Customer Relationship Management (CRM) Software

Top Rated Customer Relationship Management (CRM) Products

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Customer Relationship Management (CRM) Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 50 or more ratings to appear on this TrustMap.

Customer Relationship Management (CRM) Software Overview

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:

  1. Presenting a unified face to the customer

  2. 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:


  1. 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.

  2. 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.

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:



Customer Relationship Management (CRM) Products

(1-25 of 261) Sorted by Most Reviews

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.

Teamleader

Teamleader is a user-friendly and feature-rich platform which combines CRM, invoicing, and project management into one simple tool. The all-in-one tool aims to help small and medium-sized enterprises organize their sales processes & workflows, communicate effectively & build…

TargetX

TargetX is a CRM for higher education institutions. It's built on the Salesforce.com development platform, tailored for student recruitment and retention. It also includes instant messaging (UChat) and the ability to build communities for particular classes/groups of students (Schools…

Womply

Womply in San Francisco combines customer data management with reputation management via gathering and responding to customer ratings and reviews, with the goal of maximizing positive customer feedback and high ratings.

zigihub

zigihub is an Integrated Marketing Automation and CRM Platform. According to the vendor, the product uses machine learning to suggest the next best action.

WeStrive

WeStrive is presented as an all-in-one toolkit for goriwng a Personal Training Business. It is a personal training platform designed to allow users to save time managing a day-to-day business, help grow through program sales/client outreach, provide intuitive program-building tools,…

YetiForce CRM

YetiForce is an open source CRM software. It is a multichannel system that can be tailored to meet the needs of a company. It is equipped with over 100 user modules and 100 admin tools, however, it can also be integrated with third-party libraries to become an even more comprehensive…

LexisNexis InterAction

LexisNexis InterAction is a fully-featuerd customer relationship management (CRM) software.

Square Customer Engagement

Square Customer Engagement is CRM software with messaging, email marketing, customer feedback, and loyalty management, from Square headquartered in San Francisco, California.

Zyprr Inc

Zyprr is a customizable mid-market business process platform that is SaaS based and fully integrates all customer touch-points, thus giving users a 360 degree view of their customers. The vendor says that by using Zyprr businesses can manage the entire lifecycle of their customers…

Avidian CRM

Avidian is a complete customer relationship management (CRM) built into Microsoft Outlook.

You Don't Need a CRM!

You Don't Need a CRM! Iis, ironically, a customer relationship management (CRM) software. It is focused on lead management, and it is built primarily for small businesses.

Planyo Online Booking System

Planyo is an online reservation and booking software and is provided by Xtreeme Sagl. The company was founded in 1997 in Switzerland. The software includes time management settings and integrates with CMS platforms, Facebook, and accounting systems. It also integrates with accommodation…

RAYNET Cloud CRM

Raynet is a cloud based CRM solution. Some key features include Contact and Lead Management, Activity Tracking and Calendar, and Deals Management.

TrackerRMS

TrackerRMS is a cloud based CRM and recruitment software provider designed for companies and users from startups to enterprise level customers. Some key features include: Contact & Activity Management, Sales Lead & Opportunity Management, and Standard Reports & Dashboards.

Resco Mobile CRM

Resco Mobile CRM is a customer relationship management (CRM) solution built as a mobile CRM for Microsoft Dynamics.

Engage Live Sales Dashboard

The Engage Live Sales Dashboard is an HTML5, browser-based interface that enables users to log into and initiate real-time sales with their web-based visitors, prospects, customers and partners. From this central location users can share their availability (online status), manage…

Commence CRM

Commence CRM is customer relationship management (CRM) software available as either software as a service (SaaS) or desktop deployment.

Sellf CRM

Sellf is a cloud based mobile CRM that is designed to meet the needs of B2B sales agents, freelancers and small teams. This tool organizes customer data and dialogues with smartphones to collect calls and emails that are exchanged with clients. Notes and documents are synched via…

AddressTwo

AddressTwo is a customer relationship management (CRM) built specifically for small businesses.

GBS CRM

GBS CRM is a customer relationship management (CRM) software built to handle the sales, marketing, and customer service lifecycles.

8:00 AM

8am is a contact management platform with built-in collaboration, calendars, and dashboards.

ClinchPad

Clinchpad is a customer relationship management (CRM) built to track deals and implement analytics for small teams.

SAP Digital CRM

SAP Digital CRM is designed to bring together sales, service, and marketing to give teams a complete customer engagement solution. According to the vendor, users can get up and running in minutes, and start making every sales and service engagement a personal connection.

Frequently Asked Questions

What is customer relationship management software?

Customer relationship management (CRM) software is a centralized database that records, stores, analyzes contact and account-level information. This information can include communication with customers and potential customers over email, phone, or other digital communication channels.

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.

How much does a CRM system cost?

There are a few examples of free CRM systems, like HubSpot CRM, or vendors that offer a free (but limited) version of their paid software. Most CRM products range from $10 up to hundreds of dollars per user per month. The more expensive plans usually have much more advanced features and increased access to customer support.