11 Best CRM Software for Service Based Businesses

Every entrepreneur needs a CRM software to keep track of their clients and help grow and scale their business. But with so many software’s to choose from, it can be tough to pick the right one for your specific needs. This is particularly true for service-based companies, where goodwill accounts for a significant percentage of your marketing spend. You need a CRM that makes it easy for you to generate quotes, schedule follow-ups, have automated emails triggered by customer actions, etc. You’re in luck, because we’ve rounded up 11 solutions that can help you keep track of clients and sales.

We will cover in our guide the 11 top service based CRM software, paying particular attention to each of their main features and business specific characteristics. You will also find out which solutions suit your company with particular regard for service based enterprises, such as marketing and business analytics.

Why CRM Software is Important to Your Service Based Business Business

You might not think your service based business necessitates using CRM software, but the benefits far outweigh the cost of doing without it. So, let’s take a look at some good reasons to use a CRM for your service business.

Extensive Data on Customers

A CRM system will contain a complete history of client patterns and behaviors, including those obtained prior to the system’s installation. This information is critical for analyzing each customer’s preferences and habits. Once you grasp this concept, you’ll be able to decide what to offer them.

Products That Are Oriented Around the Customer

The CRM system will save not only the fundamental purchase history of the client, but also all of the customer’s information, allowing you to monitor the customer’s buy history and resources.

To Assist You in Becoming Service-Ready

Customers are segmented by CRM systems based on their price group choices, product preferences, and geography. With this information, you may intelligently assign customer service representatives or account managers to various regions and provide them with the necessary tools. This enables you to service each workflow quickly.

Optimize the Probability of Conversion

Additionally, you will be able to determine the time of day when a client is most likely to visit a website and make a purchase. You’ll be able to identify the holiday season or any other time of year that is most likely to increase demand for a specific product in a given region.

Customer Retention

With CRM, you can collect data from a variety of sources, including social media, and organize it in one location for easy access when needed. By providing thoughtful client help, responding promptly to customer requests, and constantly considering the client’s requirements, a company may increase consumer loyalty.

Data Is Easily Accessible From Anywhere

An integrated CRM system centralizes data, making it accessible at any time and on any approved device to any authorized user. You save precious time and opportunity by not having to wait for the system to upload or the data to be extracted.

Expanding Your Business’s Reputation

When it comes to reputation, a CRM system takes care of everything so that you may execute your business needs flawlessly and without delay. The brand image will be spectacular. Customers will see your business as one of the most efficient in the industry. Your team will be unmatched.

Enhancing Your Brand’s Image Through Social Media

A loyal client base is critical for every business’s success, and a stable CRM system gives you new customers and teaches you how to maintain a connection with them and convert them to brand loyalists. They will promote your business on the social media platforms on which they are engaged. Not only that, but the organization may create user testimonials and share them on social media sites to earn the confidence of others.

Employee Education

A CRM system teaches workers how to manage client relationships, allowing them to acquire experience in the field while also learning through the software. Additionally, the technology educates the staff on how to evaluate critical data and which data to prioritize.

Rapid Conversion of Sales

Typically, the conversion of sales takes a long time, which is where CRM comes into play. The term “sell conversion” refers to the time required by a business to complete a single transaction. It begins with the first interaction between representatives and a lead and ends with the conversion of that lead to a client.
CRM in conjunction with a sales force may be very helpful, since reps will get information through the system. Conversion times are decreased and become more rapid when using sales CRM software.

Increased Revenues

It is critical that each employee understands the idea and purpose of CRM. Once completed, the output from CRM will grow, resulting in the achievement of additional sales targets. You may now expand your customer base by providing new goods and services. This leads in increased customer happiness, which was your ultimate goal.

Enhance Coordination Among Diverse Teams

With the assistance of the CRM system, several teams may easily access the same information in one location. For instance, a sales team and a customer care team may exchange information in order to expedite the closure of a transaction or to ensure customer satisfaction with after-sales service. Each department may now assign the appropriate person to that piece of information.

How to Choose the Best CRM Software for Your Service Based Business

Whether your service based business is small, medium, or large, a great customer relationship management software (CRM) is greatly needed to help manage a high number of customers. However, with so many options, how can you know which will perform the best?

Your interaction with your customers
Because the purpose of CRM is to enhance the customer experience, it’s critical to understand the kind of experience you’re attempting to create. Because each company is unique, you need have a firm grasp of how sales representatives, marketing, and customer service should function in order to provide the greatest possible experience for your consumers. Additionally, you must consider your clients’ requirements and preferences, since they will have an effect on the customer connection. Customers may contact you via a range of channels—they can fill in a form on your website, send you an e-mail or send you social media message—so that you have a CRM ready to handle customer interactions, regardless of where they happen.

Your pain points
What are the pain points or barriers that hinder you from providing your customers the best possible experience? What are some of your most important difficulties if you already have tools? These are the problems that you should deal with when you initially choose a CRM platform or while migrating from one platform to another. Before you begin evaluating CRM solutions, ensure that key stakeholders—the individuals who will use the program on a daily basis—are given the chance to provide feedback. Your sales representatives, marketing personnel, and support agents are the experts on your product (and its consumers), and their input may be enlightening. In addition, feedback on CRM features and operation should be requested in the trial time before choosing a supplier.

