Best CRM Software for Support
We have evaluated 35+ providers to determine the best CRM software for customer support in the following list.
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Support
Pipeliner
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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.
In top 3 for
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
Freshsales
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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.
In top 3 for
Pros
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
Cons
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
Nethunt
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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.
In top 3 for
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
Flowlu
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Flowlu is an all-in-one business management software, offering a suite of features that includes CRM, project management, finance, and collaborative tools. This platform is ideal for businesses seeking a solution to manage all aspects of their operations, from customer relationships to internal projects and financial tracking.
In top 3 for
Pros
Ability to track and manage sales order
Can create and send quotes and invoices
Offers different email templates
Ability to collect payment
Cons
Does not offer contract management
Cannot track document opening
Does not allow to track audit logs
Cannot integrate Outlook
Does not offer conversational bot
Salesflare
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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.
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
- Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.
The level of customer support you get from a CRM software provider can make a big difference in how well it works for your organization. When choosing CRM software, buyers should look closely at the support available because it can affect how well their teams embrace and use the software.
Businesses that don’t receive the support they need frequently deal with difficulties using, configuring, and implementing CRM software. To ensure a positive user experience with adequate support for any tech problems that may come up, look for CRM software with attentive and competent customer care. You’ll appreciate having access to customer service that is offered through a variety of channels, including email, phone, and live chat.
This gives you the option to use the most practical means of support for the problem, whether it’s more in-depth assistance for complicated problems or quick responses to simple questions.
What Makes the Best CRM Software for Customer Support
CRM software's support services are important for organizations of all sizes since they affect user productivity and overall workflows. A provider with a strong support team can help you quickly resolve any problems you may come across in the beginning and over time. Here is how we evaluated the customer support of each provider:
Customer Reviews
We asked real users of each providers how they rate the support. The customer reviews indicate the level of user satisfaction with regard to customer support. When a CRM scores high, it means that users have had excellent experiences with the support team and that the software has a strong support infrastructure.
Response Timeline
When it comes to support, a quick response time makes a big difference. CRM software with the best support systems should have a fairly readily available support staff that is accessible and capable of giving prompt answers to any questions or problems.
We asked all providers a set of questions and evaluated the response time. A correspondingly fast response leads to a good rating on our part.
Quality of Response
The quality of the response is equally as important as the response speed. Any top CRM software should have knowledgeable support staff that can address any questions or problems in a detailed (if necessary) and helpful way. When you have continued difficulties, you want to know that the support staff will be able to troubleshoot with you until the issue is resolved.
We therefore divided our questions into easier and more difficult ones and then evaluated the answers based on how helpful they were.
Having a reliable email support system is usually a must for businesses, given that it’s often the easiest way to communicate on the fly. Look for CRM software with an email support system that is easy to reach.
Chat
More and more, live chat help is a great alternative to phone support and offers a faster response time compared to email. If you prioritize responsiveness and access, CRM software should have a live chat support system, optimally available 24/7.
Phone
For more complicated problems, phone support is usually the best bet. It is not as common as it used to be and is increasingly being replaced by live chats but some providers still offer it. If contact by phone is important to you, look for it to be available.
10 Best CRM Software for Customer Support
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How to Choose a CRM Software with Great Support
Choosing a great CRM software support for your business requires a careful look into the CRM provider.
In the end, it's about the software itself and not about the support pulling you out of every bad situation. So make sure that the software meets your other needs, and if it has good support, that's a great bonus.
Take the time to understand your specific needs and then carefully compare your options to find CRM software that also offers great customer support. Consider checking out our overall Best Picks for a complete view of the best software. You can also use our Comparison Tool to compare different options in greater detail and our Finder Tool to receive a personalized recommendation based on your specific requirements.
Jacinto M.
Updated: Apr 29, 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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