Customer management programs are often called management software (CMS). CRM management software simplifies the interaction of businesses with their clients. It comes with multiple options for storing and organizing customer data, tracking client interactions, as well as optimizing all client-related processes.
Speaking about CRM programs, I should mention that there is no perfect software for all companies, as they have different requirements. However, you should pay attention to such aspects as intuitive performance, and sales management, customization, reporting, automation, and integrations when selecting an ideal tool for your business needs.
Verdict: Zoho is a help desk software that comes with a slew of SaaS business software and a CRM program, which is a real godsend. It also includes an AI-driven sales assistant called Zia, which recognizes trends and abnormalities. Plus, Zoho offers Canvas, which is a handy UI editor with drag-and-drop functionality.
Zoho CRM reports let s get detailed customer data with ease. You can easily create custom reports in the form of charts, pivot tables, summaries, and tabular views as well as take advantage of the pre-made reports and customize them according to your needs to speed things up. The comments section provides s with a convenient way to discuss the reports.
The standard subscription costs 12$/month per , but you are free to upgrade it if required. Besides, a 15-day trial allows testing the program’s functionality for free.
Verdict: If your company urgently needs a highly customizable CRM app, look no further, as Salesforce Sales Cloud has everything you need for effective interaction with your customers.
Besides, CRM s can find apps and other useful products to make the workflow more efficient. Flow Builder is another highlight of the platform. It allows managing the creation of custom processes boosting the productivity of your business.
Salesforce Sales Cloud has a range of other advantages like the ability to edit pages, analyze performance, and cutting-edge data visualization tools, with the help of which it is possible to improve UX and enable data-driven decision making.
A bunch of integration options with third-party apps provided by AppExchange is another argument in favor of this tool, as CRM s get many additional functionalities and features to streamline their workflow in Sales Cloud.
The platform offers a great selection of plans, so everyone can find a suitable option for themselves. The affordable price, which starts from 25$/month per , makes this CRM software a win-win option for small businesses.
Verdict: HubSpot is a powerful tool that can function as both CRM software and a help desk. Many businesses find such complex solutions more useful than standalone offerings, even if their CRM toolkit is not extensive. With it, you can get your team on board and help them achieve their goals in just a few weeks. Plus, HubSpot comes with email marketing software.
If your sales teams require a powerful tool for centralizing data from multiple software providers, HubSpot will be their optimal solution. With it, a customer won’t have trouble integrating the program with third-party tools, which results in an easy synchronization of customer data and automation of all business processes to become more productive.
The selection of packages is extensive, with the basic subscription costing 20$/month. It is great that HubSpot offers a free plan for testing the tool’s functionality, but its set of features is limited.
Verdict: One of the biggest benefits of using involve.me is that it enables you to produce content that is customized to fit your exact needs and brand identity even if you don’t have any technical or design experience. This solution provides a wide selection of premade templates and convenient drag-and-drop controls that allow you to easily personalize content and produce unique interactive creations that match your brand’s voice and visual style.
Moreover, this platform lets you leverage analytics and reporting tools that make it possible to obtain data-based insights, which you can use to further develop your business. It provides overview KPIs, relevant data, response breakdowns, and third-party integrations to ensure you have all the info you need to make educated decisions about any possible strategy or marketing campaign changes.
involve.me allows s to create several workplaces, invite a multitude of guests and assign them as team , edit each person's permissions, and establish multiple organizations under one . Such an approach simplifies the process of adding both team and customers to a project while enabling you to customize the level of access they have as you see fit.
The Starter package is currently priced at $19 a month per . On the plus side, this solution offers a 14-day free trial for you to explore what it has to offer.
Verdict: Salesflare stands out as a -friendly yet robust CRM solution designed for small and medium-sized B2B businesses. It streamlines sales processes, allowing businesses to boost sales while minimizing time spent on data management and emails. The CRM ensures that follow-ups are never missed through effortless customer tracking, fostering cohesive team collaboration by sharing customer conversations.
Salesflare's productivity is further enhanced through seamless integration with a variety of tools, with Zapier ing connectivity with 3000+ apps like Mailchimp and Google s. Its versatile API facilitates easy data exchange with various systems, including CRMs and ERPs. The mobile application, available on iOS and Android, provides full CRM functionality, ensuring accessibility on the go.
Verdict: Are you looking for a highly functional customer relationship management software with some basic video review tools to monitor client activity from one location, Keap is one of the most suitable options. The program can simplify interaction with customers, as well as boost sales.
The best thing about the software is that it automatizes most processes, like management. Moreover, it comes with tons of ready-to-use customizable templates for pipelines, which accelerate the workflow considerably.
Additionally, you do not have to know coding to convert leads into sales, as this process is absolutely automated. The program offers comprehensive analytics and s revenue trends, email marketing performance, and list growth tracking, as well as allows businesses to send emails, book appointments, create invoices and perform a variety of other tasks.
The exact costs of Keap’s services are determined by your s, with a limited number of s provided by two main packages. The starting price is 159$/month.
