CRM Management Tools
Elevate Your Customer Relationship Management to New Heights
If you own a business of any size, you know that you cannot survive without customers. Every business relies on the relationship between customers and service providers so this is why we focus on the best ways to improve those relations.
CRM software is there to elevate your customer interactions to the highest of heights with ease and without spending too much time. These tools are going to make your life so much easier and you owe it to yourself to learn more about them.
Your marketing campaigns and marketing teams need software like this because it will log all the communication with the customers. Therefore, you can hope for an improvement in the relations between your team and your customers. Let's take you on a journey with the best CRM platforms you can pick.
What Is Customer Relationship Management Software?
Generally speaking, CRM software has the task of handling your customer relations within your business processes. These software solutions are easy to use and they focus on saving your time and improving your customer relations as much as possible.
These tools have many advanced things as their goals. For example, it is paramount for the best CRM software to achieve organization, better time management, efficiency, and a bigger number of leads and clients. That's right, the right CRM software will deal with your lead generation by improving your sales teams.
How Does CRM Software Work?
Basically, the best CRM tools are a perfect combination of customer support, marketing, sales, and feedback. This means that this one software solution can help you achieve better customer relationships with ease. This is why the best CRM software has taken a significant role in our lives.
Since every business has many visits every day and a fair deal of customers, the communication data about those customers is essential. Customer relationship management tools gather that data and manage it. This eventually improves lead management.
A good customer relationship management tool doesn't stop there. After it has gathered all the customer data, it manages it and helps you harness all that data. With this inclusion, you can monitor, analyze, and improve results such as shortening the sales cycle.
What Are the Basic Features of CRM Tools?
With the best CRM solutions, your business intelligence will grow and your customer relations will replenish their power. Of course, there are many different features that you can expect from the best CRM software and we are here to show you some of them.
EASE OF USE
Of course, no one wants to use a tool that is really difficult to understand or handle. Therefore, one of the most basic features of any CRM tool is its ease of use. This software should be easy for everyone to use, especially for the sales team.
CONTACT MANAGEMENT and customer data
How well do you really know your customers? If you don't have a good answer to this question, you need stronger customer relationships. A good CRM tool will align you with your customers and show you the process of how they buy.
CUSTOMIZATION AND AUtomation
It is important to improve your marketing campaigns. You need good sales forecasting and the right CRM tools will help you with that. Their customization options are crucial because your tools should work just as hard and precisely as your business process does.
The best tools from this category will improve your efficiency by implementing marketing automation and workflow automation. This helps customer service teams to create better communication and ask the right questions to customers.
What Are the Benefits of the Best Customer Relationship Management Software?
It is already known that the best CRM software will help your business needs by collecting data about the customers and increasing the growth and sales of businesses. Your existing customers will hold on to your business and you will generate more customers and initiate lead conversion.
Those are just some of the benefits of using the best CRM software in the industry, but there are plenty more. First of all, due to the automation of some processes, you will save a lot of time while using these tools. With that, it will improve the efficiency of your sales teams.
Also, your business will gain more transparency and it will not struggle to retain customers. If you ensure great customer relationships, the customers will never leave you. In a long run, this will improve your sales process. Marketing automation will do that for you.
What Are the Best Customer Relationship Management Tools?
As is the case with every tool in the digital industry these days, you have a plethora of choices. The same goes for the best CRM software that you can choose. Choosing the right CRM system can be the turning point of your business so don't hesitate to do that.
On our list, which is pretty big, we offer more than 25 different CRM tools that will help you with your project management. Some of the best ones that we offer are SalesForce, Hubspot CRM, Odoo, NetSuite CRM, and many others. This list is a special one so don't hesitate to explore it.
Of course, our lists are never final. Today, you see 25+ CRM tools on it but the next day you might see some new tools there. Therefore, never stop checking our list because your perfect CRM tool might just be there. These tools also offer different pricing points so let's focus on them a bit.
Are there Free CRM Management Tools?
When you have a really big choice of tools at your disposal, it is never an easy choice to make when you try to implement one into your business. There are many factors that decide which CRM software you will choose but one of the most important ones is the budget that you have.
On our list, you will find only a couple of tools that offer their services for free. They are Hubspot CRM and SuiteCRM. Many others offer trial access for their services. This means that you can use them for a limited time and then you will have to pay for them.
Paying for the right CRM tools is not a bad thing. They offer a wide array of features and many of them become unlocked only when you become a premium member. Therefore, don't be afraid to spend some money because your business will need the improvement these tools bring. The prices are not that high and these tools can be found for even less than $20.00 a month.
How to Pick the Best CRM Platform?
With thousands of CRM solutions that will improve and help your sales and marketing strategies, customer support, and customer satisfaction, it is not easy to find the best one for you. Getting the best CRM tools is paramount if you want your business to succeed.
First of all, you need a tool that is easy to use. Many of these CRM tools have really user-friendly interfaces and provide marketing automation to increase the number of potential customers. Therefore, this is the first and foremost condition for picking the best CRM tools.
Next, the best CRM systems have great features. They need to be unique and encompass many different areas of your business. The one tool you choose needs to stand out from the rest of the CRM software and this will ensure the success of your company.
