed contact forms on their websites and share them on social media platforms like Facebook and Twitter. The platform also leverages publicly available data to help qualify leads and prioritize sales efforts.

The robust analytics in Pipedrive allow businesses to track various metrics, including website visitors, revenue generated, phone calls made, and traffic sources. These insights can be visualized through customizable reports in various formats, such as line charts and pie charts, providing a clear understanding of sales performance over specific time periods.

Available on both desktop and mobile devices, Pipedrive offers comprehensive contact management features, including file uploading, detailed contact information storage, and note-taking capabilities.

Pipedrive has recently released AI CRM to save you time and automate sales workflow. With the help of AI features, you can gain insights to prioritize deals, write email faster, summarize deal and a lot more.

Founded in 2010 in Tallinn, Estonia, by Martin Tajur, Martin Henk, Urmas Purde, Ragnar Sass, and Timo Rein, Pipedrive has become a leading CRM solution known for its customizable reports and email segmentation features.

In 2016, Freshworks launched the Freshsales CRM – used by over 60,000 companies, including Klarna and Deichmann. Considering that both were founded by the same company and designed to work together, Freshsales is the best CRM for teams already using Freshworks and who want to integrate its products.

Freshsales provides Kanban board visualization for sales teams to clearly see their lead generation phases in action. You can also use drag-and-drop Kanban cards to keep processes moving forward. Freshsales users can also access Freddy AI, which automatically highlights the best deals for teams to pursue. This technology ranks key factors, such as their industry and whether that person is a decision-maker.

Freshsales’ analytics include win rates and sales trends. You can view these in pie charts, line graphs, and bar graphs. You can also see which customers are new to your business and those who have upgraded existing subscriptions. Freshsales has iOS and Android apps.

Freshsales also shows you where each contact was sourced, such as meeting them through a webinar. With this information, teams can add a personable touch and make nurturing relationships with their leads easier. Customer lifecycles are also visible within the app.

Users can integrate several third-party apps, such as Mailchimp and Trello, with Freshsales. It’s also possible to purchase 1,000 sessions with Freshbots, which is Freshworks’ chatbot. Freshsales has a CRM for Gmail add-on, which enables two-way email integration. You can integrate the software with Freshdesk, too, while the app also has an Outlook plugin.

Zoho was born in India and now serves 100 million+ users worldwide. The company generated $1 billion during the 2022-2023 fiscal year and specializes in several B2B areas, including CRM and project management. For these reasons, it’s the best CRM for teams that need an all-in-one solution.

Zoho CRM is available on iOS and Android, and you can also download it on your desktop. Basic contact management features include communication history and outreach details, while advanced subscribers can profile contacts based on whether they’re a decision-maker and more.

Zoho’s CRM features sentiment trend analysis that highlights how your positive, neutral, and negative responses have trended over time. You can see these within a graph that lets users choose whether they need to change their sales outreach strategy. The Anomaly Detection tool further assists this need by highlighting when you have an unusual number of responses, tickets, and so on.

The CRM also has a tool that suggests the best time to contact prospects and ensure they receive your message. With Zoho CRM Plus, teams can set up chats with your support team or find answers to common questions.

Zoho CRM promises an easier set-up time than the industry standard. Analytics features include tabular, summary, and matrix reports. You can also choose bar, line, and pie charts.

HubSpot was founded in 2006 by Dharmesh Shah and Brian Halligan in Cambridge, Massachusetts. The company has over 200,000 global customers, including Reddit and DoorDash. HubSpot has daily prospecting plan tools, smart send times, and automatic lead rotation, making it the best CRM software for sales funnels.

HubSpot’s CRM automatically logs sales activity when you sync the app with Gmail or Outlook, and you can integrate over 1,500 other apps with the platform – including Google Contacts and LinkedIn Sales Navigator. Teams can view where each prospect and customer is in the sales process via a table view.

HubSpot CRM’s analytics can be divided in several ways, such as with pie charts outlining top revenue sources. Moreover, teams can see how certain types of content – such as blogs – have performed in terms of revenue generated. Teams can organize contacts based on alphabetical order, buying roles, and other metrics.

