CRM Software Reviews

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CRM Software (or Customer Relationship Management Software) is primarily designed to help manage your customer data. Customer relationship management software or CRM platform as it is sometimes referred to uses customer data to provide a range of features to improve sales results. The best CRM software often includes additional features that provide marketing automation. Most CRM Systems today are offered as SaaS products (Software as a Service) model, meaning that the software is web-based, hosted on the Cloud and can be accessed when needed through a client or web browser. CRM systems are designed to improve customer relationships and include lead management, sales automation, workflow automation, sales teams management, marketing automation and customer data security. If you're looking to improve your business processes then you're in the right place. Use our CRM software reviews to find the right solution for your business.

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CRM software and co-funded implementation.

Lower the cost of implementation as well as the risk of your CRM project failing, with co-funding at every stage from Workbooks. We’re unique among CRM vendors because we provide both software and services, which means we can invest in your CRM success. Learn more about Workbooks.

Serchen Index
67 Employees
121 Subscribers

The Best CRM for Outlook

eWay-CRM is the best CRM for Outlook. Also contains apps for web and mobiles. It helps manage Customers, Sales, Projects, and Bulk Emails. Track communication history, plan follow-ups, automate company processes and much more. Learn more about eWay-CRM.

Serchen Index
10 Employees
189 Subscribers

The Most Trusted Name in CRM

The # 1 competitor to industry giants Microsoft CRM and Robust feature set that’s easier to use and half the cost. Offers best practices and an array of value added customer services for sales and marketing. Used by several thousand small to mid-size businesses. A MUST HAVE ON YOUR SHORT LIST. Learn more about Commence.

Serchen Index
24 Employees
41 Subscribers

CRM Software

If you're looking for comprehensive and user-friendly CRM software, look no further than HubSpot. HubSpot offers everything you need to manage your customer relationships, from contact management and sales automation to reporting and analytics. And because it's.. Learn more about HubSpot.

Serchen Index
4,144 Employees
132K Subscribers

CRM Software

Salesforce takes your company’s marketing, sales and commerce operations to a whole new level by providing customer relationship management. A CRM platform that helps your sales team access information on customers' needs across all of their channels seamlessly.. Learn more about Salesforce.

Serchen Index
45K Employees
153K Subscribers
Zoho CRM

CRM Software

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Sales Force Automation: Zoho.. Learn more about Zoho CRM.

Serchen Index
8,600 Employees
72K Subscribers

CRM Software

SugarCRM is how marketing, sales, and service teams finally get a clear picture of each customer’s journey, without getting all the headaches and hassles that come with traditional CRMs. For too long, companies have been stuck with high-maintenance CRMs that require.. Learn more about SugarCRM.

Serchen Index
537 Employees
6,070 Subscribers

CRM Software

Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small.. Learn more about Keap.

Serchen Index
364 Employees
9,850 Subscribers

CRM Software

Vendasta's White Label Platform powers 1,200+ partners and 25,000+ salespeople selling to more than one million local businesses. Learn more about Vendasta.

Serchen Index
444 Employees
3,680 Subscribers

CRM Software

Bitrix - is a privately-owned company founded in 1998 and headquartered in Alexandria, VA. Bitrix now incorporates 200+ staff, 2 000 000+ customers and 12000+ partners worldwide. Bitrix24 is a flagship product developed by Bitrix, Inc. Bitrix24 ( is.. Learn more about Bitrix24.

Serchen Index
145 Employees
25K Subscribers

CRM Software

**1. When was your company founded?** EngageBay was founded in February 2018. **2. What does your company do?** EngageBay is a simple, powerful, affordable all-in-one marketing, sales, and service automation software with free CRM for SMBs. **3. What.. Learn more about EngageBay.

Serchen Index
39 Employees
N/A Subscribers

CRM Software

SalezShark is a Relationship Intelligence platform that enables Sales professionals and Marketers to gather actionable Customer Insights and increase their Sales. It comes equipped with a powerful Recommendation Engine bound to ensure that you never lose a sales.. Learn more about Salezshark.

Serchen Index
61 Employees
N/A Subscribers

CRM Software

OnePageCRM is the **1st action-focused sales CRM** that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a.. Learn more about OnePageCRM.

Serchen Index
22 Employees
N/A Subscribers
Maximizer Software

CRM Software

We are a leading provider of customer relationship management (CRM) solutions. Our top-rated tools for sales, marketing and customer service give businesses everything they need to grow all included for one simple price. Since 1987, over 120,000 companies have trusted.. Learn more about Maximizer Software.

Serchen Index
152 Employees
N/A Subscribers
Daylite for Mac & iPhone

CRM Software

Daylite is a small business CRM designed specifically for businesses on the Mac, iPhone & iPad. Apple supported features: - Sync with Apple Contacts - Sync with iCal - Integrate with Apple Mail Why small businesses love Daylite: - Simplify your business:.. Learn more about Daylite for Mac & iPhone.

Serchen Index
50 Employees
167 Subscribers
Method Integration

CRM Software

Simplify your small business with the #1 CRM for QuickBooks. Your customers and team will love it. Over 1,300 users give Method 5-stars on Intuit and Google Apps Marketplace. Delight Each Customer with Contact Manager Keeping customers happy takes a lot.. Learn more about Method Integration.

