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CRM Software
Updated on: September 12, 2024
CRM Software List (September 2024)
Overview
Buyer's Guide
Grid Report
Awards
Refine Results
Clear All
Artificial Intelligence
AI-Powered
(69)
Starting Price
Upto $10
(49)
$10 - $20
(60)
$20 - $30
(45)
$30 - $40
(20)
Above $40
(85)
Features
Contact Management
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
(432)
Customer Support
Ensures after-sales interactions with your customers and solve queries related to your products and services
(427)
Marketing Automation
Develop customer relationships, automate marketing programs and measure your marketing ROI
(404)
List Management
Enables management of multiple lists and communications with them
(398)
Project Management
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
(335)
Call Logging
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
(295)
Quotes (Proposals)
Create effective sales proposals by generating multiple quotes per opportunity
(246)
Lead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.
(227)
Product Catalog
Lets your sales representatives, as well as customers, view details and prices of each product.
(183)
Reporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.
(181)
Collaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamwork
(180)
Customer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
(169)
Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platforms
(167)
Customization
Helps to customize the system for use in industry-specific use cases
(166)
Opportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
(165)
Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunities
(161)
Lead Management
A systemized and organized way of managing all your leads and their conversation.
(161)
Territory Management
Helps to assign, manage sales territories and conveniently track their progress
(160)
Sales Force Automation
Streamlined management of the sales cycle from lead to close
(160)
Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.
(137)
Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
(130)
Referral Tracking
Track and manage your referred customers.
(120)
IoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysis
(116)
Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
(103)
Document Management
Ability to store and manage various information and documents in electronic format.
(87)
AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
(64)
Dedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
(56)
Website Visitor Tracking
This feature allows you to analyze and understand the behavior of your website visitors.
(8)
Channel Management
It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.
(8)
Analytics (ROI Tracking)
ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.
(8)
Lead Nurturing
Timely following up with your leads in order to convert them into a prospective customer.
(7)
Campaign Segmentation
A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.
(7)
Email Drip Campaigns
An email drip campaign helps you automatically send a series of emails at regular intervals.
(6)
Landing Pages
Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email
(4)
Visitor Targeting
Helps you to identify frequent visitors, so that you can proactively reach out to them by sending a pop up message
(3)
Co-Browsing
Your agents get to view the visitor's browsing screen, cursor movements, and clicks. It helps in understanding the visitor's behavior as well as helps in solving problems quickly.
(2)
Agent Scheduling
Schedules availability of your agents to ensure maximum utilisation of your staff
(2)
Knowledge Database
Lets you have an access to all your past chat history and documents
(2)
Live Chat
Allows you to instantly communicate with your customers and/or exchange chat messages online
(2)
Status Tracking
Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities
(2)
Shortcut Messages
Create shortcuts for the commonly used replies in order to save time
(2)
Time & Expense Tracking
Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
(2)
Online Invoicing
Create invoices online and email them to your clients with just one click
(2)
Online Payments
Accept payments online directly through your account
(2)
Milestone Tracking
They act as signposts through the course of your project, as they help to ensure that you're staying on track.
(2)
Percent-Complete Tracking
Percentage of work done on estimated items.
(2)
Self Service Portal
Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
(2)
Project Planning
Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.
(2)
Transfers
Transfer of calls from one operator to another with just one click
(2)
Task Management
Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.
(2)
Social Media Integration
Enables integrating the software with social media for better reach and coverage
(1)
Prospecting Tools
Provides tools to help spotting prospects or potential customers and convert them into actual buyers
(1)
Search (Filter)
Provides with advance and efficient search/ filter tools to get more refined findings or results
(1)
Automated Routing
It helps in automatically directing queries and data to the appropriate agent.
(1)
Shared Contacts
Facilitates keeping shared phone list/book with a different team or with specific user groups
(1)
Community Forums
Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company
(1)
Multi-Channel Communication
Helps in receiving queries and offering help through multiple channels
(1)
Macros (Templated Responses)
It helps to store, create, and send pre-written responses to maintain the flow of the conversation.
