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Last Updated: Apr 2024

The Best Client Management Software of 2024
Get closer than ever to your customers

Whether a small business or enterprise-level corporation, you can start managing more high-value leads with the right client management software.

Top CRM Services for Your Business
Editor's Choice
HubSpot
HubSpot
exceptional
9.8
Join 135,000+ customers
View Plans
Pipedrive
Pipedrive
excellent
9.2
Powering 100K+ companies
View Plans
monday sales CRM
monday sales CRM
excellent
9.0
Trusted by 100,000+ teams
View Plans
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We find the 10 best options, so you can make informed decisions on tons of products and services.

Why Your Business Needs CRM Software

  1. Increasing Sales
    ∙ Streamlined client contact boosts sales.
    ∙ Collaborative tools helps salespeople close the deal.
  2. Improving Customer Retention
    ∙ Effective feedback logging keeps customers around longer.
    ∙ Integrated “360 degree” views of customer data help you serve them more effectively.
  3. Streamlining Your Sales Funnel
    ∙ A CRM makes it easy to visualize your funnel.
    ∙ Granular reporting helps identify pipeline weak points.
  4. Easy Online Marketing Tools
    ∙ CRMs help marketers plan and track email campaigns.
    ∙ Easily integrate sales and marketing data for better results and a higher conversion rate.

How to Choose the Right CRM Software for Your Business

  1. Setup Time
    ∙ Cloud-hosted solutions can be deployed faster than on-premises ones. 
    ∙ Look for a CRM with good support and a large user community to easily resolve setup difficulties.
  2. Ease of Use
    ∙ Many CRMs put a strong emphasis on ease of use. 
    ∙ Find a tool with good data visualization and that provides streamlined apps to help your salespeople enter and access data on the go.
  3. Price 
    ∙ Most CRMs offer a free trial, to help your team evaluate the tool at no cost. CRMs range in price from “free” to “high-ticket enterprise sales”; find one that works within your budget.
  4. Add-ons
    ∙ What does the CRM offer besides lead capture and outreach? Consider looking for a tool with a rich integration library to take advantage of connections with other services you may use.
  5. Customer Service
    ∙ What hours is the support team available? Look for a support team accessible in your time zone and which provides more than simple ticket support.
  6. Interface
    ∙ Is the CRM you’re considering visually pleasing? Opt for a tool that makes it easy for your salespeople to visualize their diary and priority appointments.

Our Top 3 Picks

  • 1
    HubSpot

    HubSpot

    HubSpot’s CRM software is free and therefore best suited to small businesses that only need the core essentials. That said, it’s earned high reviews and offers a solid line-up of tools that make it worth considering for SMBs looking to increase sales.

    HubSpot CRM has a clean dashboard that lets you sort deals and track all pertinent information which can be sorted by lead status, name, amount, or by custom filters, all so businesses can view their sales funnel in real-time. The software syncs up with Gmail and Outlook and includes tons of free communications tools such as live chat, cross-team emails, and a central inbox for sales, marketing, and customer service teams to manage conversations.  

    Most notably, HubSpot allows an unlimited amount of users and storage that can reach up to a million contacts. While limited for clients with advanced needs, HubSpot exceeds what you’d expect for free software and is a capable solution for small businesses looking to improve organization and productivity.

    Pros
    • Free CRM
    • Unlimited users
    • 1160 app integrations
    Cons
    • Advanced features only in the premium versions
    • Costly premium options
  • 2
    Pipedrive

    Pipedrive

    Great for - First-time CRM users

    Price - Starting at $14.90

    Free trial - 14 days

    Another accessible CRM tool, Pipedrive fills in the gaps left by Monday and other competitors in its field, namely with lead-tracking and other sales-based reporting tools.

    Pipedrive offers a simple yet sophisticated interface that more than makes up for it with its ability to represent the sales process in graphic form. It is a worthy tool for keeping track of contacts, improving communication both within and outside of the team, and keeping close tabs on sales and possible deals. Add in automated call tracking, a popular chatbot feature, and a ready-to-use platform, and you have a CRM tool that offers a solution to most of the needs of small- to medium-sized businesses. 

    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
  • 3
    monday sales CRM

    monday sales CRM

    Great for - Visual thinkers

    Price - $8 per seat per month (3 seat minimum)

    Free trial - 14 days

    Monday sales CRM manages to provide a wealth of CRM features without overloading the user. Its visually stunning interface is remarkably accessible, with automated workflows and easy-to-use collaboration features. But there’s more underneath the surface, making it surprisingly capable both for those who only utilize its core features as well as those who need more advanced tools.

    From small businesses to enterprise organizations, monday sales CRM offers an approachable, scalable CRM that can adapt to almost every user’s needs. 

    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
Editorial ReviewsRead all reviews
Editorially researched
Unbiased information
Highlights, pros & cons
HubSpot
HubSpot
HubSpot
Read Review
Pipedrive
Pipedrive
Pipedrive
Read Review
monday sales CRM
monday sales CRM
monday sales CRM
Read Review
Read all reviews