10 Best CRM Software Tools (+ Tips to Pick The Right One)
Customer is the most success-driving factor for businesses, including those with best Magento 2 CRM Integrations. Therefore, it is essential to manage customers efficiently to ace in the business. This is where the customer relationship management concept comes into the picture. Here we have provided complete details about the CRM tools along with the top 10 best CRM software tools to ace your business in 2024.
Customer Relationship Management (CRM) is the bunch of techniques used by businesses to gather customer data through multiple channels and analyze it and help them improve contact management, marketing, sales, customer retention, and support. CRM may sound like a new gimmick, but its usage can be traced back to the early 20th century when businesses kept records on index cards using rodolex.
However, CRM has grown enormously with immense digitalization over time as CRM tools. Nowadays, managing customers is at the fingertips with the software as a service (SaaS) models of CRMs. You may require to integrate CRM software with Magento, WooCommerce, Shopify, or other eCommerce stores to enhance the marketing and sales.
If you are an online business owner, then you must also consider having look at the following articles:
- Top 10 Best Payment Gateways in the USA
- Best eCommerce CRM Software
- Best Headless eCommerce Platforms to Use
Here we have provided complete details about the 10 best CRM software along with their features, pros, cons, and things to consider while choosing them.
Table of Contents
- What is CRM Software?
- Reasons to Use CRM Software
- List of Top 10 CRM Software
- How to Choose the Best CRM Software for Your Business?
- Conclusion
What is CRM Software?
CRM tools are used by businesses that manage the marketing, sales, and service activities together in one place. It gathers customer or client data through multiple channels and helps to organize it to improve and nurture customer relationships.
In order to understand what CRM software actually does, let’s consider a typical business scenario. Imagine you are getting hundreds of leads every day and you have to follow up on each of them after a week of pitching. Apart from that, you have to provide regular customer support to existing customers and maintain a track record of the same in order to retain them. In this case, you might end up with poor marketing, sales, and customer support while juggling all these things.
This is the same situation with larger businesses. In fact, things may get more complex with time when your network is expanding. Customer Relationship Management (CRM) software is a life-saving solution for businesses, which can streamline marketing, sales, and customer support. CRM benefits businesses of all sizes to grow and drive more profits. Online business owners can boost their conversions and customer retention through eCommerce CRM integration.
Reasons to Use CRM Software
Now, you must have understood the core motive behind using CRM systems in businesses. Most of the cutting-edge CRM tools come with features that help businesses improve marketing, sales, and customer support and thus grow more. Provided below are some of the reasons to use CRM systems.
Organize Data Efficiently
CRM Software can help you to organize your customer’s data efficiently in one place. Access to the customers’ data is at the fingertips using the CRM for small businesses as well as the larger ones. You can organize every single detail about the customer or client such as phone calls, meeting schedules, inquiries, etc. at one place and thus can get a 360-degree view of any customer or deal anytime.
Choosing the best CRM software for your business can help you to save time and prioritize your everyday tasks efficiently and aid in project management, and thus leading to more productivity.
Better Marketing Strategies
Marketing is one of the primary components of successful business management. CRM software can help you to identify your potential customers, their needs, and the correct way to approach them. This way, you can easily build marketing strategies and promote your business efficiently.
Furthermore, you can review your marketing strategies, their performance, and improve them using the performance report through the CRM tools.
Business Data Analysis
Data analysis is one of the important ways to keep your business on track. Every business, from small businesses to well-renowned brands, uses data analysis to make business decisions and improve the success rate.
Using CRM software, you can procure data from multiple channels and can analyze them in several ways. This can help you to review your business strategies and make better and smarter business decisions.
Also, CRM systems provide regular reports that can help you to keep track of how your business is performing.
Provide Better Customer Support
Customer is considered the king in business. Strengthening customer relationships is the core motive behind using Customer Relationship Management (CRM) software. You can easily organize all the customer queries, inquiries, and other data related to the customers and can follow them up regularly.
This will help you to provide personalized customer support and make sure that none of your customer’s queries or inquiries are left unanswered. Thus, using a CRM platform you can improve customer interactions and their loyalty towards your brand and can help you to retain customers.
List of Top 10 Best CRM Software
Choosing the best CRM software can be a difficult task with a variety of CRM software companies already available in the market. Here, we have provided a list of the top 10 CRM software that will help you to deal with the dilemma.
Let’s review each CRM software in detail.
10 Best CRM Software Details
Zoho
Zoho is one of the most popular CRM software that has already empowered more than 250k businesses all over the world through its cutting-edge CRM solution. This CRM software is used by sales professionals of many of the leading brands such as Amazon, Maruti Suzuki, Hotstar, Zomato, and IIFL to nurture more leads, engage customers and generate more revenue.