Serchen Index
63 Employees
657 Subscribers

CRM Software

Salesmate is an all in one cloud-based CRM that enriches customer interactions, boosts sales productivity and helps win more deals. Salesmate CRM provides an easy to use solution to simplify complex sales processes of startups, and, small and medium enterprises... Learn more about Salesmate.

Serchen Index
51 Employees
N/A Subscribers

CRM Software is a business messaging platform that enables companies to scale their customer engagement without growing their teams. Three key elements make this a reality: Chat Automation Tools: To communicate with people en masse, the Platform provides.. Learn more about

Serchen Index
55 Employees
N/A Subscribers
Microsoft Dynamics

CRM Software

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Learn more about Microsoft Dynamics.

Serchen Index
174K Employees
48K Subscribers

CRM Software

Blackbaud (NASDAQ: BLKB) is the world’s leading cloud software company powering social good. Serving the entire social good community—nonprofits, foundations, corporations, education institutions, healthcare institutions and individual change agents—Blackbaud connects.. Learn more about Blackbaud.

Serchen Index
3,447 Employees
N/A Subscribers

CRM Software

LeadSquared is revenue acceleration software used by businesses to increase their selling velocity and retain customer mind share. It combines the effectiveness of Marketing Automation and CRM to achieve the purpose. LeadSquared is the second venture of the founding.. Learn more about LeadSquared.

Serchen Index
801 Employees
N/A Subscribers

CRM Software

Founded in 1998, LeadMaster is a browser-based solution providing an all-in-one package for capturing, tracking and following up with leads. It's easy to integrate with your website so form fills flow directly into the system. Features include: * customer.. Learn more about LeadMaster.

Serchen Index
26 Employees
N/A Subscribers

CRM Software

Etiya, leading software company providing customer experience focused AI driven Digital Transformation solutions with its own award-winning product portfolio. Founded in 2004, Etiya is a fast-growing software company with more than 850 employees worldwide. Our global.. Learn more about Etiya.

Serchen Index
1,122 Employees
N/A Subscribers

CRM Software

Nutshell is a sneaky powerful growth software platform that helps sales and marketing teams work together to win more deals. Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CRM, sales automation, and email marketing.. Learn more about Nutshell.

Serchen Index
25 Employees
N/A Subscribers

CRM Software

AddressTwo is a simple CRM software for small businesses. You know that solid relationships are essential for growth and success of your small business. What thousands of our customers have discovered is that having a CRM solution in place dramatically improves.. Learn more about AddressTwo.

Serchen Index
12 Employees
N/A Subscribers
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Written by Alex Gladstone on 01 August 2022

The new CRM software in the Hager Group is set up not only to record the activities of employees in the sales department but also as a tool for strategic business management. Before the implementation of eWay-CRM, the company’s sales team used various spreadsheets, memos, papers, Outlook, and reminders.

The Hager Group, a leading provider of solutions and services in the field of electrical equipment for residential, industrial, and commercial properties, was looking for a CRM software for a branch in the Czech Republic. While choosing a suitable solution, they looked at several CRMs, including the most well-known ones such as Microsoft Dynamics or Salesforce.

Two CRMs – eWay-CRM and Raynet – made the final cut. The winner was eWay-CRM with its simplicity and its integration with Outlook. The company also appreciated the expertise and help with the implementation.

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Written by Alex Gladstone on 27 June 2022

A large part of customer relationship management (CRM) is handling the communications you have with your prospects and return customers.

It’s only natural that potential customers will want to get in touch with you about your product to make sure it will work for their situation, and you’ll be contacting your best leads throughout their buying journey to give them more information and learn about their situation and how your product can help.

But in the modern world, there are a multitude of channels for your customers and leads to reach out to you from, and it can be a big ask to keep track of what every customer is saying and making sure you respond to everyone in a timely fashion. - Read More

Written by Alex Gladstone on 24 June 2022

A fantastic way to lose potential customers is to give them a terrible buying experience.

That experience starts with the first contact with your lead and extends all the way to a closed deal. If your customers experience unnecessary difficulty during their journey then there’s a good chance they’ll become unengaged with your business and look elsewhere.

Part of the process for optimizing your sales is to ensure your user experience (UX) is as simple and easy to manage for your prospects as possible.

But how can you determine customer insights about your sales process? What may seem like a perfect process from your end might not translate to the user, but without insights into your UX, you won’t be able to make the changes you need to convert more of your leads. - Read More

Written by Alex Gladstone on 22 June 2022

Adding incentives for when your sales reps close deals is a great way to boost their motivation and dedication to finalizing a sale.

One of the best incentives for your reps is a commission system that pays them a proportional reward for the deal they close.

And while that’s wonderful news for your sales department, your HR and accounting teams might not be so overjoyed at the extra paperwork commission programs entail. There’s a lot of tracking, calculating, forms and admin that goes on behind the scenes to ensure each rep gets the commission they’re owned.

But don’t worry, because there’s a simple solution! Sales commission software is designed to take all the hard labor out of the commission process, saving your HR and accounting teams time, and making sure your sales reps get the correct amount of commission. - read more

Written by Alex Gladstone on 20 June 2022

A simple fact of selling is you can’t close deals without leads.