Currently installed software
Because a CRM tool is unlikely to be the first software solution you embrace as a company, it’s critical to ensure that your CRM platform integrates with the other tools you currently use. You almost certainly already have an accounting or order-tracking system in place. Your CRM system must be adaptable enough to connect with your current platforms. Additionally, it should be simple to add new applications and connections as your software ecosystem grows over time. This is critical for small and medium-sized companies (SMBs), who may lack the time or resources necessary to do the heavy lifting associated with integrations.

Your long-term objectives
When selecting a CRM, it is critical to choose a system that is scalable over time. While you may be searching for a low-cost entry point, you may quickly outgrow the program. It’s critical to strike a balance between immediate demands and long-term goals. You know what kind of company you want to run; thus, select CRM software that is capable of growing with you as you work toward your objectives.

Your process
CRM software should simplify your life. It should be straightforward and quick to use, and it should assist you in doing your work more effectively. CRM software may act as a strong workflow engine, surfacing the appropriate customer information to the appropriate person at the appropriate moment. For instance, you may discover that your consumers have distinct interaction patterns, and if someone deviates from those patterns, they may need a little more push from you and your business. The appropriate CRM system may be set to automatically send these nudges, saving you time, effort, and possibly some frustrated sighs.

Implementation of your CRM
When evaluating cloud-based CRMs, it’s critical to consider both the product and the installation procedure. While on-premise CRM software is a possibility, the installation and ongoing maintenance expenses are often higher. When you collaborate with a software provider, you can rapidly get your system up and operating. Additionally, your CRM provider should have a support staff that can assist you with any issues you may have as you prepare for deployment. If you are not receiving satisfactory customer support from your CRM provider during the trial period, the likelihood is that you will not get it in the future. The greatest indication of CRM success is the first five days of the trial.

The selection of a CRM is not always simple. Sales, marketing, customer service and most likely a huge number of other stakeholders are involved.

11 Best CRM Software for Service Based Businesses

1. Hubspot CRM

This program is one of the most sophisticated corporate customer relationship management systems currently available. After all, incorporating inbound marketing into your customer relationship management process ensures the continued health and development of your client base. HubSpot is our top choice for enterprise customer relationship management (CRM), and the number one software in our CRM category for this comprehensive infrastructure that combines sales and marketing.

The CRM-focused architecture combines HubSpot’s Sales and Marketing applications with the CRM module. What you receive is a package of enterprise-grade solutions that includes omnichannel marketing, predictive lead scoring, marketing automation, sophisticated reporting capabilities such as contacts and revenue reporting, a robust connectors suite, and event-based segmentation.

By combining these features with HubSpot’s thought leadership in inbound marketing, you can create a CRM stack that gives you complete insight into customer actions, records, and an easily quantifiable sales funnel. It’s unsurprising that HubSpot is one of the top CRM software options available.

Key Features

• Sales and marketing work in unison. The HubSpot stack organizes your sales and marketing activities and data in a centralized place. This establishes a strong campaign-to-lead-to-conversion process for your company, simplifies expenses, and improves the productivity of your revenue-generating departments.
• CRM that is driven by inbound traffic. The stack assists you in developing a strong inbound strategy that feeds your sales pipeline and guarantees that your marketing activities generate more sales qualified leads. CRM features such as sales pipeline management, intelligent contact management, and deal tracking are integrated with inbound technologies like as landing pages, lead scoring, marketing automation, and social media monitoring via the HubSpot stack.
• Communication that is motivated by behavior. You may configure email triggers and other communications depending on a lead’s previous engagements with you across channels, including mobile and social media. The best qualified leads are sent to sales as soon as they are received.
• Prospects are communicated with in a very engaged manner. Hubspot allows your sales team to maintain a high level of personalization even when dealing with a large number of prospects. By integrating technologies such as email sequences, email tracking, inbox profiles, and prospect records, sales may get context for prospects’ wants, problems, purchase history, and other pertinent data, and utilize this knowledge to craft a more engaging message.
• Scalable. HubSpot’s stack is made up of three primary modules: CRM, Sales, and Marketing. Each module may be used alone or in conjunction with the others. It is not necessary for the sales team to wait for marketing to make use of the CRM and Sales modules, and the reverse is also true.

Pros

• Connectivity: Many CRMs need integration with other tools in order for your sales staff to be able to reach out to prospects. Many IT stacks now include sales acceleration platforms or demand generation platforms as a result of this trend. This issue is avoided by using the HubSpot CRM. You won’t have to worry about maintaining connections with the Marketing, Sales, and Service Hubs since you can link it directly to them. It is possible to build a complete customer engagement platform by integrating the various technologies.
• Track Your Sales Funnel: HubSpot provides you with an organized dashboard that enables you to view your complete sales pipeline. There are a variety of tools accessible to you should you need to organize transactions, generate reports, or monitor performance. By examining the results of your sales team’s efforts, you may assist them in becoming more efficient and generating more conversions. You can maximize your approach in the present by looking forward and viewing predictions for the future.
• Log activity: HubSpot keeps track of all of your contacts with potential customers. Each touchpoint has a database that stores the information about it. Maintaining a log of each interaction allows you to analyze what is working and what isn’t, and to identify ways to enhance your outreach efforts. The depth of data you gather may be used to customize your interactions, giving greater value to consumers at every step of the buyer’s journey.
• Free: The HubSpot CRM is available at no charge. Your business will benefit from a low-risk, absolutely imperative investment on your part. Starting to utilize the CRM today is also an excellent approach to begin the process of transitioning to the HubSpot development suite. It allows you to test the waters to determine whether its functionality is appropriate for you, while also completing a critical step in the preparation for a possible future migration.

