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With so many different customer relationship management (CRM) software available, figuring out which is right for you is tough. You know you want software to help you strengthen your customer relationships, improve customer service, and increase sales, but you need to figure out which software is best. In this post, I'll help you make this choice easier by sharing my insights on the best customer relationship management software to manage interactions with your current and future customers, based on my personal CX experience.

What is Customer Relationship Management Software?

Customer relationship management (CRM) software are tools designed to manage and analyze all customer interactions throughout the entire customer lifecycle with the end goal of strengthening business relationships, improving customer retention, and increasing sales. Key features include a contact database, an interaction tracking log, workflow automation, lead tracking and management tools, and integrations with other software systems to help you optimize your operations.

Using CRM software offers numerous benefits, including improved service and customer satisfaction, improved customer retention, and more efficient business operations. CRM systems also support better data-driven decision-making by collecting data to give you a deeper understanding of your customers' needs so you can satisfy them effectively.

Overviews of the 10 Best Customer Relationship Management Software

Here’s a brief description of each customer relationship management software to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.

Best for lead capturing and management

  • 14-day free trial
  • From $12/user/month (billed annually, min. 3 seats)
Visit Website
Rating: 4.6/5

monday CRM helps you manage customer relationships by centralizing communication, automating tasks, and organizing data in one place. You can track every interaction, set up email sequences, and monitor team performance to keep deals moving.

The platform makes it easy to automate sales tasks with no-code workflows. You can create automated email sequences to nurture leads and follow up with customers without manual effort. Task reminders help your team stay on top of their workload, ensuring no deal slips through the cracks. The system also flags duplicate leads and accounts, reducing data clutter and improving accuracy.

Another key feature is its sales forecasting tools. You can set deal values and close probabilities, then track actual sales versus projections. The dashboard breaks down forecasts by sales reps, months, and other key factors, giving you insights into performance trends.

Some integrations include Slack, Gmail, Microsoft Teams, GitLab, Mailchimp, Excel, Outlook, DocuSign, Google Drive, HubSpot, Salesforce, and Jira.

CRM software with AI-powered customer insights

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.6/5

Velaris is a customer success platform designed to assist teams in understanding their customers. The platform offers AI-powered tools such as analytics, success plans, collaboration tools, and automation. It integrates customer information from various systems into a single interface, providing a comprehensive 360-view of customer accounts and data.

One standout feature of Velaris is its AI-powered analytics, which provide deep insights into customer behavior and health. This allows businesses to proactively address potential issues and capitalize on upsell opportunities. The platform's dynamic health scores, tailored to each customer lifecycle stage, offer a nuanced understanding of customer engagement, enabling more personalized and effective interventions.

Another significant advantage of Velaris is its robust automation capabilities. The platform includes an intuitive drag-and-drop automation builder that allows users to create complex workflows.

Integrations include Slack, Microsoft Teams, Intercom, MailChimp, Outlook, Google Drive, HubSpot, Jira, and Salesforce.

CRM software to help you engage customers in multiple channels using one platform

  • 15-day free trial
  • From $14/user/month (billed annually)
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Rating: 4/5

Zoho CRM is a customer experience platform that allows you to engage customers throughout their entire life cycle. It uses artificial intelligence to learn from customer interactions to provide useful suggestions like the best time to contact customers or predict business trends. Zoho CRM has an analytics feature that uses data across your entire organization to provide you with an impact analysis of business decisions, helping you minimize risks and increase your potential for success.

Zoho CRM is the best CRM for you if you want the ability to handle all customer interactions in different channels using one platform because of Zoho CRM’s omnichannel engagement feature. Using Zoho CRM, you can engage customers and provide them with exceptional customer service experience whether they prefer to receive communications through live chats, emails, phone calls or through their social media accounts. You can also use Zoho CRM to personalize communications helping you nurture and qualify leads.

Integrations include Microsoft Office 365, Microsoft Teams, Google Drive, Zapier, Zendesk, and ServiceNow.

Zoho CRM pricing starts at $14/user/month, and they offer a 15-day free trial.

Sales CRM software tailored to small manufacturers

  • 30-day free trial
  • From $49/user/month
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Rating: 4.3/5

MRPeasy is an AI-powered MRP software designed for small manufacturers, offering accurate production planning, real-time inventory overview, and precise on-time deliveries. With its integrated manufacturing software, it allows small manufacturers to improve customer satisfaction, estimate costs and lead times, and ensure seamless communication between different departments.

