Customer Relationship Management (CRM) Software

Best Customer Relationship Management (CRM) Software include:, HubSpot CRM, Pipedrive, Freshsales, 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 241) Sorted by Most Reviews

Planio is an issue tracker and agile project management tool that is based on open source Redmine. With this solution, users can manage projects using agile methodologies such as scrum due to the included sprint planning and Kanban Boards. Users have unlimited git/svn hosting, so they can tightly i…
REthink CRM
Rethink CRM is a customer relationship management (CRM) software built specifically for real estate business management.
iTouchVision Customer Service Solution
iTouchVision aims to offer a hub to manage all customer interactions and their communication calls coming from different mediums. According to the vendor, the product offers end-to-end customer management with simplified capabilities to store, record, analyse and search information. Capabilities in…
VeryConnect Membership Management Software
VeryConnect Membership Management Software brings together member management, member engagement, and member self-service in one platform.
NetHunt CRM
NetHunt CRM allows users to turn their Gmail inbox into an affordable CRM for small business. NetHunt provides users with a simple and customizable customer relationship management system to control business activities without leaving their inbox. Users can manage sales pipelines, answer support re…
Standard CRM
HansaWorld Standard CRM is an app providing users with tools to organize, synchronize and automate customer relationship management processes, for any business and industry. Users can streamline their company’s sales, marketing, customer service and technical support, which the vendor says can help …
HansaWorld Standard ERP
At its core, HansaWorld Standard ERP offers the conventional ERP features for accounts, order processing, inventory, manufacturing, and job costing. This solution is designed to manage businesses of all sizes. It is a modular system, meaning you can choose from a wide range of comprehensive vertical…
Qobrix CRM is a lightweight, flexible and configurable web based CRM platform, without of the complex, rarely used features vendors says are found in most off the shelf CRM's. Users can also scale Qobrix by adding new modules or introduce new configurations to adapt to shifting requirements. The pro…
Wakeupsales CRM is an all-in-one Customer Relationship Management tool to streamline your sales activities, improve your productivity & create powerful customer relationships. According to the vendor, Wakeupsales Cloud is a popular platform with on-boarding that takes less than a minute. Ev…
Kapture CRM
Kapture is a business automation CRM that helps users manage sales and customer service in a single platform. With a mobile first focus, Kapture lets users manage a business on any device, anywhere, supporting Marketing, Sales, Operations and customer service all in a single platform. The vendor s…
Manufacturing X Sales Platform (CRM & CPQ)
Manufacturing X is a sales platform that combines the power of CRM and CPQ with production expertise and intelligent insights to transform the profitability of manufacturing businesses today. Based on the SAP Cloud Platform, it is deeply integrated into manufacturing processes and front-end sales op…
Aurea CRM
Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that deliver…
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.
Data2CRM was established in 2014 as a MagneticOne project and was acquired by Trujay Group in 2018. Since then, a new company Trujay got alive. Nowadays, both Trujay and Data2CRM services are popular all over the world: USA, Canada, the UK, France, Germany, and many other countries. The service is a…
CompanyHub CRM
CompanyHub is a Fully Customizable CRM: CompanyHub goes beyond storing custom fields. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Compan…
Versum is all-in-one, web-based hair & beauty salon software that will streamline your daily tasks, help you get more customers, and grow your business. The main features include: customer database with detailed appointment history, simple appointment book, SMS reminders and newsletters, statist…
Evariant Healthcare CRM (HCRM)
Evariant, headquartered in Connecticut, offers the Evariant Healthcare CRM (HCRM), supporting marketing teams with patient engagement, multi-channel marketing campaign execution and analytics, and related features.
Whiz Sales
Whiz Sales is a CRM software.The vendor says key capabilities include: Manage Expense Account OnlineControl Access RightsFacilitates Export & Import of DataAssign Tasks. Get Reminders.Syncs & IntegratesUsers can create, organize, review, and export expense statements by defining fields and c…
SeoToaster CRM
SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, and web store supporting digital downloads. Track ad campaigns effectiveness, behaviors across sites, downloads, chat conver…
Salestrail is an app aimed towards boosting sales productivity. In brief, the solution consists of an app, which allows salespeople to log their calls, emails and meetings automatically to Salesforce. It also keeps track of active tasks, making sure our clients never miss a beat on their sales. Our …
MyMedLeads is a lead management and sales automation tool for medical practices that uses call tracking software and website integration to capture, track and convert more leads into paying patients. The vendor says that automated sales funnel workflows drive action and eliminate tedious processes, …
With 10,000+ users Flectra is a fast growing open source ERP and CRM software. It aims to be an open source business app suite. The vendor says Flextra is a flexible, feature-rich, and cost-effective open source ERP system with modular design covering all essential aspects like CRM, Purchase, CMS, P…
MiTek Sales Simplicity
MiTek Sales Simplicity offers their flagship CRM for homebuilders and home sales, also providing content management for customer facing websites, document management, customer portal, and emarketing tools.
Shape Software
According to the vendor, Shape Software helps users manage their business in one easy to use software. Shape's cloud-based CRM, Sales Management, and Marketing Automation tools offer multiple features designed to manage and automate online marketing and promotions via email and SMS, capture and serv…
Chime CRM
According to the vendor, Chime is an all in one CRM solution suite. Chime aims to help users generate more leads, cultivate relationships with their customers, and encourage leads to close. Chime provides team management features, lead and customer management, and content management capabilities. Th…

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.