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The Best CRM Software of 2026

Salesforce may be the best-known CRM software brand, but Pipedrive, Freshworks and others are worthy competitors.

Mark Fairlie
Written by:
Mark Fairlie, Senior Analyst
author image
Editor verified:
Chad Brooks,Managing Editor
Last Updated Aug 27, 2026
Business.com earns commissions from some listed providers. Editorial Guidelines.
9.6 /10
Editor's rating
Best for AI-Driven Sales
  • Starts at $7 per seat per month (annual billing)
  • Free plan or 14-day free trial available
  • Email, chat and phone support
Visit Site
Links to HubSpot CRM
9.5 /10
Editor's rating
Best for SMBs
  • Starts at $12 per seat per month
  • 14-day free trial
  • 24/7 support (email, phone, chat)
Visit Site
Links to monday Sales CRM
9.4 /10
Editor's rating
Best for Automation
  • Starts at $14 per user per month
  • 14-day free trial
  • Live chat varies, phone on Premium
Visit Site
Links to Pipedrive CRM
9.4 /10
Editor's rating
Best for Growing Businesses
  • Starts at $14 per user per month
  • 15-day free trial
  • Email, phone, chat, remote assistance
Visit Site
Links to Zoho CRM
HoneyBook logo
HoneyBook
8.5 /10
Editor's rating
Best All-In-One Option
  • Starts at $29 per month, billed yearly
  • 30-day free trial
  • 24/7 email and live chat support
Table Of Contents Icon

Table of Contents

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At business.com, our team of technology experts has analyzed hundreds of tools and services designed to improve essential business operations, from POS systems to GPS fleet management services to remote PC access software, and we use these experiences to provide business owners with actionable guides and industry insights. Every playbook and explainer is infused with advice from real IT consultants, implementation experts, security specialists, software developers and more.

Our rigorous product review process involves in-depth industry research, vendor interviews, hands-on testing and service comparisons. Each analysis — whether for a business phone system, CRM platform, call center software or website builder — is independently verified by a business.com editor to ensure our recommendations are free of bias and errors. Learn more about our editorial process.

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How We Decided

When evaluating the best CRM software, we looked closely at each system’s features, such as lead generation tools, marketing capabilities and analytics. We considered whether the CRM’s dashboards and various functions were user-friendly and if the platform could be...

MoreMore

When evaluating the best CRM software, we looked closely at each system’s features, such as lead generation tools, marketing capabilities and analytics. We considered whether the CRM’s dashboards and various functions were user-friendly and if the platform could be customized. We compared plans and subscription costs to see which CRM vendor would provide the best value at the most affordable price. We also took into account each product’s limitations and the quality of customer service provided.

65

evaluated

13

researched

8

chosen

When evaluating the best CRM software, we looked closely at each system’s features, such as lead generation tools, marketing capabilities and analytics. We considered whether the CRM’s dashboards and various functions were user-friendly and if the platform could be customized. We compared plans and subscription costs to see which CRM vendor would provide the best value at the most affordable price. We also took into account each product’s limitations and the quality of customer service provided.

65

evaluated

13

researched

8

chosen

Customer relationship management (CRM) software helps your team identify leads and track them through your sales pipeline, offering them the nurturing they need to convert and become customers. The best CRM software automates work that, until recently, required manual effort by your team. Thanks to the introduction of AI agents and increasingly useful workflow automation tools, these CRM platforms help your sales teams focus more on selling rather than data entry. Below are our top choices for the best CRM software available to businesses right now,, backed by hundred of hours of research from our expert reviewers

Compare Our Best Picks

BDC Ribbon
Our Top Picks for 2026
HubSpot CRM
monday Sales CRM
Pipedrive CRM
Zoho CRM
HoneyBook
Freshsales CRM
Oracle NetSuite CRM
Salesforce CRM
Rating (Out of 10)9.69.59.49.48.59.39.29.2
Best for

AI-Driven Sales

SMBs

Automation

Growing Businesses

All-In-One

Sales Managers

ERP Capabilities

Customization

Starting prices

$7 per seat per month

$12 per seat per month

$14 per month, per user

$14 per month per user

$29 per month, flat rate

$9 per month, per user

Custom quote

$25 per month, per user

Free trial

Free plan or 14-day trial

14 days

14 days

15 days

30 days

21 days

No

30 days

Email features

Scheduling, templates, tracking, analytics, AI generation and personalization

Templates, native integration, tracking, mass email and sequences on Pro

Bulk send, segmentation, scheduling, tracking, templates, analytics

Mass email sends, campaigns, scheduling, tracking, custom links, AI analytics

Proposals and contracts, templates, automations, AI-drafted replies

Email templates, automation, tracking, sales sequences

Automation, target lists, scheduling, personalization

Bulk sending, personalization, segmentation, template designs, tracking

Cloud Document Storage

Up to 5,000 documents per account on Smart CRM Professional

5GB on Basic, up to 100GB on Pro; no free plan

Synced to the user’s Google Drive, Microsoft OneDrive and SharePoint

1GB on Standard; 5GB plus 1GB per user license on Enterprise

Unlimited brand and file storage

From 2GB per user on Growth plan

100 GB on Standard tier

10GB

Support

Email, chat and phone support (depending on plan)

24/7 support (email, phone, chat)

Varied live chat support; phone support on Premium and Ultimate

Email, phone, live chat, remote assistance

24/7 email and live chat

24/5 phone, email, chat support

24/7 ticketing plus self-service

Knowledge base, Trailhead and Global Trailblazer Community (24/7 phone support and dedicated account manager available)

Integrations

2,000

150

400

1,100+

7 (plus Zapier integration)

1,200

700

3,000

Review Link
Scroll Table

Our Reviews

Hubspot logo
Editor's Rating: 9.6/10
Visit Site
Links to HubSpot CRM

HubSpot combines CRM, marketing and customer service tools in a single platform, making it easy to manage customer relationships throughout the entire lifecycle. We were particularly impressed by how HubSpot uses AI to support sales teams through lead scoring, workflow automation, forecasting and prospecting tools. The platform also makes it easy to visualize and manage complex sales processes with customizable pipelines and automations.

Additionally, HubSpot’s advanced analytics and reporting tools offer deep insights into how well both teams are doing, so you have the data you need to constantly refine their strategies and approaches for greater success. Finally, HubSpot’s powerful AI tools help near-eliminate repetitive tasks, boost productivity and accelerate marketing and sales activities. This is why HubSpot stands out as the platform you should choose to integrate your teams, maximize their efficiency, and improve their performance.

hubspot sales workplace

HubSpot’s sales workspace brings tasks, schedules, leads and sales activities into one place, making it easier for reps to prioritize their work. Source: HubSpot

HubSpot’s pricing structure can be confusing because the company sells both its Smart CRM platform and several specialized products called Hubs. Smart CRM serves as the foundation for the HubSpot ecosystem, while products such as Sales Hub, Marketing Hub and Service Hub add functionality for specific business needs. Because we’re focusing on HubSpot’s AI-powered sales tools, we’ve highlighted Sales Hub pricing below. We also included Smart CRM pricing because many businesses use the two products together.

