Best CRM Software in February 2024: to empower business growth

CRM software allows you to store customer and prospect contact information, identify sales opportunities, record service issues and manage marketing campaigns.

The best CRM software helps you keep track of your relationships with customers, streamline processes, and make more sales by connecting to almost every part of your business. A CRM tool stores contact information for customers and potential customers in one place. It can also keep track of multiple sales pipelines, improve workflow management, keep records of customer communications, and let you look at how well sales and marketing are doing. It can be hard to find the best CRM (customer relationship management) software for your business.

A lot of options. A lot of features. I’ve used a lot of different lead management tools over the last twenty years, such as company-owned CRMs and commercial CRM platforms like the ones shown here. I tried out all the best options on the market for this article. I’ll show you around these constantly changing platforms, explain how they work, highlight what makes the best CRM Software unique, and even go into detail about how I believe they could be made better.

Importance of CRM Software for Businesses

Due to the many advantages it provides in monitoring and developing client connections as well as streamlining internal operations, customer relationship management (CRM) software is extremely crucial for organizations across a variety of industries. The following are some major justifications for why firms must use CRM software:

Centralized Customer Data: CRM systems compile and organize all customer data, including contacts, transactions, and communications, in one place. This promotes enhanced teamwork and better decision-making by ensuring that every team member has access to current and accurate consumer data.

Improved customer relationships are made possible by CRM software, which keeps track of customers’ preferences, actions, and requirements. This enables specialized marketing strategies, efficient communication, and individualized encounters, all of which eventually foster better client bonds and greater client loyalty.

Efficiency in Sales and Marketing: CRM technologies assist teams in managing leads, tracking sales prospects, and automating marketing efforts. As a result, lead nurturing, sales forecasting, and marketing activities can be more targeted.

Best CRM Software comparison table

In order to eliminate the need for additional solutions and better serve small and mid-market businesses, some CRM solutions offer a collection of integrated customer-related functions, or all-in-one functionality, such as marketing automation, email marketing, e-commerce tools, or website management. However, standalone CRM solutions put the majority of their attention on tasks connected to sales, like contact, account, and pipeline management.

Feature / CRMZoho CRMSalesforce CRMFreshsalesClickUpMonday Sales CRM
PricingVarious plansHigh costVarious plansAffordableSubscription-based
Ease of UseUser-friendlyModerateUser-friendlyModerateUser-friendly
CustomizationHighly customizableHighly customizableCustomizableCustomizableCustomizable
IntegrationsWide rangeExtensiveModerateVariousLimited
AutomationAdvancedAdvancedBasicLimitedBasic

Zoho CRM

Best CRM Software

Features

  • Customizable modules for various business needs.
  • AI-powered sales insights and predictions.
  • Automation of routine tasks and workflows.
  • Integration with other Zoho apps and third-party tools.
  • Multichannel communication and lead tracking.

Whether you have a staff of one or 100, Zoho CRM offers cost-effective options that can scale with your business. How reasonable? Start with free for three users, go on to their CRM Plus that combines sales, marketing, help desk, and other channels into one platform, and finally their CRM focused on small businesses, Bigin CRM. To top it off, depending on the CRM package you have, Zoho offers add-on suites for connection such Finance, Custom Apps, and Forms, to mention a few. For now, this is one of the best CRM Software.

The main CRM dashboard provides access to all of this edition’s built-in channels, including projects, marketing, help desk, and social media. Click the settings icon and choose the channel to access the options for any of these. For instance, to add social channels, go to Settings > Social > Social Channels and select Facebook, LinkedIn, Twitter, or Instagram from the list of available channels. With a few clicks, we quickly added my LinkedIn profile.

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Pros

  • User-friendly interface.
  • Customizable to fit various business needs.
  • Integrates with other Zoho products.
  • Affordable pricing plans.
  • Automation and workflow features.

Cons

  • Advanced features might require some learning.
  • Limited customer support on lower-tier plans.
  • Integrations with third-party apps can be limited.

Salesforce CRM

Best CRM Software

Features

  • Extensive customization and scalability options.
  • Advanced analytics and reporting capabilities.
  • Integration with a vast ecosystem of third-party apps.
  • AI-driven insights and recommendations.
  • Automation of sales and customer service processes.

In terms of CRM providers, Salesforce is regarded as a market leader and provides a well-liked platform that is perfect for small and developing organisations. Salesforce provides a wide range of solutions that are especially created for sales, marketing, and customer support teams for those who are prepared to advance and delve deeper into CRM capabilities.