As a CRM software, MRPeasy offers customer data management, order tracking, and enhanced communication within the company, ensuring all departments have access to up-to-date customer information. The software's customization, scalability, analytics, and reporting capabilities further support strategic business decisions and customer relationship enhancement. Its integrated approach also means that customer orders can align directly with the manufacturing timeline, so you can provide accurate updates about production where needed.

Integrations include Amazon, Xero, WooCommerce, BigCommerce, Crossfire, Dropbox, Google Drive, OneDrive, HubSpot, QuickBooks, ShipStation, Salesforce, Shopify, Zapier, and more.

Sales CRM with voice and text messaging capabilities to help you stay in touch with customers

  • Free trial + free demo
  • From $19/user/month
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Rating: 4.2/5

Zendesk Sell is a sales CRM with email marketing tools to run marketing campaigns efficiently, like unlimited email templates and bulk emailing features. With the help of Zendesk Sell’s marketing automation features, you can help provide your salespeople with the right tools to help them process more leads and increase sales. It also has a mobile app version that works on Android and iOS devices so your sales and marketing teams can access the software while on the field.

Zendesk Sell is the best sales CRM platform if you want one with a text messaging feature allowing you to assist customers easily. You can use Zendesk Sell to record customer conversations to guide you in future interactions. Zendesk Sell also has a voice-calling feature you can use to get in touch with existing and prospective customers.

Zendesk Sell integrates with other e-commerce and CRM tools like Microsoft Outlook, Shopify, Returnly, and Dropbox.

Zendesk Sell pricing starts at $19/user/month.

Sales CRM you can use to automate your marketing efforts

  • 14-day free trial
  • From $249/user/month (billed annually)
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Rating: 4.2/5

Keap is a marketing and sales automation platform with CRM features to help manage customers and increase sales. Its CRM analytics feature allows you to gain valuable insights into how you can use sales data to develop smart business decisions. You can also use Keap to generate sales reports to track sales and find trends to improve your marketing strategy.

Keap is the best CRM solution if you need help in automating your marketing strategy. It has automation features that can lead to a higher conversion rate and increased revenues. It lets users automate lead capture and follow-up, making it ideal for small businesses and start-ups with limited human resources because business owners can devote their time to other business aspects.

Keap also captures critical data like customer behavior, preferences, and likelihood to buy, giving you a better idea of converting leads into clients.

Keap pricing starts at $169/month, and they offer a 14-day free trial.

Sales CRM with team collaboration features to boost your marketing efforts

  • 14-day free trial
  • From $19/user/month

Nutshell is a CRM and sales automation software you can use to design and execute a sales process that works for your company. It has a pipeline management feature to help you view your leads and assess how to best close deals. Nutshell also acts as a contact management tool to store all customer information like contact details, purchase history, call notes, and previous conversations so your team can access them when needed.

Nutshell is the best software for you if you’re looking for team collaboration tools to augment your CRM strategy. With Nutshell, you can bring other team members to conversations with customers ensuring that customers receive the proper support during their entire customer lifecycle.

Nutshell can also boost your lead generation efforts because it allows the importation of contact information and leads from any source, including Office 365, LinkedIn, G Suite, QuickBooks, and even your phonebook or calendar.

Nutshell integrates with other CRM tools like Mailchimp, Reply, Skype, RingCentral, etc.

Nutshell pricing starts at $19/user/month, and they offer a free 14-day trial.

CRM software with an extensive contact management feature

  • 30-day free trial
  • From $25/user/month (billed annually).

Salesforce Sales Cloud is a customer relationship management software you can use to strengthen customer relationships to increase sales. It uses customer activity data to give you insights on sales opportunities you can explore. Salesforce Sales Cloud can help you save time by automating repetitive tasks like tracking activities and sending email alerts to customers.

Salesforce Sales Cloud is the best customer relationship management software for you if you want one with a robust contact management feature giving you access to critical customer information including existing cases, past interactions, customer survey results and purchase history. This CRM system gives you access to all information you need to successfully interact with customers because you know what they want and those you need to avoid during interactions.

Salesforce Sales Cloud also lets you see what customers are saying about your products and services on their social media accounts, giving you valuable insights about their issues and how you can proactively engage them to address their concerns.