Smart CRM Pricing

PlanPrice (annual billing)Key features
Free$0
  • Manage contacts, companies and deals
  • Organize your pipeline
  • Sync your data
Starter$20 per seat per month
  • Core CRM records and pipelines
  • Breeze Assistant
  • Up to two deal pipelines
  • 500 HubSpot Credits
Professional$50 per seat per month
  • Custom reporting
  • Duplicate management
  • Teams
  • AI-powered data enrichment
  • Customer data management
  • 3,000 HubSpot Credits
Enterprise$75 per seat per monthEverything in Professional, plus:
  • Custom objects
  • Advanced permissions
  • Sandboxes
  • Sensitive data controls
  • 5,000 HubSpot Credits

Sales Hub Pricing

PlanPrice (annual billing)Key features
Free$0
  • Contact management
  • Deal tracking
  • Meeting scheduling
  • Basic reporting
  • Access to HubSpot’s free tools
Starter$7 per seat per monthEverything in the Free plan (with fewer limits), plus:
  • Calling
  • Basic sales automation
  • Data Agent
  • Intent signals
  • Task queues
  • Breeze Prospecting Agent
  • 500 HubSpot Credits
Professional$90 per seat per monthEverything in Starter, plus:
  • Conversation intelligence
  • Forecasting
  • Call recording and transcription
  • Advanced automation and sequences
  • AI meeting assistant
  • Predictive lead scoring
  • Sales analytics
  • Smart Deal Progression
  • 3,000 HubSpot Credits
Enterprise$150 per seat per monthEverything in Professional, plus:
  • Advanced deal and pipeline analytics
  • Lead form routing
  • Pipeline approvals
  • Custom channels API
  • AI transcript enrichment
  • 5,000 HubSpot Credits

Note that HubSpot’s base subscription price may not reflect your total cost. Onboarding is mandatory on the Professional and Enterprise Sales Hub tiers and is charged as a one-time fee of $1,500 on Professional and $3,500 on Enterprise. Depending on your plan, you may also pay for additional marketing contacts or HubSpot Credits, or incur charges for certain premium features and services.

  • HubSpot combines CRM, marketing and customer service tools in a single platform, making it easy to manage customer relationships across teams.
  • We like how HubSpot's AI tools help automate prospecting, lead qualification, forecasting and other time-consuming sales tasks.
  • The platform offers more than 2,000 integrations, allowing businesses to connect HubSpot with their existing software stack.
  • Many of HubSpot's most valuable sales and AI features are reserved for the Professional and Enterprise plans.
  • Phone support isn't available on the Free or Starter plans.
  • Mandatory onboarding fees on the paid tiers, plus HubSpot Credits and premium services, can increase the total cost of ownership well beyond the per-seat price.

HubSpot earned an 8.3 out of 10 across more than 5,000 reviews on TrustRadius. Customers frequently praised HubSpot’s third-party integrations with key business software, strong automation capabilities that supported lead scoring and nurturing, and improved sales performance with faster sales closures and lead conversion. However, reviewers sometimes cited limited customization, especially when it comes to reporting, as a downside. Some also complained about a steep learning curve, as well as essential features being locked behind higher pricing tiers.

“Prior to working with HubSpot CRM, we used a CRM that lacked functionality for the customer follow-up process. There was a huge disconnect between what we were doing and what was actually working and benefiting us. Since switching to HubSpot, we have been able to implement automatic follow-up more effectively, utilize tracking and reporting features to our benefit, and have a more trackable process,” one user wrote.

Editor's Rating: 9.5/10
Visit Site
Links to monday Sales CRM

In our review of monday.com Sales CRM, we found the platform provides a comprehensive set of tools to overcome these problems. We liked that managers can streamline their team members’ workloads quickly by building customized workflow automations with the platform’s easy-to-use drag-and-drop interface. This leaves more time to focus on core administrative, marketing, sales, and service responsibilities. We also liked how marketing teams can use the platform to plan, launch and track campaigns to customers, getting instant performance information on the customizable real-time dashboard. Better still, the built-in communications platform records all external interactions whether by email, SMS, phone or other channels, building up each client’s history in the shared database.

monday CRM workflows

monday Sales CRM allows SMBs to automate workflows precisely to improve efficiency and manage customers up to and beyond the sale . Source: monday.com

What impressed us most on this update, though, is how far monday has pushed AI into the day-to-day sales workflow. Paid plans now include AI agents that do real work rather than just summarizing it. For example, an outreach caller agent qualifies and engages leads around the clock and logs call summaries back to the CRM; a lead sourcer agent finds and enriches prospects matching your target profile; a meeting prep agent briefs reps before every customer call; and an AI notetaker that turns conversations into follow-up actions. Sidekick, monday’s context-aware assistant, monitors the entire platform, and Pro subscribers can chain agents together with the AI workflow builder. For a small team without a dedicated sales operations person, these AI agents can make a difference that’s well worth the investment.

Monday Sales CRM prices per seat with a three-seat minimum, and all four tiers are billed either annually or monthly. Note that the top tier, formerly called Enterprise, is now named Ultimate.

PlanPrice (annual)Price (monthly)Features
Basic$12 per seat per month$18 per seat per month
  • One workspace
  • One custom dashboard
  • 1,000 active contacts and deals
  • Unlimited customizable pipelines
  • Up to 20 quotes and invoices per month
  • 5GB file storage
Standard$17 per seat per month$25 per seat per monthEverything in Basic, plus:
  • Standard AI — outreach caller, lead sourcer, meeting prep and notetaker agents
  • Sidekick AI work assistant
  • Two-way email sync with Gmail and Outlook
  • Centralized communications hub
  • Three workspaces, five dashboards
  • 10,000 active contacts and deals
  • 250 custom automations per month
  • 20GB file storage
Pro$28 per seat per month$41 per seat per monthEverything in Standard, plus:
  • AI workflow builder
  • Mass email sends and email sequences
  • Sales forecasting and CRM metrics
  • 15 workspaces, 50 dashboards
  • 100,000 active contacts and deals
  • 25,000 custom automations per month
  • 100GB file storage
UltimateCustom quoteCustom quoteEverything in Pro, plus:
  • Enterprise-grade security and governance
  • Advanced permissions
  • HIPAA compliance
  • Unlimited workspaces, dashboards, contacts and deals
  • 24/7 prioritized support and tailored onboarding
  • White-glove migration

Unlike other providers, monday.com has set amounts of seats you must purchase each month. The minimum is three which increases to five, 10, 15, 20, 25, 30, 40, 50, 100 or 200+ users. This means you might have to subscribe to more seats than you need or limit access to certain employees, depending on the subscription level you choose.

  • There are near limitless customization options on the platform ranging from lead scores and labels to pipelines and dashboards.
  • You can program in workflows to automate repetitive, necessary, but unproductive tasks like changing contact statuses and sending notification alerts.
  • The AI agents included from the Standard plan up handle outreach calling, lead sourcing and meeting prep — work that would otherwise need a dedicated sales operations hire.
  • To be able to customize workflows, you require knowledge of Excel-type formulas in some instances.
  • There are limits to the number of automations, contacts and deals depending on subscription levels.
  • The requirement to purchase in seat increments is arbitrary and inflexible. Would you want to pay for 100 users if you only had 70 members of staff?

Monday Sales CRM earned an 8 out of 10 across more than 200 reviews on TrustRadius. Customers routinely praised monday for its ease of use and effective automation tools, as well as its flexible customization options. However, some users reported limitations when it came to handling complex data, challenges setting up automations and high costs for adding new team members.

“monday CRM is well suited to keep everyone accountable, as it is the one source of truth for people to refer to. This prevents items slipping through the cracks and being missed. It is also good to refer back to what has been completed since the project started. It is great how people from different business units are able to access the same boards,” one user wrote.

Pipedrive logo
Editor's Rating: 9.4/10
Visit Site
Links to Pipedrive CRM

We found Pipedrive to be an intuitive platform that allows teams to automate multiple sales pipelines for different types of products and services. Bringing in this level of organization will help sales reps manage their day more effectively, stay on top of each lead and be alerted if a deal requires their attention or has been stuck in a pipeline for too long. Managers can use the platform’s smart visual sales pipeline to track the progress of every deal in real-time, and the forecasting tool will be a great help in determining which leads to prioritize and which reps might require extra training or support. We really like the range of add-ons that help reps close more deals (like the Ring.io power dialler and Apollo.io prospector database) and the integrated email marketing platform that provides an additional lead generation channel.

