Best CRM Software in 2024 | FinancesOnline

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class="clearfix"></div> </div> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why_blue.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why_blue.png 1x, https://financesonline.com/media/themes/fot/dist/img/why_blue@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> <div id="fo-category-tabs" class="page-category__tabs dynamic-tabs"> <div class="main-container"> <a class="page-category__tab active big-tab" href="/c/crm-software/" data-target="#top20-tab" data-term="3" data-nojs="true" data-small-cat="true" > <h1>Best CRM Software in 2024</h1> </a> <a class="page-category__tab " href="/c/crm-software/?top10" data-target="#top10-tab" data-term="3">Product Comparisons</a> <a id="history-tab-enable" class="page-category__tab big-tab" href="/c/crm-software//#history" data-dynamic-tab="no" data-target="#history-tab" > History of CRM Software </a> </div> </div> <div id="dynamic-tab-content"> <div id="cat-top20" class="page-category__tab-content"> <div id="category-top20" class="category category--white flex-order" data-cat="3"> <div id="category-what-is" class="main-container order-2 content-visibility"> <div class="category__sections no-border"> <h3><span class="cat-icon cat-icon--what-is"></span>What is CRM Software?</h3> <p>CRM Software (or Customer Relationship Management Software) is a software category that includes applications which help businesses build strong relationships with their customers, boost conversations, and improve revenue rates based on customer data coming from multiple interaction channels (phone calls, website visits, social interactions, and so on).<a href="#" class="show-more-js">Show more</a><span class="show-more-hidden"> Companies use them to process and analyze customer information, make use of disconnected data to depict opportunities, create sales funnels, and carry out loyalty campaigns. The biggest benefit of CRM software is that it allows you to categorize customers according to their expectations, and devote attention to prospective buyers. The highest performing solution in this category is <a href='https://reviews.financesonline.com/p/hubspot-crm/'>HubSpot Smart CRM</a>.<a href="#" class="show-less-js">Show less</a></span></p> <h3 id="category-how"><span class="cat-icon cat-icon--ranking"></span>How was this ranking made?</h3> <p>To develop this list of best CRM Software we have analyzed 1,575 trending apps currently available on the market, comparing their features, ease of implementation, client support, offered integrations and mobile device support with our exclusive <a href="/scoring-methodology/" title="Scoring Methodology">SmartScore<sup>TM</sup></a> rating algorithm. This ranking has been prepared by Nestor Gilbert, our B2B expert dedicated to the CRM Software category.</p> </div> </div> <div class="main-container order-1"> <div class="col col--75 col--sm"> <div class="cats-tabs tabs"> <div class="cats-tabs__content"> <div id="cats-0" class="cats-tabs__content-inner tabs-content active"> <div class="category__rank"> <div class="category__rank-head"> <h3>List of Top 22 CRM Software</h3> <div class="category__rank-sort"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="3" data-size="small_business" data-count="22" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> </ul> </div> </div> </div> <div id="small_business_box"> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2h1YnNwb3QtY3JtLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="200" height="103" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM reviews" sizes="(max-width: 200px) 100vw, 200px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo2.png 200w, https://s.financesonline.com/uploads/2017/02/hslogo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-15422" data-id="15422" type="checkbox"> <span></span> <label for="compare-15422">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="HubSpot Smart CRM"> <span>1. </span> HubSpot Smart CRM </a> </h4> <span>Our score: <span class="blue">9.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3Qv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL25ldHN1aXRlLWNybS8jY2F0ZWdvcnk9Y3JtLXNvZnR3YXJl"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2024/02/Thumbnail-6.png 186w, https://s.financesonline.com/uploads/2024/02/Thumbnail-6-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-41048" data-id="41048" type="checkbox"> <span></span> <label for="compare-41048">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/netsuite-crm/" title="NetSuite CRM"> <span>2. </span> NetSuite CRM </a> </h4> <span>Our score: <span class="blue">9.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A robust CRM solution that boasts of providing companies with a complete 360-degree view of their customers. Equipped with email marketing, compensation management, and more, this gives you a central hub for customer information, knowledge base resources, and team management. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL25ldHN1aXRlLWNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NhbGVzZm9yY2Utc2FsZXMtY2xvdWQvI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesforce CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/07/Salesforce-Logo2.png 186w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-10903" data-id="10903" type="checkbox"> <span></span> <label for="compare-10903">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/" title="Salesforce CRM"> <span>3. </span> Salesforce CRM </a> </h4> <span>Our score: <span class="blue">9.7</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">N/A</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NhbGVzZm9yY2Vjcm1tdmYv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2NyZWF0aW8tY3JtLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="CRM Creatio reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/04/creatio-logo-thumbnail.png 186w, https://s.financesonline.com/uploads/2022/04/creatio-logo-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-190174" data-id="190174" type="checkbox"> <span></span> <label for="compare-190174">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/creatio-crm/" title="CRM Creatio"> <span>4. </span> CRM Creatio </a> </h4> <span>Our score: <span class="blue">9.3</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">96%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Creatio CRM is an end-to-end CRM solution that features high-end automation products for marketing, sales, and service, and a no-code platform providing a maximum degree of freedom for workflow automation, business application development, and UI customization.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2NyZWF0aW9jcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21vbmRheS1jcm0vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="monday.com sales CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail.png 186w, https://s.financesonline.com/uploads/2022/06/monday-sales-CRM-logo-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-82585" data-id="82585" type="checkbox"> <span></span> <label for="compare-82585">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/monday-crm/" title="monday.com sales CRM"> <span>5. </span> monday.com sales CRM </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A highly-customizable business solution that you can fashion for high-level CRM operations. The platform sports an easy-to-use visual design that packs a comprehensive set of features, including powerful automation. With monday.com CRM, you’ll be able to manage and automate key processes efficiently. