We earn commission when you buy through affiliate links.
This does not influence our reviews, ranking, or recommendations.Learn more.
Thats the magic of CRM software in action.
They lead to increased lead conversions, customer retention, and improved agent productivity.
it’s possible for you to trust Geekflare
At Geekflare, trust and transparency are paramount.
CRM Software Comparison Table
Below is a comparison chart of features of the top CRM tools.
We have compared these parameters mobile app availability, automation capabilities, and integration with 3rd party apps.
These features will be discussed in detail later in this article.
Custom dashboards make tracking real-time data on deal progress, sales figures, and team performance easy.
Receive real-time alerts when you enter a duplicate lead or account.
Or switch to automated lead scoring to organize and prioritize high-value leads accurately.
monday CRM hosts a dedicated app marketplace with one-click integrations to 150+ apps.
monday CRM has a user-friendly, clean interface thats easy to navigate.
The automation features save time by handling repetitive tasks, and the platform integrates smoothly with other tools.
For more details, kindly read ourmonday CRMreview for use cases, pros/cons, alternatives, and more.
If youre already part of the Zoho app ecosystem, you will find this the best option.
On top of AI and automation, I liked Zohos journey orchestrations.
With a drag-and-drop visual editor, I could define my customers cross-platform journeys and develop personalized brand responses.
It provides a centralized view to effectively manage customer interactions and sales activities.
However, Zia and advanced CRM features are only available at premium subscriptions.
It also has web forms and chatbots for efficient lead capturing.
My two cents I like the visual clarity of Pipedrive.
Its easy to use and implement.
However, you will find limited customization options.
Ivereviewed Pipedrive in detail.
Pipedrive pricing starts at$14/seat per monthand has 5 subscription tiers as mentioned below.
Each plan has a 14-days free trial.
Pipedrive promo: get 20% OFF for 12 months.
Simple drag-and-drop cards across stages and keep your sales funnel in motion.
The contact management interface of Freshsales CRM displays detailed information about the contacts and sales statuses.
Freshsales users are positive about ease of use and reliable customer support.
And three premium plans:
5. you could store and access all lead-related information and past journeys from a single pane of glass view.
HubSpot also has a robust contact management system.
It has tools for daily prospecting, smart send times, and automatic lead rotation.
I like how my sales activities are in sync with my Gmail and Outlook.
I could integrate over 1,500 other apps into my sales pipeline including Google Contacts and LinkedIn Sales Navigator.
Other plans include:
6.
This allows answering common customer questions and helps customers self-troubleshoot problems.
However, the many features can be a bit overwhelming initially, and Ive sometimes experienced slowdowns.
Customization options, like creating brand-specific email templates, are also limited in certain areas.
It offers a 14-day evaluation trial before you activate your paid plans.
The paid plans are as follows:
7.
Salesforce CRM
Best Overall
Salesforce is a dominant CRM solution when it comes to enterprise SaaS.
With huge community backing and never-ending event marketing, Salesforce has positioned itself as the customer-first CRM.
Salesforce CRMs lead management interface offers detailed insights into a leads status, contact information, and campaign history.
This comprehensive layout ensures sales reps can access all necessary data and guidance for successful lead conversion.
Automating tasks like lead management and follow-ups saves time and lets the team focus on strategic activities.
However, the customization process can be tedious and time-consuming.
Sometimes, finding specific information is tricky, depending on how the system was initially set up.
Creatio offers no-code tools for customizing its core modules.
Youll find tools for UI/UX development, workflow automation, data modeling, integrations, and more.
Its easy to customize without needing technical skills, and the user-friendly design makes it simple to use.
A major part of Creatio AI works on natural language prompts.
So, it was easy to analyze lead opportunities or automate any process via simple prompts.
It has a suite of apps for sales and marketing teams in the travel and real estate industries.
Marketing app suites include campaign management, lead segmentation, and loyalty management.
Apptivo CRM lets you create estimates within the app.
A great feature for travel agencies or real-estate brokers.
Here are the plans.
This smart segmentation gives SugarCRM the advantage of designing features for a specific business segment.
It is also on the pricier end, like the extremely pricer end.
SugarCRM emphasizes time and customer awareness.
It also stresses the importance of building complete customer metadata over time.
SugarCRM does not offer a free trial.
Users have reported a steep learning curve, rigorous integration, and implementation cycles.
But the effort pays off when you understand how feature-rich the CRM is.
Insightly
Best for Remote Teams
Insightly is a modern-day CRM that builds lifelong customer relationships.
Setting up customizable sales pipelines, Kanban views, and workflow automation is easy.
Manage projects with features such as milestones, task assignments, and progress tracking.
Insightly CRM is easy to use.
It helps me keep leads, contacts, and projects organized, and the email integration makes communication simpler.
The automation and sales reports save me time.
I wish there were more customization options, and the reporting could be better.
Occasionally, its a bit slow with large datasets.
I am also disappointed by the lack of AI features at the time of writing this article.
Its a must-have when other CRMs are gearing up with AI.
Besides that, Insightly is loaded with all the essential features for customer relationship management.
Agile CRM
Good FREE Plan
Agile CRM is attractive if you want complete yet affordable CRM software.
It integrates sales, marketing, and service management into a single platform.
Your sales team can benefit from contact and deal management, prospecting, lead scoring, and CRM reporting.
It offers sales automation tools, like deal tracking, appointment scheduling, and telephony features.