The dashboard’s natural organization makes it simple to navigate, making it simple to stay on goal when working through a particular project or nurturing a new lead. As the needs of your business and your clients change over time, more sophisticated tools like forecasting and AI-powered assistants can be introduced to business packages. Guided learning tools give even novice users a broad list of instructions for easy use. Overall, this is one of the best CRM Software.

Pros

  • Highly customizable and scalable for businesses of all sizes.
  • Extensive third-party integrations available on the AppExchange.
  • Offers a wide range of modules and functionalities.
  • Strong analytics and reporting capabilities.
  • Strong community support.

Cons

  • Steep learning curve, especially for beginners.
  • Higher cost compared to some other CRMs.
  • Complex setup and configuration.
  • Can be overwhelming with features for smaller businesses.

Freshsales

Best CRM Software

Features

  • User-friendly interface with customizable views.
  • AI-based lead scoring and behavior tracking.
  • Email tracking and engagement metrics.
  • Integration with email, phone, and calendar apps.
  • Real-time sales activity tracking.

For sales teams, Freshsales is a complete sales force automation system. It gives a salesperson everything they require to get high-quality leads, have contextual discussions, close deals using AI-powered insights, and develop long-lasting client connections. Freshsales automates the sales process, boosts productivity and efficiency in daily tasks, and gives sales teams more time for selling by integrating email, phone, chat, and telephony. Salespeople may use Freddy AI to gain insights into the best offers to pursue, what steps to take, and how to forecast revenue. With Freshsales, businesses can take the next step toward effective pipeline management. This is one of the best CRM Software you can consider.

Pros

  • Intuitive interface for easy adoption.
  • Built-in phone and email capabilities.
  • Good lead and contact management.
  • Integration with other Freshworks products.
  • Affordable pricing plans.

Cons

  • Limited third-party integrations compared to some competitors.
  • Some features may be less advanced than other CRMs.
  • Customization options are not as extensive as some other CRMs.

ClickUp

Best CRM Software

Features

  • Unified workspace for sales and project management.
  • Customizable pipelines and task management.
  • Collaboration features for teams and clients.
  • Integration with various business apps and tools.
  • Automation of repetitive processes.

An all-inclusive productivity platform is ClickUp. Teams congregate there to plan, arrange, and work together on projects utilising tasks, Docs, Chat, Goals, Whiteboards, and other tools. ClickUp allows teams of all kinds and types to deliver work more effectively, increasing productivity to new heights. ClickUp is easily customizable with only a few clicks.

Pros

  • Highly customizable and flexible for various use cases.
  • Combines CRM with project management features.
  • User-friendly interface.
  • Integrations with other tools.
  • Reasonable pricing for the features offered.

Cons

  • Primarily designed for project management, so CRM features might be less robust.
  • May not have all the traditional CRM functionalities.
  • Might require additional setup to fully function as a CRM.

Monday Sales CRM

Best CRM Software

Features

  • Visual and intuitive interface for tracking sales activities.
  • Customizable workflows and automation.
  • Real-time collaboration and communication tools.
  • Integration with sales and marketing tools.
  • Data visualization and reporting features.

Monday Sales CRM is a fantastic project management tool for companies with a seemingly endless stream of complex projects and sales assignments. The main platform for job management offers vital time-saving and organisational features. Customers of Monday Sales CRM benefit from infinite boards for project organisation and user-friendly interfaces. Monday Sales CRM delivers user-friendly technology to help your success, whether you require an unique dashboard for certain communication requirements or you want to dive into analysis with client data visualisation capabilities. The fundamental work management platform stands out for its deliberate design, adaptability to any workflow, and scalability.

Monday Sales CRM is not only an easy-to-use platform that is geared for project management, but it is also quite adaptable. By automatically notifying team members when a project or task is ready for further action, customers can set up and connect notification systems with communications platforms like Slack, doing away with the need for routine status update meetings. All plans also come with an infinite number of boards for managing contacts and projects. You can quickly create any number of time-saving automations with Monday Sales CRM’s straightforward trigger and action templates without having to perform challenging activities or use any coding. Currently, this is the best CRM Software you can download now.

Pros

  • Visual and easy-to-use interface.
  • Customizable templates for sales processes.
  • Integration with other Monday.com features.
  • Good for visualizing sales pipelines and workflows.
  • Automation options for repetitive tasks.

