HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Key Features of HubSpot CRM
Contact Management
Deal Pipeline Management
Email Tracking and Notifications
Meeting Scheduling
Live Chat and Chatbots
Marketing Automation
Sales Automation
Custom Dashboards and Reporting
Lead Scoring
Price of HubSpot CRM
Free Tools – $0/month
Includes basic CRM, contact management, email marketing, forms, live chat, and reporting tools.
Starter – Starting at $20/month
Adds features like email marketing automation, simple conversation routing, and removal of HubSpot branding. Pricing varies depending on the number of contacts.
Professional – Starting at $500/month
Includes advanced marketing automation, custom reporting, sales sequences, lead scoring, and team collaboration tools.
Enterprise – Starting at $1,200/month
Offers enterprise-grade features such as custom objects, advanced permissions, predictive lead scoring, and more extensive analytics.
Note: Prices vary depending on whether you're purchasing individual Hubs (e.g., Sales, Marketing, Service) or bundling them as part of the CRM Suite.
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Key Features of Pipedrive
Comprehensive Sales Force Automation Tool
Dynamic Contact and Opportunity Management
Visual Opportunity and Pipeline Tracking
Integrated Mobile Sales User Support
Seamless Integration with Third-Party Apps
Insightful Reporting and Analytics Tools
Tailorable Sales Pipeline Customization Options
Intelligent AI-Powered Automated Sales Features
Price of Pipedrive
Designed for varied business needs, Pipedrive offers five pricing plans. Essential charges $24 per seat monthly or $14 billed annually and streamlines lead and pipeline management. Advanced, at $44 per seat (or $34 annually), adds full email synchronization and automation. Professional, priced at $64 (or $49 annually), introduces contract management and AI-powered tools. The Power plan, at $79 monthly or $64 annually, emphasizes project tracking and enhanced support. Enterprise, at $129 per seat (or $99 annually), unlocks complete features. A 14-day free trial is available for exploration. Tailor your solution.
3
NetSuite CRM
5 / 5
Read more about NetSuite CRM
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
Key Features of NetSuite CRM
Customer Management
Lead Management
Sales Forecasting
Marketing Automation
Real-Time Dashboards
Workflow Automation
Case and Customer Support Management
Integration with ERP and Other Systems
Price of NetSuite CRM
NetSuite CRM offers four main pricing tiers with varying features and annual costs. The Standard Tier ranges from $1,188 to $4,800, covering essential CRM functions like contact management and sales automation. The Premium Tier, priced between $11,615 and $27,600 annually, adds advanced analytics and forecasting tools. The Ultimate Tier costs from $7,188 to $10,200 and includes CPQ capabilities and real-time pricing. The Enterprise Tier, from $7,188 to $23,988, combines all features with advanced customization and partner management. A base platform fee of $999 monthly plus $99 per user monthly applies.
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
Key Features of CRM Creatio
Unified CRM Experience
360-Degree Customer View
Unlimited No-Code Customization
End-to-End Workflow Automation
Real-Time Analytics and Reporting
Opportunity Tracker
Sales Forecasting
Integrations
Price of CRM Creatio
Creatio CRM offers three core plans priced per user per month. The Growth Plan costs $25 and targets small to medium businesses with automation features. For larger companies, the Enterprise Plan is $55, delivering comprehensive automation capabilities. The Unlimited Plan, at $85, is designed for advanced enterprise needs with limitless automation potential. Additional CRM products like Sales, Marketing, and Service are available separately for $15 per user monthly, allowing customization. This composable pricing ensures businesses pay only for what they require, adapting easily to varied organizational demands.
5
monday sales CRM
4.45 / 5
Read more about monday sales CRM
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
Key Features of monday sales CRM
Lead Management with advanced scoring
Customizable sales pipeline organization workflow
Automated email tracking insight metrics
Mobile app access anytime anywhere
Workflow automation reducing manual tasks
Performance analytics for informed decisions
Seamless integration with third-party platforms
Team collaboration using shared dashboards
Price of monday sales CRM
monday Sales CRM offers a flexible tiered structure, beginning with a forever free option that supports up to two users with essential CRM features. The Basic plan is available at $12 per seat monthly (billed annually), featuring customizable pipelines and collaboration tools. Upgrading to the Standard plan at $17 per seat monthly introduces enhanced automation and robust integrations. The Pro plan, priced at $28 per seat monthly, expands analytics and tracking capabilities. For larger enterprises requiring advanced security and dedicated support, custom pricing is available upon contacting sales for details.
