Using a reliable software for Customer Relationship Management (CRM) comes with tons of benefits. Some of these include improved client relationships, better team collaboration, and lower client attrition. That’s why the total use of such products jumped from 56% in 2017 to 74% in 2018. Are you looking for high-quality CRM software for your business? Would you like to experience all the positive effects of this tool? Well, you’ve come to the right place! Keep reading our ultimate guide to explore the best-rated products on the market. Learn how we rank them, check out our detailed software reviews, and find a comprehensive buying guide.
While all solutions for managing customer relations have a similar primary function, not all products cover the same areas or offer the same quality of service. We have therefore ranked the leading tools for customer relations management so that you can pick from the best.
That said, it’s essential that our readers understand how we have evaluated the brands in the table above. Knowing our criteria is crucial for finding the most suitable tool for your business. So, before moving on to our CRM reviews, spare a moment for our classification and evaluation process.
Classification plays no role in our ranking process. It is nevertheless important as it helps consumers find suitable products for managing the relationship with their customers.
Some software solutions target specific businesses, while others work for companies from various industries. For example, construction companies have different needs compared to those in the healthcare or travel sector. If a platform has industry-specific functionalities, we make sure to mention them.
When preparing our CRM software reviews, we also ask if a platform can handle the needs of enterprises with hundreds of employees, or if it targets small businesses. These questions help us categorize products according to their target customer size. You want a solution that won’t overlook the needs of small market players but also a product that grows with you.
Deployment has always been the cornerstone of software classification. In this section, we have on-premise products, i.e., hosted on your servers and for your use only. These are robust, reliable, and often pricey. Two other popular deployment options are the SaaS and cloud-hosted solutions. Online CRM products tend to be affordable, easy-to-use, and customizable. So, what works better for your company depends on your preferences and budget.
When classifying CRM products, we must also mention their type. They can focus on four essential aspects of customer relationship management, namely conversation, leads & deals, contact, and marketing. Most solutions will tackle all or most of them. Some products, however, will target a specific area. You should therefore note the type of software you plan to purchase.
Let’s go over the essential features that make an excellent product for handling CRM.
These are two necessary tools for smooth and streamlined CRM. With proper contact management tools, you can quickly gather client data, streamline information retrieval, and communicate with consumers. It’s even better if this functionality comes with built-in phones and emails.
As the name suggests, lead management helps you manage leads and centralize customer profiles. It also provides insight into lead lifecycles, helping you understand your strengths and weaknesses.
Emails are a crucial aspect of CRM, and so is email tracking. This feature can be either built-in or add-on. It enables you to track if your emails are viewed and/or opened. This functionality further offers valuable data on your campaign performance.
Your campaigns keep your consumers informed on the latest news, products, and services. That’s why campaign management is a must-have functionality. This tool lets you create and track campaigns from start to finish. It also provides audience targeting, automated workflows, and success measurement metrics, and can segment consumers.
Given the importance of social media, the best CRM software should have a functionality to track the number of likes, shares, dislikes, and comments on your content. This feature also provides useful data on how your audience interacts with your social media profiles as well as how to improve them.
Businesses that sell products and services must also look for sales pipeline management. Besides automating and streamlining your sales pipeline, you get to assign and monitor items. This top CRM software feature also gives real-time data updates and empowers you to add tasks and deals, set up a meeting, and complete actions. All this from a single dashboard.
The more processes your investment can automate, the better. This includes streamlining every repetitive task and automating lead nurturing processes. Instant action triggers, automated follow-ups and notifications are some of the benefits resulting from full automation.
Finally, we come to reports and insights, both crucial for our CRM software comparison. What to expect here? The essentials include real-time analytics for better decisions and success measurement. Key performance indicators tracking, current trend tracking, and future predictions also fall within the scope of the reporting and analytics features you want to have.
By the time businesses invest in any kind of software, they already have their operations in place. They know what they need and what they want. Most importantly, they use different solutions for different processes. So, your customer relationship management software must be scalable and flexible. Users should be able to modify it so suit their needs, regardless of their size and industry.
