5 Best Social CRM Platforms for 2022

Effective social media marketing is one of the most important aspects of any business. Proven CRM platforms will help your company be more successful than ever before with better employee engagement, customer service and communication.

The “zoho crm” is a social CRM platform that has many features. It also offers a free trial period, which makes it an attractive option for businesses looking to test out the software.

Social customer relationship management (CRM) tools integrate with social media sites to measure interactions, track audience behavior, and manage social marketing. This connectivity also allows you to react to consumer issues on social media and provides deeper contact info. We looked at hundreds of social CRM systems and came up with the following five top solutions for small businesses:

• HubSpot CRM (Customer Relationship Management) is the best overall alternative for sales and marketing organizations that use Facebook Messenger often.
• Zoho CRM: An excellent all-in-one solution for small organizations looking to manage social media platforms and simplify other processes.
• Agile CRM is ideal for sales teams that want to prospect on LinkedIn but don’t need LinkedIn Sales Navigator.
• Essentials of Salesforce is a great tool for customer care and support teams that are social media aware.
• Nimble: A good choice for teams that wish to access CRM data via social network browser windows.

Comparison of the Best Social CRM Software

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*Based on a yearly billing cycle. Monthly rates are also available at a little greater cost.

HubSpot CRM (Customer Relationship Management): Best Overall Social CRM & Best Free Option

HubSpot CRM (Customer Relationship Management)

3.99 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• The free plan allows for an unlimited number of users as well as connectivity with Facebook Messenger.
• Allows you to schedule social media posts.
• Return on investment (ROI) statistics for social campaigns

What Isn’t There

• The free subscription does not include customer service and is just restricted to forums.
• There is no Pinterest integration available.
• Only Marketing Hub’s higher levels include social media management features.

HubSpot CRM (Customer Relationship Management) Pricing at a Glance*

• Free: Can be used by an infinite number of people.
• HubSpot for Startups: Monthly fees range from $40 to $89
• The Marketing Hub costs $45 per month (up to 1,000 contacts)
• Starts at $45 per month for Sales Hub (up to 2 users)
• Starts at $45 per month for the Service Hub (up to 2 users)
• CMS Hub costs between $270 and $900 per month.
• Starts at $45 per month for the Operations Hub.
• 14-day free trial for CMS and Operations Hub

Paid-for add-ons include:

• The CRM Suite costs $45 per month.
• Increase in the API (application programming interface) limit: $500 per month for up to 1 million API requests per day.

*Based on a yearly billing cycle. Monthly rates are also available at a little greater cost.

HubSpot CRM (Customer Relationship Management) is our top recommended social media-friendly CRM because of its robust integrations with Facebook, Instagram, LinkedIn, Twitter, and YouTube. You can publish social content within the CRM, monitor keyword mentions, and compare the performance of different platforms, campaigns, and publishing times. Its social management tools are available in the Marketing Hub’s Professional and Enterprise tiers.

One of the drawbacks of utilizing this platform for sophisticated sales and marketing is its cost, which might be too expensive for small enterprises. Its free version includes Facebook Messenger connection, but access to its social media management features requires a monthly payment of at least $800. If you require a lower-cost option, try Zoho CRM, which starts at $14 per user, per month and includes social data enrichment, lead creation, and engagement.

HubSpot CRM (Customer Relationship Management) Features

Create and publish social media campaigns from within your CRM. (Source: HubSpot CRM (Customer Relationship Management))

Report on social media marketing return on investment (ROI) (Source: HubSpot CRM (Customer Relationship Management))

