Comparing the Best CRM Software
Customer Relationship Management (CRM) software puts you in control of your business so that you can keep track of sales, leads, customer interactions and much more. CRM replaces the horde of spreadsheets, databases and applications into a centralised system. The result is organization, efficiency, better time management, and happy clients.
Let’s compare the top CRM software in market.
Monday.com
Monday.com is the project management tool that automates workflows and helps you manage different projects seamlessly. It is the ultimate tool that fosters and facilitates seamless activities among teams with an innovative, user-friendly, and flexible interface.
Key Features
- Sophisticated dashboard and easy to use checklist
- Third party integrations
- Attractive and user-friendly interface
Pros & Cons
- Visual Tools
- In Built Time tracker
- Customizable dashboard
- Full features only on top tier plans
- Long wait times with support
Pipedrive
Pipedrive is a customer relationship management (CRM) software used by over 100,000 companies across the world. It offers a range of sales-focused and user friendly features that small to medium businesses(SMBs) may find attractive. With its simple and highly customisable interface, you can easily visualise your sales process and tailor-fit the tools to your business needs.
Key Features
- Customizable dashboard with drag-and-drop features
- Smart forecasting
- 280 third-party integrations
Pros & Cons
- Affordable plans
- Strong Mobile app support
- Quick and easy set up
- Limited features for its low-tier plans
- No free version
HubSpot
HubSpot’s marketing dashboard gives you an overview of your marketing performance, including website traffic, email opens, and conversion rates. This data is presented in an easy-to-understand format so that you can quickly identify areas for improvement.
Key Features
- Email integration and automation
- Built-In Service Request/Live Chat Functionality
- Easy-to-Use Marketing Platform
Pros & Cons
- Everything you need in one place.
- Free (forever) plan
- Excellent customer support
- Limited features on the free plan
Freshsales
What is Freshsales? Freshsales is a Customer Relationship Management(CRM) tool designed for small and medium – sized businesses to enhance sales and marketing capabilities, including inbuilt chat and phone functionalities.
Key Features
- Multiple pipeline management
- Advanced lead scoring
- Smart forms and event tracking
Pros & Cons
- Clean, simple, and easy to use
- Sales process is flexible
- Excellent customer support
- Cannot export data to a third-party solution
- The lead generation tool is not available on every plan.
Salesforce
Salesforce is a customer relationship management (CRM) tool that employs cloud-based features in helping businesses deeply understand their customers and ultimately drive more sales. Salesforce Inc., a well-known American firm, is the brain behind this technology.
Key Features
- Chatter application for discussions
- Availability of mobile app
- Inclusive marketplace known as AppExchange
Pros & Cons
- Easy to scale
- Incorporates MFA (Multi-Factor Authentication) and SSL (Secure Socket Layer)
- Third party integrations
- Extra costs for add-ons
- Too complex for small businesses.
Capsule
Capsule is a Customer Relations Management (CRM) software designed to facilitate effective communications and relationships between businesses and their clients and leads. Typically, it boosts the productivity of your business in every area that has to do with generating leads, marketing, making sales, and supporting your customers.
Key Features
- Sales forecasting
- Contact management
- Optimum security & permissions
Pros & Cons
- Amazing integration option
- Reminders for leads not in contact for a while
- Reasonably priced
- No in-built function for email marketing
- Most features restricted for free users
Zoho CRM
Zoho CRM is a customer relationship management software (CRM)designed to help businesses streamline their operations to provide excellent value to their clients. It offers a suite of tools for managing and monitoring every aspect of the business, from its customers to sales and marketing efforts, including sales pipeline and forecasting.
Key Features
- Sales Force Automation
- Canvas Design Studio
- Predictive Sales with Zia
Pros & Cons
- Easy to use
- Affordable
- Multiple plans and features
- Lots of customisations needed to start
- Limited features on low tier plans
Oracle CRM
Oracle is a customer relationship management (CRM) service provider that offers a variety of CRM marketing and program solutions to small and medium businesses. Its features include customer segmentation, lead management, and opportunity management.
Key Features
- Customer Segmentation
- Lead Management
- Sales Pipeline Management
Pros & Cons
- On demand technology on mobile
- Easy to use
- Cloud based
- Hard to set up without Oracle support
- Customisation might be challenging
Zendesk Sell
Zendesk Sell is a comprehensive Customer Relationship Management(CRM) software solution designed to help businesses coordinate their full range of sales and customer management processes.
Key Features
- Email integration and sync
- Sales engagement tools
- Task automation for uninterrupted workflow
Pros & Cons
- Mobile app
- Helpful analytical tools
- Integrated calling
- Very basic social media automation
- High priced
Keap
Keap is a cloud-based sales and marketing solution that combines a CRM program, marketing automation, and e-commerce functionality into one package. Keap assists small businesses in various industries with sales automation and customer experience management.
Key Features
- Manual addition of contacts
- Keap tags for contacts classification
- Inbuilt appointment management functionality
Pros & Cons
- Client segmentation
- Campaign builder
- Easy to use
- Training needed to use
- Limited contact storage and reporting
Quickbase
Quickbase is a cloud-based application development software that serves as both CRM and sales management software. Consider a situation in which you can either get software limited to just one function or one that will allow you to build many applications that serve different functions within itself.
Key Features
- Availability of application templates
- Integrations management
- Centralizes information from different sources
Pros & Cons
- Easy to customise
- No hardware needed
- Third party application integration
- Customer service is available only via online form
- Limited real time connection
Sage
Sage CRM is a Customer Relationship Management software for small to medium-sized businesses. It is an advanced CRM solution that comprises three core modules: Sales, Customer Service, and Marketing.
Key Features
- Sales revenue forecasting
- Powerful salesforce automation
- Contact and account management
Pros & Cons
- Constant updates make it current and relevant
- Easy to use
- Third party application integration
- Sage CRM has a restricted number of compatible apps.
- Support is limited and slow
Constant Contact
Constant Contact is a digital marketing platform helping businesses stay in touch with their customer base and helps them make the most out of their leads.
Key Features
- Customer behavioural tracking
- Records customer touchpoints and engagements
- Dynamic database best for follow-ups
Pros & Cons
- All-in-one suite to improve your digital marketing efforts
- Fully automated campaign tracking
- Solid analytics to monitor and optimise your campaigns
- Excellent productivity workflows
- Some tools are still under development
- It can be expensive if you have thousands of contacts in your email list