Seamless integration plays a massive part in our evaluation process. Any software that works smoothly with other solutions gets boosted rankings. The more apps it supports, the better.
Easy setup and no need for training make your software worth the investment. Your employees won’t avoid using the product, and you can get started within days. So, customer management systems that are accessible via a wide range of devices get boosted rankings as well.
Finally, the last criterion in our evaluation process is the price. Here we focus on product fees alongside exit strategy. We appreciate solutions whose monthly costs align with the industry standards but also options that provide significant value for money. Other key points are money-back guarantees, free trials, and product demos. Each of these earns the brands in our table better ratings.
With over 68,800 customers in more than 100 countries worldwide, HubSpot CRM is a leading solution for CRM. This brand’s product is powerful enough to handle the CRM processes of both small businesses and large enterprises in any industry. Thanks to its wide range of tools for sales, marketing, and customer support, HubSpot CRM is perfect regardless of the user’s primary need.
HubSpot has made sure to include all essential functionalities in its free CRM app. The list starts with contact management, website activity, deals tracking, and tasks and activities management. It goes on with company insights that help you analyze your operations as well as prospects, custom support fields, and ticketing. Conversations inbox, reporting dashboards, and ad management also come for free. Documentation, email templates, calling, meeting calendar, and canned snippets round up the robust set of functionalities. HubSpot also integrates with over 350 apps.
Those who need even more features can combine the free CRM with the HubSpot Marketing Hub, Sales Hub, Service Hub, and the HubSpot CMS.
Users get the HubSpot Cloud CRM entirely for free. This product comes with all the features listed above. This service can be combined with the other HubSpot software solutions, each coming in three plans (Starter, Professional, and Enterprise).
The Marketing Hub offers additional CRM options, such as capturing and converting leads. It also provides analytics, list segmentation, and ad targeting. You can get the Marketing Hub for $50/month (Starter), $800/month (Professional), or $3,200/month (Enterprise).
Alternatively, users can go for a HubSpot Growth Suite that includes all the services and comes with a 25% discount. For example, the Starter Growth Suite (CRM tools, Marketing Hub, Sales Hub, and Service Hub) costs $113 per month.
Zoho CRM users claim their sales pipeline jumped by 65% while their repeat sales improved from 20% to 40% after switching to this software. The product is powerful and flexible enough to handle the needs of businesses in various industries, including retail and real estate. It comes with a plethora of functionalities that keep customers happy and engaged. The Zoho CRM product also gives users access to the exclusive AI-powered assistant Zia that provides valuable insights, deal predictions, task reminders, etc.
Make smart and well-informed decisions as well as maintain healthy consumer relations with Zoho CRM. The first aspect the software covers is communication, enabled via multiple channels. Telephone, live chat, email, and social media communication are all supported by this marketing CRM software.
The system will also give you real-time notifications and measure customer communication effectiveness. Zoho CRM further provides full automation and a streamlined lead nurturing process. Users can set instant action triggers and create follow-ups for error-free and efficient workflows.
Reporting is another strong suit of Zoho CRM. The platform will help you understand your strengths and weaknesses with real-time analytics, performance tracking, trend tracking, and future predictions. Don’t forget that Zia is here for any questions you may have regarding your customer behavior, stats, etc. As one of the top CRM companies out there, this platform integrates smoothly with all Zoho solutions but also with tens of other apps, including Zapier, Slack, G Suite, and Office 365.
Experience Zoho CRM 15 days for free, no credit card required, and with no hidden charges. After that, choose between a basic Free Edition and three premium plans – Standard, Professional, or Enterprise.
The Zoho CRM Free Edition supports only three users and comes equipped with essentials like documents, leads, and mobile apps. This option is recommended for small, home-based businesses. The Standard Plan costs $18/user/month (billed monthly) or $12/user/month (billed annually). It includes scoring rules, workflow conversion, web forms, custom fields, and up to 100000 records. Those who need more advanced CRM systems and unlimited records can go for the Professional ($30/user/month) or the Enterprise ($45/user/month) plans. Both are cheaper when billed annually and have a lot more tools and features.
