30 Best CRM Software Tools (Free + Premium)

As the business world becomes more complex, it is critical that businesses have a CRM (customer relationship management) system in place to keep track of all important data and manage customer relationships easily. There are numerous factors that every business should consider in order to expand, particularly when it comes to attracting more customers, increasing visibility, better managing leads, and having excellent team collaboration. All of this, however, cannot be accomplished solely through the use of a single tool or through inefficient workflows.

In this blog post, we’ve compiled a list of the top CRM tools and software available right now to help you find the ideal one and find the best option for your company. These systems have it all, from customer data capture to customer interactions and customer retention! Learn more about CRM, its advantages, and more, before we look at the best ones.

What Is a CRM Software?

CRM software, expanded as customer relationship management software, is an essential piece of business software that helps companies manage their customer relationships in an efficient and effective way. It can help businesses to better understand their customers, create powerful marketing campaigns based on customer data, and track the progress of those campaigns.

Top Benefits of CRM Platform

Although CRM software can benefit a business in countless ways, we will be only covering some of their key benefits only. Here are a few of those:

• Showcases data visually via dashboards: This allows you to view key performance indicators (KPIs) and other relevant information in an easy-to-understand way. Dashboards allow team members to quickly consult

the information about their areas of responsibility, and make critical decisions based on this data.

• Improves customer retention: Allows quick addressing of customer concerns by providing sentiment analysis, automated ticking, customer support, and user behavior tracking.
• Provides enhanced customer segmentation: With this feature, you can identify and track the behavior of your different customer groups in a more detailed way. This information can be used to create targeted marketing campaigns that cater specifically to your target audience.
• Stores all information in its databases centrally: A good CRM software will allow you to store all your information in its databases centrally, which makes it easy to access and manage. This can save you time as you won’t have to hunt for data scattered throughout different systems.
• Automates sales reports: CRM software can help automate sales reports, which can help you to identify key trends and get an idea of what to expect from your future sales cycle performance. This information can be helpful in making strategic decisions about how best to allocate your resources and boost overall productivity.

Our Top Picks:

Best easy-to-use CRM	HubSpot CRM
Best customizable CRM	Zoho CRM
Best CRM for small businesses	monday sales CRM
Best CRM for large businesses	Pipedrive

30 Best CRM Software and Tools

In this section, we’ll discuss some of the best CRMs for small, medium and large businesses and help you decide which one is right for you.

1. HubSpot CRM

HubSpot CRM makes it to the top of our list due to its incredibly comprehensive free edition, ease of using and creating projects, flexible pricing, and incredible customer support. This powerful all-in-one business solution is perfect for small businesses (and businesses of all sizes), as it contains dedicated hubs for sales, marketing, and customer service. It is also regularly mentioned in the list of the best CRM for real estate too!

HubSpot CRM is the best free CRM software as it comes with tons of free tools like a blog idea generator, free business templates, invoice template generator, email signature generator, and the ability to manage up to a million (1,000,000) contacts! It is also one of the easiest, and most intuitive tools in our list, so users of any skill can navigate around it with little trouble.

This software is particularly popular in the software industry. HubSpot’s modular CRM software features flexible pricing, which means you can either buy its individual hubs or mix and match multiple hubs at a discounted rate.

Below are some alternative choices under the CRM software category that are surly to help you in your decision-making process of getting the perfect one, apart from HubSpot.

2. monday.com

monday Sales CRM is hands down the best CRM for small businesses looking to plan, track, and collaborate on any project.

What makes monday CRM the best is its simple and intuitive interface, high customizability, and large number of pricing options. That’s not all though. This small business CRM software also provides you with robust metrics and functionality you need to keep track of your business’s affairs.

monday CRM offers a free individual plan that comes with unlimited boards, over 200 templates, and dual members support. However, with monday CRM, you need not even think about that as their paid plans start at a deal price of just 8 dollars per user per month.

