Easiest to Use CRM Software

We have evaluated 35+ providers to determine the best CRM software for ease of use in the following list.

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Ease of Use

Entry Price
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$15/month

Less Annoying CRM

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Rank 1

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Less Annoying CRM lives up to its name by offering a straightforward, user-friendly CRM solution, specifically designed for small businesses. Its simplicity in managing contacts and sales processes, coupled with an affordable flat-rate pricing, makes it a favorite for those seeking an uncomplicated yet effective CRM.

In top 3 for

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9.8/10
Ease of Use
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9.0/10
Support
Show details
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Pricing
Entry Plan
$15
Included Users
1
Price per Additional User
$15
Free Plan
x
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Support
Email
x
Chat
x
Phone
x
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Features
Number of Contacts
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50,000
Contact Management
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x
Website Forms
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x
Bulk Emails
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x
Shared Inbox
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x
Email Scheduling
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x
Segmentation
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x
Custom Fields
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x
Workflow & Approval Automation
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x
Pipelines
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x
Conversational Bots
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x
Outbound Calls
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x
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Team Management
Maximum No. of Users
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Unlimited
Lead Assignment
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x
Roles & Permissions
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x
File Sharing
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x
Territory Management
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x
Commission Management
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x
Task Planning
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x
Mobile App
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x
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Reporting
Data Import & Export
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x
Email Tracking
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x
Sales Insights
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x
A/B Testing
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x
Custom Reports
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x
Contact Scorings
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x
Sales Forecasting
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x
Predictive Forecasting
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x
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Integrations
No. of Native Integrations
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17
API Access
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x
Gmail
x
Outlook
x
Zapier Triggers
0
Zapier Actions
0
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Security
SSO
info
x
Two-Factor Authentication
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x
SOC 2 Compliance
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x
GDPR Compliance
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x
Audit Logs
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x

Pros

  • Enables to sign to-dos and schedule appointments for one another without leaving your CRM

  • Abitlity to access the database from any smartphone, computer, or tablet wherever you are via their mobile website

  • Offers unlimited users

Cons

  • Does not support to process payment

  • Does not have audit logs

  • Does not offer sales and predictive forecasting

  • Does not support contract management, sales orders management, quotes and invoice management

  • Cannot process payments

  • Does not offer document opening tracking

  • Does not offer email templates

Entry Price
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$195/month

Pipeliner

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Rank 2

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Pipeliner stands out with its unique visual approach to sales management, offering an intuitive and interactive pipeline interface that enhances decision-making and forecasting. Geared towards sales teams, it combines rich features with an offline mode, making it a robust choice for businesses seeking a dynamic and accessible CRM experience.

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9.3/10
Ease of Use
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9.7/10
Support
Show details
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Pricing
Entry Plan
$195
Included Users
3
Price per Additional User
$65
Free Plan
x
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Support
Email
x
Chat
x
Phone
x
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Features
Number of Contacts
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Unlimited
Contact Management
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x
Website Forms
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x
Bulk Emails
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x
Shared Inbox
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x
Email Scheduling
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x
Segmentation
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x
Custom Fields
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x
Workflow & Approval Automation
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x
Pipelines
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x
Conversational Bots
info
x
Outbound Calls
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x
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Team Management
Maximum No. of Users
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Unlimited
Lead Assignment
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x
Roles & Permissions
info
x
File Sharing
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x
Territory Management
info
x
Commission Management
info
x
Task Planning
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x
Mobile App
info
x
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Reporting
Data Import & Export
info
x
Email Tracking
info
x
Sales Insights
info
x
A/B Testing
info
x
Custom Reports
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x
Contact Scorings
info
x
Sales Forecasting
info
x
Predictive Forecasting
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x
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Integrations
No. of Native Integrations
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43
API Access
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x
Gmail
x
Outlook
x
Zapier Triggers
12
Zapier Actions
25
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Security
SSO
info
x
Two-Factor Authentication
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x
SOC 2 Compliance
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x
GDPR Compliance
info
x
Audit Logs
info
x

Pros

  • Excellent customer support

  • Ability to visually map networks & relationships you need to be aware of

  • Offers sales teams to collaborate with prospects, customers & internal teams

  • Offers unlimited leads and users

  • Ability to create and manage contracts, sales orders, quotes and invoices

  • Offers email templates

Cons

  • Does not allow to process payment

  • Does not have conversational bot

  • Cannot track document opening

Entry Price
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$30/month

Nethunt

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Rank 3

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NetHunt CRM blends into the Google Workspace ecosystem, transforming Gmail into a powerful CRM platform. It's designed for businesses seeking to centralize customer communications and data management within their existing Google applications.

