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.Nimble1https://media.trustradius.com/vendor-logos/Lg/xl/EZIGKMTUHX4K-180x180.PNGBitrix242https://media.trustradius.com/vendor-logos/XE/Ee/J3WK09MSMWI4.pngFollowup CRM3https://media.trustradius.com/product-logos/P2/RD/7L5IC61PON3G-180x180.JPEGAgile CRM4https://media.trustradius.com/vendor-logos/Te/58/RS0USDFIOTGV-180x180.PNGStreak5https://media.trustradius.com/product-logos/sV/BW/3E3SZXJ2UOHX-180x180.PNGCopper (formerly ProsperWorks)6https://media.trustradius.com/vendor-logos/1S/KI/9GFTAWZ07A23-180x180.JPEGCapsule CRM7https://media.trustradius.com/vendor-logos/1G/3L/NAFTP7SQAH8O.pngZendesk Sell (formerly Base)8https://media.trustradius.com/product-logos/uQ/mC/SVZUMGWU2MT6-180x180.JPEGOracle CRM On Demand9https://media.trustradius.com/vendor-logos/e7/6G/F3JK0T3RS775-180x180.PNGHighrise10https://media.trustradius.com/product-logos/tN/3f/E2T0A3B4MFUO-180x180.JPEGWorkamajig11https://media.trustradius.com/product-logos/Ac/WL/LDGBJCWPVZVE-180x180.PNGPipeliner CRM12https://media.trustradius.com/product-logos/qu/ZC/S6QZ250J8CMN-180x180.JPEGLess Annoying CRM13https://media.trustradius.com/product-logos/bn/DZ/CEEI08VD493U-180x180.PNGOdoo14https://media.trustradius.com/product-logos/0f/Ug/0GXBPDRR15IE-180x180.PNGVtiger15https://media.trustradius.com/product-logos/Qh/L9/LJL58EG548UQ-180x180.PNGSAP Business ByDesign16https://media.trustradius.com/product-logos/ce/ge/ZFVXXQDU9VI6-180x180.PNGCreatio (formerly bpm'online)17https://media.trustradius.com/product-logos/VJ/zc/0CRJLFAGVRLB-180x180.PNGDemandforce18https://media.trustradius.com/product-logos/2W/62/JS03WXRS9V3G-180x180.JPEGPega Customer Engagement Suite19https://media.trustradius.com/product-logos/vU/CL/K2JJ9IOC3633-180x180.JPEGBullhorn Jobscience20https://media.trustradius.com/product-logos/Y3/Nu/RP0D0O7U1099-180x180.PNGPipelineDeals CRM21https://media.trustradius.com/vendor-logos/u0/L9/Z876VZ6BSFCR-180x180.JPEGMethod:CRM22https://media.trustradius.com/vendor-logos/qj/aJ/69KD8MVE1JN6-180x180.PNGvCita23https://media.trustradius.com/product-logos/sE/Gh/D64C2PIWTT7Z-180x180.JPEGContactually, by Compass24https://media.trustradius.com/vendor-logos/Oq/ot/TE18QI28HLUN-180x180.PNGNutshell CRM25https://media.trustradius.com/product-logos/xd/sJ/0OZ3C952SUKX-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 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.

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 (26-50 of 236)

37 Ratings

Bitrix24 is a local-hosted or cloud-based social intranet and project management platform that also contains core HR (HRMS) and CRM features. Bitrix24 also provides time management services and employee self-service.

18 Ratings

FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.

74 Ratings

Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.

24 Ratings

Streak is a cloud-based sales email tracking tool for Gmail. The vendor describes Streak as "CRM in your inbox," and the mission is to allow users to run their entire businesses from their inboxes. It includes email power tools such as view tracking info, mail merge, snooze, send later, snippets, an…

The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.

17 Ratings

Highrise is offered by Basecamp (formerly 37 Signals) as a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing custom…

14 Ratings

Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides an easy to follow, visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buy…

25 Ratings

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

23 Ratings

Vtiger is a customer relationship management (CRM) solution with sales and marketing automation, project management, and inventory management capabilities.

SAP Business ByDesign is SAP's cloud ERP suite offering, launched in 2007, designed for the SMB market. The product includes a broad range of capabilities including financials, human resources, sales, procurement, customer service, and supply chain. Business ByDesign is a new platform, delivered e…

17 Ratings

Demandforce helps small businesses in the dental, medical, spa and salon, automotive and veterinary industries attract new customers and keep current customers coming back. The all-in-one platform offers automated appointment reminders, reactivation campaigns for lost customers, online reputation ma…

Pega's Customer Engagement Suite includes: •Pega Marketing to engage customers with real-time one-to-one marketing on any channel•Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI•Pega Customer Service to deliver end-to-end service across th…

5 Ratings

vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a super lightweight CRM with the following features…

Contactually is a CRM for real estate agents and brokerages, that automatically prompts users to take action with the most important people to prevent things from falling through the cracks. Contactually is now owned and supported by Compass (acquired 2019).

TrustRadius Top Rated for 2020

2020 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.