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL21vbmRheWNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3pvaG8tY3JtLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Zoho CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM.png 186w, https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-306" data-id="306" type="checkbox"> <span></span> <label for="compare-306">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/zoho-crm/" title="Zoho CRM"> <span>6. </span> Zoho CRM </a> </h4> <span>Our score: <span class="blue">9.4</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">92%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3pvaG9jcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2JpZ2luLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Bigin reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail.png 186w, https://s.financesonline.com/uploads/2020/06/Bigin-Small-Thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-250719" data-id="250719" type="checkbox"> <span></span> <label for="compare-250719">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/bigin/" title="Bigin"> <span>7. </span> Bigin </a> </h4> <span>Our score: <span class="blue">8.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">96%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A quality all-in-one CRM designed for small businesses to keep track of prospects and visualize pipelines.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2JpZ2luLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVsaW5lLWNybS8jY2F0ZWdvcnk9Y3JtLXNvZnR3YXJl"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipeline CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/03/Pipeline-small-thumbnail.png 186w, https://s.financesonline.com/uploads/2023/03/Pipeline-small-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-363775" data-id="363775" type="checkbox"> <span></span> <label for="compare-363775">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipeline-crm/" title="Pipeline CRM"> <span>8. </span> Pipeline CRM </a> </h4> <span>Our score: <span class="blue">9.0</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Designed by salespeople for salespeople, the software helps users organize their sales pipeline and monitor their performance and progress. The platform is known for its comprehensive sales-centric reporting and analytics tools that can provide insights to optimize the sales process. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3BpcGVsaW5lY3JtLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2xlYWRzcXVhcmVkLXNhbGVzLW1vYmlsZS1jcm0vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="LeadSquared Sales + Mobile CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/01/LeadSquared-small-thumbnail.png 186w, https://s.financesonline.com/uploads/2023/01/LeadSquared-small-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-54413" data-id="54413" type="checkbox"> <span></span> <label for="compare-54413">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/leadsquared-sales-mobile-crm/" title="LeadSquared Sales + Mobile CRM"> <span>9. </span> LeadSquared Sales + Mobile CRM </a> </h4> <span>Our score: <span class="blue">9.2</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">N/A</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A popular automation software designed to streamline the sales process and optimize customer relationship management. Its standout HIPAA compliance offers a vital component for healthcare businesses. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2xlYWRzcXVhcmVkLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVsaW5lci1jcm0vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipeliner reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2.png 186w, https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-705" data-id="705" type="checkbox"> <span></span> <label for="compare-705">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipeliner-crm/" title="Pipeliner"> <span>10. </span> Pipeliner </a> </h4> <span>Our score: <span class="blue">9.1</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3BpcGVsaW5lcmNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3dpemVoaXZlLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Zengine by WizeHive reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/wizehive-logo2.png 186w, https://s.financesonline.com/uploads/2019/08/wizehive-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-38257" data-id="38257" type="checkbox"> <span></span> <label for="compare-38257">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/wizehive/" title="Zengine by WizeHive"> <span>11. </span> Zengine by WizeHive </a> </h4> <span>Our score: <span class="blue">8.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A CRM-centric grant management software that helps organizations in education, research institutes, and non-profits manage process lifecycles involving grants, fellowships, and awards among others. It features more than a thousand integrations, robust reporting, and a powerful built-in CRM module. These make it a go-to solution for cause-based organizations. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3dpemVoaXZlLw==" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2RheWxpdGUvI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Daylite for Mac reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2021/06/Daylite-for-Mac-thumbnail.png 186w, https://s.financesonline.com/uploads/2021/06/Daylite-for-Mac-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-42445" data-id="42445" type="checkbox"> <span></span> <label for="compare-42445">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/daylite/" title="Daylite for Mac"> <span>12. </span> Daylite for Mac </a> </h4> <span>Our score: <span class="blue">8.7</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">92%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A Swiss-knife CRM tool ideal for Mac, iPad, and iPhone business users. It helps businesses manage and organize all their CRM data from a single platform. It lets you organize all your emails, contacts, notes, projects, sales opportunities, calendars, and tasks. It is a fully-featured productivity application that lets you keep all your CRM data in a centralized location.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2RheWxpdGUv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2pvdGZvcm0vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Jotform reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/09/Small-Thumbnail-Jotform.png 186w, https://s.financesonline.com/uploads/2022/09/Small-Thumbnail-Jotform-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-36726" data-id="36726" type="checkbox"> <span></span> <label for="compare-36726">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/jotform/" title="Jotform"> <span>13. </span> Jotform </a> </h4> <span>Our score: <span class="blue">9.0</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2pvdGZvcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2VuZ2FnZWJheS8jY2F0ZWdvcnk9Y3JtLXNvZnR3YXJl"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="EngageBay reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2018/10/Engagebay-Logo-1-1.png 186w, https://s.financesonline.com/uploads/2018/10/Engagebay-Logo-1-1-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-123298" data-id="123298" type="checkbox"> <span></span> <label