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
Key Features of Zoho CRM
Zia AI Assistant
Lead and Deal Prediction
Sales Process Builder
Blueprints
Enhanced Automation
Advanced Dashboard Functionality
Forecast Adjustment and Hierarchy
WhatsApp for Business Integration
Price of Zoho CRM
The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.
Bigin stands out as an affordable CRM solution designed specifically for small businesses seeking an efficient and straightforward way to manage customer relationships. Its user-friendly interface and quick setup process allow teams to begin organizing sales pipelines, contacts, and tasks with minimal effort and training. The platform centralizes leads, customers, and deals in one place, enhancing engagement and conversion rates while automating routine tasks like follow-ups and lead assignments to boost productivity. Additionally, Bigin’s seamless email integration, built-in telephony, customizable pipelines, and mobile apps ensure businesses remain connected and adaptable, making it an ideal choice for those wanting powerful CRM capabilities without unnecessary complexity.
Key Features of Bigin
Pipeline Management
Team Pipelines
Connected Pipelines
Task Management
Multichannel Communication
Automation
Mobile Applications
Customization
Price of Bigin
Bigin offers three main plans priced per user each month. The Free plan costs nothing and includes essential CRM features like customizable dashboards and templates, ideal for small businesses. The Express plan is $7 per user annually or $9 monthly, adding more customization, integrations, and workflow automation for growing companies. The Premier plan, at $12 annually or $15 monthly per user, provides the highest limits on records, pipelines, and advanced automation, suited for businesses needing scalability. A free trial is available to test paid features before committing.
Pipeline CRM is a dynamic sales management solution that equips your team with real-time insights into every stage of the sales process, ensuring that high-potential leads are prioritized with precision. Its sophisticated automation features effortlessly handle routine tasks—such as follow-up emails and status updates—freeing up valuable time for your sales professionals to nurture relationships and close deals. Additionally, the platform is tailored to your unique workflows through customizable deal stages and fields, and it integrates smoothly with popular tools like Gmail and QuickBooks, all while providing in-depth analytics for data-driven sales strategies.
For those interested in Pipeline CRM, pricing starts at the Start Plan for $25 per user monthly (annual billing) or $29 monthly (billed monthly), including one sales pipeline and manage up to 250 active deals. The Develop Plan, at $33 or $39 per user monthly, offers more features such as two pipelines, higher deal capacity, and unlimited reporting. The Grow Plan, the most popular, elevates functionalities with five pipelines and unlimited deals, while the Enterprise Plan is custom tailored. A 14-day free trial is available now to explore these options.
LeadSquared Sales + Mobile CRM is designed to empower organizations by optimizing their field sales operations through a powerful mobile platform that ensures seamless access to crucial CRM features on smartphones and tablets. Its fast, streamlined interface coupled with offline capabilities guarantees that sales teams remain productive and connected even in areas with limited connectivity. The system’s automation features simplify workflows and minimize manual tasks, helping to increase lead conversion rates and overall efficiency. Additionally, real-time tracking, geolocation, and route optimization provide managers with detailed insights into team performance, while sales representatives benefit from prioritized tasks and integrated communication tools to engage prospects more effectively.
Key Features of LeadSquared Sales + Mobile CRM
Lead Capture from Multiple Channels
Automated Lead Distribution
Mobile Field Sales Management
Geolocation and GPS Tracking
Sales Territory Management
Multichannel Communication
Offline Functionality
Real-Time Notifications and Alerts
Price of LeadSquared Sales + Mobile CRM
LeadSquared Sales Mobile CRM offers three annual subscription plans priced per user each month. The LITE plan costs $15 and provides essential CRM tools like lead management and basic sales automation. For $50, the PRO plan adds advanced automation, enhanced analytics, and mobile CRM features. The top-tier SUPER plan, priced at $100, includes premium integrations, extensive sales automation, territory management, and expanded support. All plans come with a 15-day risk-free trial without requiring credit card details, allowing users to evaluate features before committing.
10
Daylite for Mac
4 / 5
Read more about Daylite for Mac
Daylite is a macOS and iOS-native CRM and business productivity application developed by Marketcircle, tailored specifically for small businesses and professionals operating within the Apple ecosystem. It seamlessly integrates contact management, sales tracking, project organization, and calendar coordination into a unified platform. By leveraging native Apple features such as Apple Mail, Contacts, and Calendar, Daylite offers a cohesive user experience across Mac, iPhone, and iPad devices. Its offline functionality ensures uninterrupted access to critical business information, even without an internet connection. Designed to enhance team collaboration and streamline workflows, Daylite provides tools that support the entire client lifecycle—from initial contact and sales opportunities to project completion and follow-ups.
