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CRM software enables customer interaction, support and relationship management.
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Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Learn more about Salesforce Sales Cloud
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise by growing relationships, productivity, and your bottom line – all at the same time.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
All-in-one contact center, helpdesk, enhanced CRM, and dialer software to streamline processes, and boost efficiency.
Learn more about TaskFlow
TaskFlow is an all-in-one contact center, helpdesk, and dialer software designed to streamline your business processes and enhance customer relationship management. Our platform integrates CRM, dialer, and helpdesk functionalities into a single, customizable solution, providing a unified data source that empowers your team with actionable insights. With TaskFlow, you can optimize your customer interactions, improve decision-making, and boost overall efficiency. TaskFlow is the ultimate tool for businesses seeking to elevate their customer service experience and drive growth. Discover the power of TaskFlow and transform the way you manage customer relationships today.
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- Sales Pipeline Management
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- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
Learn more about monday CRM
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
To amplify impact, the CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Streamline lending with TaskSuite: from origination to management, all in one efficient platform.
Learn more about TaskSuite
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
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Features
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- Reporting/Analytics
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- Task Management
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Learn more about Less Annoying CRM
BEST FOR 1-20 USER ACCOUNTS - Less Annoying CRM is a simple customer relationship manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.
All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email.
Learn more about Less Annoying CRM
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- Reporting/Analytics
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- Task Management
Bigin is an affordable, intuitive CRM that streamlines all customer-facing operations and helps build stronger customer relationships.
Learn more about Bigin by Zoho CRM
Bigin is a simple CRM packed with a sophisticated array of features at an affordable price and is designd to fit your small business like a glove! Here's how we'll help you manage your customers and prospects with ease:
*A 360° view of your clients and prospects - Access all the customer data you need, from their requirements to their contact details—all from a single place.
*Seamless communication - Reach your contacts via phone, email, social media, WhatsApp, and online meetings.
*Pipelines - Use our dedicated pipelines to manage all customer-facing operations, from sales to customer support.
*Calendar View - Schedule and track all your tasks, events and call.
*Automation - Automate all mundane yet integral tasks like scheduling follow-ups, sending payment reminders, and more.
*Comprehensive dashboards - Measure and track important metrics like your monthly revenue.
*Powerful integrations - Integrate with other Zoho and non-Zoho apps to manage every aspect of your business.
Learn more about Bigin by Zoho CRM
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
Learn more about Pipedrive
Pipedrive is an easy-to-use sales CRM (customer relationship management) tool that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it’s no wonder 100,000 companies worldwide use Pipedrive for smarter, faster sales.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution built on an omnichannel platform.
Learn more about Zoho CRM
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Bitrix24 is the fastest-growing free CRM, trusted by 15M+ companies worldwide. One platform for all your business needs.
Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 15 million companies worldwide. It is available in cloud or on-premise with source code access. Unlimited users, leads and contacts. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Ranked #1, Clio is the leading law firm software with built-in AI capabilities used by 150,000+ lawyers from large, small & solo firms
Learn more about Clio
Ranked #1 and with the most 5-star reviews, Clio is the leading law practice management software with built-in AI capabilities.
Proudly used by 150,000+ lawyers from large, small & solo firms.
Work the way you want with flexible and easy-to-use solutions for multi-practice firms so you can manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.
Manage your work in one central system - with matters, contacts, billing, payments, accounting and everything you need in one place.
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Features
- Sales Pipeline Management
- Territory Management
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- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Mailchimp: the #1 email marketing platform with 11M+ users worldwide, offering AI-powered insights & content creation tools.
Mailchimp is a leading email marketing platform used by over 11 million users worldwide. With a delivery rate of 99% and integration with over 300 tools, Mailchimp provides businesses with easy ways to connect with customers, foster repeat business, and build a lasting brand loyalty. The platform's AI-powered insights and content creation tools can personalize every email and SMS. The user-friendly interface accommodates tech-savvy and non-tech individuals.
Clients such as TEDTalks, Shutterstock, Boston Market, and Nikon India have used Mailchimp to drive revenue through email marketing. The company was acquired by Intuit Inc. in 2021, and since then, the platform has introduced more than 100 new features to improve user experience. The company ensures its product descriptions match the Mailchimp site, don't include overly-comparative language, calls-to-action, personally identifiable information, suffices, or HTML tags.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
Learn more about Dynamics 365
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Over 3 million teams have joined. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more.
Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week!
Learn more about ClickUp
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Learn more about Zendesk Suite
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
We deliver the tools to simplify and amplify digital marketing and drive results for your business.
Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience with advanced AI and Automation tools, we deliver the performance and guidance to build strong connections and generate powerful results.
Learn more about Constant Contact
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Brevo, is the leading customer relationship management (CRM) suite.
Forge lasting customer relationships and accelerate growth with Brevo, the most approachable CRM suite. Build brilliant customer experiences across email, SMS, push, and more. Coalesce data sources for precise targeting and a single customer view. Automate, segment, and A/B test for campaigns tailored to your audience. Trusted by 500,000+ businesses worldwide, Brevo offers premium solutions and support to enhance clients’ marketing strategies and drive their ROI. Get in touch to learn more.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
ActiveCampaign CRM helps you sell more in less time by combining automated lead prioritization, task creation, and contact management.
