1359 results
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monday.com, a robust CRM software, ideal for customer relationship management with a highly secure environment for your customer data. Learn more about monday.com
monday.com is a powerful CRM platform that allows you to seamlessly manage all things CRM in one highly secure place. Its easy setup and intuitive interface mean smooth on-boarding and fast adoption for your team. Easily manage customer relations with effective automations, integrations, dashboards, customizable workflows, and multiple data views. Save time, boost efficiency, and connect everything from sales pipelines to customer projects directly to a CRM platform that meets your unique needs. Learn more about monday.com

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Learn more about Pipedrive

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Learn more about Smartsheet
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features. *2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research Learn more about Smartsheet

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
New Zealand Local product
A marketing automation platform that helps businesses design, automate & manage campaigns across email, mobile & digital platforms Learn more about Touchpoint MX
Engage your customers with intuitive, personalized marketing communications. Drive conversions, reduce churn, and personalize the way you engage your customers across every interaction with powerful marketing automation that is flexible enough to support all your campaigns. We specialize in email, SMS, microsites, web forms, reward, loyalty & training programs Learn more about Touchpoint MX

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution built on an omnichannel platform. Learn more about Zoho CRM
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system. Learn more about Zoho CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Keap's platforms, Grow, Pro, Max and Max Classic provide all-in-one CRM, sales, and marketing automation software Learn more about Keap
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sales and marketing solution that combines CRM, social network/email marketing, task/project management, ticketing, and survey tools. Learn more about GreenRope
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your team do more with less. With sales, marketing and operations all built-in to the same system, you become a lean, data-driven organization. Increase collaboration, drive sales, build better relationships, and deliver optimized omnichannel customer experiences. Learn more about GreenRope

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution. Learn more about NetSuite
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle¿from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support. Integrates key customer metrics with financials in one unified system to give you end-to-end business visibility, so you can turn complex challenges into smart solutions Learn more about NetSuite

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Easy to use CRM with optional marketing that helps you work smarter by managing and tracking your leads, customers and engagement. Learn more about Really Simple Systems CRM
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small and mid-sized organizations yet also perfect for larger teams, our CRM is super-easy to set up and simple to use. There’s a customizable Sales CRM, plus Marketing and Service options and 3rd party integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Really Simple Systems CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sell more, in less time, every time with Prospect, the #1 Stock-Aware CRM - perfect for Wholesalers, Distributors & Manufacturers. Learn more about Prospect CRM
If you sell products from stock B2B and use one of the following Inventory Management or Accounting Systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need: Unleashed Software, QuickBooks Commerce, Cin7, DEAR Inventory, Katana, QuickBooks Online, Xero, Sage 50, Exchequer, Access Dimensions, Pegasus Opera. Prospect is the #1 CRM for growing Wholesalers, Distributors & Manufacturers. Learn more about Prospect CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ERP software for job shops, custom and mixed mode manufacturers and make to order manufacturers. Learn more about M1 ERP
M1 is subscription cloud-based ERP software for manufacturers, enabling you to tie your business operations together in one system to centralized your data. It lets you coordinate and share data across various functions within your businessfrom sales, inventory, scheduling, production, shipping, and more. M1 helps you grow. Learn more about M1 ERP

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Small business software to manage leads, customer information, contact history and reminders, and emails. Learn more about Less Annoying CRM
BEST FOR 1-20 USER ACCOUNTS - Less Annoying CRM is a simple customer relationship manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Learn more about Less Annoying CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ActiveCampaign CRM helps you sell more in less time by combining automated lead prioritization, task creation, and contact management. Learn more about ActiveCampaign
ActiveCampaign's CRM combines contact organization with sales automation, helping you sell more in less time. Prioritize your leads, keep track of your tasks, and automate contact management so nothing falls through the cracks. See your whole sales process at a glance and track every interaction, keeping your team on the same page. Features like lead scoring, win probability, and automated segmentation combined with marketing automation turns your team into a well-oiled, deal-closing machine. Learn more about ActiveCampaign

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Bitrix24 is the fastest growing free CRM software used by over 8 million companies worldwide. Email marketing, quotes, invoicing too. Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 8 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages. Learn more about Bitrix24

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform. Learn more about EngageBay
EngageBay CRM offers a rich features set which enables you to manage your customer relationships better. It also comes with a full stack of Marketing, Sales and Service automation features to scale your business. The wide list of features allow you to capture leads, nurture and engage with them, convert to happy customers and provide superior customer experience using the unified platform. Stop paying for features that you do not need and switch to EngageBay today. Learn more about EngageBay

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Finally, a digital sales platform purpose-built for manufacturers that unites CRM with CPQ and Commerce. Learn more about In Mind Cloud
Manufacturers, drive successful sales outcomes with a smart, connected platform and manage your customers and their needs across all channels! This is your ticket to boost sales efficiency from lead-to-order through one platform. Pipeline Management, Forecasting & Reporting; Customer 360: Email, Conversations, Purchase History; Sales Cockpit; Full Sales Network and Channel Collaboration Tools In Mind Cloud is the world’s only scalable digital sales platform made for manufacturers. Learn more about In Mind Cloud

