Best CRM Software

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We chose Salesforce as best overall due to its ability to impact multiple aspects of your business, including marketing, sales, and even the IT department.

The best overall selection on our list, Salesforce brings many of your business needs together, integrating with just about any of your current systems, such as IT, sales, customer support, and marketing. This allows you to continue using your current system, while your programs share data and centralize information for your employees. Although it caters to small businesses, it can handle mid-size and large businesses, too. Thanks to its cloud-based platform, no matter where you are, Salesforce keeps you connected to your business while allowing you to focus on your customers.

The most important feature of Salesforce is how it integrates with other software. This is a basic part of the system, but other features can be added based on your needs, such as territory mapping and a speed-dialer to name just a few. 

Salesforce utilizes a learning community that consists of Salesforce experts that can answer questions. It also provides training videos and even certification programs. This is pivotal in that it allows a customer to access such information at any given time, without having to contact customer support.

Salesforce is flexible with a world-class tech support team that can tailor features to meet your specific needs. You can create customizable reports even without the help of their developers. The Essentials plan starts at $25 per month per user and can climb to over $300 per month when you add more features.

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Freshworks is our favorite solution for solo businesses because it saves you from the hassle of  toggling between platforms. All your software can now be found in one spot.

Freshworks creates a platform that focuses your needs in one place, saving solo business owners time and improving focus. Setup is as easy as one click to start converting website visitors into leads. Access your information from anywhere with this cloud-based software. With a connection to some of the best leads for your business, you now have the ability to increase customer engagement and the number of sales closed.

Freshworks uses an AI platform to predict your needs with smart analysis. This collaborates perfectly with the many platforms supported for integration such as Hubspot, Meta, Klenty, and Calendly, just to name a few.

This software has the capability of pulling your contact details into one location. You can create summaries of recent activities, email campaigns, and much more. With the analytic feature, you can analyze customer support data seamlessly.

Through the Freshworks Academy, you can improve your knowledge and become certified. In addition to the training academy and blogs, customer support is only a few keystrokes away.

Pricing starts at $15 per user per month. Based on the needs of the business, there are more advanced and customizable plans available. These cost-effective options cater to new and small businesses with an all-in-one platform while offering the plan that will best suit you.

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Pipedrive stands at the front of the line for small business value. The software offers advanced capabilities like creating websites and rich reporting for a reasonable price.

Pipedrive offers the best value with all the features your business needs to sell more while working less. The platform focuses on controlling the sales process, empowering you to scale your business to its fullest capability. The easy-to-use software makes it possible for you to focus on your business and not the software.

Its activity-based methodology tracks your sales and makes lead follow-up easier. Pipedrive simplifies integration with your other programs, like email, OneDrive, GoogleDrive, and more. 

Pipedrive’s 14-day free trial gives users full access to all it has to offer, including 24/7 customer support. Plans start as low as $14.90 per month, with additional charges for add-on packages like their LeadBooster or Web Visitor programs, which are $32.50 and $41 per month, respectively. 

Pipedrive offers customizable reporting. Metrics measure the performance of the company against goals. Integrated AI (artificial intelligence) automates repetitive tasks, letting you focus on your customers.

Pipedrive offers blogs and support to enhance your skill with the program, as well as broader instructional articles about sales, scaling your business, management, and employee motivation.

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HubSpot has earned its hard-won title for best free CRM software. The free plan has no time limit and allows you to manage one million contacts through your marketing, sales, and customer service workflows.

HubSpot offers free marketing, sales, and customer service tools in one place, and users can manage up to one million contacts without worrying about time limits or expiration dates, making HubSpot our best free CRM option. 

Beyond their free program, paid pricing starts at $45 per month billed annually. Add-ons such as inbound and outbound marketing consulting can take your business to the next level. It includes a consultant to help guide you through strategies and growing your business.

HubSpot has a community of professionals worldwide that can answer your questions. There are in-app support options, as well as email and phone support that can assist at any time.

Integrating into and with HubSpot is an easy process. With step-by-step tutorials, you can get your platform set up and operating in no time. The software integrates with popular programs like WordPress, Gmail, AgencyAnalytics, and Zoom, just to name a few.

Users get detailed reports on productivity, individual performance, and sales activity. All this information is available at your fingertips from the reporting dashboard. With its full capability to customize your process to benefit your business, you cannot go wrong with HubSpot.

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Bitrix24 CRM delivers everything you need in one package, making it possible for you to run almost every aspect of your company, with a notable benefit of merging all your incoming and outgoing communications into a single place for better organization.