ActiveCampaign's CRM combines contact organization with sales automation, helping you sell more in less time. Prioritize your leads, keep track of your tasks, and automate contact management so nothing falls through the cracks. See your whole sales process at a glance and track every interaction, keeping your team on the same page. Features like lead scoring, win probability, and automated segmentation combined with marketing automation turns your team into a well-oiled, deal-closing machine.
Learn more about ActiveCampaign
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes.
Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, project & portfolio management, and more – all with the power of AI built-in. Central IT leaders deploy Airtable as a citizen development platform that empowers business users to build their own AI-powered applications.
That’s why more than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable for collaborative work management and citizen development to help transform how work gets done. The result? Faster innovation, happier customers, enterprise governance, and a modern work experience for teams and departments.
Get the free edition today at airtable.com
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Learn more about Nimble
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution.
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle - from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support. Integrates key customer metrics with financials in one unified system to give you end-to-end business visibility, so you can turn complex challenges into smart solutions
Learn more about NetSuite
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
The smarter way for small businesses to do great work
Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Learn more about Keap
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM.
With over 5 million users, Odoo is the #1 open-source CRM software! Sales teams can easily keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create incredible marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated app.
Learn more about Odoo
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
Run your business your way with a fully integrated CRM for small to medium sized businesses.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Learn more about Marketing 360
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform.
EngageBay CRM offers a rich features set which enables you to manage your customer relationships better. It also comes with a full stack of Marketing, Sales and Service automation features to scale your business. The wide list of features allow you to capture leads, nurture and engage with them, convert to happy customers and provide superior customer experience using the unified platform. Stop paying for features that you do not need and switch to EngageBay today.
Learn more about EngageBay CRM
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Features
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- Workflow Management
- Email Management
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management
CRM Software Buyers Guide
Table of Contents
What is customer relationship management software?
Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.
The benefits of customer relationship management software
- Easy access to customer data: A customer relationship management system includes a searchable database that allows users to access client and prospect information during meetings. Some solutions also let users sync information across multiple devices, offering them access to the most up-to-date information on customers from anywhere.
- Streamlined processes through automation: Customer relationship management software lets users standardize different workflows and processes associated with sales, marketing, and customer support to increase coordination between these teams.
- Actionable insights on business performance and customer behavior: Vendors of some customer relationship management tools offer analytics functionality, which allows users to create customizable dashboards and reports based on customer data. These reports help in segmenting customers, tracking revenue, and managing personalized campaigns.
Typical features of customer relationship management software
- Contact management: Create a searchable database of customer and prospect information.
- Track interactions: Document conversations with customers and prospects on different channels such as phone, email, live chat, or in-person.
- Lead management: Track and manage leads throughout the customer lifecycle. This involves lead capture, storage, distribution, nurture, segmentation, and pipeline management.
- Calendar/reminder system: Create reminders about calls or meetings and synchronize these with the user’s calendar. A user can also set reminders via desktop notifications, calendar notifications, emails, or text messages.
- Document storage: Store, share, and manage documentation and paperwork.
- Segmentation: Divide the customer base into groups based on attributes such as age, gender, location, and preferences in order to create targeted sales and marketing campaigns.
Considerations when purchasing customer relationship management software
- Types of customer relationship management tools: A customer relationship management system falls into at least one of three buckets based on their functionalities: sales automation, marketing automation, and customer service and support. Sales automation solutions help users manage inventory, order processing, and sales reporting. Marketing automation solutions help users create and manage marketing campaigns. Customer service software helps track and manage customer queries. Users should assess their customer relationship management system needs and shortlist products that meet their specific needs.
- Total cost of ownership: The market is flooded with solutions that offer different pricing models depending on functionality breadth and deployment options, among other factors. But these options also differ in the total cost of ownership, depending on multiple criteria such as mode of deployment (cloud-based vs. on-premise), training time and costs, implementation time, and technical support costs.
- Data storage capabilities: Customer data is at the heart of a customer relationship management system. But the software also stores other data such as customer interactions, calendars, and campaign performance metrics. This makes adequate data storage a must-have when purchasing a solution. Buyers should assess their current data needs and estimate future needs.
Relevant customer relationship management software trends
- Adoption of a social customer relationship management system is on the rise: Social media usage is growing faster than ever. According to the Global Digital Report 2019, there are currently about 3.5 billion active social media users, indicating a 9% year-on-year growth compared to 2018. To build a social media strategy, small businesses can use social customer relationship management software that helps them manage their social media channels, run marketing campaigns, and track campaign performance in real time. Capterra's customer relationship management software directory allows you to search for software by the desired feature, including social media integration.
- AI is the future of small business customer relationship management tools: Small businesses are realizing the role that artificial intelligence (AI) can play in boosting the performance of customer relationship management software. According to a Salesforce survey, fast-growing SMBs are twice as likely to use AI when compared to slow-growing SMBs. An important application of AI in a customer relationship management system is chatbots: According to a Capterra technology trends report, 68% of small and midsize businesses are either currently using or plan to implement chatbots.
