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CRM Software 2021: A Comprehensive Guide

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.

Learn how CRM software works and how to choose the right CRM software.

Updated By Cuspera

Last updated: Jul 29, 2021

Top 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 follow up. 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.

CRMNEXT

Enterprise CRM solution provider for financial services.

4.56

Read Reviews
CRMNEXT Icon

CRMNEXT

4.56
★★★★★
★★★★★
Enterprise CRM solution provider for financial services.

CRMNEXT is an Enterprise CRM solution built for the Financial Industry. It can be used by the Sales, Services, Marketing, Process Management, Business Development, and other customer-facing teams for promoting customer interactions from a single platform.

CRMNEXT provides Leads capture and allocation, pipeline management and configurable workflows, customized buying experience, and guided selling inputs for enabling Sales teams. Machine learning and business rules are applied for increasing lead quality, in addition to aligning Sales and Marketing activities for better ROI.

CRMNEXT supports tracking and conversion of social feeds into leads, provides the tools for agility and speed in BPM, and collaboration tools for teamwork. CRMNEXT can be deployed on Public Cloud, Private Cloud, or on-premise.

Testimonials

Mike Randall

Former COO

Silver State Schools Credit Union, NV

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

Vendor: CRMNEXT

Company Size: 501-1000

HQ Location: 3 Hamilton Landing, Suite 200, Novato, California 94949, US

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

4.21
★★★★★
★★★★★
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

4.29
★★★★★
★★★★★
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

Top 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.

Contactually

Intelligent CRM for Real Estate professionals to build authentic relationships

4.32

Read Reviews
Contactually Icon

Contactually

4.32
★★★★★
★★★★★
Intelligent CRM for Real Estate professionals to build authentic relationships

Contactually is a cloud-based Real Estate CRM software that enables businesses to drive personalized communication with their clients. It helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. It is used by agents and brokers to grow their business.

Contactually can create multiple buckets from their contact list and configure sales pipelines across multiple channels. Contactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients.

Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.

Testimonials

Raq Qsar

CEO/Owner

BoutiqueRE

Contactually Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Templates,Personalization,Dashboard

Vendor: Compass

Company Size: 251-500

HQ Location: Washington, DC. California

Financials: Series G

BoomTown

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

4.62

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BoomTown Icon

BoomTown

4.62
★★★★★
★★★★★
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 : Personalization,Alerts: popups & Notifications,Dashboard

Vendor: BoomTown

Company Size: 101-250

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

Market Leader

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

4.47

Read Reviews
Market Leader Icon

Market Leader

4.47
★★★★★
★★★★★
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 : Alerts: popups & Notifications,Templates,Dashboard

Vendor: Market Leader

Company Size: 101-250

HQ Location: Bellevue, Washington

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.

Vertical CRM

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

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Buyer’s Guide - Guide to Choose Right Fit 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

Buyers are recommended to consider peer reviews and expert opinions that are extensively available on Cuspera before making buying decisions. Cuspera’s AI based engine guides you through the requirement process to help you choose the right software.

Go to Cuspera

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.

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 sale, 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.

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 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 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 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.

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698 CRM Software

Scratchpad

Fastest experience to update Salesforces

4.86

Read Reviews
Scratchpad Icon

Scratchpad

4.86
★★★★★
★★★★★
Fastest experience to update Salesforces

Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.

Highlights
Top Business Usecases : Forecasting,Workflow management,Pipeline management
Top Features : Recording,Dashboard,Personalization
Scratchpad Icon

Vendor: Scratchpad

Company Size: NA

HQ Location: San Francisco, CA 94107, US

Less Annoying CRM

Simple Contact Management for Small Business

4.78

Read Reviews
Less Annoying CRM Icon

Less Annoying CRM

4.78
★★★★★
★★★★★
Simple Contact Management for Small Business

Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups.

Highlights
Top Business Usecases : Engagement management,Contact list management,Engaging and following up
Top Features : Personalization,Recording,Alerts: popups & Notifications
Less Annoying CRM Icon

Vendor: Less Annoying Crm

Founded: 2009

Company Size: 1-10

HQ Location: 1017 Olive St. #300 St. Louis, MO 63101

Financials: Private

Tithe.ly

Increase giving and engagement with tools built for churches and ministries.

