Unless you’ve managed to create a novel product or service that no one else has thought of or has been able to hack, you’ll have to participate in fierce competition for leads, customers, and sales.
This means that you’ll have to come up with effective ways to guide and monitor prospects through every stage of the customer journey until they become sales.
Customer relationship management (CRM) software enables you to send messages to potential and current customers, store and organize their personal data, and manage your interactions with them from one location.
Essentially, CRM software helps you build and nurture relationships with your customers to get them to patronize you. Great CRM tools go beyond data collection and analysis to simplifying your sales processes, supporting your marketing efforts, and performing a range of other functions.
In this post, we’re going to explore some of the best CRM software examples that you should consider adopting for your business.
Best CRM Software Examples
1. Zendesk
Zendesk is an easy-to-use CRM tool that’s perfect for small businesses that want to provide enhanced customer support and increase collaboration amongst team members.
It comes with all the key CRM features including task/project management, a sales pipeline, team document repository, and comprehensive reporting & analytics.
With Zendesk, you can collate customer data from multiple channels and store them in a centralized location to prevent miscommunications or task duplication. Since the CRM tool integrates with Zendesk Support, your customer support team can stay in the know throughout the customer purchase journey.
Features like custom lead forms, lead scoring, communication templates, funnel tracking, customizable lists, and conversion rate monitoring help you to gain quick and easy insights into the nature and potential of leads.
With the sales automation tool, you can alleviate your team’s administrative responsibilities and raise productivity.
The smart lists function allows your business to filter and segment leads, while the email tracking feature lets you keep an eye on customer engagement.
Zendesk also gives you access to bulk emailing and email templates, sales forecasting, prospecting, call analytics, channel optimization, and deal-making tools to increase conversions and boost customer retention.
Explore the best open-source alternatives to Zendesk.
2. Pipedrive
Pipedrive was built by experienced sales professionals and web app developers with years of experience to be an all-in-one tool for organizing business leads and managing your sales pipeline.
It helps you identify qualified leads and deals that are worth prioritizing so you can devote special attention to capturing or closing them.
You can use Pipedrive to create a website, track and locate emails easily, monitor and nurture lead relationships, promote your business, and control your sales processes.
You can also get customizable reporting and metrics to help you measure your company’s performance against its overall goals.
This versatile CRM tool is mobile optimized so you can still get your job done when using your Android or iPhone.
Pipedrive is very easy to set up and intuitive to use even for those who have no prior experience with CRM software.
Pipedrive allows you to automate repetitive tasks, customize buyer stages for niche products and services, and sync information across multiple channels. It can be integrated easily with other business systems like Google Calendar, GMail, OneDrive, Google Contacts, and more.
This CRM platform offers a free trial that you can take advantage of to see how Pipedrive works and whether it’s right for your business and its needs.
3. Infor Cloudsuite CRM
One of the best CRM software that you can invest in is Infor Cloudsuite CRM. It’s a cloud-based service that provides an extensive range of integration options that can be customized to suit your needs or preferences, alongside several notable CRM capabilities.
Infor CRM lets you add as many customers and users as you want to your CRM database. It can help you streamline sales processes, pinpoint opportunities, monitor your teams, target qualified prospects, and notify users to ensure accurate forecasting.
You also get deal management, lead and pipeline monitoring, contact management, and more to ensure your sales team can maximize opportunities and generate more conversions for the business.
Infor CRM will automatically update the history of each contact after every interaction so that sales and customer reps have all the information they need in one place.
In addition, Infor CRM comes with custom reporting, deployment control, timeline visualization, and interactive dashboards. It even features a calendar to enable you and your team to schedule, decline, or accept internal and external meetings in real-time.
4. Salesforce
Whether you’re a small business or a multinational enterprise with tens of thousands and even millions of customers, Salesforce is equipped to help you automate and manage your core CRM processes to save time and resources and boost productivity.