Cons

• Basic reporting: HubSpot reports offer more than enough capability for a free platform. The business is continuously improving its reporting characteristics. In this respect, there are limits.
• Newly emerged: Because the HubSpot CRM is not as lengthy as other platforms, some CRMs do not contain all of the functionality. HubSpot is always striving to improve in this respect. From our point of view, they succeed. They update new features frequently to their program so that consumers may take advantage of their product.
• Limited Depth: As HubSpot provides a broad variety of features, there may be a somewhat limited depth of each tool. HubSpot is a varied, expandable platform, which, in some areas, has never been as detailed as its rivals, which focus exclusively on a single function. This is an excellent example of the reporting section above. The depth they usually offer for a particular tool is, however, more than sufficient to cover the vast majority of situations. The CRM may not be sufficient for very specialized activities.
• Flexibility lacquers: It may be tough for companies with extremely complex sales processes to adjust HubSpot CRM to their requirements. There are certainly places where your staff and the task you perform may customize the platform, however it does not offer every precise function occasionally. The CRM, for example, is ideal for developing businesses but may not be sufficiently sophisticated for bigger firms with numerous income sources. It may be challenging to arrange huge quantities of information from many sources into the system.

Pricing

	Marketing Hub	Sales Hub	Service Hub	Growth Suite	Additional 1,000 contacts
Starter (1 paid user, 1,000 contacts included)	$50 per month	$50 per month	$50 per month	$113 per month	$20 per month
Professional (5 paid users, 1,000 contacts included)	$800 per month	$400 per month	$400 per month	$1,200 per month	$50 per month
Enterprise (10 paid users, 10,000 contacts included)	$3,200 per month	$1,200 per month	$1,200 per month	$4,200 per month	$10 per month

2. Freshworks CRM

Using Freshworks CRM capabilities, you can combine the flexibility of a sales CRM with the efficiency of a marketing automation platform, resulting in comprehensive solutions for productivity and communication while also facilitating collaboration, pipeline management, and reporting. Due to the platform’s ability to allow users to build workflows, users may simulate their company’s sales pipeline and marketing funnel and then automate the activities connected with those simulations. You may create multichannel campaigns in advance, launch them through the program, and track their effectiveness.

Additionally, Freshworks CRM promotes team communication. Marketing managers may benefit from Freshworks since it provides access to knowledge bases and strategies for the whole team. Meanwhile, sales managers may create teams from available people, assign responsibilities, and then exchange information and plans through the shared mailbox included with the program.

Additionally, the platform has sophisticated reporting capabilities that enable you to monitor the success of individual campaigns and discover sales patterns that may serve as the foundation for future initiatives. Additionally, Freshworks CRM has a mobile application that enables remote sales monitoring.

Key Features

• Management of integrated workflows. The platform enables you to create workflows and automation settings that automate many regular activities. This includes automated call logging and lead assignment.
• Consolidated sales transactions. Freshworks CRM enables you to see your team’s sales pipelines and the success rates of potential transactions. Additionally, poor offers are clearly highlighted so you may adapt accordingly when dealing with their suppliers.
• In-depth analyses. Freshworks CRM is equipped with sophisticated analytics capabilities that provide insight into lead scores based on your contacts’ activity and propensity to buy. Additionally, it has an event monitoring feature that enables you to see which of your websites generate the most traffic and which of your product lines get the most attention.
• Communications through many channels. Freshworks CRM makes communication simple, whether it’s with your team or your connections. You may communicate with prospects through email, telephone, SMS, or live chat.
• Increases the productivity of the team. Freshworks CRM has features that allow you to assign tasks to your team, arrange appointments, build web forms for lead generation, and easily import data from spreadsheets and other CRM applications.

Pros

• Small firms searching for a cost-efficient relationship monitoring system: because of its extensive features and flexible price structures, Freshworks CRM is presently the second best choice in our top 10 CRMs for service based enterprises.
• Call management and tracking: Freshworks CRM has an integrated phone system that allows you to call customers without leaving the site. Users may also buy local and toll-free telephone lines, that is why it is our second choice for the finest contact center CRM software.
• Sales forecasting: The AI sales forecasting feature of the platform provides you with insights into your anticipated revenues and also calculates the likelihood of closing every transaction.
• Term Sales: The mobile app for Freshworks CRM offers field agents a calendar full of current activities and appointments. You also may send emails and make phone calls throughout the application.

Cons

• Small companies dependent on email campaigns: email monitoring and bulk email capabilities in Freshworks are confined to the free scheme. If this is a big concern, you might check out Streak, which offers comprehensive email management functions and Gmail connection.
• Enterprises that concentrate on digital marketing: The integration of Freshworks CRM with social media networks such as Facebook and Twitter is restricted. Companies wishing to grow via social networks may want to explore Zoho CRM.

Pricing

	Pro	Enterprise
Sales Cloud	$29 per user, per month	$59 per user, per month
Marketing Cloud	$19 per month	$59 per month
Customer-for-Life Cloud	$29 per user, per month	$69 per user, per month

3. NetSuite CRM

NetSuite CRM capabilities enable you to maintain a real-time 360-degree picture of your clients. This enables enterprises to maintain a constant flow of information from all touchpoints throughout the client lifetime. Additionally, NetSuite CRM enables them to connect with and engage consumers across many channels with a single tool.

Additionally, the platform is not just a CRM. It has other CRM support features, transforming it into a comprehensive company solution. Marketing automation, customer service management, and sales force automation are just a few of the complex capabilities available via these modules. Additionally, it includes time monitoring, customer touchpoint tracking, email marketing, and case management capabilities.

