Best CRM Software of 2023
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HubSpot
Named #1 Global Software by G2 in 2023
- Get started for free - no credit card needed
- Top Product for fast-growing business
- Up to the minute leads & sales updates
Pipedrive
Cloud Award Winner for Best Software
- Free trial - full access & no credit card required
- Over 100,000 companies are using the system
- Focus on sales actions and KPIs targets
Keap
Grow your revenue from one dashboard
- Collect new leads and sales with minimal effort
- Scale up your small business with Keap system
- Save up to 20% with annual plans
CRM (Customer Relationship Management) applications are essential for businesses to effectively manage customer relationships, streamline sales processes, facilitate team collaboration, gain valuable insights, and deliver exceptional customer service. With centralized customer data and communication tracking, businesses can provide personalized interactions and enhance customer loyalty. CRM applications also streamline sales by managing leads, tracking opportunities, and providing sales analytics. Additionally, these applications enable efficient collaboration among team members and offer valuable insights on customer behavior and market trends.
Top CRM Solutions for 2023
HubSpot
Named #1 Global Software by G2 in 2023
- Get started for free - no credit card needed
- Top Product for fast-growing business
- Up to the minute leads & sales updates
Pipedrive
Cloud Award Winner for Best Software
- Free trial - full access & no credit card required
- Over 100,000 companies are using the system
- Focus on sales actions and KPIs targets
Keap
Grow your revenue from one dashboard
- Collect new leads and sales with minimal effort
- Scale up your small business with Keap system
- Save up to 20% with annual plans
Top CRM Companies of 2023 - Pros & Cons
Oracle Netsuite
NetSuite Oracle CRM offers a wide range of solutions to optimize customer relationships. Its features include sales force automation for efficient lead management and forecasting, marketing automation to create targeted campaigns and nurture leads, customer service management for excellent support and satisfaction tracking, partner relationship management to collaborate with partners and drive revenue, customer data management for a comprehensive view of customers, and sales performance management to track and incentivize sales teams.
What We like
- Offers customizable dashboards and reports. Create a dashboard that fits your business
- Everything is integrated, from financials to sales, so you can easily access all the information you need in one place
- Use Omnichannel support, you can reach your customers where they are, whether it's through social media, email, or phone
- The intuitive user interface is easy to use, even for those who aren't tech-savvy
What we don't like
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Learning curve to master its features
Learning curve to master its features
Hubspot
Offers a comprehensive suite of tools for marketing, sales, and customer service, emphasizing inbound marketing strategies, lead generation, marketing automation, and personalized content. Its integrated CRM facilitates tracking customer interactions, and its analytics aid data-driven decisions. The platform accommodates businesses of all sizes, provides educational resources, and offers free CRM and various hubs like Marketing, Sales, and Service with features for campaigns, automation, and support. Integration options, pricing tiers, and training resources are available, enhancing the platform’s versatility and utility.
What We like
- Provides an all-in-one platform for marketing, sales, and customer service, streamlining management of diverse customer interactions
- Known for its emphasis on inbound marketing, aiming to organically attract, engage, and convert customers through valuable content
- Provides tools to generate leads through forms, landing pages, and lead capture mechanisms
- Automate marketing tasks such as email campaigns, lead nurturing, and social media posting, saving time and improving efficiency
What we don't like
-
Learning curve for advanced features
Pipedrive
Pipedrive CRM specializes in sales pipeline management and offers solutions for efficient sales processes and customer relationship management. Its offerings include visual sales pipeline management, contact and lead organization, email integration, sales reporting and analytics, sales activity management, and a mobile app for on-the-go access. Pipedrive CRM simplifies and streamlines sales processes, helping businesses effectively manage their pipelines, contacts, and activities.
What We like
- User-friendly interface, making it easy for employees to navigate and use
- Allows sales teams to track deals, prioritize leads, and customize sales pipelines according to business needs
- Sales pipeline management, which provides a clean and easy-to-understand visual representation of your sales process
- Reporting and analytics provide invaluable insights into your sales process, allowing you to track individual and team performance, customer behavior, and sales trends
What we don't like
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Mobile app could use some improvement
Keap
Keap as a CRM tool offers comprehensive benefits, including contact management for organizing and segmenting contacts, automated marketing for campaigns and engagement, sales pipeline management for tracking opportunities, appointment scheduling integration, invoicing, task and reminder management, lead capture forms, and integration with other tools. Keap’s offers encompass different plans, trial periods, pricing tiers, training and support, automated marketing features, sales automation, e-commerce integration, and customization options. While these benefits are common in CRM tools, Keap’s specifics might vary.
What We like
- Enables centralized contact management and segmentation based on diverse criteria like lead source, behavior, and demographics
- Facilitates automated marketing campaigns, encompassing email marketing, follow-up sequences, and more
- Track your sales opportunities and deals through Keap's pipeline management feature
- Integrates appointment scheduling tools, enabling direct client booking on your website or other platforms
What we don't like
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Customer support timeliness
Capsule
Capsule CRM provides businesses with a comprehensive customer relationship management (CRM) solution. It includes features such as contact and organization management, sales pipeline tracking, task and activity management, email integration, customizable workflows, reporting and analytics, and integrations with other tools. Capsule CRM enables businesses to efficiently manage their customer relationships, streamline sales processes, and enhance productivity and customer satisfaction.
What We like
- Contact management feature allows users to store, organize, and track all their customer interactions in one place
- Enables you to store numerous contact details ranging from emails, phone numbers, social media profiles, and even addresses
- Allows for collaboration with team members on deals, which is crucial for closing sales deals successfully
- Simplifies Task and Calendar Syncs, allowing you to manage deadlines and appointments efficiently
What we don't like
-
Mobile app could use some improvement
Salesforce
Salesforce CRM offers a comprehensive range of customer relationship management solutions. It includes Sales Cloud for streamlining sales processes, Service Cloud for efficient customer service, Marketing Cloud for personalized marketing campaigns, Commerce Cloud for managing online stores, Community Cloud for building online communities, Analytics Cloud for advanced data analysis, and AppExchange for integrating third-party applications. Its goal is to empower businesses with effective tools to manage customer relationships, enhance sales and service processes, and drive growth.
What We like
- Highly customizable and scalable, catering to businesses of all sizes and industries.
- Enables users to keep track of their sales leads and opportunities, allowing them to identify which deals are most likely to close
- Helps businesses manage customer inquiries and support tickets effectively
- Reports and Dashboards round out the features of Salesforce CRM by offering a way to visualize data and gain insights into business performance
What we don't like
- ❌ Learning curve to maximize its features
Monday
Monday.com is a versatile work operating system and project management platform that supports effective team collaboration. It offers customizable workflows for managing customer relationships, task and project management features, collaboration tools, integration capabilities with third-party applications, reporting and analytics functions, and automation features. Although not dedicated solely to CRM, Monday.com can be adapted to streamline CRM-related processes and enhance collaboration in managing customer relationships.
What We like
- The dashboard feature lets you create a view that caters to your individual needs
- Activity tracking lets you keep tabs on any changes made by team members easily
- Offers robust task and project management features, allowing teams to assign and track activities related to customer relationships
- Small businesses are thrilled about how easy it was to navigate through Monday CRM's interface
What we don't like
- ❌ Learning curve to maximize productivity