• Contact management, website activity, businesses, deals, tasks and activities, company insights, prospects, tickets, reporting dashboard, email tracking, email templates, documents, and calling are all part of the core CRM system.
• Social CRM: (Marketing Hub Enterprise exclusively) integrates with Facebook, Instagram, Twitter, LinkedIn, and YouTube; social media management, keyword tracking, and social media return on investment (ROI) reports
• Live chat, basic bots, team email, quotes, calling, email scheduling, email tracking, shared inbox, canned snippets, document, meeting scheduling, reporting dashboard, deal pipeline, Integration with Messenger, sales analytics, CPQ (configure, price, and quote), predictive lead scoring, conversation routing, and goals are some of the features available in sales.
• Web forms, email marketing, ad management, shared inbox, list segmentation, basic bots, mobile optimization, reporting dashboard, email reply tracking, Integration with Messenger, team email, live chat, campaign management, collaboration, contact and company scoring, A/B testing, website traffic analytics, and teams are just a few of the marketing tools available.
• Ticketing, email scheduling, live chat, shared inbox, calling, canned snippets, tickets closed reports, rep productivity reports, reporting dashboard, email tracking, ticket pipelines, channel switching, meeting scheduling, basic bots, help desk automation, custom surveys, conversation intelligence, goals, and playbooks are just some of the services available.
• Premium hosting, content delivery network (CDN), website builder, tailored customer experience, website optimization, content strategy, web applications, team administration, and multi-domain traffic experience are all features of the content management system (CMS).
• Data synchronization, contact management, deals, tickets, email response tracking, email health monitoring, custom user permissions, custom field mappings, list segmentation, various currencies, programmable automation, and custom reports are all part of the operations.
• Mobile CRM, caller ID, live chat, team collaboration, voice notes, emailing, and meeting outreach are all available on Android and iOS applications.
• Help and support: HubSpot Academy collection of video tutorials and articles, developer documentation, and blog; tier-based customer support by email, chat, and phone weekdays from 7 a.m. to 8 p.m. Eastern Standard Time

While HubSpot CRM (Customer Relationship Management)’s marketing automation and social media capabilities are extensive, it is also an excellent tool for managing customer relationships, leads, deals, and pipelines. Read our HubSpot CRM (Customer Relationship Management) review to discover some of the other ways this software benefits growing businesses.

Go to HubSpot CRM’s website. (Customer Relationship Management)

Zoho CRM: The Best All-in-One Social CRM With Operations Support Zoho CRM is the best all-in-one social CRM with operations support.

Zoho CRM

3.96 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Free plan and cheap price-per-user choices make this a cost-effective CRM solution.
• Tools for social listening
• Features of Messaging

What Isn’t There

• Users on the Free plan do not have access to social integration.
• The visual pipeline is not included in the mobile app.
• In the lesser levels, customer service is restricted to self-help materials and phone assistance.

A Quick Look at Zoho CRM Pricing*

• Free for up to three users (minimal features)
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

CRM Special Editions:

• Bigin: 0 to $12 per month per user
• Zoho CRM Plus costs $57 per month per user.

Add-ons:

• Additional 5GB of file storage is $4 per month.
• Additional data storage costs between $2 and $4 per 100 MB.
• $12 per request for additional data backup

*Based on a yearly billing cycle. Monthly rates are also available at a greater cost.

Zoho CRM is one of the most cost-effective and feature-packed CRM software alternatives available. It adds information from your Twitter and Facebook accounts to your CRM data. It also has features for social monitoring, messaging, and transforming social activity into new leads automatically. With a premium Zoho CRM subscription, you may use Zoho Social Lite to publish an unlimited number of posts across all social media networks from your CRM.

While Zoho CRM offers a Free plan, this tier does not include social tools. HubSpot CRM (Customer Relationship Management)’s free tools, on the other hand, include a Facebook Integration with Messenger. Its premium Marketing Hub plans also offer solid social campaign reporting capabilities.

Features of Zoho CRM

Monitoring of social media (Source: Zoho CRM)

Integration with Facebook and Twitter (Source: Zoho CRM)

Lead generation that is automated (Image courtesy of Zoho CRM)

