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CRM Software 2024: A Comprehensive Guide

Customer relationship management software, also known as CRM solutions, helps businesses identify, track, manage, and interact with their customers throughout the customer lifecycle. Modern CRM solutions can bring customer data from many channels and contact points – and this helps the sales and marketing teams to track and follow a customer’s journey with your business. At the end of it, a CRM solution should help you understand your customers better – leading to sales and retention.
Some key advances in this space include integrations with Voice and conversational UI and IoT technologies. AI is playing an increased role in Lead Qualification. Industry or Vertical Specific CRM are now common.

What is the right solution for you depends on your business context and needs. Let us help you firm up your needs and find you the right-fit solutions. Get your personalized assessment report now!

Updated By Cuspera

Last updated: Jan 31, 2024

Best Financial CRM Software

Financial CRM Software is a specialized CRM software mainly targeted for the financial business that includes banks, insurance, credit unions, capital market, mutual funds, investment banks, lending, and fintech companies to name a few. This set of software needs to provide all traditional functionality of CRM like contact management, communication management, client relationship management and lead nurturing and followup. In addition, it needs to provide a high degree of security, privacy, and compliance with stringent industry and legal regulations to the clients and prospects of the business.

The users of financial CRM include insurance agents, financial advisors, investment bankers, brokers, service representatives, bank representatives, field agents, relationship managers to name a few.

Financial institutions that are directly focused on retail customers need to provide customer onboarding services which normally involve lengthy verification purposes and prone to fraud. The software should help to eliminate lengthy verification processes, reduce costs, and fraud with a biometric and video eKYC verification. Customer engagement is crucial for Financial CRM software and it needs to be omnichannel, supported by a mobile app, and should have a self-service portal.

Banking, Mutual Funds, and Insurance companies have several channel partners and associates and CRM should provide seamless integration and support workflows to include partner representatives.

Financial CRM needs to integrate seamlessly with core banking systems, contact centers, etc with secure connectors and API support. The software should bring together disparate tools and provide visibility of customer portfolios through a centralized system. This is essential to go after cross-sell and upsell opportunities.

The Financial CRM software can be of two types

  • Software built ground up specially tailored for the financial services sector. The examples here include products like DealCloud, Wealthbox CRM, CRMNEXT.
  • CRM vendors building vertical solutions on their base platform to cater to the specific needs of financial institutions. These can be treated as industry solutions. Vendors like Zoho, leadsquared adopt this approach.

The selection of the right Financial CRM depends on the size and nature of the business, business process requirements, and goals of the business - acquiring customers, improving customer satisfaction, growing revenue, or improving operational efficiency. Within this category, different vendors provide specialized offerings for businesses like lending, mortgage, credit unions, mutual funds, etc.

We bring you a selection of such software for your consideration.

BUSINESSNEXT

The #1 CRM For Banking And Insurance

4.50

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BUSINESSNEXT Icon

BUSINESSNEXT

22.51
★★★★★
★★★★★
The #1 CRM For Banking And Insurance

BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations.

BUSINESSNEXT is an AI-powered platform that provides tools to analyze customer journeys. Members can use the site to study customer journeys and construct customizable journeys using drag-and-drop designers. It enables members to provide clever personalized offers and analyze client behavior in real-time by utilizing data patterns and machine learning.

Testimonials

Mr. Sanjay Gupta

President & Business Head – IT

Kotak Bank

BUSINESSNEXT Icon
Highlights
Top Processes : Lead management,Service management,Social CRM
Top Features : Vivid Authoring Studio,Virtual Assistant,Micro customer segmentation

Vendor: BUSINESSNEXT

Company Size: 501-1000

HQ Location: 702 Oberlin Road, Suite 200 Raleigh, NC 27605

Financials: SERIES A

Redtail CRM

Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

4.21

Read Reviews
Redtail CRM Icon

Redtail CRM

21.03
★★★★★
★★★★★
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency.

Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.

Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.

Testimonials

Art

Redtail CRM Icon
Highlights
Top Processes : Workflow management,Contact list management,Engagement management
Top Features : Recording,Personalization,Dashboard

Vendor: Redtail Technology

Company Size: 51-100

HQ Location: 3131 Fite Circle, Sacramento, California 95827, US

Financials: PRIVATE

Total Expert

Enterprise-grade marketing and customer engagement platform ​purpose-built for financial services

4.29

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Total Expert Icon

Total Expert

21.47
★★★★★
★★★★★
Enterprise-grade marketing and customer engagement platform ​purpose-built for financial services

Total Expert is an enterprise marketing and customer engagement platform built for financial services to drive growth and create customers for life with a marketing operating system. It helps to scale best practices and improve digital and social presence.

Total Expert helps to combine marketing and CRM functionality with the proprietary intelligent automation engine, empowering to manage the customer journey across the entire lifecycle.

Total Expert features include nurturing relationships and reach consumers with the right message at the right time on the right channel, deliver a superior experience with automated and personalized email engagement across the customer journey, engage consumers with an integrated SMS marketing strategy that supports customers across the entire journey, develop strategic co-marketing partnerships or unlock cross-sell opportunities across lines of business and many more.