Key Features of Daylite for Mac
Contact Management
Task Management
Calendar Integration
Email Integration
Sales Pipeline Management
Project Management
Smart Lists
Customizable Workflows
Price of Daylite for Mac
CRM Plan: Priced at $25 per user per month or $250 annually, this plan includes core CRM functionalities such as contact and task management, calendar integration, and email linking.
Sales Plan: At $40 per user per month or $400 annually, this plan builds upon the CRM features by adding sales-specific tools like opportunity tracking, sales pipelines, and reporting capabilities
Projects Plan: Also priced at $40 per user per month or $400 annually, this plan focuses on project management features, including project pipelines, task assignments, and progress tracking.
Business Plan: For a comprehensive solution, the Business Plan is available at $55 per user per month or $550 annually, encompassing all features from the CRM, Sales, and Projects plans.
Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.
Key Features of Jotform
Powerful User-Friendly Survey Builder Tools
Vast Library of Customizable Templates
Real-Time Comprehensive Reporting and Analytics
Seamless Embedded Website Form Integration
Innovative Optimized Mobile-Friendly Form Experience
Dynamic Conditional Logic for Customization
Extensive Integrations with Third Parties
Secure Payments Integration for Commerce
Price of Jotform
Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.
12
DejaOffice
4 / 5
Read more about DejaOffice
DejaOffice PC CRM is an on-premise customer relationship management solution developed by CompanionLink Software. Tailored for small to medium-sized businesses and professionals, it offers a comprehensive suite of tools for managing contacts, calendars, tasks, and notes. Unlike cloud-based CRMs, DejaOffice stores data locally, providing enhanced security and faster access. The software integrates seamlessly with applications like Microsoft Outlook, Act!, and GoldMine, and supports synchronization with Android and iOS devices via USB, Wi-Fi, Bluetooth, or DejaCloud. Its user-friendly interface and customizable features make it a versatile choice for those seeking a reliable and secure CRM solution.
Standalone: Priced at $69.95, this plan includes core features like contact management, calendar scheduling, task and note tracking, and synchronization with mobile devices.
Express: At $149.95, this plan adds advanced features such as integration with Outlook, Act!, and GoldMine, as well as support for additional custom fields and enhanced synchronization options.
Pro: For $199.95, the Pro plan offers multi-user support, allowing teams to share data across a network, along with all features included in the Express plan.
13
Shape Legal
4 / 5
Read more about Shape Legal
Shape Legal is a cloud-based legal CRM and business automation platform designed to help law firms streamline operations, manage client relationships, and boost productivity. It integrates case management, marketing automation, communication tools, and analytics into a single, customizable system. Tailored for legal professionals, Shape Legal enables firms to automate administrative tasks, manage leads, and maintain client engagement through built-in calling, texting, and email tools. With a white-labeled client portal, firms can offer a branded experience for clients to upload documents, track case progress, and communicate securely. The platform supports solo practitioners as well as large firms, offering scalability and flexibility to adapt to various practice sizes and areas.
Key Features of Shape Legal
Contact and Case Management
Sales and Marketing Automation
Built-in Calling and Bi-directional Texting
Lead Capture and Distribution
Customizable Workflows and Templates
White-labeled Client Portal
Reporting and Analytics
Price of Shape Legal
Shape Legal offers a single, comprehensive pricing plan at $119 per user per month, which includes access to all features without limitations. For those opting for annual billing, the cost is reduced to $99 per user per month.
14
InfoFlo
4 / 5
Read more about InfoFlo
InfoFlo is a customer relationship management (CRM) solution developed by Carmel Vision, tailored for small to medium-sized businesses seeking an affordable and customizable platform. It offers both on-premise and cloud-based deployment options, providing flexibility based on organizational needs. The software integrates seamlessly with Microsoft Outlook, enabling users to manage contacts, emails, calendars, and tasks within a unified interface. InfoFlo's intuitive design facilitates efficient management of customer interactions, document archiving, and project tracking, making it a comprehensive tool for enhancing business productivity.
Key Features of InfoFlo
Contact Management
Email Integration
Calendar Management
Task Management
Document Management
Lead and Opportunity Tracking
Customizable Dashboards
Price of InfoFlo
On-Premise Plan: A one-time payment of $99 per user, providing lifetime access with free upgrades. This option is ideal for businesses that prefer to host their CRM data on their own servers.
Cloud-Based Plans:Starter Plan: Priced at $30 per user per month, includes core CRM functionalities along with three add-ons.
Advanced Plan: Priced at $35 per user per month, includes all features of the Starter Plan plus two additional add-ons, totaling five.