A healthy sales pipeline means you’ll have lots of prospects throughout the stages of your buyer journeys for your reps to work their magic on.

And how do you get new leads into your CRM software’s pipeline? Lead generation of course!

In this guide we’ll be taking a closer look at lead generation; what it is and the advantages of automating it to streamline the process. We’ll also be looking at the software tools our Serchen community has rated as the most helpful for adding quality leads into their pipelines. - read more

Written by Alex Gladstone on 17 June 2022

When a potential customer has a question about your product, it’s important to move fast to answer any queries they have before they lose interest.

But how do you know when your prospects want more information? If there’s nowhere for them to ask the questions they want answering, then your reps can’t guide them towards a purchase.

Live chat and chatbots offer a solution to this problem by giving visitors to your website an immediate way to communicate with you, and in this guide, we’ll be breaking down the best software on the market according to our community here at Serchen to use with your CRM software.

read more

Written by Alex Gladstone on 13 June 2022

For enterprise-level businesses, having a way of managing all your customer interactions and where they are along their deal journey is crucial. It’s impossible to keep track of all your prospects and the information surrounding them over several pipelines them without a great CRM.

CRM software tends to be tailored toward the size of a business and the scope of its sales operation, generally split into about four different tiers: free (very small businesses), entry-level (small businesses), mid-sized businesses, and enterprise.

As you might expect, ascending the tiers brings extra features and the removal of feature-capping that become more attractive as your company scales. Smaller companies won’t see a good return on splashing out on the top-tier products as they’ll never make use of what’s on offer, but for the largest companies having access to these features is a must.

In this guide, we’ll be looking at the best CRMs available today for enterprise-level users, as rated by our Serchen community.

read more

Written by Alex Gladstone on 01 June 2022

Choosing the right CRM software can be a daunting task given the range of options and price points out there.

But you needn’t fork over hefty monthly subscription fees if you just don’t have the budget for it.

At its heart, CRM software is just a clever way of organizing all the information your company holds relating to your customers and your interactions with them. Extra features can be helpful down the line, but to begin with, using CRM software to dial in your selling process is the most important use case.

Plus, most CRM packages are built with company growth in mind. They often offer tiered pricing structures allowing users to upgrade to more feature-rich versions when the time comes, meaning there’s very little downside to adopting a free package, as there’s minimal onboarding time needed for an upgrade versus an entire software change.

In this guide we’ll be looking at the free CRM software packages our users have rated best, highlighting the key features they found most useful for their businesses in real-world experience. - Read More

Written by Alex Gladstone on 01 June 2022

If you’re looking to keep your pipeline topped up with new and engaged leads, then you’ll want to have the most effective marketing solution you can.

Sales reps can only work with what they have in the pipeline, so it’s important to keep it full to the brim with prospects so they can work their magic and bring in the revenue.

A great way for your marketing team to boost their results is to integrate their email marketing software within your CRM software.

Why Integrate Marketing With Your CRM?

Like with any good integration, bringing your email marketing into your CRM helps streamline your workflow.

Importing data to and from your CRM helps speed up a variety of tasks, and keeps both your sales and marketing teams in the loop.

Plus, using integrated software with your CRM unlocks some powerful automation features that you can use to set up highly effective marketing campaigns that boost not only your open rates but your lead conversion too.

In this guide we’ll be looking at some of the highest-rated stand-alone email marketing programs for CRM integration our users have reviewed on Serchen. - read more

Written by Alex Gladstone on 19 May 2022

Which isn’t to say expensive Customer relationship management software isn’t worth it; they’re enormously capable tools. It’s just you need to be using a lot of their features to justify the high cost, and most businesses just won’t need the extra bells and whistles of the highest-end products and CRM platforms.

Not so for the CRM capabilities we’ll be looking at today.

In this guide, we’ll be taking a peek at the best-reviewed entry-level Customer relationship management software, as rated by our Serchen users. These are premium products, but we’re setting the price cap at $15 per user per month so they won’t break the bank.

Price tag still too high? Don’t worry, we’ve got you covered — check out the best free solutions here!

Who Is Entry-Level Customer relationship management software For?

Like free solutions, entry-level products are designed for start-ups and small businesses that don’t have large teams using their CRM and aren’t likely to run into the contact and account limits imposed on the cheaper packages (at least not to begin with).

That being said, if users are going to pay for a product, they’ll want to get the most out of it. Unless you plan to make use of the extra features these CRM systems offer, then you might be better off with a free tool, or at least seeing if the product has a free trial.

But if you’re committed to using a professional selling platform with powerful tools to expand your selling capabilities and manage your customer relations, with somewhere between 3-10 users on your team, then entry-level CRM solutions is the perfect step to boost your sales team’s efficiency and effectiveness.

For a small monthly outlay, you gain a host of powerful features not available on free products, plus extended functionality and support. Often you’re gaining the majority of the more expensive tools’ feature sets for a fraction of the cost, making these products excellent value for money.

And when you find yourself brushing up against the limits of your entry-level plan, upgrading is a simple process, and by then you’ll have the revenue and team size to justify the extra storage and tools. - read more


You can read more CRM system reviews by using the filters at the top of this page.

