A Customer Relationship Management (CRM) software is designed to be the central hub of your business. From storing contacts and account details, to automating email sends and sales progress, a CRM can give you a full view of your customers and prospects in a way that makes your job more efficient and productive.
If you want to function at your best you should invest in a CRM system for your company – but which one is the best? Many CRMs share similar features, but finding the best one for you comes down to selecting the software that has the right tools and not too many extras. To get you started, here is a list of the top 10 CRM software systems (in no particular order) along with their key features.
TOP 10 CRMs
Salesforce CRM is the longstanding leader of the industry. Over time, it has honed its tools and service offerings into a sleek, packaged automated system. It is a full ‘out of the box’ platform that is ready to use almost immediately upon purchase.
With Salesforce, you and your team will have the ability to work from anywhere and always be able to access your data. You also have pre-installed automated workflows that cut down on manual work and state of the art reporting. It is ideal for sales teams, marketing, IT support and supports commerce needs as well.
There are 4 levels of pricing, each coming with different support, access, and storage. As an added benefit, many outside programs (email platforms, event programs, etc) can easily integrate, allowing you to have a true 365-degree-view of your customers.
If you’re looking for a platform that requires little development skills and can be customized fully in house, then Sugar CRM is the way to go. At the heart of this system is the sales funnel. It’s designed to move contacts from targets to leads to confirmed contacts and accounts. The system comes ready to use, but one of the best features is that everything can be customized to your business. You also have the ability to design new parts of data storage (called modules) at no additional cost.
There are no automated workflows that come with the system initially, but you are able to build them yourself based on business needs. Additionally, a newer feature of Sugar CRM is the marketing automation platform, Sugar Market, that allows you to incorporate all of your email data and activity in to your customer view.
Agile CRM is a cloud-based CRM system that offers a basic free version and then three levels of paid licenses priced per user, per month. In regards to UX/UI, this CRM is pretty pared down, allowing you to access all of the basics that you need without extra buttons or interactions. It is ideal for sales teams, marketing teams and your support team.
You can track lead scoring, create and automate tasks, sync your calendar to track meetings and follow-ups, and view all of a contacts information in a unique ‘timeline’ view.
Pipedrive CRM is designed with your sales team in mind. It provides a more graphics-driven view of your leads and prospects, allowing you to easily glance at preset dashboards, reports, and analytics to keep things running.
One level below the graphics and analysis, you still retain the traditional data capture of a CRM; calls, meetings, notes, emails and more can all be added and synced to the contact records in order to keep things up to date. Additionally, you’re able to access your data and dashboards from almost anywhere using the Pipedrive app.
Like most CRMS, this is priced at a per-user, per-month model and offers 4 levels of pricing and functionality. They also offer a free trial of each level if you would like to test out functionality and usability.
Netsuite has long stood as another pillar in the world of CRMs. In addition to the traditional channels such as sales, marketing automation and support, this CRM software comes with advanced features that help move your sales cycle along seamlessly. These features include: quotes, commissions, order management and forecasting. You can also use this for ecommerce purposes as well.
Powered by Oracle, this cloud-based CRM is sleek and professional. It’s a powerhouse of a CRM that has a wide range of integrations available to you as well; you’re easily able to make this the hub of your business.
Known primarily for its dominance as a marketing tool, Hubspot also offers a functional CRM that easily pulls together all of your marketing processes and automates them for sales profits. In addition to a free version, you can purchase additional functionality by choosing one of the three additional levels of licensure.
Starting with basics such as sales tracking and reports, the Hubspot CRM adds on features with each level to include quote based revenue reporting, recurring revenue features, video creation, advanced (and/or custom) workflows, and more.
ActiveCampaign has a strong foundation in email marketing and their CRM capitalizes on that. At the heart of the software is the customer experience and this CRM allows you to build that out, automate it, and keep track of the returning metrics.
Rather than the traditional team approach, this CRM focuses on actions that you take to engage your audience such as nurturing, engaging, growing, and converting. Each action comes with supporting tools that are each designed to help you interact with your audience in an intentional way. One of the standout features of this CRM is that they offer SMS support and integration, a rare find in CRMs.
Much like other CRMs, the pricing model for ActiveCampaign allows you to choose from 4 different pricing and feature levels, and is guided by the total number of contacts in your database, rather than the number of users you may have accessing the software at a given time.
When it comes to processes and automation there’s not much that Zoho CRM doesn’t do. It has 14 different categories of customer and data management making it one of the most diverse ‘out of the box’ CRMs on this list.
Different from some of the larger CRM options on the market, Zoho has the feature offerings without being locked into certain processes. For those that are looking for structure and a wide range of abilities, but who still want some wiggle room when it comes to design and use, this software is ideal.
9. MICROSOFT DYNAMIC 365
Microsoft dominates the tech industry as a brand and their CRM software is no different. This cloud-based customer-centric software marries the Microsoft programs together, allowing a comprehensive view of your contacts that is impressive and truly 365. In addition to the CRM feature, you also have a full ERP system to take advantage of as well.
This software steps away from a traditional CRM in that the sales, reporting and marketing automation are all individual apps that you can choose to use independently, or combine for a true user experience.
KEAP CRM was designed to make things easy and repeatable for your sales team. Sporting a modern look and approach, it allows you to create workflows around just about everything with an intuitive drag-and-drop format. Not only is this designed with sales and pipelines, it also works with consistent invoicing as well, helping to attain, keep and grow your business revenue while reducing the time and effort involved.