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

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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

The vendor says they understand the challenges faced by agencies, marketing groups, sales teams, and business of all sizes.With so many CRM platforms to choose from, and many new options coming out every day, the likelihood of you needing to migrate your data from one CRM to another is very high. Th…
Zendesk Sunshine
Zendesk Sunshine is a CRM built on Amazon AWS designed for flexibility and centralization of customer data and interaction logs, providing integrations with many popular apps including the Zendesk Suite.
Companies with mobile teams and field operations have some common problems such as inefficiency in management of mobile teams, communication difficulties, inability to get instant data from field, offline mobile team on the field. All these problems lead to lack or deficiency in decision-support sys…
UPilot is a technology platform designed to deliver the core functionalities of a Sales CRM from the company of the same name in Sunnyvale, providing contact management, deal tracking, and related features.
SimpleCRM is a tool designed to simplify sales operations and improve efficiency. The vendor presents their Sales CRM as a technology that enables users to close more deals, increase sales, and improve forecast accuracy.SimpleCRM Includes:Sales & Marketing - Expand market reach, drive sales and …
Zomentum offers an end to end sales enablement platform for MSPs. Zomentum is designed to help MSPs ace their sales and generate more revenue. is a CRM or total business management for small businesses, from the small company of the same name in Brisbane.
Teleduce by Corefactors is an integrated sales and marketing tool combining lead management and multi-channel marketing. Serving startups, SMBS, and SMEs across India, Teleduce enables businesses with tools to capture leads, nurture them with SMS marketing, email marketing, landing page, interactive…
edge CRM
edge CRM is a cloud-based, customizable customer relationship management solution designed to help businesses automate and manage operations for sales, service and support teams. The artificial intelligence-based platform enables enterprises to forecast customer trends and use real-time insights to …
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 real-time conversat…
Prospect Stock-Aware CRM
According to the vendor, Prospect CRM is the solution for Distributors, Wholesalers and Manufacturers who need to sell B2B products and inventory.Prospect 365 is the most integrated Cloud-based CRM and B2B Trade Portal platform for businesses with accounting solutions including Exchequer, Sage, Pega…
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 Evernote and Dropbo…
8:00 AM
8am is a contact management platform with built-in collaboration, calendars, and dashboards.
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.
CREST CRM is designed to grow seamlessly with a business. The vendor states that CREST CRM will improve customers' lifetime value, simplify the sales process, and increases staff productivity. CREST is a fully integrated CRM product.
Agiline CRM
Agiline CRM is a customer relationship management (CRM) software. It is built around features like sales automation, marketing automation, customer service / help desk, and contact management.
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.
StaffingBoss is a data-driven ATS/CRM recruitment platform that is designed for use by recruiting and staffing firms.
Recruit CRM
Recruit CRM is an Applicant Tracking System which is designed to help recruitment agencies, executive search firms, headhunters, and independent recruiters perform better. Recruit CRM helps you manage candidates, clients, contacts, resumes, and emails in one place. Source candidates, clients, and …
LeadMaster is a customer relationship management (CRM) solution focused around an online sales lead management system.
In a world where everything is shifting, especially the way people communicate, businesses need to keep up. But it doesn’t have to be so hard. Or expensive. erxes offers an all-in-one growth marketing solution for teams to focus on the entire customer journey. Merge all marketing, sales and customer…
EngageBay Inc.
EngageBay is presented by the vendor as a powerful, simple, affordable, and integrated all-in-one marketing, sales, and service automation platform with a free CRM, designed for small businesses and startups to grow their business to the next level. It comprises a marketing automation suite to help …
A CRM Solution Specifically Designed for Healthcare Salesdoor is a Customer Relationship Management Solution specifically designed for specialty pharmacy, pharmaceuticals and healthcare industry. The vendor boasts vast practical experience in specialty pharmacy services, and state that their users n…
Onyx CRM
Onyx CRM is a unified enterprise customer relationship management (CRM) application with a customer-centric design that coordinates all data, processes, and interactions around the customer. Onyx CRM is now owned and supported by Avolin since being divested by Aptean in 2018.
Automational is Customer Relationship Management software that caters specifically to small businesses. The system offers marketing automation, email marketing, web visitor tracking, opportunity tracking and prospect scoring, and more. The email marketing application contains a drag and drop editor…

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.