Customer Relationship Management (CRM) Software

Best Customer Relationship Management (CRM) Software include:

Salesforce.com, 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

ServiceTitan
8 ratings
5 reviews
ServiceTitan is a cloud-based field service management solution. The platform includes CRM, intelligent dispatch, comprehensive reporting, marketing management tools, mobile connectivity for field techs, and QuickBooks integration. The platform's core product offers advanced job booking, drag and …
Claritysoft
9 ratings
5 reviews
CloudSoft is a simple, cloud-based CRM system for SMBs.
Contactually, by Compass
14 ratings
5 reviews
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).
FloristWare
4 ratings
4 reviews
FloristWare is a POS/CRM system for anyone in the business of selling flowers. It is designed to help retail florists increase sales and profits while saving time and money. The vendor says FloristWare is an "independent" system, meaning that it is not affiliated with any wire service and does not i…
Oracle Siebel Enterprise Marketing Suite
49 ratings
4 reviews
Oracle offered the Siebel Enterprise Marketing Suite as an end-to-end enterprise marketing management (EMM) solution joining cross-channel campaign management with marketing automation, market resource and asset management, and marketing analytics, for larger enterprises. The product is now End of L…
Sellsy
6 ratings
4 reviews
Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
Close
18 ratings
4 reviews
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
Maximizer CRM
10 ratings
4 reviews
Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.
Technolutions Slate
8 ratings
4 reviews
Technolutions offers a customer relationship management (CRM) solutions built to manage social interactions and communications, test scores, and materials.
Veeva CRM
12 ratings
3 reviews
Veeva CRM is a customer relationship management (CRM) solution with features such as collaboration, sales utilization and alignment, and customer engagement.
Apptivo
4 ratings
2 reviews
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
Salesboom
2 ratings
2 reviews
Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.
PlanPlus Online
2 ratings
2 reviews
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
Oncontact
3 ratings
2 reviews
OnContact is a fully-featured customer relationship management (CRM) software built around capabilities such as sales and marketing automation, contact center, and QuickBooks integration, available through either cloud or on-premise deplyoment.
SalesforceIQ CRM
32 ratings
2 reviews
SalesforceIQ CRM is a sales management tool is no longer supported by Salesforce. It was designed to integrate with a sales team's email inboxes, automatically capture cross-platform interactions with customers, and analyze collected data to improve customer relationships. According to the vendor, …
Dubsado
7 ratings
2 reviews
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.
Dimelo
2 ratings
2 reviews
Dimelo is a customer relationship management (CRM) tool built to power digital customer engagement.
Lasso CRM
2 ratings
2 reviews
The Lasso CRM is a cloud-based option for property sales, that provides lead management and sales process automation, email campaign management, and other features. Lasso CRM is now an ECi Software Solutions company since the late 2018 acquisition.
Salesflare
10 ratings
2 reviews
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
amoCRM
6 ratings
2 reviews
amoCRM is a cloud-based sales management solution designed for small to medium sized businesses. Some key features include: Webform Integration, Pipeline Management and Tasks Management.
Deltek WorkBook
4 ratings
2 reviews
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor say…
HoneyBook
3 ratings
2 reviews
The vendor states that HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With HoneyBook, users can automate busy work and stay on top of to-dos, saving time and money, while growing a business. HoneyBook is designed to emulate a …
JDA Commerce Suite
4 ratings
1 reviews
JDA Direct Commerce Suite is a multi-channel eCommerce platform built around customer engagement.
Custora
1 ratings
1 reviews
Custora is a lifecycle and predictive marketing platform focused on providing value for eCommerce-focused companies.

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.