This has worked wonders for my teamit breaks the ice and encourages friendly competition within teams.
Agile CRM also has project management features.
For example, you get a screen-sharing add-on.
Track analytics like money won and revenue graphs.
Access contacts right from the dashboard.
Use labels and pictures for easy search.
Ive also noticed some limitations.
To scale, you’re free to choose from its premium plans:
13.
I wont mind saying the software lives up to its name.
However, compared to feature-rich CRMs like FreshSales and HubSpot, this tool is limited as a CRM.
Navigation can feel slow at times, which can be frustrating when Im in a rush.
The reporting tools are quite basic, which might not work for those needing detailed analytics.
On the brighter side, you will get essential features like built-in calendars for appointment scheduling and event alerts.
Regular lead reports and tasks digest via email.
Options for custom fields and report customization.
It offers cloud access for uninterrupted customer management across devices.
After that, it’s possible for you to switch to a monthly premium plan at $15/user.
Manage tasks from a Kanban, Scrum, or Calendar style view.
The user interface can be quite complex and tricky for beginners.
Importing new data is more challenging compared to other CRM tools, and adding data manually feels inefficient.
For paid plans, the pricing is listed below:
15.
NetSuite CRM
Best for Enterprise
NetSuite offers an enterprise-grade CRM software.
NetSuites Upsell Manager automatically determines which items are a good upsell opportunity and which customers are likely to purchase.
Based on that, you’re able to deploy multi-channel marketing campaigns using ready-made templates.
NetSuite has a really cool feature called Sticky Notes.
you’re able to attach notes to customer profiles or documents and allow replies.
Lay down notes by tagging specific recipients to ensure that only specific people have access to your notes.
It streamlines client management with built-in project tracking, invoicing, and contract handling.
you might create unique client profiles with all contact details, notes, quotes, rates, and tags.
A centralized dashboard lets you view and manage everything from one place.
Regardless of your plan, you get a bit of all the features coupled.
Bonsai, however, falls short when it comes to advanced data analytics or complex CRM features.
I also find the templates and reports a bit rigid, with limited options for customization.
Bonsai CRM Features
Customizable templates for quotes, invoices, etc.
Post that, you could continue with any of the below paid plans.
Keap
Best for E-commerce Businesses
Keap markets itself as a small business CRM and automation solution.
It combines CRM, marketing automation, and e-commerce functionalities.
With an average open rate of 20%, Keaps email tools significantly outperform industry standards.
My two centsI found it simple, easy-to-use, and designed with usability in mind.
I cant say if it fits your small business bill.
The price escalates based on the number of users and contacts.
And then auto-assign contacts/leads to your sales reps using predefined workflows.
Salesmate was awarded the easiest setup and Americas high performer CRM in 2024 by G2.
Customizability is another delight.
you might build custom sales and business pipelines with different stages.
Create custom views and reports to monitor and analyze them.
Enable role-based access control to ensure people see what they need to see.
I liked the integrated inbox in Salesmate with 2-way email sync.
It lets me access my emails right from the CRM.
View your campaign success based on any metrics like open rates, etc.
It offers 24/5 chat and email support with all its plans.
The paid plans are highlighted below.
The platform provides tools to manage deals and sales pipelines visually.
The marketing automation module saves time and makes managing tasks like email campaigns and contact management easier.
On the downside, it can slow down when handling large data or contact lists.
Some advanced features take time to learn, and Ive noticed missing columns during data imports.
The paid plans are listed below.
Many CRMs trigger boycotts among teams due to complex learning.
But not with Nutshell.
It has quick onboarding plus a super user-friendly and intuitive interface.
I recommended it for small to medium-sized sales teams that dont want tiring get-to-know sessions.
That said, there are a few downsides.
Importing data can also be time-consuming, and I occasionally notice some columns missing during the process.
Why Do Businesses Need CRM Software?
Customer Relationship Management(CRM) software allows companies to nurture leads and build relationships.
Businesses need to use such platforms to keep lead generation organized.
Teams can view the sales funnel status for every prospect and discover potential lifetime value and company revenue.
What is the Average Pricing for CRM Software?
Is there any free CRM for small business?
Salesforce, Monday.com, Pipedrive, Freshsales, Oracle, Keap, HubSpot offer enterprise-ready customizable solution.
What are the Advantages of CRM Software?
Below are the advantages of CRM software.
What are the Disadvantages of CRM Software?
Below are the disadvantages of CRM software.
These tools offer the in-depth analytics required to make intelligent decisions and identify customer trends and behaviors.
However, you sometimes have the option to integrate CRMs (monday.com and Zoho are two examples).
CRM software works by taking inputs about leads, sales, and customers before bringing everything together.
Smaller companies can also use affordable or even free plans until they can afford something more complex.
Yes it’s possible for you to use Excel or Google Sheets as a CRM tool.
Excel lets you add tables and update processes as you go along.
However, using Excel as a CRM requires much more manual work than custom-made CRM solutions.
Yes, you’re free to use CRM apps to invoice.
Some have invoicing features and payment service provider (PSP) integrations, such as Bonsai.
However, its worth double-checking before you commit to a service; invoicing features arent universal to CRM platforms.
You may also want to check out thebest invoicing softwareand discover tools specifically designed to meet those needs.
References
1.CRM statistics
Whats next?
Mobile CRM Systems to Help Your Business on Go
