InTouch CRM Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
InTouch CRM: Top CRM Software
3.9 / 5
Featured CRM Software Alternatives for InTouch CRM
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
InTouch CRM Review
What is InTouch CRM
InTouch CRM streamlines customer relationship workflows by centralizing contact and lead management, enabling teams to store comprehensive client information and access the latest updates efficiently. This reduces risks of miscommunication and lost opportunities, a critical aspect when evaluating InTouch CRM features and benefits.
Automation is a key strength, allowing companies to set triggers for follow-up emails, appointment reminders, and lead nurturing sequences without manual effort. These capabilities significantly enhance sales management by ensuring consistent communication throughout the sales funnel.
The platform offers robust sales pipeline visualization tools that help track deal progress through various stages, providing insights into performance and highlighting bottlenecks. Combined with task management features, sales representatives can prioritize activities and manage deadlines effectively, which is essential for how InTouch CRM improves sales management.
Reporting and analytics deliver customizable summaries of sales activities and customer interactions, supporting data-driven decision-making. Integration with external tools like email platforms and calendars further enhances productivity by unifying business processes and eliminating redundant data entry.
The user interface is designed for ease of use, featuring dashboards that offer real-time metrics and customizable layouts tailored to individual workflows. Mobile accessibility ensures that sales teams can manage relationships on the move, maintaining momentum regardless of location.
Security measures such as role-based access controls and data encryption protect sensitive information, aligning with data privacy standards and ensuring compliance. This focus on safeguarding business data is a vital consideration when assessing InTouch CRM features and benefits.
For businesses exploring top sales platforms, InTouch CRM presents a compelling option with its combination of contact management, automation, pipeline tracking, and reporting capabilities, all designed to optimize customer engagement and sales efficiency.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
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.
1. General Features - scoring weight 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.
2. Cost - scoring weight 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.
3. Customer Service - scoring weight 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.
4. Integrations - scoring weight 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.
5. Mobile Support - scoring weight 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.
How much does InTouch CRM cost
InTouch CRM: Top CRM Software
3.9 / 5
InTouch CRM provides a free trial for users who want to test the software before subscribing.
Starter Plan
- Price: $15 per user per month
- Core CRM features including contact management and sales pipeline tracking
- Email integration and basic reporting tools
Professional Plan
- Price: $30 per user per month
- Includes all Starter Plan features
- Advanced automation and workflow capabilities
- Customizable dashboards and in-depth analytics
- Priority customer support
Enterprise Plan
- Price: $50 per user per month
- Includes all Professional Plan features
- Enhanced security and compliance tools
- Dedicated account manager
- Integration with third-party enterprise software
What are the pros of InTouch CRM
- Centralized contact management with detailed customer profiles and interaction history
- Customizable dashboards tailored to individual workflow preferences
- Automation of routine tasks like follow-ups, lead assignments, and reminders
- Advanced lead tracking and scoring to support sales funnel progression
- Integration with popular email platforms for in-system email handling
- Mobile access providing full CRM functionality on various devices
What are the cons of InTouch CRM
- Limited customization options restrict adapting workflows and dashboards to specific needs.
- Basic reporting tools lack advanced data analysis and visualization capabilities.
- Minimal automation features require manual handling of routine tasks.
- Restricted mobile app functionality compared to desktop version reduces on-the-go productivity.
- Weak integration with third-party apps limits connectivity with other business software.
- Slow and sometimes inaccurate search functionality hampers efficient record retrieval.
What are the core features of InTouch CRM
InTouch CRM: Top CRM Software
3.9 / 5
InTouch CRM is equipped with a broad set of functionalities aimed at optimizing customer relationship management and communication workflows. Its tools support everything from managing contacts to automating routine tasks, making it a versatile platform for enhancing business interactions.
- Contact Management: Centralizes all customer information for easy access and efficient organization.
- Lead Tracking: Monitors potential customers throughout the sales process to help prioritize efforts.
- Appointment Scheduling: Integrates calendar features for setting and managing meetings within the system.
- Automated Call Logging: Captures call details automatically to maintain accurate records without manual input.
- SMS Messaging: Supports both bulk and individual text messaging to engage contacts promptly.
- Email Integration: Links with popular email services to send, receive, and track correspondence inside the CRM.
- Task Management: Enables creation and oversight of tasks to ensure timely follow-ups.