It is one of the best CRM software currently available in the market that is omnichannel and provides cloud-based customer relationship & contact management. It is highly customizable and can be configured to manage all types of businesses. You can easily integrate Zoho CRM with your Magento store using a Magento 2 Zoho CRM integration extension.
Two of the distinctive features that make it stand out from the crowd are artificial intelligence and gamification ability.
The AI-powered Zia assistant can help you to avoid any kind of sales and marketing anomalies before they happen. Third-party extension or addon compatibility and integration can help you to extend the CRM functionality. Moreover, you can also gamify your sales efforts by turning them into rewarding efforts, and thus achieving them would be more fun.
Thus, Zoho is the best CRM system for businesses that are looking for a complete AI-powered dynamic CRM system with gamifying sales tools.
Features of Zoho CRM:
- Workflow automation
- AI-powered assistant
- Omnichannel
- Gamification
- Sales enhancement
- Performance management
- Customization
- Cloud-based CRM
- Marketing automation
- Third-party integration and addons
Pros of Zoho CRM:
- Gamification of sales efforts
- Highly customizable
- Multi-device support
- Easy to integrate with popular third-party addons & extensions
- Free to use (Up to 3 users)
- Affordable Zoho Apps
Cons of Zoho CRM:
- Difficult to navigate
- Requires a bit of technical knowledge
- Unsatisfactory customer support
- Hard to plan events in the Calendar
Pricing:
- Starts from $20.00 per month
- 15-days free trial
Contact Details:
Contact number: +1-877-834-4428
Send your inquiries here.
HubSpot
HubSpot CRM is offered by the company as a part of its HubSpot sales and marketing suite. It is one of the most popular CRM software that provides robust inbound marketing features. It would not be fair to omit HubSpot from the list of best CRM software to use in 2022.
This CRM platform allows you to collect a myriad of data and improve sales performance and plan business strategies accordingly. It is totally focused on helping the customers to find your business and thus promoting inbound marketing.
You can easily generate sales and marketing reports and metrics that can easily help you to analyze how well your pitches are distributed amongst potential customers. It also allows unlimited users to get access to the basic tasks and reports for free.
Thus, it is well-suited for the businesses that are looking to focus specifically on inbound marketing.
Features of HubSpot CRM:
- Marketing automation
- Sales pipeline management
- Free CRM certifications
- Deal tracking
- Cloud-based CRM
- Email automation
- Social media integration
- Reporting dashboard
- Contact segmentation
Pros of HubSpot CRM:
- Freemium CRM
- Developer-friendly
- Extra hubs
- Efficient lead management with follow-up
- User friendly
Cons of HubSpot CRM:
- Limited customization
- Lack of customer support
Pricing:
- Free CRM tool to use
- Premium version starts at $50 per user per month
Contact Details:
Contact number: +1-855-924-2138
Send your inquiries here.
Salesforce
Salesforce is one of the most popular names in the CRM world. Its easy-to-use interface without much technical knowledge makes it a better small business CRM software.
Small business owners or their team members can easily track the deals right from lead generation to successful sales. Also, built-in email integrations such as Gmail and Outlook are much appreciated by business owners.
Using Salesforce CRM, you can easily keep track of all of the data in one place. This will ensure that your sales team has access to all the real-time data, and can easily escalate the issues for better and timely resolution.
It also comes with an artificial intelligence-powered research tool that can help you to build new business relations and nurture them. This set of features makes it one of the best CRM software solutions for start-ups and small businesses that are seeking tremendous growth and can help them to scale their business.
Features of Salesforce CRM:
- Multiplatform support
- Process automation
- Account & contact management
- Lead management
- Real-time reports
- Prioritize actions
- Email integration
- Cloud-based CRM
Pros of Salesforce CRM:
- Extremely Customizable
- Third-party app integration
- Report filtering
Cons of Salesforce CRM:
- Complex software
- A bit costly
- Poor customer support
- Difficult to use
Pricing:
- The price starts at $25 per user per month
- 30-days free trial
Contact Details:
Contact number: 1-800-387-3285
Send your inquiry here.
Pipedrive
Pipedrive is a CRM that focuses on driving more sales to businesses and is used by over 95,000 businesses all over the globe.
It is a well-known small business CRM due to its easy to setup & easy-to-use interface and has earned a bunch of industry-leading awards. However, it is also well suited for enterprise-level businesses having larger teams.
Pipedrive provides you with a CRM solution that drives deals and also assists with marketing, lead management, and sales. It offers a variety of plans that you can choose from at your convenience.
