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.Oracle Siebel Enterprise Marketing Suite1https://media.trustradius.com/vendor-logos/VC/02/T4E108T4IWP2-180x180.PNGvCita2https://media.trustradius.com/product-logos/Vz/qo/D64C2PIWTT7Z.JPEGServiceTitan3https://media.trustradius.com/vendor-logos/Na/hw/0HN0M66DRP1B-180x180.JPEGCapsule CRM4https://media.trustradius.com/vendor-logos/1G/3L/NAFTP7SQAH8O.pngClose5https://media.trustradius.com/product-logos/u0/Yq/S6IQ7TWK3Z6Q.PNGTechnolutions Slate6https://media.trustradius.com/vendor-logos/Nc/2Z/0RL8XXMQJCAN-180x180.PNGVeeva CRM7https://media.trustradius.com/vendor-logos/uq/9c/MT7UP7X6S39J-180x180.PNGMaximizer CRM8https://media.trustradius.com/vendor-logos/60/oE/7M8XM01D6SJ2-180x180.PNGOnePageCRM9https://media.trustradius.com/vendor-logos/QM/y5/QZ0Q30J7IM8N-180x180.JPEGamoCRM10https://media.trustradius.com/product-logos/RE/7J/GDTSKF04F2W9.PNGApptivo11https://media.trustradius.com/product-logos/bd/2p/8RELEAL22TXE.PNGSalesforceIQ CRM12https://media.trustradius.com/product-logos/ol/xi/TK8OW2W5VAFH.PNGSalesboom13https://media.trustradius.com/vendor-logos/xg/yy/NVL5FBDI3RRV-180x180.PNGPlanPlus Online14https://media.trustradius.com/vendor-logos/Zs/g0/BQEQSB4UD0WH-180x180.PNGAptean CRM15https://media.trustradius.com/vendor-logos/Jo/9d/XMWSJCWFM4LS-180x180.PNGRedHorse CRM16https://media.trustradius.com/vendor-logos/nI/hL/FJJT13JXFL6U.pngADAPTcrm17https://media.trustradius.com/product-logos/cn/fR/GPIR43X6IMRZ.gifTeamgate CRM18https://media.trustradius.com/vendor-logos/6f/1b/R3999CM3IEVH-180x180.PNGCustora19https://media.trustradius.com/vendor-logos/0O/uV/880PBJJFHXR4-180x180.PNGGold-Vision20https://media.trustradius.com/vendor-logos/JG/LK/VBH208X237IE-180x180.PNGMCA Suite21https://media.trustradius.com/product-logos/oa/6S/VFXV3UWX47WF.jpegNexJ22https://media.trustradius.com/vendor-logos/OY/15/1AMZUJWTTM3F-180x180.PNGWorkBook23https://media.trustradius.com/product-logos/bW/Zh/9U8O3XXL71GP.JPEGDimelo24https://media.trustradius.com/product-logos/Su/6j/I07MLULRIQWI.pngClaritysoft25https://media.trustradius.com/product-logos/Bd/un/JV3HWFZ1V6V8.PNG

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 (51-75 of 236)

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 featu...

4 Ratings

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 a...

5 Ratings

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.

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 vendo...

2 Ratings

CDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for...

2 Ratings

RedHorse CRM is an all-in-one CRM for small businesses with end-to-end business management. This solution includes Quoting, Customer Service, Project Management, QuickBooks integration, Campaign Management, Constant Contact integration, Credit Card Processing. It is a completely configurable on-p...

1 Ratings

Teamgate CRM is a cloud based intelligent sales CRM system for small and mid-size teams. The vendor says that the intelligent aspect of the system gives a salesman the most relevant reports and insights. The vendor also says that advice on every step not only allows users to always stay in tact ...

4 Ratings

Born in Copenhagen, Denmark, WorkBook is a worldwide leading 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. Additional...