CRM reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
Products classified in the overall CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business CRM category.
In addition to qualifying for inclusion in the CRM Software category, to qualify for inclusion in the Small Business CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business.
Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform, where customer data, tools, and teams come together to create a single source-of-truth. Tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, servi
Salesforce helps businesses of all sizes accelerate sales, automate tasks and make smarter decisions so you can grow your business faster. Salesforce CRM offers: - Lead & Contact Management - Sales Opportunity Management - Workflow Rules & Automation - Customizable Reports & Dashboards - Mobile Application
ActiveCampaign's category-defining Customer Experience Automation (CXA) Platform helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to hundreds of pre-built automations that combine email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text. Over 70% of ActiveCampaign's customers use its 300+ integrations inclu
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touchpoint. The CRM includes salesforce automation, marketing automation, chat, and telephony all in one solution. Freshworks CRM Sales Cloud is a complete end-to-end solution f
Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. Zoho's AI-powered sales assistant, Zia, provides adva
Pipedrive is a sales management tool for small teams with big ambitions. It visualises your sales pipeline and helps to make sure important activities and conversations won’t get dropped. Salespeople really like it because it’s easy to use and intuitive. And managers like it because they don’t need to nag their team to use their CRM. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp and Zapier and a powerful API for those that like to “roll thei
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling. Sell eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on relevant deal data.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own. Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admi
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out—Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one pla
Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster. Nimble unites thousands of small to mid-sized business teams successfully nurture their personal and business relationships across email, social networks and m
Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service.
Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. Simplicity means eliminating the learning curve. You'll start using the CRM in minutes, and you won't need time-consuming, frustrating training to find your way around. Add your contacts or import them from another
Thryv is an end-to-end client experience platform built for small businesses. Software that helps you get the job, manage the job and get credit, all from a single screen. Helping small business owners meet today’s expectations, from one simple platform. Include best in class support, available anytime – unlimited 24/7, with business specialists who understand the goals and unique needs of small business owners. Thryv automates tasks and puts customers at the center of your business, with one e
PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Sign up for a 14-day free trial.
Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Since Essentials is built on the world's #1 CRM platform complete with a mobile app, small businesses can start working from anywhere, knowing they have the tools they need to collaborate and stay connected to customers. With Essentials, you can se
Nutshell is the sneaky powerful CRM and sales automation platform that helps sales teams win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell works because it inspires your sales team to use it, maximizes the time they actually spend selling, and helps you close more deals and grow revenue. Nutshell integrates with the software small businesses already use, including Google G Suite/Gmail, Microsoft Office/Outlook, QuickBooks Online, Constant Contact, M
Salesflare is the intelligent CRM that small businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You ju
monday.com Work OS is an open platform where anyone can create the tools they need to run every aspect of their work. The easy-to-use, visual interface includes building blocks like Apps and integrations, allowing teams to seamlessly build or customize the work solutions of their dreams. Whether you need to streamline your sales pipeline, want to create a marketing campaign process, run a robust CRM, or build a project management tracker – monday.com provides a collaborative space for your team
Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer ser
Our all-in-one sales and marketing platform combines email marketing, CRM and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies an alternative solution for their small business clients. Sign up free today!
Insightly is a unified customer relationship management (CRM) platform for growing businesses across all industries, including manufacturing, professional services, health & wellness, media, education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opport
Vtiger’s mission is to help businesses thrive at work. We have built an AI-powered software that gives your customer-facing teams the ability to implement a robust customer experience strategy with the power of One View. Vtiger Cloud CRM is intuitive and powered with AI, designed to help you work better. With a brand new mobile app and integrations to over 500 business applications, Vtiger works where you are. Vtiger CRM helps teams create delightful experiences across the entire customer life
Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead to Client Conversion in One Click, Proposal Management, Proforma Invoice Management, Invoice Management, Product Management, Finance Management, Project Management and many other required functions. We also provide Custom Module Creation option which enables the client to creat
Streak is the only CRM built entirely inside of Gmail. Stop switching back and forth between your inbox and other tools. Set up for you and your team a perfect process for numerous use-cases, including Sales, Partnerships, Support, Hiring, and more.
Creatio is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service and operations for mid-size and large enterprises. Together with hundreds of partners Creatio operates in 110 countries worldwide. The mission of Creatio is to help companies ACCELERATE! Creatio provides its customers with comprehensive full-f
Ontraport is an all-in-one integrated platform that delivers essential business features, including a powerful CRM system, marketing automation, membership sites, one-click WordPress hosting, outstanding email delivery, payment processing, direct-mail printing, affiliate management, and our innovative business automation suite.