4.76

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Tithe.ly Icon

Tithe.ly

4.76
★★★★★
★★★★★
Increase giving and engagement with tools built for churches and ministries.
Highlights
Top Business Usecases : Engaging and following up,Engagement management,Training & onboarding
Top Features : Personalization,Alerts: popups & Notifications,Dashboard
Tithe.ly Icon

Vendor: Tithe.ly

Company Size: 51-200

VipeCloud

All In One CRM, Marketing and Sales Automation

4.74

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VipeCloud Icon

VipeCloud

4.74
★★★★★
★★★★★
All In One CRM, Marketing and Sales Automation

VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to optimize marketing and sales budgets. VipeCloud allows users to track their various sales cycles, from prospecting to recurring sales with multiple pipelines. It is designed to help small to midsize businesses streamline marketing operations and track sales.

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

Vendor: Vipecloud

Founded: 2011

Company Size: 1-10

HQ Location: 855 El Camino Real, Ste 13A Palo Alto, California 94301

Financials: Private

Relenta

Email Based CRM - Top Email Marketing Contact ...

4.73

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Relenta Icon

Relenta

4.73
★★★★★
★★★★★
Email Based CRM - Top Email Marketing Contact ...

Relenta is an email based Customer Interaction Management (CIM) software enabling small businesses with the tools for managing customer relationships with a large number of customers within a short time, thus ensuring better customer experience and enhanced business performance.

Highlights
Top Business Usecases : Contact list management,Communication management,Engagement management
Top Features : Personalization
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Vendor: Relenta

Founded: 2004

Company Size: 1-10

Financials: Private

Teamgate CRM

Sales CRM software to power your growth

4.73

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Teamgate CRM

4.73
★★★★★
★★★★★
Sales CRM software to power your growth

Teamgate is a Sales CRM platform designed to strengthen the entire sales experience. It helps to increase sales and revenue and enhance customer relationships.

Highlights
Top Business Usecases : Contact list management,Generation of new leads,Forecasting
Top Features : Dashboard,Personalization,Recording
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Vendor: Teamgate

Company Size: 11-50

HQ Location: 11, Cundy Road, London, E16 3DJ, GB

Financials: Seed

ChildcareCRM

Childcare Marketing Automation, Lead Management & More

4.73

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ChildcareCRM

4.73
★★★★★
★★★★★
Childcare Marketing Automation, Lead Management & More
Highlights
Top Business Usecases : Engagement management,Engaging and following up,Lead tracking
Top Features : Personalization,Templates,Capture information
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Vendor: CRM Web Solutions

Company Size: 11-50

HQ Location: 433 E. Las Colinas Blvd., Suite 650 Irving, TX 75039

Floify

Mortgage Automation and Point-of-Sale

4.73

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Floify

4.73
★★★★★
★★★★★
Mortgage Automation and Point-of-Sale

Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.

Highlights
Top Business Usecases : Sales document management,Digital signature,Engagement management
Top Features : Alerts: popups & Notifications,Templates,Landing page
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Vendor: Floify

Company Size: 11-50

HQ Location: Boulder, Colorado US

ClickUp

One app to replace tasks, docs, chat, goals, & more

4.71

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ClickUp

4.71
★★★★★
★★★★★
One app to replace tasks, docs, chat, goals, & more
Highlights
Top Business Usecases : Workflow management,Collaboration,Training & onboarding
Top Features : Personalization,Alerts: popups & Notifications,Templates
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Vendor: ClickUp

Founded: 2017

Company Size: 251-500

HQ Location: 363 Fifth Ave. Suite 300 San Diego, CA 92101

TeamGram

CRM, Quote, Proposal and Sales Management Software

4.70

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TeamGram

4.70
★★★★★
★★★★★
CRM, Quote, Proposal and Sales Management Software

TeamGram is a cloud-based CRM tool for small and medium-sized businesses that helps in teams collaboration, manage tasks and sales cycle. It helps to increase sales and revenue and enhance customer relationships.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Alerts: popups & Notifications,Calculator,Templates
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Vendor: TeamGram

