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Top 10 Best CRM Software & Systems in 2023

Last Updated: Jul 30, 2023

Top 10 Best CRM Software & Systems

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As the lifeblood of any business, customers must be managed well, guided through the entire sales process, and given a wonderful experience at every point they engage with your business. Customer relationship management (CRM) software can be the key to taking care of your customers and prospects and increasing sales.

CRM systems are software tools that enable you to collect prospects’ contact data, set up customer profiles, record client interactions with your company’s sales reps, and build customer relationships. Using this kind of software, managers can understand what happens at every step of the customer’s journey, while reports generated from the stored data can help to identify sales opportunities. Many CRM systems usually also contain features for marketing automation, running email campaigns, third-party integrations, and more.

Using CRM software can benefit large and small businesses in many ways:

Streamlining processes for customer management
Improving the buyer experience
Generating more sales

This kind of software saves time recording customer details and helps you personalize their interactions with your company, helping create loyalty to your brand. Moreover, CRMs store and analyze data, enabling you to get valuable insights into what your business is doing well and what needs to improve.

With so many CRM options available, we’ve reviewed several choices and concluded that Pipedrive is the best CRM software on the market. It’s straightforward to use if it’s your first time incorporating CRM into your business, and it has a free trial so you can confirm whether it meets your needs. Its paid plans are cost-effective and have plenty of features, providing value for money.

Our Top 10 Best CRM Software and Systems:

Pipedrive - Best CRM software overall
monday sales CRM - Best for its customizability
HubSpot - Best for startups and small businesses
Salesforce -
Capsule - Best for users seeking a simple solution
NetSuite - Best for enterprises
Quickbase - Best for new businesses
Less Annoying CRM - Best for small businesses
Zoho - Best for beginners and expert users
HoneyBook - Best for freelancers and solo entrepreneurs

Award-Winning Software

1

Pipedrive -All-purpose CRM to support businesses1,600 reviews

by

exceptional

9.7

Free Trial

2

monday sales CRM -Customizable CRM option for businesses3,060 reviews

by

excellent

9.3

3

HubSpot -Free CRM for startups and small businesses617 reviews

by

excellent

9.2

4

Salesforce -Top customer service and relationship tools383 reviews

by

excellent

9.0

5

Capsule -A simple online CRM41 reviews

by

good

8.4

6

NetSuite -Unified solution for enterprises18 reviews

by

very good

8.7

7

Quickbase -DIY approach to custom business appsRead review

good

8.4

8

Less Annoying CRM -A straightforward, easy-to-use CRM for SMEs5 reviews

by

good

8.2

9

Zoho -Feature-filled CRM solution for all business sizes4,502 reviews

by

very good

8.7

10

HoneyBook -End-to-end customer management tools262 reviews

by

very good

8.6

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1

Pipedrive

exceptional

9.7

Pipedrive The Best CRM Software

All-purpose CRM to support businessesVisit Site

Best for - Salespeople
Price - $9.90 per month per user, billed annually
Free trial - 14-day trial

All-purpose CRM to support businesses

Pipedrive is an award-winning CRM software designed by salespeople to enable sales teams to sell effectively. Plans include extensive CRM and security features, sales, email marketing, web visitor tracking, lead generation, automation, insights and reports, and more, making Pipedrive a value-for-money option, especially when you can save up to 17% on annual plans. It works for startups, small and medium-sized businesses (SMBs), and enterprises. It provides workflow automation, which saves time and boosts productivity by removing repetitive tasks.

Pipedrive has extensive customer relationship management features, a mobile app to serve clients on the go, and a marketplace filled with more than 350 apps and integrations to streamline operations, improve customer service, and generate greater revenue. It takes an activity-based selling approach, focusing on actions that will lead to deals and sales.

You can take advantage of the 14-day trial to test Pipedrive, switching between different plans to figure out which one works best for your business. No credit card is needed, and you’ll get full access to the features. However, every plan, except Enterprise, has a feature usage limit that can be increased when you upgrade to a higher plan.