Testimonials

Dan Catinella

Chief Digital Officer

Finance of America

Total Expert Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Social media management
Top Features : Personalization,Landing page,Templates

Vendor: Total Expert

Company Size: 101-250

HQ Location: 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US

Financials: SERIES B

Best Real Estate CRM Software

Real Estate CRM Software is mainly targeted for real estate vertical business and is designed for real estate agencies and property agents. This set of software needs to provide all traditional functionality of CRM like contact management, communication management, client relationship management and lead nurturing and followup. In Real Estate CRM the contact management’s critical requirement is to centralize all contacts as this is a key pain point for the users. This along with lead generation, nurturing, and lead engagement is critical for real estate and property agents.

Unlike traditional CRM, where the client profile is mostly of buyer profile, in Real Estate CRM, the client profile can be both buyer and seller and the processes and workflows will be different for each of these profiles.

Many of the CRM in this category provide support to create a realtor specific website, website visitor tracking to convert to leads. This feature is very much appreciated by the users in this segment. In addition, provision of website analytics will be considered an added bonus. In addition, drip campaigns, pre-designed email templates, email flyers, and the ability to send both bulk and personalized emails are critical.

Since lead generation is a critical process, ability to integrate with social media ads is desirable. In addition, many of the CRM provide industry-specific newsletters and realtors make great use of it. Vendors need to provide extensive training videos and how-to-use videos and these are highly desired by the users.

The Real Estate CRM software can be of two types

  • Software built ground up specially tailored for the real estate industry. The examples here include products like Follow Up Boss, BoomTown, Zurple, kvCORE.
  • CRM vendors building vertical solutions on their base platform to cater to the specific needs of the real estate segment. These can be treated as industry solutions. Vendors like PipeDrive, Leadsquared adopt this approach.

The selection of the right Real Estate CRM depends on the size of the business, business process requirements, and goals of the business - lead generation, contact management, lead nurturing, or lead engagement. Within this category, different vendors provide different capabilities with varying degrees of robustness. It is important to assess business needs before selecting the right CRM.

We bring you a selection of such software for your consideration.

BoomTown

Real Estate Software for Agents & Brokers to close more deals and grow business

4.62

Read Reviews
BoomTown Icon

BoomTown

23.12
★★★★★
★★★★★
Real Estate Software for Agents & Brokers to close more deals and grow business

BoomTown is a cloud-based real estate platform that combines lead generation, customer relationship management and IDX websites and is scalable, enabling real estate brokers and agents to close more deals.

BoomTown has a predictive CRM system which enables users to track all lead activities from a central location, as well as gain actionable insights into business performance. The predictive CRM helps users create more opportunities, and ensures leads are sent to the right agent for follow-up. BoomTown gives users a holistic view of business performance and team accountability metrics. The platform also enables users to create detailed reports using the reporting functionality.

BoomTown offers a range of features including lead qualification, drip campaigns and bulk text, transaction and pipeline management, email templates, call and note logging, simple sign-on, an MLS hotsheet, lead scoring, listing analytics, and more. Boomtown also features advanced website analytics, allowing users to track a prospective buyer's or seller's movements and interactions across the site.

Testimonials

Kevin Kaplan

Long Realty

BoomTown Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Generation of new leads
Top Features : Alerts: popups & Notifications,Personalization,Dashboard

Vendor: BoomTown

Company Size: 101-250

HQ Location: 1505 King Street, Suite 101, Charleston, SC 29405, US

Financials: SERIES A

Market Leader

Real Estate CRM Software pioneer in lead generation and contact management systems

4.47

Read Reviews
Market Leader Icon

Market Leader

22.37
★★★★★
★★★★★
Real Estate CRM Software pioneer in lead generation and contact management systems

Market Leader is a pioneer in lead generation and contact management systems helping real estate professionals manage and grow their businesses. It helps to acquire customers and scale best practices.

Market Leader helps to generate leads and engage with leads and contacts including a customizable IDX website, CRM, and marketing design center. It empowers the team with all of the features of agent tools plus lead distribution, productivity tracking, agent and team websites, and a sleek owner dashboard to manage it all.

Some of its features include customizable website, robust CRM, marketing automation, ensure a steady stream of leads with leads direct, speed to leads with real-time push notifications and contact records including lead insights, easily navigate to see which reminders are due and many more.

Testimonials

Andrea Watkins

Residential Brokerage, Bel Air, MD

Coldwell Banker

Market Leader Icon
Highlights
Top Processes : Generation of new leads,Engagement management,Engaging and following up
Top Features : Templates,Alerts: popups & Notifications,Dashboard

Vendor: Market Leader

Company Size: 101-250

HQ Location: Bellevue, Washington

Financials: M&A

kvCORE

Real estate platform with next-gen solution for modern brokerages and enterprises

4.56

Read Reviews
kvCORE Icon

kvCORE

22.79
★★★★★
★★★★★
Real estate platform with next-gen solution for modern brokerages and enterprises

kvCORE is a cloud based real estate customer relationship management (CRM) solution for brokerages, agents, and teams to help manage the entire business via one platform. It helps the agents generate leads, shortlist leads, sync contacts with the database and provide insights by running business analytics.