(1)
Document Storage
Helps in storing the documents electronically and in a systematic way
(1)
Customizable Branding
This feature enables the customization of brand marketing to meet specific requirements and preferences.
(1)
Ticket Management
Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved
(1)
Surveys & Feedback
Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback
(1)
Known Issue Management
Helps to tackle and to manage familiar issues or routine challenges
(1)
Knowledge Base
Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.
(1)
Alerts (Escalation)
Helps to route critical tickets to the boss or in-house experts and alerting against them when such come
(1)
Contract (SLA Management)
Helps to manage, automating and organizing important aspects concerning a service-level agreement
(1)
Benefits Management
Helps in monitoring and managing non-wage compensation given to employees besides their regular salaries or wages.
(1)
Recruiting Management
Helps in managing and automating important aspects of a recruitment process
(1)
Incident Management
Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future
(1)
List Segmentation
Segregates the customers into smaller groups enabling the user to send targeted emails
(1)
Timeline View
Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.
(1)
Project Templates
It holds a bundle of built-in templates that can be customized and used in different projects
(1)
Idea Management
Facility to receive insights from internal and external stakeholders
(1)
Custom Workflows
Facility to create workflows with custom stages, process, and status.
(1)
Mobile App
Helps your team to stay top on the business everywhere
(1)
Predesigned Email Templates
Provides a library of templates to build an email
(1)
Email Scheduling
Scheduling an email on a specific time or auto-responding to an action
(1)
Real-time Email Editor
Helps to view the email while editing at the same time
(1)
Document Library
Central repository to manage your assets like Images, PDF files, etc.,
(1)
Compliance Management
Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
(1)
Applicant Tracking
Helps in tracking, searching and scanning the applicants that in turn eases the recruitment process
(1)
Time Off Management
Helps in managing employee absence and control the time off efficiently
(1)
Contact Import-Export
Helps to input and share important contacts from the application with others
(1)
Performance Appraisal
Helps in documenting, reviewing and evaluating the performance of the employees
(1)
Payroll Management
Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion
(1)
Onboarding
Helps to integrate newly recruited employees into the organization through an automated process
(1)
Employee Lifecycle Management
Provides technical support and software solution to manage everything from hire to retire
(1)
Employee Database
Helps in providing an organized collection of employee data
(1)
HR Compliance Management
Helps to stay in compliance with HR laws by notifying users of all HR law updates or changes
(1)
Time & Attendance Management
Helps keeping track of the employee hours to enable recording their worktime
(1)
Customer Pipeline
Helps to manage sales and business prospects and boosting them down the sales funnel
(1)
Billing and Invoicing
This feature helps in issuing and handling the invoice and bills.
(1)
Contact History
Helps to store and logging all types of important contacts and reveals the time and duration as well
(1)
Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policy
(1)
Accounting Management
Handling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.
(1)
Template Management
Enables the user to create templates and modify and customise them later
(1)
Spam Check
Verifies the content of emails so that it doesn't end up in the spam folder
(1)
Mailing List Management
Segregates the customers into smaller groups enabling the user to send targeted emails
(1)
Event Triggered Email
Sends emails to targeted customers based on their activities
(1)
Drip Campaigns
Ability to send emails with respect to time or user actions
(1)
Click-through Tracking
Keeps a track of links in the email opened by the customer
(1)
Auto-Responders
Ability to send automated emails to the contacts subscribing to the list.
(1)
Dashboard
A digital insight of reports and other workings on a single screen
(1)
Resource Management
Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.
(1)
Requirement Management
Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.
(1)
Issue Management
Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.