3. Salesforce CRM

Being used by big enterprises like Spotify, Amazon Web Services, U.S. Bank, Toyota, Macy’s, T-Mobile, and others, Salesforce CRM has to be one of the best CRM in the market for large businesses. It’s best for businesses that need advanced sales tools and won’t mind shelling in money for achieving scalability. For companies that rely heavily on building customer relationships, and required more integrations for offering better solutions, this tool is also considered to be one of the best SaaS CRM software with countless benefits to offer to the users.

Salesforce CRM showcases real-time data from dashboards and custom reports, offers mobile apps for iOS and Android devices, derives actionable insights from real-time customer data, and creates territory models, sales forecasts, and vital reports. We also love how this CRM software integrates with other accounting, sales, and CRM solutions such as Zuora, Zendesk, Ambassador, FinancialForce ERP, LeadExec, Desk.com, TeamSupport, and more.

While Salesforce CRM pricing starts at $25, big businesses would be better off investing in their Enterprise plan that provides deeply customizable sales CRM for your business. The plan costs a whopping $150 per month, but considering how Salesforce can provide the right digital infrastructure, technical support, and comprehensive features that big companies need, it’s worth investing in!

Salesforce CRM is also one of the best CRM for real estate as it can help real estate agent reps at every aspect of their real estate business with its user-friendly automation options.

4. Pipedrive

Pipedrive is an all-in-one sales platform and the first CRM designed by salespeople, for salespeople. While it is popular amongst small businesses, Pipedrive is specially designed to meet big businesses or enterprises’ B2B CRM needs. This is proven by the fact that the software is being used by PriceWaterhouseCoopers, the United States-based Professional Services organization with 2,84,000 employees and revenues of $43 billion, and Escorts Limited, an Indian-based Manufacturing organization with 10,000 employees and revenues of $17 billion.

What makes Pipedrive so popular amongst big businesses is its easy-to-use interface and design, an activities-focused design that lets you schedule and prioritize calls, emails, and lunches, and easy analytics to display and understand your sales process down to a science level.

Big businesses and enterprises can subscribe to either Pipedrive’s Advanced Plan + or Enterprise plan. The former plan costs around $40 and comes with one-click calling and call tracking, eSign, a contracts manager, and a revenue projector. The latter plan costs around $60 and comes with unlimited user permission and visibility settings, heightened security preferences, and implementation program and phone support.

5. Zendesk as CRM

Zendesk is another leading B2B sales CRM system built to meet enterprises’ and big businesses’ CRM needs. The software’s specialty is its self-service portal, real-time push notifications, activity reporting, and email template automation. It also comes equipped with sales prospecting functionality that lets any business tap into a market of over 200 million professionals to identify prospects and create targeted lists full of verified, robust, and current records.

ZenDesk’s list of other customizable sales CRM features includes activity reporting, a sales dashboard, reporting, out-of-the-box integrations, prospect discovery and verification, and lead management amongst others.

ZenDesk’s suite enterprise plan costs $150 per user. While this is sure enough expensive, for corporates with money to shell, the return can be enormous as the plan comes with advanced functionalities like custom team roles and permissions, advanced knowledge management, customizable agent workspaces, robust APIs, and other sought-after entrepreneurial features.

6. Notion CRM

Notion is a great all-in-one flexible CRM software for a small-medium-sized startup that needs to handle its spreadsheets, accounting, project management, and customer relationship management. Their CRM tool features convenient export features so you can move to whatever system you choose.

Notion’s sales funnel gives you a clean canvas to define only the fields you need to track leads. You can keep notes on every touchpoint as each record has its own Notion page.

Notion CRM is available as a free-to-use software. Those looking for more comprehensive features can either opt for its Personal (start at $4/ month/ user) or Team plan (start at $8/ month/ user), which are one of the most affordable in the CRM marketplace. Download Notion today if you are looking for great knowledge management software with in-built CRM.

7. ClickUp CRM

Loved by highly productive teams of all sizes, ClickUp is one of the highest-rated project management and CRM software that small businesses can get their hands on. Super flexible to adapt to your needs with ease, this CRM software packs in a wide variety of features that help the company’s project, customer success, sales, and finance teams.