Moving up, for $100/user/monthly (billed annually), users can choose the Ultimate Edition that comes with a dedicated database cluster, advanced customization, enhanced storage, and more. In between is the Zoho CRM Plus package, which costs $60/user/month and offers sophisticated user experience tools.
With impressive user satisfaction and fantastic results, Pipedrive CRM is another excellent solution for small, midsized, and large businesses. This sales CRM software supports more than 150 integrations and comes with native iOS and Android apps. It is user-friendly and has a great-looking UI. Scalable and customizable, Pipedrive CRM easily adapts to your day-to-day operations and tackles all CR-essential processes.
A true CRM star, Pipedrive is a powerful solution. This top CRM and pipeline platform has six categories of essential features – leads & deals, communications, automation, reporting, security & privacy, and integrations. Each of these has its own set of functionalities that guarantee smooth workflows and operations. Custom pipelines, real-time matching inboxes, calendar view, and email tracking are some of Pipedrive’s fantastic features. The list goes on with task automation, customizable dashboard, and revenue forecasting. All in all, the brand offers a robust solution that not only simplifies your job but also provides valuable insights.
Anyone interested in Pipedrive’s CRM applications can subscribe for a free trial, no credit card needed. After the trial period, consumers can go for four paid plans.
All of them are GDPR-compliant, support over 150 integrations, offer mobile apps, and include US & EU data centers. Find their monthly pricing below and remember that annual billing comes with a discount.
Note that the Essential plan doesn’t offer workflow automation or team management. The Advanced, Professional, and Enterprise packages support a respective number of 30, 60, and 100 automated workflows.
You can also boost your Pipedrive CRM software solution with the Leadbooster add-on, which costs $32.50/company/month when billed annually. It works towards higher lead conversion rates, better customer engagement, and a customizable chatbot.
Do you want to manage leads and deals effortlessly? Would you like to know your customers, employ multichannel communication, and get insightful reports? Freshworks offers all this on their fantastic Freshsales customer relationship management (CRM) software. The product is feature-rich, reasonably priced, and integrates with over 35 apps, including Zapier and Mailchimp.
Listing all of Freshsales CRM’s functions is exhausting. The platform is robust, reliable, and easy to navigate. Users can manage their leads and deals with 360-degree customer views, lead scoring, auto profile enrichment, territories, lead assignment, and smartforms. Freshsales CRM also comes with deal status, follow-ups, visual sales pipelines, and deal tracking.
Other strengths of this relationship management software include activity timelines, consumer segmentation, and conversation history. This list just goes on with email tracking, sale campaigns, email sync, and email insights. In terms of reporting, Freshsales CRM doesn’t disappoint either, with users having access to visual reports on sales, reporting dashboards, custom reports, reports scheduling, and trends. Plus, you get mobile CRM with the Freshsales mobile app.
Sign up for a 21-day free trial, no credit card needed, to experience the Freshsales CRM database software. Small businesses can get the Free Forever Sprout plan that comes with unlimited users, unlimited contacts, and unlimited support. This no-strings-attached package includes leads, accounts, email, deals, contacts, and mobile apps.
Those who need something more advanced get to choose from four paid plans, whose pricing is as follows:
Note that the Sprout and Blossom plans don’t offer workflow automation, sales sequences, teams, and custom roles. Freshsales nevertheless remains a top CRM system since it’s scalable, flexible, and can grow as your business demands.
From full workflow automation to a plethora of useful functionalities, there’s not much WorkWise OnContact can’t do. This software for CRM features simple premium plans, mobile CRM, and two deployment options (cloud-based and on-premise). It serves businesses of various sizes and industries. WorkWise successfully handles the needs of over 30,000 users and has been around for over 15 years.