Written by Alex Gladstone on 19 May 2022

All good sales departments follow a set process on how to take a lead from the beginning of their pipeline through to a closed deal.

But when you repeat a process like this, your reps end up spending a lot of time doing the same repetitive task over and over again. Total up the hours they spend on menial admin tasks every week, and you’ll see just how much time they’re forced to spend not selling.

One of the best ways to free up your reps from repetitive paperwork and admin is to use sales CRM reviews automation. This way your reps are freed up to focus on selling, knowing that specialized software is taking care of that time-consuming admin.

Why Use Marketing Automation Integrations?

According to McKinsey, more than 30% of sales activities can be automated. Imagine your reps magically had a third of their weekly workload removed. Think of all the great uses you for that freed-up time! - read more

CRM Software Reviews

You can read more CRM system reviews by using the filters at the top of this page. If you're looking to add project management functionality to your CRM tools, or just looking for an alternative to hubspot CRM, Zoho CRM and Monday sales CRM you can search our customer relationship management software reviews using the filters at the top of these search results. Our CRM systems include lead management, sales automation, sales force automation, workflow automation, sales teams management, email marketing, marketing automation and customer relationship management systems.

Written by Alex Gladstone on 18 May 2022

CRM System is a staple of sales technology, used by small start-ups and the largest enterprise organizations alike.

But what is CRM, and why should you be using it?

In this introductory guide, we’ll be looking at exactly what CRM means and how cloud-based software has revolutionized how sales teams go about implementing it, as well as the powerful features that make CRM software a must-have for all businesses.

What is CRM?

CRM stands for Customer Relationship Management. Any activity that covers the generation and building of relationships with customers through to the closing of deals falls under this umbrella.

As good sales and customer relations underpin successful business, having good CRM practices are especially important to your sales and marketing teams—marketing generates your leads, and sales guides them through to a completed purchase.

The best CRM software is a part of a business’ larger CRM practice, and a very important one, which aims to improve sales, customer relations and feedback insights into the sales and marketing process. With a properly implemented system, users can yield around 45% Return on Investment (ROI) for every dollar invested.

Why a Cloud-Based CRM System?

Before cloud-based services were available, customer relationship software was only an option for companies that could afford the cost of separate licenses for each computer the software was to be installed on, as well as the hosting and maintaining of an internal server to store the data. The only other option was to build your own software in-house, but you still needed an internal server to host it.

Fortunately, cloud-based technology has made CRM tools much more accessible, and options are available now to suit every budget and size of business. Users can access their sales software wherever they have an internet connection, with many services even having mobile app support.

The Software as a Service (SaaS) subscription model adopted by most sales software packages means businesses need only pay for the features they actually need, with the option to scale or expand their features only a click away. - read more

If you're looking to add project management functionality to your CRM tools, or just looking for an alternative to hubspot CRM, Zoho CRM and Monday Sales CRM you can search our customer relationship management software reviews using the filters at the top of these search results. Our CRM systems include lead management, sales automation, sales force automation, workflow automation, sales teams management, and email marketing, marketing automation or customer relationship management systems.

Written by Alex Gladstone on 16 May 2022

CRM software is a vital part of any sales department—whether you’re a start-up with a spreadsheet or an enterprise company with multiple sales teams, having some form of CRM software is a major boon when it comes to keeping track of all your leads and customers.

But modern businesses don’t just use the best CRM software; they use a whole stack of programs designed to perform various important tasks throughout the company.

But what if some of those programs could communicate? What if you could import from one program data with the click of a button? What if you could put to use all the data you’ve got siloed away in your CRM, for say, a marketing campaign? What if you could let your leads qualify themselves?

Customer Relationship Management Software integration lets you do all this and much more.

What Does CRM Integration Mean?

Integrating software with your CRM means you’re allowing each program to pull data from the other.

Generally, the customer relationship management crm you choose to integrate will already be what you’re using, like email and calendars, or will be programs that perform a specific role that extends the functionality of your CRM, such as proposal writing software.

By combining programs you can expect to dramatically speed up your workflow and reduce human error while internalizing all your integrated tools within your CRM for easy access.

CRM software is usually built with some integrations already baked in, but many offer entire ecosystems of third-party integrations designed with those CRMs in mind.

There are even tools for connecting programs that aren’t designed to work together, removing the limits preventing you from linking tools together.

If you're looking to add project management functionality to your marketing tools, or just looking for an alternative to hubspot CRM, Zoho CRM and Monday Sales CRM Don't forget you can search our customer relationship management systems to find the best CRM software and CRM tools that feature lead management, email marketing, sales automation, workflow automation, sales teams management, marketing automation, use our CRM software category to find the right solution for your business.

Written by Alex Gladstone on 13 May 2022

How to use a CRM System for Sales Forecasting?

A sales pipeline is a way of measuring the progression of each of your prospects on their journey from fresh lead through to a completed deal.

The stages of the journey (customer data) your leads take on the way may differ from other businesses, but what’s important is you have a set process through which you funnel your prospects.

One company might find new leads through online forms, then write a personalized email outlining the product and how it can help, which then leads to a video call, which in turn leads to a sales presentation before the deal is closed. Another company may find new leads from off-site advertisements, send offers via email campaign and provide web chat support to close the deal.