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM. Learn more about Odoo
With over 5 million users, Odoo is the #1 open-source CRM software! Sales teams can easily keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create incredible marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated app. Learn more about Odoo

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Powerful CRM for teams of 1-100 that love Macs. Integrate with Apple Mail, share with Apple Contacts & iCal, use Siri and more! Learn more about Daylite for Mac
Daylite is a powerful CRM for teams of 1-100 employees that love Macs. Integrate with Apple Mail, share with Apple Contacts and iCal, use Siri and more! Get an overview of communication with clients, status of projects and deals all in one app. Easily customizable. Flexible and grows with you. Save time with Daylite so your team can handle more clients, deals, and projects. Learn more about Daylite for Mac

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The only choice for comprehensive sales enablement. Learn more about SalesRabbit
SalesRabbit's game-changing methodology is based on research they've done with sales pros and the top teams in the industry. It targets the main traction points of every successful organization: rep motivation, team efficiency, and sales mastery. The app is built to help your company make changes that enable peak performance at every door. Their dedicated CSMs and support staff work with you to implement these strategies, ensuring you get the results every door-to-door company hopes for. Learn more about SalesRabbit

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial. Learn more about Capsule

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Caspio is the world's leading NO-CODE platform for building online database applications without having to write code. Learn more about Caspio
Caspio is the world's leading NO-CODE platform for building custom CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Zendesk Sell is sales CRM software that helps you close more deals. Learn more about Zendesk Sell
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Learn more about Zendesk Sell

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
----> NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Learn more about NiceJob
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Integrate NiceJob with your CRM to see who your biggest fans are to identify and nurture opportunities for repeat business. Or, use NiceJob as a lite CRM to manage your leads and customers. No contracts, 14-day free trial, then just $75/month. ----> Try it free at get.nicejob.co <---- Learn more about NiceJob

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Learn more about Salesflare
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
CRM + Event Management + Campaigns = The best Event CRM on the market. Learn more about Glue Up
Try our Event CRM to manage your customers, as well as to plan, promote, and execute one or hundreds of events, large and small, efficiently from start to finish. Join companies like KPMG or Facebook, and drive revenue, save time and increase ROI with a full suite of high-performance tools that streamline operations and maximize engagement. Keep data synchronized in a central location and leverage it to establish lasting relationships. Glue Up (formerly EventBank) is an all-in-one software. Learn more about Glue Up

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package Learn more about InfoFlo
We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync. Learn more about InfoFlo

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Unite CRM with project planning, resource management, tasks, timesheets, billing & reports in one platform built for Google Workspace. Learn more about VOGSY
VOGSY unites sales and project teams in one user-friendly platform built for Google Workspace. Automate quotes and invoices with easy Google Docs templates and plan a profitable pipeline with CRM synced to projects, resource planning and forecasting. With customer profitability charts, you'll know at a glance which customers are making you money and which ones aren't. Assign tasks to resources from Gmail, follow up with clients and prospects faster, win more deals and make sales predictable. Learn more about VOGSY

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Collaboration platform built for email management, customer support, and task management. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around the following 3 pillars: -Inbox management: Managing emails can be a tedious task. Rooftop helps you classify, process, and retrieve emails easily. - Collaboration: Rooftop was built to make it possible for teams to collaborate on emails and tasks. - Task management: Manage all your tasks and projects in Rooftop. You can build all kinds of workflows and sales pipelines. Learn more about Rooftop

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Chatabox is a simplified CRM platform for business that is packed with lots of features and competitively priced from $35 AUD dollars. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus an array of other features starting from $35 AUD dollars. Learn more about Chatabox. Learn more about Chatabox

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
A custom CRM for the NFP sector for Australia and New Zealand. Preferred by the Department of Community Services, Health & NFP's Learn more about ChilliDB
A custom CRM for the NFP sector, with built in assumptions based around the work flow, reporting, client and stakeholder management needs of NFP's in the Asia Pacific region. The key to consistent service delivery, team collaboration in different locations and time zones, better stakeholder relations, improved knowledge management and event delivery. ChilliDB has the dominant market share of medicare locals in Australia and strong network of peak bodies, councils, industry bodies and NFPs. Learn more about ChilliDB

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Donarius will make it easy for you to keep track of customers, sales, leads and accounts receivable. Learn more about Donarius for Business
Donarius helps in the day-to-day running of your business by tracking sales, customers, leads and accounts receivable. Print invoices and sales receipts, email invoices as PDFs and follow-up on leads to get new customers (i.e. convert leads into paying customers) Design your own invoices so they look the way you want. Includes free setup of one customized invoice - just email us a sample. Also keeps track of accounts receivable. Add your own products/prices. Only $63.97 for the base version. Learn more about Donarius for Business

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM access from anywhere at anytime with the mobile app for IOS and Android. Learn more about TOCA CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SmartSales is an all-in-one field sales app that eliminates paperwork and allows reps on the road to sell more and better. Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. - Territory management: Prospects and customers are geolocated and can be segmented. - Constant accuracy: Stocks, prices, and docs are always up to date. - Keep track of everything: Customize and generate in-depth visit reports as well as succinct notes. - Action-driven: Place orders right away in the app. No more extra waiting time. Learn more about SmartSales

