CRM

12 Best Sales CRM Software Of 2024

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.

Source: Airtable

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%.

12 sales CRM tools

1. Salesforce

Ratings ⭐⭐⭐⭐

G2 4.3/5 (20,174 reviews) | Capterra 4.4/5 (18,381 reviews)

Overview

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.

Pros

  • New features are released regularly
  • Simple UX
  • Seamless integration

Cons

  • The mobile version is not intuitive
  • UI needs updating
  • Logs out multiple times

2. Pipedrive

Ratings ⭐⭐⭐⭐

G2 4.3/5 (1,863 reviews) | Capterra 4.5 (2,970 reviews)

Overview

Pipedrive is a sales-focused CRM.

Pipedrive focuses on providing a visual and intuitive interface that allows salespeople to track leads, manage deals, and automate routine tasks.

This CRM is best suited for small and medium-sized businesses.

Pipedrive has recently added new AI-powered CRM features that will help you automate even more of your sales process.

With Pipedrive’s new AI you can:

  • Identify patterns and recommend potential deals and next actions.
  • Craft personalized emails from simple prompts
  • Summarise multiple emails with the email summarization tool
  • Streamline workflows
  • Search for third-party tools easily

Pricing

Free trial ✅

Pipedrive offers five affordable pricing plans, ranging from 14€ to 99€.

Most AI features are available on the Professional plan and above.

Pros

  • Continual development cycles
  • Solid customization
  • Free onboarding

Cons

  • Reports have to be pulled manually, they are not sent automatically
  • Integrations could be improved

3. Hubspot Sales Hub

Ratings ⭐⭐⭐⭐

G2 4.4/5 (11,293 reviews) | Capterra 4.5/5 (4,150 reviews)

Overview

HubSpot Sales HubCRM is a part of HubSpot CRM.

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€.

Pros

  • Prospecting dashboard offers a good overview
  • Key metrics are summarized
  • User-friendly interface

Cons

  • Expensive onboarding
  • Add-ons may be added automatically
  • No A/B testing on the platform

4. monday CRM

Ratings ⭐⭐⭐⭐⭐

4.6/5 (732 reviews) | Capterra 4.7/5 (387 reviews)

Overview

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
  • Intuitive interface
  • Affordable pricing

Cons

  • Limited marketing functionality
  • There is no “undo” option
  • Limited reporting and analytics

5. Insightly CRM

Ratings ⭐⭐⭐⭐

G2 4.2/5 (894 reviews) | Capterra 4/5 (656 reviews)

Overview

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.

Pros

  • Very customizable
  • User-friendly software

Cons

  • Integrations could be improved
  • Activities from teams are not easily tracked
  • Pricing scales depending on the amount of leads

6. Salesflare

Ratings ⭐⭐⭐⭐⭐

G2 4.8/5 (268 reviews) | Capterra 4.7/5 (137 reviews)

Overview

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.

Pros

  • Mobile app is easy to use
  • Ideal for small and growing businesses
  • Solid customization

Cons

  • Doesn’t have AI features
  • UX could be improved

7. Zoho CRM

Ratings ⭐⭐⭐⭐⭐

G2 4.1/5 (2,636 reviews) | Capterra 4.3/5 (6,749 reviews)

Overview

Zoho CRM is a cloud-based CRM tool that caters to mid-scale businesses to large-scale enterprises.

Key features include:

  • Contact management
  • Sales funnels
  • Pipeline management
  • Workflow automation
  • AI-powered conversational assistant
  • Task management
  • Marketing campaign management
  • Sales forecasting
  • Customer support & service
  • Inventory management
  • Reporting & analytics

Zoho CRM aims to streamline business processes, improve customer engagement, and drive sales growth.

Pricing

Free trial ✅

Zoho CRM offers four pricing plans which start at 14€, ranging up to 52€.

To help you choose the right plan for you, Zoho CRM offers a quiz that will give you the right fit.

