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Updated on: June 21, 2021
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CRM Software

A (Customer Relationship Management) CRM Software helps businesses to manage their relationship with the customers while also providing various tools and features to convert leads into sales. A CRM software is very effective for any business as it brings a number of sales, marketing, and customer-facing functions at one single screen. It also stores details about your customers to help you in handling them better and, thus, ensuring a healthy relationship with your customers.

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84%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Netsuite CRM

The #1 Cloud ERP. One unified business management suite, encompassing ERP/Financials, CRM and ecommerce.
(543 Ratings)

Netsuite CRM pricing: Netsuite CRM Offers Custom plan.

Adaptability has never been more important. We give you the visibility and control to make the right decisions. Built-In Flexibility, Commerce-Ready ERP, & Native Business Intelligence. Your core business system now becomes your customer-facing commerce system with loads of features. read more

88%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Freshworks CRM

THE ULTIMATE CUSTOMER ENGAGEMENT SUITE
(1,462 Ratings)

Freshworks CRM pricing: Starts at $19.0. Offers Free-forever plan.

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 read more

96%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

monday.com

A cloud-based Work OS that powers teams to run their processes, projects, and everyday work seamlessly.
(8,368 Ratings)

monday.com pricing: Starts at $39.0. Offers Custom plan.

Monday.com makes capturing leads and nurturing them an easy process by offering a CRM that takes just minutes to set up. The software also makes it extremely easy to customize to your team's liking, or setting up automatic reminders without the need for coding. read more

96%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Pipedrive

Welcome to the simpler way to sell. Pipedrive is CRM software that makes your life easy, for less legwork and more sales
(4,875 Ratings)

Pipedrive pricing: Starts at $12.5.

Pipedrive CRM is the simpler way to sell. It makes your life easy, for less legwork and more sales. Drag-and-drop deals through pipelines, track conversations, automate admin, and get more leads. Try it free for 14 days and join the more than 90,000 teams who manage sales with Pipedrive. read more

91%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Pipeliner CRM

The Better CRM: Built by Sales, Used by Sales!
(703 Ratings)

Pipeliner CRM pricing: Starts at $25.0.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. read more

94%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

HoneyBook

Your small business, just more organized. Join HoneyBook today for $1/month for your first 6 months with code ALLINONE.
(571 Ratings)

HoneyBook pricing: Starts at $34.0.

HoneyBook helps small business owners make sure nothing falls through the cracks between you and your clients with billing, contracts, conversations, and more all in one place. Join HoneyBook today for $1/month for your first 6 months with code ALLINONE. read more

Zoho CRM - CRM Software
98%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Zoho CRM

A fully-featured CRM software
(7,149 Ratings)

Zoho CRM pricing: Starts at $14.0. Offers Free-forever plan.

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email... read more

Salesforce - CRM Software
98%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Salesforce

Monitor the entire journey of individual clients within a unified platform
(23,690 Ratings)

Salesforce pricing: Starts at $25.0.

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular... read more

Insightly - CRM Software
96%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Insightly

Elegant solution for Business Development
(1,692 Ratings)

Insightly pricing: Starts at $29.0.

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft... read more

Keap - CRM Software
95%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Keap

Generate more leads and enhance the sales numbers in real-time
(2,812 Ratings)

Keap pricing: Starts at $40.0.

Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to... read more

Vtiger - CRM Software
94%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Vtiger

All-in-one CRM Solution
(676 Ratings)

Vtiger pricing: Starts at $30.0.

Vtiger is a CRM software used to engage customers, manage contacts, track deals, and send and invoices. Small, Medium and Large companies make use of the software.

Salesflare - CRM Software
93%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Salesflare

CRM for Small Businesses With B2B Models
(297 Ratings)

Salesflare pricing: Starts at $30.0.

Salesflare is a niche tool for Small Business owners with a business operating with a B2B model and works as a complete CRM tool for them. It provides the data inputs that reps need for their selling so that they can focus more on their core capabilities. It boosts their productivity by... read more

Act! - CRM Software
93%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Act!

A software that acts the way you want it to
(1,053 Ratings)

Act! pricing: Starts at $25.0.

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with... read more

PipelineDeals - CRM Software
93%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

PipelineDeals

Unlock the true potential of your sales team for closing more deals
(1,465 Ratings)

PipelineDeals pricing: Starts at $25.0.

PipelineDeals is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of... read more

Nutshell - CRM Software
93%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Nutshell

Let your B2B teams access sales CRM and email marketing campaigns in a seamless way
(1,293 Ratings)

Nutshell pricing: Starts at $19.0.

Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise their efforts and focus more on building good relationships. Its marketing solution seamlessly connects with users CRM data, enabling them to get their sellers and marketers to a point where both get... read more

Nimble - CRM Software
92%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Nimble

Intelligent and straightforward CRM solution for G Suite and Office 365 teams
(2,579 Ratings)

Nimble pricing: Starts at $19.0.

Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office 365 teams. It helps users connect with their customers wherever they are in the world and is the only CRM that works across every social network. It generates auto-enriched contact profiles by sourcing... read more

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List of CRM Software

PRODUCT NAME SW SCORE (OUT OF 100) AGGREGATED RATINGS (OUT OF 5)
98 4.2
98 4.4
96 4.2
95 4.1
94 4.3
93 4.8
93 3.7
93 4.5
93 4.2
92 4.6

Buyer's Guide on CRM Software

What is CRM software?

Client Relationship Management Software or CRM Software is essentially a platform connecting various departments of an organization to form one integrated system gathering all client-related information. Those who can access the system can conveniently access client information, thus providing precise coordination among the various parts of the company.

Why Use CRM Software?