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth. Learn more about Salesforce Sales Cloud

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Learn more about Mailchimp

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Learn more about Zendesk

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Freshdesk is an easy-to-use customer service software that helps over 40,000 businesses worldwide create stellar customer experiences.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues across channels effortlessly. With Freshdesk, you can also automate workflows, offer convenient self-service options, manage SLAs, and generate reports. Freshdesk is used by over 40,000 customers, including Bridgestone, HP, Harvard University, and DHL. Learn more about Freshdesk

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2020.
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. Learn more about ClickUp

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Automate every part of the recruiting lifecycle with Bullhorn's recruiting software built for staffing and recruiting agencies.
Bullhorn is the global leader in software for the staffing and recruiting industry. More than 10,000 staffing companies rely on Bullhorn's cloud-based platform to drive sales, build relationships, and power their staffing processes from start to finish. Headquartered in Boston, with offices around the world, Bullhorn is founder-led and employs more than 950 people globally. To learn more, visit www.bullhorn.com or follow @Bullhorn on Twitter. Learn more about Bullhorn ATS & CRM

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Run your business your way with a fully integrated CRM for small to medium sized businesses.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today. Learn more about Marketing 360

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SharpSpring offers powerful, flexible marketing automation with fully integrated CRM and social media management for agencies and SMBs.
SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform, open architecture and free customer support, along with flexible contracts, drive real results for a growing business or digital marketing agency. Learn more at sharpspring.com. Learn more about SharpSpring from Constant Contact

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Act! CRM empowers small businesses to build and manage client relationships.
Act! CRM empowers you to build and manage client relationships and leads to drive new, repeat, and referral business. With everything you need to stay on top of engagements, take action, and run your sales in marketing in one place, you’ll use Act! to make your business stronger every day. Learn more about Act!

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification

CRM Buyers Guide

What is customer relationship management software?

Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.

The benefits of customer relationship management software

  • Easy access to customer data: A customer relationship management system includes a searchable database that allows users to access client and prospect information during meetings. Some solutions also let users sync information across multiple devices, offering them access to the most up-to-date information on customers from anywhere.
  • Streamlined processes through automation: Customer relationship management software lets users standardize different workflows and processes associated with sales, marketing, and customer support to increase coordination between these teams.
  • Actionable insights on business performance and customer behavior: Vendors of some customer relationship management tools offer analytics functionality, which allows users to create customizable dashboards and reports based on customer data. These reports help in segmenting customers, tracking revenue, and managing personalized campaigns.

Typical features of customer relationship management software

  • Contact management: Create a searchable database of customer and prospect information.
  • Track interactions: Document conversations with customers and prospects on different channels such as phone, email, live chat, or in-person.
  • Lead management: Track and manage leads throughout the customer lifecycle. This involves lead capture, storage, distribution, nurture, segmentation, and pipeline management.
  • Calendar/reminder system: Create reminders about calls or meetings and synchronize these with the user’s calendar. A user can also set reminders via desktop notifications, calendar notifications, emails, or text messages.
  • Document storage: Store, share, and manage documentation and paperwork.
  • Segmentation: Divide the customer base into groups based on attributes such as age, gender, location, and preferences in order to create targeted sales and marketing campaigns.

Considerations when purchasing customer relationship management software

  • Types of customer relationship management tools: A customer relationship management system falls into at least one of three buckets based on their functionalities: sales automation, marketing automation, and customer service and support. Sales automation solutions help users manage inventory, order processing, and sales reporting. Marketing automation solutions help users create and manage marketing campaigns. Customer service software helps track and manage customer queries. Users should assess their customer relationship management system needs and shortlist products that meet their specific needs.
  • Total cost of ownership: The market is flooded with solutions that offer different pricing models depending on functionality breadth and deployment options, among other factors. But these options also differ in the total cost of ownership, depending on multiple criteria such as mode of deployment (cloud-based vs. on-premise), training time and costs, implementation time, and technical support costs.
  • Data storage capabilities: Customer data is at the heart of a customer relationship management system. But the software also stores other data such as customer interactions, calendars, and campaign performance metrics. This makes adequate data storage a must-have when purchasing a solution. Buyers should assess their current data needs and estimate future needs.
  • Adoption of a social customer relationship management system is on the rise: Social media usage is growing faster than ever. According to the Global Digital Report 2019, there are currently about 3.5 billion active social media users, indicating a 9% year-on-year growth compared to 2018. To build a social media strategy, small businesses can use social customer relationship management software that helps them manage their social media channels, run marketing campaigns, and track campaign performance in real time. Capterra's customer relationship management software directory allows you to search for software by the desired feature, including social media integration.
  • AI is the future of small business customer relationship management tools: Small businesses are realizing the role that artificial intelligence (AI) can play in boosting the performance of customer relationship management software. According to a Salesforce survey, fast-growing SMBs are twice as likely to use AI when compared to slow-growing SMBs. An important application of AI in a customer relationship management system is chatbots: According to a Capterra technology trends report, 68% of small and midsize businesses are either currently using or plan to implement chatbots.