Compare Best CRM Software

CRM (Customer Relationship Management) software is a platform that is used by businesses to manage and analyze their interactions with customers and potential customers. It provides tools to track customer information, interactions, and preferences, enabling businesses to better understand and serve their customers. Companies of all sizes and industries use CRM software to improve customer satisfaction and increase sales.

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4.5

Starting at $359
/ per month
Vendasta is a marketing software company that offers a fully comprehensive operating platform for local experts who serve small and medium sized businesses across North America.  Learn more

4.2

Starting at $14
/ per user, per month
Zoho CRM is a leading customer relationship management platform that businesses of all sizes can rely to manage sales, track marketing campaigns, and gain customer insight within a centralized, collaborative environment. Using Zoho CRM, users can set up and customize that platform according to their…  Learn more

4.3

Starting at $57
/ per user, per month
Zoho CRM Plus provides a customer experience platform that lets you bridge the gap between your sales, marketing, and customer service teams so that you can ensure a seamless and exceptional customer experience. Zoho CRM Plus fuses tools like intelligent chatbots, sales automation, visitor tracking,…  Learn more
Harping on its versatility, Wrike is a project management software that features highly customizable dashboards and workflows and team-specific automation to give businesses a project platform that adapts to their current ways of working and not the other way around. Wrike’s functionalities involvin…  Learn more
More than just a task management tool, ClickUp is a 360-degree productivity suite that offers functionalities that expand and scale together with a business’ evolving needs. With more than 15 views and over 35 apps, it allows teams of all sizes from across different disciplines to set strategic proj…  Learn more
Nextiva is a top-rated business phone solution that is one of the most well-known options available today. The platform transforms the communication strategy of businesses that leverage its all-in-one service and cloud-based communication features. The solution also offers flexible pricing plans and…  Learn more
EasyWebinar is a cloud-based webinar platform that supports real-time chat and event scheduling along with live streaming, multi-camera conferencing, customer onboarding and sales funnel management. Users can use the live webinar module to stream high quality, buffer-free videos and supports share-s…  Learn more

4.4

Starting at $30
/ Per Product, Per User, Per Month
Accelo is a professional services automation software featuring an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are.  Learn more
ActiveCampaign is an integrated marketing tool that easily automates email marketing strategies and creates targeted campaigns. While automated marketing is a core component of the system, ActiveCampaign is a powerful tool that can do so much more. The software is known for being able to deliver a p…  Learn more

4.8

Starting at $24
/ per month
Bonsai’s all-in-one product suite with smart automation lets you focus on your passion, not your paperwork. Bonsai integrates and automates every step of your business so it runs seamlessly – from proposal to tax season.  Learn more
Creatio is a centralized no-code platform that can help automate industry workflows and CRM. Creatio offers a combination of marketing automation, sales automation, omnichannel service workflow, and more. This allows users to enjoy a seamless automated experience with maximum efficiency and freedom….  Learn more
Connect, engage, and relate to every customer on a personal level with smarter ecommerce marketing automation by Drip.  Learn more
Freshsales’ intuitive interface allows users to manage both employee and customer relationships with ease. Rooted in the Freshworks ecosystem, their CRM platform is comprised of various tools, including Freshdesk, for customer service; Freshchat for chatbot features; and Freshcaller for the cloud-ca…  Learn more
Nextiva is a leading phone service solution that is part of a broader Nextiva ecosystem designed to simplify business communications for customers and teams. Nextiva combines voice, SMS, and video capabilities thereby giving your business options to ensure seamless communications.  Learn more
Odoo Accounting is a platform designed to help users manage their daily accounting with the utmost ease and simplicity. WIth Odoo, financial activities within an organization can be managed via asingle app. Automation for primary day-to-day tasks is straightforward and easy, synchronized with 24,000…  Learn more

4.2

Starting at $0
/ Per User, Per Month
Odoo is an open-source business applications suite that’s fully customizable for your needs. It features tools such as customer relationship management (CRM), sales, enterprise resource planning (ERP), project management, manufacturing, inventory management, point of sale (POS), accounting, and more…  Learn more

4.3

Starting at $99.00
/ Per Month
Prospect.io is a powerful sales automation platform built to help companies find and engage with potential customers. The software offers tools such as an email finder, drip campaigns, and performance tracking, empowering companies to reach out to prospects effectively and track the results of their…  Learn more

4.5

Starting at $390.00/ year
/ Per month, Per Year
Salonist software is a comprehensive solution designed specifically for beauty & wellness industries, aimed at empowering them to thrive and succeed in a competitive industry. With its user-friendly interface and powerful features, Salonist streamlines salon operations, enhances customer experie…  Learn more

4.5

Starting at $28
/ Per User, Per Month
Scoro is a well-known, end-to-end work management software that lets users manage their entire workflows from a single dashboard. It offers a robust suite of project management tools, and CRM features, as well as reporting and billing capabilities. Given all its key features, it lets users streamlin…  Learn more
Sendpulse is best known for being an email marketing platform that was seamlessly built for emails, SMS, messenger chatbots, and popular messaging apps like Telegram and Whatsapp. The convenience of having all these means it’s easier to reach your business through different channels and it makes it…  Learn more
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Learn More About CRM Software

CRM Software Buyer’s Guide

What is CRM Software?

