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CRM Software
Customer Relationship Management (CRM) software enables customer interaction, support and relationship management. The purpose of a CRM application is to enable organizations to better manage their customers through the introduction of reliable systems, processes and procedures. Customer Relationship Management software integrates organizational processes across marketing, sales and customer services. CRM software is related to Contract Management software and Online CRM software. Read more Read less
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Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Learn more about Salesforce Sales Cloud
Salesforce helps Singapore small and medium businesses pivot to business growth with 80% grant support Salesforce has partnered with Enterprise Singapore (a Singapore government statutory board) to be a pre-approved PSG (Productivity Solutions Grant) and aims to help small and medium businesses in Singapore accelerate digital transformation, increase productivity, and close deals more efficiently. Learn more on how you can kickstart your technology journey with grant support of up to 80%.
Learn more about Salesforce Sales Cloud
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
monday sales CRM is ideal for small-medium businesses and offers customizable, no-code solutions for the entire lead & sales pipeline.
Learn more about monday sales CRM
Use monday sales CRM to easily manage your entire sales cycle in one intuitive and collaborative place. monday sales CRM is ideal for small-medium businesses and offers customizable, no-code solutions for the entire sales pipeline. Stay on top of your sales funnel, automate repetitive work, and import leads. Centralize deal and contact info, communicate with clients, and keep your sales team aligned and focused. So you can close more deals, faster.
Learn more about monday sales CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Learn more about HubSpot CRM
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.
Learn more about HubSpot CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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.
Learn more about Zoho CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
Learn more about Bigin by Zoho CRM
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets.
With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove!
Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease.
Learn more about Bigin by Zoho CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Streamline your sales, marketing and service processes to manage a complete customer journey on a single Creatio platform.
Learn more about Creatio CRM
Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom.
•Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code
•Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code
•Service Creatio - an omnichannel platform to automate customer service workflows of any complexity
Learn more about Creatio CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM.
Learn more about Odoo
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
Learn more about Freshsales
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform.
Learn more about EngageBay CRM
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
Learn more about Capsule
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.
Learn more about Capsule
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Sales and marketing solution that combines CRM, marketing automation, customer journey mapping, analytics, project management, & more.
Learn more about GreenRope
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle. Increase collaboration, drive sales, build better relationships, and create optimized omnichannel customer experiences.
Learn more about GreenRope
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Learn more about Salesflare
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know.
You just have to write the emails, make the calls, and have the coffee.
Learn more about Salesflare
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
All-In-One Automation Tool with Sourcing, Outreach, Data Enrichment, auto-Updates, ATS/CRM, custom pipelines, smart inbox, and ChatGPT.
Learn more about Jobin.cloud
Jobin.cloud is an all-in-one automation tool for finding and engaging with people. Import profiles in bulk, filter and manage them in auto-updating repositories, and easily select the best ones to contact with personalized fields via email or LinkedIn. With ChatGPT's help, you can reach out to them in bulk, assign them to jobs and pipelines, and track all conversations with timelines, tags, and notes. Expand your network with unlimited LinkedIn connection requests and create your ultimate asset.
Learn more about Jobin.cloud
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Stacker lets you build the tools you need to power your business, from portals to project trackers and CRMs – all without code.
Learn more about Stacker
Stacker is a no-code tool for building apps to power your business and securely share data, whether you're looking for a project management tool, client portal, task tracker or custom CRM.
Sync data from Airtable, Google Sheets, Salesforce or 60 other data connectors to create a single source of truth for your team.
Build your app from scratch or use a STACKER TEMPLATE to get started.
Learn more about Stacker
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
MLeads is a Cloud technology SaaS one-stop innovative mobile platform for Lead management automation.
Learn more about MLeads
MLeads is a cloud technology (SaaS) based one-stop innovative mobile platform for leads management automation. Turning leads into sales is complicated and difficult to organize. MLeads is built to solve these problems by offering intuitive design and a process that is easy to understand and follow for sales and marketing professionals. powerful features like Lead Retrieval, Lead Research, Track Leads by Event or Group, Lead Follow-ups, Measure statistic.
Learn more about MLeads
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
PORTERS is a cloud-based ATS/CRM designed for all Recruitment businesses. More than 2,000 companies worldwide use our product.
Learn more about PORTERS
PORTERS is a comprehensive cloud-based ATS/CRM for Staffing and Recruiting Agencies founded in Japan in 2001. With more than 2,000 clients, Porters holds the number one market share of recruitment software in Japan. The system is highly customizable and therefore can be used from small to large scale Recruitment & Staffing Agencies, RPO, Corporate HR, and Maid Agencies. System updates are made constantly and free of charge to keep up with new market requirements such as digital transformation.
Learn more about PORTERS
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
All in one SAAS CRM Solution for your business requirements with multiple tools for business optimization.
Learn more about Solid Performers CRM
All in one SAAS CRM Solution for your business requirements with multiple tools for business optimization.
Learn more about Solid Performers CRM
Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Upzelo is a customer retention platform for SaaS companies. Reduce your churn by up to 40% with our retention software.
