10 Best CRM Software in 2024
We have compared and tested 35+ providers to determine the best CRM software in the following list.
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Best Overall
HubSpot CRM
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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.
In top 3 for
Pros
Very comprehensive suite of features
Works well together with other HubSpot products
Offers a high level of security
Cons
Expensive beyond the starter plan
Advanced features require an upgrade to the higher plans
Pipeline CRM
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Pipeline CRM, formerly PipelineDeals, focuses on simplifying the sales process with an easy-to-use yet powerful platform. It excels in streamlining sales tracking and management, offering customizable workflows and insightful analytics, making it an ideal solution for businesses seeking a balance between functionality and user accessibility.
In top 3 for
Pros
Great value for money
Ability to book extensive onboarding training for your team
Cons
Limited number of contacts
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
Well composed starter plan
Works well together with other Freshworks products
Cons
Limited team management and reporting capabilities on the first plan
Zoho CRM
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Zoho CRM offers a budget-friendly solution, ideal for small to mid-sized businesses seeking an effective way to manage customer relationships. It stands out with its strong integration capabilities, connecting seamlessly with a wide array of apps and services, and providing a highly customizable platform.
In top 3 for
Cons
Weak customer support
Advanced features require an upgrade to the higher plans
Brevo
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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
Pros
Beginner-friendly
Great integration with its email marketing platform
Cons
Lacks advanced features
- Our ranking considers every plan that providers offer. We evaluate each plan independently and then use a weighted calculation model to determine an overall score for each provider.
In today's fast-paced business world, customer relationship management (CRM) has become an essential tool for companies to manage their interactions with clients and customers. With the abundance of CRM software providers available, it can be overwhelming for a business to choose the right one for their needs.
It's important to know what to look for, as subjective sources on the internet can provide false information, and it's difficult to know who to trust. Moreover, the reason for searching for CRM software might vary — be it the need for improved customer experience, better collaboration, or even to replace an existing, outdated system. That’s why we’ve developed a comprehensive and objective research evaluation process to accurately evaluate CRM software based on a series of categories. To help you make an informed decision, let's take a closer look.
What is CRM Software?
Businesses use CRM software as a tool to manage customer interactions and data over the course of the customer lifecycle. It assists in tracking interactions, analyzing customer behavior, and enhancing client connections. Businesses can efficiently manage their sales, marketing, and customer care activities when they have a CRM system in place.
CRM software enables organizations to personalize their interactions and provide better service by centralizing customer data and giving each customer a detailed persona that is all managed in one place.
CRM software is versatile and can help you streamline internal procedures, boost productivity, and make better sales & marketing decisions.
What Makes the Best CRM Software
Finding the key features that offer the user the most value is essential for choosing the best CRM software. We have narrowed down the following criteria as being the most crucial for determining the best CRM software after doing in-depth research, evaluating user data, and interviewing industry experts:
Features
A software’s features have a direct impact on a company's capacity to handle customer interactions and data, making them one of the biggest factors in picking the best CRM software. For organizations trying to track and follow up with potential consumers, lead management is crucial. Businesses can ensure they never miss an opportunity to convert a lead into a client by having a central location to keep lead data.
When evaluating the features, we focused on the number of leads a tool allows, workflow, and communication features.
Gain more insight into the criteria we used to evaluate CRM features by checking out our page on CRM software with the best features.
Pricing
Pricing plays a significant role in evaluating CRM software because it affects the overall cost of operations for a team and business. The number of users included, the admission price per month, and the cost per extra user are all important considerations. These elements affect the price of the software over time, particularly when considering how well it grows with your company. Making a purchasing decision requires selecting CRM software with a pricing structure that suits your budget and offers adequate value for money.
Visit our page on CRM software with the best pricing to learn more about the standards we used to evaluate based on cost.
Reporting
Reporting is an essential factor to think about because it offers insightful information about how a business is performing. Email tracking, sales insights, A/B testing, custom reports, lead scoring, sales forecasting, and predictive forecasting are all provided by CRM software's reporting tools and are vital for making data-driven decisions.
Email monitoring gives companies insight into the performance of their email marketing initiatives by providing data on open rates, click rates, and response times. Sales insights provide a thorough picture of both team and individual sales performance. Businesses can also test many iterations of campaigns, emails, or website pages using A/B testing to boost performance across these areas.