• Leads, contacts, accounts, deals, tasks, events, call logs, notes, sales forecasting, email insights, different currencies, scoring rules, assignment rules, email parser, and numerous pipelines are all part of the sales automation process.
• Page customisation, rename tabs, custom fields, custom modules, page styles, and custom list views—Zoho CRM is the most configurable CRM on our list.
• Social CRM: Use Twitter and Facebook profiles, social tabs, automated lead creation from social media, and social engagement with leads and contacts to enrich data. You can manage your brand’s social media presence on Facebook, Twitter, Instagram, LinkedIn, and Google My Business using Zoho Social Lite (for premium plan customers only) (GMB)
• Data enrichment, conversational CRM AI assistant, reminders, best time to contact, smart automations, assignment ideas, AI for emails, and best recommendations are all features of Zia AI (artificial intelligence).
• Standard and custom CRM reports, scheduled reports, charts, key performance indicators (KPIs), funnels, target meter, comparator, cohorts, anomaly detector, dashboard, webform analytics, webform A/B testing, and workflow reports are among the reports and analytics available.
• Email templates, email opt-out, bulk email, marketing campaigns, customer segmentation, and auto-responders are all examples of marketing automation.
• Web forms include lead-to-lead, contact-to-contact, and case-to-case forms.
• Team collaboration features include a motivator (gamification), calendar, status updates, direct messaging, attachments to leads, tagging, and groups.
• Products, pricing books, sales quotations, sales orders, invoices, suppliers, and purchase orders are all part of inventory management (Professional and higher plans only)
• Apps for online meetings, phone and PBX (private branch exchange), team collaboration, office productivity, storage, analytics, email marketing, customer service, finance, company operations, website visitor monitoring, and maps and route planning are just a few of the integrations available.
• Deals, contacts, tasks, analytics dashboards, RouteIQ (route planning), and mobile card scanners are all managed through mobile applications for Android and iOS (convert business cards into CRM contacts)
• Knowledge base, FAQs, community forum, training, videos, webinars, e-books, and Zia on-screen advice; tier-based customer assistance by email (24/7), phone (24/7 for essential instances only, 24/5 for others), and live chat (24/5)

Zoho CRM is an all-in-one CRM that allows companies to start with a free CRM software and upgrade as their business grows. For more information on the pros and disadvantages, features, and integrations of Zoho CRM, see our review page.

Go to the Zoho CRM website.

The Best Social CRM for LinkedIn Prospecting is Agile CRM.

Agile CRM

3.83 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Tools for social listening
• Has the ability to upload and publish on social media
• Direct messaging and inbox

What Isn’t There

• The Free plan does not feature social tools.
• There is no Instagram integration available.
• Higher-tier pricing plans are required for more than one social media integration.

A Quick Look at Agile CRM Pricing*

• Up to ten users are free (limited features available)
• Starter: $9.99 per month for each user
• Regular price: $39.99 per month, per user
• Enterprise: $64.99 per month for each user

*Based on a yearly billing cycle. Monthly pricing is also offered at somewhat higher rates, with two-year subscriptions costing significantly less.

Agile CRM enables you to communicate with consumers and track brand mentions on social media sites like Facebook and Twitter. Its publishing features enable you to use your CRM to cross-post, schedule social posts, and send direct messages to your consumers. You may also utilize your CRM to check profiles, connect, get updates, and send LinkedIn messages to your contacts using its LinkedIn widget.

Like Zoho CRM, its Tools for social listening are available only with paid plans. On the other hand, Agile CRM allows up to 10 users with its free plan, which is better than Zoho CRM’s three-user free plan. Another disadvantage of Agile CRM is the absence of built-in social campaign reports. If this is an important feature for you, consider using HubSpot CRM (Customer Relationship Management).

Features of Agile CRM

• Contact management, a centralized database, a calendar, documents, and deals are all CRM sales necessities.
• Social CRM: Social monitoring, lead capture, social campaign management, social activity tracking, lead engagement, lead conversion, post scheduling, and social widgets; Facebook, Twitter, Google+, and LinkedIn integration.
• Lead scoring, appointment scheduling, gamification, project management, lead prospector, CRM reporting, e-Docs and proposals, document signature, and email finder are all examples of sales enablement tools.
• Inbound CTI (computer telephony integration), auto-dialer, voicemail drops, call recording, call scripts, post-call automation, call conferencing, and virtual PBX are all examples of telephony features (private branch exchange)
• Marketing automation (email marketing, email tracking, and newsletters), online engagement (landing pages, web forms, and CRM analytics), and mobile marketing are all examples of marketing automation.
• Help desk, service automations (automated replies and ticket feedback), live chat, and knowledge base are all examples of customer service.
• Android and iOS applications provide a mobile dashboard, contact management, deal monitoring, events and tasks, and Google Calendar synchronization.
• Setup manuals, training courses, and email and phone help are available 24 hours a day, seven days a week.

