Customer Relationship Management (CRM) software makes organizing all of your customers much easier because converting leads into customers is crucial to any business that wants to succeed in the long run. Automation, lifetime value overviews, and other advanced features – such as project management features – are all worth looking at when picking CRM tools.
Geekflare has researched, tested and listed the top CRM software for businesses of all industries and sizes based on unique attributes (like AI and machine learning), pricing, customization possibilities, and more.
- monday.com CRM – Best for Small to Medium Businesses
- Zoho CRM – Best to Integrate with Zoho Suite
- Pipedrive CRM – Best CRM for Detail-Oriented Teams
- Freshsales – Best to Integrate With Freshworks Products
- HubSpot – Best for Sales Funnels
- Zendesk Sell – Best for Helpdesk Integrations
- Salesforce CRM – Best Overall
- Creatio CRM – Best for Customer Journey Automation
- Apptivo CRM – Best for Travel and Real Estate Industry
- SugarCRM – Best for Marketing and Sales Automation
- Insightly – Best for Remote Teams
- Agile CRM – Good FREE plan
- Less Annoying CRM – Best for Startups
- Bitrix24 – AI Assistance Included
- NetSuite CRM – Best for Enterprise
- Bonsai CRM – Best for Small Business
- Keap – Best for Marketing Automation
- Salesmate – Best for Campaign Automation
- Engagebay – Best for Contacts Management
- Nutshell – Easy to Use Interface
- Show less
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monday CRM
Best for Small to Medium Businesses
- Integration CapabilitiesExtensive
- Ease of UseIntuitive
- Mobile-friendlinessExcellent
About monday.com CRM
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.
monday.com Pros and Cons
High-quality customer support; contact the CEOs directly or use live chat, email, or call request
AI task automation for menial tasks (e.g. scheduling follow-ups)
Comprehensive email features for lead outreach (e.g. HTML editing and AI-assisted copywriting)
In-app navigation is not as easy as other CRMs
No fixed pricing plans for 50+ seats; you have to contact sales
monday CRM Pricing
monday CRM has three primary subscription plans.
Subscription Plan | Monthly Price/seat | Offerings |
---|---|---|
Basic | $12 | Unlimited contacts, boards, pipelines, custom notifications |
Standard | $17 | Leads and Deal management, AI email generator |
Pro | $28 | Email automations, Sales forecast and analytics, integration with MailChimp, HubSpot, Facebook Ads, etc. |
Zendesk Sell
Best for Helpdesk Integrations
- Integration CapabilitiesModerate
- Ease of UseEasy
- Mobile FriendlinessGood
About Zendesk Sell
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.
Zendesk Sell Pros and Cons
Integrate 200+ apps (e.g. Mailchimp and Zoho CRM)
Customize your interface to focus on leads and deals
Flat pricing structures without needing to contact sales, even for 100+ seats
Advanced AI add-on to automate workflows
You have to pay for some themes
You can only get task automation with a Sell Professional plan
Zendesk Sell Pricing
Zendesk Sell has 3 pricing plans as are mentioned below.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Sell Team | $19 | Basic ticketing system, conversation history |
Sell Growth | $55 | Multilingual support and Advanced AI add-on |
Sell Professional | $115 | Advanced data privacy and protection add-on |
Pipedrive CRM
Best CRM for Detail-Oriented Teams
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessGood
About Pipedrive CRM
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.
Pipedrive CRM Pros and Cons
In-depth lead prospecting and trends analysis (e.g. find out where users came from)
Automatic merging of duplicate customers
Available in 22 languages, including Finnish, Ukrainian, Japanese, and Spanish
You have to pay for add-ons that are included in base plans elsewhere (e.g. eSignature)
You can’t customize deal cards and pipeline-specific fields unless you have a Professional plan
Pipedrive CRM Pricing
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Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Essential | $14 | Lead and calendar management, data import, 400+ integrations |
Advanced | $34 | Automation builder, email sequences, live chat support |
Professional | $49 | AI-powered sales assistant, contract management with e-signatures, custom field reporting |
Power | $64 | Project planning, tracking and delivery, increased control of account permissions, 24*7 chat support, |
Freshsales
Best to Integrate With Freshworks Products
- Integration CapabilitiesExtensive
- Ease of UseEasy
- Mobile friendlinessGood
About Freshsales CRM
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.
