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<p>Source: <a href="https://crozdesk.com/customer-service-crm/crm-software#top-list" target="_blank">CRM Market Research</a>, Crozdesk</p>
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<p>Source: <a href="https://crozdesk.com/customer-service-crm/crm-software#top-list" target="_blank">CRM Market Research</a>, Crozdesk</p>

Best CRM Software 2017

The customer relationship management (CRM) software market is characterized by a high number of vendors that mostly offer comparable CRM solutions that focus on simplifying the sales process by managing leads, deals, client communications and sales opportunities.

The market is led by Salesforce, an operational CRM which has continued to build on to its unique position in this industry despite some major rivals entering the market for cloud-based CRM systems. Over the last ten years, the landscape has seen a dramatic increase in the number of players, with some choosing to specialize in more niche areas.

Vendors that differentiate their products in the Crozdesk Market Radar™ offer more advanced functionalities, such as customized integrations and analytics featuring powerful APIs, enhanced customer service, mobile functionality, use of artificial intelligence to predict customer behavior and increasingly personalized customer journeys.

In addition, the Crozdesk Market Radar™ also reveals a competitive CRM software market with a number of vendors on the precipice of making that big leap into the leaders’ segment, as well as some lightweight vendors which offer more niche solutions.


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.  Read the full software guide...


Really Simple Systems

Really Simple Systems 74

(4)

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 84

(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 81

(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 66

(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 30

(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 28

(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 89

(242)

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 85

(40)

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


completely free
Streak

Streak 88

(45)

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 28

(1)

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

Funnel

Funnel 32

(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 91

(22)

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 87

(172)

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

Capsule

Capsule 80

(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 30

(1)

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


trial/premium
Highrise

Highrise 86

(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 78

(238)

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 72

(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 71

(0)

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


trial/premium
Contactually

Contactually 82

(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 28

(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 81

(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 71

(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 39

(0)

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

EPESI CRM

EPESI CRM 39

(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 32

(0)

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

Membrain

Membrain 81

(45)

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


premium only
VIENNA Advantage

VIENNA Advantage 52

(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 67

(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 77

(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 46

(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 85

(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 36

(0)

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


trial/premium
Freshsales

Freshsales 73

(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 58

(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 75

(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 66

(12)

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 81

(78)

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 30

(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 75

(10)

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 34

(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...

Teamleader

Teamleader 70

(1)

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

AgentDrive

AgentDrive 38

(0)

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

amoCRM

amoCRM 71

(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 65

(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 50

(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 40

(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 77

(84)

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

DigitalCRM

DigitalCRM 28

(0)

DigitalCRM automates the workflow process of lead management, sales pipeline, marketing and customer acquisition. More Information...

Crowdskout

Crowdskout 49

(0)

Crowdskout is the first CRM and data analytics platform built to help advocacy-driven organizations and activists understand and connect with their supporters. More Information...

17hats

17hats 86

(21)

17hats automates business processes using its billing, scheduling, payment processing, bookkeeping, contracts signing, and client communications. More Information...

Outseta

Outseta 27

(0)

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools for start-up subscription businesses. More Information...

Woopra

Woopra 83

(59)

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 32

(1)

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

Tappointment

Tappointment 33

(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 39

(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 91

(309)

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 60

(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 88

(80)

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

Lumiary

Lumiary 35

(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 75

(19)

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

DynaDo

DynaDo 33

(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 72

(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 83

(128)

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 83

(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 68

(0)

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

Freshservice

Freshservice 88

(81)

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

LiveChat

LiveChat 93

(1)

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

TeamSupport

TeamSupport 83

(406)

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

mHelpDesk

mHelpDesk 73

(4)

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

FieldOne

FieldOne 36

(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 67

(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 71

(46)

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

HappyFox

HappyFox 92

(46)

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

Nicereply

Nicereply 79

(10)

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 77

(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 85

(117)

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 61

(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 29

(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 65

(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 88

(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 55

(6)

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

PaySimple Pro

PaySimple Pro 80

(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 68

(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 39

(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 53

(5)

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

BackToCart

BackToCart 28

(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 31

(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 34

(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 56

(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 78

(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 31

(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 38

(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 27

(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 65

(0)

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

ActiveCampaign

ActiveCampaign 92

(276)

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

Azurepath

Azurepath 39

(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 26

(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+ 49

(0)

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

Ninox

Ninox 53

(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 58

(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 66

(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 59

(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 12

(0)

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

Scoro

Scoro 71

(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 28

(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...

Kpi.com

Kpi.com 64

(0)

Kpi.com is cloud software for small and medium business. Four modules in one place: Project Management, HR software, CRM, and Accounting software. More Information...