As a popular CRM, WorkWise OnContact comes with a robust set of capabilities, covers all the essentials, and integrates with many other apps. The platform tackles sales, marketing, service, and analytics, and provides a 360-degree view of your consumers. WorkWise effortlessly automates and streamlines all your crucial processes and handles your pipeline management. You get to manage and generate quotes, read business cards, and handle leads. It also smoothly integrates with Outlook and Gmail.
With OnContact’s CRM solutions, email marketing, campaign management, and visitor tracking are fast and easy. The platform enables users to manage incidents, track defects, and manage their contracts and assets. All these functionalities are analyzed and presented in real-time, detailed reports. We must give praise to WorkWise for being customizable, scalable, and secure.
You can start your 14-day free trial of WorkWise OnContact CRM today, with no obligations or contracts. Then, you get to choose between the OnContact Cloud and OnContact On-Premise CRM programs. Both options offer two premium plans with the following pricing:
All plans are billed annually and require a minimum of three users. Marketing automation software, customer service, telephony, and QuickBooks integration aren’t included in the OnContact Cloud Sales package.
“Customers always come first” is the working philosophy of SutiSoft, the company that stands behind the fantastic SutiCRM. Providing full end-to-end customer support, full automation, and over 70 integrations, SutiCRM is among the best CRM tools out there. Startups with up to three users can also use the essential SutiCRM kit entirely for free.
SutiCRM starts with the basics and then dives deeper into providing advanced CRM to users. Contact, account, and lead management software are its three cornerstones that guarantee a healthy relationship with your consumers. Activity management supported by call logs, tasks, events, calendar, and notes keeps you up to date. Other significant features of the SutiSoft CRM software programs include mobile access, mass emailing, sales forecasts, campaign management, and support ticket management.
With SutiCRM, users also get to track website visitors, trigger custom reports, and create advanced workflows. Needless to say, the platform doesn’t disappoint when it comes to reporting and analytics. So, you can expect detailed and insightful reports that lead to smarter decisions and better results.
We have to give credit to SutiSoft for offering both a demo and a free trial of the SutiCRM. Plus, new businesses can use the CRM system for free. The Free Plan comes with contacts and accounts, activity management, reporting, leads and opportunities, and mobile access.
While the Small Business package costs $5.95 per month per user, the minimum monthly payment is set at $100. This plan comes with a lot more functionalities, including sales orders, quotes, and campaign automation. Growing businesses and enterprises should ask for a quote for the Enterprise Plan. This includes the full range of features such as reports scheduler, knowledge base, and visitor tracking.
Popular and appreciated by its consumers, Bitrix24 is among CRM platforms you can access online or on-premise. This brand is among the few that have a genuinely free plan for startups and lots of packages to choose from. Consequently, Bitrix24 can handle CRM of both new businesses, growing companies, and large enterprises in any industry.
Powerful, robust, and flexible. Those are the traits that place Bitrix24 among the best CRMs. This platform has tons of features for maintaining a healthy relationship with your consumers while also tracking tasks and projects. Client profiles, chat, timelines, lead conversion, and pipelines also helped Bitrix24 earn a spot in our table. This system works for sales teams, marketing, and customer support. With Bitrix24, users easily automate all essential processes such as reporting and sales. They also get access to valuable marketing and sales intelligence, which helps them improve their game.
The Bitrix24 CRM tools are offered cloud-based and on-premise. It further comes with a variety of plans to suit any company budget. Below, you can find the monthly pricing for the cloud-hosted solution:
You can get discounts of 6%, 21%, and 30% for subscribing to a 6-month, 1-year, and 2-year service, respectively.
Those who need on-premise customer relationship management tools can get the following packages:
Each of these three comes with priority support, upgrades, and telephony. Also, nonprofits and educational organizations may be eligible for a discount.
A single solution can lead to increased revenues, real-time insights, and improved business processes. Sage offers all this through its robust, scalable, and simple Sage CRM database. Their product provides the three essential modules – Marketing, Sales, and Service alongside workflow automation and centralized business data. Sage CRM works best for small and midsize businesses, regardless of the industry. So far, the company has satisfied clients in travel and hospitality, construction, retail, and even nonprofits.