Customer support is comprehensive, with support via phone, email, and live chat 24/7. You can also find FAQs, a blog, and other resources to guide beginners.

Read Pipedrive Review

PROS

Free trial available for 14 days

Comprehensive customer support

Extensive features plus apps and integrations

CONS

Live chat only available for paying customers

Additional costs when you add more integrations

Pipedrive

2

monday sales CRM

excellent

9.3

Monday The Best CRM Software

Customizable CRM option for businessesVisit Site

Best for - Project managers
Price - $10/seat/per month when billed annually
Free trial - 14-day trial

Customizable CRM option for businesses

monday sales CRM is a product of monday.com—a project management software—with many features for managing your team, contacts, tasks, and sales processes. A free-forever version is available with limited features; it offers two seats, up to 1000 contacts, and web forms to capture leads. Higher-tier plans have minimum seat requirements, meaning you might have to pay for more than you need. A free 14-day trial enables you to test its plans, although the software can be a bit complex for beginners.

Top features include advanced account management, an unlimited contact database, and app integrations. Communications are centralized and tracked, and customer data can be imported or merged automatically if duplicates exist. Your sales team can view deals, progress reports, and sales forecasts, generate and score leads, and set up unlimited customizable sales pipelines and dashboards. You can automate sales processes without any code.

The software also provides insights on team performance, tracks activities, and keeps call and meeting logs. Customer support is available 24/7 through the help center, which has learning resources, community forums, and an online form to get in touch via email. However, there’s no live chat or AI chatbot as a point of contact.

Read monday sales CRM Review

PROS

Team tracking and insights

Customizable features

Unlimited contacts

CONS

Plans require you to pay for a minimum number of seats

Training on CRM implementation may be inadequate

monday sales CRM

3

HubSpot

excellent

9.2

HubspotCRM The Best CRM Software

Free CRM for startups and small businessesVisit Site

Best for - Startups and small businesses
Price - Free
Free trial - N/A

Free CRM for startups and small businesses

HubSpot is a free CRM with enough features for individuals, startups, and small businesses to manage up to one million contacts and generate sales. However, as your company grows, you may need to scale HubSpot by using its premium options, which offer extensive functionality and 24/7 user support.

If you need a bit of mobility in your business, HubSpot free CRM has an app for the sales team to contact leads via mobile, video call customers, and message them through email and integrated live chat. You can also scan business cards and obtain contact data, take notes outdoors, or set reminders.

HubSpot Free CRM tracks sales activity in real time and displays a dashboard to visualize the entire sales pipeline. You can compile data on your business and obtain detailed reports on team performance and sales activities. Moreover, you can personalize and send emails, make calls directly from the CRM, or get alerts when a lead opens your email.

Finally, Hubspot enables you to automate many functions—such as email campaigns—and streamline your operations. There are tools for lead generation automation, contact management, ad management, and task management, plus 1160 app integrations to boost your productivity and marketing.

Read HubSpot Review

PROS

Free CRM

Unlimited users

1160 app integrations

CONS

Advanced features only in the premium versions

Costly premium options

HubSpot

4

excellent

9.0

Salesforce The Best CRM Software

Top customer service and relationship toolsVisit Site

Best for - Customer service
Price - $25/user/month, billed annually
Free trial - Yes

Top customer service and relationship tools

Salesforce’s CRM solution—Customer 360—goes beyond customer relationship management to provide solutions for marketing, sales, commerce, and customer service. Its extensive features and customization capabilities help you manage your contacts, automate your workflow, connect with team collaboration tools, and give customers the best experience. Most top features are only available in higher plans, but you can still get good features on the basic plan.

Customer 360 shows activity histories, key contacts, and communications. It integrates with Outlook email and Google apps, and Slack is used as its communications solution for employees, partners, and customers. You can also manage tasks and view customer engagement in one place.