See how we measured and evaluated the reporting aspects of CRM software by visiting our dedicated page highlighting programs with the best reporting.
Team Management
A CRM software's capacity to manage teams is essential since it enables teams to collaborate more successfully. To promote team success, team leaders need to be able to manage and coordinate team tasks as well as review the team's performance.
The ability to assign tasks and track progress, monitor team member performance, and manage workloads and schedules are a few of the key features of team management in CRM software. With the use of team management, group leaders can easily pinpoint areas in need of improvement and offer the assistance required to cultivate success.
For more detail on how team management is assessed in our research, head to our best team management page for CRM software.
Integrations
In order for organizations to use their CRM software with other existing tools and apps they use, integrations should be a factor in selecting one. With proper integrations, organizations can streamline processes, automate everyday tasks, and provide users with a more seamless experience as a result.
Some of the important integrations to look for include those with marketing automation tools, customer support platforms, and payment systems. By integrating these technologies, businesses may boost productivity, enhance data accuracy, and enhance customer satisfaction.
Explore the full range of factors we took into account by looking at our best integrations page for CRM software.
Security
When selecting CRM software, security is an important consideration because it can help safeguard private corporate data and preserve sensitive customer data.
Companies should pick a CRM system with strong security measures to guard against data breaches and unauthorized access.
Encryption of data in transit and at rest, access control, authentication, and safe data backups are some of the significant security features to pay attention to when assessing CRM software.
A lot of research went into ranking the security features of CRM software, which we dive into in full detail on our page for security.
Ease of Use
The ease of use of CRM software is important since it can help to ensure that employees can use it effectively and efficiently. An intuitive CRM software helps speed up business operations, boost output, and reduce the time spent on tasks.
Organizations should take into account the user interface, the simplicity of navigation, and the availability of training and support services when evaluating how user-friendly CRM software is. It’s also good to be aware of the CRM software's level of flexibility and personalization, as this can add the comfort of knowing that the program can be adapted to satisfy different needs.
To find out more about what makes software easier to use than others, explore the research behind our rankings in this category here.
Customer Support
The level of customer assistance offered should be considered when deciding on CRM software. Especially during the onboarding process, customer support can be crucial to ensuring that businesses can make the most of the platform and address any issues that may arise.
You should take into account variables including the accessibility of support resources, response times, and the level of expertise offered by support teams when evaluating the quality of customer assistance. In order to be sure that employees are capable of operating the system successfully and efficiently, also take into account the availability of training and support tools, such as online forums and tutorials.
Learn the full details of our customer support criteria and research for CRM software by visiting its dedicated page here.
The 10 Best CRM Software
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How to Choose the Best CRM Software for Your Needs
It can be difficult to choose the best CRM software for your needs, but it is necessary to have the correct tool to support business growth. Determine your unique demands and priorities first in order to make the best decision. Take into account the size of your company, the kinds of interactions you have with your clients, and the features you need and want to use. This can include features like basic lead management, email monitoring, customized reports, and more.
It's good business to consider your budget and find a pricing structure that will work best for you in the long run. To make sure you're adopting the right software for you and your team, be sure to evaluate each software provider's simplicity of use and degree of customer assistance if a large team has to work with it.
We hope our Best Picks have been useful for you in finding the best CRM Software for your business needs. If you’re still exploring your options, be sure to check out our CRM software Comparison Tool and Finder Tool to boost your chances of finding your perfect match.
Jacinto M.
Updated: Sep 7, 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
Why do organizations need CRM software, and what does it do?
CRM software, as its name suggests, helps businesses manage their relationships by ensuring better communication with current and potential clients. It has become essential for businesses because it enhances customer satisfaction, streamlines processes, and supports decision-making by offering insights and data.
What characteristics should I look for in a CRM program?
That ultimately depends on the particular needs of your company. Generally speaking, we recommend considering the features, pricing, reporting, team management capabilities, integrations, security, ease of use, and customer support in this order.
Feel free to customize this order to suit you and filter for CRM software specifically in that order.
What is the best method for picking the best CRM software for my company?
Your company's needs and priorities, the size of the business, and the budget should all be taken into account when selecting the best CRM software. It's a good idea to test drive or demo each software that made it to your shortlist and compare their features, ease of use, and customer service firsthand since all providers offer this option.