This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication channels, identify and nurture high quality leads, automate follow-ups with clients, build customer loyalty, generate and analyze reports, and make sales forecasts. Most CRM systems come with an Application Programming Interface (API), which allows for seamless collaboration between sales, marketing, and other departments within an organization. CRM with mobile access allows salespeople to view and share customer interaction history on the go, making it easier for them to resolve time-sensitive matters.


Really Simple Systems

Really Simple Systems

(3)

Designed specifically for small and medium sized business, Really Simple Systems is an easy to use online CRM for sales, support and marketing. More Information...

Less Annoying CRM

Less Annoying CRM

(8)

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up. More Information...


trial/premium
bpm'online CRM

bpm'online CRM

(3)

Bpm’online is a provider of CRM for marketing, sales and service. Its core value is the agility to change processes and align marketing, sales and service on one platform. More Information...

Housecall Pro

Housecall Pro

(1)

Our #1 rated app and web portal will put you back in control & delight your customers. Scheduling, dispatching, GPS tracking, CRM, invoicing, credit card processing, more. More Information...

Simplifyd

Simplifyd 21

(0)

Simplifyd is a cloud software solution designed for individuals, small teams and new businesses. From one account users can view their interactions, contacts, finances and sales pipeline. More Information...


trial/premium
crozdesk discount
BuddyCRM

BuddyCRM 21

(0)

BuddyCRM is the friendly, online CRM solution designed for sales teams of five or more. Manage your team's contacts, clients and prospects more easily. More Information...

ProsperWorks

ProsperWorks

(234)

ProsperWorks is an easy-to-use CRM system for small businesses that helps them capture contacts and sales leads directly from their Gmail. More Information...


trial/premium
Rapportive

Rapportive

(40)

Rapportive is a social CRM tool that shows you everything about your contacts right inside your inbox. More Information...


completely free
Streak

Streak

(43)

Streak solves the frustration of constantly switching between your inbox (where we do our work) & external systems - making it simpler to manage your everyday work processes. More Information...

Fancy Support

Fancy Support

(1)

A set of CRM and support services designed for startups on a budget. More Information...

Funnel

Funnel

(1)

Funnel enables website owners to process work-related inquiries and keep track of their contacts through contact forms. In other words, it's a CRM for the rest of us. More Information...

Salesforce

Salesforce

(21)

Salesforce is an all-in-one CRM, lead generation and success monitoring platform - allowing you to acquire and maintain satisfied and happy customers. More Information...

Insightly

Insightly

(164)

Insightly is an easy to use and cheap CRM with an additional project management capability. More Information...

Capsule

Capsule 71

(0)

Capsule is a CRM tool that allows its users to stay on top of business relationships between their organisation and prospective or existing clients. More Information...

Zimplu CRM

Zimplu CRM

(1)

Zimplu is a user-friendly CRM application used by sales and customer support professionals More Information...


trial/premium
Highrise

Highrise

(2)

Highrise is a flexible contact management that makes it simple for its users to keep up with customers, suppliers, and other business contacts with a web-based CRM system. More Information...

SugarCRM

SugarCRM

(231)

SugarCRM is web-based, open-source customer relationship management (CRM) system that is available in both open-source and commercial open-source applications. More Information...


trial/premium
Batchbook

Batchbook

(3)

Batchbook is a cloud-based social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more. More Information...

Pipeliner

Pipeliner 61

(0)

Pipeliner is a functional CRM software that enables companies to expertly manage their entire sales process. More Information...


trial/premium
Contactually

Contactually

(105)

Contactually is a web-based customer relationship management suite that allows people to oversee and manage their communication activities through easy to use interface. More Information...

Pegke

Pegke 12

(0)

Pegke is an easy to use Customer Loyalty & Retention Management Platform. It integrates with merchant POS systems to earn rewards across thousands of businesses. More Information...

Nimble

Nimble 71

(0)

Nimble is an insightful customer relationship manager created to help professionals build better relationships across all social channels. More Information...


trial/premium
Method:CRM

Method:CRM

(1)

Method is the top-rated CRM on Intuit Apps.com. Keep your customer follow-ups and history all in one place. Know each customer's needs and when they need it. More Information...

Second CRM

Second CRM 29

(0)

Cloud based business automation solution, focused on improving sales & marketing, customer support and operations. More Information...

EPESI CRM

EPESI CRM 27

(0)

EPESI is an open source application that allows organizing, processing and storing information in every business. It simplifies communication and increases work efficiency. More Information...


freemium
crozdesk discount
Churnspotter

Churnspotter 17

(0)

Reduce your churn rate and grow your MRR with predictive analytics. More Information...