The product provides a packaged solution with lead engine, web & IDX, smart CRM, listings, transactions, marketing autopilot, and business analytics. These features help in task planning, listings, lead management and distribution management.

The scalable solution provides customizable design templates, which can be used to create content pages by defining listings, prices and other related information. It also offers a fully integrated marketplace with the flexibility to integrate kvCORE directly with Dotloop, Skyslope and Brokermint.

Testimonials

Eric Malmberg

Broker & Owner

RE/MAX Advantage Plus

kvCORE Icon
Highlights
Top Processes : Generation of new leads,Engagement management,Engaging and following up
Top Features : Landing page,Personalization,Alerts: popups & Notifications

Vendor: Inside Real Estate

Company Size: 11-50

HQ Location: 12936 S. Frontrunner Blvd. Suite 150 Draper, UT 84020

Financials: M&A

What is CRM?

CRM

CRM stands for customer relationship management (CRM) which is the process by which all your company’s relationships and interactions are handled. To do this well, you need to know where the new leads are generated, which customers the salespeople are talking to, what communication is happening with them on every channel, what questions and concerns were raised, etc. Today all this information is all over the place in notes, emails, calls, etc. leading to loss of information, no follow-ups, forgotten meetings, miscommunication, etc. Enter CRM software.

CRM software allows you to get all your customer and potential customer information and interactions in one place. CRM helps you with lifecycle management of customer relationships that includes getting the lead, engaging them, closing deals, upsell, cross-sell, to providing support, referrals, etc. This helps to bring the entire organization up-to-date with each customer and manage relationships better by putting the customer at the center.

Some CRMs go one step further and even capture recent news, social media updates, company activities and keep the CRM updated.

Related Guides

ALL in ONE CRM

All in one CRM includes basic functionalities of Sales, marketing and service CRM like workflow automation, Leads and deal management, email marketing, contact management, ticketing etc. The primary difference between these CRM and the other one is that these are specifically designed for SME and MM companies to save them the cost of purchasing multiple CRMs.

Social CRM

Social CRM integrates social media channels into Customer Relationship Management systems. Social CRM is also referred to as Social Relationship Management. Social CRM provides insight into customer interactions with a brand, and helps to improve the quality of customer engagement on social media platforms and targets prospective customers on social media platforms.

The use cases and benefits of Social CRM are very different from traditional CRM, though Social CRM’s primary focus is to improve customer engagement. Traditional CRM focuses on customer contact data and customer interaction information. Social CRM is about customer conversations and relationships and managing those conversations and relationships. These conversations are not just two ways but can be multi-way between consumers and across consumer groups. This kind of involvement also involves Social Listening.

Types of CRM

Types of CRM

CRM strategy involves putting the customer at the center and delineating how the marketing, sales and customer service teams will manage these relationships and ensure customer success. CRM software helps to put this strategy into practice. They can be classified into

  • Sales CRM
  • Marketing CRM
  • Service CRM
Types of CRM

Sales CRM

Sales teams use CRM to get all the information on their customers, prospect them, their interaction history and manage their pipelines better. It saves them a lot of time by automating the key workflows so that they can focus on selling activities. Sales teams use CRM to improve closing rates. Sales Managers and leaders also can keep a tab on sales activities and customer interactions.

Top KPIs for Sales CRM are

  • Close rate
  • Upsell rate
  • Length of the sales cycle

Some of the top usage of Sales CRM are listed below.

All customer data in one place

This is the primary use of the CRM - to store customer information and their interaction. Customer contact information includes name, email, title, company, telephone, social media handles, etc. and interactions include storing all communications via phone, email, SMS, etc. Having all the needs in one place, it becomes the 360-degree view of the customer interactions across departments, across channels, and the de facto single source of truth. No outdated information, no inconsistent data, no hassle for the customer to explain his situation to business, etc. CRM is the best way to organize, access and manage your customer information throughout the lifecycle.

Manage Deals

CRMs can help you create stages for your pipeline and visualize your pipeline so that you can get a sense of how likely you are going to hit quota. This along with predictive scoring can help you prioritize certain deals or certain activities that can help close deals faster. They can also notify you of which deals to prioritize to improve close rates. This visualization helps the sales manager to see an aggregate view of how healthy the pipeline is by giving direct visibility into the team's interactions with the customers.

What I love most about freshsales, is that It gives me so much clarity in regards to all my monthly deals. I know exactly what deals are coming when they are coming in and most importantly how much they are worth!

M A

Martin A

Manufacturing Consultant

Sales Workflow Automation

This is the third biggest advantage of using CRM. They automate workflows to save time for its users like capturing the information in the desired format when a lead signs up or sending a welcome / follow up email can easily be automated with the CRM. CRMs also help with deal engagement by automating email (email templates, sequencing, tracking, scheduling) and email analytics (which emails are opened, being read and which content downloads). Scheduling meetings (meetings, calls, in person, chats, etc) and follow-ups is a huge benefit the CRMs offer. They also have capabilities to craft beautiful proposals, collect signatures, payments, etc to keep deals engaged until he becomes a paid customer.