for="compare-123298">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/engagebay/" title="EngageBay"> <span>14. </span> EngageBay </a> </h4> <span>Our score: <span class="blue">8.9</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2VuZ2FnZWJheS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2RlamFvZmZpY2UvI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="DejaOffice reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/07/DejaOffice-PC-CRM-Small-Thumbnail.png 186w, https://s.financesonline.com/uploads/2020/07/DejaOffice-PC-CRM-Small-Thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-254439" data-id="254439" type="checkbox"> <span></span> <label for="compare-254439">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/dejaoffice/" title="DejaOffice"> <span>15. </span> DejaOffice </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">95%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>DejaOffice PC CRM helps users track leads and manage their contacts. You can view the communication history between you and your contacts on your desktop and your mobile devices. The platform also has an interactive calendar, where users can schedule and monitor their tasks, which they can pin on their desktops. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2RlamFvZmZpY2VwY2NybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2Vhc3ktYnVzeS1wZXRzLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="120" class="lazyload" alt="Easy Busy Pets reviews" data-src="https://financesonline.com/uploads/2020/08/easy-busy-pets-2-186x120.png" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-259564" data-id="259564" type="checkbox"> <span></span> <label for="compare-259564">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/easy-busy-pets/" title="Easy Busy Pets"> <span>16. </span> Easy Busy Pets </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">95%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Cloud-based software designed for pet care professionals that serves as a CRM, website builder and appointment scheduler in one. Easy Busy Pets helps pet care business owners stay compliant while saving time and money as they grow.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2Vhc3lidXN5cGV0cy8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NoYXBlLWxlZ2FsLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Shape Legal reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail.png 186w, https://s.financesonline.com/uploads/2019/09/shape-logo-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-175222" data-id="175222" type="checkbox"> <span></span> <label for="compare-175222">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/shape-legal/" title="Shape Legal"> <span>17. </span> Shape Legal </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A CRM software ideally used by those in the legal, finance, insurance, and real estate industries. ShapeLegal is a highly-scalable software that can be used by organizations of any size. It helps users take their minds off managing information and details by providing everyday task automation tools. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NoYXBlbGVnYWwv" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2luZm9mbG8vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="InfoFlo reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/07/infoflo-logo2.png 186w, https://s.financesonline.com/uploads/2019/07/infoflo-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-354" data-id="354" type="checkbox"> <span></span> <label for="compare-354">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/infoflo/" title="InfoFlo"> <span>18. </span> InfoFlo </a> </h4> <span>Our score: <span class="blue">9.1</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>InfoFlo is a software tool that lets you fully integrate and manage contacts and improve business relationships by efficiently tracking leads and creating a sales process. It is simple and easy to use. Also, it has additional modules for newsletter management, market automation, call center management, and many more.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2luZm9mbG8v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2hvbmV5Ym9vay8jY2F0ZWdvcnk9Y3JtLXNvZnR3YXJl"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HoneyBook reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/03/Small-Thumbnail-HoneyBook.png 186w, https://s.financesonline.com/uploads/2023/03/Small-Thumbnail-HoneyBook-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-218244" data-id="218244" type="checkbox"> <span></span> <label for="compare-218244">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/honeybook/" title="HoneyBook"> <span>19. </span> HoneyBook </a> </h4> <span>Our score: <span class="blue">8.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>An all-in-one business management solution that helps users organize work activities, connect with clients, and issue payments on time. It also keeps track of all appointments and can be used to communicate and schedule meetings with clients, send proposals, and many more. Collecting pay online is easy as well through its payment processing options. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2hvbmV5Ym9vay1jcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2V3YXktY3JtLyNjYXRlZ29yeT1jcm0tc29mdHdhcmU="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="eWay-CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/eWay-CRM-logo2.png 186w, https://s.financesonline.com/uploads/2019/08/eWay-CRM-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-46440" data-id="46440" type="checkbox"> <span></span> <label for="compare-46440">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/eway-crm/" title="eWay-CRM"> <span>20. </span> eWay-CRM </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">N/A</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>eWay-CRM is a comprehensive CRM for Outlook for users looking to improve traction with customers and turn basic data into operable intelligence.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2V3YXljcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2FzdHV0ZS1zb2x1dGlvbnMvI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Astute Solutions reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/11/Astute-Solutions-logo2.png 186w, https://s.financesonline.com/uploads/2019/11/Astute-Solutions-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-28711" data-id="28711" type="checkbox"> <span></span> <label for="compare-28711">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/astute-solutions/" title="Astute Solutions"> <span>21. </span> Astute Solutions </a> </h4> <span>Our score: <span class="blue">7.6</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Astute Solutions builds the world’s smartest consumer engagement software whose specialties are award-winning CRM and knowledge management. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2Z1bmRseS1jcm0vI2NhdGVnb3J5PWNybS1zb2Z0d2FyZQ=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Fundly CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2020/01/Fundly-CRM-logo2.png 186w, https://s.financesonline.com/uploads/2020/01/Fundly-CRM-logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-32834" data-id="32834" type="checkbox"> <span></span> <label for="compare-32834">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/fundly-crm/" title="Fundly CRM"> <span>22. </span> Fundly CRM </a> </h4> <span>Our score: <span class="blue">7.