Top 5 Best CRM Software / Platforms 2023

 

What is a CRM Software / CRM Platforms?

CRM stands for Customer Relationship Management. It is a software platform designed to help businesses manage their interactions with customers and potential customers. The goal of CRM is to enhance relationships with customers to drive business growth.

This tool helps to connect sales, marketing, and customer service. The purpose of CRM software is to help companies better manage their clients through the introduction of systems processes and procedures.

What is the Need for CRM Software / CRM Platforms?

A CRM system helps businesses keep customer contact details up to date and tracks all client account information. It is designed to improve customer relationships and increase customer lifetime value (CLV). In short, CRM allows sales employees to spend more time with customers, helping to build a strong customer base.

It is an essential tool for lead generation, enabling access to past customer data, such as previous marketing campaigns, purchases, and service satisfaction. CRM software automates these processes, creating a better experience for both businesses and their clients.

What is a Social CRM Method?

Social CRM, or social customer relationship management, is the integration of social media channels into CRM platforms. Most CRM platforms support social media along with traditional channels, so clients can interact with the business via their preferred channels.

What is a Traditional CRM method?

Traditional CRM is a business strategy with a set of applications. It generally focuses on traditional methods of communication with your clients and prospects. Methods of communication may include phone calls, emails, and conversion notes from live meetings.

Top 5 Best CRM Softwares


The following list provides five of the best CRM service providers in this particular software field. From here, you may choose the best CRM service for your business and the clients you represent.

1. HubSpot

HubSpot CRM - Free CRM for Small to Enterprise Businesses

HubSpot is primarily a marketing CRM that also offers sales solutions for companies. It enhances business lead generation, allows users to visualize their sales funnel, better nurture and segment leads into different categories, and engages with clients across multiple channels.

Features

  • Contact Management: Centralize all customer interactions and access contact details in one place.
  • Sales Automation: Automate personalized emails and follow-up tasks to stay top of mind throughout the sales process.
  • Sales Pipeline Management: Easily add deals, assign tasks, and monitor progress with user-friendly dashboards for seamless tracking.
  • Reporting and Analytics: Gain full visibility into your processes to forecast effectively and achieve exceptional results.
  • Document Management: Create a library of valuable sales content, share documents directly from Gmail or Outlook, and track which content closes deals.

Pros:

  • Easy to Use: HubSpot features a user-friendly interface, making it accessible for users of all technical levels.
  • Free Version: HubSpot offers a free version of its CRM, enabling businesses to start using it without significant upfront costs.
  • Customized Notifications: Users can set up customized notifications to stay informed about important events and updates.
  • Activity Tracking: The platform tracks activities like emails and calls, providing a clear view of customer interactions.

Cons:

  • Costly: Although HubSpot offers a free version, its advanced features and higher-tier packages can be expensive for businesses with limited budgets.
  • Template Customization Challenges: Customizing templates may be difficult without advanced CSS skills.

Price:

  • Starter – $20 per month
  • Professional – $500 per month
  • Enterprise – $1200 per month

2. Salesforce

Salesforce CRM - Cloud Based Web CRM

Salesforce is a cloud computing software that performs as a service company and provides customer relationship management (CRM). This software allows businesses to use cloud technology to better connect with customers, partners, and potential customers. The software helps businesses to track customer activity, market to customers, and many other services.

Features

  • Contact and Account Management: Manage and track customer interactions and account details in one central location.
  • Sales Management: Gain a clear view of the sales pipeline, helping sales reps prioritize opportunities and move deals forward.
  • Sales Forecasting: Forecast future sales revenue, allocate resources effectively, and make smarter decisions with advanced analytics.
  • Mobile App: Access important customer data and tools from anywhere.
  • Workflow Automation: Streamline repetitive tasks with workflows, improving efficiency and reducing manual errors.

Pros:

  • Wide Application Integration: Connects with a variety of applications for enhanced functionality.
  • Robust Features: Offers comprehensive and powerful features to meet diverse business needs.
  • Training Resources: Provides detailed and thorough training resources to maximize platform use.
  • Advanced Reporting: Includes great and in-depth reporting capabilities for insightful data analysis.

Cons:

  • Costly: High price tag.
  • Time-Consuming Setup: Requires a lengthy setup process.
  • Hidden Costs: Involves additional hidden expenses that increase the overall cost.

Price:

  • Essentials – $25 per user/month
  • Professional – $75 per user/month
  • Enterprise – $150 per user/month
  • Unlimited – $300 per user/month

3. Freshsales

Freshsales CRM - Easy to use for All size Business

Freshsales CRM is another cloud-based CRM solution. It helps businesses from various industries manage their conversion with existing and potential customers.

There are many key features to include such as one-click phone, sales lead tracking, sales management, event tracking, etc. Customers can also send personalized bulk emails from the solution and monitor activities on these emails.

Features

  • One-click to Call: No extra software or hardware installation cost is required to call a customer. Also, no set-up charge and no wasted time on dialing phone numbers. You just need to click the phone number to place calls directly from Freshsales.
  • In-depth Customer Insights: Provides website and in-app tracking features to learn in-depth customer insight.
  • Manage Leads: It helps the team identify and track promising leads to the auto lead assignment and lead scoring, along with appointments, tasks, and note scheduling features.