Not only do customers like NetSuite CRM’s simple-to-use reporting and analytics capabilities. Additionally, they like how it enables them to personalize Android and iPhone apps for their specific needs.

Key Features

• Forecasting sales. This capability enables businesses to anticipate revenue using real-time data and predictions. Additionally, predictions are provided utilizing very attractive and accessible visuals.
• Relationship management with partners. This feature allows users to collaborate easily with other businesses on collaborative marketing campaigns and lead management.
• Automated Marketing. Additionally, NetSuite CRM offers native marketing automation capabilities. This adds marketing support capabilities to the CRM. Alternatively, it offers a CRM framework within which to manage their marketing activities.
• Monitoring employee productivity. Additionally, the platform enables users to control and monitor staff workflow. Furthermore, it has a group calendar, which ensures that everyone in your team is on the same page at all times.
• Customizable applications. NetSuite CRM offers a module that allows users to modify the system’s helpful iPhone and Android apps. This enables you to build apps that are completely customized to your requirements.

Pros

• Netsuite provides access to real-time financial statistics, which may minimize the paperwork by using the same data source for all these items. Many small firms are trying to utilize the Netsuite in the way they need it. This solution allows you to order sales and to simplify the procedure with one click. Errors and data input expenses may be significantly reduced since there is the opportunity to share and correlate the information accessible to the company.
• Save money and time. You have the ability to provide the powerful management and web-based accounting solutions. This is a framework that helps you to safeguard the company’s data by damage to any type of theft. Data may be protected against such things as natural disasters and also decrease the time for data recovery. Strategy and planning may be regarded as a company-level initiative. There are many modules in the Netsuite accessible for binding data with different departments with measurable statistics.

Cons

• Does not follow up on important client behavior following a transaction. As the client guarantees to buy from you, you cease using the CRM system. Businesses break their actions in one system with the consumer and shift immediately to another environment to support fulfillment.

Pricing

NetSuite License Module	Min price per month	Max price per month
Base	$999	$4,999
Full User	N/A	$99
ESS User (5 Pack)	N/A	$99
Addon Modules	$599	$1,999
OneWorld	N/A	$1,999
Additional Base Currency	N/A	$799

4. Pipedrive

Our next product is a low-touch sales platform designed specifically for small businesses. Pipedrive’s features are geared at direct sales; it automates CRM tasks across many platforms and centralizes all of your data in a single, accessible location. This manner, you can focus in on critical leads and complete transactions more quickly and efficiently. Additionally, it has an intuitive user interface and a simple setup procedure that enables you to launch your CRM efforts within a few hours of installation.

Apart from its simple UI and fully integrated technology, Pipedrive differentiates itself from the competition with its own visual sales funnel. This is the feature that gives users full insight into their activities. It identifies the steps you need to do to close more transactions and even notifies you when it’s time to re-engage customers, ensuring that no lead slips through the cracks. Additionally, Pipedrive integrates with hundreds of popular apps like as G Suite, MailChimp, and Zapier to provide a more customized user experience.

Key Features

• Increased management of sales. Utilize Pipedrive’s visual pipeline management capabilities to get a 360-degree picture of your offers and sales approach. This enables you to monitor the status of all your activities and the development of your campaigns in real time, allowing you to optimize operations. Additionally, it has a robust hosting architecture that ensures your website is fully functioning at all times.
• Lead management made simpler. Pipedrive enables you to gather contact information through custom web forms and to categorize your leads according to your preferences. This is ideal for developing more targeted campaigns and customized communications.
• Features that are very configurable. This CRM software is designed to be adaptable. It enables you to customize your pipeline stages according to your specific requirements, making it simpler to change filters, customise messages, and share files with peers.
• Interface that is compatible with mobile devices. Want to stay on top of your CRM activity whenever and wherever you are? Pipedrive’s UI is completely designed for mobile devices, allowing you to use the program from any device. To guarantee flawless synchronization, data is backed up in real time.
• Reporting in detail. Pipedrive has an excellent statistics tool. It tracks losses, wins, conversions, and client activity and consolidates them into a single dashboard for easy monitoring.

Pros

• It helps to guarantee that the leads are not stalled. It will identify leads that need to be followed by the user on the basis of specified parameters. The symbols adjacent to each lead show clearly the stage on which the lead is and which kind of monitoring is necessary.
• Easy to use. Easy to use. Pipedrive is pretty simple to understand and utilize. The procedure to input and move leads through different phases is straightforward and obvious.
• Improves sales-management communication. When you pull up Pipedrive, the best leads can be easily seen and what has to be done.

Cons

• Support for smaller accounts is restricted. There are some options which provide chat and telephone help, however there is limited support for smaller accounts.
• Pipedrive download leads is a little tedious. Some procedures to download the paths are required and then you will need to make sure that the parameters are correct to obtain the path you desire. This can be done, but it may be difficult even with little assistance.
• The reports are rather restricted. You can create reports showing all your leads and lead phases, however if you are seeking for more sophisticated reports to assess such things as retention rates, reporting is quite limited.

Pricing

Tier Name	Per-user Pricing, billed annually	Per-user Pricing, billed monthly	Features
Essential Plan	Advanced Plan	Professional Plan	Enterprise Plan
$12.50/month	$24.90/month	$49.90/month	$99/month (10-user minimum)
$15/month	$29/month	$59/month	N/A

5. CRM Creatio

Companies may benefit from the CRM Creatio suite, which includes three modules: Marketing Creatio, Sales Creatio, and Support Creatio. The CRM Creatio package provides an end-to-end solution for marketing and customer support.