ClickUp CRM comes with CRM views, dashboards, email project management, automation, custom task statuses, assigned comments, and custom fields. The software comes with a sleek and user-friendly interface with drag-and-drop functionality, so even those with little technical knowledge can get started with it with little to no difficulty.

ClickUp CRM is one of the best free CRM software for small businesses in the market as it offers a free forever plan that comes with tons of benefits like unlimited users, unlimited tasks, 100MB data storage, and 24/7 customer support. Paid plans start at just $5 per month, making it one of the most affordable CRM. We also love how ClickUp CRM comes with extensive integration capability, as it provides native integration support for 50+ tools including Salesforce, HubSpot, Evernote, and Google Drive to supercharge your CRM activities.

8. Asana CRM

Asana CRM is one of the best free CRM for small businesses, as its free version comes with unlimited tasks, unlimited projects, unlimited messages, and unlimited file storage, besides other Asana’s standard features including list view projects, board view projects, calendar view, mobile app, and extensive integration capability. The free version allows collaboration with up to 15 teammates – which is a dream come true for any small business owner. Even its paid plans are super-affordable and start at just $11 per person per user.

Another reason why Asana CRM is great for small businesses is due to its extensive integration capability. The app provides native integration for over 200+ apps including popular ones like Google Drive, Microsoft Teams, Power BI, Adobe Creative Cloud, Jira, and Zapier.

So, go for Asana CRM if you are looking to streamline your intake and routing of pre-sales support requests, automatically onboard new customers, and deliver outstanding service and support to customers on time and within budget.

9. Airtable CRM

Airtable, a popular data organizing, and team collaboration tool, while not a full-fledged CRM, can be used as one due to its CRM-like data organization capabilities. For small businesses, it can act as a cost-effective alternative to CRM software, as it can gather sales information, determine your sales process, and format your database properly.

To start using Airtable as CRM, firstly, review Airtable’s premade templates for a multitude of purposes like sales stages, opportunity names, and accounts. Then, gather your sales information, and define your sales process. After that, you would need to set up a CRM workspace by manually creating a base and importing sales data.

Once Airtable CRM is configured, you can use it to track sales activities such as introductions, follow-ups with prospects, and lead nurturing activities. All this can be done for free as Airtable CRM offers a free version, which comes with support for up to 5 creators or editors, unlimited bases, 2GB of attachments per base, and other features. Paid plans are also affordable, and start at just $10 per user.

10. Octopus CRM

As a networking-cum-hiring platform, LinkedIn enjoys a special place in big corporations and enterprises. But improving prospecting and lead generation on LinkedIn isn’t easy. All-in-one LinkedIn automation CRM’s like Octopus is designed for the sole purpose of achieving the same.

This CRM software allows you to mass message (and auto-endorse) 1st level connections, auto-view hundreds of LinkedIn profiles per day, and send personalized connection requests in bulk.

What’s great about Octopus CRM is its affordable plans. However, that’s expected as the software is highly niche-oriented. The most expensive plan costs just $25 per month and comes with features like personal CRM with stats, auto-invitation, LinkedIn lead generation funnel, and others. Octopus CRM offers no free version, but a free trial is available, so one can use the software for a while before deciding to commit to one of its paid plans.

11. Streak CRM

Streak is a great cloud-based CRM solution for small enterprises looking to manage their projects and fundraising campaigns via Gmail. This is one of the best CRM for Google users as it comes with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly.

This CRM tool puts the pipeline on autopilot by capturing contacts and emails and providing a 360 degrees overview of the pipeline via tasks and reminders. With its native mobile apps, users can share and update critical information with team members even from remote locations.

Streak CRM comes with a free version featuring decent storage volume, which is why we would also call it one of the best free CRM for small businesses in the market. Mid and large-scale businesses looking for advanced functionalities like deep customization and data validation would need to opt for one of their paid plans.