- Sales Pipeline Visualization: Displays sales stages visually to assist in forecasting and analyzing progress.
- Customizable Reporting: Offers various templates and options to tailor reports analyzing sales and team performance.
- Mobile Access: Provides support for mobile devices through apps or responsive design to manage CRM functions remotely.
- Integration Capabilities: Connects with third-party tools like marketing and accounting software to streamline workflows.
- User Role Management: Controls user permissions and access levels to enhance security and governance.
- Workflow Automation: Automates repetitive actions such as reminders and notifications to boost efficiency.
- Document Storage: Stores customer-related files, contracts, and notes directly within the platform.
- Call Recording: Records phone conversations for quality control and training, accessible in contact records.
- Multi-Channel Communication: Combines phone, email, and SMS channels into a unified interaction experience.
- Lead Capture Forms: Web forms feed new lead data directly into the CRM for immediate follow-up.
- Performance Dashboards: Real-time displays of key metrics and KPIs to track team and individual outcomes.
- Customer Segmentation: Groups contacts based on various criteria to target marketing efforts effectively.
- Follow-Up Scheduling: Tools to plan and automate customer follow-ups to maintain engagement.
- Call Scripts: Customizable scripts support consistent messaging during sales and support calls.
- API Access: Provides developer access for custom integrations and advanced extensions.
- Notification System: Delivers alerts and reminders for important tasks and updates.
- Multi-User Collaboration: Allows multiple users to work together on contacts and projects simultaneously.
- Data Encryption: Protects sensitive customer data during storage and transmission with security measures.
- Backup and Recovery: Features options for regular data backups and restoration to prevent loss.
- Customizable User Interface: Lets users adjust layouts and displays to suit their workflow preferences.
- Time Zone Management: Adapts scheduling and communications to different geographic time zones.
Benefits of using InTouch CRM
InTouch CRM delivers a suite of powerful advantages tailored to enhance customer relationship management and optimize business workflows. Below, you will find a concise overview of its key benefits, highlighting how they address diverse customer needs and support efficient operations.
- Centralized Customer Data: All customer information is stored in one accessible location, enabling teams across departments to quickly retrieve and share accurate profiles. This unified data hub reduces confusion and streamlines collaboration.
- Automation That Saves Time: Routine tasks such as follow-up reminders, campaign management, and data entry are automated, dramatically cutting down manual effort and minimizing errors, which boosts productivity.
- Custom Workflows for Every Business: InTouch CRM adapts to unique organizational processes by allowing users to configure workflows that align perfectly with their operational needs, avoiding one-size-fits-all constraints.
- Visual Sales Pipeline Tracking: Sales teams benefit from intuitive pipeline views that clarify deal stages and help prioritize prospects, supporting more strategic decision-making and improving conversion rates.
- Enhanced Segmentation and Targeting: The ability to segment customers based on diverse criteria allows marketing teams to tailor communications and campaigns, driving engagement through personalized outreach.
- Robust Security Measures: Protecting sensitive information is a priority, with InTouch CRM implementing strong security protocols that ensure compliance with data protection standards and safeguard customer data.
- Mobile Access for Flexibility: With mobile-friendly interfaces or dedicated apps, users can manage customer relationships anytime and anywhere, supporting field teams and remote workers effectively.
- Insightful Reporting and Analytics: Customizable dashboards and reports provide actionable insights, empowering businesses to make data-driven choices and monitor performance in real time.
Our expert take on InTouch CRM
When I first explored intouch crm features and benefits, I was struck by how intuitive the interface is. It’s designed to get sales and marketing teams up to speed quickly, which is a huge advantage if you don’t want to spend weeks on training. The customization options also stood out to me; being able to adapt workflows and reporting to specific business needs makes it easy to mold the platform to how your company actually works rather than forcing you into a generic setup.
That said, if you’re someone who relies heavily on advanced analytics or complex forecasting, you might find the reporting tools somewhat basic. I noticed that while day-to-day insights are well-supported, the platform doesn’t quite match up to competitors when it comes to deep data exploration. Integrations are another mixed bag — the software connects with popular third-party apps, but setting these up might take extra effort, and the number of built-in connectors isn’t as extensive as some alternatives.
On the pricing front, intouch crm pricing and integrations offer good value for small to mid-sized businesses. The balance between cost and functionality makes it an appealing choice if you want to avoid a large upfront investment. However, some advanced capabilities could add to the overall expense. For companies looking to manage finances alongside CRM functions, it might be helpful to check out resources like best accounting software to ensure your whole tech stack works smoothly together.