Additionally, each module includes specific tools for optimizing a variety of operations, such as lead generation, email marketing, field sales management, and knowledge management. Its capabilities are further enhanced by integrating it with third-party software such as Excel, Microsoft Exchange, and Google apps.

An easy-to-use interface that people can easily explore and comprehend is one of the benefits and drawbacks of CRM Creatio, which results in a faster implementation and adoption. Logos for companies may be added to the interface without the need of programming. Additionally, new and removed data fields, sections, and pages can be created, and business rules can be modified. All of these customization options guarantee that companies can maximize the possibilities of CRM Creatio.

Key Features

• Lead generation and nurturing are more effective. Users may monitor visitor activity on websites to discover possible lead generating channels and sources using Marketing Creatio. Additionally, information is gathered into lead profiles to facilitate analysis and monitoring.
• Automation of the document flow. Creatio streamlines document management by enabling users to associate papers with customers and orders. Additionally, an automatic document approval procedure notifies document owners when papers are authorized.
• Customer and end user self-service alternatives. Creatio improves the efficiency of CRM operations by including self-service options like as knowledge bases and service catalogs into the platform. Additionally, the module enables in-depth analysis of the service catalog, allowing users to monitor client satisfaction and service popularity.
• Productivity. Additionally, the modules provide tools and features that assist users in increasing their productivity. Creatio enables users to handle their emails in a centralized environment, while connection with a PBX system enables users to make and receive calls straight from the system.
• Integrated System Designer. Users may modify the modules’ interfaces using the System Designer function. Through wizards and designers, data fields and pages may be changed, added, or deleted. Additionally, business logic may be changed without code.

Pros

• The system offers sophisticated capabilities for managing and continuously enhancing client relationships. The agility and scalability of the system are some of the advantages. With the tools on the platform, you may continue to provide new solutions for clients, create new communication channels and constantly improve customer-facing processes. The technology also helps you decrease operating expenses and substantially increase client satisfaction.
• Marketing, sales and services are completely integrated, and do not usually need extra or external tools to operate.

Cons

• Integration with tools for other parties. Certain integrations such as email and telephone systems come with the product. But some, such as the legacy system or highly specific solutions, need tough development (not impossible). The absence of current (free or paid) options on the market forces you to build these linkages.
• The learning curve may sometimes be high, particularly when you have a broad variety of helpful functions for the benefit of your company.
• Pintables and reports may be hard to deal with, and appear to have slipped behind the quality elsewhere in the program.

Pricing

Price Plan	Price	Price Plan Duration
commerce	$30	user / month
team edition	$25	user / month
omnichannel	$50	user / month
enterprise	$50	user / month

6. Zoho CRM

By providing a comprehensive and free CRM platform for SMBs, Zoho CRM takes on the larger task of serving as the enterprise’s central hub of business activities. What makes Zoho CRM suitable for big businesses is its flexibility and scalability, two critical characteristics of a CRM in addition to its dependability.

Zoho CRM, being an enterprise-grade CRM, takes customisation to the next level with tools and capabilities that enable you to customize the structure of your CRM to your company precisely. Beyond customizing the platform’s design, Zoho CRM enables you to plan out your teams’ workflow procedures in order to increase their productivity and efficiency. Apart from customisation, Zoho CRM has all the features big businesses need to manage a huge number of clients and prospects.

Additional security features include data tagging and encryption at rest, full control over access to granular data, single sign-on and multi-factor authentication, whitelisting and banning suspect IP addresses, and more. Zoho CRM is a cloud-based customer relationship management system. In terms of compliance, Zoho CRM is GDPR-compliant and offers a 99.9% uptime guarantee. Additionally, Zoho CRM is ISO certified for information security, cloud security, and privacy data management.

Key Features

• Automation on a large scale. Zoho CRM provides sophisticated automation features that help companies simplify their sales, marketing, and support operations.
• Industry Workflows That Are Customizable. Customize Zoho CRM workflows for a variety of sectors, including retail, life science, insurance, real estate, and service-based businesses.
• Whitelisting IP addresses. You may add an additional degree of protection by limiting access to your Zoho CRM account only from approved IP addresses, such as your own work computer and those of your team members.
• Orientation and training. Through thorough in-person or online training with product specialists, Zoho CRM provides upskilling possibilities for you and your team members.
• Plans at a Reasonable Price. Zoho CRM offers a free version as well as a reasonably priced business subscription starting at $45 per user per month.

Pros

• Zoho CRM has a sleek, easy and simple interface. Menus, buttons and icons are nicely separated. The color interaction is kept to a minimal so that people concentrate what they’d like to accomplish.
• All discussions may be conducted on Facebook and Twitter from inside Zoho CRM, thus avoiding the need to switch tabs on them manually and monitor interactions one topic at a time. Worse things might happen, but you save time as well as concentrate more on dealing with perspectives and guiding customers to a successful agreement – a definitive settlement.
• Blueprint includes an editor that enables you to graphically model triggers and actions. Each part of the framework is a chance. Clear terms, choices and actions set the way for real sales outcomes.

Cons

• Delayed support. Delayed support. If you have upgraded or updated the problematic software, you will probably not be alone waiting for support from the vendor help desk system. Zoho CRM does have more than 150,000 users worldwide which implies that you have to be creative while queuing for your turn.
• Bugs. Although Zoho’s engineers keep an eye on upcoming technologies that may improve Zoho CRM further, the launch of new capabilities will always include problems in the bent. The implementation of UI improvements in the newest Zoho CRM edition, for instance, has been welcomed by long-term customers with a mixed response. Minor flaws such as the size of boxes are not sufficient and the fields appear oddly abruptly.