12. Nutshell CRM

Nutshell is one of the best examples of CRM software for small businesses and sole proprietors as it is extremely affordable, easy to use, and packs in decent functionalities.

Every Nutshell subscription comes with unlimited CRM contacts and data storage, free data migration assistance, fully customizable reporting tools, and world-class live support. Nutshell is also praised for its excellent reporting tools, excellent importing tool, and a long free 14-day trial.

Nutshell is available in just one pricing model, so you can sign up easily without needing to worry about what specific features are and what all you really need – a painstaking process that can kill many hours. Besides small-scale businesses, Nutshell CRM is also great as a first CRM for a growing company.

13. Bitrix24

Bitrix24 CRM is an incredibly powerful CRM tool that matches some of the best CRM software in regards to the scope of functionality. While most small businesses won’t be requiring these functionalities, it’s always good to have them. That’s why small businesses would do great on its free plan, or affordable standard and professional plans.

We love Bitrix24’s kanban-based user interface, the choice it offers between either using separate leads listing or going direct to contact, and how it provides constant notification of opportunities, tasks, and activities.

Its stronghold is in terms of integration capability, as it integrates with many popular tools including Basecamp, MailChimp, and Zoho CRM. However, Bitrix24 doesn’t have the easiest or the most intuitive UI, so there is a higher learning curve involved.

14. Odoo CRM

Odoo, a customizable, free open-source CRM, which is a part of Oddo’s business applications suite, is perfect for small enterprises due to its modular structure. The software allows small business owners to easily track performances & next activities in real-time, makes smarter decisions by providing accurate forecasts, and features tons of scheduling options for all sorts of sales scripts like calls, meetings, mailing, and quotations. Odoo even features real-time messaging to enhance collaboration.

Odoo is scalable, so one can add new apps/users as the company expands its business functions and needs. Oddo is easy to use as it features intuitive dashboards and drag-and-drop menus that easily help you manage complex business flows.

Odoo CRM integrates sales, inventory, inventory, Google Docs, other CRM apps, and marketing apps. There is a free version, and a free trial available too, but those looking for comprehensive functionalities would be better off with one of their paid plans.

15. Jira CRM

Jira is a popular software that allows bug tracking and agile project management for all kinds of use cases. But very few small businesses might be knowing that the software can be used to build a CRM also.

Jira works great as a CRM because it provides a clear view with division into statuses, salesmen, sales types, and other parameters support creating/generating offers, expands along with needs, and provides mobile application support.

This small business CRM also performs great on two other important factors – price and integration. Regarding pricing, it has a great free plan that supports 10 users, and comes with all the standard features like scrum & kanban board, backlog, agile reporting, customizable workflows, roadmaps, and dependency management. Pain plans are competitive too and start at just $7.50 per month.

Jira CRM does amazing in tons of integrations too, as it integrates with many best-in-class technology platforms like Slack, Microsoft, Google, Zoom, GitHub, Jenkins, and more!

16. Nimble CRM

If you have spent some time researching the best CRM software for small businesses, there is a very good chance you might have come across this name. That’s because Nimble, a relationship-focused CRM, was ranked an overall CRM Industry Leader and among the Top Five Sales Intelligence Software Tools for Small Businesses by G2 Crowd. Website digital(dot)com even recognized it as one of the Best Real Estate CRM Software Companies of 2021. All that means that you won’t most likely go wrong with Nimble!

Nimble CRM performs all the tasks that you would expect from a great CRM software. That means, it can work within your favorite apps (including Teams, Word, Excel, and more), can unify contact data from more than 160+ apps into a single platform, and can also do everything from organizing your contacts into segmented lists to setting follow-up tasks.

While Nimble CRM does great in terms of integration, many small businesses might find its pricing expensive. It can cost as much as $25 per month, which is two to three times of many CRM’s starting plans. However, there is just one paid plan available that gives you access to all the relationship management, data enrichment, marketing & outreach, prospecting, pipeline management, and integration features. Considering that, we think Nimble CRM can be a great CRM option for small-scale businesses, especially for those in the real estate market.