Pipedrive workflows

Building workflow automations in Pipedrive is straightforward with numerous available templates. Source: Pipedrive

We really like the range of add-ons that help reps close more deals, such as the LeadBooster bundle that packages chatbots, live chat, web forms and the Prospector lead database into a single subscription, alongside the integrated Campaigns email marketing platform that provides an additional lead generation channel. We also like Pipedrive’s Slack integration, which automatically notifies the team about the latest sales successes, driving collaboration and raising team morale. If you have a talented sales team that’s often overwhelmed with the amount of deals and in need of a better, more efficient sales process, Pipedrive might be the answer.

Since our last review, Pipedrive consolidated its lineup from five plans to four. The tiers below are billed annually, which saves roughly $10 to $20 per tier per month. There is no free plan, but every tier includes a 14-day trial with no credit card required.

PlanPrice (billed annually)Features
Lite$14 per user per month
  • Lead, calendar and pipeline management
  • Customizable pipelines
  • Data import and export
  • Email inbox
  • Alerts and notifications
  • AI-powered report creation
  • Real-time sales feed
  • Mobile apps and calendar syncing
  • Product catalog
  • 500+ integrations
Growth$39 per user per monthEverything in Lite, plus:
  • Full email sync with open and click tracking
  • Bulk email
  • Automations and nurturing sequences
  • Subscriptions, installments and revenue forecast reports
  • Meeting scheduler and contacts timeline
Premium (most popular)$59 per user per monthEverything in Growth, plus:
  • LeadBooster lead generation and automated lead routing
  • Custom scoring models and company data enrichment
  • AI-powered email writing, summarizing and replies
  • Shared team inboxes and multiple email account sync
  • Contracts, proposals and e-signatures
  • Formula fields, required fields and granular permissions
Ultimate$79 per user per monthEverything in Premium, plus:
  • Security alerts, rules and IP- and time-based access restrictions
  • Phone and email data enrichment
  • Non-developer sandbox testing account
  • Extended phone support hours
  • Partnership discounts on PandaDoc, CloudTalk and Surfe
  • Pipedrive's set of sales management and reporting features and customizable automations are ideal for any company that relies on sales teams to close deals.
  • We appreciate the features on Pipedrive that help generate new leads, like the email marketing campaign platform, live chats, chatbots and web capture forms.
  • This intuitive platform allows you to share not only reports but all the dashboards with your team, enhancing collaboration and productivity.
  • Pipedrive is very focused on its use case - sales management and marketing improvement - and its functionality outside that is limited in comparison to other platforms.
  • Some of the limits applied to useful features like open deals, custom fields and active automations are low on more entry-level subscriptions.
  • The Lite plan is thin: it has no workflow automation, no full email sync and no forecasting, so most teams will need Growth at minimum. Extended phone support is reserved for Ultimate subscribers.

Pipedrive earned an 8.6 out of 10 across more than 500 reviews on TrustRadius. Reviewers found Pipedrive to be highly customizable with strong third-party integrations with other business software. It also earned praise for its effective sales pipeline management, supporting users in tracking and nurturing leads. Frequently cited limitations include minimal customization flexibility and lacking reports and automation features.

“I would highly recommend Pipedrive as a CRM, especially for smaller businesses. The price is very reasonable for all of the functionality and features that Pipedrive provides. There are easy, pre-built workflow automations or you can create your own workflow automations, track activities across organizations, contacts & deals, along with many other additional features, some of which may be add-ons but there are a lot of features to that can be utilized like AI, webhooks, smart documents, and many more,” one user wrote.

Zoho CRM logo
Editor's Rating: 9.4/10
Visit Site
Links to Zoho CRM

Growing a business is challenging. You need to ensure that all your teams are aligned in their efforts, business processes are scaled effectively, and your customers receive the high level of service they have come to expect. This is where a flexible, affordable CRM comes in. We recommend Zoho CRM as the best CRM for growing businesses because it helps companies manage expansion while maintaining customer relationships and improving team performance.

Zoho CRM impressed us with its scalability and flexibility, vital for any company intent on expansion. Its intuitive user interface is very well executed, which helps reduce the learning curve and increase CRM adoption among your team. We really liked how the platform handles omnichannel communications, bringing all your customer conversations — from email, phone, SMS and social media — into one visual dashboard. It can even notify you when your brand is mentioned online so your team can take immediate action.

We were impressed by Zoho’s extensive customization options, which make it easy to tailor the platform to your company’s unique workflows and branding. Efficiency is further improved by Zoho’s built-in AI assistant that can automatically update customer records, recommend and build custom workflows, identify pipeline anomalies and alert sales reps to potential issues. We also loved Zoho’s extensive app marketplace and its large selection of popular tools that can be integrated to drive productivity.

Zoho forecase anomalies

Zoho can identify deal and forecast anomalies and notify sales reps so they can take immediate action. Source: Zoho

Zoho CRM offers a free plan available for up to three users. It includes basic lead and deal management, limited workflow automation, standard reporting, email integration and mobile app access.

PlanPriceFeatures
Standard$14 per user per month
  • 250 mass emails daily
  • lead scoring
  • automation workflows
  • multiple pipelines
  • web forms
  • sales forecasting
  • custom dashboards, fields and reports
  • social data enrichment
  • customizable dashboard and lead form designs
  • classic support level
  • 1 GB of free file storage
Professional$23 per user per monthEverything in the Standard plan plus:
  • 500 mass emails daily
  • custom links
  • unlimited custom list views and reports
  • workflow blueprints
  • CPQ module
  • webhooks
  • Google Ads integration
Enterprise$40 per user per monthEverything in the Professional plan plus:
  • 1,000 mass emails daily
  • custom signals
  • custom modules and buttons
  • page layouts
  • autoresponders
  • Conversational AI (Zia)
  • multiuser portals
  • advanced analytics and customization
Ultimate$52 per user per monthEverything in the Enterprise plan plus:
  • 2,000 mass emails daily
  • enhanced storage and feature limits
  • advanced support
  • dedicated database clusters
  • 5 GB of free file storage plus 1GB/user license
  • extended 30-day free trial
  • Zoho CRM offers a wide range of features for sales, marketing and customer service, as well as access to the broader Zoho product suite, making it a comprehensive solution for businesses.
  • The platform's AI capabilities help streamline workflows, support lead generation, analyze data and uncover valuable business insights.
  • Zoho Marketplace provides more than 1,100 ready-to-go integrations, including apps for remote collaboration, marketing and inventory management, allowing you to customize your CRM with additional tools and functionality.
  • While the standard plan is affordable, it may lack certain essential features, including Google Ads integration, data encryption and webhooks.
  • Advanced automation, analytics and prospecting features powered by Zoho’s AI are available only on top-tier plans.
  • Some users have reported occasional slow loading times or connection issues.

Zoho CRM earned an 8.5 out of 10 across more than 1,000 reviews on TrustRadius. Reviewers often praised Zoho CRM for its flexible customization options, strong third-party integrations with other business software, and useful lead contact organization tools. Commonly cited drawbacks include complaints about the user interface and navigation, as well as limited reporting capabilities.

“Well suited for industrial B2B businesses, where timelines are quite long, and not suited for retail businesses that get a lot of customers every day. It is also well suited for technical sales, where the number of products is large and high-value, but not suited for small shops where products are low-value and in large numbers,” one user wrote.

HoneyBook logo
Editor's Rating: 8.5/10

HoneyBook is an all-in-one business management platform primarily targeted at freelancers, small business owners and those in the creative sector. Honeybook manages everything from lead generation and client management to invoicing and payment processing. The AI-powered automation built into HoneyBook requires no coding knowledge, allowing users to create their own automations and customizations.