It doesn’t matter what your process is, so long as you have clear steps for how you intend to progress your prospects closer to a completed deal.

With your steps lined up from left to right and your leads placed into the column that represents the stage they’re at, you have the beginnings of a working sales pipeline using a customer relationship management solution.

What Should a CRM System Sales Pipeline Look Like?

Think of your sales pipeline as a funnel, with the widest end at the start and a spout at the end. Your fresh leads represent the wide end of the funnel and make up the most populated part of the pipeline. From there, each stage will lose a number of leads, either because the customer is no longer interested or because they aren’t a good fit for your product. Improving sales pipeline and customer communications using a relationship management CRM software.

Using these marketing tools this way, a healthy pipeline will always have more leads entering it that in any other stage, with each subsequent stage holding fewer prospects than the one before it until you close deals with the remaining prospects.

Of course, you still want to have a good amount of closed deals! A funnel-shaped pipeline is only one of the healthy signs, but it’s a good rule of thumb to begin with—provided you’re making enough revenue, then a funnel-shaped pipeline is a good indication of either stability or growth. - read more

Remember, you can search our customer relationship management software reviews using the filters at the top of these search results. Our CRM systems include lead management, workflow automation, sales teams management, marketing automation and customer data security.

Written by Alex Gladstone on 10 May 2022

The world of sales is dynamic, and managers should be keeping an eye on their sales process and their reps’ results to keep a finger on the pulse of the most successful techniques.

But how do you know how well your reps are doing? And how can you tell which of your approaches are working and which aren’t?

In this guide, we’ll be looking at the best CRM software to gather, display and use your sales metrics to help you understand the potency of your sales process.

What Are Sales Team Metrics and How Do They Contribute to Sales Team Reporting?

Sales reps metrics are measurable pieces of information relating to your sales process reported by your CRM tools

As you might suspect, that covers a lot of possible data. Knowing which information to focus on and bring together is something we’ll get onto in a minute, but for now, all we need to remember is any data that relates to your sales process is viable data.

Reporting is how you make use of that information, and this is done through software. Using the sales team metrics your CRM software has recorded, users can create dashboards to display their sales rep metrics in a way that sheds light on how the sales process is going.

Often one sales metric is compared to another to draw a conclusion about the relationship between the two, and using the resulting outcome can help let you know if a particular approach is working out and bringing in revenue and improve contact management. - read more

If you're looking to add project management functionality to your CRM tools, or just looking for an alternative to hubspot CRM and Zoho CRM, you can search our customer relationship management software reviews using the filters at the top of these search results. The best CRM systems and CRM tools include lead management, email marketing, workflow automation, sales teams management, marketing automation and customer data security.

Written by Alex Gladstone on 09 May 2022

CRM solutions sets tend to grow with a business

the larger your sales teams and the more resources you can devote to refining your sales process, the more you can make use of the extended tools that come with the more expensive CRM Software.

For start-ups, paying $50 per user per month rather than using free CRM Software could be a crippling expense, but for larger companies, the tools that come with the $50 package could be indispensable, and for them, the free tool may hurt their revenue stream.

In this guide we’ll be looking at the best CRM solution tools in the $30-70 a month per user range, exploring the features that make them worth their asking price and what our community at Serchen thinks about them.

Who Are These CRM Relationships For?

The software products we’ll be looking at in this guide are for businesses that have outgrown either the user limitations or the feature capping of free or entry-level CRM software or need more advanced features than the cheaper products offer.

Interested in great CRM software and marketing automation but don’t want to spend so much? Then check out our guides of the best Entry-Level Customer relationships software and Free CRM Software for fantastic tools on a budget! Companies considering this level of software will probably have 10+ sales reps, and run multiple marketing campaigns will want to make use of the features offered by upgrading to a tier or two above entry-level CRM solution.

They won’t need the huge feature sets, support and customization offered by the enterprise-tier packages though, which are designed for the largest companies with multiple sales teams across locations.

If you’re interested in taking full control of your sales process and marketing automation optimizing your reps' activities and improving your lead management as well as improving your sales pipeline management, making sure you’re maximizing your team’s revenue, then this level of CRM product is probably for you.. - read more

If you're looking to add project management functionality to your CRM tools, or just looking for an alternative to hubspot CRM and Zoho CRM, you can search our customer relationship management software reviews using the filters at the top of these search results. Our CRM systems include lead management, email marketing, sales automation, sales force automation, workflow automation, sales teams management, marketing automation and customer data security.

Written by Lee Brant on 06 March 2022

What is CRM?

CRM is a modern solution to an age-old sales problem: how to manage customer relationships and all of the information that comes with recurring customers. In today’s digital world, companies can use CRM to track and store all of that information, from email marketing to address info, in a single source.

Think of the simple Rolodex - a physical index of business cards. The staple of many a businessman’s desk in the second half of the 20th century, the Rolodex give marketers an early database of people who might be interested in their products. It also let them keep track of key individuals on the supply chain for their businesses. Nothing was digital, of course, but the Rolodex was still a hugely helpful tool.

It was also an early form of CRM. The cards in the Rolodex represented people who were current or potential customers. Each one had a relationship with that particular business, a relationship that grew over time. Today’s Customer relationship packages use the same principles; they provide a digital method for keeping track of potential customers, with the added benefits of also tracking communications, sales, and other pertinent information.