Spiro is a proactive relationship management platform that automatically creates contacts, organizes and prioritizes opportunities, and proactively recommends next steps to move all your team's deals forward. Spiro takes the work out of sales and provides managers with intelligent sales reports that help turn their sales team into a sales machine.
Act! combines proven CRM with powerful Marketing tools, providing with everything users need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer. • Rich Contact and Customer Management • Calendar and Activity Management • Opportunity Management
CRM software only works if all your team are onboard, so it needs to be easy to use and effective. Really Simple Systems is the super-easy CRM that your team will love and use, helping you organize your sales and streamline your processes. We’ve been around since 2006 and you’ll discover that we stand out through our customer service. Our customers range from 600 user systems to single user start-ups, and everything in between. But regardless of your size, you’re as important as any customer so
Every sales team wants to build the best relationships with prospects and customers. In order to do that you need the top crm products.
But managing all of your interactions with your accounts can become a lot to handle. This gets even more complicated when you have multiple team members involved with an account, all using disparate tools.
Establishing strong relationships with prospects can turn them into customers. Nurturing those customer relationships can in turn create lifelong advocates who are loyal to your brand. Building and maintaining those relationships is a calculated process and every company needs to take steps to manage those relationships effectively.
When we talk about "customer relationship management" (CRM) we really are referring to how a business manages its relationships with clients or prospects. This can relate to a strategy, process, or software tool.
Your company needs a defined strategy for how your sales and customer success teams manage relationships with both customers and prospects. This set of philosophies should put customer satisfaction at the forefront, establishing your company's value proposition and communicating it clearly, with emphasis on retaining customers by exceeding their expectations of service. This should be the north star that your sales reps always look to as the foundation of your team's culture and approach to working with customers.
The CRM process makes the strategy actionable, in conjunction with the implementation of a CRM solution. Your CRM process should include tactics for continuous training and direct feedback from leadership to ensure team members are up-to-date with your company’s standards, ensuring interactions with customers are as positive and constructive as possible.
The term "CRM" is most commonly used in reference to the actual software that acts as the backbone for your process and strategy. The customer is king and data is power– collecting and gathering all possible information about your customers and prospects in a central tool allows sales members to stay organized and make smarter decisions, prioritize communications and connect with customers at exactly the right time.
CRM software unites all of your customer and prospect data in a single tool, bringing added visibility into customer interactions. A CRM is the center of any successful sales organization, the database in which all data, interactions and notes are stored. Organizations use CRM systems to ensure that contact and interaction data can be easily located, sorted and amended as necessary throughout the customer lifecycle. Contacts can be stored hierarchically under a single company or organization, giving sales teams a holistic view of interactions with all relevant employees of a prospect or customer.
Most CRM solutions can track important customer contact information such as:
A CRM also offers features to keep track of every interaction with a contact, whether a phone call, email or in-person meeting. Salespeople can track where customers and prospects are in the buying cycle to determine appropriate levels of contact and opportunities for up-sells or engagement. This full-picture view of your company’s interactions with a customer ensures that anyone throughout the company can know where a customer relationship stands at any given time.
Adopting CRM strategies and implementing a complimentary tool will help your business:
CRM tools are most commonly used by B2B companies, due to their need to track customers and prospects throughout a long sales cycle and renewal process. However, basically any company can use a CRM, as long as they have customers to manage relationships with. CRM systems solve problems for businesses that need to:
Within those companies, there are a number of groups and departments that benefit from using a CRM, such as:
A CRM is traditionally a sales tool, providing sales reps and management with the information and insights they need throughout the sales process. A 360-degree view of the customer or prospect helps sales teams drive smarter selling decisions. These tools increase organization and streamline tracking client information, letting sales people focus on what they do best– sell.
Business development reps can start their interactions with prospects and record all notes and conversations in the CRM. From there, it’s easy to hand the prospect over to a new sales account owner when they are ready to engage or buy. Sales reps immediately gain access to the client's history up to that point, catching them up to speed with minimal impact on employee time or resources.
Sales managers and leaders can also benefit from the reporting and record keeping functionality of a CRM, gaining visibility into which team members are hitting goals, at-risk accounts, and more.
Successful sales and marketing teams work in alignment, and being immersed in the company’s CRM will help marketing better support their sales counterparts. Viewing every lead and opportunity helps to inform marketing campaigns, giving marketers a strong understanding of the sales pipeline and opportunity.
Within a CRM, contacts can be organized by their progress in the pipeline. This view of customers lets marketers segment targets for different communications. Additionally, as marketing works to qualify leads, they can pass those leads and their scores directly to the CRM tool.