Pros :

  • Simplicity: Simple to use, features and functionalities are easy to understand for your business.
  • Effective Customer Engagement: Improve customer engagement. You can track the progress of your leads and the development of client prospects. It sends frequent reminders, so you will not miss out on any important activities.
  • Smooth Integration: Easily connects with other third-party applications and tools. You can manage all your sales, marketing, leads, and other data in one place.

Cons:

  • Difficult Data Search: It is difficult to find data when there are several pages available. Must always start on the first page. This becomes an unmanageable process.
  • Slow Uploading: It does not have an upload in bulk function. To load files, you need to do it one by one. T
  • Poor Dashboard: This platform does not provide the most efficient dashboard.

Price:

  • Free – $0 per user/month
  • Growth – $29 per user/month
  • Pro – $69 per user/month
  • Enterprise – $125 per user/month

4. Zoho

Zoho CRM - Best Lead management CRM

Zoho is a SaaS-based customer relationship management software solution. It provides sales, marketing, contacts, customer support, and other business management functions. Zoho CRM is available in several versions.

Features

  • Contact Management: Receive real-time notifications from customers, view all customer conversations, and manage contacts efficiently.
  • Sales Automation: Automate routine sales tasks, allowing sales reps to focus on generating and nurturing leads, and closing deals.
  • Sales Reports & Forecasting: Forecast revenue, set team targets, identify bottlenecks with real-time data, and allocate resources more effectively.
  • Customizability: Use custom fields, buttons, and layouts to capture prospect information, create custom views, and localize language and currency to fit your business.
  • Integrations: Offers extensive integrations with helpdesk software, bridging the gap between sales and support teams.

Pros :

  • Feature-Rich Platform: It offers an extensive array of features, including social media integration (LinkedIn, Facebook, etc.) and robust email capabilities, providing versatile communication options for businesses.
  • Seamless Integration: Integrates with other tools such as Zoho project management and email, streamlining workflows and improving collaboration across different departments.
  • Mobile Accessibility: Offers mobile editions for Android and iPad/iPhone devices, enabling users to access customer information and sales records on the go, ensuring timely updates and seamless connectivity.

Cons:

  • Restricted Custom Fields: Zoho CRM imposes a limit of 150 custom fields per module, which may be insufficient for businesses with complex data requirements. Users may need to upgrade their plan or seek alternative solutions if additional fields are necessary.
  • Complex Campaign Management: Zoho CRM’s campaign management tools can be intricate and prone to issues, particularly when importing leads from social media platforms and tradeshows. This complexity may hinder the effectiveness of marketing campaigns and lead-generation efforts.

Price:

  • Standard – $14 per user/month
  • Professional – $23 per user/month
  • Enterprise – $40 per user/month
  • Ultimate – $52 per user/month

5. Pipedrive

Pipedrive CRM - Full Featured User interface to overview deals

Pipedrive CRM is a web-based sales CRM. This tool provides a pipeline management solution that allows businesses to plan their sales activities and monitor deals.

It can be accessed from anywhere at any time using any web browser or mobile application. An activity and goal feature allows users to track the pending activities in each pipeline. It offers custom sales reporting tools to monitor individual and team-level targets, analyze sales and generate visual reports.

Features

  • Contact and Account Management: Store and retrieve information associated with client contacts and accounts. Also, you can track a company’s communication and information regarding contacts and accounts.
  • Desktop Integration: This allows users to sync their email, calendar, and contact tools with their CRM system. It includes Microsoft Outlook and Google integration.
  • Email Marketing: Pipedrive’s component allows users to send bulk emails. Also, common features include creating email templates, social media integration, subscriber list management, sign-up forms, success rate reports, and auto-responders.
  • Reporting: It provides enabling reporting of all data contained within the system. You can generate standard reports as well as create ad-hoc reports.

Pros:

  • Easy to Use: Easy to use, design is more user-friendly compared to other options. The UI of Pipedrive gives you visual pipelines that represent sales deals.
  • Reliability and Safety: It uses a secure connection to encrypt the information. Most importantly, it uses secure hosting and multiple backups.
  • Third-party Integration: Easily connects with other programs and services you’re already using. It automatically shares data between systems in real time and integrates with popular productivity applications like Google Maps, Google’s G Suite, Mailchimp, and more, making business operations smoother.
  • Reports and Analytics: It offers a live dashboard to check the status of the deals by a person, newness wins, losses and activities. Also, you can check if the reports are either by an entire company or a specific user. The reports are visually appealing and easy to understand as well.

Cons:

  • Lack of Built-in Project Management Tools: This tool does not include project management tools within its software, which may require users to utilize additional software for project tracking and collaboration.
  • Deal Duplication Issues: When merging deals with multiple users, only one person remains after the merge, potentially leading to confusion and loss of information for team collaboration.
  • Email and Reporting Limitations: Pipedrive’s email features lack robust automation capabilities, limiting its effectiveness in streamlining communication workflows. Additionally, its reporting functionality is restricted to displaying top performers for deals and revenue generated, offering limited insights into sales performance and efficiency.

Price:

  • Essential – $9.90 per user/month
  • Advanced – $19.90 per user/month
  • Professional – $39.90 per user/month
  • Enterprise – $59.90 per month

Conclusion

Whether your business is large or small, there is the perfect CRM software tool for you. Simply choose what may work best for your needs. Because when your business begins using software that makes tasks simple and automated, it gives you more time to engage with clients and customers. No longer worry about spending time filling out mundane paperwork. CRM software does the work for you.

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