Best CRM Software for Features
We have evaluated 35+ providers to determine the best CRM software for features in the following list.
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Freshsales caters to dynamic sales environments, offering AI-powered analytics and a suite of automation tools. Its blend of advanced lead scoring, integrated communication systems, and intuitive usability positions it as a go-to CRM for businesses aiming to use smart technology.
Offers unlimited leads and users
Helps to integrate a blend of conversational experiences including live-chat, web, mobile and contact center support
Offer customers real-time updates via conversational bots and simplified appointment scheduling
Route service teams efficiently based on availability, proximity and skillset
Customer support takes a little long to resolve queries
Does not offer document open tracking
Does not support payment collection
Does not support contract management
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HubSpot stands out in the CRM market with its all-in-one marketing suite, integrating CRM, sales, and other tools seamlessly. Ideal for small to medium-sized businesses, it focuses on inbound marketing strategies to attract, engage, and delight customers.
Offers 1:1 video messaging
Can recommend the best time to reach out to a prospect
Offers a high level of security
Ability to collect payments
Ability to manage quotes and invoices
Expensive premium features
Limited reporting capabilities in lower-tier plans
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Close provides a CRM that's tailored for inside sales teams, emphasizing direct client engagement with features like built-in calling and email synchronization. Its strength lies in streamlining the sales process, offering an integrated platform that boosts productivity and helps teams close deals more effectively.
In top 3 for
Proactive outreach to leads and contacts in filtered, saved lists
Ability to collect payment
Ability to make outbound calls
Offers email templates
Does not offer audit logs
Is not SOC2 Compliant
Does not support managing contracts, sales orders, quotes and invoices
Cannot track document opening
Dynamics 365 Sales
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Dynamics 365 by Microsoft offers a highly adaptable CRM platform, integrating deeply with other Microsoft products and providing extensive customization options. It's particularly well-suited for larger organizations or those with complex sales, marketing, and service needs.
Offers business card scanner
Offers Competitive products and brand analysis
Supports Seller behavior and top seller analysis
Keyword, sentiment, and emotion analysis
Ability to manage sales orders, quotes and invoices
Very poor customer support
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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.
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
Doesn't allow to collect payment
Cannot track and manage sales orders
Cannot create and share quotes and invoices
Does not allow document tracking
- Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.
You typically have to wade through a wide range of sophisticated features when choosing CRM software. Sometimes you might not know what to look for either and go with your gut or what sounds good. The landscape with all the CRM vendors doesn't make it any easier. That's why we took a closer look at the features that are most important in CRM software and analyzed which vendors are best positioned.
What Makes the Best CRM Software for Features
We have conducted extensive market research regarding the features. We focused on the essential ones so that the best CRM software is not distorted by many unimportant features.
To determine the best CRM software for features we have evaluated the following attributes with their respective weights, which together result in our features ranking.
Number of Contacts
The number of contacts a CRM software can store and manage is one of the most critical factors when evaluating different solutions. Depending on the size of your business, you may need a CRM software that can handle a few hundred or several thousand contacts.
A larger number of contacts requires more robust storage and data management capabilities, which can impact the overall performance and price of a CRM solution. From the outset, it is therefore practical if the software allows a generous number of contacts from the start.
Pipelines, also known as sales pipelines, provide a visual representation of your sales process, from lead generation to close. They allow you to monitor the status of your deals and make more informed decisions based on where your sales cycle is at the time. By having the ability to tailor stages and specify KPIs, you can gain a real-time view of your organization's health and increase the accuracy of your forecasts. Features like these are the bread and butter of sales teams who want to manage their pipeline and streamline their sales process.
Workflow & Approval Automation
Workflow and approval automation is a feature that allows users to automate repetitive and manual tasks by configuring a series of actions to be triggered by specific events. This can go a long way toward streamlining processes and reducing the time and effort needed to complete tasks. Good workflow and automation features enable you to significantly increase the efficiency and productivity of your business.
You can use them for various business processes, such as lead qualification, contract approval, email sending, or invoice generation.
As implied by the name, email scheduling features let users plan and schedule 1 to 1 emails to be sent at a specific time and date. This is useful for sending tailored emails to prospects and customers at an optimal time when they are most likely to open and engage with it.
Email scheduling also makes email management much more efficient as users can write and schedule multiple emails in advance. By being proactive and strategic with email scheduling, businesses can improve the effectiveness of interactions and the overall success of their sales or marketing operations.
Website forms are a great component of a CRM software's feature set. They allow you to collect customer information directly from your website and automatically add it to your CRM database, giving you more time to focus on selling and less time manually entering data. With this information, you can create targeted marketing campaigns and improve your customer segmentation.
Another CRM feature we considered in our ranking is the shared inbox, which allows a team to manage all incoming emails in one place. This feature is especially useful for teams with multiple email accounts. All team members can use a shared inbox to access and respond to emails, either by creating tickets or leaving them in the common inbox.
Inbox features like this make it much easier to respond to incoming emails quickly and tighten team collaboration and productivity. A shared inbox gives users a consolidated view of customer interactions, so you can better track and manage client relationships.
Segmentation allows you to group your contacts based on specific criteria, such as demographics, behavior, or interests. With segmentation, you can create targeted marketing campaigns that resonate with your customer's specific needs and preferences.
Custom fields make it possible to add additional data points to your CRM database beyond the standard fields. With custom fields, you can capture information specific to your business or industry, enabling you to create more detailed customer profiles.
Businesses can use conversational bots in CRM software to automate routine conversations with leads and customers. Bots are designed to assist with meeting scheduling, lead qualification, data collection, and even the assignment of leads to the appropriate salesperson. Using conversational bots can be a great way for businesses to expand their live chat capabilities, increase productivity, and provide better customer experiences.
CRM software with an outbound calls feature makes the process of calling clients and customers much easier to track. This feature enables users to call clients directly from the CRM, allowing for quick and effective communication. It can often even record conversations so users can analyze their performance to improve sales tactics. It also provides a great way to document conversations and prepare training materials.
Bulk emails allow you to send a large number of emails to a specific target audience. This feature is common for businesses looking to expand their reach, increase leads, and interact with more clients and prospects at once. You can create tailored email lists for different purposes and engage with different segments of your target audience. CRM software tracks which leads or contacts opened your emails, making it easier to assess the effectiveness of your campaigns. These are insights that help better inform your outreach strategy. Bulk emailing is a nice-to-have feature of CRM software if you are not using a separate email marketing software.
10 Best CRM Software for Features
How to Choose a CRM Software with Great Features
When choosing a CRM software with great features, it is best to make it suit your needs. It is important to take into account your organization's specific requirements and business processes. Consider which features are most important to your workflow and how your team will use them.
You can use our Comparison Tool to compare the features of different providers side-by-side. For a broader overview of the best CRM software across other criteria check our overall Best Picks. If you're then still not sure which CRM will best meet your needs, use our Finder Tool to receive a recommendation based on your specific requirements.