Membrain

Membrain

(45)

Membrain’s sales improvement software helps your team achieve consistent performance in complex B2B sales. More Information...


premium only
VIENNA Advantage

VIENNA Advantage 25

(0)

First open source ERP & CRM on HTML5, tightly integrated with enterprise level Document Management System. Available "on-premises" or as "web and cloud-based solution". More Information...

JobNimbus

JobNimbus

(2)

JobNimbus saves you time and money with robust contact, project, and task management tools wrapped in a simple interface. Move to the cloud with JobNimbus. More Information...

Salesbox

Salesbox

(11)

Salesbox, the #1 predictive CRM for mobile & successful teams. Collaborate with colleagues, get agile sales processes that give accurate forecasts and get the #1 pipeline view More Information...

1CRM

1CRM

(2)

1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective CRM solution on the market. More Information...

Salesflare

Salesflare

(52)

Salesflare is the intelligent sales CRM that fills itself out so you don't have to. It thinks for you so you can focus on thinking for your customers. More Information...

SutiCRM

SutiCRM 25

(0)

SutiCRM helps organizations manage customer data and interactions, automates marketing, sales, and customer service activities. More Information...


trial/premium
Freshsales

Freshsales 50

(0)

Freshsales is a single solution CRM designed for high-growth, high-velocity sales teams with integrated phone & email, user behaviour tracking & lead scoring on one platform. More Information...

AddressTwo CRM

AddressTwo CRM 49

(0)

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most! More Information...


trial/premium
Sellsy

Sellsy 65

(0)

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more. More Information...

NetHunt

NetHunt

(10)

NetHunt turns Gmail into a real CRM system. Flexible records structure, personalized mass mailing, follow-ups, and tracking let you manage your business from within the inbox. More Information...


trial/premium
GreenRope

GreenRope 61

(0)

GreenRope is a complete CRM, marketing automation, and more. Integrated software that consolidates & simplifies your organization's sales, marketing and operations. More Information...


trial/premium
Vivorental

Vivorental 21

(0)

CRM FOR RENTAL COMPANIES. Vivorental is very easy and goes straight to the point. What you can do: Send proposals fast; Inventory; Invoice; Contracts. More Information...

Magentrix PRM

Magentrix PRM

(8)

Partner Relationship Management (PRM) solution extends Salesforce CRM for channel partners to onboard, register leads, manage opportunities, access resources and training. More Information...

Officetrax

Officetrax 23

(0)

Officetrax is a powerful CRM solution that helps small to medium businesses with leads, opportunities, customer support, project management and so much more. More Information...

Tenfold

Tenfold

(24)

Tenfold is a sales performance application that greatly enhances your sales, marketing, and CRM capabilities. More Information...

Teamleader

Teamleader

(1)

Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool - helping businesses work smarter. More Information...

AgentDrive

AgentDrive 31

(0)

The data-driven sales, marketing and advertising platform for real professionals. More Information...

amoCRM

amoCRM 58

(0)

amoCRM supercharges small teams by delivering powerful tools in an easy to love interface. Effortlessly manage contacts, organize tasks, and automate sales flows & more. More Information...

Teamgate CRM

Teamgate CRM 57

(0)

Teamgate is an inbound sales CRM for startups and SMBs to connect, research, present and close more sales. It’s a full-stack solution to accommodate a complete sales process. More Information...

Kapture CRM

Kapture CRM 47

(0)

Kapture CRM software is a fully customizable mobile CRM app which transforms your business workflow into automation. We also provide a 30-day free trial of CRM Software. More Information...

Saleswah

Saleswah 27

(0)

Saleswah CRM enables sales, marketing, and service teams to work in concert to nurture business relationships. Works best for selling products and services to other businesses. More Information...

SAP CRM

SAP CRM

(3)

SAP CRM is a platform that manages customer communication from multiple channels. More Information...

Woopra

Woopra

(58)

Woopra is a real-time customer analytics service helping organizations to optimize the customer lifecycle by providing a wide range of behavioral data for site visitors. More Information...

SignupLab

SignupLab

(1)

SignupLab is a sales management and customer success solution for SaaS companies. More Information...

Tappointment

Tappointment

(1)

Tappointment is a cloud based mobile scheduling platform for small businesses and their customers, providing “push to service” convenience and simplicity. More Information...

Helppier

Helppier

(1)

An on-site customer support tool that enables your company to create interactive user guides and onboarding walkthroughs. More Information...