HubSpot offers a free CRM that allows unlimited users. The free version of HubSpot’s software also includes unlimited data and the ability to store up to one million contacts for as long as you want.

The deal pipeline in HubSpot shows you how much potential value the customers in those sections have combined, and you can access templates to create emails more quickly. HubSpot also has a drag-and-drop editor for sales pipelines that lets users move cards along with ease.

Connect HubSpot with Gmail and Outlook to ensure that you’re in the loop on all deals. In addition to the web version, you can download the HubSpot CRM app on your mobile device.

With a company valuation of over $200 billion, Salesforce is one of the biggest CRM tools on the globe. It was founded in 1999 by Parker Harris, Frank Dominguez, Dave Mollenhoff and Marc Benioff in California. The company has 150,000+ customers, including Spotify and IBM, and is the best overall CRM software thanks to its broad range of in-depth analytics tools and automated Slack integrations.

Salesforce is one of the first names that comes to mind when people think of powerful CRM tools. This comprehensive solution lets you create personalized close plans to minimize delays between a signed deal and the customer’s go-live date. Moreover, teams can automate prospect research with AI. The app offers integrations with Slack, which Salesforce has owned since 2021. From Slack, admins can instantly commence workflows in Salesforce without reopening their CRM.

Salesforce also offers integrations with G Suite, Outlook, Gmail, LinkedIn Sales Navigator, and many other apps. On your dashboard, you can view activities by channel type, plus graphs highlighting opportunities with objections and more. As for contact management, users can view how happy a customer is with their product and the types of advice they might need.

The Salesforce interface lets users monitor their individual goals and those of the entire team. As a result, everyone can work in a common direction. Meanwhile, users can see progress bars toward their monthly objectives for meetings scheduled, calls made, and more.

Salesforce’s CRM is optimized for international sales teams and offers multilingual support, including numerous forms of English (e.g. UK, US, Canada, and India). Other languages supported include Swedish, Thai, Spanish, and Korean. The service is available on Windows, Mac, and Linux, as well as the major smartphone operating systems.

Creatio, previously known as bpm’Online, was founded in 2014 by Katherine Kostereva. The company is headquartered in Boston, Massachusetts, and operates across over 20 countries. The platform prides itself on user-friendliness and using no-code tools, making it the best CRM software for customer journey automation.

Creatio’s analytics let you view how many leads you’ve generated in each campaign, along with the number of days that a contact has been in your funnel. Users can also see how long they’ve been in the current stage of the marketing funnel and determine whether they should commit that person to the forecast or not. Creatio integrates with Microsoft Exchange, including Outlook, and Google Workspace (including Gmail).

Creatio’s Customer 360 feature provides a full customer interaction summary for every person you’ve contacted and their average site visit duration. You can also view how many correspondences your prospects have opened in the past.

Creatio CRM also lets you automate your lead management and add next steps, while the handy calendar visualization enables you to see all of your team’s upcoming events and work more effectively to achieve your goals. Creatio is also equipped with campaign flows and digital ad management tools, which show how many users teams have converted to each section of the funnel.

Apptivo was founded in 2009 and is used by some of the world’s most recognizable brands, including Audi and the Chicago Tribune. It’s possible to break down leads by territory, and the app also features various contract management tools, such as duplication sorting. For these reasons, Apptivo is the best CRM for the travel and real estate industries.

Apptivo lets you view your prospects, closed sales, and other metrics via pie charts and funnels. Teams can also see financial analytics like expected revenue and the value of committed users, along with choosing wheel charts, bar graphs, and line graph visualizations. Apptivo is available on desktop and mobile devices.

Apptivo CRM lets you create estimates within the app and waste no time sending these to your prospects. Moreover, you can easily add applicable taxes to contracts and proposals to ensure that both parties are legally covered.

The CRM also has comprehensive tools to help you break down reports into more bite-sized periods, such as the opportunities you want to add (e.g. whether someone is a potential “yes” for your next sale). Apptivo customers also benefit from round-the-clock support, regardless of their plan.

Apptivo also integrates with payment solutions like Stripe, Square, and PayPal, in addition to productivity solutions like G Suite and Zapier.