Pricing

	Standard	Professional	Enterprise
Billed annually	Free!	$12 per user, per month	$20 per user, per month
Billed monthly	Free!	$18 per user, per month	$30 per user, per month

7. Pipeliner

Pipeliner is a customer relationship management (CRM) system designed specifically for sales teams. It has an intuitive and visually appealing user interface that aids salespeople in deciphering complicated systems and processes. The program has built-in visual assistance tools and guided tours to assist you and your team with onboarding and adoption.

Another distinguishing feature of Pipeliner is its straightforward, non-technical administration system, which delegates administrative duties to end users rather than IT assistance. For example, even without extensive coding expertise, you may simply modify and configure the system. Pipeliner’s color-coding and drag-and-drop capabilities assist you in creating a CRM system that enables your sales staff to operate efficiently.

Additionally, Pipeliner has automation capabilities to help you speed your operations. Additionally, the system may be integrated with third-party business software.

Key Features

• System that has been visualized. Pipeliner has a graphical user interface that enables your team to simply traverse the platform.
• Defining key performance indicators. Pipeliner provides you with access to the most critical KPIs. This enables you to obtain intelligent insights, which you can then interpret using a variety of visual forms.
• Adoption rates are high. The program has an intuitive user interface that enables your staff to rapidly get acquainted with the system. During the onboarding process, nontechnical users may also take use of guided tours and visual assistance aids.
• Lead nurturing method that is adaptable. Pipeliner enables you to manually input leads using the.CSV file format or to collect leads through web forms. The software includes a fully customizable CRM, which can be adapted to suit your company’s unique needs.
• Built-in artificial intelligence for the mobile application. Pipeliner now has a mobile version that incorporates clever AI to boost the application’s productivity.

Pros

• Provides concentration for sales agents and sales managers – maintain a laser-like focus on deal progress and don’t let bottlenecks go unnoticed.
• Pipeliner CRM is indeed a highly user-friendly and effective application. On the main screen, the user has access to all important function choices. It is not required to do many clicks to locate the needed choice.
• Pipeliner CRM is a highly visual software, that enables you to see your whole sales funnel, create reminders, sync calendars, and maintain complete control over your operations. Allowing you complete management of sales possibilities in a secure, visible, and straightforward manner.
• Social media integration. Your consumers and workers use social media on a daily basis. It is critical, then, to have Pipeliner CRM system that incorporates the company’s social interactions with consumers.
• The simplicity and convenience with which it is used. The intuitive view and drag-and-drop functionality. Customizability of forecasting. It’s simple to integrate a new sales representative into the CRM. The insights and infographics used to monitor the sales team’s key performance indicators. It is self-managed and does not need a specialized administrator.

Cons

• Need to login again on a frequent basis. The timeout appears on the web page even though it is still used.
• It is difficult to add comments when generating leads to further considerations in the course of the sales process to guarantee that the transaction is completed on time.

Pricing

Essential	Advanced	Professional	Enterprise
$12.50 per user, per month	$24.90 per user, per month	$49.90 per user, per month	$99 per user, per month

8. Zengine by WizeHive

The characteristics of Zengine by WizeHive are mainly geared at educational and mission-based businesses. It enables them to simplify grantmaking, scholarship administration, application processing, and CRM procedures. All of these features are included into a single configurable application that you can customize to your specific requirements. Users especially like its institution-specific rollouts, which are very uncommon among the many CRM and other business solutions on the market. It is ideal for educational establishments and non-governmental organizations.

All of the key components include automatic e-mails, bulk e-mails, automated procedures, an integrated CRM and dashboards. These are supplemented by modules such as fellowship administration, grant administration, award administration, internship administration, and customer administration, among others.

Zengine is entirely web-based in its implementation. This is ideal for mission-driven enterprises and global institutions. Regrettably, it does not have a native Android or iPhone app.

Key Features

• Intelligent and motivated by purpose. This CRM solution caters to a niche industry with market-specific capabilities such as grant and scholarship administration.
• Customization. Users may tailor dashboards, reports, and forms to their institution’s specific requirements. As a result, you may design processes that suit your needs.
• Integrations. The solution interacts easily with over a thousand different platforms. This is due to the fact that its API is open.
• Portals for users. You may use Zengine to build user portals for your colleagues, academics, researchers, instructors, and students. They may then check for particular news and status updates.
• Management of projects. This module enables the management of your team and projects from inside the system. This covers a variety of duties.

Pros

• The support personnel are very responsive and helpful when you can’t figure out how to accomplish anything on your own inside the system.
• The WizeHive team is intelligent, deliberate and focuses on quality in its product and customer interactions.

Cons

• Usually, emails wind up in spam bins. You cannot replicate emails or transfer them to the following year’s cycle that is irritating if you delay a candidate.
• WizeHive has a possible learning curve if you wish to use its maximum capabilities. However, the top management works directly with every customer to design the implementation, which not only matches your objectives for use but also for management.

Pricing

Free Trial	Core	Premium	Enterprise
N/A	Contact vendor	Contact vendor	Contact vendor

9. monday.com CRM

What distinguishes this platform from others is its ability to be customized to suit your particular needs. It is very scalable as well as extremely user-friendly. In order to handle their customer relationship management (CRM) and other company processes, several companies have turned to monday.com for assistance.