Freshsales CRM Pros and Cons
AI powered CRM to increase productivity
Integration with Freshworks’ other products, such as Freshchat
View lead activity to help better customize your offering
Drag-and-drop Kanban cards to efficiently move processes forward
You can only have a maximum of 500 marketing contacts in most plans
Only 31 non-Freshworks integrations (though DocuSign and Shopify will soon be added to those)
Freshsales CRM Pricing
The pricing plan for Freshsales CRM consists of 3 tiers, as are listed below.
Subscription Plan | Monthly Price | Offerings |
---|---|---|
Growth | $9 | Contact management, Kanban view, sales dashboard, migration from other CRMs |
Pro | $39 | Advanced customization, sales email sequences, deal insights, Chat APIs |
Enterprise | $59 | Forecasting insights, audit logs, extract APIs for reporting, call recording, field level permissions |
Zoho CRM
Best to Integrate with Zoho Suite
- Integration CapabilitiesExtensive
- Ease of UseModerate
- Mobile FriendlinessExcellent
About Zoho CRM
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.
Zoho CRM Pros and Cons
50% faster set-up time than the industry average
Get insights on the best time to contact prospects and win more deals
75+ built-in visualizations, including pivot tables
Only one pricing tier is available
You have to download several apps if you want to use Zoho’s CRM and its other tools on your mobile device
Zoho CRM Pricing
Enterprise features + Zoho Analytics | Monthly Price/User | Offerings |
---|---|---|
Standard | $14 | Basic sales modules, email integration |
Professional | $23 | Predefined, automated workflows, unlimited custom reporting, Google Ads integration |
Enterprise | $40 | Lead scoring, AI sales forecasting, conversational AI, Data encryption |
Ultimate | $52 | Enterprise features + Zoho analytics |
HubSpot
Best for Sales Funnels
- Integration CapabilitiesExtensive
- Ease of UseEasy
- Mobile FriendlinessExcellent
About Hubspot CRM
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.
HubSpot CRM Pros and Cons
Free CRM plan with one million contacts and unlimited users
Ability to create payment links to receive your money faster; especially useful for freelancers and SMBs
Unlimited time periods for data storage with the free HubSpot CRM plan
$4000 onboarding fee for HubSpot Enterprise;
No monthly plan for HubSpot Enterprise
HubSpot CRM Pricing
Subscription Plan | Monthly Price | Offerings |
---|---|---|
Starter | $15 per seat | Remove HubSpot branding, email automation, email and in-app chat support |
Professional | $800 (5 seats) + $45 per additional seat | Unlimited simple workflows, campaign reporting, custom views, deal and company scoring, multilingual support, WhatsApp integration |
Salesforce CRM
Best Overall
- Integration CapabilitiesExtensive
- Ease of UseComplex
- Mobile FriendlinessExcellent
About Salesforce CRM
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.
Salesforce Pros and Cons
Starter course to help teams get to grips with the basics of Salesforce
Einstein 1 platform helps with updating customer interest segments, integrating security, etc.
Comprehensive revenue intelligence that shows the types of deals you normally win, win/lost rates, etc.
Maximum of 325 users for Starter Suite
Most plans only have annual subscriptions
Salesforce CRM Pricing
Salesforce pricing provides pricing plans for enterprises as well as SMBs as is seen from the plans listed.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Starter Suite | $25 | Simple CRM with lead management and email integration |
Pro Suite | $100 | Customizable reports, sales forecasting, quoting and contracting |
Enterprise | $165 | Advanced pipeline management, deal insights, workflow and approval automation |
Unlimited | $330 | Predictive AI, conversational intelligence, sales engagement |
Einstein 1 Sales | $500 | Einstein Copilot powered by Gen AI, Slack integration, unified data cloud and revenue intelligence |
Creatio CRM
Best for Customer Journey Automation
- Integration CapabilitiesModerate
- Ease of UseComplex
- Mobile FriendlinessLimited
About Creatio CRM
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.