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Fundly is a one stop shop for all fundraising needs. It improves efficiency in campaigns, interaction with donors, and helps organizations raise more money. This software solution is easy to use and can be integrated in your website. You can also manage pledges and grants within the NPE platform.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> </div> <div class="category__rank-sort category__rank-sort--mobile-show"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="3" data-size="small_business" data-count="22" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> </div> </div> </div> </div> </div> </div> <div class="category__sidebar col col--25 col--sm content-visibility"> <div class="category__categories mini-hide"> <h4>Similar Categories:</h4> <p>In the event you didn't find just the solution you were looking for here's a list of various categories similar to CRM Software that you might want to browse through:</p> <ul> <li><a href="/c/crm-software/enterprise/" title="CRM Software for Enterprise">CRM Software for Enterprise</a><li><a href="/c/crm-software/small-business/" title="CRM Software for Small Business">CRM Software for Small Business</a><li><a href="/c/customer-service-software/" title="Customer Service Software">Customer Service Software</a><li><a href="/c/customer-service-software/small-business/" title="Customer Service Software for Small Business">Customer Service Software for Small Business</a><li><a href="/c/crm-software/free/" title="Free CRM Software">Free CRM Software</a><li><a href="/c/customer-service-software/free/" title="Free Customer Service Software">Free Customer Service Software</a><li><a href="/c/online-crm-software/" title="Online CRM Software">Online CRM Software</a><li><a href="/c/reviews-management-software/" title="Reviews Management Software">Reviews Management Software</a><li><a href="/c/social-media-crm/" title="Social Media CRM">Social Media CRM</a> </ul> </div> </div> </div> <div class="order-3 content-visibility"> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__content"> <img width="1000" height="483" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload toc-img" alt="CRM Software Guide" sizes="(max-width: 1000px) 100vw, 1000px" data-srcset="https://s.financesonline.com/uploads/2020/04/CRM-Software-Guide-1.png 1000w, https://s.financesonline.com/uploads/2020/04/CRM-Software-Guide-1-300x145.png 300w, https://s.financesonline.com/uploads/2020/04/CRM-Software-Guide-1-768x371.png 768w, https://s.financesonline.com/uploads/2020/04/CRM-Software-Guide-1-93x45.png 93w" /> </div> </div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <h3 class="toc-header margin">Table of contents</h3> </div> <div class="clearfix"></div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__sections toggle"> <div class="article-section"> <div class="article-section__text"> <p>The wide range of online CRM tools that are currently available in the market may seem a bit overwhelming as most CRM software providers will advertise their software as the very best for your business. Nobody knows better than you, however, what works best for your company. So when you’re on the hunt for the best CRM tools, you should keep in mind that it’s important that you listen to yourself, not the vendor.</p> </div> </div><div class="article-section"> <h3 id="get-to-know-each-product-with-free-trial"><span class="cat-icon cat-icon--free-trial"></span>Get to know each product with free trial</h3> <div class="article-section__text"> <p>Here are some useful information that will give you an overall picture of <a href="/what-is-crm-software-analysis-features-types-pricing/">what is CRM software</a> and a good view of what’s out there.<strong> </strong></p> <p>A good course of action is to sign up for at least a few free trial plans or demo from the vendors that are popular. With this method, you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of each app. The best thing to do is to try the list of services that currently have the highest rankings in our SmartScore and Customer Satisfaction Rating in our CRM software reviews to discover the best CRM software programs for small business: <a href="http://reviews.financesonline.com/p/pipelinedeals/">PipelineDeals</a>, <a href="http://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce</a>, <a href="http://reviews.financesonline.com/p/zoho-crm/">Zoho CRM</a>, <a href="http://reviews.financesonline.com/p/pipedrive/">Pipedrive</a>, <a href="http://reviews.financesonline.com/p/insightly/">Insightly reviews</a>, <a href="http://reviews.financesonline.com/p/freshservice/">Freshservice</a>, <a href="http://reviews.financesonline.com/p/activecampaign/">Active Campaign</a>, <a href="http://reviews.financesonline.com/p/teamgate/">Teamgate</a>, <a href="http://reviews.financesonline.com/p/relateiq/">RelateIQ</a> and <a href="http://reviews.financesonline.com/p/teamdesk/">TeamDesk</a>. For information on leading apps, read our article on the <a href="/c/crm-software/">top 10 CRM software</a>.</p> <p>Another sensible strategy would be to check out some of the <a href="/best-free-crm-software-solutions-consider-2017/">free CRM software</a> tools offered by some vendors who provide freemium or entirely free tools.</p> </div> </div><div class="article-section"> <h3 id="targeted-businesses"><span class="cat-icon cat-icon--targeted-businesses"></span>Targeted Businesses</h3> <div class="article-section__text"> <p>CRM is welcomed wherever there are customers, but that’s still too generalized and straightforward to say. Instead, we are going to mention few businesses that can benefit significantly:</p> <ul> <li><strong>Businesses with sales teams.</strong> Every sales team needs a good CRM to identify trends in customer behavior, or to use it with up-selling and cross-selling. At the same time, CRM software reveals which are the leads most likely to close sales, and helps the team keep an eye on them.</li> <li><strong>Businesses that do marketing.</strong> To be more precise–any type of marketing. The sales information provided by the CRM records is invaluable to marketing teams, which use it to funnel their campaigns, and include as many customers as possible without unreasonable expenses.</li> <li><strong>Businesses that lack efficiency</strong>. If you’re running short on conversions, a CRM is more than likely to bail you out. CRM solutions save plenty of time and automate a vast number of critical processes allowing you to focus on more important tasks. For instance, you can use customer records and prospect notes to cut the time you’re investing into generating leads.</li> </ul> </div> </div><div class="article-section"> <h3 id="crm-software-for-enterprises"><span class="cat-icon cat-icon--enterprises"></span>CRM Software For Enterprises</h3> <div class="article-section__text"> <p>Best customer relationship management systems happen to be enterprises’ most valuable assets, regardless of the industry they’re in. Unlike small and medium businesses focused on gaining more customers, large companies need a system that will maintain all of their current relationships and partnerships, making each of their customers feel as if he was the most important client the company has. At the same time, these systems provide a comprehensive overview of customers’ status and behavior, and track every interaction in order to reveal trends and opportunities. CRM tools are particularly recommended for online retail businesses, as they keep the sales pipeline updated with information, and store customer records in cloud.