This software service offers a clear edge over competitors. It has an intuitive and extremely graphic user interface. Additionally, it comes pre-loaded with a plethora of connectors that you may utilize to personalize automation. Custom automations include anything from immediate alerts to automated activities in response to triggers.

In addition, monday.com provides an exportable contact database and pipeline management tools.

Key Features

• Simple Analytics & Reporting. monday.com’s analytics and reporting modules are very simple to use. Additionally, it provides a plethora of visualizations. It’s very straightforward for a module with so many capabilities.
• Management of pipelines. The platform has an extremely user-friendly pipeline management feature for managing leads and sales.
• Management of Tasks. This program has a task management feature that enables users to monitor progress and manage tasks.
• Numerous Integrations. monday.com leverages its strength by effortlessly connecting with a variety of platforms. Additionally, this enables users to build a variety of unique automations.
• Automation. The platform simplifies the process of creating if-then automations. In certain ways, it enables you to develop your own programs.

Pros

• Designed for numerous users. Teams are very pleased that at any moment more than one person may update a list. It is collaborative and enables teams to exchange messages each other, particularly in the event of difficulties or problems. It is a great solution for remote team businesses.
• Great tracking characteristics. Whether to monitor the progress of work or the state of problems, Monday is extremely successful. The visual panels and the whole user interface offer information in this regard. The color coding also informs customers to identify where to pay attention.
• An alternative perspective. Alternative viewpoints. While the program does not include a Gantt chart, it has a timeline view, which is more enough for many users. It still gives them with information to monitor progress and to be informed of future deadlines. A kanban board and a calendar view are also available.
• Powerful instrument for communication. Teams may simply invite visitors to see boards and schedules, regardless whether they’re part of the business or outside partners. This feature allows communication to be centralized and prevents information from slipping into crevices.
• Reliable project management and organization. The software allows teams to centrally manage their projects in a highly accessible workplace information, resources, timetables, jobs and communication. Extra functionality such as notification and automation reduce administrative labor, so that teams can concentrate on the work they need.

Cons

• The price per user is limited to the number of individuals. Monday utilizes tiered pricing per user. Although you may remain with many clients in the basic plan, the addition of new users with full collaboration rights will entail extra charges. The most helpful features are also available in higher tiers, making it unappealing for certain SMBs.
• Time and costs are difficult to monitor. Some companies find it difficult to monitor time and the costs for all jobs for a certain customer. It also has no Gantt chart and does not intend to have one.
• Too much is happening. Some people find the user experience rather confused, unorganized or perplexing. Some visuals like the kanban board may also be enhanced. Users must spend more time familiarizing themselves with the terminology and functionalities so that they may better navigate the site.
• Mobile app limited. Some claim that the phone app, especially the native iPhone app, is not updating properly. The panels do not offer a similar perspective of the mobile app, and consumers agree that the mobile app ought to be much better.

Pricing

Basic	Standard	Pro	Enterprise
$7.80 per user, per month	$9.80 per user, per month	$15.80 per user, per month	Bespoke rate

10. vtenext

vtenext is a comprehensive CRM system that caters to both small and big companies. Among the many services offered by vtenext are lead management and marketing solutions that enable users to gather, store, and organize potential and current consumers effectively. Also, the platform has an enterprise resource planning engine that is natively integrated and allows businesses to create and automate processes with relative ease. As a result, you may expedite monotonous activities and concentrate more on client interaction.

Managers will enjoy how vtenext’s real-time dashboard and reporting capabilities enable them to remain on top of all their leads and related sales possibilities. The program enables users to get a holistic picture of their operations and identify which areas may need tweaking.

Finally, but certainly not least, vtenext is built on an open-source design. This way, you may customize it to meet your specific company needs – whether that means expanding its functionality or just connecting it with your current business software ecosystem. By doing so, you can ensure that you always have quick access to the information you need for each transaction or engagement.

Key Features

• There is already an enterprise resource planning engine deployed. The platform’s uniqueness is derived from the fact that it has a natively embedded business process management engine (BPM). This enables users to define logic rules for mapping out and automating their processes.
• Lead management has been improved. By centralizing all client information in a single hub, the platform enables users to manage their prospective and current customers at the granular level. It keeps track of past contacts and may even be used to determine a lead’s purchasing stage, allowing you to tailor your approach.
• Customer management procedure has been streamlined. vtenext’s capabilities do not end with customer relationship management. The platform includes retention tools and customer care alternatives to assist you in your retention efforts.
• Architecture based on open source software. Due to the open-source nature of this platform, it is very extendable and flexible. This enables you to customize the system’s configuration, expand its functionality, and integrate it with existing systems.
• Mobile application written in native code. Finally, and perhaps most importantly, vtenext provides native mobile apps for iOS and Android smartphones. This enables users to effortlessly manage their CRM, BPM, and other operations without needing to be physically present in the workplace.

Pros

• VTEnext offers a high degree of customization. It’s fairly straightforward, and even a non-developer can handle very well. You may connect your survey system with the database of other survey programs. It was pretty simple to do. Additionally, you may simply create pdf reports from your data, which saves you time.
• Open source code. With over a decade of experience in the industry, vtenext is one of the top open source CRM vendors in the globe. Today, it provides a sophisticated collection of tools aimed at revolutionizing the way customer relationships are handled.

Cons

There is a lag in the English translation of documents.