Abhisi

Abhisi 30

(0)

Abhisi lets your team provide timely and professional support on all the contact channels your customers prefer to use. More Information...

Ontraport

Ontraport 85

(72)

Ontraport is marketing automation and CRM platform for small and medium-sized businesses. More Information...

Natero

Natero 69

(25)

Natero is a Customer Success platform that helps SaaS businesses reduce churn, increase adoption, and maximize customer lifetime value. More Information...

Accelo

Accelo 56

(0)

Experience the most streamlined, integrated, and powerful PSA software that easily allows you to connect all the moving parts of your business in one cloud-based platform. More Information...

bContact

bContact 29

(0)

bContact is a cloud based SaaS offering a fully integrated set of business management tools including a CRM, accounting, invoicing, billing & more. More Information...


completely free
crozdesk discount
in4suite

in4suite 24

(0)

In4velocity's award-winning software In4Suite(R) is Asia's Leading Real Estate ERP/CRM software with over 35000+ users across 11 Countries. More Information...

Coztel

Coztel 24

(0)

World's leading Cloud based call center software company for every size of business sizes. More Information...

Crozdesk Software Ranking 2017

Crozdesk Icon Top 20 CRM Software in 2017 View All Products

Customer Relationship Management (CRM) is integral for efficiently building and maintaining relationships with customers. For the most part, CRM systems contain an extensive database of customers including information that will be important for sales teams, such as message history, and notes, which make it easy to categorize customers and identify their needs. Most CRM systems focus on making the sales process more efficient by providing an insightful overview of all the deals, leads, communications and sales in the pipeline. In addition, a CRM is not only useful for maintaining relationships with existing customers, but it is also useful for acquiring new ones.

This ranking was published on August 22, 2017. For the most up-to-date Crozscores, user reviews and other information have a look at the full CRM product list.

1
91%
Salesforce

Salesforce (22) Market Leader

  • Crozdesk Icon Grey

As the market leader in operational CRMs, Salesforce has a solution for just about everything relating to customer management. This includes marketing automation, sales management, forecasting, and lead management. Additionally, the Salesforce AppExchange offers several thousand add-ons to cater to virtually any specific requirement you might have. More Information...

2
89%
ProsperWorks

ProsperWorks (242) Most Google-Friendly

  • Crozdesk Icon Grey

Known for its integration with G Suite, ProsperWorks is a modern Google-centric CRM solution that is great at collecting data and excellent at managing contacts and correspondences much to the delight of sales staff, who are able to incorporate it into their workflows easily. More Information...

3
88%
Streak

Streak (45)

  • Crozdesk Icon Grey

With Streak, users can have the power of an easy-to-use CRM solution right in their Gmail inbox. This unique browser add-on can categorize your emails so they are are grouped in stages, based on a company for example, and add it to a pipeline. The software can ultimately make Gmail more powerful by giving inboxes more utility. More Information...

4
87%
Pipedrive

Pipedrive (465) Lightweight Pick

  • Crozdesk Icon Grey

A CRM solution purposefully designed to help small and medium sized businesses sell more, with a powerful interface designed to minimize the number of actions it takes to complete a task, while providing a clean overview of sales performance and revenue in the statistics section. More Information...

5
87%
Rapportive

Rapportive (40) Social Media Pick

  • Crozdesk Icon Grey

Rapportive is a an intuitive browser extension for Gmail that can enhance the utility of the Gmail inbox. Rapportive adds a social media panel to contacts that will show you everything about the contact, including their details for social media sites, recent posts, job position, etc. You will also be able to like, post, retweet and more, straight from the Gmail interface. More Information...

6
86%
Highrise

Highrise (2)

  • Crozdesk Icon Grey

A CRM solution aimed at small businesses, Highrise can manage contacts and track communications with customers. Highrise will keep a concise record of all external and internal communications. Low-cost and remarkably easy to learn, Highrise can have sales teams managing tasks and contacts in no time. More Information...

7
85%
Salesflare

Salesflare (52)

  • Crozdesk Icon Grey

A CRM solution that prioritizes efficiency and cohesiveness, Salesflare can enable your sales teams to achieve more in less time. This sales CRM software can input data automatically, remind salespeople of who to contact, log all customer interactions, and a myriad of other functions that take the busy work out of sales. More Information...

8
84%
Less Annoying CRM

Less Annoying CRM (8)

  • Crozdesk Icon Grey

A CRM aimed at small businesses, Less Annoying CRM is straightforward and prioritizes ease-of-use through its simple and clean contact management interface. With Less Annoying CRM, you will also be able to make use of task management, note-taking and extensive lead-tracking functionality. More Information...