17. Google CRM

It’s no wonder that a huge number of small businesses all across the globe rely on Google apps like Gmail, Google Drive, and Google Docs. Doesn’t that ever make you wonder if Google provides its own customer relationship management (CRM) software? If you ever wondered about this, the answer is no. However, don’t let that disappoint you as there are tons of simple to use CRM options for Google users that offer robust integrations with Google’s ecosystem.

But what are some of the leading Google CRM software that let you sync lead information, schedule appointments, and manage documents? Leading the way in that is Freshsales, which has been recognized as the overall best Google CRM by many reviewing websites. Other great Google CRM software are Zoho CRM (excellent CRM for Google users with extensive Google Workspace tools integrations), Agile CRM (best mobile-based Google CRM), and HubSpot CRM (a free -forever CRM for Google Workspace users). Other great options are Cooper (a CRM that feels similar to using Gmail or other Google Workspace apps), and Salesforce Essentials (a CRM with Google apps and robust lead management tools).

You will come across many of these names in our Gmail CRM list too, as it’s not surprising that many of these Google CRM’s can work as Gmail CRM’s too.

18. Ontraport CRM

Ontraport CRM is another great small business CRM platform designed for those in professional services like accounting, finances, law, real estate, and travel. The platform allows these businesses to manage client records, customer concerns, email marketing, digital offers such as courses, memberships, subscriptions, and other sales automation workflows.

Being an email marketing solution, Ontraport is still able to offer full CRM capabilities. The best thing. The CRM capabilities on Ontraport are not only highly scalable but also extensively customizable.

Ontraport CRM doesn’t offer a free version, which might be disheartening to some users. However, it offers a long 14-day trial and super-affordable paid plans.

19. Whatsapp CRM

Many small businesses use Whatsapp for Business, but only a few know how powerful it can be to integrate a WhatsApp API account with a WhatsApp Customer Relationship Management (CRM) platform. Doing so can allow a WhatsApp instance to leverage information already contained in your CRM. Many popular CRMs including HubSpot and Zoho provide this functionality.

Or better, one can use dedicated Whatsapp CRM tools like TeleCRM to manage your entire team’s business WhatsApp communications in one simple and unified platform. With a Whatsapp CRM like that, you can grab leads from Whatsapp chats, capture WhatsApp chats in CRM, manage all leads from a single dashboard, and run WhatsApp automation and chatbot.

20. Apptivo

Apptivo is a perfect CRM tool for small to midsize businesses (SMB) due to its ease of use and reasonable price. It allows for easy, simple, and quick CRM, provides various customization options through its comprehensive feature set, and features outstanding granular security controls with equally outstanding customer support.

Apptivo CRM features tools for lead management, an opportunity pipeline with intuitive dashboards, campaign management, and marketing automation workflow tools, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo CRM has a starter plan that can be tried for absolutely free without any hidden charges. Its paid plan starts at a super-affordable price of just $8 (on a monthly basis per user) – which is very similar to monday Sales CRM software pricing.

21. Mailchimp CRM Software

Mailchimp is a name that you sure would have come across if you have ever researched email marketing software. However, you might not know that Mailchimp also provides a marketing CRM for small businesses.

Mailchimp CRM makes it possible to connect all your data through its ready-made segments, filters audience via segments and tags, allows you to understand patterns in your data via the audience dashboard, and turns audience insights into action via automated messages.

This small business CRM software is best to get a holistic view of your audience, organize contacts, and build a personalized experience for every customer. A free version and a free trial is available, and pricing is on-point, which starts at a price of $11 per month per user.

22. Shopify CRM

A CRM system for eCommerce can lead to improved relationships, admin task automation, and better cross-selling opportunities. That’s why small eCommerce businesses relying on Shopify need to have a CRM installed.

Leading the way in the best Shopify CRM software is Hubspot, which was the first to publish its own specialized app for Shopify merchants for enhancing sales and marketing processes. Another equally great option is SendinBlue CRM, which has all the essential tools you might need to create and customize everything from email marketing campaigns to on-site chat campaigns.