</p> </div> </div><div class="article-section"> <h3 id="what-are-examples-of-crm-software"><span class="cat-icon cat-icon--examples"></span>What are Examples of CRM Software?</h3> <div class="article-section__text"> <ul> <li><strong><a href="https://reviews.financesonline.com/p/insightly/">Insightly:</a></strong> A well-organized contact manager that drills down into particular tasks, and helps executives streamline customer communication. It is very flexible and well-integrated.</li> <li><a href="https://reviews.financesonline.com/p/infusionsoft/"><strong>Infusionsoft:</strong></a> Infusionsoft is a web-based solution that coordinates all the tasks most business owners would prefer not to manage on their own, allowing users to grow sales, help become organized, and save them time when dealing with various business issues.</li> <li><strong><a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce CRM:</a> </strong>A great addition to Salesforce’s productivity kit, which tracks and records cyberspace interactions for a more productive business.</li> <li><strong><a href="https://reviews.financesonline.com/p/nimble/">Nimble:</a> </strong>A powerful contact management tool that collects and summarizes information from popular social media channels.</li> <li><strong><a href="https://reviews.financesonline.com/p/pipelinedeals/">PipelineDeals:</a> </strong>A popular application that eases complex CRM processes, but doesn’t require special effort to learn and understand.</li> <li><strong><a href="https://reviews.financesonline.com/p/zoho-crm/">Zoho CRM</a></strong>: The leading member of Zoho’s productivity family, which can suit the needs of businesses of all scales and industries.</li> </ul> <p>Check out our article on the <a href="/15-best-crm-software-systems-business/">top 15 CRM solutions</a> to get info on popular products in this category. You can also examine some comparisons of most popular solutions, such as <a href="https://comparisons.financesonline.com/salesforce-sales-cloud-vs-hubspot-crm">HubSpot CRM vs Salesforce</a> to see how they fare against each other. This is often the best approach to choosing the optimal software for the specific needs of your company.</p> </div> </div><div class="article-section"> <h3 id="types-of-crm-software"><span class="cat-icon cat-icon--types"></span>Types of CRM Software</h3> <div class="article-section__text"> <p>Depending on their role, and dimension in which they can manage and maintain customer relationships, CRM software tools are classified into three separate groups:</p> <ul> <li><strong>Operational CRM</strong> – Also known as basic CRM, operational CRM aims to integrate the three essential parts of every business: sales, marketing, and support. What these tools do is to provide an operational dashboard where every prospect is “evaluated” for each of the three functions in order to summarize his status and to develop a strategy for him. The subcategories of operational CRM are: sales force automation (analyzing prospect cycles from leads to customers); marketing automation (automating marketing processes to create and execute multi-channel campaigns with fine segments); and service automation (handling customer service, and integrating advanced types of support).</li> <li><strong>Analytical CRM</strong> – Unlike operational CRM which gathers data, analytical CRM is meant to analyze that data and draw some important conclusions for drafting reports and making better decisions. This type of CRM uses powerful techniques, such as data mining, pattern recognition, correlation, etc.</li> <li><strong>Collaborative CRM</strong> – Last, but not least, collaborative CRM incorporates external stakeholders (vendors, for instance) and shares valuable customer information with them. The rationale is obviously to improve communication, and gather information that can be used for targeting prospects and making promotional offers.</li> </ul> </div> </div><div class="article-section"> <h3 id="key-features-of-crm-software"><span class="cat-icon cat-icon--key-features"></span>Key Features of CRM Software</h3> <div class="article-section__text"> <p>Most quality solutions, such as <a href="https://reviews.financesonline.com/p/base-crm/">Base CRM</a>, share common features that help you perform basic relationship management processes, but they also vary in some features that address specific industries, business size, or specializations. These are the key features every CRM should possess:</p> <ul> <li><strong>Contact manager</strong> – Organizes your contacts (customers and suppliers) by categories for easy sorting or retrieval. For some small businesses on a tight budget, this feature is all they need to conduct a CRM program, such as, email campaigns or categorizing their customers based on their records. This feature may be a stand-alone module or integrated with other modules.</li> </ul> <ul> <li><strong>Sales automation/marketing</strong> – It’s the main component of a CRM software. This feature automates the sales process, from prospecting to customer inquiry and sending out replies to order taking. At its core, this module should help you to follow leads, such as, customer inquiries, past sales, or web visits. A good sales automation feature also have web forms that let you capture leads from landing pages, invite web visitors, or collect feedback. This module is sometimes referred to as marketing automation.</li> </ul> <ul> <li><strong>Sales tracking –</strong> Some vendors include this feature in sales automation or as a separate module. This feature helps you measure sales analytics. How much you’ve sold? Where? Who? These are some of the basic functions of the module. The CRM software should have at least a basic set of report templates and a dashboard to help you create sales reports or see an overview of your sales performance.</li> </ul> <ul> <li><strong>Communication channels</strong> – This feature is usually integrated with other modules. Many CRM software boast of multiple channels to communicate with customers, including: email, phone, IM or live chat, social, and forums. Although having more channels means a wider reach, it doesn’t make sense to get a live chat or phone feature if you don’t have someone to handle it, or a social network function if your online social presence isn’t developed. Often, an email channel alone sits well with customers provided you respond within 24 hours.</li> </ul> </div> </div><div class="article-section"> <h3 id="benefits-from-crm-software"><span class="cat-icon cat-icon--benefits"></span>Benefits from CRM Software</h3> <div class="article-section__text"> <p>We operate in an ultra-competitive market, which is why adopting powerful CRMs is more vital than ever before. If you’re  still blowing hot and cold on the idea to purchase yours, these are the benefits you are missing on:</p> <ul> <li><strong>Efficiency and Productivity.</strong> A well-implemented CRM is more than likely to straighten your operational inefficiencies, mostly because of its data discovery capacity, and the powerful integrations with your current software infrastructure.</li> <li><strong>Data Availability.</strong> Data is your most invaluable and strategic asset, and the CRM is your best bet to gather that data in one place where it will also be analyzed. The idea is not merely to see data, but to understand what it is about, and CRMs make that happen with plenty of homegrown/ integrated analytic tools.</li> <li><strong>Improved Accountability.