(1)
Asset Management
Manages the entire lifecycle of the physical assets of your organization
(1)
Budget Management
Analyzing financial information to ensure all operations are within budget
(1)
Mobile Payments
Accept payment directly on your mobile handset
(1)
Invoice History
Invoice history feature allows you to verify or check all your past invoices anytime you want
(1)
Customizable Invoices
Allows the business to customize their invoices with their company logo as per their needs and requirements
(1)
Multivariate Testing
Allows testing different variations of multiple webpage elements to find the best one among them
(1)
Heatmaps
Heatmaps show where users have clicked on a page
(1)
Tax Management
Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
(1)
Spend Management
Managing the expenditure of a business in order to build its product or services
(1)
Purchasing
Acquiring goods or services required for the business at minimal cost
(1)
Multi-Currency
Enables payment and collection in multiple currencies.
(1)
Expense Tracking
Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
(1)
CRM
Handles your contact database, follows up with potential customers and keeps them engaged
(1)
Financial Management
Handles functions like management of cash and utilisation of funds
(1)
Activity Management
Helps to organize and prioritize the tasks and activities of the team to enhance productivity
(1)
Concurrency Support
Allows you to manage multiple calls concurrently
(1)
Email Marketing
Helps to do email marketing and customizes emails to make a good impression to audiences
(1)
Appointment Management
Helps to manage patient-doctor appointments in an orderly manner
(1)
Alert Notifications
Alerts the user when predefined criteria is met
(1)
Report Generation
Gathers data and generates reports as PDF file.
(1)
Time on site Tracking
Tracks the time that a visitor spends on your website
(1)
User Interaction Tracking
Identifies and tracks the visitors interaction on your websites
(1)
Conversion Tracking
Enables user to track customer conversion rate
(1)
Campaign Management
Allows a user to analyze and track marketing campaigns across multichannel efforts
(1)
Event Tracking
Identifies the important events happening in your application
(1)
Outbound Call Center
Allows your agent to make outgoing calls
(1)
Inbound Call Center
Allows you to receive an incoming call from customers
(1)
Progressive Dialer
Auto dials and connects agents to calls answered by live persons
(1)
HR Management
Offers tools and features that lets you effectively manage your present employees and hiring process
(1)
Cash Management
Collection and management of cash.
(1)
Queue Management (Calls)
Allows you to control call queues and distributes call equally
(1)
Auto Call Recording
Automatically records all the ongoing calls.
(1)
Call Monitoring
Allows you listen to all inbound and outbound calls.
(1)
Video Chat
Make conversations more personal with video calling between your agents and your visitors
