Today’s CRM Softwares are incredibly versatile, and because of strong competition, have remained a relatively low-cost investment for most.
Currently, with dozens of options available for CRM Software in the market – finding the right CRM Software of September 2023 can be tricky.
So we spent dozens of hours researching and testing everyone we could get my hands on.
Based on our experience with the apps, here are 10 Best CRM Software. Click on any app to learn more about why we chose it, or keep reading for more context on CRM Software.
On this page, you’ll learn about the following:
What is CRM Software?
CRM (customer relationship management) software is often known as sales force automation software. SFA software allows firms to keep track of and manage customer interactions in one place. A CRM will keep track of interactions between a company’s prospective and current customers. It will also make those encounters easier by compiling all pertinent client information, such as contact information and transaction summaries, into a single, live record. CRM software is often used in sales departments as a central hub for sales force automation, such as contact account and opportunity management. CRM software is frequently offered independently from other corporate solutions such as ERP systems, marketing automation software, and customer care software, but it is frequently connected with other business programs to provide a more consistent and enhanced customer experience.
10 Best CRM Software
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 for unprecedented sales rep efficiency. When using the full CRM platform, reps can get richer insights, warmer leads, and aligned enablement materials to help them operate at max efficiency. Plus, tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.
ActiveCampaign’s category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pre-built automations that combine email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text. Over 75% of ActiveCampaign’s customers use its 850+ integrations including Microsoft, Shopify, Square, Facebook, and Salesforce. Pricing starts at just $9/month. ActiveCampaign was built on the idea that an excellent customer experience must go beyond the traditional marketing touchpoints, like email. Delivering a personalized, high-touch experience is easy in the very beginning, but as a business grows— adding channels, additional teams, locations, customer segments, etc.— the complexity of managing relationships is too much, and that personalized connection doesn’t scale (this is why we’ve all received sales emails for products we already own, been asked to review a product we returned, or had disjointed experiences across success reps while trying to resolve a support ticket, etc.) This is why email marketing, marketing automation, service and support tools, and CRMs end up wasting time for organizations instead of supporting their growth. With ActiveCampaign, and the customer experience automation (CXA) category, we are removing the silos between data sources, communication channels, and teams, and helping businesses scale their 1-1 personal customer relationships through connected experiences that span the customer lifecycle. This enables businesses to automate a truly personalized experience that feels authentic, so their customer relationships can scale, no matter how large that business grows. What are some of the things you can do with ActiveCampaign? -Automate personalized experiences across all your customer touchpoints -Track buyer preferences, behavior, and many custom attributes across the entire customer lifecycle for deeper segmentation and more effective outreach -Customize sends based on almost any parameter, so your messages are always targeted for the right audience -Use data from the entire customer lifecycle to choose the best content, send time, and delivery channel for each customer -Create entirely customized campaigns with minimal effort, then improve your send strategy in real time based on customer behaviors -Replicate the 1-1 personal experience for every customer, no matter how big your business gets .
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. Also, the option to use native CPQ makes generating and sharing quotes and other vital sales assets hassle-free. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill. It is an all-in-one solution for sales and marketing teams. It provides sales force automation, marketing automation, chat, and telephony to meet your goals in one solution. .
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 admin or expensive certified technical resources. There is also a very powerful reporting engine built-into the product which allows reports to be generated from any view or area within the system. There are multiple types of reports available from standard to pivot to advanced and graphical dashboards. At Pipeliner there is a strong belief in focusing on core competencies which is why Pipeliner delivers the best in sales force automation and then provides an easy and seamless way for customers to integrate with other best of breed systems like Ticketing or Marketing Automation or any other system a customer may be using. Pipeliner also provides many “Automation Add-ins” that automate routine tasks that would require manual intervention in other systems. The Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artificial Intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables real efficiency on the go. .
Thryv is an end-to-end client experience platform built for small businesses. Software that helps you get the job, manage the job, get paid and get credit, all from a single screen. Helping small business owners meet today’s customer expectations, from one simple platform. Includes 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 easy-to-use software, making it easy to reach more customers, stay organized, get paid faster and automatically generate reviews. Thryv makes it easy for customers to: • Find you online through ratings and reviews, social presence and accurate search results. • Interact easily and instantly, receive reminders, send texts and emails and schedule appointments. • Pay you effortlessly, receive receipts instantly, know it’s safe and secure and choose how to pay. • Stay engaged with automated messages that ask them back, stay in touch and request reviews. Thryv’s award-winning software is helping over 45,000 businesses transform how they do business and manage their customers. .
SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform, open architecture and free customer support, along with flexible contracts, drive real results for a growing business or digital marketing agency. Learn more at sharpspring.com..
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 place. Plus, never drop the ball—Copper even reminds you to reach out to contacts and follow up on deals. Join 30,000+ businesses in over 110 countries (speaking 7 languages!) in building more valuable, longer-lasting relationships. .
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 more than 90 cloud-based business applications. Ranked #1 in Overall Satisfaction by G2 Crowd, and #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence and marketing automation into a powerful relationship management platform that delivers relationship insights everywhere you work. Sign Up for a Free Trial: Nimble.com .
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 service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). .
Step up to the all-in-one CRM, sales & marketing automation software designed to grow your business. Greater client organization, fewer repetitive tasks, easily implemented automations, and integrated apps. Keap’s goal is your growth, whether you choose Max, Max Classic (formerly known as Infusionsoft), Pro, or Lite from our powerful product options..
What is the Best CRM Software?
Here are our top picks for the Best CRM Software to try this year.
How to Choose Best CRM Software?
CRM software can be confusing to navigate, especially for new users. Choosing a suitable solution requires careful consideration. In addition to ease of use, you should check for integrations with other systems. You may want a CRM that can be used by sales agents and customer support staff, or even by your accounting department. This will ensure that the CRM contains all of the tools you need and save you money on features you will never use.
HubSpot is a free CRM that enables you to manage all your company’s contacts and deals. It has an advanced sales pipeline that will help you track deals with customers. You can also integrate HubSpot with email marketing software. However, you should be aware that this CRM is pricier than other similar CRMs. In addition, it costs money. You can get a free version of HubSpot’s small business CRM, but it’s limited to managing sales. You’ll need to purchase other Hubs to be able to fully utilize the tool.
ActiveCampaign offers advanced automation features and workflows, which are important to help you close sales from any marketing channel. HubSpot offers email and social media campaign integration, but you can’t use it with HubSpot’s free CRM plan. It has more expensive plans that offer additional features, such as full social media campaign integration. In addition to this, ActiveCampaign is a free CRM with a paid version of advanced marketing automation.
HubSpot has an unlimited number of contacts and users, while EngageBay and Freshworks are free. Both are easy to use, but HubSpot is more flexible. If you’re looking for a simple solution, you should opt for ActiveCampaign, but make sure to test out the free version first. It doesn’t have as many features as the paid versions, so you’ll need to try several different CRMs to decide which one will work best for you.
Before choosing a CRM, consider the functionality you need. You’ll need to be able to manage all of the tasks that are part of your business. Once you’ve determined these, you can start your search for the best CRM. You can use a free trial version of the software to see if it meets your needs. The free version is usually available for a certain period of time, and you can try out the most important features in the demo.
If you’re using a free CRM, you should consider the features it offers. You can choose between a basic version of a CRM and a comprehensive one. Salesforce is a popular option because it allows you to customize it and is extremely flexible. The free version has more features than the paid version, and the price varies depending on how much customization you need. But if you’re in the market for an enterprise-class CRM, you’ll want to take advantage of this.
The most important thing to look for in CRM software is ease of use. It should be easy to use and implement for employees. It should also be easy for customers. Moreover, it should be easy to customize for the various user groups. The software should be easy to navigate for everyone, whether it’s a salesperson or a marketing manager. It should be customized to meet the needs of each employee. This will make the software easier to operate.
CRM software should be compatible with your existing software. A free trial should be offered to let you evaluate the features. This will allow you to choose the best CRM for your needs. Ideally, the CRM should be compatible with your other business systems. Hence, it should be compatible with your current system. While choosing the right CRM for your business, it is also crucial to consider the price-functionality ratio. The CRM must provide a boost in sales.
Besides being able to handle the growing needs of your company, CRM software should be affordable for all users. Generally, the free versions are easy to use for small businesses. In addition to these, some CRM software have an advanced version. You can buy this package if you have no budget for a premium version. In addition, the free version of the CRM will allow you to track leads and track their performance. If you are looking for an affordable CRM, you can choose ActiveCampaign.