Desk.com

Desk.com

(299)

Desk.com is an online customer service and support ticket help system for businesses of all sizes. Create an instant help centre available from anywhere with Desk.com. More Information...

Keeping

Keeping

(3)

Keeping is the world’s first helpdesk that works inside Gmail. Manage customer support directly from your mailbox without having to use an external helpdesk. More Information...


completely free
Zendesk

Zendesk

(71)

Zendesk is a customer service platform that brings organizations and their customers closer together. More Information...

Lumiary

Lumiary 21

(0)

Lumiary is a simple CRM and customer segmenting platform for E-commerce and multichannel retailers. We connect with all the major E-commerce platforms. More Information...

Customer.io

Customer.io

(14)

Customer.io helps you send targeted human messages to your users, by utilizing their unique interactions with your business. More Information...

DynaDo

DynaDo

(1)

DynaDo organizes your business email, tasks and files around projects and customers so you can easily find and oversee them. More Information...

eXo Platform

eXo Platform

(4)

eXo Platform is a social-collaboration software designed for enterprises. It is full featured, based on standards, extensible and has an amazing design. More Information...

Brand24

Brand24

(103)

Brand24 is a reliable, simple and cost-efficient social media monitoring tool that gives you instant access to mentions about your brand across the web. More Information...

Uservoice

Uservoice

(25)

Uservoice is helpdesk software designed for your growing business that keeps the most important thing in mind - your customers’ experience More Information...

Apptivo

Apptivo

(16)

Apptivo is a web-based online office suite and enterprise resource planning software consisting of app-based business solutions. More Information...

Freshservice

Freshservice

(77)

Freshservice is a cloud-based service desk solution to help customers deliver their internal IT support. More Information...

LiveChat

LiveChat 79

(0)

LiveChat is a premium live chat and help desk application, which allows real-time communication with website visitors. More Information...

TeamSupport

TeamSupport

(404)

TeamSupport is cloud-based customer service and help desk software for B2B software and technology companies. More Information...

mHelpDesk

mHelpDesk

(4)

mHelpDesk is a cloud based workforce management system for field service businesses. More Information...

FieldOne

FieldOne

(1)

FieldOne is a service management platform providing field service companies with powerful tools to streamline their business processes. More Information...

Service Autopilot

Service Autopilot 61

(0)

Service Autopilot is service business software designed for savvy business owners that want to maximize their profits and simplify their life. More Information...

Kickserv

Kickserv

(46)

Kickserv is a cloud-based field service and CRM application that helps small business owners automate basic business processes. More Information...

HappyFox

HappyFox

(46)

HappyFox is B2B help desk and customer support software solution. More Information...

Nicereply

Nicereply

(7)

Nicereply.com is a customer service app and web-based analytic tool used to determine customer satisfaction with company's agents, products or services. More Information...

NetSuite

NetSuite

(38)

Netsuite is a cloud-based business management software, helping companies manage core business processes. It covers ERP/financials, CRM, ecommerce, and inventory. More Information...

Kayako

Kayako

(105)

Kayako is a help desk software that places all a user's support channels in a single location. It is provided either as a SaaS or on-premise. More Information...

RocketBolt

RocketBolt

(1)

Intelligent lead tracking from RocketBolt helps you sell more, by knowing exactly what your sales leads are doing and when to reach out. More Information...

FlySolo

FlySolo 20

(0)

FlySolo integrates your favourite apps and organizes your projects, files, emails, time track, tasks and activities so you don’t have to do it. More Information...

Decibel Insight

Decibel Insight 54

(0)

Decibel Insight is analytics software that records and shows on-site visitor behavior in innovative and compelling ways that are impossible to ignore. More Information...

LiveAgent

LiveAgent

(6)

LiveAgent help desk is the ultimate solution for providing excellent customer support. Equipped with 175+ support features, you'll be able to link every support channel. More Information...

FloristWare

FloristWare

(6)

Powerful, Affordable and Easy-To-Use POS Software For Florists More Information...

PaySimple Pro

PaySimple Pro 69

(0)

Add simplicity and flow to your business with PaySimple's complete service commerce solution. Accept payments, streamline your billing, sell online, and schedule appointments. More Information...

PhoneBurner

PhoneBurner

(2)

PhoneBurner is a Power Dialer and Sales Acceleration platform for sales reps and sales teams that dramatically increases outbound sales productivity and effectiveness. More Information...