Sage CRM is powerful enough and well-equipped with functionalities to tackle processes in various areas. Those in need of top CRM platforms that handle Service, get features like team management, knowledgebase, case management, self-service, and reporting. Sales teams can make the most out of opportunity management, quotes and orders, insights, and forecasting. Finally, the Marketing Sage CRM module comes with MailChimp support, collaboration, automated campaigns, surveys, and actionable reports. So, it’s easy to understand how this single product can improve your relationship with your customers via targeted marketing, automation, and valuable insights.
Sage offers a free trial to anyone interested in testing their best CRM app. Pricing is provided upon request and is aligned with your company size, industry, and needs.
Creatio CRM can fully automate and streamline your day-to-day operations. Users get to pick and combine modules, which handle Marketing, Sales, and Service CRM. By getting the Creatio bundle, small, midsized, and large companies can manage and control all areas of customer relations. Creatio CRM is available on-site and online.
Each module of the Creatio CRM packages comes with a separate set of functionalities. When all three are combined, users get to control marketing, sales, and service via the same platform. They, however, can also pick and pay only the specific tools they need.
Let’s first go over the most significant Marketing Creatio CRM features. Here, we have a 360-degree customer view, event management, productivity tools, visitor tracking, and campaign triggers. The list goes on with customer segmentation, personalized emails, system designer, and business process management software.
Service Creatio CRM lets you easily communicate with your customers, automate your helpdesk, and deliver top-class service. This module of the CRM software provides omnichannel communications, a consumer database, and a contact center. It further lets you manage cases, requests, knowledge, changes, business processes, and problems.
Finally, we get to the Sales Creatio CRM, perfect for sales teams who want to manage, streamline, and boost their sales processes. Some of this module’s essential functionalities include collaboration tools, lead management, mobile app, analytics, and customization. Sales Creatio CRM also comes with product catalog, opportunity management, contract management software.
As you can see, some of the most popular CRM features are included in two or three modules. So, whatever you choose, you will get the essentials.
Each module comes at different pricing. Before settling for one or more modules, users can subscribe for a free trial as well as require a live demo of the product.
Those interested in the full bundle can use the calculator on the Creatio website to check the total price by including the number of users and active users. The bare minimum for a one-year subscription is $1,595.
Those interested in a single module of the Creatio top CRM systems can get individual packages for the following prices:
Note that the minimum annual subscription pricing per customer is $3,000 for any single or combination of Creatio products. Also, each plan includes free 1GB storage space, whereas every additional storage of 1GB costs $20 per year.
One of the reasons why this customer management system is so popular is its automation process. It not only discovers leads, but it also analyzes them and provides you with valuable information and strategies. By automating this long and challenging process, you will have more time to focus on what matters the most – nurturing and interacting with your new relationships. Bold Leads provides you with a list of names, phone numbers, and emails to help you move through your sales funnel for more in-depth real estate marketing.
Bold Leads’ most unique and exciting feature is exclusivity. The software was built to allow only one agent per ZIP code. If you are the only agent in your area, Bold Leads will build a brand around your name. All the leads will go to you, and you will be able to grow your business without any competition. You can also opt for both buyer and seller leads, which will result in a high quantity of leads. Since there will be many leads generated for you, keep in mind that some might be of lower quality.
Another great feature is the platform’s integrated CRM. It might be simple compared to some of its alternatives, but comes with automatic text messages that will respond to all new leads. You will no longer be interrupted while you are working and showing houses or miss communication with a potential buyer or seller. The CRM platform can synchronize with your Google Calendar and also manage marketing campaigns and drip emails.
Automation is another strong suit of Bold Leads. For example, the software can fully automate the entire process of creating a Facebook ad. The targeted ads will raise your chances of generating leads that convert. All your leads will further be directed to your highly-optimized Bold Leads landing page designed to capture more of them. After you receive the contact information, you’ll be in charge of the follow-up.