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9.3/10
Ease of Use
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8.7/10
Support
Show details
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Pricing
Entry Plan
$30
Included Users
1
Price per Additional User
$30
Free Plan
x
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Support
Email
x
Chat
x
Phone
x
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Features
Number of Contacts
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Unlimited
Contact Management
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x
Website Forms
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x
Bulk Emails
info
x
Shared Inbox
info
x
Email Scheduling
info
x
Segmentation
info
x
Custom Fields
info
x
Workflow & Approval Automation
info
x
Pipelines
info
x
Conversational Bots
info
x
Outbound Calls
info
x
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Team Management
Maximum No. of Users
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Unlimited
Lead Assignment
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x
Roles & Permissions
info
x
File Sharing
info
x
Territory Management
info
x
Commission Management
info
x
Task Planning
info
x
Mobile App
info
x
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Reporting
Data Import & Export
info
x
Email Tracking
info
x
Sales Insights
info
x
A/B Testing
info
x
Custom Reports
info
x
Contact Scorings
info
x
Sales Forecasting
info
x
Predictive Forecasting
info
x
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Integrations
No. of Native Integrations
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11
API Access
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x
Gmail
x
Outlook
x
Zapier Triggers
8
Zapier Actions
8
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Security
SSO
info
x
Two-Factor Authentication
info
x
SOC 2 Compliance
info
x
GDPR Compliance
info
x
Audit Logs
info
x

Pros

  • Offers contract management

  • Has email templates for quick email formulation

  • Ability to tie every conversation to the customer record to see every client’s request regardless of the channel

Cons

  • Doesn't allow to collect payment

  • Cannot track and manage sales orders

  • Cannot create and share quotes and invoices

  • Does not allow document tracking

Entry Price
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$35/month

Salesflare

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Rank 4

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Salesflare follows an automation-centric approach, designed specifically for small and medium-sized B2B businesses. Its system automatically fills in customer data from emails, social profiles, and other digital interactions, reducing manual entry and focusing on relationship-building and sales efficiency.

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9.2/10
Ease of Use
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8.5/10
Support
Show details
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Pricing
Entry Plan
$35
Included Users
1
Price per Additional User
$35
Free Plan
x
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Support
Email
x
Chat
x
Phone
x
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Features
Number of Contacts
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Unlimited
Contact Management
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x
Website Forms
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x
Bulk Emails
info
x
Shared Inbox
info
x
Email Scheduling
info
x
Segmentation
info
x
Custom Fields
info
x
Workflow & Approval Automation
info
x
Pipelines
info
x
Conversational Bots
info
x
Outbound Calls
info
x
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
x
Roles & Permissions
info
x
File Sharing
info
x
Territory Management
info
x
Commission Management
info
x
Task Planning
info
x
Mobile App
info
x
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Reporting
Data Import & Export
info
x
Email Tracking
info
x
Sales Insights
info
x
A/B Testing
info
x
Custom Reports
info
x
Contact Scorings
info
x
Sales Forecasting
info
x
Predictive Forecasting
info
x
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Integrations
No. of Native Integrations
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189
API Access
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x
Gmail
x
Outlook
x
Zapier Triggers
6
Zapier Actions
22
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Security
SSO
info
x
Two-Factor Authentication
info
x
SOC 2 Compliance
info
x
GDPR Compliance
info
x
Audit Logs
info
x

Pros

  • Track emails, links and website visits

  • Get a LinkedIn sidebar, email sidebar & mobile app

  • Send workflows of multiple emails

Cons

  • Does not offer 2FA

  • Cannot share quotes and invoices

  • Cannot schedule emails

  • Cannot track document opening

  • Cannot manage contracts, sales orders, quotes and invoices

  • Cannot collect payments

  • Does not offer email templates

Entry Price
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$37.5/month

Monday.com

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Rank 5

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Monday.com breaks the mold in CRM software with its highly visual and customizable workflow management system. Favored by teams for its intuitive interface, it excels in project tracking and collaboration, making it an ideal choice for businesses looking to streamline communication and enhance efficiency in customer relationship management.