Cons

  • Main focus is on project management, so CRM features might be limited.
  • Could be too simplistic for complex sales processes.
  • Integration options with third-party apps might be limited.

Bitrix24

Best CRM Software

Features

  • All-in-one platform with CRM, collaboration, and communication tools.
  • Social intranet for team collaboration.
  • Sales automation and lead management.
  • Contact center and communication integration.
  • Task and project management capabilities.

Working remotely is here to stay. Bitrix24’s CRM is a strong Salesforce substitute for individuals who have dispersed, remote teams and offers numerous alternatives for communication, collaboration, and information sharing. As there are far too many functions to list here, we’ll just state that this programme, in addition to its many communication possibilities, offers comprehensive CRM, marketing automation, project management, and web design capabilities. This is one of the best CRM Software you can consider.

You can create departments and add staff to each one to get started. You may quickly divide teams into workgroups, knowledge bases, and communication channels after creating departments. Individual personnel, departments, or certain groups can work together on projects or continuous tasks in workgroups. Each teammate gets their own tasks app, photos, calendar, chat, and knowledge base, allowing them to share and view each other’s work as well as the group’s progress.

Pros

  • All-in-one platform with CRM, project management, and communication tools.
  • Free plan available for small teams.
  • Extensive features including social intranet and collaboration tools.
  • Customizable and scalable.

Cons

  • User interface can be overwhelming.
  • Learning curve, especially for beginners.
  • Free plan has limitations and paid plans can become expensive as team grows.

HubSpot Sales Hub

Best CRM Software

Features

  • Seamless integration with HubSpot’s marketing and service hubs.
  • Contact, lead, and deal management.
  • Email tracking and templates for personalized communication.
  • Sales analytics and reporting features.
  • Automation of sales processes.

With Sales Hub, a potent and user-friendly sales CRM that incorporates sales engagement features, configure-price-quote (CPQ) capability, and strong sales analytics for increasing teams, you can accelerate your sales process. The HubSpot CRM platform, on which Sales Hub is based, brings together teams, tools, and customer data to establish a single source of truth for exceptional sales rep efficiency. Currently, this is one of the best CRM Software.

Reps can gain richer insights, warmer leads, and coordinated enablement materials when using the whole CRM platform, which will help them work as efficiently as possible. Create a remarkable end-to-end client experience by utilising our extensive ecosystem of app and solution partners. HubSpot enables you to scale your business without adding complexity, regardless of the strategy, services, or software you use.

Pros

  • User-friendly interface and easy setup.
  • Integrates seamlessly with other HubSpot tools.
  • Offers both CRM and marketing automation features.
  • Free plan available with basic CRM features.

Cons

  • Some advanced features are only available in higher-tier plans.
  • Can become expensive as your needs and contacts grow.
  • Customization options might be limited for some businesses.

Pipedrive

Best CRM Software

Features

  • Visual sales pipeline for easy tracking.
  • Activity reminders and follow-up automation.
  • Email integration and communication history tracking.
  • Customizable stages and sales processes.
  • Sales forecasting and goal tracking.

Pipedrive, a well-known sales CRM programme, is a wise choice if you require simple-to-use software. Although the platform has lots of versatility, its only objective is to aid salespeople in closing deals. Other apps with marketing or service elements won’t be available to divert your attention. The UI of Pipedrive is simple, with all menu elements located on the left, a search bar at the top, and an expanding menu on each page for adding deals, activities, leads, etc. rapidly.

Your mailbox is one of the choices on the menu. You may email directly from the inbox or contact record after connecting your email provider, tracking opens and email history. Additionally, you can manage your meeting availability inside the app, sync your Outlook or Google Calendar, and create a link to share with contacts. Overall, this is one of the best CRM Software you can suggest you friends.

Pros

  • Simple and intuitive interface.
  • Focus on visual sales pipeline management.
  • Customizable to fit different sales processes.
  • Good mobile app for remote sales teams.
  • Email integration and automation features.

Cons

  • Limited marketing automation features.
  • Might require additional integrations for certain functionalities.
  • Reporting capabilities could be more advanced.

ActiveCampaign

Best CRM Software

Features

  • Unified CRM and marketing automation platform.
  • Behavior-based automation for personalized interactions.
  • Email marketing and lead scoring features.
  • Integration with e-commerce and other tools.
  • Detailed reporting and analytics.

