9 Best CRM Providers You Should Use
If you are looking for the best CRM providers for your company that meet your company requirements, you are at the right place. This article lists 9 of the best CRM providers and features to help you make the right choice.
What are CRM Providers, and why use them?
Customer relationship management (CRM) is a fusion of companies’ strategies, practices, and technologies to analyze and manage customer data and correspondence. Using a CRM will make your life easier. These tools comes with every features you need to run a business so perfectly.
What to Look for In CRM Providers
Choosing the right CRM provider is very important for the success of a business. Here are essential factors to consider when evaluating the best CRM providers:
- Ease of Use: The CRM system should have a simple UI. A complex system may lead to terrible workflows.
- Automation Features: Look for automation capabilities to streamline repetitive tasks. This includes automated lead scoring, email campaigns, and workflow automation.
- Mobile Accessibility: A mobile-accessible CRM allows your team to access customer information, update records, and manage tasks. This is important for a modern and mobile workforce.
- Integration Capabilities: Check the CRM’s ability to integrate with your business’s essential tools and software, such as email, marketing automation, and accounting systems.
- Customization Options: Look for a CRM that allows you to customize the system according to your business needs. Customization options are essential for adapting the CRM to your unique processes.
Now you know what to look for in CRM software. Next, let’s move to the article’s core, where we will list the best CRM tools in the market.
9 Best CRM Providers you should try
In a nutshell, the best 9 CRM providers you should know are:
- Salesforce
- HubSpot
- Zoho
- Zendesk Sell
- Less Annoying CRM
- Insightly
- Freshsales
- Apptivo
- Copper
Each of them comes with unique features and integrations. Below, we will list what makes each of them unique. Based on your requirements, you can pick an option.
Without any further ado, let’s get started.
1. Salesforce
Salesforce comes first in the list of best CRM providers. This software is an all-in-one solution for small and growing businesses. Unlike other competitors, Salesforce offers countless customization and personalization options. It provides businesses complete control over how the system looks and acts. This CRM provider handles workflow automation, and its unique integration of AI in CRM customization is commendable.
Salesforce is very easy to use and has a straightforward navigation process. Moreover, it has a comprehensive business ecosystem that adopts new features as needed. You can also change pages’ looks and functions according to your needs. Big companies like PayPal, IBM, Headspace, etc use the tool.
Their feature called Customer 360 is excellent. It will help you quickly run the business and manage your customers more efficiently. You can visit the analytics area to know how your business is doing. You will see all the data you need about the campaigns, marketing, etc.
Features
- Excellent Customer Relationship Management (CRM)
- Sales Cloud
- Cloud service
- Customization and scalability
- Einstein Analytics
Pricing
Salesforce is premium software. But for the initial experience, you can also try it for free. Its packages go from $24 a month to $1250 a month.
2. HubSpot
If you are looking for the best CRM providers that offer free plans, HubSpot is an excellent choice. Whether you choose the paid or free plan, HubSpot CRM works across sales, marketing, and customer service teams. It is a great CRM provider for businesses that want to improve customer relationship management. Thanks to the new Operations Hub’s thousands of integration capabilities, HubSpot is an excellent alternative for sales teams looking to boost their performance by centralizing data from different software providers.
HubSpot is straightforward to create with. For example, content creation areas like emails, forms, and landing pages are all drag and drop. Moreover, you can also make and schedule media content in bulk. It also provides the best customer support; you can contact the support team through phone, email, or chat.
Interestingly, the free tools are available to everyone, not just HubSpot’s CRM users. It’s fantastic that HubSpot gives new business owners many free tools to explore. Lastly, HubSpot CRM can do a lot by itself. But it also works well with different business apps and tools. With this capability, you can add over 1400 apps to extend the platform’s functionality. Compared to other CRM tools, HubSpot is so popular.
Features
- Centralize data from various software providers
- Operations Hub integrations
- Customized dashboards
- Pipeline management
- Company insights
Pricing
HubSpot offers a 14-day free trial, and a paid plan costs $18 monthly.
3. Zoho
Zoho CRM is a strong candidate among the best CRM providers for a sales management solution for a team in different locations. The platform allows teams to work together more efficiently. It is an easy-to-use and efficient CRM provider designed to increase sales and leads and measure sales. It has a simple interface and a free plan that allows you to connect to other Zoho apps. However, the paid plans give you access to over 100 apps.
It allows you to build a user-friendly and customized dashboard with hundreds of available integrations. You can easily highlight helpful tools like the Feeds notification module on all team members’ dashboards for easy access. SalesSignals is another useful tool to track customer interactions across channels and notify team members of valuable, time-sensitive leads.
CRM analytics is another key point and an excellent feature of Zoho CRM. Furthermore, Zoho CRM allows you to run reports on all modules and levels. Lastly, all plans have pre-built reports, usually enough for small companies to analyze deals, contacts, and stages. All in all, Zoho would be a great CRM for small businesses.
Features
- Sales force automation
- Process management
- Analytics
- Integrations
- Security
Pricing
Zoho offers both free trial and premium plans. It has four plans, starting from $14 a month and going up to $52 a month.
4. Zendesk Sell
Zendesk Sell is another one of the best CRM providers. It is a web-based and mobile CRM tool that helps marketing, sales, and support teams align and collaborate on all lead and customer needs. Its features include email tracking automation, lead scoring, and custom dashboards. Zendesk Sell’s native integration with Zendesk Support improves customer interaction visibility.
Zendesk Sell has a simple and clean UI that helps the sales team to learn, use, and navigate this software easily. After creating the account, you can invite other users to join, add custom fields, and design roles. You can also organize and track lead lists to close more deals.