Finally, each CRM system you can pick needs to have regular updates and high security. This is your business we are talking about and you don't need malware or some information leaks. Therefore, you need a trustworthy provider that will help you with your campaign management.
Final Thoughts on the Best CRM Management Tools?
The challenges of using the right CRM software are present every day. It might take some time before you unlock and understand all the features of these software solutions. However, once you do that, your customer relationship solutions will flourish. You will have better contact management and you will help your sales management with these tools.
As you have seen, there are tools that are free to use, there are those with trial access, and there are tools that offer their services for a certain price. You can find the best tools for under $20.00 a month and that is the real deal because they come with amazing features that will help your small business or any size you have.
The CRM Software industry is expanding every year. Right now, there are thousands of tools you can choose from and, it is safe to say, you can't make a mistake with any of them. What can go wrong with tools that will ensure sales force automation and better customer data? Find the best CRM tool for you right now!
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Growthacker#Name | Popularity | Features | Price | Platform |
|---|---|---|---|---|
1. SalesForce | 101% people use it |  Case Management Tracks issues/help requests reported by customers through the resolution process.  Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.  Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.  Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.  Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.  Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.  Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.  Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.  Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.  Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.  Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.  Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.  User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.  Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $25 | AndroidWebiOS |
2. Salesforce MarketingCloud | 89% people use it | Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $400 | AndroidWebiOS |
3. Hubspot CRM | 79% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $50 | AndroidWindowsWebiOS |
4. Odoo | 69% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $7.50 | AndroidWindowsWebiOS |
5. NetSuite | 60% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | AndroidWebiOS | |
6. PipeDrive | 52% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $15 | AndroidWebiOS |
7. Insightly | 45% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $29 | AndroidMacOSWindowsWebiOS |
8. Close.com | 39% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $29 | WindowsWebMacOS |
9. HelpScout | 33% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $25 | AndroidWebiOS |
10. LeadSquared | 28% people use it | Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $25 | AndroidWebiOS |
11. Keap | 24% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $169 | AndroidWebiOS |
12. Intercom | 21% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $65 | iOSAndroidWeb |
13. BazaarVoice | 18% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Case Management Tracks issues/help requests reported by customers through the resolution process. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | Web | |
14. Pega | 16% people use it | Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $97 | Web |
15. NutShell | 14% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $19 | AndroidWebiOS |
16. Streak | 13% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $19 | AndroidWebiOS |
17. vTiger | 12% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $42 | iOSAndroidMacOSWindowsWeb |
18. HighriseHQ | 11% people use it | |||
19. CapsuleCRM | 11% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $18 | AndroidWebiOS |
20. SugarCRM | 11% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $49 | AndroidMacOSWindowsWebiOS |
21. Sitecore | 10% people use it | Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | Web | |
22. SuiteCRM | 10% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $0 | AndroidWindowsWebiOS |
23. Nimble | 10% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $25 | AndroidWebiOS |
24. Copper | 10% people use it | Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Case Management Tracks issues/help requests reported by customers through the resolution process. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Desktop Integration Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Lead Management Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Sandbox / Test Environments Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | $29 | AndroidWebiOS |
25. Gainsight | 10% people use it | Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Contact & Account Management Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | AndroidWebiOS | |
26. Oracle Customer Experience (CX) | 1% people use it | Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | ||
27.SAP CRM and CX solutions | 1% people use it | Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. | ||
28. Commercetools | 1% people use it | Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Customization Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. User, Role, and Access Management Grant access to select data, features, objects, etc., based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action. |
Frequently Asked Questions
Find answers to the most asked questions below.
What Are The 5 Types Of CRM?
Customer Relationship Management can have many differet types. The most important ones are analytical CRM, operational CRM, collaborative CRM, strategic CRM, and campaign management CRM. Each one of these types focuses on a different module of your business campaign and makes it better. Therefore, understand your needs and choose the right type of CRM for you.
What Is CRM And Why Do I Need It?
Customer relationship management (CRM) is a process, strategy, or piece of software or technology that allows businesses to manage their relationships with clients, partners, and suppliers. It is essential for a better understanding of your customers’ needs and affinities when they interact with your website. Also, this software improves customer support teams and their approach.
What Do I Gain Using CRM?
There are many benefits in using the best CRM tools. First of all, with their ease of access, these tools will help you deal with some repetitive tasks and make them easier to handle. These tools improve the overall sales and marketing efforts of a business. Also, with its automation and additional features, they become the standard tools for every business that focuses on its marketing strategies.
Can I Success Without The CRM?
The success of your business is not directly connected to the use of a certai CRM tool. Your company can succeed even without using one. However, these tools that improve your customer relationship management are going to make many improvements in your company and make things easier for everyone. They improve the work of your sales teams, customer support teams, and everyone else involved in your marketing strategies.
Is It Worth Paying For CRM?
Most CRM tools need to be paid for. There is a small number of CRM tools that offer their services for free or you can grab a trial access and use it without payment. However, most of the unique and helpful features of the best CRM tools are unlocked only when you become a premium member. Since some of them are really affordable, it is worth paying for the right CRM software.
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