It offers one of the most extensive range of features that you can find in any CRM software on the market. With Salesforce, you can get customizable reports and updates in real-time so your sales team can make decisions with current insights.
Salesforce can help you integrate relevant data from multiple sources and merge them in one centralized dashboard. This way, you can easily search for the information you need without jumping through hurdles.
The case management routing function enables team members to assign issues to relevant departments for speedy resolution. You even get tools for collaborative forecasting, creating contracts, quotes, sales orders, and catalogs that scale with your business.
Additionally, Salesforce offers partner management, marketing automation, and lead management features to help you nurture, qualify leads, and track their progression from acquisition to sales completion.
The platform also integrates seamlessly with other of your favorite tools such as Gmail, Zendesk, Outlook, Jira, and more.
To top it off, Salesforce has fairly affordable pricing tiers for its CRM software and it offers a free trial so you can take it out for a spin and try out all the features before deciding to invest in a paid subscription.
5. Bitrix24
This powerful CRM software is designed to suit both small businesses and large-scale enterprises with complex workflows. Bitrix24 provides many awesome capabilities including a built-in contact center, pipeline management, lead management, and email marketing.
It comes with high-grade project, task, and time management tools to help you increase productivity, monitor team performance, and distribute resources more efficiently. It can also produce detailed reports to give you insights on how to refine your workflow.
You can get Bitrix24 as an on-premise solution or in cloud format, depending on your confidentiality and security needs. This means that you can have the software system installed on your local server or use it as a cloud-based platform.
Not only does this software enable you to automate sales processes, it can also help promote better communication.
Once a client is added to your Bitrix24 CRM, the database would be automatically updated whenever you reach out to the person.
Although the only way to enjoy Bitrix24’s full range of features is to cop one of its paid plans, the CRM service offers a free plan that gives you access to about 70% of its functionalities. But it comes with a cap on the number of users and data storage size.
Bitrix24 is fully mobile responsive, with apps Android and iOS so your team members can take their work with them anywhere.
6. Hubspot CRM
Since it broke into the market in 2006, Hubspot CRM has established itself as one of the best examples of CRM software available. It is mainly targeted at small and medium-sized businesses that want a customer relationship management solution that can help them nurture, track, and generate leads for their sales pipelines.
The great thing about Hubspot CRM is that you can use it for free with the option to extend its functionalities with paid features.
The CRM tool is value-packed with core features like a CMS Hub, Sales Hub, Service Hub, Marketing Hub, contact management, chatbots, email marketing tools, and lead generation funnels.
You can get essential, advanced, and custom reports and analytics to help you track how you’re progressing towards your goals. You also get to manage your team and marketing communication across various channels from a centralized location.
Hubspot CRM lets you automate tasks, make sales forecasts, and improve your customer service. The software has an intuitive interface that makes navigation a breeze.
In addition, Hubspot CRM comes with a full-featured mobile app and it integrates with over 300 technologies and systems including WordPress, Salesforce, MailChimp, ZenDesk, and Slack.
7. Freshworks
Freshworks is a data-driven CRM software that helps marketing and sales teams become more productive by streamlining and automating routine and manual processes.
This way your sales and marketing reps can dedicate more time to what they do best: engaging customers and finalizing deals.
With Freshworks, you can customize your lead routing rules to ensure that profitable prospects are assigned to the most capable or suitable reps. You can also optimize your lead generation and contact management processes.
Another feature that makes Freshworks one of the best CRM software out there is the ability to create customized chatbots to gather customer data, perform AB tests, and send messages to your website visitors automatically.
Freshworks can track and analyze customers’ historical data to identify leads that are more likely to convert.
To facilitate faster and efficient collaboration, you can integrate Freshworks with your communication systems so that your teams can share ideas and work together on projects easily.
You can also use Freshworks to keep an eye on team performance, determine sales trends, and use the insights you glean to optimize your sales and marketing efforts.