Bold Leads’ pricing is not published on their official website. That said, several Bold Leads reviews offer some inside knowledge. Keep in mind that this information is not verified, so it’s best to contact the vendor directly for the most current pricing.
As a CRM software, Bold Leads is expensive. The starting price for either buyer or seller leads is around $269/month. If you need both buyer and seller leads, the pricing goes up to $500/month. These prices don’t include ad spending, which will cost you at least another $250/month.Reviews also suggest a one-time onboarding fee for all available plans, which costs around $200. These pricing plans are for a 12-month contract billed annually.
Bold Leads has annual, biannual, and monthly plans. The annual prices have the most significant discount, followed by the biannual, and at the end, the monthly plans, which are the most expensive option. Then, while there is a monthly payment method, you have to sign a contract that lasts at least six months. This is where the software lacks compared to its biggest competitors. Some users would prefer to be able to try the product for a month or two before committing to it right away for half a year.
A simple yet valuable CRM for small business owners, that’s how Solastis CRM+ markets its product. This solution, priced and created to meet the needs of startups, is perfect for those who are still figuring things out. It helps users streamline their day-to-day operations and engage customers. Plus, your business will be highly appreciated by Solastis, considering this is a relatively new brand.
While the Solastis’ best sales CRM could use additional functionalities such as mass emailing, it still covers the essentials. The platform has a ticketing system with multiple case types, sales management, and central case management. It also enables users to track and review tasks, send automated email notifications, and automatically assign tasks to employees. Solastis CRM+ helps towards making better decisions too. Namely, the system offers deep and multidimensional analytics of your operations. You can control and understand all these aspects of your best CRM for small business via user-friendly dashboards and enhanced reports.
Anyone can test and experience this platform by signing up for a 30-day free trial, no credit card needed.
Initially created to tend the needs of startups, Solastis CRM+ costs only $10 per user per month. This professional plan comes with leads, accounts, cases (basic), contacts, reporting, and basic CRM. The maximum storage per user is 10 GB. Thanks to its simplicity, the platform’s implementation takes no more than two hours, while a one-hour training is enough for getting your employees up to speed.
Small businesses that want to boost their market presence can go for the advanced Marketing Plan of the Solastis Cloud CRMs. With a fixed pricing of $1,499 per year, you can get a quarterly performance review and a professional Google advertising campaign. This plan also includes a single website review alongside an organic reach plan designed especially for your business. Keep in mind that the plan fee doesn’t include your advertising budget, which is paid directly to Google once the campaign is up and running.
Combining functionality and convenience, TutterflyCRM is the best software solution for travel agencies and tour operators. Perfect for small and medium-sized businesses, this popular CRM software enables fast business processing and maximizes your success.
TutterflyCRM is a CRM solution that enables organizations in the travel industry to customize the features and optimize their business processes. B2B management is one of the software’s main features. It enables you to manage your accounts and get the deals done effortlessly. Then, there is the Sales Automation option which helps you make consistent sales and keep them going strong.
While agencies tend to struggle with client retention, with TutterflyCRM you will be able to get more value from the clients you have acquired and create a strong customer base. TutterflyCRM easily adapts to the growing needs of the client’s business, delivering constant value. This CRM platform additionally streamlines business communication, recording comms in internal and external mode, allowing for backtracking. When it comes to marketing, TutterflyCRM allows you to personalize your options so that you can maximize your success.
Before you commit to TutterflyCRM, you can try it for free for 14 days. All pricing plans include account management, contact management, leads, and task management, reports, and opportunities. The quarterly subscription comes at $22/user/month. The half-yearly plan is $20, while the yearly plan is the most affordable at $18/user/month.
Specifically created for digital marketing agencies, SEO CRM is highly affordable and can be customized to suit users in nonprofits, ecommerce, law firms, travel, and IT. With SEO CRM you can easily create task templates, schedule projects, auto-populate recurring tasks, or assign roles and priorities, and track progress at any time. At the same time, this CRM software enables smooth management and categorization of leads, billing and invoice management, and more.