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9.1/10
Ease of Use
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3.6/10
Support
Show details
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Pricing
Entry Plan
$37.5
Included Users
3
Price per Additional User
$12.5
Free Plan
x
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Support
Email
x
Chat
x
Phone
x
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Features
Number of Contacts
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Unlimited
Contact Management
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x
Website Forms
info
x
Bulk Emails
info
x
Shared Inbox
info
x
Email Scheduling
info
x
Segmentation
info
x
Custom Fields
info
x
Workflow & Approval Automation
info
x
Pipelines
info
x
Conversational Bots
info
x
Outbound Calls
info
x
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
x
Roles & Permissions
info
x
File Sharing
info
x
Territory Management
info
x
Commission Management
info
x
Task Planning
info
x
Mobile App
info
x
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Reporting
Data Import & Export
info
x
Email Tracking
info
x
Sales Insights
info
x
A/B Testing
info
x
Custom Reports
info
x
Contact Scorings
info
x
Sales Forecasting
info
x
Predictive Forecasting
info
x
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Integrations
No. of Native Integrations
info
36
API Access
info
x
Gmail
x
Outlook
x
Zapier Triggers
6
Zapier Actions
22
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Security
SSO
info
x
Two-Factor Authentication
info
x
SOC 2 Compliance
info
x
GDPR Compliance
info
x
Audit Logs
info
x

Pros

  • Ability to centralize and track communication with the customers

  • Ability to manage team’s quota attainment over time, track wins and view goals for specific members or the entire team

  • Ability to seamlessly connect all the new and existing data in one place

  • One can create and manage, contracts, quotes and invoices

  • Ability to track the document opening

Cons

  • They don't have phone and live chat support

  • Quicker email formulation because of the email template availability

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  • Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.

CRM software can be a game-changer for businesses, particularly in managing customer relationships and enhancing sales strategies. But let's face it, some CRM platforms can be a bit of a challenge to navigate, especially for those new to the concept. Finding the sweet spot between power and user-friendliness is the key to successful CRM adoption in your organization.

What Makes the Best CRM Software for Ease of Use?

Our research team has dedicated countless hours to the quest for the best CRM software that is easy to use without skimping on essential features. We've conducted rigorous market research, engaged in expert consultations, and meticulously tested each software's functionality.

In our evaluation, we've considered numerous factors, each carrying a specific weight that contributes to the ease of use score for each software. Some factors were binary, either present or absent, while others needed a more comprehensive evaluation, looking at the quality and scope of features. When assessing ease of use, we deemed the following attributes most important.

  • Intuitive Navigation: A user-friendly, logically structured interface is key. We looked at how easy it was to find and utilize various features within the software. The value of a well-structured interface becomes evident when you're a sales representative dealing with multiple clients. Imagine needing to quickly access a client's purchase history or follow-up schedule. An intuitive CRM allows you to do this with ease, saving time and improving efficiency.
  • User Onboarding: The initial setup and onboarding process are crucial, especially for new users. We assessed whether the software provided clear instructions and help to get started.
  • Learning Resources: Does the software offer a well-rounded library of tutorials, guides, and FAQ sections? These resources can help smooth out the learning curve. When you're a marketing intern trying to segment a customer list for an upcoming campaign, having readily available tutorials and guides can be a lifesaver. A robust library of learning resources in your CRM software ensures you have support while learning the ropes.
  • User Interface: We reviewed the visual appeal and layout of the user interface. A tidy, uncluttered design can greatly improve user experience.
  • Features Accessibility: It's of no benefit if robust features are tucked away within convoluted menus. We considered how swiftly a user could access and use the software's main features without needing extensive training.

10 Easiest to Use CRM Software

How to Choose a Great CRM Software for Ease of Use

Selecting the right CRM software largely hinges on your unique requirements. As a small business owner, you might favor a simpler, more approachable platform. In contrast, larger organizations might need software with advanced features, but these should be readily accessible and not require extensive training to operate.

Think about what's most important for you. Is it the simplicity of the user interface, the range of learning resources, or the ease of navigating through the software?

To further support you, our Comparison Tool allows you to directly contrast different CRM software options based on several categories. If you're uncertain about your specific needs, our Finder Tool will pose a series of questions and suggest the best CRM software based on your answers.

jacinto m.

Jacinto M.

Updated: Nov 29, 2023

Sales is what I did, CRMs are what I chose to master. I enjoy testing out scenarios and new approaches to maximize efficiency. In my free time, I play chess and go on hiking adventures with my family.

FAQ

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