We also recommend you to check out Freshsales CRM (a CRM designed specifically to help you track end-to-end sales journeys), Metrilo CRM (in one Ecommerce Analytics, CRM, and Email marketing platform) and Endear CRM (a cloud-based solution for cross-channel customer management).

23. Gmail CRM

It’s no wonder that many small businesses usually rely on Google Workspace to communicate with their clients and customers. That’s why they are better off investing in a Gmail CRM, as it would allow them to nurture clients and leads, boosting overall conversion and sales.

Gmail CRM (or Google CRM) brings powerful CRM functionality by directly integrating with one’s inbox. One of the top Gmail CRM we would recommend is Streak CRM – a CRM which lives directly inside one’s Gmail inbox for desktop or mobile (and comes with all the G Suite integrations too), providing an organic extension of one’s existing workflow. Another great choice can be NetHunt CRM, which offers the familiar Gmail dashboard on the left of your inbox and comes with a second tab to transform into all the CRM capabilities you could possibly desire.

In case you don’t want to experiment with these not-so-mainstream CRM, you can go for HubSpot CRM which offers a Gmail Chrome extension to help streamline its user’s workflow.

24. Outlook as a CRM

A lot of small businesses use Microsoft Outlook as a business-oriented email, contact, and calendar management tool. However, Microsoft has nothing called Outlook CRM to offer to its users. But with a little bit of adjustment, you can easily convert Outlook into a powerful CRM tool to boost your sales results.

The best way to do it can be through Microsoft’s Outlook Customer Manager, which makes it possible to automatically track all your customers’ key details such as e-mails, phone calls, meetings, notes, files, tasks, and deadlines in a timeline right next to your inbox.

Another great way can be to use Prophet CRM, which provides client relationship management through Outlook. However, both of the above solutions aren’t comprehensive as they lack features like admin control, auto-dialers, link tracking, analytics, and automation tools. If you want anything like that, you would need to go for Microsoft’s full-fledged CRM called Microsoft Dynamics 365.

25. Trello CRM

Tello, a web-based, Kanban-style, list-making application, is a versatile software that doubles up as a CRM software. It comes with marketing and sales templates that allow you to create pipelines and manage customers with ease.

We love how Trello offers extreme flexibility through its plethora of customization options, which gives you more freedom to tap into CRM functions. Also, using Trello CRM as a basic a sales pipeline is pretty straightforward, which means you won’t need to spend hours navigating here and there or figuring out things – something that a small business in the growing phase (and tons of work) would surely appreciate.

Another great thing that makes Trello one of the best CRM for small businesses is its inexpensive pricing, which starts at just $5 per user. There is even a free version available to try that allows you to create up to 10 free boards.

26. Wix CRM

Wix is a popular website builder amongst small business owners due to its intuitive technology and powerful built-in features. That’s why Wix offers their own CRM (called as CRM by Ascend) that allows managing customer relationships via contact forms and live chat.

Perfect for those who want to fully integrate their marketing efforts with their website, this Wix CRM comes with 16 marketing, customer management, and financial tools. The list of tools includes email marketing, social posts, a video maker, SEO tools, website forms, a chat box, automation, workflows, site members, tasks and reminders, recurring payments, and pro marketing tools for targeted campaigns, A/B tests, and detailed customer insights.

The Wix CRM offers a free plan option, but it’s very limiting, so we won’t recommend its free version (at least to serious business enthusiasts). The prices for cheaper options are comparable to affordable email marketing providers, but to remove limits on emails, automation, and other marketing features, one needs to purchase its top-end plan which can cost a whopping $49 per month. As we know that would be expensive for most business owners, so we placed Wix CRM at the bottom of the list.

27. Facebook CRM

If you are a small online business owner, chances are that you already have a Facebook page with some likes and engagement. The good news is that if you are the page admin and have leads access permission, you can connect a CRM system to your account through your Facebook Page to capture, communicate, and engage with leads. Facebook itself recommends connecting to a CRM system as it not only allows you to access all of your new leads in one place but also saves business owners from the hassle of downloading a new CSV file each time they want to see their new leads.