Over 180,000 companies in 170 countries benefit from the category-defining Customer Experience Automation Platform (CXA) from ActiveCampaign. For effective segmentation and personalization across social, email, messaging, chat, and text, the platform provides access to 750+ pre-built automations for businesses of all sizes. These automations mix transactional email, email marketing, marketing automation, and CRM.

The 850+ connectors offered by ActiveCampaign, which include Salesforce, Microsoft, Shopify, Square, and Facebook, are used by more than 75% of its clients. Prices begin at as $9 per month. The foundation of ActiveCampaign is the belief that superior customer service must extend beyond conventional marketing touchpoints like email. This is the most popular CRM Software that you can consider.

Pros

  • Combines CRM with marketing automation.
  • Robust email marketing and segmentation features.
  • Advanced automation workflows.
  • Integrates well with third-party applications.
  • Good for businesses with strong emphasis on email marketing.

Cons

  • Learning curve for complex automation workflows.
  • Can be pricier compared to some other CRMs.
  • User interface might feel less intuitive for beginners.

Ontraport

Best CRM Software

Features

  • Comprehensive platform for CRM, marketing, and automation.
  • Customer journey mapping and automation workflows.
  • Email marketing and lead nurturing capabilities.
  • E-commerce integration and order management.
  • Advanced reporting and data analysis.

Ontraport has many features that can integrate the entire customer experience for businesses that sell products, services, or memberships online. These features range from marketing to transactional sales/payment processing, cross-selling, and coupon codes, all the way to post-sale follow-up and nurturing. Ontraport is different from the majority of the other CRMs we’ve evaluated here, so using it takes some getting used to. Currently, this is one of the best CRM Software.

Here’s an illustration: when you click New Deal or New Contact, the complete screen with numerous fields and sections appears. There is no save button, just a back button to exit, and you are unsure of what information to enter. It turns out that all you need to do to create a record is to enter one piece of information and press the back button.

Leaving that aside, you can see from a contact record the potential touchpoints the platform offers in its capabilities, including, to start, campaign histories and actions, purchase and membership histories, credit card information, subscriptions, and coupons. You can email, text, create tasks, and carry out a credit card transaction from a contact.

Pros

  • Comprehensive platform combining CRM, marketing automation, and more.
  • Robust automation and segmentation capabilities.
  • Good for businesses with complex customer journeys.
  • Customizable and scalable.

Cons

  • Steep learning curve due to extensive features.
  • /Higher cost compared to some other CRMs.
  • User interface might feel overwhelming for newcomers.

How to Implement CRM Software Effectively?

CRM (Customer Relationship Management) software implementation requires careful planning and execution. Here is a step-by-step manual to assist you in properly implementing CRM software:

Clearly define your goals before beginning CRM implementation. Decide what you want to accomplish, such as raising lead conversion rates, optimizing sales procedures, or enhancing customer happiness.

Select the Proper CRM Software: Choose a CRM solution that fits your company’s objectives, budget, and needs. Think about things like scalability, usability, integration potential, and the particular features you need.

Create a Cross-Functional Team: Assemble a team with members from several departments, including IT, sales, marketing, and customer service. Planning, implementation, training, and continuing maintenance will fall within the purview of this team.

Cleaning up and organizing your current customer data is a good idea before adoption. Transfer pertinent data to the new CRM platform from your existing systems. Make sure to be accurate to avoid problems later.

Configure and customize the CRM to fit your unique business needs. Setup settings, workflows, fields, and automation rules to suit the particular requirements of your company. You must totally comprehend your procedures for this step.

FAQs

What is the most used CRM system?

HubSpot is one of the well-known and most often utilized CRM platforms in the cutthroat market of today. With its potent mechanism and powers, it has had a significant impact on its clients.

Is SAP a CRM tool?

Two of the best customer relationship management (CRM) programs available right now are SAP and Salesforce. Their dynamic platforms offer capabilities and features that allow businesses to make better use of their data and develop more effective customer interaction strategies.

Jonathan Williams
Jonathan Williams
Jonathan Williams, a prominent content writer at Bollyinside, renowned for his expertise in hardware products. Specializing in list-based articles, Jonathan simplifies intricate tech details about laptops, phones, tablets, and accessories, making them accessible to readers. Off-duty, he indulges his passion for fiction and tech sci-fi, exploring new realms of creativity.

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