Increase revenue / Improve the bottom line

  • More Upsell / Cross-sell Opportunities - Since you have a good view of all your customers, their preferences and organization cycle, it can help you identify cross-sell and upsell opportunities and impact your revenue directly.
  • Improve sales performance - CRM’s can also help to identify sales performance issues and fixing them has directly impacted the revenue.
  • Increase referrals - Happy customers usually means more business. This comes from either buying more products from the company or referring the CRM to other customers.

Forecasting

Some software provides basic forecasting capabilities based on the deals in the pipeline, deal stages and deal scoring.

Marketing CRM

Marketing teams use CRM to generate and engage leads, email marketing, marketing automation, segmentation, and targeting, tailoring their campaign and messaging based on the pipeline stages, etc. Ultimately they are looking to optimize their ROI on their campaigns with the help of CRM.

Top KPIs for Marketing CRM are

  • Customer Acquisition Cost (CAC)
  • LifeTime Value (LTV)
  • Revenue / Campaign ROI

Some of the key usages of Marketing CRM are listed here.

Managing Leads and Marketing Automation

CRMs have lead management and marketing automation built into it. This includes creating targeted campaigns, identifying quality leads and enriching them, nurturing them across touchpoints, lead scoring and routing, etc. For example, if a lead signs up, you can follow up with a relevant drip email campaign or trigger a follow up if the lead interacts with your content. You can effectively leverage user behavior to personalize and automate content, offer, email, etc. at scale.

Workflows allow you to automate complicated tasks and are almost infinitely customizable, they allow your marketing to be targeted and effective.

D W

Dom W

Business Development

Generating Leads

CRMs offer SEO, blogging, social media, etc capabilities to create engaging content for generating more traffic to your websites. They also offer to capture leads across channels with the help of landing pages and sign up forms to get more visitors and convert them to potential leads.

Marketing ROI

CRMs provide real-time analytics on your marketing campaigns and activities. This can serve as feedback to personalize your campaigns, communication and spend to optimize ROI.

Customer Support CRM

Customer service teams use CRM to improve customer retention rates. It helps them understand the history of customer issues and concerns, the actions taken, and accordingly provide solutions. Some CRMs also integrate with helpdesk solutions to auto-update customer interactions.

Top KPIs for Customer Service CRM are

  • NPS
  • Churn rate
  • Average time to resolution

Better Support

Customer service teams have all the history of customer complaints, interactions across channels and resolutions in one place. So that when you are talking to a customer you have the necessary context to help him better, CRM also captures customer feedback and satisfaction levels which can help you design your retention strategies.

Help Desk

Some CRMs have an inbuilt help desk while others easily integrate with helpdesk solutions. Ticketing (log and assign), routing (escalation and task creation) and feedback(NPS) surveys are other capabilities that they offer to better understand customer sentiment and complaints. They also help you maintain SLA goals.

Customer Self Service

CRMs have a knowledge base (sometimes chatbot) to help customers find their own solutions to their own problems. If that is too taxing, they can engage with the bot who can get them the relevant content they are looking for.

I like the way the Knowledge Base is formatted, it's very reader-friendly and you can search for articles. I think the knowledge base is up to par with this day and age's websites. Our old website was pretty dated, this gave us a major upgrade!

J L

Jacey L

Inbound Marketing Specialist

Common for all CRMs

Increase Productivity and Collaboration

Automating tasks and saving time by reducing searching for customer information directly translates to increased productivity of the team. CRM is one place where all three teams collaborate together for the common goal of customer success.

Analytics and Reporting

CRMs can provide businesses with actionable insights based on customer data (which customer is likely to churn, spotting anomalies in business, etc). In terms of reporting, CRMs have all the dashboarding and charting capabilities built into it.

AI usage in CRM

CRMs have a lot of information and expecting a salesperson to make sense of it is unreasonable. On the other hand, AI works best with large amounts of data and CRM being the hotspot of data, AI can enhance CRM capabilities in multiple ways.

Sales CRM

Voice Assistants / Bots

  • With the data explosion happening in the CRMs it is difficult to access that data easily. Hence some vendors provide AI assistants which can fetch you the information you are looking using voice commands (Einstein, Zoho Zia, etc)
  • Some AI tools can automate the task of auto-capturing the sales activity data and auto-updating the CRM. This saves the salespeople a lot of time and they can focus on selling activities.
  • AI can also help you complete the profile of any person. For example, if the only email, name, etc are known, the AI can look on the web for other details (personal and professional) and complete the profile in a matter of seconds.
  • AI can also be used to automate certain workflows like customer engagement, followup, calendar, notes, call transcription, etc.

Recommendations

  • Some CRMs can also give alerts and recommendations to sales reps on what their next steps should be customized to each customer.
  • It can also give analytical insights based on your customer data to be incorporated in your pitch and demos based on what has worked before.
  • AI can put similar products in a group and optimize the right price for each customer.

