- Flexible CRM tailored to team collaboration
- Customizable workflows for unique processes
- Seamless integration with essential tools
- Versatile project management features
- Full access, no credit card required
- Pipelines for effective deal tracking
- Powerful automation capabilities
- All-in-one software with customization
- Scalable platform tailored for enterprises
- Extensive integration capabilities
- User-friendly platform for growing businesses
- Free CRM with strong marketing automation
- Ideal for inbound marketing
- Multiple AI-powered automations
- Over 750 integrations
- Free expert assistance included
- All-in-one tool with invoicing, payments & AI
- Great for service-based small businesses
- 7-day free trial
- CRM and project management in one
- Task management and automation features
- Customizable workflows for any business size
Why Your Business Needs CRM Software
1. Increased Sales
- More effective client contact increases sales.
- Collaborative tools assist your sales team in closing deals.
2. Better Customer Retention
- Practical feedback tracking ensures your customers stick around longer.
- Integrated, comprehensive views of customer data help you deliver better service.
3. More Efficient Sales Pipeline
- A CRM makes it easy to see your full funnel.
- Specific reporting helps establish pipeline weak points.
4. Easy Digital Marketing Tools
- CRMs help marketers prepare and track email campaigns.
- Easily incorporate sales and marketing data for more useful results and a higher conversion rate.
How to Choose the Right CRM Software for Your Business
1. Setup Time
- Cloud-hosted products can be deployed faster than on-premises ones.
- Look for a CRM with good customer service and a large user community to resolve setup problems.
2. Ease of Use
- Many CRMs put a strong focus on ease of use.
- Find a tool with good data visualization that provides efficient apps to help your agents enter and access data on mobile.
3. Price
- Most CRMs offer a free trial to help you assess the tool at no cost. CRMs range in price from “free” to “high-ticket enterprise sales”; uncover one that works in your budget.
4. Add-ons
- What does the CRM offer barring lead capture and outreach? Think about a tool with a rich integration hub to benefit from connections with other services you use.
5. Customer Service
- What hours is the support team available? Look for a support team in your time zone and that provides more than simple ticket support.
6. Interface
- Is the CRM you want visually appealing? Opt for a tool that makes it easy for your salespeople to envision their diary and top-priority appointments.
Our Top 3 Picks
- 1excellent9.2
Customizable CRM option for businessesCustomizable CRM option for businessesRead monday sales CRM ReviewGreat for - No-code fully-customizable CRM
Price - $8 per seat per month (3 seat minimum)
Free trial - 14 days
It's easy and intuitive to get set up with monday sales CRM. You can customize almost anything to your needs–no IT needed. The seamless Gmail/Outlook integration means you can communicate with clients in one place, as well as log and track all your activities with them. 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.
The platform is super intuitive but also capable of handling complex sales processes. You can manage your post-sales too, like client onboarding and client projects. monday sales CRM saves you time by automating manual work.
monday sales CRM Pros & Cons
PROS
Integrates with most tools you already useAutomations eliminate manual workHandles post-sales processes & projectsCONS
Price can be an obstacle - 2good8.4
All-purpose CRM to support businesses
Free TrialRead Pipedrive ReviewGreat 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.
Pipedrive Pros & Cons
PROS
Great for lead trackingPopular chatbot toolStrong mobile capabilitiesCONS
Not ideal for larger businessesNo native helpdesk creator - 3exceptional9.9
Top customer service and relationship tools
30-day Free TrialRead Salesforce ReviewA fully packed, cloud-based, scalable CRM with market recognition and a loyal user base, Salesforce has plenty going for it already. And it keeps evolving, which is one of the reasons it sees little turnover in companies once they embrace it. This powerhouse CRM offers a substantial advantage and many appealing features, one of them being the slate of add-ons that allow it to grow with whatever business is using it.
Salesforce offers every sales tool you can think of as well as a dynamic web of products that essentially allow you to customize your experience and scale the technology with your company’s growth. It features AI-backed lead scoring, a built-in communication tool called Chatter, and integrated invoicing, as well as the capacity to connect clients’ custom apps via Heroku cloud to the market. Add that to the array of standard sales, CS, and marketing tools and you can see why Salesforce is often the go-to CRM for larger companies.
Salesforce Pros & Cons
PROS
Highly customizableScalable without limits—usable by the largest organizationsLarge app ecosystem, over 3000 apps available.CONS
Expensive compared to the competitionComplex, can be difficult and expensive to set up