Bitrix24 comes with full CRM capabilities along with many communication options. For instance, it allows video conferencing with high audio clarity. The software also fully integrates with over almost all VoIP providers, e.g., RingCentral, Nextiva, and Vonage. With video, telephone, work chat, and more, it’s easy to see why Bitrix24 is one of the leading CRM software companies, trusted by over five million users worldwide. 

Its many other features allow you to:

• Create departments (e.g., marketing, sales, customer service)
• Easily segment people for workgroups, knowledge bases, and communications
• Share/view the work and progress of all group members
• Set up knowledge bases where users can message each other, create pages, post articles, and collaborate on tasks and projects
• Use the internal chat feature to message teammates individually or by the group or department
• Record and send videos
• Connect your email account, allowing you to send and receive mail from contact records in the CRM and keep a running history of messages
• Set up customizable fields for managing contacts to capture the specific data that works for your business
• See the communication "load" produced by a contact (how much time your business is spending communicating with them)

Webinars and training courses are available online for customer support and training. Technical support is not available to free account users. 

Bitrix24 is free for unlimited users, but as with almost all free entry-level plans, only a fraction of the features are accessible. Paid plans start at $61 for five users.

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While some CRM software providers have developers on staff that can try to customize your features, CompanyHub wins best for customization because they’ve put much of the control into your hands.

In addition to standard CRM features such as contact, product, and sales pipeline management, CompanyHub is highly customizable for different industries, with creative control that you may be able to handle on your own.

The creators of CompanyHub software have worked in the CRM space since 2015. They’ve developed a deep understanding of the needs of different types of businesses. They have used many CRM programs for their own sales teams, and realize that many CRMs are either too complicated or too basic. This led them to design their own powerful but easy-to-use CRM which is easily customized to the user’s needs.

Most CRMs that claim to be customizable are somewhat limited in what you can change. However, CompanyHub goes way beyond the norm. For instance, you can:

• Create custom tables to store any kind of data pertaining to payments, projects, courses, schools, properties, etc. 
• Associate records belonging to different tables with each other
• Change the labels to be more specific (e.g., "Company" to "College")
• Filter records by any chosen criteria
• Produce reports on any table or field for any particular period of time

CompanyHub also gives you strong email automation capabilities. Email Sync automatically provides updated leads. Email tracking shows you who opened which mail and which links they clicked on. You can schedule emails and set reply reminders. A Gmail plugin is also available to allow you to track any mail sent from there.

CompanyHub has made feeding data into the CRM easy, too. For example, from a single page, you can create records, edit fields, and add notes, conversations, and tasks, then send follow-ups. 

You also have the ability to customize who can see which data, and you can choose from hierarchy-based and rule-based access control. This means that even if two or more salespeople view the same report or page, the data they see will differ depending on what has been set to be visible to them.

Plans are available at $15, $24, and $42 per user per month. The $15 plan provides a single sales pipeline, app integration, website leads gathering, and email and calendar functions. The $24 plan adds more reports and pipelines, and the $42 plan adds advanced customizations and automation.

A training call and demo are available wherein a CRM consultant will talk to you about your requirements and guide you to get the best out of your CompanyHub CRM software.

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Infor CloudSuite CRM, our best choice for small business sales teams, identifies opportunities, streamlines sales activities, alerts users to drive accurate forecasts, and has tools for sales managers to monitor their teams and territories.

Not all CRMs are as useful to sales reps as they are to marketing departments. Sales teams need specific things from a CRM, including contact management, lead and pipeline tracking, and deal management. Infor’s CloudSuite CRM delivers all of these features and more, making them best for small business sales teams.

Infor CloudSuite CRM helps sales reps streamline the process of moving opportunities through the sales process. Each step in the process gets associated with a probability that the opportunity will eventually produce a sale. As the opportunity moves forward through the process, it contributes a higher value to the sales forecast. Sales managers can then review and adjust the probabilities assigned to each opportunity, or exclude an opportunity from the forecast. Here are some more important sales features of this CRM:

• Allows reps to create new contacts or import them from an ERP or Microsoft Office and store them in one location within the CRM
• All contacts are automatically updated with contact history, and reps can look up required information via one interface
• Through its dynamic business rule, no leads are missed at any stage
• Hot leads are allocated to the appropriate rep
• A rep is able to track a lead at every stage, from prospect through a closed sale, and all steps in between

Infor CloudSuite CRM comes with a logical calendar enabling users to schedule, accept, decline, or delete meetings. The calendar is synced with Microsoft Outlook on a real-time basis so all parties are kept up to date. The company does not directly list prices.

Infor’s award-winning support team provides comprehensive service for companies of all shapes and sizes.