Forecasting

  • Some CRMs leverage AI to enhance their forecasting capabilities.

Marketing CRM

Lead Management, Scoring, and Segmentation

  • CRM with AI capabilities can do a great job of lead scoring with lots of historical data available to them. They will be able to score and surface the hottest leads to the sales rep with the highest chance of a conversion.
  • Based on your customer list, AI can also help us identify the Ideal Customer Profile (ICP). AI can also help you segment customers based on past behaviors, demographics, likes, dislikes, etc
  • Automate workflow when customer reacts to marketing campaigns across channels and auto-create email works better for which product and customer.

Customer Service CRM

Better support

  • AI can go through the online review and internal feedback by the customer to understand his emotional state and tone of the complaint. This can help prepare the customer service person to respond with empathy thus increasing case resolution speed.
  • Auto escalate calls for different types of customers to different agents
  • Identify support ticket trends and auto-generate responses to customers based on the type of query and product
  • Intelligent customer self-service

How to Choose the Right CRM Software

The golden rule to follow while selecting a CRM is that DO NOT compare the feature set. Define your requirements, define the business process you want to improve and check if the CRM helps you do that as most of the features in CRM don’t get used much.

Who should buy a CRM

B2B or B2C

Ideally, any company that has to manage customer relationships can buy a CRM. Whether you are B2B or a B2B company, small business or enterprise, there is definitely a CRM that you can leverage to improve your business process. While CRMs are mainly useful for B2B companies (for account management, deal management, payment management, reporting, etc), B2C companies can also leverage CRMs which focus on multi-channel lead management, surveys, marketing automation, etc.

Small or Enterprise

Some CRMs are designed to cater to specific needs of small and medium-sized companies like easy to learn, high-level features and scalability. Enterprise CRMs have complex workflows and increase the time to implement and training required. Enterprise CRMs are standalone products with integrations (email, support, etc) while midmarket is integration solutions with these functionalities built into them.

Industry

Many CRMs are customized for particular verticals which have workflows that solve complex use cases of that industry. For example, there are many CRMs that are designed for the real estate industry like Boomtown, Market leader, Contactually, etc. In SMB market, industry specific CRM are popularly adopted and it is a growing trend in 2023

When to buy a CRM

Usually, when the business is small, most customer data is either with the CEO or sales head and they mainly use excel to manage this. As the company grows, following cracks begin to appear such as excel is no longer effective, takes too much time to manage data, if an employee leaves you can lose critical information, etc. These are early signs that you must start thinking about CRM.

Which business process you wish to improve

While CRMs are mainly designed for sales teams, there are many variants of these CRMs which focus particularly on either sales, marketing or support. For example - Sales CRMs focus on contact management and pipeline management while marketing CRMs focus on basic lead management and email marketing. Many solutions have all three packed into one specially designed for smaller enterprises. Also, you need to be clear if the CRM will be used by only one team or you expect it to be adopted by the entire organization sometime in the future. Having a longer-term view of the CRM investment gives better results in terms of customer satisfaction.

What type of customization and integrations you need

Businesses usually want to integrate with existing systems accounts, databases, document signing ERP, etc. They also want to have certain customizations done so that the CRM can be leveraged for maximum business success. If you are a small business, this may not be required at all, but for an enterprise, this becomes very critical because they already have many other systems which deal with this or related data.

Growing trend in 2023 and beyond, is adoption of self service CRMs are increasing. Specifically in customer service CRMs, enabling customers to do several things like setting up accounts, troubleshooting, finding answers to their queries, bill/subscription payment themselves is becoming common. It not only saves time and cost, but also greatly increases the customer satisfaction.

Cost / Pricing (Total Cost of Ownership)

The two biggest contributors to the cost of the CRM are - the number of licensees and integration costs. Instead of just looking at the number of licenses for the costs, looking at a total cost of ownership gives a better estimate of how much a CRM is going to cost the business.

Vendor Experience / Reliability

Having vendors who have experience with companies similar to you always helps. Sometimes it is also useful to have vendors with stronger local partner networks for local support, business consultations, and other customizations.

GDPR / Data Security

How your data and your customer data is stored is extremely critical in light of new GDPR guidelines. Most of the CRMs are now GDPR compliant which means that customer requests such as removing him from the database or giving him a record of all the data the company has about the customer should be possible in a single click. Without such capabilities, you are open to big fines and lots of time wasted in manual work. Also, cloud CRMs usually struggle with data security issues.

Deployment Flexibility

What type of deployment do you want has a big impact on certain key metrics? If you prefer an on-prem deployment, it means users have to own and maintain their tech infrastructure, they have full control of data, higher security, higher customization, and usually have their own IT departments which increase their spending. If you want a faster deployment, want to outsource most of the maintenance costs, and requirements on customization/integrations are low, cloud deployment would work for you. Given all this and your needs for security and data control are high, a private cloud would be the best option for you.

Mobile Readiness

If your business has a lot of sales reps working from the field, business meetings, trade shows, networking events, in-flight, etc and criticality of information is high, it makes sense to invest in a mobile-ready CRM so that sales reps can update CRMs on the go, right when the information is hot in their heads.

