Customer relationship management software started becoming popular over a decade ago. Since then, the technology behind it has seen significant development. CRMs of today are very adaptable, and as a result of the intense rivalry in this market, they have remained an investment that is only moderately expensive for companies of all sizes.
Finding the correct customer relationship management (CRM) system may be challenging since there are hundreds of alternatives to choose from, ranging from those that are extremely sales-focused to those that are all-inclusive and mix numerous company activities into one platform.
Best CRM software in 2022
The following is our list of the best CRM software for marketing automation and lead management
Salesforce CRM solutions dashboard is so straightforward and user-friendly, that navigating it is a breeze, making it easy to remain on target when working through a particular project or cultivating a new lead.
As your firm and your customers’ needs change over time, more sophisticated tools such as forecasts and assistants powered by AI may be incorporated into business packages to meet those needs. Even for first-time users, guided learning aids provide a comprehensive list of operational best practices to ensure a seamless experience.
Salesforce is able to integrate with Mailchimp, QuickBooks, Dropbox, or Google Workspace and a huge number of different platforms due to the fact that it operates one of the largest third party integrations and with that companies have the ability to truly simplify and automate their business processes.
The Salesforce Sales Cloud is easy to use and places a strong emphasis on converting your leads into customers. However, a substantial portion of your interface may be modified to better meet the requirements of your sales reps. The ability to try out new sales actions and techniques relies heavily on having a sales process that can be repeated and this crm solution helps you to do that.
The workflow builder is beneficial to small businesses because it makes it simple to automate all of the tasks that are performed regularly by your staff. The user experience of the Salesforce mobile app is quite similar to that of the Salesforce desktop version, but there is more space for customization so that it may accommodate employees in a variety of jobs.
2. Monday Sales CRM
The Monday.com Sales CRM is not only an intuitive and user-friendly platform that is geared toward effective project management, but it is also extremely modifiable with workflow automation.
This crm tool provides customers with the ability to build up notification systems and combine them with communications platforms such as Slack.
This eliminates the need for frequent status update meetings by automatically informing team members when a project or task is ready for further action. In addition, every plan comes with an infinite number of boards to help you manage your tasks and connections. You can quickly develop any number of time-saving automation using the straightforward trigger and action templates provided by Monday.com Sales CRM.
There is no need for intricate activities or laborious coding to do this. A consolidated source of data that can automatically track sent emails, preserve a record of client contacts, and help you prioritize your sales chances can save you time and boost your productivity.
Monday.com offers a free individual plan of their Sales CRM that comes with two free seats, five gigabytes of storage, and over two hundred different templates. When invoiced annually, the prices range from $10 to $14 per user each month for the Basic and Standard plans, respectively.
The Enterprise plan is available for large-scale operations that require very advanced sales automation, analytics, integration, and security. If you are interested in the Enterprise plan, you will need to contact the sales team at Monday.com Sales CRM in order to receive a quote.
Students and charitable organizations who use the Monday.com Sales CRM may be eligible for reduced or free access, and all yearly members may be eligible for savings of up to 18% on plans.
3. Oracle NetSuite
The dashboard that comes with NetSuite gives you a clear perspective of what’s being completed across all of your customer-facing departments, as well as a comprehensive view of the data pertaining to your customers.
The dashboard provides access to several useful tools and information, including key performance metrics, ongoing campaigns, new leads, and monthly data analysis. The marketing automation feature of NetSuite is accessible for campaigns across many channels, and it includes forecasting features that help you remain on top of company goals and predict the results of contract negotiations.
The mobile app makes it possible to operate without interruption from any device that is linked to the internet, and the native shipping integration that it offers can assist with the laborious task of labelling and mailing packages.
Pricing information for the Oracle NetSuite CRM module is only accessible upon request, however, it is safe to assume that the monthly cost will be in the several thousand dollar range for most small and medium-sized firms.
The decision to combine NetSuite CRM with other Oracle services is made by many clients of NetSuite CRM in order to obtain a lower overall cost per user. Oracle offers software solutions for companies of all sizes, and if you are searching for an all-in-one solution, it is well worth the effort to acquire a price estimate from the company even if the pricing is unknown, which may be a disadvantage for certain customers.
Zendesk provides help across the entirety of the customer life cycle via the use of its proprietary native integration and customer service products. It is necessary for everyone to be on the same page in order to provide customer experiences that go beyond the sales team.
Zendesk Sell is designed to optimize departmental cooperation by enabling teams in sales, marketing, and support to work together with the same consolidated data and same goals. This customer relationship management (CRM) supplier integrates data from several client touchpoints, hence preventing various departments from engaging in redundant communication or failing to give necessary context.