Pros

  • Very affordable
  • Integration with marketing automation tools and sales automation tools

Cons

  • Cannot work on its own
  • Performance is low during large datasets

8. Freshsales CRM x Freshworks

Ratings ⭐⭐⭐⭐

G2 4.5/5 (1,175 reviews) | Capterra 4.5/5 (610 reviews)

Overview

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
  • Software may glitch at times

9. Less Annoying CRM

Ratings ⭐⭐⭐⭐⭐

G2 4.9/5 (590 reviews) | Capterra 4.8/5 (595 reviews)

Overview

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
  • Cannot incorporate multiple calendars

10. Close CRM

Ratings ⭐⭐⭐⭐⭐

G2 4.7/5 (1,076 reviews) | Capterra 4.7/5 (160 reviews)

Overview

Close CRM is a sales engagement CRM.

Among its standout features, we can find calling, SMS, Zoom, and email and calendar integrations.

Other useful features Close CRM offers are:

  • Sales pipeline management
  • Email personalization, scheduling, and tracking
  • Task management
  • Customizable reports and analytics dashboards
  • Integrations (Zapier, HubSpot, Calendly, Gmail…)
  • Mobile app

Close CRM is also known for its user-friendly interface.

Pricing

Free trial ✅

Aside from the free trial, Close also offers an on-demand demo so you can see if Close is the right CRM for you before getting started.

Close CRM’s pricing ranges from $49 to $139 and has three different plans: Startup, Professional, and Enterprise.

Pros

  • Allows for multichannel communication
  • Mobile app is undergoing improvement
  • Simplicity in distinguishing stages of the sales cycles

Cons

  • Does not allow conference calls
  • Basic workflow triggers

11. Attio CRM

Ratings ⭐⭐⭐⭐⭐

G2 4.8/5 (13 reviews) | Product hunt 5/5 (73 reviews)

Overview

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.

Pros

  • Intuitive UI
  • Great reporting
  • Allows for team collaboration

Cons

  • Needs more integrations
  • Added cost for workflow credits

12. Zendesk Sell

Ratings ⭐⭐⭐⭐

G2 4.2/5 (483 reviews) | Capterra 4.3/5 (156 reviews)

Overview

Zendesk Sell is a cloud-based CRM platform that is available in +30 languages.

With its productivity tools, advanced analytics, and a full customer view from sales to service, Zendesk Sell can help your sales team from one tool.

It also supports integrations with +1,000 other platforms.

Pricing

Free trial ✅

Zendesk Sell offers four pricing plans which start at 55€. For its highest tier, pricing is under request.

Custom analytics and the AI add-on are only available on Suite Professional and Suite Enterprise plans, although AI agents are available on all plans.

Bear in mind that pricing could scale when including add-ons.

Pros

  • Strong automation capabilities
  • All of the leads’ information is added to the lead page

Cons

  • High learning curve
  • Integrations can be tricky

Key takeaways

We’ve given you our insights, now it’s your turn to choose the perfect CRM for you.

Here’s a little checklist that will help you remember the most important features that make a CRM effective.

  • [ ]  Contact management
  • [ ]  Sales pipeline management
  • [ ]  Workflow automation
  • [ ]  Task management
  • [ ]  Integration
  • [ ]  Analytics
  • [ ]  Mobile access

Don’t forget to give free trials a go and request demos whenever you can!

Christina Miranda
Content creator and translator @ lempire
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G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
CDP Software
CRM Software
Approach
Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
Goals
Personalized customer experiences across all channels.
Better customer relationships, streamlined processes, and improved profitability.
Benefits
Data integration, management, and accessibility, allowing for detailed analysis and segmentation.
Better communication within teams and with customers by organizing information about customer interactions and history.
Data Handling
Handles both identified and anonymous data, stitches together various data points.
Deals primarily with identified customer data.
Use Cases
Personalized marketing campaigns, targeted advertising, content customization across multiple channels.
Managing campaigns and leads, enhancing customer service, providing better customer support, increasing customer satisfaction and loyalty.
Examples
Insider, Bloomreach, Salesforce Marketing Cloud CDP
HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
square-check
Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
square-check
Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
square-check
Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
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Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
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Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
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Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
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Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
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Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
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Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
square-xmark
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square-check
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Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

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