SugarCRM was founded in 2004 in California. The company generated $73.5 million in annual revenue in 2023 and has over two million customers dotted across the globe, including Tetley and AGFA. With campaign auto-piloting and business process automation, it’s the best CRM for marketing and sales automation.

SugarCRM is one of the most popular CRM tools thanks to its automated sales handover features and optimized lead generation capabilities. The app also has AI-powered forecasting that enables teams to make better long-term decisions, along with generative AI tools for marketing copy and call scripts.

SugarCRM’s AI tools also let users automatically translate text into multiple languages, making it an ideal feature if you deal with international customers. Similarly, you can use the feature to improve your proposals and increase sales. Integrations include Outlook, Gmail, and Twilio for email marketing.

Using SugarCRM’s automation features, teams can also identify opportunities without needing to perform hours of manual research. Teams can view analytics in bar graphs and line charts, while dot graphs are also available. Trackable metrics include new leads, opportunities won, and how many deliverables have occurred over the past month.

Insightly was founded in 2009 in Perth, Australia. The app is used by around 25,000 companies across the globe and was originally meant to be a Google apps integration tool, but has since evolved into a comprehensive CRM solution. Insightly claims to help teams reach ROI four months earlier than its nearest competitor. With organization-wide sharing and profile optimization, Inisghtly is the best CRM software for remote sales teams.

Insightly serves businesses of all sizes and has several analytics tools to help companies predict whether they’re on track to meet their revenue targets, such as the Projected Sales graph. Users can also get a visualization that shows each team member and the amount they’ve closed in sales. You can also view how many milestones have been completed, allowing for full transparency across the board.

In addition to showing how many sales each team member has closed, Insightly lets users view overall sales activity based on emails, calls, and tasks. Managers can also use these insights to help underperforming team members become more effective salespeople.

Insightly’s insight cards show each prospect’s location and even highlight the weather and time in their location, meaning that you can start more personable conversations. It’s possible to add home and work phone numbers, along with email and office addresses. Insightly has iOS and Android apps and is also available on desktop and browser. Users can also customize activity sets and integrate over 2,000 apps, such as Zoho Mail, Gmail, and FreshMail.

Agile CRM was founded in 2013 by Manohar Chapalamadugu. The company is headquartered in India and serves several other global markets, including the US and Australia. With unlimited tasks, deals, and documents – in addition to appointment scheduling and custom deal tracks – Agile CRM is a top CRM software solution if you need a good free plan.

Agile is a comprehensive CRM tool that offers easy contact-sharing information throughout the team and the ability to upload .docx and other file formats from Google Drive, Dropbox, your computer, and more. Users can sync as many as three email accounts and access their inboxes on desktop and mobile devices.

Teams using the Agile CRM platform can create custom leaderboards with metrics such as deals won and calls. Moreover, you can get a complete overview of deals in a graph based on their status. Examples include:

— First contract

— Won

— Demo scheduled

— Abandoned

To help sales teams be more productive, Agile also has project management features. For example, you can get a screen-sharing add-on. Users can track analytics like money won and revenue graphs. Access main contacts on the dashboard and add tags and pictures to manage contacts. Agile integrates with LinkedIn, IMAP, G Suite, and Microsoft Exchange, and has access on iOS and Android.

Less Annoying CRM was named the US News & World Report’s best CRM four years in a row between 2020 and 2023. The company was founded in 2009 by Tyler and Bracken King in San Francisco, and its product is specifically designed for small businesses. With simple pricing and clear reports, Less Annoying CRM is the best CRM system for startups.

Less Annoying CRM states that its average CRM coach has been working with the company’s customers for a minimum of five years. Users can get a clear overview of their upcoming tasks and events via the left-hand toolbar, you can divide tasks into Primary and Private.

When using Less Annoying CRM, it’s also possible to add custom fields for contacts to ensure better management. It doesn’t offer mobile apps, but Less Annoying CRM states that its web interface works across multiple devices.

The Less Annoying CRM app gives team members an activity report to improve transparency, in addition to giving a simple overview for prospects and when their current status was last updated. To ensure easy access to frequently contacted leads, users can add starred contacts. The app also lets you see your most recent contacts.

Less Annoying CRM offers support via mobile and email. However, the phone line is only reachable between 09:00 and 17:00 Central Time.