15
eWay-CRM
4 / 5
Read more about eWay-CRM
eWay-CRM is a robust customer relationship management solution designed to integrate seamlessly with Microsoft Outlook, transforming it into a comprehensive CRM platform. Tailored for businesses of all sizes, eWay-CRM offers modules for contact and company management, sales tracking, project management, and marketing automation. Its deep integration with Outlook allows users to manage emails, tasks, calendars, and contacts within a familiar interface, enhancing productivity and user adoption. Additionally, eWay-CRM provides mobile applications for iOS and Android, ensuring access to critical CRM data on the go.
Key Features of eWay-CRM
Outlook Integration
Contact and Company Management
Sales Pipeline Management
Project Management
Marketing Automation
Task and Calendar Synchronization
Email Tracking and Templates
Price of eWay-CRM
Free Plan: $0 per user/month. Includes basic CRM functionalities such as contact and company management, email integration, and limited storage.
Lite Plan: $20 per user/month. Adds features like enhanced customization options, additional storage, and basic workflow automation.
Standard Plan: $27 per user/month. Incorporates advanced features including project management, time tracking, and more extensive customization capabilities.
Plus Plan: $40 per user/month. Offers the full suite of features, including advanced marketing tools, detailed analytics, and priority support.
Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.
Key Features of Salesforce CRM
Contact Management
AI Capabilities (Einstein AI and Einstein GPT)
Automation, Workflows, and Approvals
Reports, Dashboards, and Analytics
Sales Opportunity Management
Omni-Channel Support
Collaboration Tools (with Slack Integration)
Third-Party Integrations
Price of Salesforce CRM
The Salesforce Starter Suite costs $25 per user per month, suitable for small businesses needing basic CRM features. For growing businesses, the Professional plan is $100 per user monthly, offering automation, real-time chat, and access to the AppExchange. The Enterprise plan at $165 per user per month adds pipeline management and advanced automation, ideal for scaling companies. Large enterprises might prefer the Unlimited plan at $330 per user monthly, which includes AI and premier support. High-performance teams can opt for Einstein 1 Sales at $500 per user monthly, featuring generative AI and Slack integration.
Close is introduced as a CRM solution that aims to streamline overall sales processes and consolidate customer communication into one efficient platform. Though specific details are not provided, the product’s focus appears to center on empowering sales teams with simplified workflows and a unified approach to managing customer relationships. For businesses in search of a reliable CRM software option, Close promises a robust framework that could support both everyday sales activities and long-term client engagement strategies. Ultimately, its general orientation suggests that it is designed to meet the core demands of organizations looking for an adaptable, efficient CRM tool.
Key Features of Close
Robust Contact and Account Management
Pipeline and Opportunity Management System
Efficient Task and Activity Management
Seamless Automated Workflow Process Optimization
Targeted Email Marketing Campaign Tool
Reliable Real-Time Two-Way Email Synchronization
Comprehensive Mobile CRM Accessibility Solution
Powerful Integration with Third-Party Applications
Price of Close
Close offers tailored CRM pricing plans. The Startup plan costs $49 per user monthly, designed for small teams with features including leads, contacts, pipelines and essential automation. The Professional plan at $99 offers enhanced functionalities for larger teams, increased leads and contacts, added workflows, and Power Dialer. For demanding organizations, the Enterprise plan is available for $139 per user monthly, providing unlimited leads, advanced customization, dedicated account management, and robust tools. Additionally, Close includes a risk-free 14-day trial without requiring a credit card. Explore these plans for boosted productivity.
Pipeliner CRM stands out for its user-friendly design that encourages quick adoption among sales teams, addressing a common challenge in CRM implementation. Its AI-driven features automate routine tasks, freeing sales professionals to concentrate on strategic priorities and boosting overall productivity. Additionally, Pipeliner supports consistent sales processes and offers powerful analytics tools, equipping management with valuable insights. Cost-efficiency is another key benefit, as the platform can be rapidly deployed without the need for a dedicated administrator, ensuring a swift return on investment and lower total ownership costs.
Key Features of pipeliner
Visual Relationship Mapping
Multiple Accounts functionality
Comprehensive Forecasting capabilities
No-code Workflow Automation Engine
Email Integration with MS Outlook and Gmail
Personalized Email Templates
AI-powered duplicate checking and advanced sales tools
Mobile Accessibility
Price of pipeliner
Pipeliner CRM's Starter Plan begins at $65 per user monthly or $50 if billed annually, requiring a minimum of three users and offering basic sales management and collaboration tools. The Business Plan costs $85 monthly or $70 annually per user, adding full CRM functionality and customization. The Enterprise Plan is priced at $115 monthly or $100 annually, providing advanced reporting and enhanced customization. The Unlimited Plan, at $150 monthly or $125 annually per user, includes advanced features and add-ons not found in other plans. A free trial is available for evaluation.