8. Monday.com
If you’re looking for a cloud-based CRM platform for your business, Monday.com is worth considering. It enables you to manage projects and teams in a simpler way while improving your workflow.
There’s so much that you can do with Monday.com from developing product roadmaps to building marketing campaigns and managing sales pipelines. Monday.com can help you streamline your recruitment processes, plan content production, manage business processes, and monitor progress or performance.
You can customize this CRM software to suit your particular needs and build workflows that are tailored to your teams.
Monday.com’s time tracking feature can help you understand how long it takes to complete each task and how you can better manage or allocate your time.
Thanks to the automation function, you can hand over repetitive tasks to Monday.com and focus on more important work that requires your input. The dashboards show you everything you need to know at a glance so you can stay focused on achieving your objectives.
Monday.com is not lagging behind on the integration front either. The CRM tool integrates with most popular business software such as Slack, MailChimp, Jira, and Gmail.
Finally, Monday.com has a colorful, modern user interface that makes it easy for anyone to get a hang of the software. It also has mobile applications to help your teams remain productive even when they’re on the go.
9. Zoho CRM
One of the best CRM software examples out there is Zoho CRM. It has lots of advanced features that you expect to see in a top-tier CRM tool.
Zoho CRM lets you generate leads via forms on your Facebook page or website, and then automate the workflow process of bringing the leads into your sales funnel and nurturing them.
You can get in touch with prospects at the right moment, meaningfully engage them across multiple channels, and drive conversions more efficiently thanks to Zoho’s SalesSignals.
This powerful CRM software leverages forecasting and pulse tools to determine the most promising leads, contacts, and deals so you can focus on turning them into sales.
It integrates with over 100 contacts, ecommerce, marketing, email, sales, ad platforms, and video conferencing tools so you can use your favorite systems from right within the Zoho CRM app.
Zoho CRM also provides a SalesIQ feature for sales intelligence and tracking of visitors. You can create email marketing campaigns, as well as strategize and execute social media marketing promotions.
What’s more, the Zoho CRM AI assistant can analyze trends in your sales processes, predict anomalies, and suggest ways to improve your workflow.
Zoho even offers custom modules you can use to extend the functionality of the software to suit your particular needs.
10. Keap
Formerly known as Infusionsoft, Keap is a CRM solution that combines both marketing and sales automation functionalities to help businesses of all sizes and types achieve set goals, growth, and customer service ambitions.
You can take advantage of Keap to refine your sales pipeline, score leads, perform AB tests, create high-converting landing pages, increase conversions, and generate more revenue. Keap lets you automate sales follow-ups to drive lead generation and conversion.
Keap allows you to segment your contacts into lists based on certain characteristics or behaviors to ensure your targeted messages are reaching the right people. You can keep all your contact/customer data and other relevant sales and marketing information in one place so you can act more quickly.
Furthermore, Keap is equipped to help you launch sales campaigns, track ROIs, manage product pages, shopping carts, discount codes, and other ecommerce processes.
The fully customizable and intuitive platform makes setting up automation a walk in the park, and it integrates nicely with all your favorite business technologies and tools.
Also Read: Keap vs Clickfunnels
11. Creatio
Creatio is an agile enterprise CRM that helps businesses masterfully manage their customer service, sales, and marketing processes easily.
It comes with lots of interesting features such as the ability to manage contacts and accounts, communicate with internal and external stakeholders, and generate leads for your database.
The same automation function in Creatio will allow your salespeople to capture leads and turn them into repeat customers, while eliminating potential roadblocks to conversion.
The marketing tool is there to help you guide customers along their journey until they’re ready to purchase.
This intuitive CRM tool facilitates easy management of customer data and it integrates with social media networks, allowing you to track and gather customer information across various channels.
It also allows you to create multi-channel marketing campaigns, segment audiences, track responses, and plan budgets.
Creatio can help with sales forecasting, analyzing buyer behaviors, and organizing tasks and project deliverables. Since the CRM software is customizable, you can add objects, fields, links, and other elements and tweak them to suit your business needs.