Automate and customize processes using tools like the Lightning Flow Automation process builder. Get multiple insights through the company’s AI-powered analytics. Sales teams can collaborate on deals and see the entire pipeline. Furthermore, the Salesforce mobile app makes it possible to sell from anywhere and get real-time forecasting.

Salesforce customer support is available on the Learning page. It features blogs, success centers with expert guidance, digital learning and discussion events, and more. However, live chat has been unavailable, and was replaced by a chatbot that didn’t resolve the issue that I asked about.

Read Salesforce Review

PROS

Extensive features

Adaptive and customizable software

All-in-one solution for marketing, sales, and commerce

CONS

High plan prices

Inadequate implementation support

Salesforce

5

Capsule

good

8.4

Capsule

A simple online CRMVisit Site

Best for - Beginners seeking a simple solution
Price - $18/user/month
Free trial - 14-day trial

A simple online CRM

Capsule is a simple CRM with basic features that can help you reach some of your targets in contact management, sales and marketing, and project management. It has a limited free version, with up to 250 contacts, 50MB of file storage per account, and 1,000+ Zapier integrations and automations. The Professional, Teams, and Enterprise plans contain additional features, like up to 200,000 contacts and up to 40GB of file storage.

There are few sales features on Capsule, and workflow automation—which streamlines the sales process by automating it—is still in the Beta stage of development. You can customize your sales pipeline, track potential deals, and assign tasks to the sales reps. Moreover, you can get insights into sales conversion rates and pipeline milestones or reports on lost opportunities and pipeline growth.

Team collaboration is possible through shared mailboxes. Capsule’s mobile app for iOS and Android enables you to work from anywhere.

Customer support involves a video library, an online query form, and blog posts. It may take a few hours for a Capsule customer to get an answer through the customer support channels. Capsule also limits customer training and implementation support to those using the Enterprise plan.

Read Capsule Review

PROS

Straightforward to use

Introducing new features, like email marketing

Integration with accounting platforms

CONS

Workflow automation still in Beta

Capsule

6

NetSuite

very good

8.7

NetSuite

Unified solution for enterprisesVisit Site

Best for - Enterprises
Price - Quote-based
Free trial - Yes

Unified solution for enterprises

NetSuite CRM is an Oracle product providing unified solutions for customer management, transactions, sales and marketing, and analytics for enterprises. You can access the site via desktop or mobile to update data on sales, customers, calendars, timesheets, etc. NetSuite pricing is quote-based; it involves a setup fee, an annual license fee, a per-user price, the core platform, and selected module fees.

NetSuite software gives a 360° view of the customer, outlining their preferences and pain points. Built-in reporting and analytics provide insights into buyer engagement, sales metrics, and lead activities. Partner relationship management tools enable the exchange of information between partners in real time. NetSuite also measures customer service metrics such as call resolution and satisfaction to ensure customer experience remains high.

NetSuite automates sales and marketing and provides forecasts to boost team performance and build predictability into the sales process. You can analyze actual sales or projections to identify opportunities in the sales pipeline. It uses native app integrations, which means additional tools, such as payment processors, are built into the CRM software.

Customer support is available 24/5, Monday to Friday, from 8am to 5pm. Other customer resources include webinars, data sheets, detailed blogs, and more.

Read NetSuite Review

PROS

Built-in tools and features

Customizable CRM

Free product tour

CONS

Too many personal details required on online forms

Pricing is not readily available without a quote

NetSuite

7

Quickbase

good

8.4

QuickBase The Best CRM Software

DIY approach to custom business appsVisit Site

Best for - New businesses
Price - $500
Free trial - 30 days

DIY approach to custom business apps

QuickBase’s cloud-based CRM lets you build business apps and customize your own experience. No coding knowledge is needed; you can choose from a number of templates, upload your own sheets, and create workflows with an easy point-and-click process. Other features include full API integration, role-specific dashboards, and ready-made apps for custom reports. In spite of—or more likely because of—QuickBase’s DIY capabilities, there’s an active online community where users trade tips and creative solutions.