EngageBay All-in-One Suite is presented as an integrated platform designed to consolidate various marketing activities into a single, manageable solution. It serves as a comprehensive tool aimed at addressing the fundamental requirements of modern marketing teams, enabling them to streamline operations and coordinate multiple tasks effectively. The suite’s approach suggests it is tailored to support a unified marketing strategy while simplifying daily management processes. For prospective customers exploring marketing automation software, this all-in-one solution appears to promise a cohesive framework to drive operational efficiency and improve overall campaign performance.
Key Features of EngageBay
Powerful Email Marketing Automation Suite
Comprehensive Robust Campaign Management Platform
Intelligent Automated Lead Management System
High-Converting Landing Pages And Forms
Effective Drip Campaigns For Nurturing
Advanced A/B Testing Optimization Tools
Actionable Web Analytics And Insights
Integrated Social Media Marketing Management
Price of EngageBay
EngageBay’s All-in-One Suite delivers varied pricing plans for marketing automation needs. The free option covers essential tools for startups with up to 1,000 contacts and basic features. The basic plan, at $8.99 per user monthly, expands capabilities including email templates and SMS marketing. The growth plan at $29.99 per user steps up with marketing automation, A/B testing, and advanced customization. Finally, the pro plan, priced at $47.99 per user, unlocks unlimited contacts, robust analytics, and premium support. Discounts for annual billing and a free trial further enhance the value proposition.
20
Zengine by WizeHive
5 / 5
Read more about Zengine by WizeHive
Zengine by WizeHive stands out for its extensive customization capabilities, allowing organizations to adapt dashboards, reports, and workflows precisely to their unique requirements, which significantly boosts operational efficiency. The platform’s intuitive interface simplifies both the application submission and review stages, making it accessible even for newcomers and fostering higher application engagement. Automation features further reduce manual workload by handling tasks like bulk emailing and review assignments, while seamless integrations with tools such as QuickBooks and Salesforce enhance data synchronization. Security measures, including real-time backups and audit trails, ensure data protection and compliance with privacy standards, providing users with reliable and transparent management of their information.
Key Features of Zengine by WizeHive
Customizable Application Forms
Comprehensive Grant Management
Intuitive Review System
Administrative Task Automation
Workflow Customization
Reporting Capabilities
Collaboration Features
Security Features
Price of Zengine by WizeHive
Zengine by WizeHive does not publicly share specific pricing details. The platform uses a quote-based model tailored to each organization’s needs, typically offered as an annual subscription. There is no free version or free trial available. Due to the customized nature of pricing, prospective customers must contact WizeHive directly to receive a detailed quote that fits their specific requirements.
ActiveCampaign distinguishes itself with a robust suite of automation tools that prospective customers can leverage to tailor intricate workflows using over 135 triggers and 500 pre-built recipes. Its intuitive automation builder not only simplifies the creation of personalized customer journeys but also elevates conversion potential by engaging audiences precisely when it matters most. The platform’s commitment to superior email deliverability—bolstered by meticulous list management and spam testing—ensures that communications consistently reach their intended recipients. Additionally, with seamless integration across more than 900 third-party applications and comprehensive reporting tools that deliver actionable insights, ActiveCampaign unifies marketing and sales strategies, making it a compelling option for those seeking an efficient software solution.
Key Features of ActiveCampaign
Advanced Email Marketing Automation Suite
Interactive Drag-and-Drop Automation Builder Tool
Powerful CRM Integration for Sales
Comprehensive Reporting and Analytics Dashboard
Customizable Forms and Landing Pages
Robust Integrations with Leading Apps
Intelligent Predictive Sending Optimization System
Effective Email Deliverability Optimization Tools
Price of ActiveCampaign
ActiveCampaign pricing delivers versatile options. A 14-day free trial unlocks Pro-level features for 100 contacts. The Starter plan starts at $19/month for 1,000 contacts with a 10x email limit and essential automation. The Plus plan, at $49/month, introduces advanced automation, landing pages, and generative AI. The Pro plan charges $79/month, offering dynamic segmentation, conditional content, and priority support. For businesses seeking deeper customization, Enterprise begins at $145/month with exclusive features. Custom pricing is available for large contact bases, ensuring an adaptable solution for diverse marketing needs. Scalability meets affordability.
