1291 results
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Perfect for small-medium businesses, monday.com provides a fully customizable CRM and project management platform combined. Learn more about monday.com
Perfect for small-medium businesses, monday.com provides a fully customizable CRM and project management platform combined. Often dubbed the CRM without the frustration, monday.com easily adapts to your needs. Whether you're storing contact information, recording notes from a demo call, or launching new cross-team initiatives, all of your workflows can fit on monday.com. Finally, you can use the built-in automations to streamline any manual processes, so you can focus more on sales. Learn more about monday.com

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth. Learn more about Salesforce Sales Cloud

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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 a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs 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 is both agile and powerful. Learn more about Pipedrive

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution. Learn more about NetSuite
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Learn more about Smartsheet
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
CRM solution for growing businesses to capture new business, track post sale customer interaction, and project delivery. Learn more about Insightly
Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. Learn more about Insightly

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sales and marketing solution that combines CRM, social network/email marketing, task/project management, ticketing, and survey tools. Learn more about GreenRope
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your team do more with less. With sales, marketing and operations all built-in to the same system, you become a lean, data-driven organization. Increase collaboration, drive sales, build better relationships, and deliver optimized omnichannel customer experiences. Learn more about GreenRope

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
CRM that sits right within your Outlook. It helps manage Contacts, Sales, Projects, and Marketing. Also available as a web and mobile. Learn more about eWay-CRM
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Learn more about eWay-CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Scoro is the most comprehensive CRM & work management solution for professional and creative services. Learn more about Scoro
Your simple CRM tool isn't enough anymore? Want to have a full overview of your business? Scoro is a CRM & work management software which allows companies to control their entire workflow from one place. You'll get everything needed to manage your business: project/work/task management, contact database & CRM, customer cards & activity logs, sales pipeline, quoting and billing, advanced reporting, real-time dashboards, and more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ActiveCampaign CRM helps you sell more in less time by combining automated lead prioritization, task creation, and contact management. Learn more about ActiveCampaign
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. Learn more about Vtiger CRM
Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process from helping you capture & identify top leads, nurture deals via automated email & SMS campaigns, collaborate with teammates, analyse & forecast revenue, streamline meetings, spot deals at risk, manage proposals & quotes, and ultimately win more deals. Learn more about Vtiger CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform. Learn more about EngageBay
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Free Cloud CRM system with a variety of useful features and an integration with Zadarma free business phone system Learn more about Zadarma
Zadarma Cloud CRM solution - ZCRM - will help you keep track of relationship with existing and potential clients and partners, conveniently plan your tasks for days-months-years ahead, follow sales effectiveness and agents' performance, create analytical reports and get access to PBX, IVR and calls in one click. Learn more about Zadarma

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Virtuagym is the leader in innovative, all-in-one fitness solutions. For the smallest studio to the largest chain, we have you covered. Learn more about Virtuagym
Virtuagym offers fitness software solutions to personal trainers, independent studios and gym chains of all sizes. Built from the ground-up for fitness fanatics who want to get the most out of each working hour, Virtuagym is the perfect companion to breathe fresh life into your business. From automatic membership billing to individual member management, Virtuagym can scale to meet the demands of the smallest independent trainer or the largest gym conglomerate. Learn more about Virtuagym

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
OneHash CRM is a comprehensive business management solution helps in informed, fact-based, timely decisions . Learn more about OneHash
Grow your Business with? World's Fastest CRM Never miss a sales opportunity and lead with the most efficient cloud-based CRM solution Align all your tasks, and keep track of existing deals and leads in your sales pipeline and sales funnel. - Zero Lead Leakage - Timely Follow up - Actionable Reports - Invoices & Proposals - Smooth Email Campaigns Learn more about OneHash

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2020. Learn more about ClickUp
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. Learn more about ClickUp

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Bitrix24 is the fastest growing free CRM software used by over 8 million companies worldwide. Email marketing, quotes, invoicing too. Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 8 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. The free plan also comes with email marketing and telephony. 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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Powerful CRM for teams of 1-100 that love Macs. Integrate with Apple Mail, share with Apple Contacts & iCal, use Siri and more! Learn more about Daylite for Mac
Daylite is a powerful CRM for teams of 1-100 employees that love Macs. Integrate with Apple Mail, share with Apple Contacts and iCal, use Siri and more! Get an overview of communication with clients, status of projects and deals all in one app. Easily customizable. Flexible and grows with you. Save time with Daylite so your team can handle more clients, deals, and projects. Learn more about Daylite for Mac