Verdict: Perfex has been a work-changer for me, allowing me to work with my clients and my projects with ease through integration of invoicing, asg jobs, and tracking time in one effective platform.
What I enjoy most about the app is that it keeps me organized in a proper manner. With creating invoices and proposals, expense tracking and tracking of work progression, Perfex keeps me in a state of ease with everything. I enjoy most, in fact, is the recurring invoice feature, and with integration with both PayPal and Stripe, payments become a matter of ease to make.
Verdict: All company and member information is now clearly presented and available on one page. Imagine, customer management tools within Spacebring track bookings, payment, invoices, event attendance, and even car park activity - all sorted by tenant.
Mass invites, request approvals, and grouping in companies just require a few clicks. Custom billing currencies, accompanying notes and documents, and integrations such as Mailchimp and SALTO KS make it so that every step - from onboarding to offboarding - is accomplished without ever changing tools.
Verdict: Freshsales is regarded as one of the best CRM programs for all types of businesses. Though its feature set is rather restricted in comparison to other CRMs, it appeals to s with extensive integrations with many other business programs like calendars, email marketing software, tools, etc.
Besides, Freshsales outranks the competitors with its artificial intelligence software. s will get help from Freddy – a virtual assistant that will help you get a clear understanding of your clients based on historical sales data, activities, and engagement. The embedded VoIP phone service where you can buy toll-free local numbers in over 90 states enables company teams to customers from any device.
You can also manage sales opportunities and deals using Freshsales. The platform allows you to track deal progress, set deal stages, and estimate deal values, providing a clear overview of the sales pipeline.
The cost of a package that is limited to three s costs 18$/month per person.
Verdict: One of Concord’s biggest assets is its ability to organize both deals and customer management through custom pipelines and phases. I could simply use the drag-and-drop Kanban board to monitor deals, and assign deals to my salespeople, log a call, and schedule follow-up actions with reminders with ease. In fact, it made my sales pipeline management and tracking all my communications with my customers so much easier.
I could build out proposals, quotes, and agreements in the CRM, and it saved me much time. It even kept a record for each agreement of items, updating the agreement's overall for when a new one is added, and invoicing and tracking revenue became a breeze. Integration with Twilio for calling even facilitated communications with clients, and logging a call in the CRM kept everything in one place.
Verdict: Donorbox CRM is a comprehensive, all-in-one relationship management software option for nonprofits and fundraisers. Because it’s linked with Donorbox’s powerful fundraising tools, its s are able to raise money, strategize, communicate with donors, analyze data, and more without leaving the platform.
Donorbox CRM is powered by AI to nonprofits by pulling detailed reports and generating donor communications in seconds. Segment donors based on demographics, giving history, relationships, and more for targeted engagement. Track donor interactions and giving history with unique timelines, and keep everything in one place by inputting offline transactions.
Plus, the built-in Mail Center allows you to combine several email s into one inbox and set tasks to keep your team on top of it. Receive notifications of important donor moments so you never miss the right opportunity to reach out.
Donorbox CRM pricing is customized based on how many s you have.
Verdict: eWay-CRM seamlessly integrates into how I operate on a daily basis a customer management software integrated into Outlook, making me manage emails, s, projects, and tasks without the need to toggle between tools. All information pertaining to clients is well-organized and easily accessible in one location.
I frequently turn emails into tasks or deals, and the integrated AI assists me by flagging up items for my immediate attention and proposing next actions. It's ideal for collaboration too as emails are shared and we can work on them in Microsoft Teams without losing context.
Verdict: Pipedrive is one of the most functional CRM systems, which appeals to s with its vast array of sales-related options that nullify distractions from marketing or service functions.
Its abilities to send emails right from the platforms, check when an email was opened or clicked, synchronize with Outlook or Google Calendar, as well as managing meeting schedules make the program the best real estate CRM software available on the market today.
Smart Data is another highlight of the program. This feature provides comprehensive social and work info for s in just one click. Pipedrive stands out among other similar platforms with its handy add-ons like Leadbooster, which generates high-quality leads through lie chat, chatbot, forms, etc.
Besides, you can take advantage of the Web Visitors add-on, which provides real-time data about your website visitors. Other features that are worth your attention are the Sales Assistant (AI-fueled tool that identifies priorities) and Automations, which streamlines the workflow with pre-made templates for sales operations.
The price of the standard plan is 12$/month per . A 14-day trial is available as well.
Verdict: If you are looking for a customizable CRM solution to design a highly functional CRM system, Quickbase is a low-code platform that can satisfy all your sales-related requirements. Small business owners can CRM templates and tailor them to their specific needs creating space for effective communication with clients. And all these without knowing a single line of code.
Integration with other business systems and apps further simplifies and streamlines the workflow across various platforms. With a sandbox environment, it is easy to tweak the CRM system and make the needed adjustments. This enables s to update the system and modify it to their liking even without taking it offline.
The standard plan costs 35$/month per . Also, company owners can test the program’s functionality for 30 days for free.
