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

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
No
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Support
Email
Not available
Chat
Not available
Phone
Not available
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Features
Number of Contacts
info
Unlimited
Contact Management
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Yes
Website Forms
info
Yes
Bulk Emails
info
Yes
Shared Inbox
info
No
Email Scheduling
info
No
Segmentation
info
Yes
Custom Fields
info
Yes
Workflow & Approval Automation
info
No
Pipelines
info
Yes
Conversational Bots
info
No
Outbound Calls
info
Yes
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
Yes
Roles & Permissions
info
No
File Sharing
info
Yes
Territory Management
info
Yes
Commission Management
info
No
Task Planning
info
No
Mobile App
info
Yes
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Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
No
A/B Testing
info
Yes
Custom Reports
info
Yes
Contact Scorings
info
Yes
Sales Forecasting
info
No
Predictive Forecasting
info
No
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Integrations
No. of Native Integrations
info
43
API Access
info
Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
12
Zapier Actions
25
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Security
SSO
info
No
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
Yes
GDPR Compliance
info
Yes
Audit Logs
info
No

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

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

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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$12/month

Brevo

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Rank 5

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Brevo offers a unique combination of CRM, email marketing, and automation tools, designed to cater to the needs of growing businesses. Their platform is great for advanced segmentation and personalization, making it great for businesses looking to streamline their marketing and CRM in one place.

In top 3 for

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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
$12
Included Users
Unlimited
Price per Additional User
$12
Free Plan
Yes
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Support
Email
Yes
Chat
Yes
Phone
Yes
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Features
Number of Contacts
info
Unlimited
Contact Management
info
Yes
Website Forms
info
Yes
Bulk Emails
info
Yes
Shared Inbox
info
Yes
Email Scheduling
info
No
Segmentation
info
Yes
Custom Fields
info
No
Workflow & Approval Automation
info
Yes
Pipelines
info
Yes
Conversational Bots
info
No
Outbound Calls
info
No
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Team Management
Maximum No. of Users
info
Unlimited
Lead Assignment
info
Yes
Roles & Permissions
info
Yes
File Sharing
info
Yes
Territory Management
info
No
Commission Management
info
No
Task Planning
info
Yes
Mobile App
info
Yes
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Reporting
Data Import & Export
info
Yes
Email Tracking
info
Yes
Sales Insights
info
Yes
A/B Testing
info
No
Custom Reports
info
No
Contact Scorings
info
Yes
Sales Forecasting
info
Yes
Predictive Forecasting
info
No
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Integrations
No. of Native Integrations
info
64
API Access
info
Yes
Gmail
Yes
Outlook
Yes
Zapier Triggers
3
Zapier Actions
2
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Security
SSO
info
Yes
Two-Factor Authentication
info
Yes
SOC 2 Compliance
info
No
GDPR Compliance
info
Yes
Audit Logs
info
No
Show more
  • 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

Jacinto M.

Updated: May 28, 2024

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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