There are many Facebook CRM software that provides both website traffic insights as well  as features for tracking consumer behavior and social media ads management. Leading the way in that is Freshsales CRM, which we would call the best overall Facebook-CRM integration tool.

Other great Facebook CRM software are Zoho CRM (integrates with Facebook for social profile enrichment), Zendesk Sell (provides a Facebook CRM integration with extensive marketing tools), HubSpot CRM (great for integrating with the whole family of Facebook), and Salesforce (another great Facebook-CRM integration for robust analytics and reporting capabilities).

28. Google Sheets CRM

Google sheets is especially popular amongst small businesses, as it’s often the primary tool for tracking projects, analyzing data, and performing calculations. That’s why small businesses need a Google Sheets CRM template to organize their contacts and make data easy to filter and search through. This data can include a contact’s name, company, role,  social profiles and phone numbers, and past engagement records.

These Google Sheets CRM templates can be used for planning marketing campaigns, tracking tasks among team members, pipeline management, as well as to track all issues for every contact. While many customer relationship management tools for Google Sheets provide templates, some merely sync information between the platforms.

Top in the paid category is Copper – a CRM system made entirely for G Suite, which comes with a Sheets template that connects with other Google Apps like Gmail, Calendar, Hangouts, and Slides. Another great one in the paid category is Pipeliner, whose template for CRM for G Suite is actually a docs template. Under the free software categories, our favorites are HubSpot CRM for Excel & Google Sheets (Top Google Sheets CRM for sales tracking), and Onesheet CRM (Top free Google Sheets CRM).

29. Close CRM

While primarily designed for small to medium-scale businesses, Close CRM works equally well for large companies looking to turn more leads into revenue. This CRM provides tech-enabled teams with the right sales tools to scale without overpaying for enterprise software.

Close CRM is packed with productivity tools like task reminders and Power Dialer, and lets you email, call, and text your leads, all without requiring any add-ons.

If you are a large-scale business, we would recommend their Professional plan which supports up to 100 users and comes with features including email and domain filtering, bulk email sending, email sequences, call recording, and a power dialer. No free version is available, but users can opt for the software’s 14-days free trial.

30. Dynamic 365 CRM

Built to strongly integrate with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word, this CRM offers mobile CRM apps and platforms, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). The software also comes with strong API capabilities to help big companies to integrate it with other critical systems.

The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IoT, customer service, mixed reality, and project service automation all allowing for a more frictionless engagement with your customers.

To ensure frictionless engagement with customers, this Microsoft’s CRM provides support for everything, from lead and opportunity management, marketing to IoT, and from mixed reality to project service automation. Plans start at $65 but if you are a big business or enterprise, get ready to shell out as much as $95 per month per user. Big names like Mercedes-Benz, Dow University of Health Sciences, L’Oréal, and New Zealand Trade and Enterprise, all power their CRM operations through Microsoft Dynamics 365.

CRM Apps FAQs

What are the drawbacks of not using a CRM Tool?

In absence of a CRM tool, a business is likely to face many challenges in workflow management and other aspects. Here are some of those drawbacks:

• Difficulty in managing & retrieving customer data,
• Challenging in migrating data from one application to another,
• Spending several man-hours on manual data entry or repetitive tasks,
• Missing upselling and cross-selling opportunities,
• Lesser means to assess and improve customer satisfaction,
• Requiring to juggle between multiple tools, and
• Problematic internal communication and customer collaboration management.

What is the most popular CRM software?

Salesforce, with an approx. market share of 18% in the CRM category, is the most popular CRM software in the market. The software provides (and delivers on) all the standard CRM features, excellent sales and marketing automation, and eCommerce tools for online selling. Other popular CRMs include Zoho, monday(dot)com, HubSpot, and Zendesk.

What are Best CRM Software for Small Businesses?