Bitrix24 was founded in 1998 and is headquartered in Alexandria, Virginia. The software has over 12 million global users and features a free CoPilot assistant powered by your preferred AI platform. With this in mind, it’s the best CRM software for AI assistance features.

Bitrix24 allows teams to utilize AI to generate one-click task summaries and brainstorm new ideas that’ll help business owners improve their operational efficiency. The CoPilot assistant integrates with ChatGPT, Microsoft CoPilot, and other AI solutions. To ensure that everything is more accurate, this AI tool also considers the existing context it has for your conversations.

With Bitrix24’s CoPilot, you can ask AI to give you constructive feedback and autofill your leads’ contact information. In addition to generating text, you can also use the tool to create images and check for grammatical errors. In contrast to many of the other CRMs on our list, Bitrix24 also has flat pricing rather than charging you per user.

Whenever clients contact you, Bitrix24 will automatically convert that individual into a lead. From there, you can decide whether you want to pursue any possible opportunities further or not. The app integrates with Stripe, Call Center Wizard, and several other tools.

Bitrix24 has apps for iOS and Android. Teams can view tasks on Kanban boards and also make checklists for each contact. Scrum and calendar visualizations are also available for task management. Teams can view conversion rates and bar chart analytics, such as deal lifespan averages and lead lifespan averages.

NetSuite is headquartered in Austin, Texas, but it was originally founded in California in 1998. The company has more than 37,000 customers and is part of Oracle Corporation. With features like incentive compensation management and quote management, NetSuite is the best CRM for enterprises.

NetSuite offers numerous contact management features, such as the option to manually create new customers. Each person in your database has a dedicated portal where you can add their priority level, which manager they’re assigned to, and your communication history. The comprehensive dashboard highlights EBITDA, your bank balance, gross profits, and several other metrics.

NetSuite highlights each team’s top customers by sales and breaks down reports into several categories, such as sales by rep and sales backorders. On top of this, you can use this popular CRM to track return authorizations and view your comparative sales in graph or bar chart form.

If your team works with resellers, you can manage these orders directly within NetSuite. Companies can also pay partners and employees from the same place, in addition to calculating and processing commissions for partners. You can customize these parameters however you want, and use pre-determined ones like profitability.

NetSuite also has tools to help teams launch curated marketing campaigns based on various helpful metrics, including purchase history. Landing pages and forms are visible in the Lists section. NetSuite has apps for iOS and Android, and the service integrates with Outlook and Gmail.

Bonsai was founded in 2016 and is headquartered in San Francisco, California. It was founded by Matt Brown, Matt Nish, and Redon Gijka. The fast-growing company has over 1,000 customers. With customizable templates, document overviews, and the ability to invite both employees and contractors, Bonsai CRM is the best CRM software for sales in small businesses.

Bonsai’s easy-to-use cloud CRM has a client portal that lets you add simple information, such as email addresses. You can also use the Bonsai forms integration to automate lead generation and gather essential information, such as their budget and target audience.

Bonsai has numerous templates to help you efficiently design and send quotes and contracts. You can also design client registration forms with customizable question boxes, allowing you to create deals that help you deliver what your leads are looking for.

When using Bonsai, you get a list view of your tasks that works similarly to project management software like Trello. Drag each of these cards along when you’re ready to move to the next phase of the sales process and customize them with notes, documents, and other essential bits of information.

Bonsai also offers file-sharing. You also add extra users for $10 per month each and utilize Bonsai Tax for more efficient financial reporting (also at $10 per month). Bonsai has apps available for macOS, smartphones, and tablets, in addition to a Google Chrome extension. Integrate Bonsai with Gmail and Outlook via Zapier.

Keap was initially known as Infusionsoft when it was founded by Scott and Eric Martineau in 2001. The company is headquartered today in Arizona and has over 31,000 customers. Automatic lead follow-ups and automation templates, among many other features, make Keap the best CRM program for marketing automation.

The Keap CRM features a simple dashboard with various analytics, such as overviews related to quotes, sales, and broadcasts. Teams can also see recent reviews to ensure they deliver the best possible service.

