Which is the best CRM software to help manage your customer relationships?

Which is the best CRM software to help
manage your customer relationships?

Which is the best CRM software to help manage your customer relationships?

Finding the best CRM software to help manage your customer relationships can massively boost your company's profits.

We've put together a list of the best CRM software currently available to help you choose the best one for your business goals.

Which is the best CRM platform

Last updated: 9/2021

Editors Choice

monday.com CRM
monday.com CRM

This CRM platform prides itself on being simple to set up, easy to use and offers the convenience of completing all your sales and marketing tasks within a single resource.

  • Improve customer retention and build trust
  • Quickly automate your workflows and emails
  • 100% customizable – No coding needed
  • Easy to use. Get started in minutes!
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14-Day Free Trial

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Pipedrive
Pipedrive

This CRM software is apparently so easy to use, it takes just two minutes to set up, and as it’s used daily by over 95,000 teams, you should be in good company.

  • Save a heap of time by keeping it simple
  • Perfectly designed for salespeople
  • Very easy to use and set-up
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SharpSpring
SharpSpring

This CRM platform offers a suite of tools in a single tool helping you better manage your entire user journey and overall marketing strategy.

  • Seamlessly combine email & CRM tools
  • Integrate with a wide range of 3rd party tools
  • Launch blogs and design landing pages that convert
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Less Annoying CRM
Less Annoying CRM

Designed to appeal to small businesses who don’t need the complexities of more advanced platforms need to manage leads efficiently and at an affordable price.

  • Simple to setup with clear ‘per user’ pricing
  • Puts all your contacts information in one place
  • Easy to use lead reports and multi-user collaboration
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Keap
Keap

Claimed to be an all-in-one CRM, sales and marketing automation platform, Keap delivers a broad range of features for companies of all sizes.

  • Automated and personalised lead follow-ups to boost conversions
  • Set-up appointments, track leads and get quotes accepted in one place
  • Use advanced automation to fully customise to your needs
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Zoho CRM
Zoho CRM

One of the most popular CRM platforms around, Zoho is designed for sales teams that want to turn leads into sales quickly and efficiently.

  • Remote sales team meetings & collaboration
  • Integrates across phone, email, live chat, and social
  • Powerful automation flows that cut out manual tasks
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Salesflare
Salesflare

Billed as a simple yet powerful CRM, Salesflare focuses on reducing manual inputs to make your customer relationship management less time-consuming.

  • Automatically assists you to follow up leads at the right time
  • See who has discussed what with leads to avoid repetition
  • Integrates with a wide range of tools to help boost productivity
NetHunt CRM
NetHunt CRM

While the focus is on Gmail, NetHunt CRM also integrates with a growing number of other platforms for seamless customer relationship management everywhere.

  • Organise the tools you’re already using to increase efficiency
  • Use automation and drip campaigns to eliminate manual tasks
  • Help available to transfer data over from your current CRM
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Why do you need CRM software?

Why do you need CRM software?

With ever-increasing competition for the attention of your desired customers, effective customer relationship management (CRM) has never been more important.

  • 91% of businesses with over 11 employees now use CRM

  • 74% of users say CRM has improved their access to customer data

  • The CRM industry is predicted to be worth $80m USD by 2025

However, CRM has always been a time-consuming process. It requires a high level of organisation, a good understanding of sales techniques, and a lot of invested time to make it work.

That’s why so many businesses turn to CRM software to help them nurture and convert more leads into customers, while providing a better experience.

Benefits of CRM software

Benefits of CRM software

There are many benefits of CRM software, the biggest ones being:

  • Increased sales

  • Lower cost per acquisition

  • Fewer time-consuming manual tasks

  • A more effective, streamlined sales process

  • Easier, less stressful management & reporting

Most CRM tools achieve the above by making it easier to organise customer data, often integrating with services you’re already using to make them more efficient

Many also include powerful features such as automated sales flows that significantly reduce the amount of manual input that’s needed to get results.

The best tools will help you manage both when to contact leads, and what to say to them to get the best results.

How to choose the best CRM software

How to choose the best CRM software

When deciding which CRM platform will give you the best value for money, it’s important to consider a number of factors…

Initial Setup Time

Initial Setup Time

If you’re already using CRM software, you’ll want to check if you’re able to get any help to transfer over all of your data. This will allow you to switch with the minimum amount of disruption.

