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.MyMedLeads1https://media.trustradius.com/product-logos/o2/vr/OF78CQJDIDP7.JPEGFlectra2https://media.trustradius.com/product-logos/0x/gP/BF8P0DU900L5.JPEGIntellasphere Brand Affinity Marketing System3https://media.trustradius.com/product-logos/hM/Ca/6T03S4VKW2T2.JPEGYetiForceCRM4https://media.trustradius.com/product-logos/DJ/Wi/GONHIZAIPUFC.PNGMiTek Sales Simplicity5https://media.trustradius.com/vendor-logos/1M/WJ/THNZ59JK4TZE-180x180.JPEGKeap6https://media.trustradius.com/product-logos/s7/cV/1JODHB5HTFMV.PNGChime CRM7https://media.trustradius.com/product-logos/te/X2/0FTWBVLLTAUF.jpgTrujay8https://media.trustradius.com/product-logos/V7/yR/XP5AIHPBK9V3.jpgAIM (Alternative Investment Management)9https://media.trustradius.com/product-logos/xP/SY/2TLH3WESK3O5.PNGShape Software10https://media.trustradius.com/product-logos/6G/fq/F02XVAQETP32.JPEGIMIconnect11https://media.trustradius.com/product-logos/2M/fc/VB8O11EKHQJH.JPEG

Customer Relationship Management (CRM) Software

Best Customer Relationship Management (CRM) Software

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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 (226-236 of 236)

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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 processe...

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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...

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YetiForce is open source CRM software. It is a multichannel system that can be easily tailored to any needs of a company. It is equipped with over 80 user modules and 80 admin tools, however, it can also be integrated with third-party libraries to become an even more powerful solution, according ...

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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.

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

Keap is a client management software suite designed specifically for small businesses. It includes CRM, appointment scheduling, and invoicing features, among other capabilities. Keap's goal is to help users turn incoming leads into satisfied clients. The platform organizes customer information an...

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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....

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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....

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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 trans...

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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 s...

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IMIconnect is an enterprise cloud communications platform that enables businesses to automate multi-channel customer journeys. The IMIconnect platform supports end-to-end automation of customer interactions by offering pre-integrated access to customers’ preferred communication channels such as A...