CRM software is an integrated suite of software designed to help you manage your business. It helps you keep track of customers, leads, and sales. It also can help you keep track of your inventory, schedule appointments, and track your expenses.
There are many CRM software packages on the market. It is a good idea to research the different packages before you purchase one. The features you need and the price you are willing to pay will be the main considerations.
You may be wondering if CRM software is easy to learn. CRM software is not easy to learn, but it is easy to use. CRM software is a system that is used to manage customer relationships. CRM software is used by companies to track the interactions they have with their customers.
CRM software is a great way to keep track of customer interactions. It can help you make better decisions, but it is not always worth the cost. If you are a small business, you may not need a CRM system.
What can CRM software do? CRM software can help you stay on top of your customers and their needs. The software can help you stay on top of the customer’s needs and their contact history, so you can keep them happy.
CRM software is usually used by companies to manage their customer interactions. CRM software is an important tool for sales teams and marketing teams. It is a system that tracks customer interactions and records customer data. This data is then used to create a profile for each customer.
I know you want to use CRM Software, thus we made this list of best CRM Software. We also wrote about how to learn CRM Software and how to install CRM Software. Recently we wrote how to uninstall CRM Software for newbie users. Don’t forgot to check latest CRM statistics of 2023.
Why Crm Software Are So Important
One of the primary reasons CRM software is imperative is its ability to consolidate and organize customer data. In today’s fast-paced and data-driven world, businesses generate an enormous amount of data daily. This data includes customer details, interactions, purchase history, preferences, and much more. By utilizing CRM software, businesses can efficiently gather, update, and store this crucial information in a secure location. This centralized database allows users to instantly access a comprehensive customer profile, enabling seamless interactions and personalized communications. It empowers employees by equipping them with all the necessary information to cater to customer needs and preferences effectively.
Moreover, CRM software enables businesses to capture valuable insights into customer behavior and trends. By tracking customer interactions, purchases, and responses to marketing campaigns, businesses can gain a deeper understanding of their target audience. This data-driven approach enables companies to develop targeted marketing strategies, tailored offerings, and informed business decisions. For instance, if a business notices that a certain segment of customers prefer a particular product, CRM software allows them to create personalized marketing campaigns to reach that audience efficiently. This results in higher customer satisfaction and stronger brand loyalty.
Additionally, CRM software improves internal communication and collaboration within an organization. With the centralization of customer data, teams across different departments can easily access and share information. This eliminates data silos and creates a collaborative environment where the sales, marketing, and customer support teams can work efficiently towards common goals. CRM software also enables real-time updates, ensuring that everyone on the team has access to the most recent data. Such enhanced communication translates into faster response times, decreased customer frustration, and ultimately, better customer service.
Furthermore, CRM software offers advanced reporting and analytics capabilities. Businesses can generate reports and analyze data to evaluate the effectiveness of their marketing initiatives, sales strategies, and customer service efforts. By measuring Key Performance Indicators (KPIs), businesses can identify areas of improvement, implement adjustments, and optimize their operations. This data-backed decision-making process empowers businesses and fuels their growth.
Lastly, CRM software assists companies in nurturing long-term customer relationships. By tracking customer interactions and preferences, businesses can personalize their communication and offerings. Personalization, in turn, enhances the overall customer experience, fostering loyalty and customer retention. Satisfied and loyal customers are more likely to become brand advocates, spreading positive word-of-mouth and attracting new customers.
These reasons underline the indispensability of CRM software in modern business operations. From optimizing customer management to improving internal collaboration and providing data-driven insights, CRM software revolutionizes the way companies operate, engage with customers, and drive success. Embracing CRM software is crucial for organizations that aim to stay competitive and unlock their full potential in today’s customer-centric digital landscape.
Choosing the best CRM Software is not a difficult task when you have all the details and requirements. Most of the above-mentioned CRM Software have impressive and user-friendly features.
Now, it is up to you which software you’d pick up that meets your requirements.
Consider the effectiveness and efficiency of each CRM Software, including the features and capabilities. You must also evaluate your objectives, required functions, and budget before choosing the right CRM Software of September 2023. See which will give a great deal.
If you still have questions about choosing the best CRM Software, leave a comment below. I’d love to assist you.