Training

Training becomes especially critical in the case of an enterprise where the CRM workflows are complex and the success of the CRM depends on how well your team’s adoption of the CRM is. For small companies, some training is needed as this may be the first time they are using technology solutions for their business.

TTV - when will you see results

It does take a lot of effort to set it up and is directly a function of the size of your organization and customizations/integrations needed. But for you to derive value out of the CRM, employee training becomes critical and when they reach a certain level of proficiency in using the CRM and its complex workflow, you can expect to leverage it for business success. The typical time taken could be 1 month to 6 months.

Which of these 767 CRM software fit your needs?

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767 CRM Software

Salesforce CRM

Customer Relationship Management solution that brings companies and customers together

4.39

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Salesforce CRM Icon

Salesforce CRM

4.39
★★★★★
★★★★★
Customer Relationship Management solution that brings companies and customers together

Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Sales document management
Top Features : Personalization,Dashboard,Recording
Salesforce CRM Icon

Vendor: Salesforce

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

HubSpot CRM

For Sales Leaders

4.38

Read Reviews
HubSpot CRM Icon

HubSpot CRM

4.38
★★★★★
★★★★★
For Sales Leaders

HubSpot a free CRM platform with full suite of sales productivity tools to sell more in an efficient manner. It provides full visibility to sales pipeline in real-time. It benefits sales leaders, sales reps, marketers, customer service teams, operations team, and business owners. It helps to acquire customers, manage customer relationships and increase sales and revenue.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Templates,Personalization,Recording
HubSpot CRM Icon

Vendor: HubSpot

Founded: 2006

Company Size: 1001-5000

HQ Location: 25 First Street, 2nd Floor Cambridge, MA 02141 United States

Financials: IPO

Salesforce Sales Cloud

Sales Performance Management Software

4.36

Read Reviews
Salesforce Sales Cloud Icon

Salesforce Sales Cloud

4.36
★★★★★
★★★★★
Sales Performance Management Software

Salesforce sales cloud is a customer relationship management and automation platform for sales teams to convert leads, close deals and understand the health of entire business in both B2B as well as B2C contexts.

Highlights
Top Business Usecases : Contact list management,Engagement management,Engaging and following up
Top Features : Dashboard,Personalization,Recording
Salesforce Sales Cloud Icon

Vendor: Salesforce

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

Zoho CRM

Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

4.15

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Zoho CRM Icon

Zoho CRM

4.15
★★★★★
★★★★★
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue.

Highlights
Top Business Usecases : Engagement management,Contact list management,Communication management
Top Features : Dashboard,Personalization,Recording
Zoho CRM Icon

Vendor: Zoho Corporation

Founded: 1996

Company Size: 1001-5000

HQ Location: 4141 Hacienda Drive, Pleasanton, California 94588, USA

Financials: PRIVATE

Pipedrive

Sales CRM & Pipeline Management Software

4.48

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Pipedrive

4.48
★★★★★
★★★★★
Sales CRM & Pipeline Management Software

Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Lead tracking
Top Features : Personalization,Dashboard,Recording
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Vendor: Pipedrive

Founded: 2010

Company Size: 501-1000

HQ Location: New York

Financials: SERIES C

Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Templates,Personalization,Alerts: popups & Notifications
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Vendor: HubSpot

Founded: 2006

Company Size: 1001-5000

HQ Location: 25 First Street, 2nd Floor Cambridge, MA 02141 United States

Financials: IPO

Insightly CRM

CRM Software for Gmail, G Suite and Outlook.

4.15

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Insightly CRM

4.15
★★★★★
★★★★★
CRM Software for Gmail, G Suite and Outlook.

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.

Highlights
Top Business Usecases : Contact list management,Engagement management,Engaging and following up
Top Features : Recording,Personalization,Dashboard
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Vendor: Insightly

Founded: 2009

Company Size: 101-250

HQ Location: 680 Folsom St Suite 550 San Francisco, CA 94107 USA

Financials: SERIES C

Bloomerang

Donor Management Software for Nonprofits

4.59

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Bloomerang

4.59
★★★★★
★★★★★
Donor Management Software for Nonprofits

Bloomerang is a CRM Software. Bloomerang enables users to view an organization's donor records, track the best time to contact each donor and measure a donor's engagement level to make it easier for users to know when someone should be contacted. Bloomerang is a solution for small and growing nonprofits.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Recording,Dashboard,Personalization
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Vendor: Bloomerang

Founded: 2012

Company Size: 11-50

HQ Location: 5724 Birtz Road, Indianapolis, IN 46216

Financials: SEED

Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.69

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Freshsales

4.69
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Recording,Personalization,Dashboard
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Vendor: Freshworks

Founded: 2010

Company Size: 1001-5000

HQ Location: 2950 S. Delaware Street, Suite 201, San Mateo CA 94403

Financials: SERIES H

Salesboom Cloud CRM

Customizable Cloud based CRM Software

4.43

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Salesboom Cloud CRM

4.43
★★★★★
★★★★★
Customizable Cloud based CRM Software

Salesboom Cloud CRM is a customizable web-based CRM software that helps unify the strategic sales, marketing, customer service, and much more all in one user-friendly platform. It helps to increase sales and revenue and improve ROI.

