Customer Relationship Management (CRM) Software
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Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for…
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team…
Constant Contact delivers for small businesses with tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. The tools are designed…
BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user'…
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell…
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A single workspace for a company's relationships. LeadDelta helps to organize and engage a customer network so that users can become more proactive about its connections. LeadDelta offers a CRM view of a team's professional network. LeadDelta allows users to import LinkedIn connections…
Financial Cents is an accounting practice management software built to help bookkeeping and accounting firms get work done. Financial enables accounting and bookkeeping firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on…
Unified Remote Work CRM is a saas Cloud-based Collaborative platform including social networksintegrations, tasks, CRM, document management, filesharing, calendar and planning, salesteam management, emails management. communication, projects, contactcenter, sites & stores, from the…
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Glennis Sales simplifies and accelerates the complex way that leads are managed, nurtured and converted. The guided CRM solution helps to keep sales teams responsive to the best referrals and engaged with the hottest prospects with real-time dashboards that track sales activity…
SocrateCRM is a solution that gives users information needed on a daily basis from opportunity management, marketing campaigns, customer profitability analysis reports, service management or service definition and operation. It is centralized in one place and helps companies to streamline…
iBill's EnergyCRM is built based on the needs of energy operators, with the aim of offering you everything needed to reduce distances with customers and to optimize business processes. The software automates repetitive tasks, from entering a contract to signing, up to credit check,…
A CRM designed for the craft industry, usable by breweries, cideries, wineries, and distributors, and designed to help them drive sales growth through relationship management tools and live inventory integration.
Volano Software offers custom software development services that support business processes with automation. However, they offer an out-of-the-box dealer portal solution just for manufacturers and their dealers, presented as a one stop platform for marketing and sales documents,…
The ITVT Industry Solution offers comprehensive solutions for companies in plant and mechanical engineering, the chemical and automotive industries, which make our customers' everyday work more efficient. Functions of the ITVT Industry SolutionSales and field service managementMarketing…
Chemical365 combines CRM & ERP functionalities relevant to the chemical industry in one system, supporting campaign management, sales, customer management, product management and contract processing to billing. Its modular approach enables users to get started on a tailor-made basis,…
Built by Nemely, Nemely Essentials adapts Microsoft Dynamics 365 for small businesses. With Dynamics 365 under the hood, it boasts a cleaner, simplified user experience withtime-saving functionalities.
U-ERP is a no-code modular ERP for business management on web and mobile applications. It embeds the full set of features available in traditional ERP systems, but also comes with a wide range of features that enable complete business management directly from the users' smartphones,…
Unelma CRM is a Customer Relationship Management platform that supports companies of all sizes. Also a business management platform, Unelma CRM can be used to create estimates and send them to customers. The CRM auto converts estimates to invoices once the customer accepts it. And…
Action Sales is a cloud solution designed so that all areas of the company can take full control of the business, with a unique solution, that is designed to be very simple to use and integrated into the same platform. It is a sales CRM that in addition to giving customers and vendors…
Wedel Software is a provider of broadcast software solutions, offering solutions for operators in radio, television, and cable organizations to help them manage their advertising schedules and related revenue. Wedel provides a fully integrated suite of solutions that make it possible…
Hoteldoor is a hotel CRM from Italian company BRG Communicatin, that helps uesrs enhance customer contact and sales processes.
Without impacting IT teams, Tecalis Telecom Sales Hub enables companies to transform their model in less than 3 months by implementing a cross-channel solution that allows them to perform crucial activity operations and processes: - Online and onsite Pre-Paid SIM activation.- Remote,…
Hanna is a tool designed for a more organised management of the sales, projects, customer service and other processes. The goal of Hanna CRM is to provide tools for a simple, convenient and structured work where the information needed for sales processes is always at hand. Hanna’…
GreatVines is a Sales Execution Platform for beverage suppliers, distributors, and promotional agencies. Powered by Salesforce, the GreatVines suite of mobile tools helps users to manage 3-tier account relationships, plan appropriate sales activities, create smarter goals for growth,…
CentraHub is a digital transformation solutions vendor that provides vertical-specific business process automation suites, CRM, HCM, and Studio platforms. CemtraHib CRM for sales automation helps maximize sales conversions while increasing accountability, and building lasting…
DUOCRM integrates with the user's ERP to improve the relationship with the user's customers, understand their needs and anticipate them. The automation of processes and the use of technology centered on the customer is a strategic decision for the future of any company.