Creatio CRM Pros and Cons
No-code tools make it easy to navigate and customize reports
Get a funnel overview to ensure that you’re driving sales
Event management tools (e.g. expected ROI) to help plan in advance
You have to pay extra for some add-ons (e.g. governance applications)
Online training and certification requires additional payment
Creatio CRM Pricing
Creatio pricing plan consist of the 3 plans mentioned below.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Growth | $25 | No-code Designer, Web, Desktop and Mobile apps, Customization via Scripts |
Enterprise | $55 | Custom branding, unlimited API calls, HIPAA Compliance |
Unlimited | $85 | Custom domain name, advanced support for onsite installation |
Apptivo CRM
Best for Travel and Real Estate Industry
- Integration CapabilitiesModerate
- Ease of UseModerate
- Mobile FriendlinessGood
About Apptivo CRM
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.
Apptivo CRM Pros and Cons
24/7 support for all subscriptions
Migrate your data from another app to Apptivo with professional help
Google Forms integration
Some users have complained that they’ve had difficulties when importing addresses
App limits apply depending on your plan (e.g. Lite has a maximum number of 18)
Apptivo CRM Pricing
Apptivo CRM has 4 pricing plans as below.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Lite | $15 | Basic Sales and Email Marketing, standard dashboards |
Premium | $25 | Campaign management, payment method integration, ecommerce inventory management |
Ultimate | $40 | Custom branding, email sequencing, territory management, custom applications |
Enterprise | Custom | Dedicated account manager, dedicated customization, white labeling |
SugarCRM
Best for Marketing and Sales Automation
- Integration CapabilitiesExtensive
- Ease of UseModerate
- Mobile FriendlinessExcellent
About SugarCRM
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.
SugarCRM Pros and Cons
Use automation for every step of the sales process, including identifying lead opportunities.
Tailored CRM solutions with insights that don’t require manual data entry
Geo Mapping tools to get a better overview of prospects and make meeting in real life easier
The app is challenging to use if you’re new to CRM software due to its various features
Only two options for customer support: The online case portal and an email address
Sugar CRM Pricing
Sugar CRM has 3 pricing plans as below.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Essentials | $19 | Contact and lead management, Basic workflows, reporting, and analytics |
Advanced | $85 | Advanced workflows, mobile app access, 3rd party integrations, built-in AI |
Premier | $135 | Guided selling, advanced forecasting, productivity tools, enhanced support |
Insightly
Best for Remote Teams
- Integration CapabilitiesExtensive
- Ease of UseEasy
- Mobile FriendlinessGood
About Insightly CRM
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.
Insightly Pros and Cons
View each team member’s sales pipelines and activity.
Advanced permissions (e.g. organization-wide sharing) and data compliance improvements.
Customize every project’s fields and layouts, and add reasons for winning each opportunity.
Free plan users only have access to the Insightly Help Center and won’t get priority email support.
Each core plan has limits on records per import, daily mass emails, and custom fields.
Insightly Pricing
Insightly pricing plans Plus, Professional and Enterprise are detailed below.
Subscription Plan | Monthly Price/user | Offerings |
---|---|---|
Plus | $29 | Customized emails, pre-built dashboards, marketing and service integration, |
Professional | $49 | Email Scheduling, custom page layouts, workflow automation |
Enterprise | $99 | Field-based permissions, custom apps, AWS lambda authoring and execution, comprehensive audit logging |
Agile CRM
Good FREE plan
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessLimited
About Agile CRM
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.
