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CRM
12 Best Sales CRM Software Of 2024
Christina Miranda
June 19, 2024
|
7 min. read
Christina Miranda
LAST UPDATED
June 19, 2024
READING TIME
7 min.
91% of medium-sized businesses with 10 or more employees use CRM systems.
If you belong to the remaining 9%, we’ve got a list of 12 sales CRM tools to help you decide.
Tool
AI
Customizable dashboards
Sales forecasting
Mobile app
Pricing (starting at)
Salesforce
✅
✅
✅
✅
$25
Pipedrive
✅
✅
✅
✅
$14
Hubspot Sales Hub
✅
✅
✅ (BETA)
✅
$15 (for individuals)
monday CRM
✅ (email)
✅
✅
✅
$12
Insightly
❌ (coming soon)
✅
✅
✅
$29
Salesflare
❌
✅
✅ (free template)
✅
$29
Zoho CRM
✅
✅
✅
✅
$14
Freshsales CRM
✅
✅
✅ (only in Enterprise)
✅
$9
Less Annoying CRM
❌
✅
✅
✅
$15
Close CRM
❌ (can be integrated)
✅
✅ (template)
✅
$49
Attio CRM
❌
✅
❌
✅
$29
Zendesk Sell
✅
✅
✅
✅
$55
What is a CRM tool?
CRM, or Customer Relationship Management, is essentially dedicated to analyzing customers’ interactions and other data throughout the entire sales pipeline.
Therefore, a Sales CRM tool is software designed to manage this information for you and your business.
With these tools, you can store and organize customer data, track sales activities, and streamline communication with leads and clients.
By analyzing the stored data, most CRM tools can also give you insight into your sales forecast.
Investing and implementing a sales CRM tool in your business guarantees many benefits, including:
Higher efficiency
Better customer relationships
More accurate sales forecasting
Scalability
What features should a CRM have?
When you’re looking for a good CRM there are certain features that must be included, if not you might as well throw your money out the window.
Occasionally, platforms add many fancy features, but when it comes down to it, that’s all just bells and whistles.
You need a tool that will actually help you make your business more efficient.
Contact management
It’s a given.
A good CRM tool should effectively manage all of your contacts’ data in one place, and use automation to fill in the blanks.
Additionally, your CRM tool should also be tracking all interactions with your contacts, giving you a better sense of where they stand and their process with you and your business.
The benefit of an effective contact management system is that, at a glance, you can access their data in real-time, allowing you to fix any problems that may have occurred down the line and see what worked and what didn’t.
Bear in mind that not all CRMs track interaction, so if you want to have a broader sense of your contacts’ information, try choosing a tool that has this feature.
Sales pipeline management
A sales pipeline is a visual representation of the stages in your sales process, and classify your leads according to these stages.
Although the stages may be customized, the general stages are:
lead generation
lead nurturing
lead qualifying
product demo
free trial
proposal
negotiation
closing
These stages can be changed according to your needs and your particular stages. Aside from CRM you can access many sales pipeline templates too.
It’s a good idea to go for a CRM that has a clear and simple interface that will allow you to easily spot the information you need without having to scroll through your screen too much.
Good sales pipeline management will help you easily identify the approach you need to take with your leads at any given time.
Workflow automation
The primary mission of a CRM tool is to eliminate manual sales work, increase your efficiency, and move your leads through the sales pipeline.
So being able to automate your workflows is a must.
This will help you accelerate your sales, cut down on manual tasks, and ultimately leave no stone unturned.
Some workflow examples include:
Onboarding
Lead capturing
Lead qualification
Automate follow-ups
Lead enrichment
These workflows can be set to occur with specific triggers to ensure you don’t miss out on opportunities. In most cases, you have workflow templates that you can personalize yourself, or build from scratch.
Task management
Task management in a CRM allows you to set specific courses of action for each lead and customer, these may include:
Task assignment to your team members
Setting deadlines
Tracking leads’ and team members’ progress
General organization
A task management feature in your CRM will ensure that everything gets done and no deals are lost due to missed deadlines or unassigned tasks.
Integrations with outreach tools
To make your CRM even more efficient, it’s important that it supports third-party integrations.
This will allow you to seamlessly send information automatically from one tool to another, allowing you to be on top of everything and not slip up.
Some integrations that are a must in your CRM are:
Calendar integrations
Email integrations
Outreach tools
Social media integrations
However, bear in mind that the more comprehensive your CRM is, the fewer integrations you’ll need.
Reporting, analytics, and dashboards
It’s important for your CRM to show you all of your KPIs so you can get a good sense of where your business is going.
A CRM dashboard centralizes all of your sales data and information. It presents your key metrics dynamically and interactively.
By investing in a CRM tool you can let the tool gather all of the information in real-time for you so you don’t spend hours of your time sifting through your data.
Additionally, CRM’s dashboards are customizable, so you can include the information and metrics that are relevant to you. Some CRMs go as far as including a “total” section for your data so you don’t even have to analyze all the metrics.
Aside from general analytics, try and go for a CRM that also offers sales forecasting. This will give you even better insights into your business’ performance and give you a realistic sense of what you can expect in the future, based on previous data.
No more being an optimist or a pesimist.
Mobile access
A good CRM allows you to check your data in real-time at any time and any place, so carrying that information on your mobile phone or tablet is also important.
By having access to your CRM on your mobile, you are able to experience more engaging communications and manage your data more effectively, therefore building stronger relationships with your leads.
According to a study, by using traditional CRMs only 22% of sales reps achieved their quotas, whereas with mobile CRM, the number goes up to 65%.
Salesforce is a cloud-based CRM platform designed to help organizations manage customer relationships, streamline processes, and improve productivity.
Salesforce is an AI CRM and provides the help of AI assistant, Einstein 1.