Sperant is a CRM from Eterniasoft headquartered in Lima, for sellers and real estate companies that need for the correct sales management of real estate projects. The software automates processes that go from capturing a Lead to post-sale.
With R&R Software's CRM solutions, all customer-related information – for example account information, last orders, delivery conditions, contracts in effect, contact data, or planned meetings – can be managed and displayed in a structured manner.
Aspirom CRM provides sales, marketing, and support teams with a variety of opportunities to manage customer relationships which in turn enables them to build strong and enduring business connections. Aspirom CRM gathers and collates customer information from lead generation through…
Dyball Associates's Customer Relationship Management (CRM) system helps to reduce costs by enabling operational control of customer and customer related activities for UK energy suppliers. Access is driven by permission and determines user functionality. At the same time, system…
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Learn More About Customer Relationship Management (CRM) Software
What is CRM Software?
Customer relationship management (CRM) is a business strategy that stresses good ongoing relationships with customers. It holds that maintaining these relationships drives growth and profitability. There are two core elements of this customer-centric strategy:
- Presenting a unified face to the customer
- Providing a seamless customer experience
CRM software can help by synchronizing customer communications among business units. Sales, marketing and customer service can all get on the same page. It acts as a system of record for contacts and accounts throughout the customer lifecycle. With CRM tools companies can track, automate, analyze, and optimize customer interactions. At its core, a CRM is a database of contact information and interaction history for each individual contact.
Multiple departments may be using the CRM within one organization. These include sales, marketing, customer success or service, and potentially other teams too.
Customer Relationship Management Software Features
In general, customer relationship management technology provides the following sets of capabilities:
Customer Data Management
CRM software collects and organizes customer data. This includes contact information and interactions via email, phone, web chat and social media.
Sales Acceleration and Enablement
CRM software helps streamline and automate certain sales-related duties. This helps enable sales reps to do their job better and also accelerates sales cycles through automation of repetitive tasks. These tasks may include:
- Creation of quotes
- Order processing
- Updating contact information
- Sending emails
- Sales forecasting
- Evaluating employee performance
As the original source of sales force automation features, CRM systems are the most established type of sales acceleration technology. They are also considered a tool for sales enablement.
Marketing Automation
Many CRM software products include some marketing automation features. Others integrate with dedicated marketing automation products. Some features to look for include:
- Email marketing
- Lead management
- Lead scoring and qualification
- Landing page creation
- Web forms
- Marketing analytics
Customer Service & Support
CRM software products often provide customer support-related features. Many also integrate with standalone customer support software (i.e. help desks and contact center software). Customer support features may include:
- Knowledge bases
- Ticketing systems
- Live chat
- Customer support portals
Additional Features & Considerations
Some CRM software products also offer project management and social media management capabilities.
Additional considerations when evaluating CRM software include:
- Deployment type (on-premise vs. hosted)
- Customization options
- Usability/UX
- Mobile access
- Security and privacy
- Ease of integration
- Scalability
Benefits of Using a CRM System
CRM systems hold a number of benefits for both small businesses and enterprises. When implemented properly, CRM can:
- Create a single storehouse for customer data
- Provide greater visibility into sales, marketing and customer service processes
- Help optimize customer communications
- Shorten sales cycles
- Improve customer retention
- Help companies understand and address the needs of customers
- Increase customer satisfaction
- Automate tasks
- Increase operational efficiency
- Free up employees to focus on customer interactions
Marketing CRM Software
CRMs are usually sales-focused. But there are benefits for marketing as well. Marketers usually store their leads in a CRM system, and often help with database management.