CRM Software is “Customer Relationship Management” software. The technology includes a set of integrated solutions designed to improve how companies and users interact with clients. With CRM solutions, users can combine all of their customer and prospect information in a single environment, allowing for excellent visibility into the customer journey. 

CRM tools include solutions for tracking engagements with customers, as well as communicating directly with potential prospects and clients. Organizations use this software to ensure they can easily store, locate, edit, and use customer data throughout the purchasing lifecycle. Different forms of CRM software offer unique levels of control over how data is organized and managed. 

Though the most common definition for “CRM” is Customer Relationship Management, some companies have begun to use the same acronym to refer to “Customer Retention Management”. This alternative definition doesn’t necessarily affect the functionality of CRM software. 

Why Use CRM Software: Key Benefits to Consider

Primarily, companies and service providers use CRM software to track, understand, and store the information they collect about customers. Most businesses store large amounts of customer data, including client preference insights, details from previous conversations, and contact information. 

A CRM provides a central space to store all of this information, which can be useful for building customer relationships, as well as maintaining data compliance standards. The key benefits of CRM software include:

  • Tracking and Monitoring Customer Interactions: The core purpose of a CRM solution is to keep track of various customer interactions, ranging from emails to text messages, calls, and even in-person meetings. Using communication information, sales professionals and business leaders can determine where a prospect is in the buying cycle. A CRM can also make it easier to determine the appropriate level of contact for each customer, and how often someone from the sales team should “follow up” with a prospect.
  • Improved Collaboration: Without a CRM system, data about customers would be distributed between multiple tools and points of contact. The technology brings these various points of communication together in a single environment, which multiple people can access at the same time. Users can share information about prospects with different members of the sales and marketing team, allowing for better collaboration, even between remote workers.
  • Increased Revenue: Customer Relationship Management software provides behind-the-scenes insight into the experiences of a prospect or customer. The right tool can offer information on customer pain points, preferences, and other important data. This allows sales professionals to customize their conversations and sales pitches more easily for each individual customer. A more personalized approach to sales often increases revenue and leads to a higher chance of customer loyalty. 
  • Shared Account Status Understanding: In any business or sales team, the task of following up and converting customers is often spread across multiple members of staff. Maintaining a consistent record of the status of each account helps to minimize overlap. A CRM solution provides a company with a single source of truth to help understand the service level required for each customer account. CRM software also makes it easier to create repeatable workflows for team members across various points in the purchasing cycle. 

Who Uses CRM Software

CRM software is a relatively commonplace tool in today’s business world. Any company dealing with more than one client or customer could use a CRM solution. However, these tools are often particularly popular among B2B companies, wherein there’s often a greater focus on building long-term relationships with repeat clients. The teams that use CRM solutions most often include:

  • Sales Teams: CRM solutions are commonly advertised as sales tools, as they provide sales professionals and representatives with the information that they need to streamline the sales process. The CRM provides a comprehensive view of the customer or prospect, helping staff to make better selling decisions. Sales managers and supervisors can also use CRM solutions to keep track of the performance levels of their teams more effectively. 
  • Business Development Teams: Business development teams utilize CRM solutions as a way of gaining the foundational knowledge they need to start a conversation with a prospect. These professionals can also use the CRM as a place to store useful notes and insights into clients, which can be passed on to the sales account owner. For business development teams, CRM is a fantastic resource for informing and guiding sales professionals. 
  • Marketing Teams: Increasingly, sales and marketing teams are working more closely together in tandem and in alignment, to deliver more personalized and engaging customer experiences. Viewing CRM information and learning more about the journeys customers have with the business can help marketing professionals to make intelligent decisions about how to progress with marketing campaigns. Marketers can also use the CRM for segmentation when deciding which campaigns to send to each prospect. 
  • Small Business Owners and Freelancers: Because CRM tools include so much valuable information about each customer that interacts with a business, it’s an excellent resource for building client personas and target accounts. Freelancers and small business owners can use this information to better understand their target audience. These tools also help with making intelligent decisions about which products and services to develop. 
  • Customer Service Teams: Customer success and service teams regularly use CRM solutions to track interactions with customers and prospects. Using information about prior conversations with the company, the service team can follow up on issues a customer might have had in the past, to ensure they’re capable of leveraging a service or product correctly. Some CRM solutions also integrate with other software solutions for customer service, like help desk tools, allowing for personalized levels of service. 