If you’re new to CRM software, you’ll want to check what kind of support is available. Some companies offer phone and live chat support, some offer video tutorials and online help, others will be happy to jump on a video call to demo features to you.

While most solutions now offer cloud-based online access, keep in mind that if you do go for an offline solution, it may take longer to get up and running.

Ease-Of-Use

Ease-Of-Use

While all good CRM software will make ease-of-use one of their primary benefits, you can typically expect the more features a platform has, the more complex it will be to learn how to use.

Therefore, it’s a bit of a trade-off between getting enough features to give you what you need without over-complicating things with lots of features you’ll never touch.

Free Trial Period

Free Trial Period

Most CRM software offers some form of free trial so you can check it out before you buy. Obviously, the longer the trial period, the more time you’ll have to make sure it’s right for you.

However, other things to look out for include whether you need to add a credit card before starting the trial (if you do, you’ll probably be billed if you don’t cancel before the end of your trial period), whether the trial is limited to certain features or includes everything, and whether the trial will include multiple users so you can get feedback from your wider team.

Pricing vs Features

Pricing vs Features

Naturally, you’ll want to spend the lowest amount possible on your CRM software. That said, you also need to ensure the price you pay gives you the features you actually need.

Cheaper plans are sometimes false economy and will cost you more over time in lost sales and manual work required. For that reason, try and find a balance between paying a fair price but still getting all the features you actually need.

Look out for contract lengths too! Some CRM platforms will allow you to cancel at any time, others may tie you in for minimum contract lengths, typically 12 months.

Integrations

Integrations

If there’s a particular tool you’re using that’s important to your sales journey, it pays to check whether your chosen CRM software integrates with it.

If it does, you’ll be able to benefit from greater efficiency and more streamlined processes. If it doesn’t, you’ll need to consider whether the software still performs well enough outside of your tools to justify the investment.

Support

Support

At any time while using your CRM you may run into problems or challenges that you need help with. Online tutorials and support documentation are great and may help with most issues, but consider whether you may need more individual help such as live chat, phone or video demos.

monday.com CRM

Founded: 2012

HQ: New York, United States

Whatever it is you need to manage via your CRM, you’ll probably find the answer in the monday.com CRM platform.

It has a wide range of applications including sales pipelines, contact management, lead capturing, customers projects, marketing activities, order management, customer support, team tasks & projects, along with many others.

You can also quickly visualize your entire sales process, thanks to the very intuitive dashboards. You can also use the Automation function to reduce workflow time, by replacing repetitive tasks with this feature.

monday.com CRM could also help you to streamline your tasks, with one-click integrations, notification alerts and data syncing to a central hub all in one place.

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Pipedrive

Founded: 2010

HQ: New York, United States

This is pitched as a ‘light-touch sales CRM built for minimum input and maximum output’. It does seem very simple and intuitive software, so you won’t need a ton of training before you can get started.

In fact G2Crowd, a well known software review site, rates Pipedrive as the easiest sales tool to implement. This is designed to help salespeople keep on track with their schedule and tasks, such as making new contacts, generating leads, maintaining relationships with current customers and creating reports.

With 95,000+ users, the simple design and time-saving features are obviously popular. You get a single, streamlined view of your sales process which can be shared with your team, and time saving on data handling tasks, so you should have more time to sell.

You also get mobile access and integrations for over 100 apps from proposals and e-signatures, to automatic lead scoring are available in the Pipedrive marketplace.

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SharpSpring

Founded: 1998

HQ: Florida, United States

If you need a CRM platform that isn’t simply about lead management, SharpSpring has plenty to offer and bills itself as an ‘All-In-One Marketing Automation Platform’.

This makes it perfect for any business that needs a CRM to support their overall marketing strategy.

As well as some great CRM tools that help you prioritise hot leads, and engage with them at the key time, SharpSpring also helps you create lead generation forms and track your known leads as they navigate your website.

Add to this the ability to create powerful landing pages and even your own blog, this is a CRM that can be seen as supporting the entire user journey. Whereas other tools may only deal with managing the lead after you’ve captured it, SharpSpring supports you in capturing, nurturing, and converting the lead into a valuable customer.