Reliable reports

CRM Software helps not only in gathering the information but also in organizing and managing them. In return, you get accurate and organized data that you can rely on it without a second thought. Therefore, CRM Software helps in untangling, sorting, and tabulating heaps of client information that keeps pouring in day and night from all kinds of sources. So, you need not worry about managing these matters and instead get accurate information when required.

Automated facilities for enhanced efficiency

CRM’s automated features help cut down a lot of basic activities, which are otherwise repetitive, time, and effort-consuming. This also allows great scope for personalization as it allows automated campaigns and tracking of client behavior.

Ease in connection

Another great benefit of using CRM software is the scope of reaching out to customers in a more personalized way. As the system keeps gathering information, accumulating and organizing them, the company starts to understand their clients better. With that and the automated feature of CRM software, companies can take a more personalized approach towards their clients, thus enhancing communication between the two.

Better collaboration environment

As all this information is stored in one transparent platform, collaborations between teams get easier. It is especially the case if the software is cloud-based. Team members can easily access the information, no matter their location or time. Also, its multi-functional features allow multiple team members to work on the same case simultaneously. Thus, collaborating becomes easier with CRM software.

Top Features of CRM Software

CRM software comes loaded with features that help in improving client information management by leaps and bounds. Here are a few features that you need to look for in CRM software:

Contact and data management

As we are talking of CRM software, contact management automatically becomes an essential feature for the software to have. The software helps in gathering all sorts of information about the customer that could prove useful in approaching them and making their experience with your company better. These pieces of information include basic client data (name, age, gender, contact information, etc.) to special insights and patterns about the customers.

Lead Management: 

The CRM software also allows a feature called the leads management process, which is an effective system that allows you to locate potential customers. It allows you to identify potential customers from the information that your company gathers from all sources. Through the software, you can approach these potential customers and turn them into loyal ones.

Automated Workflow

Automation is another important feature for the software to have. It eliminates the need for repeating regular tasks and lets the software handle them. This reduces the risk for errors, along with giving your team the luxury to invest their time in more significant tasks.

Reporting

Another highly appreciated feature of the software is its regular reports, analysis, and insights on the performance of the team, sales figures, etc. This feature allows you to take a better look at how well your company is doing, along with apt predictions that can help you make calculated decisions for the future of your company.

Top Use cases for CRM Software

CRM Software is one software that comes loaded with several features due to which you can see its application evident in various industries of all types across the globe. We will take a look at a few of the use cases for CRM software.

Industry Level use-cases

Finance Industry

The finance industry actively uses CRM Software for identifying potential customers, creating targeted offers, and winning over them through its automated features and insights.

Hospitality Industry

Hotels witness many customers daily. CRM Software helps keep the records of each customer in an organized manner. In the process, it also helps in identifying prospective customers.

Retail Industry

The retail industry actively utilizes CRM Software for setting goals, implementing processes and measures, and form terms and conditions for efficiently meeting their business targets.

Consulting Industry

The consulting industry, too, has immense use for CRM Software. It helps to manage daily activities and have a better focus on the clients.

Banking Industry

The banking sector is another such sector that heavily relies on CRM Software. It allows personalized assistance for customers on the basis of their identification, needs, preference, and behaviors.

Functional-level use cases

Sales Automation

CRM Software was initially introduced as a sales automation tool, a purpose which it has served marvelously. To date, it is one of the top tools for sales automation.

In-depth understanding of customers

CRM Software allows companies to have a better understanding of their customers that goes beyond their purchasing habits.

Strategic marketing

Handy in pre and post-sale phases, the CRM Software is an excellent tool for strategic marketing because of the information that it helps in gathering.

Creating different sales processes

A company may have different products under it. CRM Software comes up with a different sales pipeline for each sale process.

Prioritizing leads

CRM Software is a fantastic tool for lead scoring, which allows a sales rep to identify the potential leads from the cold ones.

Customer call support

CRM Software makes customer calls for sales reps easier by keeping a check on which other sales rep is free to take the call and help transfer it to the said individual.

Buying considerations - Detailed Buying Guide

You need to keep in mind the following factors while buying the right CRM software for your company.

Flexibility

Every software that you welcome on board must have the capability to grow with you as your business expands. The same applies to CRM software. Therefore, before buying it, make sure that it has a flexible build that can be upgraded or easily changed to suit the needs of your company. The same applies to its hardware. While some software is naturally flexible, others can be quite a hassle to deal with when upgrading. Thus, keep this factor in mind while choosing the right software.

Adaptability to other software

The other factor that you need to keep in mind is the compatibility of the software with the other existing software that your company might be using. You would not want the software that falls out of the circle and needs to be upgraded separately to fall in the loop with the rest. Also, CRM software is the type of software that requires access at all times. Therefore make sure that it can work efficiently on all the basic devices. This will let your members access it conveniently at the moment of their need.

Test it beforehand

Before you settle on buying the product, always go for a trial run. Having a trial run will give you a real-time experience of the interface, providing a clear image of how well it suits your company’s needs. Have your employees work on the software to see how easy or difficult it is for them to get around with the software. A trial run helps in making the ultimate decision.

Sum up the features

Lastly, always makes sure you have a rundown of all the features that the software is willing to provide you. You may not need them all, so be mindful of which features would be best for you and which will not be necessary at all. Features make a good part of the CRM software, so make sure you choose the right software with the right features.

Making the final decision - Choosing the right CRM Software

CRM software is an essential business tool in today’s era. With companies reaching out to more and more people, managing contacts becomes essential and imperative. However, with CRM software, the troublesome and complex task becomes easier and well-managed. Therefore, with this reference, learn all you need to know about CRM Software and choose the software that serves the needs of your company the best.

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