Features of Pipedrive CRM:
- Track communications
- Automate repetitive tasks
- Performance reports
- Follow up reminders
- Sales forecasting
- Visual sales pipeline
- All sales data at one place
Pros of Pipedrive CRM:
- Intuitive interface
- Easy to get started
- Mobile app support
- Import-export CRM data
Cons of Pipedrive CRM:
- Lack of marketing campaign planning
- Limited support
- Less customization
Pricing:
- Price starts at $12.50 per user per month
- 14-days free trial
Contact Details:
Contact email: [email protected]
Send your inquiries here.
Monday.com
Monday.com is one of the popular CRM software that makes it easy to build, run, and scale your dream workflows in one place. It is being used by over 125k companies including some of the renowned brands such as Coca-Cola, Adobe, BBC Studios, etc.
This platform allows business owners to set up the top CRM system within a few minutes and saves a lot of time through automation. Apart from that, it offers 24×7 customer support, daily webinars, and a knowledge base in the support center for self-learning.
It is well suited for business owners that are looking for visual management aid. Its distinct feature is that it allows customized boards with color codes. It can be called a digital whiteboard with color codes and is suited for small businesses as well as enterprise-level businesses.
Features of Monday.com CRM:
- Intuitive UI
- Efficient collaboration
- Reports & analytics
- Excellent customer support
- Checklists
- Cloud-based CRM
- Task automation
- Third-party integrations
Pros of Monday.com CRM:
- Built-in time tracking
- Intuitive interface
- Visualize project progress
- Supports mobile app
- Multiple views through boards
Cons of Monday.com CRM:
- Limited activity log
- No way to assign comments
- Project management and tracking goals can be difficult
- Lacks idea management features
Pricing:
- Free CRM for individuals (up to 2 team members)
- The basic version starts at $8 per user per month.
Contact Details:
Office: 34 W 14th St
New York, NY, 10011 United States
Send your inquiries here.
Freshworks
Freshsales, previously known as Freshworks, is a sales-focused free CRM tool that incorporates amazing features of sales along with powerful marketing automation features. It is considered one of the best CRM software tools for its easy sales reporting and analytical functionalities.
It is trusted by thousands of growing brands all over the globe. It allows the integration of emails and calls so that the sales reps no longer have to juggle between the platforms and can help to streamline the communication with the customers.
This tool also comes with out-of-the-box reporting and strong analytics functions that can help the sales team to act accordingly. Freshworks is really efficient at creating a custom sales pipeline and manages the sales process flawlessly.
Freshworks CRM software offers four different packages and the business owners can choose the best one that suits them.
Features of Freshworks CRM:
- Sales pipeline management
- Third-party integration
- Customer service automation
- Cloud-based CRM
- Strong analytics and reporting
- AI-powered assistant
Pros of Freshworks CRM:
- Excellent customer support
- Omnichannel service
- Cost-effective (Free basic version)
- Easy-to-use interface
- Import leads
- Multiple sales pipeline
- Sales sequencing
Cons of Freshworks CRM:
- Limited email credits
- Can be confusing for beginners
Pricing:
- Free CRM (Basic version)
Contact Details:
Contact number: +1-855-747-6767
Send your inquiries here.
Oracle NetSuite
Oracle NetSuite is a unified business management tool that integrates financials, and eCommerce along with the CRM. This leading business management tool is being used by more than 27000 happy customers worldwide.
Some of the features of this tool that brings it to the list of the top CRM systems around the world are contact management, order management, commissions, forecasting of sales, and integrated eCommerce capabilities.
The Customer Relationship Management Software offered by Oracle includes a variety of cloud applications that you can deploy as per your business requirement to gather data, manage the sales process, marketing and provide support to your customers.
Features of Oracle NetSuite CRM:
- Lead management
- Price management
- Customer data integration
- Contact management
- Report & analytics
- Multi-platform support (Mobile)
- Cloud-based CRM
- AI-powered tools that automate business processes
- BI Apps
Pros of Oracle NetSuite CRM:
- Flexible – supports all types of businesses
- Highly scalable
- Detailed report generation
- Business intelligence analysis
Cons of Oracle NetSuite CRM:
- UI can be improved
- Less customizable
- Requires technical know-how & training
Pricing:
- Starts at $75 per month
- Free CRM trial available for 30 days
Contact Details:
Contact number: +1-800-633-0738
Zendesk
Zendesk Sell is one of the top CRM software currently available in the market that claims to have more than 40,000 clients all over the world.
You can use this CRM to keep a sharp eye on every aspect of your sales cycle. This CRM tool is well suited for small business owners as well as for enterprise-level businesses. The scalability and flexibility of Zendesk allow it to make it to the list of best CRM software.