Integrating your CRM system with marketing automation, CMS, and eCommerce platforms can help improve marketing campaigns performance. Information in the CRM helps marketers target their messages sent through these systems to the right people. These communications can then be tracked within the CRM.
Marketers can also use CRM software to report on marketing goals, like lead engagement and leads passed to sales. Having a shared database can help align sales and marketing efforts as well.
Some marketing automation tools include a built-in CRM system (e.g. HubSpot and SharpSpring). Additionally, some CRM vendors have developed marketing automation capabilities (e.g. Salesforce and GreenRope).
All-in-one marketing tools typically include both CRM and marketing automation functionality. They often also have content management, SEO, social marketing and eCommerce capabilities. These tools are aimed at small businesses looking for basic features. Larger companies tend to favor a best-of-breed approach, integrating their CRM,marketing automation, and other systems.
CRM System Comparison
Here are two key things to consider while evaluating different CRM software products:
- Do you need a CRM that has been designed for either a specific industry or department? Some customer relationship management systems have been designed with a specific use case in mind, for example, Pipedrive is especially well suited for sales. There are also a range of CRM products that have been designed for the Financial Services industry. Other CRM products, like Salesforce and HubSpot CRM are ideal for use across industries and across functions.
- Does your business need an easy to use and budget friendly CRM solution, or a more comprehensive solution that allows for greater customization and offers advanced features? There are CRM products at both ends of this spectrum, as well as products in between. More advanced solutions may have a longer implementation timeline, have a steeper learning curve, and may need a dedicated administrator. On the other hand, lightweight CRM solutions may take less time to set up and start running, but they may not have the same breadth of features available.
Start a comparison between CRM software products.
Pricing Information
CRM software is usually priced by user on a monthly subscription model. Price per user depends on the extent of the features you are looking for. Subscriptions can start as low as $12/mo. per user for small businesses. Enterprise level tools rise to hundreds of dollars per user per month. This tier typically has more automation, reporting, integrations, and customer support features.
Free CRM Software
Free CRM software can be a great way for new users to get more familiar with using a CRM system before committing to purchasing a tool. Most free CRMs, or ‘freemium’ versions of paid platforms, will have limited functionality when compared to paid tools. But they still offer businesses the benefit of having all of their contact information centralized in one location.
Free CRM platforms are often well-suited for small businesses and startups, especially if there’s the option to upgrade to a paid version of the platform as they continue to grow. There’s also a large degree of overlap between contact management software and lighter-weight CRM software, including free tools.
A few potential pitfalls to be aware of with free CRMs: they’ll have more limited functionality and sometimes a cap on the number of contact records or platform users. They typically have fewer native integrations (if any) with other third-party systems. Many free CRMs also do not offer integrated email tracking, automatic notifications and reminders, and features like lead scoring.
Here is a list of free and freemium CRM platforms for buyers to consider:
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Frequently Asked Questions
What is customer relationship management software?
What are the best customer relationship management (CRM) systems?
The Top Rated CRM software product include:
Some of these products are designed with specific use cases in mind. For example, Pipedrive is primarily a sales CRM and includes sales automation features like auto-populating contact information. Learn more about these products and other CRM solutions here.
What is CRM software used for?
Sales, marketing, and customer success/service teams use CRM software to help keep track of customer information and interactions. For sales, this may involve the creation of quotes, order processing, lead qualification, and sales forecasting.
For marketing, CRM activities may include lead management and nurture, landing page creation, and email marketing. For customer support, CRMs can serve as a knowledge base or ticketing system.
What are the benefits of using a CRM system?
Some of the key benefits of using a CRM system to track and store customer data include:
- having a ‘single source of truth’ to track and store contact data
- ability to automate repetitive tasks
- increased visibility into marketing, sales, and customer service processes
- ability to conduct lead scoring based on historical data
- greater sales efficiency, leading to shorter sales cycles
To learn more about CRM systems and the benefits of adoption one, read TrustRadius’ Customer Relationship Management Software description.