Honeybook dashboard

With Honeybook, you can view all client communications on one user-friendly dashboard. Source: Honeybook

When we tested it, we loved the simplicity of the dashboard and the ability to quickly add the information and metrics most important to you. You can choose to display your calendar on the dashboard to stay up to date with upcoming tasks and meetings so you stay organized and on top of your workload. Larger businesses may require more functionality, but for small businesses seeking a user-friendly and affordable solution, HoneyBook’s free trial is worth trying.

One thing that separates HoneyBook from the per-seat platforms elsewhere on this list is that it charges a flat monthly rate rather than billing by user, so a solo operator pays the same as a small team on the same tier. We also like that the AI tools are included on every plan rather than gated behind an upgrade: HoneyBook AI drafts email replies, builds automations from a plain-language description, takes meeting notes, flags high-value leads as they come in and enriches new lead records automatically. For a one-person business with no operations support, that is genuinely useful rather than decorative.

HoneyBook prices per account rather than per user, so the figures below cover your whole business at the listed tier. Annual billing saves up to 18 percent against the monthly rate.

PlanBilled yearlyBilled monthlyFeatures
Starter$29 per month$36 per month
  • Unlimited clients and projects
  • Invoices and payments
  • Proposals and contracts
  • Calendar
  • All professional templates
  • Client portal
  • Basic reports
  • Up to 2 live lead forms
  • HoneyBook AI
Essentials$49 per month$59 per monthIncludes all Starter features, plus:
  • Scheduler
  • Automations
  • QuickBooks Online integration
  • Up to 2 team members
  • Up to 10 live lead forms
  • SMS reminders
  • Removes the “Powered by HoneyBook” label
  • Standard reports
Premium$109 per month$129 per monthIncludes all Essentials features, plus:
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Advanced reports
  • Unlimited live lead forms
  • Onboarding specialist

Payment processing is billed separately from the subscription. Card fees start at 2.7 percent plus 10 cents per transaction and ACH bank transfers are charged at a flat 1.5 percent, with no international or premium card brand surcharges. HoneyBook also offers a 60-day money-back guarantee on paid subscriptions.

  • HoneyBook offers a wide range of features, from client management and project tracking to payments and scheduling, making it a great all-in-one choice for freelancers and small businesses.
  • HoneyBook is easy to navigate and use, even for those without extensive technical knowledge.
  • Flat-rate pricing means the cost does not climb as you add collaborators, which is unusual among the CRMs we tested and a real advantage for growing creative teams.
  • While HoneyBook provides some customization options, it may not be as flexible as other CRM platforms, particularly for businesses with highly specific needs.
  • New users may find it challenging to fully leverage all of HoneyBook's features, especially creating complex workflows.
  • There is no free plan, and team member access is capped at two until you reach the Premium tier.

HoneyBook earned an 8.1 out of 10 rating across 38 reviews on TrustRadius. These were considerably fewer reviews than the other CRM platforms we reviewed. Reviewers frequently praised HoneyBook for its automation features that helped streamline tracking leads through the sales pipeline and closing sales. A recurring theme was the platform’s support in sending quotes and contracts.

“It is good for single owners or very small teams. If you run a large business with many moving parts/people, this may not be the right fit,” one user wrote.

Freshsales logo
Editor's Rating: 9.3/10

Sales management is complex, especially now that customers expect to be able to communicate with you over multiple channels. Freshsales’ comprehensive range of features helps managers deal with an omnichannel environment and take control of lead generation and deal management to boost revenue. We really like how the platform seamlessly supports phone, email, SMS, WhatsApp and social media communication with clients. Every interaction is recorded, helping to build detailed individual customer profiles, ideal for sales staff to personalize their approaches. We particularly like the built-in cloud telephony that allows sales managers to get custom phone numbers, record calls for future analysis, leave pre-recorded voicemails and auto-route calls to the most qualified sales reps.

Freshworks sales pipeline

The Sales Essentials dashboard allows sales managers to see a broad overview of the key sales metrics, including deals won and lost. Source: Freshworks

Managers can also create customized automations and sequences to save their sales staff time and help them more effectively handle their workloads as well as target the most lucrative deals. We were impressed by the platform’s analytics, which allow sales managers to create and share a variety of custom reports either using numerous available templates or from scratch using a simple drag-and-drop function.

Freshsales offers three paid CRM plans ranging from $9 to $59 per user per month when billed annually. There is also a free plan for up to three users that covers contact and deal management, built-in chat and phone, and email integration, though it excludes workflow automation, sales sequences and AI features. Here’s a look at what each paid plan includes.

PlanPricing (Annual Billing)Key Features
Growth$9/user/month
  • Contact management
  • Kanban views
  • Contact lifecycle stages
  • Built-in email, chat and phone
  • Email templates
  • Custom fields
  • Basic workflows
Pro$39/user/monthEverything in Growth plus:
  • Contact scoring
  • Deal insights
  • Territory management
  • Sales sequences
  • Custom sales activities
Enterprise$59/user/monthEverything in Pro, plus:
  • Forecasting insights
  • Field-level permissions
  • Custom modules
  • Sandbox testing
  • Audit logs

Note that Branded Documents, Freshsales’ configure-price-quote (CPQ) and proposal-generation tool, is available as an add-on for $19 per user per month. Freddy AI Agent is also sold separately and starts at $49 per 100 sessions.

  • Every inbound or outbound contact with customers is recorded and logged so that sales reps can better personalize their communication.
  • Sales managers can run email, WhatsApp, social media, chat and SMS marketing campaigns to generate more leads for their teams.
  • Control who gets leads on your team based upon factors you choose including recent performance and subject matter expertise.
  • Many useful features like lead scoring, sales forecasting, multiple pipelines and sales sequences are only available on higher-tier plans. Freshworks also charges extra for features like Branded Documents and Freddy AI Agent, which can increase costs as your team grows.
  • For new CRM users, the sheer volume of features and customization options may require a longer onboarding time, even though the system is relatively easy-to-use.
  • Customer service is only available on weekdays, even to subscribers to the most expensive plans.

Freshsales earned an 8.9 out of 10 across more than 140 reviews on TrustRadius. Reviewers frequently praise Freshsales for its ease of use, claiming it has an intuitive user interface that is easily navigable without any training. Additionally, users often cite strong third-party integrations. Commonly referenced drawbacks include the platform’s reporting, as well as its mobile app experience.

“Generally speaking, for small to mid-sized teams, I really cannot recommend it enough. It has an excellent feature set, good amount of integrations, fairly customizable and backed by solid support. And the pricing is very competitive too. I feel like if your team is larger than that, you might want to look at other alternatives, but for teams that size, it’s really perfect,” one user wrote.

Oracle NetSuite logo
Editor's Rating: 9.2/10

If you’re looking for a CRM that incorporates ERP functionality like order and inventory management and accounting services, Oracle NetSuite CRM is a logical choice. As it’s part of the broader NetSuite platform, not only will it give you end-to-end management of the customer journey, but it will also enhance operational efficiency across your entire business.

Oracle Netsuite CPQ

The CPQ tool in NetSuite CRM is excellent for complex quotes with variable input costs. Source: Oracle NetSuite

We like that NetSuite allows you to customize nearly every aspect of the CRM, especially its in-depth automation flows. This ensures the final setup perfectly reflects your business processes and is future-proof and ready to scale with your company. Hundreds of integrations available through Oracle’s app marketplace can help you further tailor your platform.

We also appreciate NetSuite’s impressive range of tools to improve the productivity of your sales teams and your ability to accurately predict future performance. We found real-time sales forecasting, CPQ functionality, upselling recommendations and partner relationship management program particularly helpful for businesses that want to streamline their sales operations. Another stand-out feature that impressed us is the e-commerce add-on module that allows firms to optimize everything from POS order management to same-day shipping.