You can even use SharpSpring to help manage your social media activity to ensure your social posts fit seamlessly with your CRM strategy.

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Less Annoying CRM

Founded: 2009

HQ: Missouri, United States

If you’re a small business or don’t have the need for complex CRM features, Less Annoying CRM was built for you. As the name suggests, the platform helps eliminate a lot of the complexity, giving you a simple but robust tool for following up leads effectively.

Primarily, it’s about organisation, helping you get all your customer data arranged in a way that helps you stay on track and always follow up at the right times. That means it lacks some of the intelligence of other platforms but it gives you more control over how you approach things.

This makes it a great choice for those that already have an effective process in place but need a way to stay on top of all the lead management tasks. It’s cost-effective too and keeps the ‘simplicity’ theme going on their pricing plans. There’s just one available at $15 per user per month with no contracts.

There’s a long fully functioning 30-day free trial available as well and you won’t even need to add payment information to take it for a test drive.

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Keap

Founded: 2001

HQ: Arizona, United States

While Keap will work for most types of business, it’s particularly effective for home, professional and personal service-based businesses. That’s because the focus is almost entirely on saving time and helping you do more, faster.

Perhaps most interesting of all is the way Keap blends sales and marketing automation to give you an all in one tool. The heart of this is the easy automation feature that uses a drag and drop builder to create time-saving automation with just a few clicks.

But Keap isn’t a one-trick pony and has a wide range of features to help you run a highly efficient and profitable CRM system. Those features include sales pipelines, email marketing, reporting, and much more.

There’s a 14-day free trial available with no credit card needed and three pricing tiers for businesses of different sizes. However, as you may expect with such a feature-packed software, the prices are a little higher than your more basic CRM platforms.

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Zoho CRM

Founded: 1996

HQ: California, United States

Billing themselves as ‘the world’s favourite CRM’ because of the sheer number of customers they have, Zoho CRM offers the stability and security of an established brand alongside prices that start from just £10 per user, per month.

It’s a very sales-focused platform. Which means that everything is designed to help sales teams communicate better and close more sales. Of course, you still get all of the usual management features that help save you time, but it’s their emphasis on tools that help you make better decisions that really makes them stand out.

For instance, you get an AI-powered assistant called Zia. This will help you easily pinpoint the leads most likely to convert at any given time, helping you focus your time in the right places.

Reporting features are strong too so you’ll always know what’s going on at any given time, plus there are both iOS and Android apps for on the move individuals.

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Salesflare

Founded: 2014

HQ: Antwerpen, Belgium

If you’re a small business selling B2B, Salesflare was created for you. As a platform, it’s big on saving you time while helping you convert more leads. It’s also integrated with the likes of Gmail, Office 365, Exchange, iCloud, PieSync, and Zapier.

It’s pretty standard in the way it helps reduce data input so you can focus on the stuff that really makes it a difference. However, you get help with that too thanks to Salesflare’s automated assistant which alerts you to the opportunities you have each day.

If you’re tired of communication mix-ups, Salesflare helps reduce them by showing who took what actions with each customer. There’s an API available too so you can integrate with virtually any tool out there.

There’s a no credit card required free trial available and three levels of pricing to suit teams of different sizes and needs.

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NetHunt CRM

Founded: 2016

HQ: Kyyiv, Ukraine

Framed primarily as a way to turn your Gmail into a fully functioning CRM system, NetHunt actually has much more to offer as it also can integrate with 19 platforms (though some are still in development) including LinkedIn, Intercom and Facebook Messenger.

NetHunt CRM is, therefore, designed to work seamlessly with your existing processes so you can get up and running faster. Powerful features such as drip campaigns and lead capturing are enhanced by the fact the platform removes much of the manual data entry you may be used to.

There’s plenty of CRM automation features available too with a customisable lead nurturing tool that allows you to specify what should happen to leads under which conditions.

There’s also a 14-day no credit card required free trial and a complete process in place to help you switch over from your existing CRM.

Claim 14-Day Free Trial

Compare the full list of available CRM Software products in the Adzooma Marketplace

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