SEO CRM is packed with all the features needed for successfully running an SEO, digital marketing, PPC, or any small business. The Smart Project Management feature allows you to create recurring and auto tasks but also to assign tasks to a team or specific members, track projects, set billing by project or performance. This option streamlines team communication and collaboration, too.
With SEO CRM, managing sales is easier than ever. From the sales dashboard you can manage the proposals, contracts, payments, estimates, and invoices. You can create invoices, receive payments through PayPal, Stripe and other payment methods, record payments, manage bills, and more.
Plus, you can set goals, create tasks, and add notes and reminders so that you do not lose any pipeline or sales opportunity. SEO CRM allows you to convert more opportunities and close more deals.
SEO CRM offers three plans, one of which is completely free. The other two plans, Standard and Pro, are priced at $10/month and $50/month, respectively. Needless to say, the paid plans offer far more flexibility and extended functionalities than the free plan. Conveniently, this CRM and project management solution puts no limits to its free plan, so users can test the product indefinitely before committing to either of the paid plans.
ClickUp is not your typical CRM app but much more — it’s a project management tool that will help you plan, organize, collaborate, and replace all other apps in the process. Designed as an all-in-one solution, ClickUp is the creator of the future as it offers a way to easily manage docs, emails, reminders, tasks, billing, and invoicing, and provides you with daily reports so you can keep track of your priorities no matter your business niche.
Instead of discussing the many awesome features of ClickUp, we will just focus on how it can help you grow your business, analyze your data, and help you build the perfect customer database. What makes ClickUp stand out as one of the best CRM tools is that it enables you to see your clients’ priority and progress, onboard them quickly, and monitor their lifetime value by visualizing all their data in one place.
With ClickUp, you not only get to organize your customers and manage your pipeline, but you can also work with them and discuss priorities and initiatives with your team. The Task Dependencies feature allows you to link similar tasks together or set processes according to relevancy. You can even add geo data to better track your customers!
ClickUp's CRM apps are free forever for personal use, featuring 100MB storage, unlimited tasks and members, two-factor authentication, real-time charts, Kanban boards, 24/7 support, and much more.
For small and mid-sized teams, ClickUp’s pricing plans start at $5/month and $12/month, respectively. The plan for small teams offers unlimited storage, integrations and dashboards, goals and portfolios, and resource management, while the one for mid-sized enterprises will provide you with Google SSO, an unlimited number of teams, advanced automation, time tracking, public sharing, and dashboard features.
The business plan for multiple teams comes in at $19/month. It includes many features such as team sharing, subtasks in multiple lists, creating customizable roles, and permissions and priority support. ClickUp also offers pricing plans for larger enterprises available upon request.
When all is said and done, it’s still up to you to find a solution that will work seamlessly for your business. Our table of top-performing products helps you narrow down your options, while our ranking criteria educate you on critical features.
We will now present you with the specific steps to find the best tool for a business of your size in your industry. Scroll down to find the ultimate buying guide created by our experts.
You should start by focusing on our classification criteria. When it comes to finding the best CRM for you, you must shortlist options suitable for a business of your size and type. Also, stick to products with your preferred deployment as well as type. Ask yourself, what do you need this software for? Marketing? Communication? Both? Then, remove anything outside these parameters.
The second step is all about features and tools. Thanks to our evaluation criteria and reviews, you already know the options. So, just list the ones that are absolutely necessary for you.
Your CRM list of features should include tools like automation, lead management, mobile readiness, etc. Any products that survived step one and have all these functionalities remain in the game for the final step.
Finally, it’s time to talk about money. Do you know how much you want to invest in this type of software solution? If no, then now is the time to define your monthly/annual budget. Then, compare it against the pricing of the remaining CRM software from steps one and two.
Any option that matches your budget will work flawlessly for your business. Also, in this step, you can focus on things such as a free trial, product demos, and exit policy.