Pricing for NetSuite CRM is custom, depending on the company’s size and business needs, with no public benchmark information available.

However, our research indicates that the minimum monthly price is over $1,000 for the core package, with an additional charge of $129 to $199 per full user license on top. Since our last review, Oracle raised the floor on full user licenses from $99 to $129, so businesses renewing an older contract should expect an increase. Lighter self-service seats cost considerably less, and matching staff to the cheapest license that does their job is the single biggest lever on what you pay.

  • Oracle NetSuite CRM integrates seamlessly with its wide-ranging ERP platform, giving you the option to build a software solution you can run your entire business from.
  • The platform offers a wide range of sales and e-commerce-focused features, including CPQ functionality, commission management, upselling and cross-selling recommendations, and partner management programs for third-party sales.
  • A self-service portal empowers customers to place and track orders and process payments, without disturbing support and sales teams.
  • While the sheer level of customization options is a strong selling point, the system is complex and staff using it will have to traverse a steep learning curve.
  • Oracle NetSuite CRM cannot operate as a standalone system, and it will require a subscription to NetSuite’s core ERP platform, which can be pricey for small businesses.
  • NetSuite CRM’s email marketing capabilities are limited, with email template customization requiring HTML technical knowledge.

Oracle NetSuite earned an 8.1 out of 10 across more than 1,400 reviews on TrustRadius. It’s often described as best for automating complex processes for mid-sized to large businesses, but too powerful for small businesses with simpler needs. For more complex businesses, though, NetSuite is often cited as boosting efficiency and saving time, particularly surrounding accounting and inventory management functions. Drawbacks include a dated and clunky user interface, as well as system lag that can impact workflow.

“NetSuite ERP is a very robust ERP. For a small business, it might be overkill and even too expensive. What I mean by this is that there are advanced functionalities that NetSuite ERP has, such as forecasting, warehouse management, and custom workflows, that are not necessary for a small business. However, as a business starts to grow, NetSuite ERP provides endless growth opportunity to meet a company’s needs. We are still technically a small company of only 15 employees, but NetSuite ERP has the ability to help us grow and we will not outgrow NetSuite ERP. NetSuite ERP can handle financial tracking with P&L, tax calculations, shipping, vendor management, and so much more,” one user wrote.

Editor's Rating: 9.2/10

For companies that want maximum control over their business processes, it’s hard to find a platform that competes with Salesforce. It offers the extreme flexibility of Oracle NetSuite but, unlike NetSuite, Salesforce can work as a standalone platform. We were very impressed by how easily you can create custom workflows for your marketing, sales, and customer service teams with Salesforce, introducing real operational efficiency to your company.

Salesforce Datorama

Datorama is an extension to the Salesforce marketplace allowing users to create apps for deep marketing insights. Source: Salesforce

We also liked that you can build on this with the vast array of apps available in the system’s well-stocked marketplace. This has only improved with the introduction of AI to the platform, which helps reps close deals, service teams resolve customer issues, suggest workflows, and improve decision-making. Salesforce now markets Sales Cloud as Agentforce Sales, and the AI agents that give the product its new name (lead nurture, sales coaching, pipeline management) unlock at the Enterprise tier and above, so budget accordingly if agentic AI is what you are shopping for. The initial setup will take time and there is a learning curve, but once fully implemented, Salesforce will unlock the latent potential in your business.

Salesforce raised prices across its upper tiers and renamed the top edition. Every tier above the Starter Suite is billed annually. Starter Suite is the only paid edition available month to month.

PlanPriceFeatures
Free Suite$0 (up to 2 users)
  • Core account, contact, lead and opportunity management
  • Basic pipeline tracking
  • Salesforce mobile app access
Starter Suite$25 per user per month
  • Account, contact, lead, task and opportunity management
  • Built-in sales flows and lead routing
  • AI automatically syncs emails, events and contacts
  • Web-to-lead capture
  • Mass emailing and email templates
  • Dynamic email marketing and analytics
  • Customizable reports and dashboards
  • Products and price books
Pro Suite$100 per user per monthEverything in Starter Suite, plus:
  • Greater customization and automation
  • Sales quoting and forecasting
  • Contracts, orders and quotes
  • Access to AgentExchange
  • Offline mobile functionality
  • Premier Support available as an add-on
Enterprise$175 per user per monthEverything in Pro Suite, plus:
  • Advanced pipeline management and deal insights
  • Conversation intelligence
  • Agentforce access
  • Web API
  • Opportunity scoring and splits
  • Sales teams and territories
  • Advanced reporting
Unlimited$350 per user per monthEverything in Enterprise, plus:
  • Predictive AI
  • Sales engagement
  • Premier Success Plan
  • Full sandbox
Agentforce 1 Sales$550 per user per monthEverything in Unlimited, plus:
  • The full Salesforce AI suite
  • Unmetered Agentforce usage for employees
  • Salesforce Spiff, Sales Planning, Sales Programs and Salesforce Maps
  • Tableau Next and Slack Enterprise+
  • 1M Flex Credits and 2.5M Data Cloud Credits per org per year
  • Salesforce, like Oracle NetSuite, offers incredible customization options. Unlike NetSuite, it can operate as a standalone solution.
  • For companies with complex operational needs, having sales, marketing and customer service teams using the same database and platform will greatly improve efficiency and collaboration as well as drive improvement.
  • The implementation of artificial intelligence on the platform is best in class and will assist everyone from customer service reps right up to C-suite decision makers.
  • The sheer level of choice Salesforce offers means that, if you don’t start out with a minimal viable product in mind, implementing the platform might be eternally delayed as you add further features.
  • Customer service could be a lot better and paying an extra 30 percent on top of your fees for their ultimate support package feels overpriced.
  • Although the platform is introducing more drag-and-drop and no-code interfaces, you still need to know CSS, HTML and other programming languages to customize certain Salesforce processes and elements.

Salesforce earned an 8.8 out of 10 across more than 3,000 reviews on TrustRadius. Common points of praise include flexible customization options and a strong sales pipeline management feature–set. Reviewers also cited strong lead tracking and qualification tools, as well as extensive reporting. However, Salesforce is more expensive than some other competitors, and reviewers felt it. Some mentioned a need for extensive training to become proficient with the system, as well.

“In the end, I think we can always make it fit — and that’s one of the powers of Salesforce. Because of its flexibility and wide range of possibilities, you can really make it work for almost any need. The key, though, is to make thoughtful decisions upfront and plan carefully how you set it up. If you do that, you’ll end up with a truly flexible and effective system,” one user wrote.

What Is CRM Software?

CRM software is a type of software businesses use to manage their sales and marketing interactions with current and potential customers. CRM stands for customer relationship management, so another way to think of CRM software is as a platform that helps companies manage their customer relationships throughout the customer lifecycle — from lead to renewal. With the help of a CRM system, you can generate leads, manage your deal pipeline, close sales, collect and store customer data, execute marketing campaigns, analyze business data and even automate workflows.

Any business engaged in sales can make excellent use of a CRM. For example, a clothing store may want to use a CRM to house customer data and identify its most loyal shoppers. A timeshare company can use a CRM to assist with lead management and ensure they are engaging their ideal prospects. An enterprise that wants to better coordinate between its sales and marketing teams will find CRM software gives it the tools to do so. However, a CRM system doesn’t make sense for certain types of businesses. For example, a fast-food restaurant is unlikely to use a CRM, and so is a doctor’s office. However, each may use other technology, such as a POS system and medical software, that contains applicable CRM functions.

What Are the Benefits of a CRM?

There are many benefits to using CRM software in your business, but these four stand out over all others.