Insly

Insly 50

(0)

Insly is the only global SaaS solution for insurance brokers and agents. We offer our solution to our clients regardless where they are situated. More Information...

SalezShark

SalezShark

(5)

SalesShark CRM is a platform allows sales professionals to effectively interact with their customers and drive engagement. More Information...

ZeyOS

ZeyOS

(4)

ZeyOS unifies all elements of CRM, ERP and Groupware into a single elegant and intuitive platform. More Information...

BackToCart

BackToCart

(1)

This tool provides a solution for eCommerce businesses to recover their abandoned carts. Integrating Shopify shop with Hubspot CRM, and providing tools and detailed analytics More Information...

NetDispatcher

NetDispatcher 17

(0)

Simple and Easy to Use Field Service Platform Once you’ve tried field service management software, you’ll never want to go back to pen and paper again. Make more money today. More Information...

Relay

Relay 20

(0)

Relay is a new kind of communication channel for businesses to connect easily and efficiently with their customers over a secure, private channel to get stuff done More Information...

Lightspeed eCommerce

Lightspeed eCommerce 38

(0)

Get a complete solution for your online store: complete order management, CRM, marketing & reporting tools. Over 40,000 businesses use our system start your free trial today! More Information...

Badger Maps

Badger Maps

(6)

Badger Maps is a sales routing app that helps field salespeople optimize their routes, manage their customer data more efficiently, find new leads faster and close more deals. More Information...

UncleSales

UncleSales 27

(0)

UncleSales is the effective sales force automation app to improve your sales team by tracking their location and guiding them with needful information More Information...

Toolyt

Toolyt

(2)

Toolyt is a field force productivity tool, to make your field officers (sales team, data collection team, delivery boy, service guys) etc. productive by 40%. More Information...

Atlas ERP

Atlas ERP 16

(0)

Atlas ERP is a cloud business automation system and your 24/7 working assistant. This inexpensive system is easy to implement and will come in handy even for small companies. More Information...

Salonized

Salonized 57

(0)

Salonized salon software: the number one online assistent for complete control over your business More Information...

ActiveCampaign

ActiveCampaign

(252)

ActiveCampaign is a powerful and easy-to-use marketing automation, email marketing, and sales/CRM automation platform. More Information...

Azurepath

Azurepath

(4)

Let Azurepath track lead activity and aging leads, generate reports, forecast sales, and create insights for you automatically. Only $14.95 per month after a free trial. More Information...

Footprints for Retail

Footprints for Retail 23

(0)

We are harnessing the power of machine learning and the Internet of Things to transform brick & mortar retail into a data-driven environments that generate more buyers, faster More Information...

ERP-ONE+

ERP-ONE+ 41

(0)

ERP-ONE+ is a Wholesale & Distribution software suite delivering comprehensive intuitive functionality that improves the entire business process. More Information...

Ninox

Ninox 42

(0)

Create custom business apps without a single line of code. Ninox is a human-friendly database on the web and as an app for Mac, iPad and iPhone. More Information...

Amity

Amity 46

(0)

From chaos to customer success, Amity's Customer Success Software helps you understand which customers need your attention and why. More Information...

Little Green Light

Little Green Light 50

(0)

A scalable, all-in-one fundraising and donor cloud-based CRM that is intuitive and easy to use. Advanced features include data segmentation, event tracking, and data analysis. More Information...

VICIdial

VICIdial 46

(0)

VICIdial is a contact center solution with predictive dialer with inbound, outbound, and blended phone call handling, as well as inbound email and customer website chat. More Information...

Denovo

Denovo 13

(0)

User friendly and efficient practice management software for solo attorneys and small law firms. Created by lawyers for lawyers. More Information...

Scoro

Scoro 60

(0)

Scoro is the most comprehensive work management software solution for professional and creative services. Choose from Scoro’s own features or plug in your existing tools. More Information...

Hope

Hope 14

(0)

Hope is an online case management system for UK non-profit advisory organizations. It's lightweight, fully managed and very easy to use. More Information...

CRM Software Guide

What is CRM Software?

Customer Relationship Management (CRM) software is essentially a digital tool to help organizations monitor, organize and analyze customer interactions on multiple communication channels throughout the customer lifecycle.

The software helps aggregate all customer information and documents in a single database, making contact management easier and more organized. By having everyone on the same page, CRM also helps foster collaboration between internal departments. For instance, the sales, marketing and customer service departments of an organization can use CRM to collaborate and work towards achieving common organizational goals, such as, improving customer relationships, increasing customer retention, and driving sales growth.