Agile CRM Pros and Cons
Widget management for customized oversights
Add up to 10 users and get unlimited deals and tasks with the free plan
Project management features (e.g. time-tracking and screen capture extension)
Plugins and integrations are only available as part of an Enterprise plan
You need to pay extra for contact-level analytics, beyond 5,000 emails, and mobile marketing on the Starter plan
Agile CRM Pricing
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Free | $0 | 5000 contacts, lead scoring, unlimited deals, email tracking |
Starter | $8.99 | Email campaigns, email templates, landing page builder, marketing automation |
Regular | $29.99 | Helpdesk, canned responses, activities, reports, mobile marketing |
Enterprise | $47.99 | Dedicated account rep, Shopify/Stripe Sync, unlimited campaign workflows, call recording and voicemail |
Less Annoying CRM
Best for Startups
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessLimited, no mobile apps
About Less Annoying CRM
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.
Less Annoying CRM Pros and Cons
Simple pricing structure with just one tier
Free upgrades for all users
Easily access regular contacts by starring them
Limited add-ons compared to other CRMs
No mobile apps
Limited availability of phone support
Bitrix24
AI Assistance Included
- Integration CapabilitiesModerate
- Ease of UseModerate
- Mobile friendlinessGood
About Bitrix24 CRM
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.
Bitrix24 CRM Pros and Cons
Use CoPilot to automatically fill out leads, brainstorm new ideas, create one-click task summaries, etc.
Flat pricing structure
Use whichever AI platform you want for CoPilot (e.g. ChatGPT)
Only five users are included in the Basic plan
Users without existing CRM knowledge will struggle to grasp how the app works due to its complex interface
Bitrix24 CRM Pricing
Bitrix24 CRM pricing plans range from Basic to Enterprise and have been detailed below.
Subscription Plan | Monthly Price | Offerings |
---|---|---|
Basic | $49 (5 users) | Unlimited deals and contacts, contact center, CRM Analytics, Google map integration, data export, Copilot access |
Standard | $99 (50 users) | Convert estimates to deals, chat inside CRM, Zoom integration, inventory management access permissions, CRM duplicate control |
Professional | $199 (100 users) | AI scoring for leads, smart process automation, workflow designer, canned responses, e-signature access |
NetSuite CRM
Best for Enterprise
- Integration CapabilitiesExtensive
- Ease of UseComplex
- Mobile FriendlinessExcellent
About NetSuite CRM
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.
NetSuite CRM Pros and Cons
Efficient partner management via easy payments and commission calculations
Multiple visualizations for sales comparisons (bar charts and graphs)
Break down reports based on each salesperson in your team, along with various other metrics
No pre-defined pricing plans
You can only contact NetSuite’s support by phone with a Premium Support plan and playbooks with an Advanced Customer Support plan.
Bonsai CRM
Best for Small Business
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessGood
About Bonsai CRM
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.
Bonsai CRM Pros and Cons
Customizable templates for quotes, invoices, etc.
List view for tracking leads and where they are in the sales funnel
Subcontractor onboarding and management features (Business plan only)
Limited client management features compared to most other CRMs
Not many long-term reporting tools or segmentations for deals won by source, etc.
Bonsai CRM Pricing
Bonsai CRM’s pricing plans are as listed below.
Subscription Plan | Monthly Price/User | Offerings |
---|---|---|
Starter | $21+$10/add. user | Unlimited clients and projects, all templates available |
Professional | $32 + $10/add. user | Remove Bonsai branding, workflow automations, branded client portal, Zapier integration |
Business | $66 + $10/add. user | Profitability and productivity reporting, premium customer support |
Keap
Best for Marketing Automation
- Integration CapabilitiesExtensive
- Ease of UseModerate
- Mobile FriendlinessGood
About Keap
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.
Keap Pros and Cons
Comprehensive marketing automation tools (e.g. advanced email segmentation and “if > then” automations)
A/B testing for communications
Save searches for easy referral later
You pay based on the number of contacts you have
Only 100-150 custom fields, depending on your plan
Keap Pricing
Keap has 3 pricing plans as elaborated in the table.