Salesforce Sales Cloud pricing starts at $25/user/month, and they offer a free 30-day trial.

CRM software with help desk functionality for resolving customer issues

  • Free demo available
  • From $15/month (billed annually)
Visit Website
Rating: 4.4/5

HubSpot CRM is a customer service platform that combines critical functions like sales, marketing, and operations. You can use HubSpot’s content management system to build your website’s content, ensuring a seamless digital experience for customers. It has a workflow automation feature to help provide customers with efficient services while reducing the workload of your employees and giving them more time to focus on critical tasks and projects.

Issue resolution is one of the most critical aspects of customer service, and HubSpot is the ideal CRM for you if you want one with help desk functionality. You can use HubSpot’s ticketing feature to manage and prioritize critical tickets that significantly affect customer satisfaction. HubSpot also has an extensive knowledge base that customers can use to resolve simple and common issues resulting in fewer tickets for your customer support team to resolve.

HubSport CRM pricing starts at $45/month/2 users. They also offer a 14-day free trial as well as a freemium plan with limited features.

CRM software that can help you simplify your ticketing process

  • 14-day free trial + free plan available
  • From $15/user/month (billed annually)
Visit Website
Rating: 4.4/5

Freshdesk is an omnichannel CRM software you can use to take care of the customer service side of your business, whether concerns on your website or messages on your social media channels. You can use Freshdesk to launch your business’ contact center to attend to customers who prefer to communicate using phone calls. Freshdesk has a messaging feature to respond to messages from your website chat, WhatsApp, Facebook Messenger, iMessage, and others using a centralized platform.

Freshdesk is the best customer relationship management software that allows you to manage customer tickets efficiently because of its ticketing feature. It allows you to convert any customer issue into a ticket, assigning it to a customer service agent for a quick resolution. You can create and save canned responses to save time when responding to common issues. It also allows you to merge tickets about the same issue to conserve human resources.

Freshdesk allows the integration of other productivity tools like Microsoft Teams, WhatsApp, Slack, Shopify, and others.

Freshdesk is a free CRM, but it has a paid version that starts at $18/agent/month, and they offer a 14-day free trial.

The Best Customer Relationship Management Software Summary Table

Tool Best For Trial Info Price
1
monday CRM

monday CRM has customizable templates you can use to fit your company’s customer relationship requirements.

Best for lead capturing and management

14-day free trial

From $12/user/month (billed annually, min. 3 seats) Website
2
Velaris

The Velaris dashboard provides an overview of your customer portfolio and key metrics, like health scores and sentiments.

CRM software with AI-powered customer insights

Free demo available

Pricing upon request Website
3
Zoho CRM

You can use Zoho CRM to engage customers across multiple channels including emails, social media accounts, phones, and live chats.

CRM software to help you engage customers in multiple channels using one platform

15-day free trial

From $14/user/month (billed annually) Website
4
MRPeasy

Manage orders and monitor status to provide accurate updates to customers with MRPeasy's centralized dashboard.

Sales CRM software tailored to small manufacturers

30-day free trial

From $49/user/month Website
5
Zendesk Sell

Zendesk Sell has a text messaging feature your customer support team can use to assist customers.

Sales CRM with voice and text messaging capabilities to help you stay in touch with customers

Free trial + free demo

From $19/user/month Website
6
Keap

Keap automatically sends a follow-up to new leads, helping ensure that you maximize your lead generation.

Sales CRM you can use to automate your marketing efforts

14-day free trial

From $249/user/month (billed annually) Website
7
Nutshell

Nutshell allows you to bring colleagues into conversations with clients, ensuring that customers speak to the right person in every sales cycle stage.

Sales CRM with team collaboration features to boost your marketing efforts

14-day free trial

From $19/user/month Website
8
Salesforce Sales Cloud

Salesforce Sales Cloud allows you to manage your customers’ contact information, including their interaction history, preferences, existing cases, and customer survey results.

CRM software with an extensive contact management feature

30-day free trial

From $25/user/month (billed annually). Website
9
HubSpot

You can use HubSpot’s help desk feature to manage tickets and help resolve customer issues.

CRM software with help desk functionality for resolving customer issues

Free demo available

From $15/month (billed annually) Website
10
Freshdesk

Freshdesk allows you to handle all customer tickets in a centralized location so you can prioritize urgent tickets.