  1. You’ll develop deeper customer insights. The sales funnel data generated by CRM software helps you gain a better understanding of what your customers want. Over time, you get to know what keeps prospective new clients in the funnel long enough to make an inquiry or purchase and then you can tailor your sales strategies accordingly. Also, by understanding your customers better, you can strengthen and retain client relationships.
  2. You can monitor employee performance. Without centralized information on prospecting and conversion rates, it’s difficult to know who on your sales team is not getting in touch with enough new people and who’s not closing enough deals. But with a CRM, you get to see which team members are performing better than others. CRM systems allow you to identify training opportunities for those struggling and make sure the top sellers get the best leads.
  3. Your team will increase productivity. CRM software automates repetitive, dull and unproductive but necessary tasks, increasing efficiency. Since CRMs improve communication between sales, marketing, customer service and other teams, you also reduce redundancies and confusion. By streamlining business operations with a CRM, your employees will waste less time and can focus more on revenue-generating activities.
  4. You’ll get game-changing business insights. The best CRMs track analytics on everything from revenue to churn rates. With this data, you can identify patterns across the performances of your sales, marketing and customer service teams, as well as in your customers’ behavior. These metrics and insights are invaluable for improving your processes, forecasting future sales and refining your company’s budget.

How Many Types of CRM Software Are There?

There are three main kinds of CRM software. Here are the key points that define each type.

  • Operational CRMs help you market to your audience based on the data you collect from the software.
  • Analytical CRMs provide business foresight through customer data.
  • Collaborative CRMs allow you to share customer information interdepartmentally (e.g., between your customer service department and your sales team) based on customer interactions.
  • Campaign management CRMs are often described as both analytical and operational systems. These solutions are ideal for assisting with sales and marketing campaigns based on collected client data.
  • Strategic CRMs integrate with other apps, such as Mailchimp, to run marketing campaigns. These systems use collected customer data to inform business decisions about how to execute marketing campaigns.

It’s important to understand that even if you purchase, for instance, an analytical CRM, it doesn’t mean you won’t have access to features commonly found in campaign management or strategic CRMs. The best CRM software on the market usually has a standard set of core features regardless of type, and then you can customize the system either by upgrading to a higher plan with greater functionality or adding on services. With CRMs that boast open APIs, the possibilities are really limitless; you just need a developer who can build the platform into whatever you want it to be.

So even if you choose, say, a collaborative CRM because your top objective is to foster interdepartmental collaboration, you can still reap a lot of the use cases and benefits more closely associated with other CRM types thanks to overlapping features. The size of your business can also influence which type of CRM you choose to purchase. Generally speaking, the larger the company, the more complex your CRM software needs are likely to be, necessitating a fully featured solution. There are also industry-specific CRMs on the market.

How Much Would CRM Software Cost?

How much CRM software would cost your business depends on a variety of factors, from the number of users to the specific feature set. There are free and inexpensive CRMs, which are best for small teams and microbusinesses. These platforms come with integration options if extra functionality is needed. There are also heavy-duty CRM platforms that cost a substantial amount and have a much greater number of features (both native and plug-in). These CRMs offer better flexibility and scalability.

Here’s the general price range of CRM software.

  • Entry-level cloud-based CRM systems often have a free version, though these are typically capped at two or three users. Typically, basic paid subscriptions start at around $10 to $20 per user per month.
  • Midrange cloud CRM subscriptions tend to run from $25 to $60 per user per month. These systems generally meet most small business needs. If the inexpensive but ultralight solutions aren’t working for you, you’ll likely find a better solution at this price level.
  • Enterprise-level cloud CRMs are available for about $100 to $200 per user per month. These systems often offer higher levels of customization, more features and personalized customer support or training services.
  • High-end cloud CRM subscriptions can cost $350 per user per month or more — the most fully loaded AI-first tiers now list above $500 — but most small and midsize businesses will not need the wide range of features they offer.
  • On-premises CRM software can cost well over $1,000 per user license. In contrast to a cloud-based solution, these client-hosted systems offer a business more control but also require a significant upfront investment, as well as extensive technical knowledge and skill to maintain them.

Most cloud-based CRM providers offer the option of monthly or annual billing, with discounts of roughly 18 to 40 percent for paying for the year upfront. Vendors selling on-premises CRMs, where the system is hosted on your computer network, typically charge a flat, one-time, per-user fee.

Complicating matters further are add-on products and services, storage upgrades, implementation fees and automatic upgrades. One CRM software’s per-user price might be cheaper at first glance, but when you calculate the add-ons you need to achieve the functionality you want, it may end up costing you more.

A newer line item worth budgeting for is AI usage. Several vendors now include a monthly allowance of AI actions with each seat and meter anything beyond it: HubSpot sells HubSpot Credits and Salesforce meters Agentforce usage. Because these charges scale with how much work your AI actually does, a successful rollout can raise your bill rather than lower it. Ask any vendor what a typical month of overage looks like for a business your size before you sign.

When deciding how much you’re going to spend on CRM software, try to strike the right balance between understanding your current business needs, anticipating future needs and what your business can afford. Ensure you fully understand the pricing structure of any CRM product before you decide on a platform. Specifically ask about automatic upgrades, storage caps and user limits before signing a service agreement.

TipBottom line
Consider how many of your team members will need access to the CRM software. The fewer users you need to onboard, the less expensive and easier the CRM will be to implement.

What Kind of Data Will a CRM Provide My Business?

Pipedrive dashboard

Reporting dashboards, like this one from Pipedrive, allow sales managers to see multiple metrics on one screen. (Source: Pipedrive)

The specific kind of data a CRM will provide your business depends on the reporting and analytics module included in your CRM software. Generally speaking, however, you should seek a CRM solution that includes business performance metrics, user adoption metrics and customer perception metrics.

Business performance metrics refer to data related to sales, revenue, profit, etc. — they shed light on how your business is performing. User adoption metrics provide data on how your employees are using the software. Customer perception metrics monitor customer interactions with your business and client sentiment. With this intelligence, you can optimize how your company operates to better achieve its objectives.

Some specific CRM data points you may want to track include the following.

  • Cost per lead / customer acquisition cost: This dollar figure tells you how much your business is spending in its marketing efforts to acquire each new lead.
  • Sales conversion rate / close rate: This percentage indicates how many of your leads and prospects become customers.
  • Renewal rate: This number shows the percentage of your existing customers who renew their purchases or buy from you again.
  • Customer lifetime value: This figure estimates the revenue you can expect to generate from a customer over the length of your relationship.

The specific data your business tracks through its CRM should relate to your company’s goals or key performance indicators (KPIs). If your chosen CRM software isn’t capable of delivering the granular data you’re after, you may be able to upgrade to a package with advanced analytics or integrate the platform with a third-party data application.

How to Choose CRM Software

To choose CRM software, you should start by identifying your company’s needs. What do you want to accomplish via your CRM and, therefore, what features do you need it to contain? Next, you should determine your budget. How much can you afford to spend on a recurring monthly subscription for cloud-based software or upfront for an on-premises solution? After nailing down your desired features and budget, you should conduct research via buying guides like this one to identify which CRM systems offer the functionality you want at a price you can afford.

There are, however, some other factors to keep in mind. Business.com spoke to dozens of business owners and leaders about the criteria they prioritized when deciding which CRM to purchase for the first time or when switching CRMs.

Usability

Robert Resz, owner of Rad Bronco Parts, told us “ease of use” was one of his top priorities when looking for a CRM that would “streamline our sales processes without disrupting daily operations.” He ultimately found a system that enabled his “small team to work smarter, not harder.”

Tumble co-founder and co-CEO Zach Dannett confessed that he and his team “rushed into picking a CRM without fully understanding our needs” and “ended up with a system that was too complex for our small team.”