Different Types of CRM Software

CRM tools can come in different styles depending on the goals and needs of the business. The most common customer relationship management options fall into two categories:

  • Industry-Specific CRM Solutions: Industry-specific CRM tools focus on providing companies with the exact tools they need to maintain excellent customer experiences and compliance in their sector. For instance, a financial company might access a specific CRM tool that offers insights into how to maintain PCI compliance, and provides extra security measures for protecting private or sensitive information. There are also specific CRM solutions for companies in the PR landscape, mortgage space, and real estate environment.
  • All-In-One CRM Solutions: Most CRM solutions fall into a relatively industry-agnostic category, designed to serve companies from all backgrounds. All-in-one solutions provide a host of different tools alongside the basic CRM features a company might need, such as tracking and management of customer interaction. A CRM solution with an all-in-one structure might include reporting and user dashboards, sales tools, and communication features so employees can reach out to customers directly. The same solutions may also feature basic email marketing tools, eCommerce features, and lead management capabilities. 

Features of CRM Software

The evolution of CRM software in recent years has led to the development of a variety of diverse platforms with a range of different unique features. Some options include advanced technology like AI insights and reporting, while others focus heavily on basic contact management. 

Standard Features

  • Lead Management: All CRM tools should include an extensive lead management platform, where companies can organize and track their contacts and accounts. These tools allow companies to sort through contacts based on their position in the sales cycle, and the type of lead they are (such as warm or cold). Lead management features may also include some components for “lead scoring”. 
  • Sales Analytics: CRM software often comes with access to a range of valuable reporting tools to allow companies insights into key metrics and KPIs. Sales analytics features offer insight into everything from top-performing employees to the most lucrative products on a company’s list. The right solutions can include profitability analysis components, measurements of team conversions, and customer segmentation insights.
  • Account and Contact Management: Contact and account management features allow companies to sort their contacts by the accounts they might be associated with. This allows sales professionals to access useful information about all of the people they need to interact with, including their roles, phone numbers, and email addresses. Contact management tools can also allow users to assign specific customers to certain members of staff.
  • Workflow Automation: Many CRM solutions now include workflow automation capabilities, which allow companies to minimize the number of repetitive tasks handled by human employees. For instance, companies could automate the way different contacts are assigned to specific salespeople. It’s also possible to implement automated notifications that let employees know when to follow up with a contact or lead. 
  • Reporting: Reporting tools are simply capabilities that allow companies to create specific reports based on the KPIs they need to track. The right tools will allow business leaders to customize their reports for stakeholders, business leaders, and even team supervisors. Reporting tools can cover metrics like the number of sales closed in a specific time, or general engagement level with different segments of customers. 

Key Features to Look for

  • Third-Party Integrations: The best CRM solutions can work in tandem with the other tools companies already use for sales, customer service, and analytics. Many modern solutions can integrate with customer intelligence tools, helpdesks, and even contact center software. Some tools will also be able to connect to email and SMS marketing tools.
  • Social Media Monitoring: A social media monitoring function built into a CRM tool allows companies to collect additional information about prospective leads, and the wider audience. These technologies allow companies to track when customers in a range of different environments mention a company or their product. They can also be extremely useful for gauging the general perception customers have of a brand.
  • Sales Forecasting: Using historical and real-time data, some intelligent CRM tools can assist with forecasting potential outcomes for sales activities in the business. These solutions examine previous performance metrics to provide a better insight into what might be possible with the sales team at any given time. 

Important Considerations When Choosing CRM Software

There are a number of components that can affect how beneficial a CRM solution might be to the company looking to use it. Most businesses will need to assess the feature set and functionality of their tool, as well as how much it costs to subscribe to the service on a monthly or annual basis. Other important considerations often addressed include:

  • Reliable Customer Service: As the core landscape companies use to keep track of their customer relationships, a CRM solution needs to be reliable and consistent. Good quality customer service ensures business leaders can rapidly get assistance with any lost documentation or issues they may have with the service. 
  • Customization Options: Because many different employees often use the CRM solution at the same time, it may be helpful to customize the appearance of the application for different groups. Creating unique dashboards for each member of staff can help to streamline productivity and efficiency while minimizing mistakes. 
  • Mobile Access: As the workforce becomes increasingly distributed, many field and remote workers also need to be able to access CRM technology on the move. Access to a comprehensive mobile application will help to ensure business employees can remain productive when they’re working outside of the office.

Software Related To CRM Software

CRM software is often used as a core component of the sales and marketing technology stack. However, it frequently works alongside a number of other tools. In some cases, these related tools may be able to integrate with the CRM software for end-to-end visibility and insights. Some of the most common software related to CRM software include:

  • Sales Analytics Software: Sales analytics software provides a deeper insight into everything the company needs to know about the sales process and any opportunities which may arise with customers. These tools commonly integrate with sales automation solutions, to help optimize the performance of team members in order to get the best results.
  • Proposal Software: Proposal software is a simple solution intended to automate the process of creating proposals for clients in B2B sales operations. Proposal software often works in conjunction with CRM to pull product and customer data into the proposal itself.
  • CPQ Software: CPQ stands for Configure, Price, and Quote. It’s often used in sales departments to help boost quote accuracy and customer relations. CPQ software allows companies to rapidly give consumers a rough estimate of how much a product or service is going to cost them. 
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