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monday sales CRM empowers sales teams to manage every aspect of their sales cycle and customer data in one centralized place. Learn more about monday sales CRM
Perfect for small-medium businesses, monday sales CRM is a no-code fully-customizable CRM built on top of monday.com Work OS. Dubbed the CRM without the frustration, it handles all sales processes and client communication in one place. From capturing leads, managing contact info, tracking deals or collaborating across departments, monday sales CRM lets you manage it all. You can use built-in automations or easily create your own to streamline any manual work so you can focus more time on sales. Learn more about monday sales CRM

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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 100'000+ 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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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 Email Campaigns. 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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Upzelo is a game changing new way for subscription based businesses to reduce their churn and improve their subscription retention. Learn more about Upzelo
Upzelo is a completely new way for subscription businesses to 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. It's time to give retention more attention. Learn more about Upzelo

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2022. Learn more about ClickUp
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 20 to 10,000 employees across all industries Learn more about SugarCRM
SugarCRM has more than 2 million users across 120 countries. Our customers range from start-ups and mid-size businesses to enterprise organisations and cover all industries. In Europe, our customers include Rightmove, Mazars, Sennheiser and Deutsche Telefon. SugarCRM is ranked as a Champion CRM platform in the 2022 CRM Emotional Footprint Awards by Software Reviews — a ranking based entirely on user input. Learn more about SugarCRM

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Front is more than a communication hub — it’s how 7500+ companies build lasting business relationships. Learn more about Front
Front is a customer communication hub that surrounds every high-stakes conversation with team collaboration capabilities and contextual data to ensure responses are always fast, accurate and deeply personalized. More than 7,500 businesses, including Shopify, Airbnb, Hulu, Lyft, and Mailchimp, use Front to build better customer relationships, one conversation at a time. Learn more at front.com. Learn more about Front

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Learn more about NiceJob
NiceJob provides the simplest and most effective way to engage with your customers post-purchase and get more reviews online. Integrate NiceJob with your CRM to get your customers to leave you a review or give you a referral. Engage with your customers at each point of their customer journey to ensure maximum customer satisfaction. No contracts, 14-day free trial, then just $75/month. Learn more about NiceJob

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package Learn more about InfoFlo
We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync. Learn more about InfoFlo

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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. Learn more about Stacker

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Modera Salesfront is a dealership CRM system that helps automotive dealers and mobile CRM showrooms manage sales operations. Learn more about Modera Salesfront
Why choose Modera Salesfront? Modera is an all-in-one solution for your dealership that helps to solve most common problems that occur in the car sales field. If you are looking for ways to make your dealership more effective, reduce the time wasted on different processes that could be simplified or if you need a better understanding of your team’s weak points, Modera Salesfront is perfect for you. Learn more about Modera Salesfront

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Collaboration platform built for email management, customer support, and task management. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around 3 pillars: -Inbox management: Managing emails can be a tedious task. Rooftop helps you classify, process, and retrieve emails easily. - Collaboration: Rooftop was built to make it possible for teams to collaborate on emails and tasks. - Task management: Manage all your tasks and projects in Rooftop. You can build all kinds of workflows and sales pipelines. Learn more about Rooftop

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Chatabox is the out of box CRM platform that is packed with lots of features and competitively priced from $6 AUD dollars per month. Learn more about Chatabox
Chatabox is the out of the box CRM that is user-friendly, scalable, with workflow and automation that simplifies the sales and lead management process that is priced from $6 AUD dollars per month. A cloud-based solution that tracks and shares contact emails, attachments, appointments, customer relationships, marketing, leads generation, payment and collections, storage, quotes and proposals, invoicing along with customisable dashboards plus an array of other features. Please try Chatabox. Learn more about Chatabox

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Voiro builds monetisation infrastructure for advertising and subscription-based businesses. Learn more about Voiro
Voiro builds the technology you need to drive your business, so that you don’t have to. We simplify work for media sales, operations and finance teams, making them more efficient and productive. We enable faster and better decisions across your teams, with a razor sharp focus on data. And we draw sharp insights from your revenue data, empowering teams to manage their risk, find new revenue opportunities and build stronger, higher-performing businesses. Learn more about Voiro

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Meetsales offers so much more than your ordinary CRM SOLUTION. Its features will elevate your sales process to the next level. Learn more about Meetsales
Looking for a CRM SOLUTION that also can offer more useful features for your sales team? Whether you need the initial platform for your new business, a replacement for an old system that requires optimization, or a complementary tool to your existing stack - Meetsales will be a perfect choice. It integrates with existing CRMs or can be used as an all-in-one virtual sales command center. Learn more about Meetsales

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
A CRM for small & medium businesses who are seeking both simplicity and customizability as they build relationships and win more sales. Learn more about Evolved Metrics CRM
Evolved Metrics CRM is designed for small and medium businesses seeking both simplicity and customizability as they develop customer relationships and win more opportunities. Most businesses don’t require the complex features they are forced to pay for with other CRMs, so Evolved Metrics offers an easy-to-use alternative that has everything needed to win at sales. When a CRM enhances and improves sales interactions from start to finish, people in sales can enjoy doing what they do best. Learn more about Evolved Metrics CRM

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
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

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for 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, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Contact Management
  • Internal Chat Integration
  • Email Marketing
  • Lead Management
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Interaction Tracking

CRM Systems 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.