Best CRM software
Do you want to go straight to the answer? The best CRM software for most people is HubSpot or Salesforce.
A good Customer Relationship Management (CRM) software focuses on the one thing that makes a good business: the customer.
To advance your business, you need the best Customer Relationship Management (CRM) software.
It can be difficult to find the CRM platform that is right for your business if you don't know what you should be looking for. This is what inspired me to create this guide.
I have reviewed dozens of customer relationship management software. Below, I have summarized the top seven of them and I explain why.
- 100% free CRM software
- Contact & Task Management
- Email tracking & scheduling
- Document sharing & live chat
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The 7 best CRM software solutions of 2020
After researching and testing dozens of different CRM software, I have determined that these are the seven most common options on the market today:
HubSpot
Zoho CRM
Salesforce
Freshsales
Learn more
Apptivo
Pipedrive
We will take a closer look at the features, benefits, and pricing of each software in the comments below. Use this guide to help you find the best CRM software for your business.
Best CRM Software
HubSpot
- 100% Free CRM Software
- Contact & Task Management
- Email tracking & scheduling
- Document sharing & live chat
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HubSpot is another well-known name in the business world. Their blog is one of the best resources for content related to sales, marketing, and services.
HubSpot is unique because it offers a free CRM software. They also have a customer relationship management system for multiple roles within an organization, for example:
CRM for sales leaders
CRM for salespeople
CRM for business owners
CRM for operations managers
CRM for customer service representatives
CRM for marketing specialists
Some CRM providers offer a free trial or a free plan with basic features. But HubSpot goes beyond what you would normally get for free.
These are some of the main features of free sales CRM:
Contact management
Market management
Task management
Tracking and notifications by email
Email templates and programming
Document sharing
Meeting scheduling
Integration of email (Gmail and Outlook)
Live Chat
As for paid software, prices vary depending on the type of CRM you are looking for and the number of contacts you have.
The Marketing CRM, Sales CRM, and Service CRM all have plans starting at $50 per month. Enterprise plans for services and sales start at $1,200 per month, and marketing starts at $3,200 per month.
In my opinion, paid options are well worth the price. They come with more powerful and robust features to help you better manage your relationships with prospects and your current customer database. The return on investment of this customer relationship management software is hard to beat.
For those of you who are looking for CRM solutions for multiple departments and uses, you can also purchase a package from HubSpot. Growth suites (including sales, marketing, service) start at $112.50 per month.
You can also create your own bundle based on the specific tools you are looking for.
Zoho CRM
-The plans start at $18/month
- Convert more leads
- Engaging with customers
- Customized dashboards
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Zoho is a global leader in SaaS for businesses. Over 50 million users worldwide use its solutions. In fact, Zoho Books is featured on our list of the best business accounting software, and Zoho Inventory is on our list of the best inventory management software.
Above all, Zoho CRM is undoubtedly one of the best solutions offered by this provider. It is used by over 150,000 companies in more than 180 countries.
You can use Zoho CRM to convert leads, engage with customers, and increase your company's revenue.
Major brands like Bose, Netflix, Amazon, Ducati, and Suzuki all use Zoho CRM for managing their customer relationships.
Here is a brief overview of the plans and pricing of Zoho CRM:
Standard - $18 per user per month
Rating rules
Information about email
Workflow conversion
Web Forms
Unique and personalized fields
Custom reports and personalized dashboards
Groups and tagging
100,000 records
Professional - $30 per user per month
Real-time notifications
Process management
Integration of email on multiple devices
Online Forms
Inventory management
Google Ads Integration
Validation rules
2.5 million records
Business - $45 per user per month
Analysis of sales on demand
View of the pipeline for emails
Customize the display of your CRM folder
Integrated analysis
Multi-user portals
Custom buttons and modules
SDK and mobile application
Territory management
5 million records
All prices are for monthly plans. You can save 20% with an annual contract.
Zoho offers an Ultimate plan that is only available once a year. It includes features such as advanced customization, enhanced storage, email sentiment, and automation suggestions. But you will need to contact Zoho's sales team to get a personalized quote.
In addition, there is a free version of Zoho CRM - although it is extremely limited and only realistic for a small home business.
Salesforce
- Plans start at $25/month
- Productivity tools
- Consulting services
- Detailed analysis
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With over 150,000 companies using Salesforce CRM, it is another one of the most popular customer relationship management solutions on the market today.
Salesforce offers a wide range of CRM products for you to choose from. They provide solutions based on the type of business, role, need, and industry. Here are a few examples:
Small businesses
Service
Sales
Sales and service
Marketing
Commerce
Salesforce offers consulting services, success plans, productivity tools, integrations, and detailed analytics. It is one of the most comprehensive CRM product offerings you can find on the market today.
