Best CRM Software for Team Management
We have evaluated 35+ providers to determine the best CRM software for team management in the following list.
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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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
Ability to track and manage sales order
Can create and send quotes and invoices
Offers different email templates
Ability to collect payment
Does not offer contract management
Cannot track document opening
Does not allow to track audit logs
Cannot integrate Outlook
Does not offer conversational bot
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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
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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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Nextiva uniquely blends VoIP services with CRM capabilities, offering a unified platform for communication and customer management. It's ideal for businesses looking to consolidate their customer engagement and communication tools into one system."
Ability to manage agent workloads more efficiently and effectively
Supports advanced IVR that runs on Conversational A.I
Offers A.I. powered sentiment score and account health
Limited number of leads offered
Poor customer support
- Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.
Many teams can struggle with issues like ineffective cooperation, poor communication, and a lack of visibility into team performance without the proper team management tools and software in place. Businesses need CRM solutions that increase collaboration, optimize workflow, and give them the resources they need to efficiently manage their sales team.
To get the best out of your team collaboration, a great CRM program should have robust tools for things like lead assignment, territory management, task assignments, and more. We’ve poured extensive research into the best CRM solutions when it comes to team management using this and other criteria.
What Makes the Best CRM Software for Team Management
Based on our market research and interviews with industry experts, we have determined that the best CRM software for team management is composed of a number of attributes. To rank software vendors on these, we gave each CRM software a score based on the following weightings for team management capabilities.
Lead assignment is a core part of team management in CRM software. You can assign leads to team members so that each gets handled by the right person. This allows you to reduce response times, increase productivity, and ensure that the best individual handles specific leads. By allocating leads, you can evaluate the success of your sales staff keep track of the progress and optimize your team composition.
Roles & Permissions
Roles and permissions help to control which data and functions in the CRM system are available to which users. This ensures that sensitive information is kept secure and that team members only have access to the resources they need.
Using roles and permissions, you can control who has access to see, update, and delete data in your CRM. For example, you can offer individuals read-only access while restricting access to essential CRM parts to only managers or salespeople. This improves the security of your data and the effectiveness of your sales process.
File sharing allows team members to collaborate on critical files connected to contracts, bids, and presentation materials. This makes ensuring that everyone is informed and has access to the most recent version of the file easier.
Using the file sharing feature of CRM software ensures that everything stays organized and can be found in one place. This additionally prevents the loss of data and makes it accessible to all people involved at any time.
Task assignment allows you to organize tasks and assign them to specific team members. It helps in the completion of jobs in a timely and efficient manner. When team members have a sensible, prioritized to-do list that defines who they need to contact and how it is easier for them to perform their daily tasks. Because all tasks are tracked and assigned to the proper team member, task assignment ensures that nothing is overlooked.
Commission management is a feature that makes managing the revenue side of team management more organized and clear. With this tool, businesses can easily assign commissions depending on participation and track the overall performance of their sales personnel. This ensures that sales personnel are suitably motivated to work and that compensation is acceptable and in accordance with performance. Businesses that use commission management can improve their sales performance and get more out of their sales team. It also provides insight into how each member of the sales team contributes to the overall success of the organization, which is useful for performance appraisals and other critical business decisions.
Territory management enables users to organize sales territories in a logical and adaptive manner, ensuring that the right salespeople are assigned to the right clients. This ensures that the sales process goes easily and successfully and that the right tools are used to communicate with the right clients. Using territory management, businesses can maximize their sales efforts and improve their overall sales success.
A mobile app allows you to manage sales activities and access CRM data while on the go. With the support of a native mobile app, whether for Android or iOS, sales teams can manage their obligations and activities even when they are not in the office. This feature comes in very handy for sales teams that are constantly on the move and need to stay in touch with their clients, leads, and prospects. If your sales team has a mobile app, they can reply to leads and prospects quickly and efficiently no matter where they are.
10 Best CRM Software for Team Management
How to Choose a Great CRM Software for Team Management
Managing a team can quickly become complicated and requires a lot of time to organize. With the right CRM software, you can simplify your work many times over, if it provides the necessary functions to the extent needed.
When choosing the right software, it is important to think about what your team structure and business model need to convert and serve your contacts properly.
Match your requirements with the vendors we have listed above and feel free to use our Comparison Tool to compare your favorites side by side. Don't forget that there are even more criteria that are important for your CRM software. For a more complete overview, you can check out our overall CRM software Best Picks.
And if you're completely unsure, start with our Finder Tool, which will give you a recommendation based on your needs.