In order to be included in this guide and in the TrustMap, a CRM software product must have at least 10 ratings and reviews on TrustRadius (many have many more). Given this requirement, the guide is not exhaustive. Some CRM software products are not included due to insufficient reviews. The next iteration of this guide will likely include more products, and we welcome feedback on any notable products we have missed here. Below is a brief summary of a few of the products we hope to include when we update this guide.
4.1 out of 5 stars. Nimble is a social CRM tool that focuses on helping sales and marketing people leverage social media when managing their customer relationships. The tool pulls in data from Facebook, Twitter and LinkedIn, among other social networks, and associates it with a contact record. It also tracks communication history with each contact and allows users to understand shared interests with contacts based on social data. The company was founded in 2009 and has raised about $3 million in funding. Pricing is $15 per month per user, according to Nimble's website.
According to reviews on TrustRadius, Nimble is easy to use. It's easy to filter and segment contacts, and understand shared interests. Users like the integration with other systems (e.g., HubSpot, Act-on, Mailchimp, Rapportive, Olark, and QuickBooks), and especially the integration with your email inbox. However, users would like to see an enhanced mobile app (currently just a subset of the tool's functionality), as well as better forecasting and other reporting functionality. One user says the tool can be an alternative to contact management software products such as Act! or Goldmine, or a supplement to CRM tools such as Salesforce.
3.8 out of 5 stars. Oracle offers several CRM products, including both on-premise and SaaS solutions. According to the vendor, Oracle offers a Customer Experience (CX) portfolio of cloud capabilities, including Data as a Service, Marketing Cloud, Sales Cloud, Commerce Cloud, Service Cloud and Social Cloud. These products can be purchased individually or as an integrated suite. Oracle Siebel is an on-premise CRM suite that is part of the Oracle CX portfolio.
4.7 out of 5 stars. Pipedrive is a sales pipeline tool for small businesses. It offers sales pipeline visualization, contact management, and sales forecasting. The company was founded in 2010 and has raised about $4 million in funding. Pricing is $12 per user per month, according to Pipedrive's website.
According to reviews on TrustRadius, Pipedrive is easy to use and offers great visualizations of deal flow, the sales pipeline, and progress toward goals. It's great for tracking communications with customers as well. However, users would like to see better integration with Gmail, easier customizations, and better Android and iPhone apps.
3.3 out of 5 stars. Velocify is a sales automation tool designed to help improve sales team productivity and shorten lead response times. The tool offers lead management, outbound dialing capabilities, and integration with Salesforce. The company was founded in 2004 and was originally called Leads360. It is based in California and has raised about $18 million in funding. Pricing is based on features and number of users; specific pricing information is unavailable on Velocify's website.
According to reviews on TrustRadius, Velocify is relatively easy to set up and use. Users especially like the built-in lead dialer, the lead distribution and prioritization features, the local caller ID, and the ability to create pre-recorded voicemail messages. However, users would like to see better canned reporting and reporting customization options, improved customer support, and easier integration with other software apps.
Another potential option for small to mid-sized businesses looking for CRM software is a marketing automation tool with a CRM component. There is somewhat of a convergence between these two categories of software, since many CRM software products offer basic marketing automation features, and some marketing automation tools are now adding CRM features.
Infusionsoft, for example, is a marketing automation and CRM tool focused on very small businesses (often with 1 to 10 employees). According to the company's Senior Director of Communications, all of their customers use the contact management features, and 50% use the sales automation features.
HubSpot is a marketing automation solution focused on small to mid-sized companies with 10 to 2,000 employees. The company recently launched a CRM, initially available only to HubSpot marketing automation users. Here is a TrustRadius interview with HubSpot's CMO about the strategy behind the new CRM tool.
It's important to note that many companies with large databases of contacts or companies with sophisticated digital sales and marketing practices use standalone software products for CRM and marketing automation, often integrating the two. Therefore ease of integration can be an important factor when selecting CRM and marketing automation software.