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Front is the leading customer communication hub that allows companies to offer tailor-made service at scale, across all channels. Learn more about Front
Front is a customer communication hub that allows companies to offer tailor-made service at scale. We combine the simplicity of the email inbox with the automation and insights of a CRM. Behind the scenes, teammates from all departments can work together to send the best replies faster, keep messages organized across channels, and always maintain a personal touch. Teams of 5 and 5,000 alike use Front to scale their communication without compromising on quality or efficiency. Learn more about Front

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The only choice for comprehensive sales enablement. Learn more about SalesRabbit
SalesRabbit's game-changing methodology is based on research they've done with sales pros and the top teams in the industry. It targets the main traction points of every successful organization: rep motivation, team efficiency, and sales mastery. The app is built to help your company make changes that enable peak performance at every door. Their dedicated CSMs and support staff work with you to implement these strategies, ensuring you get the results every door-to-door company hopes for. Learn more about SalesRabbit

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Caspio is the world's leading NO-CODE platform for building online database applications without having to write code. Learn more about Caspio
Caspio is the world's leading NO-CODE platform for building custom CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
----> NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Learn more about NiceJob
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Integrate NiceJob with your CRM to see who your biggest fans are to identify and nurture opportunities for repeat business. Or, use NiceJob as a lite CRM to manage your leads and customers. No contracts, 14-day free trial, then just $75/month. ----> Try it free at get.nicejob.co <---- Learn more about NiceJob

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Most user-friendly CRM platform on the market. Learn more about SuperOffice CRM
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Available on any device. Learn more about SuperOffice CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc. Learn more about Kaseya BMS
Everything you need to run your IT business - All At One Low Price. Kaseya BMS is the most functionally rich business management solution on the market today, built to support all your IT business back-end requirements: Service Desk, CRM, Finance, Project Management, Billing, Time & Expense Tracking, Inventory Management, and more. Start your free trial! Learn more about Kaseya BMS

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
We provide enterprises with cost-effective Conversational AI solutions across chat, email, and voice to transform customer interaction. Learn more about Enterprise Bot
Cutting-edge AI chatbots to scale customer service and sales interactions. AI-driven Email Response Automation to manage customer emails more speedily and effectively. End-to-end Voice Automation bots for seamless customer support. We provide cutting-edge and cost-effective Conversational AI tools, across chat, email, and voice, to transform customer interaction for enterprises around the world. Learn more about Enterprise Bot

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Chatabox is a simplified CRM platform for business that is packed with lots of features and competitively priced from $35 AUD dollars. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus an array of other features starting from $35 AUD dollars. Learn more about Chatabox. Learn more about Chatabox

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM access from anywhere at anytime with the mobile app for IOS and Android. Learn more about TOCA CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Fitfactory CRM enables manufacturing SMEs to build strong customer relationships and share live work-order status with customers. Learn more about Fitfactory CRM
Fitfactory CRM enables manufacturing SMEs to build strong customer relationships and share live work-order status with customers. Our CRM package aims to simplify sales management. You can assign owners to accounts, add activities and tasks, and track who did what and when. Additionally, you can access the mobile app while on-site with customers, so you can access information on the go The advanced reporting enables you to accurately analyse performance and forecast for financial planning. Learn more about Fitfactory CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Fully customizable, Cloud-based CRM software consisting of Sales, Marketing, Project management, HR, Helpdesk, Invoicing Clouds. Learn more about CloudOffix
CloudOffix is a cloud-based CRM software that assists businesses with Sales, Marketing, Project Management, Invoicing Helpdesk and HR Clouds. Along with many other great and unique features such as website visitor tracking and mail automation, CloudOffix offers extensive full customization so that you don't have to settle for out-of-the-box products. With context based collaboration within the platform, without having to leave is an amazing comfort feature to have. Learn more about CloudOffix

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Learn more about Mailchimp

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Freshdesk is an easy-to-use customer service software that helps over 50,000 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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SharpSpring offers powerful, flexible marketing automation with fully integrated CRM and social media management for agencies and SMBs.
SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform, open architecture and free customer support, along with flexible contracts, drive real results for a growing business or digital marketing agency. Learn more at sharpspring.com. Learn more about SharpSpring from Constant Contact

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Act! CRM empowers small businesses to build and manage client relationships.
Act! CRM empowers you to build and manage client relationships and leads to drive new, repeat, and referral business. With everything you need to stay on top of engagements, take action, and run your sales in marketing in one place, you’ll use Act! to make your business stronger every day. Learn more about Act!

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
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. Learn more about Apptivo

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification

CRM Buyers Guide

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.
  • 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.