What does Customer Relationship Management CRM do?

Today’s CRM aims not only to track and store customer contact information, but also to help manage current marketing efforts as well as to inform future efforts. In other words, CRM tries to be a one-stop shop: a database of current and future clients as well as a program that helps facilitate current marketing and sales efforts.

Modern CRM packages track client communications, sales, and invoices, among other options. They allow the business owner to see, at a glance, the status of the company’s relationship to a particular client.

CRM is just one part of a broader CRM approach. Those approaches emphasize the need for a strong relationship between business and client, and CRM makes maintaining that relationship easier.

Current delivery models

Today, most CRM software packages come in the form of Software As A Service (SaaS). These are typically cloud-based applications, often billed monthly rather than as a one-time fee. The cloud-based solution allows SaaS CRM to be updated frequently and easily, without a cumbersome installation process on-site.

Good CRM solutions also provide a high degree of automation; automatic responses can be sent to certain communications and certain actions triggered under the right conditions. Because of the automation factor, many CRM software packages specialize in certain industries. You’ll find CRM for restaurants and restaurant managers and CRM for real estate agents, and of course you will find more generalized CRM packages that aim to provide everything with excellent options to better manage their customers.

While businesses of every size use different CRM packages, this article focuses primarily on small to medium sized businesses. Businesses at that size can see a vast improvement even from a basic CRM subscription.

Best CRM for Solopreneurs

Even one-person businesses can benefit from CRM software. Since a CRM suite performs the work of several individuals, from secretaries to sales managers, small and one-man businesses gain the advantage of several additional workers in one suite of software.

With that said, what’s the best CRM for the smallest businesses out there? If you’re a freelancer or solopreneur, consider these choices. Most of them offer some project management features as well as customer relationship management.

A CRM aimed to help you streamline your leads and sales processes. Close lets you automate communications and marketing campaigns, integrating multiple channels with each other - emails, calls, video conferencing, the entire works.

NetHunt keeps things simple; essentially, it works as a CRM suite add-on for G-Suite’s tools. Most importantly, it integrates seamlessly with Gmail, which most small businesses are already using as their default email client. The basic subscription plan starts at $24 - perfect for an entrepreneur just starting out.

Zoho CRM
Automation and analytics - that’s Zoho in a nutshell. The automation features for marketing outreach and communications alone make the software worth it, but Zoho adds an entire suite of analytics tools. Zoho offers over 40 built-in reports that can be generated, allowing you to see the effectiveness of every step of your process. Zoho has features enough for larger businesses, but can be incredibly useful for businesses of any size.

Best CRM for Medium Size Businesses

From non-profits to restaurants, the “mid-sized business” category encompasses a wide range of businesses, each of which can benefit from CRM software. Here are some of our favorites.

Funraise is a CRM that focuses on non-profits, uses a simple overview to let you track every aspect of your donor relations, from payment methods to donation frequency. You can also view basic contact information and assign members of your team to specific donors. Funraise also provides the normal range of CRM functions, including communications and subscriptions. Funraise subscriptions begin at $350 per month.

Mention CRM, and you have to talk about Salesforce. One of the first and best CRM solutions out there, Salesforce comes loaded with features. In fact, one of the few drawbacks to Salesforce is that it arguably has too many features, making for a fairly steep learning curve. The company has also expanded beyond a simple CRM package, with software packages for customer service more specifically, as well as ones for building app and service platforms. Salesforce remains an in-depth CRM solution with built-in chat, contact management, and AI analytics options. Subscriptions begin at $25 per month.

A CRM designed for smaller teams, LionDesk is an excellent CRM for real estate agents, nonprofit organizations, or small businesses. The software features an AI assistant to automate communications and responses. Indeed, the LionDesk CRM is built around communications - you can design and automate a text or email marketing campaign and see all the responses in one location, with dozens of options regarding how and when to send out your campaign. LionDesk is also one of the cheapest specialized CRMs out there, with a free trial and then prices starting at $25 a month.

Copper provides one huge advantage for anyone who uses it; it integrates almost seamlessly with G-Suite, Google’s huge array of tools. That means that you can use Excel to track inventory and your accounts, and Google Docs to share memos and policy updates. Copper is marketed at individuals, not businesses, which means it’s billed per user; plans start at $19 per month.

Best CRM for Enterprise

Most CRM suites will provide similar tools regardless of how big your company is or what market you focus on. Here are some of the best CRM suites available, packed with features and loaded with options. If you’ve got a busy schedule and lots of clients, trying to balance the customers you have while trying to add new ones, consider one of these to take your enterprise to the next level.

Pipeliner CRM
Customer relationship management aims to develop connections and relationships with potential clients, with the end goal of generating leads and sales. Pipeliner makes that idea explicit in its very name. With an impressive app and a simple design, Pipeliner provides an easy-to-use suite that can be adopted quickly by new users.

An incredibly popular CRM solution that warrants further attention, HubSpot has gained a huge following for at least one major reason - its most basic plan is free. HubSpot offers premium subscriptions, of course, but is loaded with many features - such as custom deals for your clients and contact management - that are free without a paid subscription.