VeryConnect

Membership, CRM and Community Software

4.69

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VeryConnect

4.69
★★★★★
★★★★★
Membership, CRM and Community Software
Highlights
Top Business Usecases : Engagement management,Engaging and following up,Membership management
Top Features : Personalization
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Vendor: VeryConnect

Company Size: 11-50

HQ Location: Pavilion 1 12 Minerva Way Glasgow G3 8AU Scotland

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: 1250 Bayhill Drive, Suite 315, San Bruno, CA 94066

Financials: Series G

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

Hiretual- AI Recruiting Tool

AI Recruiting Platform to Hire 10x Faster

4.72

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Hiretual- AI Recruiting Tool

4.72
★★★★★
★★★★★
AI Recruiting Platform to Hire 10x Faster

Hiretual is an AI-Powered Global Talent Platform that empowers businesses to achieve their goals by hiring the right people and bringing forth visibility of underrepresented talent. Experience AI-powered candidate sourcing, email engagement with response rate tracking, and a talent data cloud to centralize, refresh and rediscover previously siloed data.

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

Company Size: 200-300

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

Collective[i] Intelligence

Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology

4.68

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Collective[i] Intelligence

4.68
★★★★★
★★★★★
Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology

Collective[i] Intelligence hosts one of the largest networks of sales data that is combined with AI and Predictive Analytics to create intelligence to improve B2B selling. It provides a set performance optimization applications, which use a combination of advanced analytics and decision support tools to dramatically improve the performance of sales, marketing, customer service and customer support teams.

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

Company Size: 51-200

HQ Location: 130 Madison Ave, New York, New York 10016, US

Financials: NA

PRgloo

A complete media relations platform combining easy to use tools with exceptional analysis.

4.62

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PRgloo

4.62
★★★★★
★★★★★
A complete media relations platform combining easy to use tools with exceptional analysis.

PRgloo is a Public Relations Software. PRgloo is a comprehensive media communications management service to help streamline media marketing workflows and improve media penetration. A modern intuitive, super-fast platform to allow real-time data entry. The solution is designed for in-house media communication teams, internal communications, and stakeholders to manage all communication functions including enquiries, media newsrooms, press releases, coverage, and influencer engagement.

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

Founded: 2014

Company Size: 1-10

HQ Location: London, UK

Financials: Private

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,Account management,Engagement management
Top Features : Dashboard,Templates,Recording
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Vendor: Membrain

Founded: 2012

Company Size: 11-50

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

Financials: Seed

Platformly

Marketing Automation Platform for Online Businesses

4.59

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Platformly

4.59
★★★★★
★★★★★
Marketing Automation Platform for Online Businesses
Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Engagement management
Top Features : Dashboard,Landing page,Personalization
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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's category-defining Customer Experience Automation (CXA) platform helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to hundreds of pre-built automation that combine email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text. Over 70% of ActiveCampaign's customers use its 300+ integrations including Shopify, Square, Facebook, and Salesforce. It creates meaningful experiences for their customers.

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

Founded: 2003

Company Size: 501-1000

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

Financials: Private

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: Private

SALESmanago

Customer data platform with omnichannel communication to improve conversion

4.50

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SALESmanago

4.50
★★★★★
★★★★★
Customer data platform with omnichannel communication to improve conversion

SALESmanago is the no-code, AI driven CDXP (all in One Customer Data Platform & Customer Experience Platform) used by 2000+ midmarket and large Enterprises in 50 countries including Starbucks, Vodafone, Lacoste, New Balance, Victoria’s Secret and many other global brands.

Highlights
Top Business Usecases : Generation of new leads,Advertisement,Contact list management
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

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

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

Muck Rack

Muck Rack for journalists and public relations

4.43

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Muck Rack

4.43
★★★★★
★★★★★
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 : Social media management,Public relations,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: Private