(1)
Offline Form
This feature allows your visitors to submit their questions when your agents are not available online
(1)
A/B Testing
Compares two versions of your website to see which one performs better
(1)
Warehouse Management
Keep your stock safe by using barcodes or serial/lot numbers
(1)
Supply Chain Management
A detailed overview of materials and finances as your goods exchange hands
(1)
Sales
Create attractive looking quotes and convert into actual sales
(1)
Stock Management
Keep a track of your inventory throughout the production cycle
(1)
Predictive Dialer
Automatically dials to list of phone numbers
(1)
SW Score
96 - 100
(3)
91 - 95
(24)
86 - 90
(62)
81 - 85
(36)
70 - 80
(281)
Deployment
Installed - Windows
(42)
Installed - Mac
(20)
SaaS/Web/Cloud
(457)
Mobile - Android
(197)
Mobile - iOS
(188)
Customer Types
Individuals
(32)
Freelancers
(75)
Large Enterprises
(348)
Medium Business
(441)
Small Business
(454)
Pricing Model
Free Trial
(241)
Freemium
(94)
One-time license
(21)
Open-source
(6)
Subscription
(334)
Quotation Based
(182)
Integrated With
Zapier
(103)
MailChimp
(92)
Quickbooks
(67)
Gmail
(50)
Xero
(46)
Slack
(40)
Dropbox Business
(35)
Google Calendar
(29)
Google Drive
(28)
Shopify
(27)
WordPress
(27)
Office 365
(25)
Zoom
(25)
Stripe Payments
(24)
HubSpot CRM
(23)
PayPal
(21)
Salesforce
(21)
Twilio Flex
(18)
DocuSign
(17)
Intercom
(17)
PieSync
(16)
WooCommerce
(15)
Constant Contact
(15)
SendGrid
(15)
G Suite
(14)
Freshbooks
(14)
PandaDoc
(13)
Freshdesk
(13)
Authorize.Net
(12)
ActiveCampaign
(12)
Microsoft Teams
(12)
Google Sheets
(11)
Microsoft OneDrive for Business
(11)
Wufoo
(11)
Typeform
(10)
Knowlarity
(9)
Magento
(9)
Calendly
(9)
Evernote
(9)
RingCentral Office
(9)
Jira
(9)
LiveChat
(8)
Olark
(8)
Asana
(8)
GoToWebinar
(8)
Microsoft Dynamics 365 for Sales
(8)
Trello
(8)
Unbounce
(8)
Jotform
(8)
Clearbit
(8)
BigCommerce
(7)
Formstack
(7)
Zoho CRM
(7)
Google Analytics
(7)
Zendesk Sell
(7)
Microsoft SharePoint
(7)
Campaign Monitor
(7)
Integrately
(7)
Box
(7)
Integromat
(6)
CallHippo
(6)
Zendesk Support Suite
(6)
Eventbrite
(6)
Mailgun
(6)
Microsoft Excel
(6)
NetSuite
(6)
Adobe Sign
(6)
SurveyMonkey
(6)
Google Meet
(6)
GotoMeeting
(6)
Microsoft Power BI
(6)
Pipedrive CRM
(6)
Make
(5)
ClickDesk
(5)
Google Forms
(5)
Segment
(5)
Better Proposals
(5)
Airtable
(5)
HelloSign
(5)
Joomla
(5)
Exotel
(5)
RingCentral Contact Center
(5)
Sage Intacct
(5)
Squarespace
(5)
JustCall
(5)
Mailjet
(4)
Basecamp
(4)
Outlook
(4)
Pabbly Connect
(4)
Gravity Forms
(4)
Help Scout
(4)
Google Data Studio
(4)
Adobe Marketo Engage
(4)
AWeber
(4)
Amazon SES
(4)
Google Docs
(4)
monday.com
(4)
3CX
(4)
MailerLite
(4)
MyOperator
(4)
LeadsBridge
(4)
Drupal
(4)
PrestaShop
(4)
Aircall
(4)
Leadinfo
(3)
Wix
(3)
MySQL
(3)
Todoist
(3)
Webflow
(3)
Harvest
(3)
Salesforce Marketing Cloud Account Engagement (formerly Pardot)
(3)
Front
(3)
Gong
(3)
Helpwise
(3)
CallRail
(3)
BombBomb
(3)
Infusionsoft by Keap
(3)
Userlike
(3)
SnapEngage
(3)
Mandrill
(3)
Mad Mimi