Highlights
Top Business Usecases : Contact list management,Sales document management,Workflow management
Top Features : Personalization,Alerts: popups & Notifications,Dashboard
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Vendor: Salesboom

Company Size: 101-250

Financials: PRIVATE

Agile CRM

Automate your sales, marketing, and service in one platform

4.30

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Agile CRM

4.30
★★★★★
★★★★★
Automate your sales, marketing, and service in one platform

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution.

Highlights
Top Business Usecases : Contact list management,Communication management,Helpdesk management
Top Features : Landing page,Templates,Widgets
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Vendor: Agile CRM

Founded: 2012

Company Size: 101-250

HQ Location: First Floor, Plot No. 8 & 9, Jubilee Enclave,, Opp. HITEX Entrance,, Hyderabad, Telangana 500084

Financials: PRIVATE

Pipeline CRM

Sales Pipeline Enablement Platform

4.38

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Pipeline CRM

4.38
★★★★★
★★★★★
Sales Pipeline Enablement Platform

Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Lead tracking
Top Features : Personalization,Recording,Dashboard
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Vendor: Pipeline CRM

Founded: 2006

Company Size: 11-50

HQ Location: 1008 Western Ave, Seattle, WA 98104

Financials: SERIES A

HoneyBook

Client Management Software for Small Businesses

4.76

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HoneyBook

4.76
★★★★★
★★★★★
Client Management Software for Small Businesses

Honeybook is an all-in-one software solution that assists small and medium businesses especially in the services sector to manage projects, online proposals, contracts, invoices and all related business activities from one place. It is also accessible on mobile devices.

Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Templates,Personalization,Alerts: popups & Notifications
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Vendor: HoneyBook

Company Size: 101-250

HQ Location: San Francisco

Financials: SERIES E

hireEZ Outbound Recruiting Platform

AI Recruiting Software to deliver more hires in half the time.

4.75

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hireEZ Outbound Recruiting Platform

4.75
★★★★★
★★★★★
AI Recruiting Software to deliver more hires in half the time.

Hiretual (now hireEZ) is an AI-powered outbound recruitment platform that centralizes all recruiting efforts for hiring teams big and small to make outbound recruiting easy. Experience fast and simple AI Sourcing across 750M+ open web profiles and 45+ platforms. Automate and build personalized recruitment campaigns with templates, sequences, tracking, and calendar scheduling. Achieve quality-of-hire with our talent data cloud to centralize, refresh and rediscover previously siloed data with near-zero management and a secure data hub.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Templates,Dashboard
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Vendor: HireEZ

Company Size: 101-250

HQ Location: 2513 E Charleston Rd #200, Mountain View, CA 94043, United States

Financials: SERIES B

Collective[i]

Ad networks and e-commerce sites representing billions of dollars in economic and job creation.

4.68

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Collective[i]

4.68
★★★★★
★★★★★
Ad networks and e-commerce sites representing billions of dollars in economic and job creation.

Collective[i]® is on a mission to help people and companies prosper. Developed by a team of world-renowned entrepreneurs, engineers, scientists, and business leaders. Collective[i] built the first foundation model to study the buying and selling behaviors that drive the B2B economy. Collective[i]’s AI is trained on a massive set of proprietary data which surfaces dynamic insights and human connections that can radically increase sales productivity as well as optimize revenue growth.

Highlights
Top Business Usecases : Forecasting,Collaboration,Account management
Top Features : Alerts: popups & Notifications,Personalization
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Vendor: Collective[i]

Company Size: 51-100

HQ Location: 450 Park Ave South 3rd Floor New York, NY 10016

Financials: PRIVATE

Bloomreach

Bloomreach - Powering Enterprise CMS and Optimizing Commerce Experiences

4.66

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Bloomreach

4.66
★★★★★
★★★★★
Bloomreach - Powering Enterprise CMS and Optimizing Commerce Experiences

Bloomreach is the world’s #1 Commerce Experience Cloud, empowering brands to deliver customer journeys so personalized, they feel like magic. It offers a suite of products that drive true personalization and digital commerce growth, including Discovery, offering AI-driven search and merchandising; Content, offering a headless CMS; and Engagement, offering leading CDP and marketing automation solutions. Together, these solutions combine the power of unified customer and product data with the speed and scale of AI-optimization, enabling revenue-driving digital commerce experiences that convert on any channel and every journey.

Highlights
Top Business Usecases : Campaign management,Engagement management,Helpdesk management
Top Features : Personalization,Dashboard,Alerts: popups & Notifications
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Vendor: Bloomreach

Founded: 2009

Company Size: 251-500

HQ Location: BloomReach, Inc. 82 Pioneer Way Mountain View, CA 94041

Financials: SERIES F

Membrain CRM

Sales Enablement CRM for B2B Sales

4.62

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Membrain CRM

4.62
★★★★★
★★★★★
Sales Enablement CRM for B2B Sales

Membrain is a Sales Enablement CRM built for B2B sales teams enabling execution on Sales strategy and build processes for deal winning behaviours.