Commence CRM
Commence is another CRM giant; the software suite includes help-desk features to boost your customer service, as well as integrated email systems and project management software. Like Salesforce, Commence is far more than “simply” a CRM suite. You’ll find a nearly-endless array of tools, allowing you to customize your approach as needed.

Choosing the best CRM software

How do you choose the best CRM software for you and your business? Here are a few things to keep in mind.

The size of the CRM package doesn’t matter; the size of your business does. Are you managing yourself? Your own restaurant? Or an international non-profit organization with donors from all over the world? Each one will demand a slightly different approach to your CRM software.

Features <br Does your ideal CRM incorporate social media channels? Will you need integration with accounting or tax software? After you consider the size of your business, you’ll be better able to assess the features you’ll need. Both of those together factor into the third consideration, which is:

A good CRM can easily pay for itself. Even CRM software tools that costs hundreds of dollars a month might only need to gain you a single new client to pay for itself for a year. Large organizations may find the cost of even the most expensive and feature-rich CRM packages to be a mere drop in the bucket. Of course, if you’re just starting out for yourself, a free CRM software package might be ideal. Just make sure that it meets your needs and provides the features your organization requires in order to thrive.

If you're looking to add project management functionality, improve customer relationships, hold more customer information in your CRM tools, or just looking for an best CRM software alternative to hubspot CRM and Zoho CRM, you can search our customer relationship management software reviews using the filters at the top of these search results.

You might also want to check out , and to learn even more about crm.

Written by Zoe Stimpson on 11 February 2022

Customer Relationship Management software (CRM) promises a lot - improved communication, better customer retention, even new potential clients. But is a CRM worth it? Can it really deliver? Perhaps you’re a small business wondering whether the monthly expense of CRM is going to pay off in the long run. Maybe you’re using a CRM program and not seeing any improvement in your business and you’re concerned that it’s not worth the money.

Whether you’re a small business that’s floundering and looking to make a change, a large business needing inspiration, or a brand new business trying to pick out the best way forward, here are the success stories you need to hear about the value of CRM.

Many of these CRM success stories are from big, worldwide companies, since these companies learned quickly just how much CRM was needed for their business. Because CRM benefited them, they became household names. If CRM could work for them, it too can work for you!

McDonalds is a world-wide legend. From humble beginnings as a hamburger stand in San Bernardino, California to millions of burgers eaten every day across the globe, this is the ultimate success story.

Nearly a decade ago, McDonalds began using a CRM to track and hopefully improve customer satisfaction ratings on both the national and franchise level. The CRM helped them improve real time reporting, both in the restaurants and in their call centers, all to better track specific customer information from their American restaurants.

Has it worked? Indeed. Since choosing their all-inclusive CRM over seven years ago, McDonalds has grown even more. Better information flow, facilitated through their CRM, allowed the company to deal with customer relationship issues early and prevent small problems from becoming big ones. As McDonald’s Head of Customer Satisfaction has stated, “CRM [is a] critically important function for any large company.” Take it from the guys who sell over 69 million meals to people worldwide everyday; they know the importance of an inclusive CRM for their restaurant brand.

Boise Office Solutions
Boise Office Solutions sells office products directly to businesses, and while the B2B model isn’t one that always succeeds with a CRM program, they are an exception. They have succeeded because their CRM program focuses on an IT strategy to complete their customer’s needs. They believe that by having IT know the ins and outs of each product, they can more effectively take out what does fit, leaving only products that customers will want and need.

They state, “Don't lose sight of your customers when implementing technology strategies. Boise's CRM initiative would not be a success if we had inconvenienced our customers. Because we applied new technology to our two largest customer channels, phone and Web, it was paramount that both remain fully functional.”

While every business can’t always spend $25,000 on a CRM, Boise’s CRM experience does go to show that customer retention is definitely worth the value, making theirs a valuable crm success story.

This popular management website is easy to use and easy to understand. But to get there, Asana hired a CRM to better communicate with their customers through email and social media. Rather than using several different programs, Asana opted for one specific package to help handle customer queries and responses, and thus to provide the info they needed to improve their product.

What have they noticed? They use their CRM to “ to read and track every piece of customer feedback, which makes the support team instrumental in building a product road map that delivers what customers really want.” As a result, Asana has a consistent, supportive team that helps its customers and delivers exactly what they need every time. During a time when more and more people are working online, Asana has seen growth and thrived when many other companies would have failed without a suitable CRM.

Written by Sarah Ketchell on 01 December 2021

Is a customer relationship management solution right for you?

Having the best CRM tool or best CRM platforms for your business isn't always that straightforward. Each business has its own set of unique needs.

Do you want to improve your business contact management and have more customer interactions?

Do you need to improve your online marketing campaigns?

Maybe your business needs a robust crm platform that offers better sales automation features, such as email marketing or even provides lead generation tools?

Perhaps it's more a case of getting more accurate sales forecasting with the aid of better pipeline management?

You might even want a CRM platform which offers business management solutions beyond the basic functionality offered by a cheaper CRM tool?

The right CRM tool can help improve customer service processes, customer information, marketing campaigns, contact management, customer interactions, sales forecasting, pipeline management and even improve business intelligence!

Having the right CRM platform capabilities and crm data is critical to the success of having te best customer relationship management.