“We picked a CRM with all the advanced features, but our team found it too complicated to use effectively,” Dannett said. “We didn’t really need those extra features for our use. In the end, we switched to a simpler system that was compatible with our needs and that our team enjoyed using.”

Integrations

“When evaluating CRMs, integrations with tools we already used like ConnectWise Manage and Office 365 were key,” said Cyber Command CEO Reade Taylor. When shopping for CRM software, he urged, “Look for one that integrates with tools you already rely on. The more connected your tech stack, the better the experience you can provide customers.”

For Brad Smith, founder of Omni Home Ideas, “integration capabilities” were also top of mind. He sought a CRM system that would “seamlessly integrate with our existing software stack, particularly our project management and accounting tools.”

Scalability

Smith’s other concern was scalability, leading him to choose a “CRM that could grow with us.” He recommended, “Don’t just think about what your business needs now. Consider where you want to be in five years and choose a CRM that is capable of scaling and evolving as your business grows.”

RevOppAI founder Angela Green Urbaczewski named “ability to scale with the business” as her top factor, pointing out, “Free options can be a good starting point, but will the paid system best meet future needs?”

Customer Support & Training

Noting that “a lot of setup is self-serve,” Urbaczewski strongly advised considering implementation assistance and customer support.

“If it’s your first CRM setup, or you’re not an expert in this part of your business, investing in solid setup support can accelerate your business growth much faster than unfocused paid ads or marketing,” she said.

Though satisfied with his CRM platform, Resz admitted the “learning curve was steeper than anticipated” and expressed regret over not using the vendor’s support resources “sooner to leverage more features from day one.”

He recommended new buyers “take advantage of implementation resources and free training to get the most from your investment. A CRM is only as good as how well you can use it, so invest in your team to build the skills and workflows to maximize its impact.”

Smith had a similar experience. “If I were to go through the process again, I would place even more emphasis on user training and adoption from the outset to ensure all team members were fully onboard and maximizing the CRM’s capabilities from day one,” he said.

What Are Features to Look for in a CRM?

CRM features run the gamut, with lightweight services intended for quick and easy lead and customer relationship management to powerhouse functions that enable e-commerce and advanced analytics. Below are some of the most important features to look for.

Sales Tools

Your CRM should be capable of lead management and deal management, allowing you to monitor your pipeline and move prospects through the sales funnel. You should be able to score and qualify leads, contact prospects via phone and email, and close deals with the assistance of your CRM software. Additionally, there should be features that allow you to execute, monitor and evaluate sales campaigns. These tools are vital for optimizing the sales process.

Contact Management Tools

Hubspot customizable database

A customizable customer database like HubSpot’s allows you to create custom fields for whatever client information you want to record. (Source: HubSpot)

Your CRM platform should be able to automatically or manually collect data about your prospects and customers, whether by pulling in information from online sources or via an employee who enters in the details. The contact management tools should let you create a record for each prospective or existing client, one that tracks every interaction with your business. Furthermore, you should be able to segment your customers into different groups for specific targeting and monitoring. [Learn more about customer tracking.]

AI and Automation Agents

The biggest change in this category over the past two years is that CRMs no longer just store your data — they act on it. Every platform on this list now ships some form of AI agent, and the differences between them matter more than the differences in contact management ever did.

At the assistant end of the spectrum, tools like HubSpot’s Breeze Assistant, Zoho’s Zia and Pipedrive’s sales assistant draft emails, summarize records, surface deals that have gone quiet and generate reports from a plain-language prompt. At the agent end, the software does the task itself: Monday’s outreach caller agent qualifies and engages leads and logs the call summary, its lead sourcer agent finds and enriches prospects matching your ideal profile, and HubSpot’s prospecting agent researches leads and builds a personalized outreach plan for each one. Salesforce packages this as Agentforce.

Three questions are worth asking before you buy:

  • On which tier do the agents actually unlock? For example, Salesforce gates Agentforce at Enterprise, while monday includes agents from its second tier up.
  • How is usage billed? Several vendors meter AI actions beyond a monthly allowance, so a heavily used agent becomes a variable cost rather than a fixed one.
  • What happens when the agent is wrong? Look for a review step before anything customer-facing goes out, and check that you can see and correct what the agent did.
FYIDid you know
An AI agent is only as good as the data underneath it. If your contact records are full of duplicates, missing fields and stale job titles, an agent will confidently act on all of it. Most vendors now sell some form of data enrichment and duplicate management. Budget time for a cleanup before you switch the agents on, not after.

Marketing Tools

Modern CRMs are equipped with tools to create, execute and track marketing campaigns. They may natively allow email messaging and other communication methods, or let you integrate the system with a third-party service. Many CRM platforms now include social media management capabilities, such as scheduling posts and monitoring brand mentions across platforms like LinkedIn and Instagram. Built-in marketing tools are important for aligning marketing efforts with sales objectives.

Customer Service Tools

Since one of the core objectives of CRM software is customer relationship management, your CRM should allow you to communicate with clients and address any support inquiries. Your customer service team can use the CRM to respond to tickets, monitor open cases, track customer satisfaction and coordinate with other departments as issues arise. To help nurture your client relationships, you could even set up your CRM to remind you of a customer’s anniversary with your business and automatically send an email thanking them for their continued partnership.

Reporting Tools

CRM reports can indicate how well your sales and marketing campaigns are performing, how many prospects or sales you get within a certain time frame, the point at which leads drop off, how many outbound calls each sales representative has made in a given period, etc. These reports help you make informed decisions about your business, which is why robust analytics is a critical CRM feature to look for.

Automation

Zendesk drag-and-drop automation building tools

Some CRMs have drag-and-drop automation building tools while others, like Zendesk’s platform, use a step-by-step approach. (Source: Zendesk)

The best CRM programs automatically execute actions based on workflows you establish. For example, when a customer fills out a form, you can set up your CRM to automatically send a notification to the appropriate sales representative. Workflow automation minimizes or eliminates much of the time-consuming, nonproductive work involved in data entry and sharing. It gives your staff more time to make sales and reduces the chance a lead or customer complaint may be overlooked or lost in the system.

Bottom LineBottom line
To determine the features you need in a CRM, list what you want to do with it. Make sure you know exactly how you would use each feature and determine its potential value to you before investing in it. If you can’t see a clear use case for a feature, look for a solution or package that excludes it. You don’t want to pay for what you don’t need.

How Do I Implement a CRM Within My Business?

How you implement a CRM within your business will be determined based on whether you purchase an on-premises CRM system or cloud-hosted platform. With an on-premises setup, the software is installed on your servers instead of being hosted by the vendor. This option will be more time-consuming to manage, but installing a client-hosted CRM isn’t as complex as implementing other on-premises software, such as call center systems.

With cloud-based CRMs, installation is usually a matter of simply signing up for an online account and using a web browser or downloading a desktop application to access the software. The complete implementation process, however, does require more time and effort than that. You’ll need to set up user accounts for your employees, configure security settings, import any existing customer data, establish your preferred workflows and communications channels, create your sales and marketing campaigns, etc. The more you want to customize your CRM with prebuilt integrations or custom development, the longer implementation will take. As a result, it could be days or weeks — and, in some cases, months — before your CRM is fully ready to use.

Fortunately, the best CRM vendors offer a range of assistance options, from onboarding checklists and tutorials to setup wizards to dedicated, hands-on implementation support. Be aware, though, that some vendors treat onboarding as a mandatory paid service rather than a free one: HubSpot, for example, charges a one-time fee of $1,500 on Sales Hub Professional and $3,500 on Enterprise. Factor that into your first-year budget. Additionally, to ensure your team is ready to use the CRM once it’s set up, you should urge employees to take advantage of any training guides and videos, community forums or knowledge base the vendor offers. Some providers even have training webinars and workshops so users can better learn the system.