Check out our Agile CRM review to learn more about the various advantages that adopting this software may provide for your business.

Visit Agile CRM for more information.

The Best Social CRM for Customer Support Teams is Essentials of Salesforce.

Essentials of Salesforce

2.94 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Customer service across several channels
• Case and ticket creation is done automatically.
• Integration with Messenger

What Isn’t There

• There is just one premium package available.
• There are no social listening or posting possibilities.
• There are no native integrations available.

Essentials of Salesforce Pricing at a Glance

• Monthly cost is $25 per user on an annual basis.
• Monthly charges are $35 per user, each month.
• 14-day free trial

Add-ons:

• $2.80 per 100 minutes, per month for Lightning Dialer for Essentials (inbound and outbound calls through Salesforce phone channel).
• Lightning Dialer (automated logging and click-to-dial): $7 per user, every month
• Inbox: $25 per month, per user
• Social Intelligence costs $35 per month per user.

Essentials of Salesforce is a robust CRM for small businesses focused on providing support and interacting with their customers. Its social customer service feature allows you to turn social interactions into cases (similar to a ticketing or task system). These interactions include posts to your Facebook page, mentions and direct messages on Twitter, comments on YouTube, and comments and replies on Instagram.

What Essentials of Salesforce lacks are social listening and social posting capabilities. In addition, it only offers a single pricing plan, limiting the choices of small businesses either looking for a free option or a scalable solution that fits their budget. Meanwhile, Zoho CRM offers both free and affordable paid plans. Under its paid options, you can also monitor social mentions and publish posts on social media.

Essentials of Salesforce Features

From your CRM, you may see social updates and conversations. (Image courtesy of Salesforce)

• Lead qualification, lead assignment and routing, web-to-lead capture, mass email, campaign management, email templates, and rule-based scoring are all examples of lead management.
• Account and contact management, opportunity management, customized sales processes, task management, activity feed, deal collaborators, and calendar are all part of the core CRM system.
• Collaborative forecasting, bespoke opportunity fields, and corporate territory management are all examples of sales forecasting.
• Contracts, sales orders, product and pricing books, and quotations are all examples of quotes and orders.
• Reports and dashboards: Customizable reports and dashboards in real time; sophisticated reporting options include cross-filters, combined reports, and history tracking.
• Files, topics, and suggestions, as well as the Chatter applications (Salesforce’s real-time collaboration software) are all available for collaboration.
• Business processes, customized profiles and page layouts, roles and permissions, and approval automation are all examples of automations.
• Team communication, offers, customer support tools, tailored marketing, offline access, and sales forecasting are all available via mobile applications for Android and iOS.
• Community support, interactive webinars, events, guided journeys, online learning, demonstrations, and technical help with a two-day response time are all available for free; premium support plans include 24/7 phone assistance and professional coaching sessions.

If customization is important for your business, check out the features and benefits of using this platform in our Essentials of Salesforce review page.

Visit Essentials of Salesforce

Nimble: Best Social CRM for Simplified Outreach & Lead Capture

Nimble

Overall rating: 2.59 out of 5 stars

What We Enjoy

• For client profile enrichment and social media publishing, it has a strong social media integration.
• Twitter has a social listening tool.
• Feature-rich but simple to use

What Isn’t There

• There is just one price choice, which is inconvenient for growing enterprises.
• There is no telephone assistance.
• Instagram integration isn’t available.