Pricing

Price Plan	Price	Price Plan Duration
Salesforce CRMSales Essentials Edition	$25	user per month
HubSpot CRMFree HubSpot CRM	$0	Per Month – Paid Yearly
ActiveCampaignLite	$9

11. Salesforce CRM

It is a comprehensive customer relationship management system that goes above and beyond. It presently has the biggest position in this industry due to its extensive features. Numerous analysts think that this is due to the combination of simplicity and functionality, as well as consumers’ familiarity with a seasoned business that is unafraid of competition.

Salesforce CRM, as a fantastic business CRM software, aims to eliminate every CRM gap and improve productivity via refined retention methods, while also providing a range of system options. This platform gives you access to a variety of features, from opportunity management to lead routing, which simplifies the process of streamlining your procedure and monitoring your success.

Over 100,000 big, medium, and small companies have chosen Salesforce as a top supplier to manage their client relationships, mainly owing to the affordable price. Salesforce products are also flawlessly integrated and have one of the most intuitive and easy-to-use user interfaces you’ve ever encountered.

Key Features

• Proven ability to accelerate your success. Salesforce is now one of the world’s top customer relationship management (CRM) platforms, and for good reason. It offers a holistic picture of each customer and is always on the lookout for competitive information that can be used to manage leads appropriately. Thus, the method enables you to establish precise, metric-based objectives and move incrementally toward their achievement.
• Management of business processes in real time. The Visual Workflow feature in Salesforce CRM enables you to drag-and-drop business operations, including as sales, discounts, and expenditures. Additionally, you may exchange and sync data in real-time and monitor changes for more efficient and effective communication between you and your team.
• A systematic strategy to lead generation and conversion. While Salesforce CRM is excellent at monitoring clicks and directing leads to your campaigns, its primary value is leading leads to conversion. The combination of lead management, campaign automation, and pipeline management features in Salesforce CRM allows you to close more sales in less time.
• Analytics. Additionally, Salesforce CRM has reports and dashboards that enable users to gather and aggregate data for comprehensive reporting and analysis. Additionally, you may implement a territorial model to ensure that tasks are distributed evenly across your representatives.
• Architecture that is modular. Salesforce CRM provides a variety of packaged options based on the functionality you need. Additionally, the platform has an open API, which enables you to easily customize the system to meet the changing requirements of your business.

Pros

• Cloud-based. One of the greatest features of Salesforce is that it is cloud-based, which means that it can be accessed from any location. This is particularly advantageous for companies with several locations in different cities. Additionally, it is appropriate for businesses without a physical presence and whose workers work remotely.
• Outstanding compatibility. Salesforce is universally compatible with all modern browsers. It makes no difference whatever browser any user uses since they all support Salesforce.
• Simple management. Salesforce enables managers to monitor their employees’ actions. They may review completed assignments, emails exchanged, and phone conversations made to get a sense of the team’s progress. Additionally, it may be utilized to share information with workers.
• It is the market’s leading CRM software. Nothing is perfect, but considering that Salesforce has been continuously recognized for its efficiency and effectiveness in CRM for consecutive years, it has been shown to be efficient and successful. This also demonstrates the consistency of its services and features.
• CRM software in its entirety. Salesforce offers services throughout the whole client lifecycle. While it is primarily focused on completing transactions, it also monitors sales activity to ensure that everything is visible. Its adaptability and completely configurable nature allow it to interact with the specific requirements of companies.

Cons

• Excessively complicated for small companies. Salesforce is best suited for big companies with sales teams. Smaller companies, on the other hand, may not require such sophisticated software.
• Pricey. The cost is too high, particularly for small companies. Salesforce’s complete edition costs $125 a month and includes all the CRM solutions which small businesses need. While the program is very beneficial, this price does not seem to be feasible for many small companies. Additionally, this cost is per-user, which implies that a team of four must pay a monthly fee of $500.
• Not really limitless. We previously noted that Salesforce’s bulk emailing feature had a 500-email restriction. Additionally, it offers an unlimited edition, which really isn’t limitless due to a 1000-email restriction. This is still much greater than its entry-level service, which caps email sending at 250.
• Not very user-friendly. Although Salesforce is a user-friendly application, many users experience a steep learning curve. While it does not need setup, it is not instantly used or setup. Indeed, having a Salesforce’master’ in a company that utilizes it may be beneficial. Also, there seem to be no keyboard shortcuts for lookups, forcing users to do all operations through button clicks.
• Customer service is inadequate. Salesforce is required to offer excellent customer service as a large software provider. However, this is not the case for the majority of consumers. According to several customers, customer service employees rotate often, which indicates that most of them have already completed training.

Pricing

	Professional	Enterprise	Unlimited
Sales Cloud	$25 per user, per month	$75 per user, per month	$150 per user, per month
Service Cloud	$25 per user, per month	$75 per user, per month	$150 per user, per month
Sales and Service Cloud	N/A	$100 per user, per month	$175 per user, per month
Marketing Cloud	$400 per month	$1,250 per month	$3,750 per month

Final Thoughts

While most CRM software is one-size-fits-all, there are platforms that are purpose-built for certain activities and sectors. For example, Salesforce and Freshworks CRM are systems that specialize in offering modules for client interaction across many media. Meanwhile, an application like Netsuite CRM excels due to its 360-degree customer visibility. If, on the other hand, you’re looking for more flexibility in your service-based company, we strongly suggest HubSpot CRM.

It enables businesses to handle hundreds, if not thousands, of clients on a worldwide basis. Additionally, you can monitor and manage interactions with consumers and other stakeholders across various channels, which is critical for capturing digital customers in the age of COVID-19. Additionally, the platform consolidates sales and marketing data to guarantee data integrity across your company’s processes.