This CRM tool is fully-fledged with easy customization options, strong reports and analytics, CRM reports, and other features that every business owner would appreciate right from lead management to providing post-sales customer service. This tool allows your sales team to dive deeply into the customer’s behavior and work accordingly to leverage conversions.
Features of Zendesk CRM:
- Customizable ticket management
- Multi-platform support
- Rich reporting and analysis
- Third-party integrations
- Highly customizable via API
- Complete CSS rebranding
Pros of Zendesk CRM:
- User-friendly CRM
- Multi-channel support
- Maintain customer interaction logs
- Ticketing opening capability
Cons of Zendesk CRM:
- Limited chat support
- Poor social media integration
Pricing:
- The starter plan starts at $2 per month.
- 14-days free trial
Contact Details:
Contact Number: 888-670-4887
Send your inquiries here.
Keap
Keap, early known as Infusionsoft, is one of the best CRM software that enables you to automate sales and marketing along with the CRM to generate more sales with less chaos. The company claims to serve more than 200,000 entrepreneurs for more than 20 years.
You can easily integrate all the tools to capture customer information, email & SMS campaign, calendar booking, invoicing, and payments in one place using this tool. You can use this tool’s 20 years of experience to personalize sales and marketing to get more returns.
Furthermore, it is a highly customizable CRM tool that can help you optimize customer experience, can capture more leads automatically, and can also trigger personalized follow-ups. The combination of such amazing features and functionalities helps it to make it to the list of best CRM software to use in 2022.
Features of Keap CRM:
- Detailed reporting & analytics
- Third-party integrations
- Import-export data
- Task automation
- Email Marketing Tools
- B2b capability
- Reminders
- Multi-platform support
- Sales pipeline
- Lead metrics
Pros of Keap CRM:
- Automatic lead capturing & follow up
- Automate recurring task
- Integration through APIs
- Schedule appointments
Cons of Keap CRM:
- Unflexible contact records
- Complex marketing structure
- No autosave feature
Pricing:
- Pricing depends on the number of contacts
- The Lite version starts at $40 per month per user
- 14-days free trial
Contact Details:
1260 S. Spectrum Boulevard
Chandler, AZ 85286
Contact Number: +1-866-800-0004
Get keap product demo here.
SugarCRM
SugarCRM is one of the best CRM tools that help business owners to make customers for life. It is a flexible customer-centric tool that enables you to get a clearer picture of your customers and can make accurate predictions about the future.
This customer-centric tool claims to have over 2 million users around the world and is still expanding. It offers cloud-based as well as on-premise CRM solutions that you can count on.
It is a scalable tool that gives a boost to your sales, and marketing, and minimizes your sales teams’ efforts. It is one of the best CRM software for larger businesses. It can integrate data from various channels such as your website, email, and customer interactions forms and can analyze it to grow your customer base and can you make smart business decisions.
It offers a total of five plans to choose from and you can choose the one that caters to your company’s requirements.
Features of Sugar CRM:
- CRM reporting and dashboard
- Sales forecasting
- Quote management system
- Can be easily customized and configured
- CRM mobile app
- Campaign management
- Third-party app integrations
- Email & calendar integration
Pros of Sugar CRM:
- Highly customizable
- Easy to set up
- Prospect & contact opportunities through the mobile app
- Search functionality
- Visually appealing
Cons of Sugar CRM:
- Poort UI & UX
- Inconsistence cross-platform experience
Pricing:
- Starts at $80 per user per month (minimum 3 users)
Contact Details:
Contact Number: +1-877-842-7276
Get SugarCRM demo here.
How to Choose the Best CRM Software for Your Business?
Now, you must have understood that Customer Relationship Management (CRM) software is a pre-requirement for any business. Provided below are some of the questions that you ask yourself while choosing the best CRM software for your need.
- How many users are going to use the CRM?
- What is your budget? Are you looking for a free CRM?
- Do you want to integrate any third-party app or software such as marketing tools with the CRM?
- What are your ultimate requirements for using CRM software?
- Do you or your users have technical knowledge?
Consider answering the above questions and shortlist the best CRM software on the basis of the same. Finally, choose the one that fulfills your needs, is easy to use, and is pocket-friendly.
Moreover, you can also consider taking a demo or free trial of each of the best CRM software listed above to choose the one that can fulfill your business needs.
Conclusion
Customer Relationship Management (CRM) has become an important part of businesses. Basic CRM Tool can help to organize customer data, automate business processes, manage leads, and improve marketing & sales, with its integrated sales and marketing tools and can also aid your customer service teams.
Choosing the right CRM software that fits your business can be a difficult task with the plethora of software available on the internet. However, businesses can take several points into consideration to shortlist the best CRM software for them in 2022.
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Really informative article. Looking forward to similar articles.
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