Typically, products in this category feature the ability to automate marketing communications, analyze customer behavior, identify sales opportunities, and provide business intelligence. These products also come with features that aid email marketing efforts, inventory management, sales force automation, sales forecasting, performance management, and document management, among others.


What CRM Software Should I Choose?

Different CRM solutions focus on different aspects of customer relationship management. For instance, some products focus more on lead management, while others are more suitable for feedback management, internal communications, or sales forecasting. Broadly, however, CRM solutions fall into three main categories – operational CRM, collaborative CRM, and analytical CRM. You can begin your search by zeroing in on the right type for your business. This means you need to know your area of focus or what problems you want to solve with your CRM software. For instance, if you are trying to improve your customer interactions, a collaborative solution lets you collate customer data from different departments within your organization, helping every department gain a 360-degree view of each customer.

You will need analytical CRMs, when you are more concerned about analyzing customer information collected through multiple channels. This type of CRM lets you identify customer behaviors, trends, and cross selling and upselling opportunities. On the other hand, operational CRMs are more suitable for companies that deal directly with customers. The key components of this type of CRM are sales force automation, marketing automation, and service automation. These products usually come with a dashboard that provides an overview of all interactions your sales, marketing, and customer support departments have had with your existing and potential customers.

Businesses also need to consider a number of generic factors when choosing CRM software. These factors may include ease of use, integration capability, mobility, scalability, customization, compatibility, and reporting capability.


Common Features of CRM

2-Factor Authentication Adds an additional layer of security by requiring an extra step in the login process. Usually external devices are required for this or a text message with a verification code is sent to the user when trying to login.
API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Batch Permissions & Access Control user or group access and permission settings for software or other systems.
Calendar Management Manage and update calendars for scheduling or consolidation of events across teams, departments or business functions.
Contact Management Manage large amounts of personal or business contacts in a centralized system.
Contact Sharing Share contacts across teams or platforms to give access to others or to migrate address books across different systems.
Customer Management Manage customer databases and/or track outstanding shipments, payments and more.
Dashboard Dashboards are digital interfaces commonly used to visualise data or give quick access to important features and functions of online platforms. They often serve as an overview gateway in software applications.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
Data Visualization Data visualization features render a visual interpretation of data sets through the use of charts, infographics and other visual cues generally in form of a reporting dashboard.
Email Integration Integration with email clients or providers to create and send emails as well as view received emails within an application.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
File Sharing Share files with colleagues, customers or other stakeholders for easier access across platforms, collaboration and/or version control.
File Transfer Transfer large files to colleagues, customers or other stakeholders. This is often used for files too large to transfer via email and other conventional transmission methods.
Forecasting Forecast upcoming expenses, sales, revenue, user levels, etc. through the use of predictive methods and past data.
Gantt Charts A particular type of flowchart using horizontal bars to illustrate time intervals. Mainly used to visualise the use of resources or duration of tasks over the course of a project.
Google Apps Integration Integration with the G Suite, including Gmail, Google Docs, Google Sheets, Google Calendar, etc.
Inventory Tracking Stay on top of inventory levels, to manage the storing, reordering or production of stock items.
Lead Management Manage business leads to improve sales outreach processes or stay on top of prospect inquiries.
Lead Scoring Manually or automatically assign quality scores to business leads to target / segment sales outreach efforts.
Marketing Automation Automate marketing processes, such as outreach emails, customer engagement, chat replies through the use of chatbots and others.
Multi-User Supports more than just one user account and generally allows for collaboration with colleagues.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.
Project Management Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.
Scheduling Schedule tasks, resources, appointments, payments, communications, etc.
Supplier Management Manage suppliers and purchases required in the day-to-day operation of a business.
Task Scheduling/Tracking Schedule and track tasks and deliverables in form of to-do-lists.
Third-Party Plugins/Add-Ons Offers additional features or integrations built by third-party developers in form of plugins or add-ons.

Latest User Reviews of CRM

ZeyOS
Yura Sen'kovych, Relationship Manager - BFI: Banks for Institutions
"Pros and Cons of ZeyOS"

FloristWare
Annette Hentz, Owner - Carver Flowers
"My business's most important tool"

Salesforce
João Edgar Faillace Farret, Fundador - Doctor Found
"Muito bom!"

Muita útil, gera dados de maneira inteligente e eficiente. Recomendo para quem tem gr...

Really Simple Systems
Julie Dixon, Business Development & Marketing - Rove Consultancy
"Rove Ltd"

It is a comprehensive system. I like the updated sales part. It is now easier to navi...


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