Key features of Salesforce include:
Lead tracking and management through the sales pipeline
Account and contact management
Sales process automation (data entry, follow-ups, and email reminders)
Sales forecasting based on historical data, pipeline stages, and sales rep inputs
Customizable reports and dashboard
Mobile app
Integration through the Salesforce AppExchange
You can connect Salesforce to lemlist and import your leads. Here’s how:
Pricing
Free trial ✅
Salesforce Sales Cloud offers 5 different pricing plans that range from 25€ to 500€.
Although the Starter Suite plan is quite affordable, unfortunately, it is too basic, allowing only management for your account, contacts, leads, and opportunities.
In the remaining plans you can purchase whatever feature you need separately, which can scale up your total amount due.
HubSpot also includes Marketing Hub, Service Hub, Content Hub, Operations Hub, and Commerce Hub.
Some features include:
Contact management with a centralized database
Pipeline management with customized pipelines
Email tracking and personalizable email templates
Automated follow-ups
Task and activity management
Automated email sequences, lead nurturing campaigns, and follow-up actions based on predefined triggers and conditions
Customizable sales reports and dashboards
Wide integrations through App Marketplace
Mobile app
HubSpot Sales Hub CRM is useful for all business sizes and offers a user-friendly interface, wide feature set, and it is scaleable.
Pricing
Free trial ✅
Aside from the pricing shown in the image below, there are four more pricing plans fitted for individuals to small teams including a free plan, Sales Hub Starter and Starter Customer Platform set at 15€, and the Sales Hub Professional for 90€.
Onboarding for Professional and Enterprise plans range between 1.470€ and 3,420€.
monday CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place.
monday CRM connects all company stakeholders.
Key CRM features available on monday CRM include:
Mass emails & HTML editor
Shared email inboxes
AI email generator
Funnel chart
Leaderboard
Mobile CRM experience
Deal stages
monday CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.
Pricing
Free trial ✅
Monday CRM is one of the more affordable CRM software you can find in the market.
You can choose from four different pricing plans, ranging from 12€ to 28€ on the disclosed plans. You can also choose Enterprise CRM, although the pricing is under request.
✅ Pros
Enhances team collaboration and account management
Insightly helps teams build and convert sales pipelines, increase productivity, and build lasting customer relationships.
Insightly offers custom objects and apps to tailor workflows to your specific needs.
AppConnect integrates Inisghtly with more than 500 other apps.
Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.
Pricing
Free trial ✅
Insightly CRM offers three pricing plans, ranging from $29 to $99, Plus and Professional plans offer a free trial, although you will have to contact sales to be able to try Enterprise before committing to the plan.
Although pricing plans seem set, users have reported that your total may be higher as it is based on the number of leads you have in your lists.
Salesflare is an intelligent CRM designed for medium-sized B2B businesses. It's a zero-input sales pipeline tool that gathers your customers’ data, and automatically adds it to your address book.
Salesflare has a Chrome extension for LinkedIn that will find the email addresses you need and add them to your leads’ contact info.
It takes data from social media, company databases, phone, email, or calendar and hands it to you in automated customer timelines.
Salesflare also offers task reminders, visual pipelines, and insights.
Additionally, Salesflare integrates with +5000 other productivity tools.
Pricing
Free trial ✅
Salesflare offers three simple pricing plans ranging from $29 to $99.
However, there is an early-stage pricing under request which is said to be even more affordable. This second plan is designed specifically for early-stage startups.
Freshsales is an AI-powered CRM software said to offer a 360º view of contacts and accounts.
Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity.
Among Freshsales’ features you can find:
Pipeline management
Phone, email, and chat capabilities for customer engagement
Advanced workflows and sequences
Freddy AI
Freddy AI is Freshsales’ AI assistant that will analyze data to provide predictive analysis and advise the next actions. With Freddy AI you can also craft personalized emails and automate follow-ups.
Pricing
Free trial ✅
You can try Freshsales for free for 21 days, but if you’re ready to commit to a paid plan, you can choose between three different plans.
Although it is cheaper to commit to an annual plan, monthly billed plans range from 11€ to 71€.
Bear in mind Freddy AI is only available in plans Pro and Enterprise.
✅ Pros
Intuitive user interface
Integration with Aircall
❌ Cons
Analytics have a slow refresh rate and cannot be done manually
Less Annoying CRM is a simple CRM designed for small businesses and teams that do not need an extensive list of features.
This software provides basic features such as:
Contact management
Lead management
Follow-up reminders
Pipeline management
Shared scheduling
Automated reminders
Real-time updates
Flexible reporting
Pricing
Free trial ✅
In their mission to keep things as simple as possible, LACRM boils it down to one pricing plan set at $15 per user. Additionally, you can add as many users as you need.
✅ Pros
User-friendly
Mobile version is simple and clear
❌ Cons
Basic software, not suitable for advanced or large teams
Attio CRM is designed for fast-growing startups who need scaleable software.
With Attio you can syn your product, billing, and relationship data into a single workspace, and create custom objects that match your business’ data structure.
Aside from other features, Attio offers:
Workflow automation
Team collaboration
LinkedIn extension
Gmail extension
Mobile app for iOS and Android
Note-taking
Users particularly like the clean and simple interface.
Pricing
Free trial ✅
With Attio, you can choose from 4 different plans, including a free plan with basic features that can still be quite useful to manage your business' data.
Paid plans then range from 29€ to 119€ per month, billed annually.
These are the 9 best CRMs that offer customer management features without any cost. Track, organize, and optimize all your customer and sales interactions in a centralized platform free of charge.
CRM methods are practices businesses use to manage and analyze customer interactions and data throughout the lifecycle. This is what you need to know about the most effective ones.
Liucija Adomaite
July 25, 2024
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