CRM software that can help you simplify your ticketing process

14-day free trial + free plan available

From $15/user/month (billed annually) Website

Other CRM Software To Consider

Here’s a few more that didn’t make the top list.

  1. Scoro

    CRM software with robust reporting capabilities for managing KPIs

  2. Pipedrive CRM

    CRM software with a pipeline management feature to help you manage sales leads and convert them into actual sales

  3. Bitrix24

    All-in-one solution with CRM, task management, and web-building capabilities.

  4. Insightly

    CRM platform for G Suite, Gmail, and Outlook users.

  5. Capsule

    SaaS CRM for start-ups, small teams, and individuals to manage contact details and sales information.

  6. Freshsales

    Sales CRM that automatically captures website visitor data as sales leads.

  7. Onpipeline

    Cloud-based sales CRM for sales pipeline management.

  8. GreenRope

    CRM with sales, marketing, customer support, and project management modules.

  9. InfoFlo

    Online and on-premise CRM for contact management, customer support, and marketing and sales automation.

  10. Really Simple Systems CRM

    CRM software to help small businesses manage their sales and marketing programs.

  11. Daylite for Mac

    CRM and business productivity app for Mac users.

  12. HoneyBook

    Client management software for small businesses that help manage projects, send invoices, and process payments.

  13. Claritysoft CRM

    CRM focused on marketing and sales automation.

  14. Odoo

    Open-source ERP and CRM with e-commerce, billing, accounting, and project management features.

  15. Accelo

    SaaS sales and marketing platform that streamlines business processes through automation.

  16. Less Annoying CRM

    CRM tool for SMBs to track sales and business processes.

  17. Apptivo

    Cloud-based customer relationship app for creating and managing customer profiles.

  18. Maximizer CRM

    Customizable CRM platform to manage customer data and track sales opportunities.

Comparison Criteria

What do I look for when selecting the best customer relationship management software? Here’s a summary of my evaluation criteria: 

1.   User Interface (UI): Is it clean and attractive?
2.   Usability: Is it easy to learn and master? 
3.   Integrations: Is it easy to connect with other tools? Any pre-built integrations?
4.   Omnichannel: Does it allow the handling of customers from a wide variety of channels

CRM Solutions: Key Features

Each CRM software will vary in scope and specialization but here are some of the key features I look for:

  • Ticketing: allows users to assign and manage tickets to prioritize critical concerns
  • Lead generation: allows users to gather customer information from website visitors and add them to the sales pipeline
  • Communication tools: allows users access to communication tools like emails, chat messages, and phone calls in attending to customer needs
  • Help desk: has a dedicated help desk feature to help customers with their concerns
  • Automation: allows users to automate repetitive tasks to save time
  • Customer database: Keep track of who all your customers are and what actions they've taken

Related Read: Live Chat Software To Connect With Your Customers At Scale

FAQs about CRM Software

Still wondering how CRM software works? These answers to frequently asked questions should clear things up further:

What does CRM software do?

Customer relationship management systems can help companies maintain positive relationships with customers to inspire loyalty and improve retention rates. A CRM software can also help salespeople gather leads that they can cultivate to generate possible sales.

CRM comes in all sizes, from smaller programs for SMBs to larger, enterprise-focued CRM software.

Why are customer relationships important?

Maintaining an excellent relationship with customers is one of the linchpins of a prosperous enterprise. When you connect with customers on a personal level, you inspire loyalty and increase your chances of generating more sales.

According to research by Microsoft, 90% of Americans consider customer service as a deciding factor on whether or not they will do business with a company. This underscores the critical role that excellent customer relationship management software plays not just in retaining customers but in attracting new ones.

Are there different types of CRM software?

There are different types of CRM software depending on your needs. Examples are CRM software for acquiring new customers in the hopes of converting them into sales leads, while others are mainly for improving relationships with existing customers.

Running a small business? Take a look at my selections for the best CRM software for small businesses as well.

Customer Relationship Management Tools: Final Thoughts

CRM software has gone a long way from being just a means of keeping in touch with customers. Nowadays, excellent CRM software can help business owners retain existing customers while attracting new ones, resulting in a high satisfaction rating and an increase in sales figures. If you don’t have a CRM platform for your company, it’s time you get one and see for yourself the difference it can make for your company. 

If you want to learn about similar software your company can use, subscribe to The CX Lead and check out what the industry-leading experts have to say.

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