When your CRM software has been live for a few weeks, revisit how it’s operating to make sure it meets all of your needs and that your employees are comfortable with it. Then, address any trouble spots to optimize the system.

What Are Some Alternatives to CRM Software?

There are dozens of CRM software vendors, each with their own platform and value proposition. If our top picks don’t meet your needs, other systems we investigated that are worth considering for your business include the following.

Keap

Keap is a powerful contact management-driven CRM designed to help companies manage customers at each point in their sales journey. Most actions — including scheduling appointments, logging tasks, sending emails, requesting payments and creating deals — can be done straight from the contact view, minimizing distractions and accelerating the sales process. What sets Keap apart are its highly flexible workflow automations, which users can build using a simple drag-and-drop interface. It’s also possible to select one of the numerous customizable templates or run one of the pre-built, AI-powered cross-channel automation sequences.You can streamline customer communication and help declutter your team’s workday with automations to chase up unpaid invoices, follow up with webinar attendees or identify and act on upselling opportunities.

We really like Keap’s integrated email platform, built into the software, allowing for the easy creation of email designs, precise customer segmentation for better targeting, and powerful analytics tools to measure engagement. We also appreciated Keap’s built-in phone business line, which allows users to place calls and send texts straight from the CRM. This way, all the conversations are logged in the system for future reference and context. Users can even set up tasks from individual messages, ensuring nothing slips through the cracks. We were also impressed by the high volume of integrations, further extended through Zapier connections. See the full feature breakdown in our in-depth review of Keap.

Insightly

Repeat business is easier to find and more profitable than constantly searching for new customers to replace those that have churned. Selling again and again to the same customers has been the foundation of some of the world’s biggest businesses in the past two decades. If you want to build strong client relationships that go beyond winning the deal, Insightly is a CRM you should consider for managing the customer journey effectively and efficiently.

Customer knowledge is key to repeat business, so we were impressed by how Insightly enriches customer records with social data, identifies relationships between contacts and detects duplicates, ensuring you’re working from accurate data. You can stay in touch with your contacts by sending out between 2,500 and 10,000 marketing emails a day and track campaigns to determine which perform best. We also loved the powerful automation on Insightly, which we found key to creating workflows that prevent follow-ups from being forgotten and keep sales teams and managers up to date with the progress of each deal.

LessAnnoying

We really liked the Less Annoying CRM system when we first reviewed it and still do. This is a “what you see is what you get” CRM, priced at $15 per user for all features, with a 30-day free trial and no contracts or pricing tiers. It’s aimed squarely at microbusinesses with 10 or fewer employees. Although workplace automation is limited, the platform excels in several areas, including contract management, pipeline management, reminder settings, custom fields (to personalize your client database), and reporting and analytics. The drag-and-drop functionality is among the smartest and most intuitive we’ve seen on any CRM. You’ll pick up using the software in no time, and that’s one of the many reasons the Less Annoying CRM is ideal for beginners.

Methodology

To determine the best CRM software on the market, our team of sales experts and software analysts evaluated an initial list of 65 platforms. We then narrowed our selections to 13 systems to investigate further before choosing our top CRM programs as recommendations.

To help us narrow down the options at each phase and identify our eventual top picks, we interviewed vendors and participated in product demos, in addition to testing the software ourselves. We examined plan options and feature sets while also considering customization options and add-on services, such as whether email marketing tools were included in the core system or only available as an extra. We also took the time to research independent user reviews, looking for real-life testimonials to weigh against our own experience using each CRM.

Ultimately, our experts and analysts studied each solution’s functionality and judged the products on more than 30 factors. These factors were weighted differently in our overall conclusion. The weights were determined based on how much business owners prioritize these criteria when shopping for business software and services and making purchasing decisions.

  • Pricing (30%): Our experts and analysts compared and contrasted each vendor’s plans, judging which packages offered the best bang for your buck. We took into account monthly subscription rates, per-user fees, costs for cloud-based versus on-premises systems, implementation fees and add-on expenses.
  • Features (25%): We looked for standard CRM system functions like lead, contact and campaign management, automated workflows, revenue tracking and forecasting tools, and reports. We also assessed the available integrations and awarded extra points for advanced services, like omnichannel communications, no-code customization, AI-powered features and customer self-service abilities.
  • Ease of Use (25%): We tested the software ourselves, gauging each solution’s learning curve, user-friendliness and customization options. We also considered whether the program had easy-to-use marketing capabilities and if the vendor offered a fully featured mobile app for managing customer relationship and sales-related tasks on the go.
  • Customer Service (20%): We evaluated the range of each provider’s customer service options, including whether phone assistance was included with all package tiers. We also examined each vendor’s online resources for businesses interested in self-guided help.

Based on these criteria, we not only determined which CRM systems our readers could trust but also the ways in which each solution could best serve different business needs. Some platforms were better at certain tasks than others or more suited to a particular type of company. These takeaways informed the “Best for” use cases you see on this page.

To learn more about our methodology, see our full editorial process.

FAQs

No, Google Analytics is not a CRM. GA4 is a web analytics tool that helps businesses assess the effectiveness of their marketing efforts and understand their customers’ behavior. It provides data associated with consumers’ online activity and interaction with your brand, product or service. However, a CRM can use the information gathered from Google Analytics to assist your company’s marketing efforts. The best CRM software will integrate with GA4 so the two programs can work together to aid your business.

The difference between marketing automation and a CRM platform is that marketing automation is a software function that allows users to automate and schedule marketing campaigns like email campaigns and outbound telemarketing campaigns. In contrast, a CRM platform is a software program that hosts a database containing information on your prospects and customers and facilitates many sales, marketing and customer service tasks. The best CRM platforms today include marketing automation functionality; in other words, while a CRM platform refers to an entire system, marketing automation is a tool your CRM may enable.

Free CRM platforms can be good depending on the size of your company and your customer relationship management needs. If you have a microbusiness, for example, and only need CRM access for one or two users, a free solution can likely suffice. Free tiers are typically capped tightly — two users at HubSpot and Salesforce, three at Zoho and Freshsales — so companies with entire teams or multiple teams that require access will quickly exceed them. Additionally, the more features or advanced functionality you need, the less likely a free CRM will be suitable. Free solutions are typically limited in ability.

Yes, CRM software can be integrated with other software your business uses or wants to start using. CRM platforms are most commonly integrated with POS systems since both programs deal with sales and customer data. You may also want to integrate your CRM with your customer service or call center software, ensuring your customer service representatives have access to customer records stored in the CRM. If you already use a separate email marketing service or your chosen CRM doesn’t have built-in email tools, integrating your email marketing solution with your CRM software would streamline your marketing efforts.

Leading CRMs also integrate with social media platforms, business phone systems, enterprise resource planning (ERP) software, web analytics tools, communications platforms like Slack and accounting programs. Some can even connect to HR software, while CRM systems with an open API allow you to develop your own custom integrations.

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Mark Fairlie
Written by: Mark Fairlie, Senior Analyst
Mark Fairlie brings decades of expertise in telecommunications and telemarketing to the forefront as the former business owner of a direct marketing company. Also well-versed in a variety of other B2B topics, such as taxation, investments and cybersecurity, he now advises fellow entrepreneurs on the best business practices. At business.com, Fairlie covers a range of technology solutions, including CRM software, email and text message marketing services, fleet management services, call center software and more. With a background in advertising and sales, Fairlie made his mark as the former co-owner of Meridian Delta, which saw a successful transition of ownership in 2015. Through this journey, Fairlie gained invaluable hands-on experience in everything from founding a business to expanding and selling it. Since then, Fairlie has embarked on new ventures, launching a second marketing company and establishing a thriving sole proprietorship.