Accelo is presented as a solution tailored to streamline service delivery and enhance operational efficiency for professional services teams. The platform emphasizes a comprehensive approach to managing client work, blending task automation with integrated communication tools, which can be critical for organizations juggling multiple projects. With its design focused on harmonizing customer engagement and internal workflows, Accelo positions itself as a promising contender in the professional services automation space. Its adaptable features are intended to empower teams to reduce administrative burdens while driving improved service outcomes.
Key Features of Accelo
Comprehensive Sales Force Automation Suite
Intuitive Task Management and Assignment
Real-time Reporting and Analytics Platform
Robust Project Management and Planning
Accurate Time Tracking for Billing
Seamless Billing Integration and Invoicing
Customizable Client Portal for Transparency
Efficient Workflow Automation Across Teams
Price of Accelo
Accelo uses a tiered pricing model available via custom quotes tailored to professional services automation needs. The Professional plan targets profitable service firms with comprehensive project, sales, quote, time logging, invoicing, and financial dashboard functionalities. Building on that, the Business package includes additional capabilities such as shared inbox, retainer and ticket management, plus enhanced expense and billing processes. Finally, the Advanced plan offers powerful automation through custom workflows, smart scheduling, asset management, and improved reporting. No free trial is available; for complete details, contact Accelo directly. Request further details promptly.
Streak revolutionizes the way users manage customer relationships by seamlessly integrating CRM functionalities directly into Gmail, eliminating the hassle of toggling between disparate applications and thereby streamlining communication. With features such as email tracking that alerts you when messages are opened, the platform ensures that timely follow-ups are never missed, fostering a more engaged client interaction. The customizable pipelines provide a vivid visualization of various workflow stages, immensely aiding project management while clarifying the progression of tasks and deals. Additionally, Streak’s efficient mail merge capability and robust task management features, coupled with flexible pricing options including a free version, make it an appealing choice for professionals seeking a cohesive and intuitive CRM solution.
Key Features of Streak
Customizable pipelines for workflow management
Advanced email tracking for insights
Personalized mail merge for outreach
Dynamic custom views for collaboration
Efficient task management within Gmail
Integrated Google Workspace application suite
Instant real-time notifications for updates
Seamless team collaboration and sharing
Price of Streak
Streak pricing offers straightforward options for individuals and teams. The Solo Plan is priced at $19 monthly or $15 billed annually, offering basic CRM, limited mail merge, and pipeline capacity. The Pro Plan costs $59 monthly or $49 annually and supports teams with unlimited pipelines and enhanced mail merge. For users needing automation and extensive reporting, the Pro+ Plan is available for $89 monthly or $69 annually. Finally, the Enterprise Plan, at $159 monthly or $129 annually, provides custom roles and priority support. A 14-day free trial is currently offered.
Onpipeline is a versatile CRM solution, centralizing customer information in one accessible hub that facilitates team collaboration and streamlines data retrieval. Its highly customizable database fields empower organizations to tailor the software to their specific operational needs, ensuring that vital industry-specific details are meticulously tracked. The intuitive, user-friendly interface, combined with powerful activity management tools, makes it simple to schedule, monitor, and execute tasks linked to deals and customer interactions. Moreover, with its HIPAA compliance and detailed reporting features, Onpipeline stands out as a compelling choice for businesses seeking an agile and secure software solution for managing customer relationships.
Key Features of Onpipeline
Fully Customizable Sales Pipelines
Comprehensive Centralized Contact Management
Advanced Activity and Task Tracking
Powerful In-depth Reporting and Analytics Suite
Professional Dynamic Quote and Proposal Management
Integrated Multicurrency Invoicing and Billing System
Automated Streamlined Sales Process Efficiency
Optimized Mobile-friendly CRM Access
Price of Onpipeline
Onpipeline offers four distinct pricing plans with varying features catering to different business sizes. The Pipeline Plan is priced at $25 per user monthly, ideal for beginners needing basic contact management and multiple pipelines. The Standard Plan, at $39 per user monthly, enhances operations with lead management through automations and communication tools. Advanced users find the $58 per user plan enriched by data center access and enhanced tracking, while larger teams opt for the customizable solution starting at $99 per user. A 30-day free trial provides system access without credit card requirements.
The Role of CRM in Elevating Customer Service
Customers are the lifeblood of a business. As such, it is crucial to build a positive relationship with your customers. A recent study revealed that 70% of customers would purchase more from brands they trust (Adobe, 2021). Similarly, brands with customers that trust them are also able to get more positive recommendations. As such, it is a worthwhile endeavor to nurture customers through personalized experiences.
To accomplish such, it would be helpful to have a customer relationship management (CRM) software in your arsenal of business systems. These platforms can equip you with the tools you need to understand your customers and meet their needs. In this guide, we outline some of the leading CRM software on the market to help you determine which one suits your unique business needs.