Small business and large business share common characteristics in their business operations, sales pipelines and marketing automation tools. Afterall they both want to build customer relationships with crm data and improve their customer journey.

The right sales crm software will dramatically improve your sales cycle by allowing you to identify bottlenecks in your business processes.

Shortening the sales cycle with the help of a good business management solution crm software tool or crm software solutions will help save you time and increase revenue.

The best crm software or crm platform will help make your business intelligence more reliable and increase the quality of your customer information.

The right CRM software solution will also help make online campaign management easier.

The best customer relationship management will help any small business have better email marketing, fuller sales pipelines.

Annoying CRM can actually make your customer journey worse. Which is why having the best communication and collaboration tools is critical to better sales performance.

There are a number of low cost crm that allow limited customer records storage and restricted sales funnel management.

If you want to improve your business intelligence, shorten your sales cycle build a better sales funnel, send more targeted email marketing, or simply improve your overall sales performance you need the best customer relationship management.

An area which makes for an annoying crm system is connected to marketing. Email marketing or campaign management are both features often missed when looking at the crm software catgory.

Written by Lee Brant on 03 July 2021

Relationships between people form the key to any business, whether a multi-million dollar multinational mega-corporation or a small mom-and-pop. Businesses grow as those relationships develop, and today, there are powerful software packages to help you do just that. Known as Customer Relationship Management Software, or CRM, these Software as a Service (SaaS) packages aim to streamline every aspect of client management. No matter how small, if your company is looking to grow and expand, you may find that CRM provides a path forward.

What is CRM software

Only in existence for the past few decades, CRM software allows a company to analyze and manage its approach with past, present, and future clients. With a goal of overall customer growth, CRM software supplies companies with a cohesive, understandable way forward. Today’s CRM can also be used in tandem with social media, providing the necessary data to underpin advertising efforts and outreach opportunities. What do I need in my CRM software?

What should a small business look for in any potential CRM? What should a CRM software for small businesses provide?

Sales Reporting

Sales reporting is more than just a glorified version of the month’s receipts. A good sales report lets you track sales vs. inventory, monitor and improve your product design, and plan promotions and advertising efforts. Some CRM packages even offer Point of Sale systems as well, integrating the CRM directly with your shops and giving you even more data on current and potential sales.

Contact Organization

Your customers are already giving you their business; while you do need to keep customer retention in mind, the way forward for most companies requires outreach. Both customer retention and attracting new customers relies heavily on communication and advertising and reaching out to individuals that you otherwise might have missed.

That’s why the contact organization provided by your CRM software for small businesses comes in. The earliest CRM software was essentially a giant Rolodex, tracking contact information and little else. Today’s CRM does that same task, but with vastly more information. From email addresses to phone numbers, websites, and social media profiles, CRM provides a one-stop location for customer contact information.

Customer Segmentation

Lastly, customer segmentation offers you as a business owner the opportunity to break down who your customers are and how to focus on them. By determining what your customers like, where they’re located, and other information, you can better cater to their needs and in return receive repeat and new clients which leads to better growth.

So whats the best CRM Software for Small Businesses

Now that you know what CRM software for small businesses are and what they do, here are some of the best crm software for small businesses packages out there on the market today:

Capsule CRM
One of the older CRMs out on the market, Capsule is popular because of it’s simple and easy to understand pipeline. Usable on both web and mobile with a five group interface, Capsule only lacks information in reporting and functionality of campaigns.

Pipeliner CRM
If you’re looking to customize your sales pipeline, Pipeliner CRM is here for you. An all-in-one program, it can be customized to Mailchimp and other helpful third party apps. It does offer a real-time visual on tracking sales and necessary integrations with social networks.

Sugar CRM
Best for small businesses, Sugar allows for customization and automation, making your job even easier. If your brand needs to improve from previous experience, Sugar helps you provide a consistent experience, so your customers will always be guaranteed consistency.

Recently revamped for a new era, FreshSales offers AI-intelligence, plenty of built-in and automated programs, and the ability to find sales leads easily. With a clean and simple interface, FreshSales emphasized online consumer engagement. If you’re looking to learn more about your customers, FreshSales is extremely helpful.

Created for people who want automated programs with minimal fuss, Salesflare is predominantly based on automation freeing you up for more sales. It also offers the ability to see who contacted which customer, which leads to a unified team mindset. Overall, SalesFlare is excellent for growth and those who want to spend more time interacting with the consumer, whether you’re a medium or small business.

Lastly, offering a personalized experience along with organization, Pipedrive caters specifically to small businesses. With the ability to offer a consistent and helpful experience every time, Pipedrive really emphasises the personal touch, which is evident in their email campaigns, and email and text templates. Additionally, an organized pipeline helps keep everything in place and in turn pushes the business growth forward.

Many small business owners have discovered that crm software for small businesses are an absolute necessity to help them stay on track. CRM allows small businesses to harvest and track a vast amount of information, giving them a growth pipeline that otherwise would require a large team of employees to create and manage.

CRM lets small businesses punch above their weight when it comes to data and client relations. Look around and decide which CRM is best for your small business.

If you're looking to improve your business processes and add project management functionality to your CRM tools, or just looking for an alternative to hubspot CRM and Zoho CRM, you can search our customer relationship management software reviews using the filters at the top of these search results.