Subscription Plan | Monthly Price | Offerings |
---|---|---|
Ignite | $224 | 2 users, 1,500 contacts, 5 proven automations, unlimited custom automations |
Grow | $329 | 3 users, 2,500 contacts, 10 proven automations, unlimited custom automations |
Scale | $499 | 5 users, 5000 contacts, 15 proven automations, unlimited custom automations |
Salesmate
Best for Campaign Automation
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessGood
About Salesmate
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.
Salesmate Pros and Cons
View your campaign success based on open rates, etc.
Drag-and-drop campaign and content creation for text, dividers, links, etc.
IP address restriction with a Business plan subscription
Its AI feature is currently invite-only and in beta mode
Some add-ons aren’t available on the Basic plan
Salesmate Pricing
Subscription Plan | Monthly Price/user | Offerings |
---|---|---|
Basic | $23 | Contact and deal management, email integration and tracking, click-to-call, workflow management |
Pro | $39 | Team collaboration, bulk emails, calling app integrations, custom reporting |
Business | $63 | Lead scoring, deal splitting, power dialer, IP restriction |
Engagebay
Best for Contacts Management
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessLimited
About Engagebay
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.
Engagebay Pros and Cons
Share videos in one-to-one emails and broadcasting
SMS marketing tools, such as the ability to send out multiple texts at once
Built-in helpdesk to minimize inefficiencies within the team
Broadcast and landing page A/B testing is only available with Growth and Pro plans
Custom reporting and web/proposal analytics aren’t available with the first three plans
Engagebay Pricing
Subscription Plan | Monthly Price USD (annual plan)/user | Offerings |
---|---|---|
Basic | $13.79 | 360 degree contact view, deals, email scheduling/tracking, predictive lead score |
Growth | $59.49 | Custom deal tracks, multi currency, automations/workflows, canned response, SSO |
Pro | $110.39 | Conversational inbox, role management, account based marketing, API, phone support |
Nutshell
Easy to Use Interface
- Integration CapabilitiesLimited
- Ease of UseEasy
- Mobile FriendlinessLimited
About Nutshell
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.
Nutshell Pros and Cons
Easy-to-understand interface with sales reports that showcase product-by-product value
Map, list, chart, and board visualization for pipeline management
CompetitorIQ add-on that analyzes competitors’ market share, number of website visitors, etc.
API support is only available with Enterprise plans
The mobile apps don’t function as well as the desktop version
Nutshell Pricing
Subscription Plan | Monthly Price/user | Offerings |
---|---|---|
Foundation | $13 | Contact management, lead capture, bulk emailing |
Pro | $42 | Customizable views, hot leads, automated pipleline distribution, email sequences |
Business | $59 | Zoom call transcription, 50 AI timeline summarizations |
Enterprise | $79 | Unlimited pipelines, custom fields, free scheduled phone support, API support, Enterprise SSO |
Why Do Businesses Need CRM Software?
CRM software is any solution that allows companies to nurture leads and build relationships. Businesses need to use such platforms to keep lead generation organized. Teams can view the sales funnel status for every prospect and discover potential lifetime value and company revenue.
Using a CRM tool also helps businesses build up their sales pipelines more effectively, which can mitigate potential revenue losses caused by churn and ensure that money always has a chance of coming in.
Is CRM Platform Worth It for Business?
Yes, CRM platforms are worthwhile for all businesses looking to increase their sales conversions and revenue. These tools offer the in-depth analytics required to make intelligent decisions and can identify customer trends and behaviors.
Does Enterprise Software come with CRM Applications?
Most enterprise software do not come with CRM applications. Enterprise software helps teams keep data in one place and avoid confusion when looking for essential information. However, you sometimes have the option to integrate CRMs (monday.com and Zoho are two examples).
How does a CRM Software Work?
CRM software works by taking inputs about leads, sales, and customers before bringing everything together. You can manually add these bits of information or extract them automatically using automation tools.