(3)
Zendesk Talk
(3)
Citrix Podio
(3)
Automate.io
(3)
Leadpages
(3)
Drip
(3)
Wrike
(3)
LiveAgent
(3)
ClickFunnels
(3)
Drift
(3)
Workato
(3)
SharpSpring
(2)
SALESmanago
(2)
Ecwid
(2)
Yahoo! Mail
(2)
Mixmax
(2)
Zoho Sign
(2)
Google Workspace
(2)
TallyPrime
(2)
Clear Books
(2)
Ameyo Engage
(2)
Notion
(2)
WebMerge
(2)
Cisco Webex Meetings
(2)
Landingi
(2)
SyncPenguin
(2)
CircleLoop
(2)
Ozonetel CloudAgent
(2)
Saasu
(2)
Klaviyo
(2)
dotdigital
(2)
tawk.to
(2)
Quotient
(2)
Sage Business Cloud Accounting
(2)
Five9
(2)
123FormBuilder
(2)
Hunter
(2)
Dialpad Sell
(2)
Razorpay
(2)
Lead Forensics
(2)
Proposify
(2)
Leadfeeder
(2)
Encompass
(2)
Zendesk Sunshine
(2)
Yousign
(2)
SignEasy
(2)
Zoho Flow
(2)
Ninja Forms
(2)
GetAccept
(2)
Quote Roller
(2)
QuotaPath
(2)
RightSignature
(2)
Tilda Publishing
(2)
Dialpad Talk
(2)
RingCentral Meetings
(2)
Wistia
(2)
MPZMail
(2)
FiveStreet
(2)
Mixpanel
(2)
SendinBlue
(2)
Microsoft SQL Server
(2)
Braintree Direct
(2)
ActiveDEMAND
(2)
Autopilot
(2)
DEAR Inventory
(2)
Act-On
(2)
Tidio Chat
(2)
ZapUp by 500apps
(2)
CalendarHero
(2)
Zoho Desk
(2)
Freshdesk Contact Center (Formerly Freshcaller)
(2)
TalkDesk
(2)
Emma
(2)
Chargebee
(2)
Pure Chat
(2)
GitHub
(2)
Plecto
(2)
MYOB
(2)
Sage Accounting (Sage One)
(2)
Zoho Meeting
(2)
Looker
(2)
Voxloud
(2)
Tableau
(2)
ON24
(2)
SupportBee
(2)
Kayako
(2)
Hootsuite
(2)
Tookan
(2)
GetResponse
(2)
Fireflies.ai
(2)
Zoho Campaigns
(2)
TeamViewer
(2)
Wave
(2)
Freshsales
(2)
SugarCRM
(2)
Instapage
(2)
Confluence
(2)
Kashflow
(2)
Acuity Scheduling
(2)
Plivo
(2)
Zoho Projects
(2)
TYPO3
(1)
Jira Service Desk
(1)
ZipMessage
(1)
Gallabox
(1)
Dripify
(1)
Getsitecontrol
(1)
Ringostat
(1)
CallFire
(1)
Telzio
(1)
MessageBird
(1)
Issuu
(1)
Truto
(1)
Wyzebulb
(1)
SolarWinds Pingdom
(1)
Integry
(1)
Sitecore Experience Platform
(1)
Reform
(1)
Make
(1)
MeisterTask
(1)
SaveMyLeads
(1)
LogicMonitor
(1)
FormKeep
(1)
Clickatell
(1)
MessageMedia
(1)
Kevy
(1)
Flow XO for Chat
(1)
Vendr
(1)
Hubspot Marketing Hub
(1)
AfterShip
(1)
VICIdial
(1)
Respond.io
(1)
Ethereum
(1)
ChatFuel
(1)
Microsoft Word
(1)
WiserNotify
(1)
Nusii
(1)
ForceManager
(1)
GoCanvas
(1)
Emailable.io
(1)
naturalForms
(1)
WebinarJam
(1)
Sendlane
(1)
ThriveCart
(1)
Jiminny
(1)
LeadBoxer
(1)
CallGear
(1)
Sage 200cloud
(1)
Pure360
(1)
SalesScreen
(1)
BlueSnap
(1)
Google Cloud Dialogflow
(1)
Oracle Siebel
(1)
Sage CRM
(1)
Magento Open Source
(1)
YouCanBook.me
(1)
LivePerson
(1)
Imagen
(1)
Vainu
(1)
AppointmentCore
(1)
SkypeTime
(1)
June
(1)
FinancialForce PSA
(1)
Simpleview CMS
(1)
Clover
(1)
GoCardless
(1)
Poll Everywhere
(1)
Switchboard
(1)
Zurple
(1)
Personify XP
(1)
Zoho Subscriptions
(1)
LendingPad
(1)
SimplyCast 360
(1)
Workday HCM
(1)
Customer.io
(1)
Pigeonhole Live
(1)
Dynamics 365 Marketing
(1)
Webhook Relay
(1)
iQuoteXpress
(1)
QuoteWerks
(1)
Actito
(1)
Placester
(1)
Perfect Audience
(1)
Census
(1)
Finder.io by 500apps
(1)
Redeye Contour
(1)
Ringover
(1)
Kaseya BMS
(1)
Delighted
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