A Quick Look at Nimble CRM Pricing

• $19 a month, per user, on an annual basis
• Monthly charges are $25 per user, each month.
• 14-day free trial

Add-on:

• Enrichment credits for prospecting: $10 for 100 additional credits

Nimble is a straightforward CRM with powerful social connectivity tools, like the Nimble Prospector. This is a browser plugin that allows you to see Twitter discussions before engaging with them, monitor Twitter mentions, schedule Twitter and Facebook posts, and build and enhance contact records while on any social media site. It can also use Facebook, Twitter, and LinkedIn to find and match more profiles for your connections.

Its browser extension is one of Nimble’s greatest strengths, since you can install it on various platforms like Gmail, Outlook, and LinkedIn. This makes it easy to use the CRM while working on other tasks and eliminates the need to toggle from one platform to another. However, like Essentials of Salesforce, its simple pricing structure could prove disadvantageous to growing businesses. Use Zoho CRM or Agile CRM for a social-friendly CRM with more plan options.

Features of Nimble CRM

Nimble displays all of a customer’s relevant information, including information gleaned from their social network sites. (Photo courtesy of Nimble)

• Unified message inbox, contact management, calendar sync, contact records, unlimited email message synchronization, custom fields, unlimited saved search segments, and 2GB storage for file attachments, contacts, and email conversations are some of the most important CRM features.
• Social listening, social profile matching, email signature capture, and business insights capture are all examples of data enrichment.
• Group messaging, limitless email templates, email monitoring, activity tracking, follow-up reminders, task reminders, and phone reporting are all available for marketing and outreach.
• Prospecting: Verified business emails, phone numbers, and addresses for the firms and individuals with whom you interact via Nimble; Per month, each user receives 25 enrichment credits.
• Deal pipeline management, sales forecasts and reporting, and team permissions for bulk activities, API (application programming interface) access, deal pipeline setup, and deal privacy are all part of the deal pipeline management process.
• Access rich profiles, research new contacts, conversation history, business card scanning, email templates, engagement monitoring, visual deal pipeline, and sales intelligence through mobile applications for Android and iOS.
• Help and support: Online and email support, comprehensive support center, free onboarding assistance, weekly Q&A sessions, and one-on-one consultation

Read our expert Nimble review to learn more about its features and advantages, and to see whether it’s the best match for you.

Visit Nimble CRM for more information.

How Did We Pick the Top Social CRM Platforms?

We examined cost, general features, simplicity of use, customer care quality, and expert ratings to find the top social media-friendly CRM solutions. We also looked at the social integration features that each supplier offers, such as social monitoring, social posting, and campaign reporting.

Overall, HubSpot CRM (Customer Relationship Management) ranked as the best social CRM because of its comprehensive social integration features, availability of a free option with Facebook Integration with Messenger, and ease of use. It also offers premium plans that work with various social media sites, including Facebook, Twitter, Instagram, LinkedIn, and YouTube. All these factors make it an ideal choice for small to large businesses.

Go to HubSpot CRM’s website. (Customer Relationship Management)

More information about our selection method for the top platforms may be found in the sections below:

40% of the overall score

To satisfy the demands of organizations, CRM suppliers must come in many shapes and sizes in terms of price and subscriptions. We sought for social CRMs that provide both free and inexpensive solutions that can expand with company development, since social media sites are free. For enterprises with a budget that matches a pay-as-you-go pricing model, we also evaluated the possibility of a monthly paying alternative.

20% of the overall score

We looked at each provider’s CRM connectors, reporting capabilities, and collaboration options. We also examined if a mobile app is available and whether functions may be accessed from a mobile device. We also looked at unique qualities that make a provider better for some types of organizations than others.

15% of the overall score

As a small company owner, you already have a lot on your plate. As a result, your CRM should be simple to use so you can focus on your company rather than learning a new platform.

15% of the overall score

If you run into a technical problem when attempting to link social media networks to your CRM software or use the integration’s advantages, we looked into your help choices. Self-help materials, as well as live chat, phone, and email assistance, are available.

10% of the overall score

There are certain CRM software alternatives that are more widely used than others. We evaluated prominent features and online evaluations from real-life users to our own professional judgments to help us identify the perfect CRM for your organization.

*Percentages based on total score

The “crm with social media integration” is a type of CRM that integrates social media into the process. These platforms are some of the best in their class.

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