Once you’ve added the necessary information into a CRM, you can view reports, contact prospects, and view your chances of winning projects.
Is CRM Software considered expensive?
CRM is not normally considered expensive to companies with bigger budgets, and the return on investment for making better sales decisions is often higher than the initial upfront cost. CRM software helps companies significantly improve their profits by identifying market gaps and who might be interested in signing a deal. Smaller companies can also use affordable or even free plans until they can afford something more complex.
What is the average pricing for CRM Software?
The average price for CRM software ranges from $9.99 per user, per month to upwards of $100 per user, per month. Many CRMs also have customizable pricing for Enterprise plans.
Several factors can influence pricing, such as how many people your subscription has and any add-ons you wish to purchase. Average prices also depend on whether teams buy a monthly or annual subscription, as month-to-month plans typically cost more.
What are the Advantages of CRM Software?
CRM Software offer the below advantages.
- Insights: Businesses can gain a better understanding of how their lead strategy is working and the types of people more likely to say yes to their offers. As they add more data, teams will also see which of their products and services are the most valuable.
- Automation: Teams can use CRM software to automate marketing campaigns and materials, such as email blasts and copywriting. As prospects move further down the sales funnel, users can also automate task statuses.
- Communication: Many CRM tools offer integrations with Gmail and Outlook. Some also have in-app messaging features, and you can also store leads’ contact details.
- Easier to upsell: Because you’ve already customer and lead contact details in one place (along with lots of information about them), upselling based on their individual needs is more effective and less time-consuming. So, teams can reach their revenue targets and improve customer retention.
- Efficient customer support: Teams can see all of a contact’s previous interactions with the company, making it easier to provide dedicated help. Because you can also access all of that individual’s information in one place, resolving disputes with personalized advice is often more straightforward.
What are the Disadvantages of CRM Software?
Below are the disadvantages of CRM software.
- Learning curve: CRM tools can feel overwhelming to beginners, and changing suppliers will also result in teething problems. Sales and marketing teams should expect an initial learning curve when buying new software and consider getting training.
- Upfront investment: CRM software has the potential for significant returns on investment, but paying thousands of dollars per year might be too much if you’re a new business. In these situations, it’s best to find flat pricing structures or use free plans until you can afford something more substantial.
Is Excel a CRM Tool?
Yes – you can use Excel or Google Sheets as a CRM tool. Excel lets you add tables and update processes as you go along. However, using Excel as a CRM requires much more manual work than custom-made CRM solutions.
Is there a Free CRM App?
Yes. Examples of free CRM apps include HubSpot, Agile, and EngageBay. These tools also have paid subscriptions, but you have more than enough features to at least get started.
Can CRM Apps be Used for Invoicing?
Yes – you can use some CRM apps for invoicing. Some have invoicing features and payment service provider (PSP) integrations, such as Bonsai. However, it’s worth double-checking before you commit to a service; invoicing features aren’t universal to CRM platforms. You may also want to check out the best invoicing software and discover tools specifically designed to meet those needs.
What is the Importance of CRM Software for Business?
CRM software helps businesses gather and curate essential lead insights, such as whether they already have a relationship with the company. These tools are also crucial for monitoring sales results, which can then make it easier for teams to fine-tune their outreach and marketing strategies.
CRM software also helps team members save significant time through research, task, and follow-up automation – in addition to email crafting. Thanks to this, salespeople can spend more time winning deals.
Is CRM Software better than HR Software?
No. CRM and HR software are two different things. Whereas CRM tools help businesses nurture their leads and customers, HR software is for managing candidates and existing employees. The two can work together (e.g. using CRM KPIs for individual targets on HR software), but they largely have two separate purposes.
What is the difference between CRM Software and ERP Software?
CRM software helps teams close more sales and track their progress in this area. Meanwhile, enterprise resource planning (ERP) software helps with managing assets, tracking supply chains, and other aspects. ERP software can have some crossovers (e.g. sales is an essential part of it), but it’s more for managing the company as a whole.