Best Customer Relationship Management (CRM) Software173Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.Evariant Healthcare CRM (HCRM)1https://media.trustradius.com/vendor-logos/d8/AP/OJC93Q3O1PA4-180x180.JPEGWhiz Sales2https://media.trustradius.com/vendor-logos/WC/N9/T6W1J4TL63DW-180x180.PNGSeoToaster CRM3https://media.trustradius.com/product-logos/sp/98/9CJB14WULLEN-180x180.JPEGSalestrail4https://media.trustradius.com/product-logos/Jb/nv/OEFCEIBX5DDV-180x180.JPEGMyMedLeads5https://media.trustradius.com/product-logos/Qr/31/OF78CQJDIDP7-180x180.JPEGFlectra6https://media.trustradius.com/product-logos/33/2c/BF8P0DU900L5-180x180.JPEGIntellasphere Brand Affinity Marketing System7https://media.trustradius.com/product-logos/Xf/47/6T03S4VKW2T2-180x180.JPEGMiTek Sales Simplicity8https://media.trustradius.com/vendor-logos/1M/WJ/THNZ59JK4TZE-180x180.JPEGShape Software9https://media.trustradius.com/product-logos/Xw/Zd/F02XVAQETP32-180x180.JPEGChime CRM10https://media.trustradius.com/product-logos/x1/Wz/0FTWBVLLTAUF-180x180.jpgTrujay11https://media.trustradius.com/product-logos/gG/Oa/XP5AIHPBK9V3-180x180.jpgAIM (Alternative Investment Management)12https://media.trustradius.com/product-logos/xP/SY/2TLH3WESK3O5-180x180.PNGZendesk Sunshine13https://media.trustradius.com/vendor-logos/rn/0p/FJM3W6C00CJ4-180x180.PNGRecruit CRM14https://media.trustradius.com/product-logos/ao/qK/A2RD2L70KTD8-180x180.JPEGKnowledge Center15https://media.trustradius.com/product-logos/zL/Gk/TFLX3PH7Q9SO-180x180.JPEGEkmob16https://media.trustradius.com/product-logos/Rc/Hx/4731VBPFZCJR-180x180.JPEGUPilot17https://media.trustradius.com/vendor-logos/lI/Rd/RGBTMFAWUEMG-180x180.PNGSimpleCRM18https://media.trustradius.com/product-logos/bJ/OA/NFV9NVIIDOP1-180x180.PNGOnyx CRM19https://media.trustradius.com/vendor-logos/eB/st/BE0IVWGEPVC1-180x180.JPEGZomentum20https://media.trustradius.com/product-logos/bi/hR/GHD6QTBKJIWP-180x180.PNGCorefactors21https://media.trustradius.com/product-logos/fP/9M/Q7GG1UXR9WO8-180x180.PNGAgiline CRM22https://media.trustradius.com/vendor-logos/XC/mi/O051OBO6HT9V-180x180.JPEGDubsado23https://media.trustradius.com/vendor-logos/qE/ca/AL83EFKNZ15A-180x180.JPEGEngage Live Sales Dashboard24https://media.trustradius.com/vendor-logos/zT/AJ/6T83S5VN03V2-180x180.PNGVeryConnect Membership Management Software25https://media.trustradius.com/product-logos/tK/4X/XTTI9W0K01V2-180x180.PNG

Customer Relationship Management (CRM) Software

Best Customer Relationship Management (CRM) Software

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

Customer Relationship Management (CRM) 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’s a system of record for touch points throughout the customer lifecycle.With CRM tools companies can track, automate, analyze and optimize customer interactions. At the core is a database of contact information and interaction history for each individual customer.

Customer Relationship Management Features & Capabilities

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 Force Automation

CRM software helps streamline and automate certain sales-related duties. These tasks may include:

  • Creation of quotes

  • Order processing

  • Updating contact information

  • Sending emails

  • Forecasting sales

  • 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

  • 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 call 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

CRM Marketing

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. Integration with marketing automation, CMS, and eCommerce platforms can improve marketing campaigns. 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. They may also use the CRM 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 vendors have developed their own CRM systems (e.g. HubSpot). 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.

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

Listings (201-225 of 239)

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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…

We don't have enough ratings and reviews to provide an overall score.

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…

We don't have enough ratings and reviews to provide an overall score.

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 …

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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, …

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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…

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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.

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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…

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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…

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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…

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AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transpar…

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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.

We don't have enough ratings and reviews to provide an overall score.

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 …

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Unymira Knowledge Center is a knowledge base for contact centers. The vendor says they can help your customer facing agents with relevant, easy to understand knowledge so that they can provide better, more efficient customer service. The vendor says that, today, dealing with the sheer volume of inf…

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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…

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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.

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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 …

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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.

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Zomentum offers an end to end sales enablement platform for MSPs. Zomentum is designed to help MSPs ace their sales and generate more revenue.

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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…

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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.

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Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.

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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…

TrustRadius Top Rated for 2019

2019 Top Rated Customer Relationship Management (CRM) Software

There are plenty of options out there, but here's our shortlist of the best Customer Relationship Management (CRM) Software. 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. To qualify, a product must have 10 or more recent reviews and a trScore of 7.5 or higher, indicating above-average satisfaction for business technology. The products with the highest trScores appear first on the list. Read more about the Top Rated criteria.

HubSpot CRM

561 ratings

Salesforce

2432 ratings

Pipedrive

182 ratings

Insightly

607 ratings

Zoho CRM

404 ratings

Keap

213 ratings