Customer service and success teams can track their interactions with customers and prospects in the CRM, creating a full picture of how the customer is interacting with all departments within the company, not just sales. This gives any employee visibility into issues or questions their customers may have and enables communication between teams to determine who should potentially follow up with the contact. Some CRM tools even integrate with help desk software, automatically pulling customer interactions in to the CRM and avoiding the need for manual updates.
All-in-one CRM solutions emerged in the market due in part to an increase in demand for CRM applications among smaller businesses. These all-in-one solutions offer a series of integrated customer-related features attractive to small and mid-market companies.
While both standalone and all-in-one CRM systems offer features to track and manage customer interactions, the two categories differ in their feature sets, their target users, and how they are delivered.
CRM software provides exclusively sales-related features, such as contact, account, and pipeline management. These features are typically robust enough for use by large sales teams, with advanced reporting capabilities and user dashboards. These products are commonly marketed to and used by mid-market and enterprise sales organizations.
All-in-one CRM products offer a collection of integrated functions that vary in complexity but are designed to help small businesses manage customer interactions across their websites. These include traditional CRM features, such as lead management or simple email marketing, in addition to other features such as website management and digital commerce tools.
CRM software products are delivered as either a standalone platform or as a series of sales-centric modules. These modules encompass sales force automation functions and integrate with each other to form a unified solution. Other functions, such as marketing automation and customer support, are often implemented separately from the standalone CRM system.
All-in-one CRM products are packaged and sold as an integrated system with built-in tools designed to address a wide range of business issues. These products typically are implemented in place of traditional CRM products, and can also supplant the need for disparate systems such as ERP, HCM, and accounting software.
Different businesses have different needs. Here are the main three business-size buckets (small business, mid-market, and enterprise) and their CRM needs.
Typically, smaller companies desire a CRM software tool that is easy to learn and offers a wide variety of high-level features. Small businesses may also want to consider implementing a CRM all-in-one solution, rather than a standalone CRM. These tools, outlined in more detail in the "Kinds of CRM Software" section, are often geared toward smaller organizations that want to have more lightweight CRM and marketing automation functionality incorporated into a single tool.
Mid-market businesses are often in transition when it comes to CRM– they have outgrown their starter solution, but aren't ready to commit to an enterprise-level tool that may come with more features or higher cost than they deem necessary. Many mid-market growth businesses find themselves pushing a lightweight tool to its limits, and beyond, not wanting to commit to a heavier solution. But this potentially hinders their potential to grow their CRM strategy. Scalability is one of the most important features of a CRM for mid-market businesses.
There are plenty of CRM tools to suit enterprise businesses. Larger companies often have more customer-facing departments, leading them to seek out a tool that handles more complex use cases and can scale to thousands of users. A trade-off with some of these systems is that they can take longer to implement and require more training. These tools are often highly customizable, but those customizations take time and developer resources. Enterprise companies typically employ at least one CRM administrator to support questions and needs across teams. An example of a popular enterprise CRM tool is Salesforce CRM.
Nonprofit CRM software: Nonprofit organizations use CRM software that has been specifically designed to manage the relationship between nonprofits and constituents, such as donors, volunteers and members. Nonprofit CRM software helps organizations attract and retain members who are willing to support the organization financially or through volunteer work. This type of software is mainly used by nonprofit employees responsible with outreach, marketing, PR, or fundraising. Managers use these tools to track the efficiency of their marketing efforts and to estimate the involvement of their members in various activities (events, fundraising, etc.).
This type of software integrates with accounting software or payment solutions to track donations. Integration with other software solutions for nonprofit companies like grant management software or fundraising software is also important. Also, integration with other sales and marketing solutions is needed when these features are not included in the CRM solution.
Real Estate CRM: Real estate CRM software enables real estate professionals to identify, track, and manage their customer interactions with existing and prospective clients across the customer lifecycle within a single system. Real estate customer relationship management systems provide many of the same features as generic CRM systems but with an added focus on the real estate industry. These real estate features include integration to MLS services, multiple listing services, and real estate transaction management software, as well as custom workflows, referral management, and communication templates ideal for the real estate industry. Realtors should be well-versed in using a real estate CRM from their license earned from their time at real estate school.
Free CRM Software: CRM solutions can be expensive, especially when tools are licensed by the user. Some companies opt to use a free tool, especially when they are just getting started and want to test whether a tool is right for them. A tool that rates high when shopping for a free CRM is Hubspot Sales Hub. Read Hubspot Sales Hub Reviews to learn more about what users are saying.
Open-Source CRM: Open-source CRMs are also often free and they are extremely customizable. However, those customizations require a high level of technical knowledge from a company with a dedicated developer to make changes to the software’s code. Open-source tools are typically favored by companies.