Customer relationship management (CRM) software is a category of software that covers a wide range of applications designed to help businesses manage customer data and support, access business information, automate sales, track leads, and support vendor/partner relationships. Though it’s most commonly used to facilitate interaction with customers, it can also help manage business contacts, clients, and sales leads.

CRS software is a useful tool to help streamline any sort of business, and some even integrates with other sales and marketing systems, eliminating redundancy and making it quicker to accomplish tasks. Small businesses should look for compatibility features, and software that’s equipped to handle sales, marketing, and employee evaluation. Startups should favor integration and intuitiveness, so the software can grow with the company. Sales teams need classification tools for contacts, and an emphasis on customer interaction with data-tracking features and reports.

Features to look out for when comparing CRM software include ease of use, storage limits, and other requirements, such as number of authorized users. CRM should increase efficiency, secure customer loyalty, sort potential customers, and save money and time by combining several features in one program.

Bear in mind that CRM is generally a lengthy process, and should only be implemented once a customer strategy has been established, and your organization has been optimized for customer focus. Many people assume incorrectly that CRM has to be technologically intensive, but well-functioning CRM programs should focus on low, mid, and high-tech. Finally, make sure that your CRM marketing strategies are tailored to your customer’s tastes and values.


Top 10 Companies

#1
9.3 / 10
  • Starts at $15/ user/ month
  • Social CRM
  • Social sales
  • 3rd party software integration
#2
9.2 / 10
  • Social CRM
  • Mobile CRM
  • Unlimited users
  • $65/ user (minimum 5 users)
#3
9.2 / 10
  • Mobile access
  • Customer portal
  • Cloud-based
  • Forecasting, upsell, commission management
  • Sales force automation
  • Mobile 
#4
Our Partner
9.1 / 10
  • Capture new leads
  • Log contact activity and save notes to build better relationships
  • Receive follow up notifications so prospects don’t fall through the cracks
  • Share your information in a new, engaging way
  • Receive real-time notifications every time someone views your card
  • All just one tap away on your mobile device
  • Free 14-Day Trial (Just $10 per month after Trial)
#5
9.1 / 10
  • Cloud computing and storage
  • Multi-language, multi-currency support
  • Mobile
  • Marketing and lead generation
  • Social media integration
  • Data management and backup
  • $4,800 per year minimum (Professional)
#6
9.0 / 10
  • Access anywhere
  • Unlimited users
  • Competitor tracking
  • Sales force automation
  • Mobile CRM
#7
9.0 / 10
  • Industry specific capabilities
  • Mobile device compatible
  • 30 day free trial
  • Deploy, tracks marketing campaigns
  • Multiple languages
#8
8.9 / 10
  • Free for 3 users
  • Social CRM
  • Phone bridge for call centers
  • Website lead capture
  • Visitor tracking
#9
8.8 / 10
  • Software as a Service
  • Unlimited customization options
  • Mobile app
  • Unlimited contacts
  • Lead generation and marketing
#10
8.5 / 10
  • Industry specific CRM solutions
  • Contact on demand
  • Mobile CRM
  • Support center
  • Employee performance and tracking
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How We Compare CRM Software

Platform

10%

Customer Relationship Management software should be compatible with current operating systems and platforms. This is to make it easier for businesses to integrate CRM software into their existing office systems.

  • Mobile Compatible
  • On-premise
  • Software as a Service

Customer Management

15%

Customer management features enables businesses to create a database that can be used to support its marketing campaigns. Features can include segmenting, categorizing customers and capturing customer feedback.


Marketing and Lead Generation

15%

CRM marketing and lead generation gives businesses the benefit of increasing sales and conversion by giving tools such as email-based or SMS marketing campaigns. Important marketing features should include Integrated Web Forms, Tags, Social Media Integration and Customizable Reporting. This features provide a solid foundation to build or create marketing and lead generation campaigns.

Generating leads and increasing sales is essential to business growth. To increase sales and productivity, a CRM software must include customer analytics and pipeline management. Lead generation gives businesses the opportunity to focus their resources more effectively.


Reporting and Analytics

15%

Reporting and analytic tools helps track productivity and performance. This is a tool that can be used to study customer data and enables managers to make better and more informed decisions. Reporting is a common feature found in CRM software. This gives businesses a snapshot of business’s activity and performance.


Employee Performance and Tracking

10%

Sales representatives will find CRM software that include tracking tools very helpful. This can help them keep track of sales quotas, incentives, sales numbers and other important metrics. Businesses are also able to track performance and have a summary of their activities and achievements. The system can also be used to keep an eye on orders and competitors.


Integration and Customization

10%

CRM software should support a variety of third-party integrations. This makes it easier to export and import data to and from other office software. This also helps save time by eliminating repetitive tasks.


Support Services

10%

CRM software providers should offer complete suite of online and offline support services. The company should be able to address concerns in a timely fashion especially in cases of system failures. Customer support through telephone and live chat support enables clients to communicate directly with a customer representative.

  • Telephone
  • Knowledge Base
  • Tutorials
  • Email
  • Forums
  • Technical Support

Costs

15%