Keap has several marketing automation parameters, including “When” and “Then” measurements. You can also pick when to stop each automation, such as if a prospect schedules an appointment. With these tools, your required input is minimal, and your team can focus on winning deals instead.

With Keap, you can also split-test your communications and send out whatever you find works the best. Moreover, you can send multiple emails to different people through the app’s customer segmentation features.

After integrating Keap and Zapier, you can access over 5,000 more integrations. Examples include WooCommerce, Shopify, DocuSign, and Dropbox. Keap has smartphone and tablet apps.

Founded in 2016 by Dipesh Patel and Samir Motwani, Salesmate is based in Charlotte, North Carolina. The company has over 6,000 customers, including Sony Music and Clevertech. With drag-and-drop builders and AI email crafting, Salesmate is the best CRM for campaign automation.

Salesmate has a very good contact management system that lets you see planned activities and whether your customer needs to sign any documents. Moreover, teams can add contacts’ social media profiles and add notes. You can view analytics in line graphs, pie charts, tables, and progress meters. Metrics you can track include deal by source, call outcomes, and revenue by source over time.

Salesmate lets you adjust the tone of your marketing emails to be casual, humorous, formal, catchy, or urgent. You can also translate your text into different languages. Another impressive campaign tool is the drag-and-drop builder, which lets you add buttons, text, images, social media links, and more to your messages before sending them.

The platform’s A/B testing features give you a percentage score that lets you see how popular they could potentially be, and you get to set the parameters for success. For example, you might choose to focus on your open rate. When split-testing your messages, you also get to choose the duration for which you’d like to test them.

Salesmate also has an interface that lets you see how successful your email campaigns were. You see the percentage of emails that you sent, along with which ones bounced and how many messages were opened. You can also add formulas to customize fields. Salesmate is downloadable on iOS and Android devices, and you can connect the service with your Google or Microsoft email.

EngageBay is headquartered in Wilmington, Delaware, and was founded in 2018 by Sreedhar Ambati. The Free plan allows up to 15 team members to manage prospects and campaigns in one place, and you can also create drip campaigns directly in EngageBay. With simple CSV file importing/exporting and an overview window showing everything from call scripts to products and milestones, it’s the best CRM tool for contact management.

EngageBay’s contact management features let you give each person in your contact list a star rating based on how good of a lead or customer they are. You can also get an overview of the activities associated with each of these. Furthermore, you can add tags to organize your contacts better.

EngageBay has 360-degree customer views and highlights the full customer journey. Teams can also use the software to view activity timelines for each lead they want to nurture, in addition to smart scheduling and social listening tools that identify where the demands for their products and services lie.

Teams can create landing pages within EngageBay that you can create based on insightful data, such as the number of contacts created each day and how previous landing pages have performed in the past. Analytics that the software tracks in this respect include bounce rates and the number of visitors that accessed your page.

EngageBay has a drag-and-drop deal management interface that lets you easily assign tasks. You can also send SMS broadcasts and create videos from existing templates. EngageBay integrates with the likes of Zapier, Outlook, Gmail, and Slack, and has apps for iOS and Android.

Nutshell was founded in 2009 and has over 5,000 customers, including Wave Guard Technologies. The company is based in Ann Arbor, Michigan, and its software features AI-powered tools like timeline summarizations. This, combined with simple bars and tabs, makes Nutshell the best CRM for a user-friendly interface.

Nutshell’s easy-to-navigate interface features easy-to-understand reports that showcase where all of your sales came from. You can view these reports based on value or quantity and break them down by day, week, month, quarter, and year. You can also segment these reports based on individual products, assignees, and other parameters.

With AI-powered timeline summarizations, teams can quickly see what everyone is working on and the state of play with each pending deal. Meanwhile, you can see how many open leads you have compared to the previous month and the number of new leads you’ve generated.

Nutshell also has a handy bar highlighting lead outcomes vs. actual activities, meaning you can see whether you’re putting your efforts in the right places. Contact management features are straightforward, with the ability to add phone numbers, email addresses, contact photos, and social media profiles. You can also pin notes and see when you contacted each person.

You can sync Nutshell with your Google and Microsoft email and calendar apps. The CRM has mobile access via the App Store and Google Play, and you can also download a desktop version of the app on the Google Workspace Marketplace.