9
82%
Contactually

Contactually (105)

  • Crozdesk Icon Grey

Contactually is a CRM solution that can help users identify and nurture key relationships. Aimed at smaller companies, Contactually can be used to action custom pipeline activities, relieving users of repetitive tasks. It also has an interesting time management edge, as the CRM will consistently remind users of impending activities, akin to a virtual assistant. More Information...

10
82%
Membrain

Membrain (45) Sales Mentor

  • Crozdesk Icon Grey

Membrain is a highly customizable CRM software with emphasis on the sales process. Membrain actively coaches sales teams during sales cycles through notifications and reminders, fostering an environment based on improvement. In addition, Membrane contains the standard features of a CRM, including a user-friendly pipeline view. More Information...

11
81%
bpm'online CRM

bpm'online CRM (3)

  • Crozdesk Icon Grey

Bpm’online is a CRM software driven by a Business Process Management (BPM) solution stack including applications for marketing, sales, and service, allowing users to centralize the management of the entire customer journey. With its intuitive interface, bpm’online CRM enables deeper coordination between marketing and sales processes. More Information...

12
80%
Nimble

Nimble (0)

  • Crozdesk Icon Grey

Nimble is a lightweight CRM software alternative that comes with a nifty browser extension to incorporate users’ workflows effectively. Its features like ‘stay in touch’ make follow-ups a piece of cake and its integrations with Gmail, Google Contacts and social media are great to stay on top of client activities for smart relationship management. More Information...

13
80%
Capsule

Capsule (0)

  • Crozdesk Icon Grey

Capsule is a CRM solution that helps its users organize their emails, contact history, notes, tasks, and calendars all at once. Small teams will find that Capsule helps manage sales pipelines rather well, even when on the go - thanks to mobile apps that fill-in the gap during interactions with prospects. More Information...

14
78%
SugarCRM

SugarCRM (238)

  • Crozdesk Icon Grey

Powerful and highly customisable, SugarCRM can help businesses discover new opportunities and track contacts. SugarCRM comes ready with social CRM capabilities and integrations with the most popular social media sites. It is also offers a wide range of integrations with Google products, Outlook and more. More Information...

15
78%
SAP CRM

SAP CRM (84)

  • Crozdesk Icon Grey

After acquiring Hybris in 2013, SAP SE has developed their CRM solution to serve medium to large enterprises in a cloud environment. The SAP CRM software is equipped to handle sales and client management completely, whether it is pipeline creation or forecasting, and it integrates seamlessly with SAP’s other offerings, such as ERP and Business Warehouse. More Information...

16
74%
Sellsy

Sellsy (0)

  • Crozdesk Icon Grey

Sellsy is a cohesive CRM software solution that contains many sales management functions and can be scaled to the the needs and size of any business. It’s easy-to-use interface uses drag and drop functionality to allow users to utilize invoicing, document storage and team collaboration features. More Information...

17
73%
Insightly

Insightly (172)

  • Crozdesk Icon Grey

As a free web-based CRM solution that doubles up as a project management system, small businesses have good reasons to be fond of Insightly. It has integrations for both G Suite and Office 365, MailChimp, and social media, as well as an API for further customisations. Its mobile apps are also designed to ensure users connect with clients with ease. More Information...

18
72%
Really Simple Systems

Really Simple Systems (4)

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It’s really simple to keep all your customer sales information in one place with Really Simple Systems. It does a good job of tracking calls, business opportunities and team members with a report management module that is very effective at analysing the sales databases. More Information...

19
71%
GreenRope

GreenRope (78)

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Greenrope will streamline operations by enabling important functions to be accessible in one unified interface at the same time. It offers standard CRM functionalities as well as some unique features, like its learning management system that helps train staff. More Information...

20
70%
Pipeliner

Pipeliner (0)

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Pipeliner is a robust CRM system that helps automate sales. It is characterised by its attractive graphics and visual approach towards data, ensuring that the sales process is transparent and easy to understand. Sales teams will easily be able to prioritize customers, tasks, opportunities and leads with Pipeliner. More Information...


This Software Ranking was published on August 22, 2017. All Crozscores are fixed as of that date.

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.
Call Tracking Track which of your online and offline marketing efforts are successfully generating calls.
Click-to-Dial Dial telephone numbers with one click.
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

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...

Really Simple Systems
Chris Wigglesworth, Founder - Coursecheck
"Does what it says on the tin; and excellen..."

What makes RSS special is the way the customer support is so personal and the fact th...


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