Read Quickbase Review

PROS

Build your own business apps

No coding needed

Lively community discussion boards

CONS

No service automation

More suited to autonomous users

Quickbase

8

good

8.2

Less Annoying

A straightforward, easy-to-use CRM for SMEsVisit Site

Best for - Small businesses
Price - $15/User/Month
Free trial - 30 days

A straightforward, easy-to-use CRM for SMEs

Less Annoying CRM is a customer relationship management tool that works hard to keep things simple for users. You won’t find any fancy AI automation or highly detailed reports on your sales, and there are no marketing tools to speak of. But many small business owners don’t need all those extras and indeed will prefer Less Annoying CRM’s stripped-down approach.

Larger businesses will find Less Annoying CRM’s lack of integration options and deeper customization frustrating. However, the straightforward pricing and excellent on-boarding experience make Less Annoying CRM perfect for those who just want a central place to manage their tasks, contacts, events, and calendar.

Read Less Annoying CRM Review

PROS

Simple to use

Clear pricing model

CONS

Few advanced features

No automated workflows

Less Annoying CRM

9

very good

8.7

ZohoCRM The Best CRM Software

Feature-filled CRM solution for all business sizesVisit Site

Best for - Beginners and expert users
Price - $12/user/month, billed annually
Free trial - 15-day free trial

Feature-filled CRM solution for all business sizes

Zoho CRM is a feature-filled sales software for all types of business sizes, offering solutions in automation, product customization, marketing, CRM data security, and sales analytics. Its many features can be overwhelming to a new user. Its pricing plans are cost-friendly, but you must pay for the higher tiers to access extended features. You can, however, save up to 34% by paying for the annual plans instead of the monthly ones. A mobile app is available to stay on top of your business on the go.

The software saves time for your sales team and boosts productivity by handling mundane and repetitive sales tasks, freeing your reps to focus on nurturing leads and closing deals. Zoho CRM automates lead generation, captures customer information from social media, websites, and other sources, and directs customers to the ideal sales reps. Its AI-powered analytics engine helps you visualize your sales pipeline and get insights on lost deals.

Account management is straightforward, as you can manage contacts and track conversations throughout the buyer’s journey. Customer support is top-notch, with many resources to explore: guided tours, documentation, guides, FAQs, tutorials, ebooks, and more. The live chat response was instant, and the agent was informed and friendly.

Read Zoho Review

PROS

Extensive feature suite

Comprehensive customer resources

Flexible contracts with no hidden costs

CONS

Most features only available in higher-tier plans

Software features can be overwhelming

Zoho

10

HoneyBook

very good

8.6

End-to-end customer management toolsVisit Site

Best for - Freelancers and solo entrepreneurs
Price - From $16 per month
Free trial - 7-day free trial

End-to-end customer management tools

HoneyBook positions itself as an all-in-one CRM that you can use to track leads, communicate with clients, and share documents. The tool has an intuitive workflow, allowing you to manage your clients through to invoicing and payments. There are some automation features and basic integrations like email, Calendly, and Zoom, but some enterprise users may find these options lacking. That means, although it offers unlimited team members with its subscription plan, it’s a platform best suited to freelancers and small businesses.

HoneyBook provides a hands-on, free migration and set-up service when you subscribe. This means that HoneyBook has a low technical barrier to entry for first-time CRM users. We found the platform easy to use, and the customer support via live chat knowledgeable and helpful. There is a knowledge base and a weekly live educational webinar that can help you get the most out of the platform. So even though there’s no phone support, there are plenty of other support channels if you encounter technical issues.

Why we chose HoneyBook: For its user-friendly and intuitive workflow and end-to-end pipeline system.

Read HoneyBook Review

PROS

Unlimited team members

Project management, invoicing, and payment features

Easy to use

CONS

Lack of 3rd party integrations

No phone support options

HoneyBook

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