This is of tremendous value to companies that have intricate consumer profiles and maintain long-term connections with their clients. With Zendesk Support, for instance, your support team may be informed throughout the entirety of the customer journey, including when it comes to marketing and sales.
5. Zoho CRM
Building a bespoke and user-friendly platform with Zoho is a breeze because of the platform’s configurable interface and the hundreds of integrations that are available. Helpful features such as the Feeds notification module are conveniently located, and they may be promoted prominently across the dashboards of every member of the team.
Other useful tools include SalesSignals, which monitors interactions with customers across a variety of channels and alerts members of a team when important and time-sensitive prospective leads are available for them to pursue immediately.
Standard, Professional, Enterprise, and Ultimate are the names of the several price tiers that Zoho provides. According to the software vendor, the Enterprise package is the most popular choice; when invoiced annually, it costs $40 per user per month for access to the program.
Zia is a helpful artificial intelligence that is included in Zoho CRM, along with a customer journey command center, a mobile software development kit, Canvas visual CRM, and multiuser portals. The most sophisticated package, Ultimate, costs $52 per user per month while the Standard plan is priced at $14 per user per month.
6. Hubspot CRM software
HubSpot is an excellent choice for sales teams that want to increase their performance by centralizing data from a variety of software providers. With hundreds of integration options available in the new Operations Hub, HubSpot is a terrific alternative for sales teams.
Customers are able to quickly link third-party solutions to synchronize their customer data to the platform while also automating business operations to aid in the productivity of their team.
When all integrations with other software platforms have been successfully linked, HubSpot CRM will begin tracking sales funnel metrics, actionable insights, productivity, and performance across all of your sales operations.
In cases involving a small business, the installation of Keap may be completed in as little as twenty minutes, and every client is assigned a support manager who is solely responsible for ensuring the customer’s satisfaction with the program.
Keap offers readymade and customized templates for new pipelines, in addition to useful video guides that explain the possibilities of the program and are created specifically to assist you in expanding your business.
You don’t need any prior knowledge with coding to be able to activate automatic steps that will convert leads into sales. Additionally, you may arrange the information either chronologically or in a category view in order to facilitate easy navigation.
Also, Keap provides user-friendly statistics and helps for tracking revenue trends, the efficacy of email marketing, and the expansion of customer lists.
Not only is Keap ideally tailored to first-time users, but its price structure is also distinct from that of other CRM software suppliers and it also cloud-based crm software providers platform. Keap’s primary price tiers, Pro and Max, are determined by the number of contacts in an organization’s database.
The Pro plan begins at $139 per month for two user seats when paid yearly, while the Max plan begins at $199 per month for three user seats. Both plans are payable in annual increments. Both subscriptions feature a predetermined maximum number of contacts; however, if the monthly base is increased, the platform is able to easily accommodate more than 25,000 contacts. In addition, the firm provides a free trial period of 14 days.
8. Sage CRM
After a transaction has been completed, providing excellent service to the consumer does not end. Maintaining healthy connections with your customers is essential, as is being responsive to their concerns as soon as they are raised.
Without ever having to leave the CRM platform, your staff will be able to give support and track resolutions with the assistance of the customer care features provided by Sage CRM.
You may detect service gaps with the assistance of features that facilitate team cooperation. These features include metrics on case histories and resolution timeframes, and reporting tools enable you to produce complete visual charts and reports.
Sage CRM features a centralized repository that compiles frequent problems and the answers to those problems. You have the option of adding solutions as you go or storing solutions that have been evaluated and preapproved in the knowledge base to ensure consistency and facilitate the settlement of cases more quickly.
You also have the option of developing a web-based customer self-service portal, which allows your clients to find solutions to their problems on their own and relieves the strain placed on your support staff.
Keeping up with a fast-paced and always-changing sales environment may be difficult for companies of all sizes. SugarCRM’s software was developed with automation in mind from the beginning, and the AI-powered forecasts and discussions it offers assist teams in functioning more successfully and efficiently in a digital world.
While SugarCRM’s add-on modules expand its capacity for automation, the product’s basic features, which are fixed and cannot be customized, are designed to increase productivity regardless of user input.
You may access the information that was acquired by the automatic capabilities of SugarCRM by utilizing the consolidated overview provided by the reports and dashboard summaries.
The artificial intelligence system compiles a comprehensive history of a customer’s experience and makes predictions with a high degree of precision, therefore assisting businesses in meeting their monthly, quarterly, and yearly goals.
Depending on your needs, their pricing plans range from $49 to $1000.
It is helpful for small, medium, and big businesses to know the touchpoints in the customer journey of their customers, which may be accomplished using CRM software. However, not every business is willing to spend a fortune on an all-encompassing client management product in order to satisfy their customers’ demands.
Our reviewed list presents the most reliable customer relationship management (CRM) software currently available on the market to satisfy your requirements across all business sectors.