12. Oracle Netsuite CRM
Netsuite CRM combines traditional CRM functionalities with sales forecasting, order management, quote delivery, commission management, and ecommerce tools.
If you want to gain a better understanding of your buyer’s purchasing and shopping behaviors, consider giving this CRM software a try.
It uses real-time sales insights to refine your forecasts, reduce errors, and give you a bird’s eye view of opportunities and your customer interactions.
Netsuite CRM organizes all the customer data you’ve gathered across different channels, then analyzes this information to predict their future purchasing actions.
This comprehensive CRM platform also offers other customer relationship management capabilities such as sales pipeline monitoring, website search engine optimization, customer support case management, and contact management.
It comes with a fully responsive mobile app to help your teams get their work done on the go.
13. Salesflare
Salesflare is designed to automate pretty much all of your data input workflow and sales processes, and help you improve your customer service experience.
It started out serving small and medium-sized businesses, but large enterprises quickly found the benefits of investing in the CRM solution.
While most enterprise CRM tools will require your teams to spend weeks trying to get a hang of it due to their complex nature and extensive range of features, Salesflare is sure to impress you with its user-friendliness and ease of use.
Salesflare takes the work of collecting and managing your data out of your hands so you can focus on the more important task of nurturing and engaging your customers.
It automatically logs phone calls, messages, meetings, and organizes files and other communication your staff exchanges with customers, thereby reducing the time you would typically spend on data entry by over 70%.
You can monitor how your customers are interacting with your messages thanks to the link tracking, website tracking, and email tracking features. Salesflare integrates flawlessly with Microsoft Office 365 and Google Workspace, and other popular business technologies.
14. Capsule
This CRM software has been around for over a decade so you know it’s dependable. Capsule is designed to help you store and organize your customer, vendor, lead, and contact information from a centralized location.
You can save emails, attach notes, documents, proposals, agreements, and other important files. Capsule provides task management features so you can assign and complete tasks as quickly as possible.
One of the main selling points of Capsule is its low-cost plans and how easy it is to use for both CRM novices and professionals alike. You can set it up within minutes and start tracking your customer journey and managing sales pipelines.
Capsule gives you an extensive range of analytic and reporting tools to help you measure progress and make data-driven decisions.
It gives you an overview of sales opportunities, alongside their potential worth, what the leads are up to and what you need to do to close the deals so you can pursue and capture them in real time.
15. EngageBay
Although EngageBay is one of the new kids on the block, its effectiveness and value as a CRM tool are hard to dispute. It bundles sales, marketing, and customer service features together to create a comprehensive software that caters to your core business needs.
EngageBay gives you a 360° view of your contacts and the history of their interactions with your business. The sales sequences function allows you to schedule, create, and monitor automated and personalized follow-up emails for engaging and nurturing leads and contacts.
EngageBay is one of the few CRM platforms to enable users to create different customizable pipelines for multiple products and sales processes. The software’s social suite enables you to add and manage your Facebook, Twitter, Instagram, and LinkedIn accounts from right within the tool.
Email templates, newsletters, lead scoring, pop-ups, landing pages, list segmentation, and lead generation forms are just some of the features that EngageBay’s marketing suite offers.
You also get access to live chat, ticket creation, first response time, ticket priority tracking, ticket count, automated assignment, and more as part of the service and support suite.
Best of all, EngageBay is free to use for up to 15 users with the option of migrating to a paid plan to unlock more advanced capabilities.
Conclusion
The CRM software you choose can impact your company’s sales, management, marketing, and customer support capabilities so you need to carefully consider your needs, objectives, and the features of each CRM tool before making a decision.
We’ve shown you some of the best CRM services in the market, now it’s up to you to try them out for yourself and select the best one for your business.
Thankfully most of them are either free to use or offer a free trial on their paid plans that you can take advantage of.
