Customer Relationship Management (CRM) Software

Best Customer Relationship Management (CRM) Software include:

HubSpot CRM, Salesforce.com, Freshsales, Pipedrive, Insightly, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), and Zoho CRM.

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.


There are some free and freemium models available. However, these tools are typically limited in terms of users, contacts, and/or features, with extensive prompts to upgrade to a paid version to unlock more features. HubSpot CRM is one notable exception. Since HubSpot’s bread and butter is its inbound marketing software, its simple CRM is “free forever” - even if you’re not using their paid marketing tools.

Customer Relationship Management (CRM) Products

(1-25 of 248) Sorted by Most Reviews

InTouch CRM
InTouch CRM is a customer relationship management (CRM) platform built for small businesses focused on email marketing automation.
StoreHub
StoreHub is a cloud-based retail management system consisting of an iPad Point Of Sale(POS), and intelligent inventory management, CRM, and business analytics features. The vendor’s value proposition is that they have replaced the bulky PC/clunky touchscreen that typically haunts a storefront with a…
Ardexus CRM
Ardexus Customer Relationship Management (CRM) is built as a marketing, sales, service, and mobile CRM solution.
Azorus
Azorus is a customer relationship management (CRM) built specifically as a student recruitment tool for universities and colleges.
Netric CRM
Netric CRM is a customer relationship management (CRM) software accessible with from mobile devices with collaboration and automated workflows.
Metis CRM
Metis CRM is a customer relationship management (CRM) system integrated with Microsoft Outlook built specifically for professional service firms.
VIENNA Advantage
VIENNA Advantage ERP/CRM is an ERP offering available through on-premise or cloud deployment with integrated customer relationship management and document management systems to augment the ERP software.
Lead Zeppelin
Lead Zeppelin is an integrated customer relationship management (CRM) solution with web-to-lead forms and collaboration capability.
Logicbox CRM
LogicBox CRM is a cloud-based customer relationship management (CRM) software built around sales force automation, lead management, and pipeline forecasting capabilities.
Insight Business Management
Insight Business Management is an all-in-one business management solution with features like customer relationship management (CRM), contact management, and order processing and fulfillment capabilities.
Ivinex
Ivinex is a flexible customer relationship management (CRM) software focused on sales, service, and marketing.
Ofisim.com CRM
Ofisim CRM is a SaaS based CRM software suite that designed to help businesses to boost their productivity with minimum effort. Ofisim CRM also have capabilities such as sales force automation, lead and opportunity management, quote and sales order management, mass email & SMS campaign managemen…
Getscorecard
GetScorecard is a customer relationship management (CRM) with capabilities such as task management and sales management.
Salespage
SalesPage is a customer relationship management (CRM) software built around data management. It is available in either cloud or on-premise deployment.
SP Workplace Solutions
SharePoint CRM is a fully-featured customer relationship management (CRM) solution built as an integration in to Microsoft SharePoint.
Tuotempo Patient CRM
Tuotempo Patient CRM is a solution targeted for businesses in the healthcare industry. This solution integrates online and mobile services. With this solution, the vendor aims to make the relationship between healthcare establishments and patients simple and immediate, reduce management costs and i…
EspoCRM
EspoCRM is a web-based customer relationship management (CRM) software.
iSEEit
iSEEit is a customer relationship management (CRM) software focused on sales management.
Clevertim CRM
Clevertim CRM is a customer relationship management (CRM) with contact management and collaboration capabilities.
SalesNexus
SalesNexus is an online customer relationship management (CRM) software with capabilities such as lead generation and email marketing.
Wyvern Magic
Wyvern Magic is a fully featured customer relationship management (CRM) tool focused on data building and customer strategies, from acquisition to development to retention.
C2
C2CRM is a flexible customer relationship management (CRM) platform deployed as either software as a service (SaaS) or an on-premise solution.
CorkCRM
CorkCRM is a customer relationship management (CRM) software built specifically for contractors.
BPA CRM
BPA CRM is a customer relationship management (CRM) integrated into Microsoft SharePoint built for small and medium-sized businesses.

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.