Security measures in intouch crm meet industry standards, including encryption and role-based access, which is reassuring. Still, if your business operates under strict regulatory demands, I’d recommend verifying that the platform aligns with those specific requirements. Customer support is another highlight; responsive service teams can make a real difference in minimizing downtime and keeping operations running without hassle.
What business types use InTouch CRM
Manufacturing Sector Efficiency – InTouch CRM supports small to medium-sized manufacturing businesses by managing intricate sales cycles and numerous client contacts. Its customizable workflows and detailed contact management enhance lead tracking, order processing, and customer interactions, helping these companies improve order fulfillment and sustain robust client relationships. This makes it a top choice as the best CRM for small businesses in manufacturing.
Real Estate Lead Nurturing – Real estate agencies benefit from InTouch CRM’s contact segmentation and automated follow-ups, which streamline lead nurturing and appointment scheduling. Integration with email and calendar tools facilitates seamless communication with buyers, sellers, and partners, boosting conversion rates in a competitive market.
Professional Services Management – Legal and consulting firms use InTouch CRM to organize client portfolios and monitor ongoing projects. Features like task management and document tracking ensure deadlines are met and communications logged, supporting high service standards and long-term client loyalty.
Healthcare Data Handling – Healthcare providers and medical equipment suppliers rely on the CRM’s secure and efficient data organization to manage appointments, patient inquiries, and supplier relations. Customization options allow adaptation to compliance needs and operational specifics.
Startup Growth and Sales Optimization – Technology startups and software vendors leverage InTouch CRM’s automation and reporting tools to manage rapid expansion, automate marketing campaigns, and analyze sales pipelines, enhancing customer acquisition and retention strategies.
Nonprofit Engagement and Fundraising – Nonprofits utilize the platform to track donors, manage fundraising campaigns, and organize volunteers. The CRM’s flexibility in segmenting contacts and scheduling personalized communications improves engagement and campaign effectiveness.
Financial Services Compliance – Insurance agencies and investment firms use InTouch CRM to maintain detailed client records, track policy renewals, and meet regulatory requirements. Secure contact management and activity tracking elevate operational efficiency and client trust.
Retail Supplier and Customer Management – Retail businesses focused on B2B sales benefit from inventory tracking integrations and sales forecasting tools within InTouch CRM, which optimize stock levels and enhance customer service responsiveness.
Educational Institutions Administration – Schools and training providers manage student data, course enrollments, and follow-ups with InTouch CRM, streamlining administrative workflows and maintaining engagement with prospective and current students. For those exploring e-learning management, consulting a self hosted learning platform article could provide valuable insights.
Best 5 alternatives to InTouch CRM
Zoho CRM
5 / 5
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.
NetSuite CRM
5 / 5
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.
HubSpot CRM
5 / 5
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.
Salesforce CRM
5 / 5
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.
Pipedrive
4.3 / 5
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.
Frequently Asked Questions about InTouch CRM
InTouch CRM is mainly provided as a cloud-based platform, enabling users to access it via web browsers without needing any local software installations.
The system connects seamlessly with various common business tools, including email services, marketing automation platforms, and other productivity applications, which helps streamline workflows.
Yes, users can manage customer data and communications on the move through dedicated mobile apps or responsive web interfaces.
The software offers customization options such as adding custom fields, configuring workflows, and tailoring reporting features to fit specific business processes and industry demands.
Support is usually available via email, phone, and online resources like knowledge bases or tutorials, though the exact support channels can vary depending on the subscription level.
Training is often provided through webinars, user manuals, and onboarding sessions to help new users quickly become proficient with the platform.
Security protocols include data encryption, secure user authentication, and regular backups to safeguard customer information effectively.
Designed to support expanding businesses, InTouch CRM offers scalable features and user licenses, allowing growth without major system overhauls.
The platform includes tools for reporting and analytics that monitor sales performance, customer interactions, and other vital metrics to guide informed business decisions.
While flexible enough for various sectors, InTouch CRM is particularly beneficial for retail, real estate, professional services, and small to medium-sized enterprises needing structured customer management.
Many providers offer a free trial period, allowing potential users to test the software before making a purchasing decision.
The system supports importing customer data from multiple file formats and exporting reports or contact lists, facilitating easy data migration and backups.
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