If you’re a small business owner, you know that managing your finances and customer data is critical. That’s why it’s important to choose the best CRM for your business. Popular CRM tools for small businesses are HubSpot, monday.com, Notion, ClickUp, Asana, Airtable, Streak, Nutshell, Bitrix24, and more.

What are the Best CRM Tools for Large Businesses?

As businesses grow and evolve, their needs for a CRM system change as well. That’s why it’s important to choose the right CRM for your business – not just based on the features it offers, but also on the size of your company and the level of integration needed. The best CRMs for large businesses are Salesforce CRM, Pipedrive, Zendesk as CRM, Octopus CRM, Close CRM, and Dynamic 365 CRM.

What are the types of CRM tools?

While CRM tools can be basically classified into 3 main types, some go as far as defining 5 types. We will briefly explain the 3 main types below and then would go on to define the other 2 that you may come across.

• Collaborative CRM Tools: This type ensures that all departments and channels in a company get access to the same up-to-date customer data. These CRM software tightly integrates conversations between the brand and the customer, saving customers from the dreaded experience of repeating the same stuff to the new representative.
• Operational CRM Tools: These CRM software feature tools to better visualize and handle the whole lead management process. You will also find many typical automation features including marketing automation, sales automation, and service automation.
• Analytical CRM Tools: As you might have guessed, these CRM tools help you to gain important insights by analyzing the customer data, and by providing features that help you use the data you have to see trends in how your customers behave.

The other two minor CRM software categories are:

• Campaign Management CRM Tool: These CRM software combine the functionalities of analytical and operational CRMs to run sales or marketing campaigns using the contact information gathered in the system.
• Strategic CRM Tool: A subcategory of Collaborative CRM tools, these CRM software not only gives you insights right away but instead adjusts or customizes the data based on the way you interact with customers in the long run. That’s why they are great for businesses looking to build long-term relationships.

Is SAP a CRM or ERP?

While SAP is basically an ERP, its ERP package module, which helps to manage all aspects of a business, also contains a CRM module. SAP’s CRM module is used to implement customized business processes, as well as to integrate with SAP and non–SAP systems.

What are the top 5 free CRM tools?

Zoho CRM, EngageBay, monday.com, Freshsales, and Hubspot are the top five CRM software that are free to use, and come with a range of features, making them suitable for businesses of all sizes.

What are the 4 Ps of CRM?

The 4Ps of CRM is a term coined for essential features of CRM and includes tactical marketing and strategic marketing elements. Two expanded forms are usually used:

• 4 Ps of CRM Success: Planning | People | Process | Platform
• 4 Ps of CRM Success: Product | Process | Policy | People

What are the best paid CRM softwares?

Salesforce, Britix24, Pipedrive, Nimble, and Nutshell are the most preferred CRM softwares in the paid category, that offer customization options, and business scaling options.

How can CRM improve your business process in terms of sales & leads?

CRM can improve your business process in a number of ways. First and foremost, it can improve leads. A well-functioning CRM system will allow you to track all the contacts that you make with potential customers and compile data on what type of contact they were (lead, inquiry, or sale). This information can then be used to optimize your marketing strategies and tailor future interactions accordingly.

A good CRM system also allows sales representatives to keep track of their progress across various stages of the buying cycle – from pre-sales research through closing the deal. This helps them avoid wasted time and effort as well as identify any potential issues early on so that they can be resolved efficiently. In addition to improved productivity, this would also lead to higher sales volumes for your company.

How can I save my time using a CRM tool?

Here are some of the steps you can take to save time using a CRM tool:

• Secure your data by implementing a user authentication tool,
• Choose a CRM that’s straightforward and easy to navigate,
• Pick a CRM that integrates with all your key software,
• Segment your contacts for quick access,
• Implement marketing automation wherever possible,
• Go for a CRM tool that allows for easy and instantaneous editing,
• Create a to-do list to manage your team’s daily tasks,
• Make use of project & event management modules.

Learn How To Stay Connected To Customers & Improve Profitability

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.