Learn more about Upzelo
Upzelo is a customer retention software that helps subscription businesses reduce their churn and improve their subscription retention.
Upzelo steps in before cancellation and through customised offers, real time data and better customer feedback it works to help reduce your churn. This allows you to stop wasting your time and money trying to win back lapsed customers.
Reduce churn by up to 40% with Upzelo.
Learn more about Upzelo
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Cloud-based email marketing and customer relationship management software.
Learn more about Hexospark
Cloud-based email marketing and customer relationship management software.
Learn more about Hexospark
Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
HaloCRM is a cloud-based CRM solution for businesses of all sizes.
Learn more about HaloCRM
HaloCRM is a powerful CRM solution, designed for growing teams in need of an all-inclusive tool that scales limitlessly. With no hidden fees or locked features, HaloCRM's omnichannel platform offers contact management, lead and sales management, automation, website integration, virtual agents and much more. Quick to launch, master and scale, HaloCRM can flexibly centralise your customer communications with powerful yet intuitive functionality to drive exceptional customer satisfaction.
Learn more about HaloCRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Local product
In Mind Cloud
Local product
Finally, a digital sales platform purpose-built for manufacturers that unites CRM with CPQ and Commerce.
Learn more about In Mind Cloud
Manufacturers, drive successful sales outcomes with a smart, connected platform and manage your customers and their needs across all channels! This is your ticket to boost sales efficiency from lead-to-order through one platform.
Pipeline Management, Forecasting & Reporting; Customer 360: Email, Conversations, Purchase History; Sales Cockpit; Full Sales Network and Channel Collaboration Tools
In Mind Cloud is the world’s only scalable digital sales platform made for manufacturers.
Learn more about In Mind Cloud
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
SmartSales is an all-in-one field sales app that eliminates paperwork and allows reps on the road to sell more and better.
Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day.
- Territory management: Prospects and customers are geolocated and can be segmented.
- Constant accuracy: Stocks, prices, and docs are always up to date.
- Keep track of everything: Customize and generate in-depth visit reports as well as succinct notes.
- Action-driven: Place orders right away in the app. No more extra waiting time.
Learn more about SmartSales
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations
Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns
Learn more about Mailchimp
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. 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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Freshdesk is an easy-to-use customer service software that helps over 60,000 businesses worldwide create stellar customer experiences.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues across channels effortlessly. With Freshdesk, you can also automate workflows, offer convenient self-service options, manage SLAs, and generate reports. Freshdesk is used by over 50,000 customers, including Bridgestone, HP, Harvard University, and DHL.
Learn more about Freshdesk
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.
*2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research
Learn more about Smartsheet
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close.
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100,000+ paying customers spanning 179 countries, sales teams are drawn in by our CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling, with a CRM software that's both agile and powerful.
Learn more about Pipedrive
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
Learn more about Airtable
Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- 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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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.
Learn more about Brevo
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Clio is the leading law practice management software with the most 5-star reviews and the only legal software with 1,500+ reviews.
Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.
Access and manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
Learn more about Clio
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
Learn more about mHelpDesk
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Bitrix24 is the fastest growing free CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing too.
Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages.
Learn more about Bitrix24
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Grow your leads and convert more deals by adding the power of marketing to your sales arsenal with Constant Contact Lead Gen & CRM.
Constant Contact delivers for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion.
Learn more about Lead Gen & CRM (formerly SharpSpring)
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Act! Premium empowers today's small and midsize businesses to market better, sell more, and create customers for life.
Act! Premium, a powerful all-in-one CRM and Marketing Automation tool, is perfect for today's small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or a hybrid deployment (Desktop Sync) for maximum flexibility!
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
100k+ ecommerce stores use Omnisend's all-in-one email marketing tool to easily nurture leads and access all relevant customer data.
Omnisend's complete marketing automation platform has everything to scale your online business. This includes a powerful CRM solution that automatically collects, analyzes, and leverages your customer data to create highly-personalized campaigns. Get the full picture of every customer journey and use ecommerce-designed tools to nurture leads and build loyalty. Combine email, SMS & Push for an immersive experience. Integrates easily in 1-click with Shopify, BigCommerce, WooCommerce, Wix & more.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
SendPulse is an all-in-one automation platform for email, SMS, and chatbot marketing, and for creating landing pages & online courses.
SendPulse is an all-in-one automation platform that specializes in email, SMS, and chatbot marketing and offers a complete toolkit for creating landing pages, developing online courses, and keeping track of everything in a free CRM.
SendPulse offers unlimited email sends with every plan, 24/7 live support, great deliverability and detailed reports. Free plan includes 15,000 emails every month and premium plan pricing starts at just $9.85/month.
Learn more about SendPulse
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Insightly is the modern, affordable CRM that teams love.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.
Learn more about Insightly
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while theyre hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really.
Learn more about Pipeline CRM
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.
Start your 7 day free trial today.
The go-to CRM for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
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.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
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Features
- Internal Chat Integration
- Segmentation
- Workflow Management
- Sales Pipeline Management
- Email Management
- Reporting/Analytics
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Contact Database
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.