Highlights
Top Business Usecases : Coaching,Engagement management,Engaging and following up
Top Features : Recording,Dashboard,Personalization
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Vendor: Membrain

Founded: 2012

Company Size: 11-50

HQ Location: Industriv. 17, 171 48 Solna, Sweden.

Financials: PRIVATE

Platformly

Marketing Automation Platform for Online Businesses

4.60

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Platformly

4.60
★★★★★
★★★★★
Marketing Automation Platform for Online Businesses

Platformly is a marketing automation tool that supports small- and medium-sized business owners and growth marketers in nurturing acquired leads, tracking the success of campaigns, sending personalized emails, and keeping track of interactions across various marketing funnel channels.

Highlights
Top Business Usecases : Communication management,Engagement management,Sending & publishing communications
Top Features : Landing page,Dashboard,Templates
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Vendor: Platformly

Company Size: 1-10

HQ Location: Midocean Chambers, Road Town, , Tortola, British Virgin Islands VG1110, VG

Financials: NA

ActiveCampaign

CXA Platform to engage with their customers

4.55

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ActiveCampaign

4.55
★★★★★
★★★★★
CXA Platform to engage with their customers

ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on the active campaign’s mix of pre-built automation and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle.

Highlights
Top Business Usecases : Engagement management,Communication management,Engaging and following up
Top Features : Personalization,Templates,Landing page
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Vendor: Activecampaign

Founded: 2003

Company Size: 1001-5000

HQ Location: 1 North Dearborn St, 5th Floor, Chicago, IL 60602

Financials: SERIES C

Muck Rack

Muck Rack for journalists and public relations

4.52

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Muck Rack

4.52
★★★★★
★★★★★
Muck Rack for journalists and public relations

Muck Rack is a public relations software that easily searches for journalists, monitor news, and build reports. It helps to acquire customers and improve internal communications.

Highlights
Top Business Usecases : Public relations,Social media management,Social media analytics
Top Features : Alerts: popups & Notifications,Dashboard,Personalization
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Vendor: Sawhorse Media

Company Size: 11-50

HQ Location: 588 Broadway, Suite 503, New York, NY 10012, US

Financials: SEED

PressPage

Digital PR tools | PressPage

4.52

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PressPage

4.52
★★★★★
★★★★★
Digital PR tools | PressPage

PressPage is a PR software that helps to simplify the workflow, manage online newsroom, media database, email newsletters, and analytics. It helps to improve ROI and acquire customers.

Highlights
Top Business Usecases : Public relations,Communication management,Sending & publishing communications
Top Features : Templates
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Vendor: PressPage

Company Size: 11-50

HQ Location: Amsterdam

Financials: SEED

Kizen

Next-Gen Platform To Power The Future of Business

4.49

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Kizen

4.49
★★★★★
★★★★★
Next-Gen Platform To Power The Future of Business

Kizen is a sales, marketing, and experience platform that helps companies drive smarter, faster growth, deliver amazing, personalized customer experiences, and unleash their full potential. It helps the teams save time, work smarter, and deliver personalized experiences that drive faster growth. It also helps in acquiring customers and increases customer lifetime value.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Feedback surveys,Personalization,Recording
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Vendor: Kizen

Company Size: 51-100

HQ Location: 12 Groveland Court, 1st Floor, London, London EC4M 9EH, GB

Financials: SERIES C

SALESmanago

Customer data platform with omnichannel communication to improve conversion

4.48

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SALESmanago

4.48
★★★★★
★★★★★
Customer data platform with omnichannel communication to improve conversion

SALESmanago is the only no-code, AI-driven Customer Data, and Marketing Automation Platform, used by 3000+ midmarket and large Enterprises in 50 countries including Starbucks, Vodafone, BMW, Crocs, Victorias Secret and many other global brands. Financial Times ranks SALESmanago as the fastest-growing marketing automation platform in Europe with 2 months of free Proof of Concept.

Highlights
Top Business Usecases : Generation of new leads,Advertisement,Inbound marketing
Top Features : Personalization,Alerts: popups & Notifications,Dashboard
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Vendor: SALESmanago

Founded: 2011

Company Size: 101-250

HQ Location: Grzegórzecka 21, 31-532 Kraków

Financials: PRIVATE

PR.co

PR.com: Directory of Businesses Jobs Press Releases Products Services ...

4.44

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PR.co

4.44
★★★★★
★★★★★
PR.com: Directory of Businesses Jobs Press Releases Products Services ...

PR.com a Public Relations platform is a directory of businesses, products and services, a press release distribution service, a job search website, and online publication of articles, reviews, and celebrity interviews. It is a cross between public relations and advertising entities, with a full company profile. It helps to improve brand engagement and establish thought leadership.

Highlights
Top Business Usecases : Communication management,Public relations,Sending & publishing communications
Top Features : Personalization
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Vendor: PR.co

Company Size: 1-10

HQ Location: Singel 542, Amsterdam, Noord-Holland NL

Financials: SEED