Managing your relationships with your customers is critical to making your business successful. You have to take advantage of any opportunity to connect with them. This is where CRM comes in. WayPath (2021) stated that entrepreneurs use CRM to manage all their interactions with their existing and potential customers. CRM is about harnessing technology to have meaningful connections with your customers for the benefit of your business.
An often overlooked yet crucial aspect of CRM software is its ability to enhance customer service capabilities. Beyond managing sales pipelines and automating marketing efforts, a well-integrated CRM system serves as a hub for delivering personalized, responsive, and seamless support experiences. By centralizing customer information, CRM tools empower businesses to resolve inquiries more efficiently and anticipate customer needs based on historical interactions.
With advancements in CRM functionalities, many platforms now integrate with customer service software examples to further refine the support ecosystem. These integrations enable businesses to synchronize customer interactions across multiple channels, from emails and calls to live chats and social media. This ensures a unified approach to addressing customer concerns while keeping response times at a minimum.
Moreover, CRM-driven analytics provide actionable insights into common customer pain points, helping businesses proactively improve the quality of their service. For instance, companies can monitor recurring issues or preferences and tailor their support efforts to exceed customer expectations, fostering loyalty and trust. In an era where customer experience is increasingly a competitive differentiator, leveraging CRM for superior service delivery is no longer optional—it’s essential.
CRM Software Statistics
Over the years, like backup solutions, CRM software has transformed from being a nice-to-have tool into a crucial part of every business’ tech stack. So much so that recent CRM software statistics revealed that 91% of business organizations with at least 10 employees utilize CRM in their operations (Grand View Research, 2022).
With the rapid acceleration of digital transformation efforts across industries post-pandemic, it is no longer a surprise that the CRM market is poised to grow further in the upcoming years. In 2020, its market size was valued at $45.671 billion and is projected to increase to $49.597 by 2025 (Statista, 2022).
After all, with CRM solutions, many businesses can address marketing challenges, alongside concerns in sales and customer support processes. For instance, it can help in maximizing multi-channel performance as well as deliver exceptional customer experiences. It can also serve as a single source of truth that can help align marketing and sales efforts, especially at a time when businesses expect 64% of their customer engagement to be completely digital by 2025 (Twilio, 2022).
These aside, it is also important to note that CRM tools give users access to data, which is crucial in today’s business landscape. In fact, 95% of businesses agree that the ability to utilize customer data is considered one of their biggest growth levers in the next three years. (Twilio, 2022). This is echoed by another 2022 report, which discovered that 96% of CRM users said that accurate data can be instrumental to boosting conversion rates and improving business decision-making.
However, before you invest in a CRM software, you should also know that a platform is only as good as the data that you feed it. As such, you must ensure the quality of the data you collect. Consider the following data from Validity’s State of CRM Data Management 2022 report:
75% of marketers say inadequate outreach due to poor data quality has caused them to lose customers.
50% of companies reported losing sales prospects because of poor CRM data quality.
44% of marketers say that their company has lost over 10% in their annual revenue because of inaccurate or poor-quality CRM data.
With these data in mind, understanding how your CRM works and what data to collect is critical to the success of your digitalization efforts.
CRM Software Trends
The demands of modern consumers are ever-changing. One moment, consumers prefer to shop at brick-and-mortar shops than online stores; the next, customers have digital experience expectations. In fact, recent CRM software statistics show that 65% of consumers in the United States say they prefer having more online brand experiences (Appnovation, 2021).
With the volatility of customer expectations, it can be difficult for many companies to keep up. As such, it is important to keep tabs on the shifts in the industry as well as CRM software trends. Understanding how customers and the business landscape are changing can make it easier to create targeted strategies and invest in the right solutions that will future-proof your operations. Among the trends worth taking a look at in the CRM industry today are:
Increased Need for Social CRM. As of October 2022, 59.3% of the total global population use social media (Kepios, 2022). More importantly, among these social media users, many utilize it to interact with businesses. For instance, 26.2% are there to look for something to purchase while 22.6% use it to see content from brands (Kepios, 2022). As more consumers rely on social media platforms to reach out to businesses, it becomes more important for companies to utilize social CRM systems that will allow them to consolidate these interactions.
Higher Demand for Self-Service CRM. Recent CRM software trends and SaaS statistics show that more customers are looking for self-service channels. In fact, a 2022 survey noted that 81% of consumers prefer to have more self-service options in the near future (NICE, 2022). Simply put, they want more access to information without having to talk to agents. With that said, using self-service CRMs to create customer portals, searchable knowledge bases, and the like, may become critical in the coming years.