For the purpose of this study, I will focus on Salesforce's CRM. In my opinion, it is the best they offer. Here is an overview of the sales plans:
Essentials - $25 per user per month
Sales and support all in one
Account management
Track management
Contact management
Opportunity Management
Email integration
Salesforce Mobile Application
Professional - $75 per user per month
All essential features
The best for teams of all sizes
Prospect registration
The lead scoring
Collaborative forecasts
Business - $150 per user per month
Customizable CRM
All professional features
Workflow automation
Automating approvals
Unlimited - $300 per user per month
The best power and the best support of all plans
For big corporations
All the characteristics of the company
24/7 assistance and configuration services
Even the Essential and Professional plans will be more than sufficient for most businesses. You can try Salesforce for free with a 30-day trial period.
Freshsales
- The plans start at $19 per month
- Visual Sales Pipeline
- Lead and transaction management
- SMS Integration
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As its name suggests, Freshsales is a CRM software designed for sales teams.
It is not as popular as some of the other solutions on our list. But Freshsales CRM is still used by over 15,000 businesses. Among the most well-known brands are Best Western and Dyson.
Freshsales will help your team find and manage the best sales leads. You will be able to have relevant conversations with prospects and improve your sales pipeline.
Let's take a closer look at the prices and key features of each Freshsales subscription
Blossom - $19 per month per user ($12 with an annual contract)
Management of leads, accounts, contacts, and transactions
Visual Sales Pipeline
The lead scoring
SMS Integration
Access to marketplace applications
Access to the API
Garden - $35 per month per user ($25 with annual contract)
1,000 free contacts
250 bulk emails per user per day
5 sales sequences per user
10 teams
10 workflow automations
Lead the missions and territories
Advanced Reports
Succession - $65 per month per user ($49 with annual contract)
Advanced CRM Customization
Automatic profile enrichment (with information from social media)
Report dashboard
Event tracking
Multi-currency support
Sales objectives
Forest - $79 per month (billed annually)
European Economic Area Data Center
IP whitelist
Audit journals
Dedicated account manager
You can try one of these plans for free with a 21-day trial period. Freshsales also offers a free forever starter plan with basic features.
I love Freshsales because it is affordable and perfect for a growing sales team. You can easily scale up as your business expands.
Learn more
- Plans start at $29 per month
- Send, track, & manage emails
- Workflow automation
- Customize dashboards
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More than 25,000 companies use Insightly software for customer relationship management (CRM). Among them, big names like Bosch, AT&T, and Bloomberg.
The "Insightly" option is a bit unique compared to some of the other options we have looked at so far. In addition to sales and marketing, Insightly CRM focuses on project management. You will get all these features in one solution.
Here are some of the benefits of customer relationship management (Insightly CRM):
Management of all data
Create and deploy custom applications
Customize dashboards for metric tracking
Routing of tracks
Workflow automation
Send, track, and manage emails
Link between relationships
Insightly has an exceptional mobile application that allows you to work from anywhere. You can scan business cards, update your tasks in real time, and create new opportunities on the spot, at a client's location.
Popular tools like G Suite, Gmail, QuickBooks, Google Drive, Mail Chimp, Slack, and Dropbox all integrate with Insightly.
All Insightly CRM plans are billed on an annual basis. Here is an overview of these rates:
Addition - $29 per user per month
Professional - $49 per user per month
Enterprise $99 per user per month
You can request a demo and try it for free. Insightly offers a free forever plan with basic features for two users.
Apptivo
- Plans start at $0/month
- The premium plans start at $10/month
- Integrates with other tools
- Several applications in one
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Apptivo is another top choice for customer relationship management software. It is used by over 200,000 organizations in around 200 countries. Apptivo CRM is unique because it combines multiple applications into one solution.
In addition to customer relationship management, Apptivo also offers services
Online billing
Web assistance service
Project management
Expense notes
Field Service Tools
Email Marketing
Purchasing for supply chain management
For those of you who are in the market for these additional services, you can manage everything in one place with Apptivo CRM. It is much simpler than juggling multiple applications for different uses.
The CRM applications for Apptivo are classified into the following categories:
Congratulations
Sales Planning
Territorial management
Competitors
Work vouchers
Customers
Contact
Opportunities
Cas
Manage
Apptivo integrates tools such as Slack, Office 365, G Suite, and many others.
Here is a brief overview of the plans and prices for Apptivo CRM
Beginner - 0
Up to 3 users
500 megabytes
Sharing of basic contacts
Standard reports
Standard support
Prime - $10 per month per user ($8 with annual contract)
3 GB per user
1,000 mass emails per user
2,000 API calls
Standard support
Ultimate - $25 per month ($20 with annual contract)
10 GB per user
3,000 emails per user
20,000 API calls
Priority support
Businesses - Custom Pricing
5,000 emails per user
White label
Custom integrations
Support SLA and dedicated account manager
You can save 20% if you sign up for annual billing instead of monthly billing.