Moreover, you can create customized fields in Zendesk Sell to view concise deals, sales reps, and organization information for your sales reps. You can also complete mandatory data points and custom fields for the business.
Features
- Customizable sales dashboard
- Contact and deal management
- Activity reporting and analytics
- Out-of-the-box integrations
- Activity reporting and analytics
Pricing
Zendesk Sell offers customers a free trial; its premium packages start from $55 monthly.
5. Less Annoying CRM
Like its name, Less Annoying CRM is straightforward software. It is a contact manager which helps small businesses with customer relations. It includes different settings and a dashboard with an overview of contact information, files, projects, Cloud deployment, etc.
Less Annoying CRM centralizes customer data for team access with sales force automation solutions and contact management. Users can see tasks, files, contacts, event-related pipeline information, and notes.
Modules include calendars, leads tracking, and task management. Moreover, users can better customize sales procedures to align with company processes and market expectations. Less Annoying CRM offers 256-bit encryption for security. It also eliminates the learning curve.
Features
- Simple management
- Customization
- Affordable
- Excellent customer support
- Small biz-focused
Pricing
Less Annoying CRM provides a free trial and $15+ tax a month after the free trial.
6. Insightly
Insightly is a CRM system that is easy to use and focuses on small to midsize businesses or industries. The software’s design is easy to learn, and more importantly, it’s easy to add data to the system. Insightly has four dashboards, and you can pick one as a default. The four are Project Dashboard, Opportunities Dashboard, Recent Activity, and Leads Dashboard. It is among the best CRM providers for customizing contact data fields, sales funnel stages, and managing complex sales pipelines.
Insightly’s workflow automation saves time and focuses the team’s efforts on customer relationships. Another key point of this CRM provider is its integration capabilities. You can use contact sheets to integrate social media posts, while communications can be drawn from Microsoft Outlook, Mailchimp, and other programs.
Even though different businesses use different methods to keep track of metrics and KPIs, Insightly allows the customization of reports and processes to fit any industry.
Features
- Easy customization
- Ideal personal dashboards
- AI and predictive tools
- Web-to-contact forms
- File sharing
Pricing
Insightly offers you a free trial that costs $29 monthly after the trial period.
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Freshsales
If you want to optimize communications and understand customers better, Freshsales is an excellent choice. It is one of the easiest-to-use, adaptable, and best CRM providers. Usually, managing leads and data is a time-consuming process. To resolve this issue, Freshsales has offered data deduplication functionality and several alerts, such as contract-renewal reminders and auto-renew. It also informs you if the deal could be better.
Freshsales offers different communication tools, like campaigns, email templates, phone, and voicemail. You can save files up to 20MB each from cloud storage or a computer, such as Dropbox Business and Google Drive. You can also save files in the software and add them as email attachments.
Freshsales is a lightweight software. It will help your sales team save time and prevent them from getting bored. Small firms can benefit the most from its free plan to boost customer relations. All in all, this is one of the best tools to boost your business.
Features
- 360-degree view of customers’ information
- Deal management
- Sales Intelligence
- Customization
- Integration with apps
Pricing
Freshsales offers both free and paid versions. Premium version costs $18 a month.
8. Apptivo
Apptivo is an economical and customizable CRM platform. It is an excellent choice for companies looking for flexible solutions with mobile platform support and several strategic integrations. Apptivo is not compatible with many software, and that is because you can do everything directly in Apptivo. These options include QuickBooks, RingCentral, Xero, PayPal, G Suite, office 365, and DropBox. With RingCentral integration, you can automatically record calls in the CRM and link them to the corresponding contacts.
In short, this is an excellent feature. The tool has excellent chat support that is available 24/7. As soon as they receive tickets, they will start working on solving the problem. Users can find the support button at the bottom of every page. However, phone support is available only for paid plans. Users can also contact the company by social media or email.
Apptivo security gives you control over different actions that users can execute or not in each CRM app. You can control reports, data, access to fields, individual activities, and searching features inside the app.
Features
- Workflow Automation
- Intelligent system
- Custom Reports and Views
- User-level data security
- API integration with webforms
Pricing
Apptivo offers a free trial and costs $10 a month after the free trial.
9. Copper
Copper can be perfect if you seek the best CRM providers with G Suite integration. It improves sales by lead management and automatically pulling data from Gmail.
This will help companies to convert leads into customers. The contact management feature lets users find contacts and maintain business relationships. The tool also allows users to see the progress of each deal through customizable pipelines.
You can manage tasks through email templates, including built-in emails that answer frequently asked questions, promote services, or greet new customers. At last, you can anticipate customer needs and keep on top of every discussion with the help of alerts and notifications. In short, this is a good CRM tool you can use.
Features
- Google Integration
- Pipeline reporting
- Task automation
- Project management
- Marketing tools
Pricing
Copper offers three premium packages that cost $29 to $134 monthly.
Conclusion
Selecting the best CRM providers is vital for businesses to optimize customer relationships. The CRM tools we mentioned are the top ones in the market, each with strengths and weaknesses. Salesforce stands out for its comprehensive cloud-based platform, while HubSpot offers an integrated marketing, sales, and service solution.
The Zoho CRM provides flexibility and affordability, and Freshsales boasts user-friendliness and integration options. Insightly merges CRM with project management.
However, the choice depends on specific business needs. In summary, based on your preferences, you can choose a platform.
Do you use a CRM system for your company?
Which CRM system do you use?
Tell us in the comment section below.
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