Fewer barriers to CRM adoption. CRM platforms are getting cheaper, easier to use, and simpler to implement. In recent years, more providers have been offering freemium options to smaller businesses and there are also plenty of vertical CRMs on the market, making it more attractive to specific industries. Moreover, as the post-pandemic business landscape has become more dependent on digital solutions, companies can expect an increase in the adoption rate of this technology.
How Can CRM Systems Enhance Your Financial Operations?
Modern CRM platforms are increasingly integrating with financial tools to streamline backend operations and improve data accuracy. By connecting with specialized solutions like invoice processing software, organizations can automate invoicing, reconcile payments, and generate real-time financial insights without additional manual intervention. This integration reduces processing delays and minimizes errors, allowing for a consolidated view of customer interactions alongside financial performance. It also facilitates more efficient cash flow management and resource allocation, contributing to strategic decision-making and sustainable business growth.
Which CRM Software Is The Best For You?
There are numerous CRM software that you can choose from to help manage and grow your business. However, there are no standard parameters to gauge the best CRM software in the market. You are the only one who could tell which is best suited to your business.
Each business owner has specific needs, so the CRM you choose will depend on your business goals and budget. Identifying your objectives in getting CRM software would be the first step in determining the right tool for your business.
Key Insights
Significance of CRM Systems: CRM software has transitioned from a nice-to-have tool to an essential component of business operations, with 91% of organizations with at least 10 employees utilizing CRM systems.
Market Growth: The CRM market is projected to grow significantly, from $45.671 billion in 2020 to $49.597 billion by 2025, driven by the acceleration of digital transformation efforts post-pandemic.
Customer Data Utilization: 95% of businesses consider the ability to utilize customer data as a key growth lever, and 96% of CRM users believe accurate data boosts conversion rates and improves decision-making.
Importance of Data Quality: Poor data quality can lead to inadequate outreach and lost sales opportunities, with 75% of marketers reporting customer loss and 50% of companies losing sales prospects due to poor CRM data.
Consumer Preferences: Modern consumers increasingly prefer online brand experiences, with 65% of U.S. consumers favoring more online interactions with brands.
Trends in CRM Software:
FAQ
What is CRM software? CRM (Customer Relationship Management) software is a tool that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. Its goal is to improve customer relationships, aid in customer retention, and drive sales growth.
Why is CRM important for businesses? CRM software is important because it enables businesses to maintain organized records of customer interactions, streamline processes, enhance communication, and provide better customer service. It also helps in understanding customer needs and preferences, leading to increased customer satisfaction and loyalty.
How has the CRM market grown in recent years? The CRM market has seen significant growth, valued at $45.671 billion in 2020 and projected to reach $49.597 billion by 2025. This growth is driven by the increasing adoption of digital solutions and the need for businesses to manage customer relationships more effectively in a digital-first world.
What are some key features of CRM software? Key features of CRM software include contact management, lead and opportunity management, sales automation, email marketing, customer service management, reporting and analytics, and integration with other business tools.
How does CRM software help with data management? CRM software helps with data management by providing a centralized platform to store and organize customer data. It allows businesses to track customer interactions, analyze data for insights, and ensure data accuracy and consistency, which is crucial for informed decision-making and effective marketing strategies.
What is social CRM, and why is it important? Social CRM integrates social media channels with traditional CRM systems, allowing businesses to manage and analyze customer interactions from social media platforms. It is important because a significant portion of customers use social media to engage with brands, and businesses need to consolidate these interactions for a comprehensive view of customer behavior.
What are self-service CRM systems? Self-service CRM systems provide customers with tools to find information and resolve issues on their own, such as customer portals, knowledge bases, and automated chatbots. These systems cater to the increasing consumer preference for self-service options and help businesses reduce support costs and improve customer satisfaction.
How can poor data quality impact CRM effectiveness? Poor data quality can lead to inaccurate customer insights, ineffective marketing campaigns, lost sales opportunities, and overall decreased efficiency in customer relationship management. Ensuring high-quality data is essential for maximizing the benefits of CRM software.
What should businesses consider when choosing a CRM system? When choosing a CRM system, businesses should consider factors such as their specific needs and goals, the features offered by the CRM, ease of use, scalability, integration capabilities with other business tools, data security, and cost.
How can CRM software improve customer engagement? CRM software can improve customer engagement by providing businesses with tools to personalize interactions, track customer preferences, automate follow-ups, and provide timely and relevant communication. This helps build stronger relationships with customers and enhances their overall experience with the brand.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.