Apptivo is commonly used for businesses in the real estate, travel and hospitality, retail, wholesale, manufacturing, utilities, and energy sectors.
Pipedrive
- Plans start at $17/month
"Lead & transaction management."
- Communication monitoring
- Perspectives and in-depth reports
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Pipedrive CRM is designed to simplify your sales process.
"Over 90,000 companies use Pipedrive CRM. It is a simple and easy-to-understand platform for everyone."
This CRM was created to generate more leads and organize your sales in one place. It helps eliminate unproductive administrative tasks. It is designed to generate more sales with less work on your part.
Here are some of the key features and benefits of Pipedrive CRM:
Track management
Market management
Communication tracking
Automation
Perspectives and in-depth reports
Privacy protection and security of commercial data
Access to mobile applications
More than 150 third-party integrations
Over 24 billion dollars in sales have been achieved thanks to Pipedrive. On average, companies increase their closure rate by 28% after the first year of using this CRM.
These are the plans and prices of Pipedrive CRM
Essential - $17 per month per user ($12.50 with annual contract)
Custom pipelines
Customized fields
AI Sales Support
Definition of user and business goals
Custom dashboard
Advanced - $31 per month per user ($24.90 with annual contract)
Automation of sales tasks
Email Integration
Email templates and email automation
Product Catalogue
Professional - $59 per month per user ($49.50 with annual contract)
Call tracking
Click to call
Unlimited scheduling of meetings
Bulk Emails
Team management
Support multiple dashboards
Revenue forecasts
Custom permissions for users and administrators
Essential - $99 per month per user (billed annually)
Minimum 10 users
Dedicated account manager
Phone support
Data Importation
Enhanced security
Additional user permissions for full control
Pipedrive also has a "Leadbooster" add-on for $39 per month ($32.50 with an annual contract). This tool is billed per company, not per user. It is designed to convert more web visitors into leads. Leadbooster is actually a chatbot. It allows you to communicate with customers by providing instant answers and facilitating the scheduling of a meeting.
Try Pipedrive CRM for free for 14 days.
What is a CRM software?
CRM stands for "customer relationship management". It is a system that allows you to manage all interactions of your organization with your customers.
In general, the term "CRM" refers to a specific software that performs this task for you. A good CRM software improves sales journal communication, lead management, and even helps marketing campaigns.
But in the end, it is there forimprove your relationships with your clients This can help you retain the ones you have while attracting new customers.
Why you need a CRM
Your clients are the most crucial leverage for success. It's as simple as that. CRM software gives all members of your company the ability to improve the relationship with your client through tools such as
Sales statement
Information about customers
Segmentation
Main report
Marketing analysis
Customer service
Historically, CRM software was only used by large companies and corporations. But today, CRM has evolved to meet the needs of all organizations, regardless of their size or industry.
This means that you need to invest in a CRM software, even if your business is small.
How to choose the CRM software for your business
CRM software can be a complicated subject. With such a choice of options, finding the best solution for your business can be overwhelming.
This is the methodology that we recommend here at Quick Sprout to help you refine your search. I will explain each element in more detail so that you can make a decision based on your needs.
Team size
The size of your company and team will have a significant impact on the CRM you choose. Some solutions are better for small businesses, while others specialize in enterprise software.
You can even find CRM tools for small teams of only one or two people.
Abilities
Customer relationship management software is so diverse. It is such a broad term, and it is used in multiple departments and for various reasons.
The common categories of MRC include:
Sales
Marketing
Project management
There are even other solutions for things like customer service. Some companies offer all CRM features on a single platform. Others specialize in one category rather than another.
There are CRM solutions offered as an all-in-one solution. But in other cases, you will need to buy the software separately or bundle it into one.
Integrations
You should look for a CRM software that integrates with the popular tools you are already using. This will allow you and your team to manage everything from a single dashboard.
If you constantly have to go back and forth between multiple platforms to manage your prospects and clients, it goes against the purpose of using CRM to streamline your process.
Price
As always, price will be an important factor in choosing your CRM.
In most cases, pricing is based on the number of users you have. Depending on the platform, pricing may also be based on the number of contacts or storage you will need.
Make sure to find something within your price range. The price of CRM software ranges from 0 to over 300 dollars per user.
Conclusion
What is the best CRM software? The answer varies depending on your type of business and what you are looking for. Here is a brief summary of the seven main options on our list:
HubSpot
Zoho CRM
Salesforce
Freshsales
Learn more
Apptivo
Pipedrive
From startups to enterprises, including sales, marketing, and project management, I am confident that you will find the best CRM software for your business in this list.