</strong> When your relationship with customers is not going well, that indicates that none of the rest is. That’s where CRMs are the handiest–they streamline customer communication, and make your business more trustworthy and accountable. What they do is to help employees understand their duties, but foremost to understand their mistakes.</li> <li><strong>Better Collaboration.</strong> Spreadsheets are not that functional, and we all know it. Still, we’re falling short on certain functionalities we should provide right because we don’t have the right tool to do it. CRMs, on the other hand, are cloud-based, which is enough of a guarantee that customer information will be accessible to everyone in every department.</li> <li><strong>Streamlined Communication with Customers.</strong> When implementing a CRM, don’t only think about what it is supposed to do for you. Put yourself in your customer’s shoes, and try to see whether the tool can identify their needs and therefore, lead to more sales. CRMs are one of the few systems that are proved boosters of customer retention, right because they are tracking the company’s relationship with each customer individually.</li> <li><strong>Security.</strong> Using a top cloud-based CRM will allow you to have extra layers of security for your data. The best applications out there have the best security measures as well.</li> </ul> </div> </div><div class="article-section"> <h3 id="latest-trends"><span class="cat-icon cat-icon--latest-trends"></span>Latest Trends</h3> <div class="article-section__text"> <p>Aside from the basic features, many CRM software today have these latest features, which can boost your marketing and sales. Here are a few of the latest trends that are worth investing in:</p> <ul> <li><strong>Social CRM </strong>– It can be sold as an add-on, a separate module, or integrated with the basic plan. This feature leverages the opportunities social networks present to building personalized customer relationships. You can track social mentions of your brand or get alerts when people talk about you in their social networks. This ability lets you create leads or arrest an impending negative issue about your business. At the least, look for CRM software that integrates with any of the three popular social networks: Twitter, Facebook, or LinkedIn.</li> <li><strong>Mobile CRM – </strong>The mobile app is designed for your use, not the customers’. You can access the CRM software through a smartphone or tablet. This feature is helpful when you’re often on the go but want to keep tabs  on your CRM program. Most top CRM solutions have a mobile app for iOS or Android or both, which are sold as an add-on, while some vendors feature a mobile web-based version (you need to open a browser to log in to the system). Some of the basic features to check in a mobile app include: synchronization of data; uptime; and, for Android app, compatibility with different Android phones like HTC, Samsung, and LG. Some CRM mobile apps also use GPS for location-based marketing.<strong> </strong></li> <li><strong>Business Intelligence</strong> – This feature leverages the tons of customer data you have gathered in sales automation. This module goes beyond creating leads and sales—the sales automation already does this—business intelligence aims to improve the overall performance and efficiency. For instance, it allows you to create “what if” scenarios prior to launching a product, or rank sales reports based on specific criteria (e.g., by location, customer’s age, season, etc.) to check the strongest and weakest aspects of your business.</li> <li><strong>SMS CRM </strong>– This feature allows users to engage customers who wish to communicate via texts. There is a large segment of people who don’t like to do business on social media. Many also find email to be quite inconvenient at times. Textable landlines and good old SMS are the top options for them. So, it’s best to consider incorporating SMS CRM in your operations.</li> </ul> </div> </div><div class="article-section"> <h3 id="potential-issues"><span class="cat-icon cat-icon--potential-issues"></span>Potential Issues</h3> <div class="article-section__text"> <p>Aside from assessing the components and deployment, it’s also important to consider the following issues that may be critical to your business:</p> <ul> <li><strong>Data Security. </strong>SaaS CRM means your data is in the hands of the vendor. This setup may appear risky at first, but depending on the vendor’s reputation and infrastructure, your data may be more secure in the hands of experts than relying on your internal team. Do a background check on the vendor to lessen the risk of data security breach. Otherwise, a multinational company may opt to invest in an in-house data security infrastructure and staff and run an on-premise CRM because they have the resources.</li> <li><strong>Integration. </strong>Many CRM solutions emphasize integration with popular productivity and business apps because most companies are already using these applications to, among others, create documents, engage customers, or manage their calendars. Check if the CRM software can be integrated with your existing applications, or if you can export/import files to and from the CRM software.</li> <li><strong>Scalability.</strong> It’s important that the vendor allows scalability of features and payment terms. This is especially helpful to businesses with seasonal needs, growing or contracting sales.</li> <li><strong>Vendor’s Support and Credibility.</strong> As with any purchase, make sure you buy from a reputable vendor. A popular vendor doesn’t necessarily mean reputable; conversely, a newcomer may be more reliable. Check forums or social mentions, or better yet, ask past and existing users for feedback. A good vendor should provide consistent support because you will encounter glitches along the way.</li> </ul> <p><strong>Useful CRM Stats</strong></p> <p>CRM research reveals that CRM solutions can help businesses save at least $75,000 from marketing expenses. 69% of companies rate a CRM platform as more valuable to them compared to laptops and smartphones. A CRM report indicates that CRM can boost ROI up to 245% if enterprises integrate it smoothly with their business solutions. In addition, CRM gives an ROI of about $8.71 for every $1 spent on it.</p> <p>It bears repeating that, as you browse through the various CRM solutions, remember to listen closely to what you need and you’re likely to get the right CRM software for your business.</p> </div> </div><div class="article-section"> <h3 id="payment-schemes"><span class="cat-icon cat-icon--types"></span>Payment Schemes</h3> <div class="article-section__text"> <p><span style="font-weight: 400;">Pricing and payment plans are very important when considering software to use. Below are the most popular payment schemes in the CRM software category. </span></p> <p><b>Free. </b><span style="font-weight: 400;">There’s a number of free CRM software solutions as well as freemium platforms that you can easily upgrade as you need. In fact, one of the best (if not the best) options on the market is free.  </span></p> <p><b>Monthly Subscription. </b><span style="font-weight: 400;">This is the most popular payment plan offered by CRM software companies. A monthly subscription is best when you are early into your software adoption because you can opt-out easily should there be issues. However, monthly plans are usually more expensive than annual plans. So, it’s best to stay with this plan for just a few months.  </span></p> <p><b>Annual Subscription. </b>With this plan, you renew your subscription every year and it is usually priced lower than monthly plans. So, if you want to use a software long term, this is the most sensible choice.</p> </div> </div><div class="article-section"> <h3 id="the-bottom-line"><span class="cat-icon cat-icon--default"></span>The Bottom Line</h3> <div class="article-section__text"> <p>Getting the right product is crucial. You don’t want to waste time on an inferior one or something that just doesn’t gel with your workflow.  But, there are many factors to consider. And, getting it right is more of an art than a science.</p> <p>However, one must really consider the bottom line when choosing the right CRM product. First, you should take into account whether the price fits your budget. Second, you should investigate whether it can give you an ROI. And, think about how you are going to measure it. This is the science part of software adoption.</p> <p>The art side is getting the right mix of policies, people, and workflows to execute proper and profitable software adoption. Teamwork and leadership are involved. Organizational culture is hard to bend. And, attitudes and mindsets need to be aligned.</p> <p>Getting a good mix of all these is quite hard. In fact, software adoption and digital transformation are very difficult. This is especially true for large organizations. And, it is complicated for smaller teams with big personalities.</p> <p>Just remember that whichever software you choose, you will deal with things other than the software itself.</p> </div> </div> </div> </div> <div class="clearfix"></div> </div> </div> <div id="category-related-resources" class="category__related order-4 content-visibility"> <div class="main-container"> <div class="col col--75 col--sm"> <h3>Related Resources</h3> <ul> <li><a href="/best-crm-solution-e-commerce-sites/" title="What is the best CRM solution for e-commerce sites?">What is the best CRM solution for e-commerce sites?</a></li> <li><a href="/5-common-mistakes-choosing-crm-software/" title="5 Common Mistakes When Choosing CRM Software">5 Common Mistakes When Choosing CRM Software</a></li> <li><a href="/crm-choose-tips-pick-right-solution-business/" title="Which CRM Should I Choose? Tips On How To Pick The Right Solution For Your Business">Which CRM Should I Choose? Tips On How To Pick The Right Solution For Your Business</a></li> <li><a href="/purpose-crm-software-business/" title="What is the Purpose of CRM Software In a Business in 2024?">What is the Purpose of CRM Software In a Business in 2024?</a></li> <li><a href="/what-is-crm-software-analysis-features-types-pricing/" title="What is CRM Software? Analysis of Features, Types and Pricing">What is CRM Software? Analysis of Features, Types and Pricing</a></li> <li><a href="/top-20-online-crm-tools-company-can-benefit-2017/" title="20 Best Online CRM Tools Your Company Can Benefit From in 2024">20 Best Online CRM Tools Your Company Can Benefit From in 2024</a></li> </ul> </div> </div> <div class="clearfix"></div> </div> <div class="category category--white order-5 content-visibility"> <div class="main-container"> <div class="category__content category__content--margin col col--75 col--sm"> <h3>List of CRM Software Companies</h3> <div class="soft__list"> <div class="pull-right"> <p>Order by:</p> <div id="soft-dd" class="soft__list__dd" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="3" data-count="15" data-taxonomy="category_apps"> <span>Newest</span> <ul> <li data-sort="newest">Newest</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> <div class="clearfix"></div> </div> <div id="soft-table" class="soft__table"> <div class="soft__head"> <div class="col col--33 s-name"> Product name: </div> <div class="col col--20 s-cat"> Category: </div> <div class="col col--10 s-ss"> Smart Score: </div> <div class="col col--10 s-price"> Price: </div> <div class="col col--10 s-us"> User Satisf. </div> <div class="col col--16 s-ur"> User reviews: </div> <div class="clearfix"></div> </div> <div id="soft-table-products"> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/kenyt-crm/" title="Kenyt CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Kenyt CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/11/kenyt-crm-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/11/kenyt-crm-small-thumbnail.png 186w" /> </div> <p>Kenyt CRM</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> ₹900 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/kenyt-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/rootnet/" title="Rootnet" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Rootnet reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/10/Rootnet_logo_small-removebg-preview-93x48.png 93w, https://s.financesonline.com/uploads/2024/10/Rootnet_logo_small-removebg-preview.png 186w" /> </div> <p>Rootnet</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> Free </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/rootnet/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/full-scope-freelancer/" title="Full Scope Freelancer" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Full Scope Freelancer reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/09/186-x-96-93x48.png 93w, https://s.financesonline.com/uploads/2024/09/186-x-96.png 186w" /> </div> <p>Full Scope Freelancer</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.7 </div> <div class="col col--10 s-price"> $29 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/full-scope-freelancer/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/kemo-saas/" title="Kemo SaaS" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Kemo SaaS reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/07/KEMO-SAAS-LOGO-01-02-93x48.png 93w, https://s.financesonline.com/uploads/2024/07/KEMO-SAAS-LOGO-01-02.png 186w" /> </div> <p>Kemo SaaS</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.8 </div> <div class="col col--10 s-price"> $49 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/kemo-saas/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/kyc-hub/" title="KYC Hub" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="KYC Hub reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/06/kyc-hub-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/06/kyc-hub-small-thumbnail.png 186w" /> </div> <p>KYC Hub</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.6 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/kyc-hub/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/feedspace/" title="Feedspace" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Feedspace reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/05/feedspace-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/05/feedspace-small-thumbnail.png 186w" /> </div> <p>Feedspace</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $99 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/feedspace/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/uniqode/" title="Uniqode" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Uniqode reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/10/beaconstac-logo-93x48.png 93w, https://s.financesonline.com/uploads/2021/10/beaconstac-logo.png 186w" /> </div> <p>Uniqode</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.9 </div> <div class="col col--10 s-price"> $5 </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/uniqode/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/highperformr-ai/" title="Highperformr.ai" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Highperformr.ai reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/02/FO-Highperformr-Logo-93x48.png 93w, https://s.financesonline.com/uploads/2024/02/FO-Highperformr-Logo.png 186w" /> </div> <p>Highperformr.ai</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.6 </div> <div class="col col--10 s-price"> $18 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/highperformr-ai/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/firmao-crm/" title="Firmao CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Firmao CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/02/firmao-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/02/firmao-small-thumbnail.png 186w" /> </div> <p>Firmao CRM</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> €16 </div> <div class="col col--10 s-us"> 85% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/firmao-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/whautomate/" title="Whautomate" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Whautomate reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/02/whautomate-small-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2024/02/whautomate-small-thumbnail.png 186w" /> </div> <p>Whautomate</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 9.5 </div> <div class="col col--10 s-price"> $79 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/whautomate/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/surveysparrow/" title="SurveySparrow" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="SurveySparrow reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/11/318104d7126556b22387f48e2dbcc084f5debde9-93x48.png 93w, https://s.financesonline.com/uploads/2023/11/318104d7126556b22387f48e2dbcc084f5debde9-300x155.png 300w, https://s.financesonline.com/uploads/2023/11/318104d7126556b22387f48e2dbcc084f5debde9-232x120.png 232w, https://s.financesonline.com/uploads/2023/11/318104d7126556b22387f48e2dbcc084f5debde9-282x145.png 282w, https://s.financesonline.com/uploads/2023/11/318104d7126556b22387f48e2dbcc084f5debde9.png 600w" /> </div> <p>SurveySparrow</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $29 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/surveysparrow/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>14 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/printcart/" title="Printcart" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Printcart reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/09/small-4-93x48.png 93w, https://s.financesonline.com/uploads/2023/09/small-4.png 186w" /> </div> <p>Printcart</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/printcart/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/freshdesk-omni/" title="Freshdesk Omni" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Freshdesk Omni reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/08/Freshworks-Customer-Service-Suite-small-thumbnail-logo-93x48.png 93w, https://s.financesonline.com/uploads/2023/08/Freshworks-Customer-Service-Suite-small-thumbnail-logo.png 186w" /> </div> <p>Freshdesk Omni</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 9.7 </div> <div class="col col--10 s-price"> $29 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/freshdesk-omni/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/whatsapp-crm/" title="WhatsApp CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="WhatsApp CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-93x48.png 93w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-300x155.png 300w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-1024x529.png 1024w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-768x396.png 768w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-232x120.png 232w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a-281x145.png 281w, https://s.financesonline.com/uploads/2023/07/4c434833a92afb519b79f7dfb8866b58448f4d0a.png 1199w" /> </div> <p>WhatsApp CRM</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.1 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/whatsapp-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/growfin/" title="Growfin" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Growfin reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/05/dsfsdf-93x48.jpg 93w, https://s.financesonline.com/uploads/2023/05/dsfsdf.jpg 186w" /> </div> <p>Growfin</p> </a> <div class="col col--20 s-cat "> CRM Software </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $0 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/growfin/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> </div> </div> </div> <div id="pagination" class="fot-pagination"><div class="fot-pagination__inner"><span class="mini-hide">Page 1 of 47</span><span class="fot-pagination__item fot-pagination__item--disabled">1</span><a class="fot-pagination__item" href="?page=2">2</a><a class="fot-pagination__item" href="?page=3">3</a><a class="fot-pagination__item" href="?page=4">4</a><a class="fot-pagination__item" href="?page=5">5</a><a class="fot-pagination__item" href="?page=6">6</a><a class="fot-pagination__item" href="?page=7">7</a><a class="fot-pagination__item" href="?page=8">8</a><a class="fot-pagination__item" href="?page=9">9</a><a class="fot-pagination__item" href="?page=10">10</a><a class="fot-pagination__item fot-pagination__item--last" href="?page=47">Last »</a><div class="clearfix"></div></div></div> <h3>Things to consider when you invest in a SaaS</h3> <p>Selecting a suitable SaaS solution from the scores of good quality apps out there can be a hard task. To help you, we have created this quick briefing. Find out if the SaaS provider offers the following advantages:</p> <p>Reduced Cost: Most SaaS apps are pay as you go, and you don’t have to worry about additional investments for system maintenance or IT resources, upfront licensing fees, or in-house IT staff.</p> <p>Fast Set-up Time and Minimized Risk: You should be able to deploy the SaaS solution quickly and easily. Make use of the free trial to understand if the system fits your requirements. If you select a wrong system, you can bail out effortlessly with minimum losses. </p> <p>Customization and Integration: Pick a provider that offers a wide range of software packages and modules. You should be able to pay only for the tools you use to meet the current needs of your company. </p> <p>Security and Control: The solution should offer robust security. Choose a provider whose databanks are more secure than those in your office to maximize the gains.</p> <p>The Infrastructure: The provider should provide the needed infrastructure so that you need not host anything in-house or need the help of internal IT resources.</p> <p>Web Access: Your staff members should be able to access data anywhere, anytime. To assist them be productive on the go, choose a provider that offers mobile apps that are compatible with popular operating systems.</p> <p>Consider all the six important factors mentioned above to choose the best system for your requirements. </p> <div class="fot-faq"> <h3><span class="icon icon--faq"></span>Frequently asked questions about CRM Software</h3> <div class="fot-faq__item"> <a href="#">What is the best CRM software? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q1"> <p><span style="font-weight: 400;">The best CRM software is </span><a href="https://reviews.financesonline.com/p/hubspot-crm/"><span style="font-weight: 400;">HubSpot CRM</span></a><span style="font-weight: 400;">, the winner of our Best CRM Award for 2019. Firstly, it has comprehensive features that make complex omnichannel CRM processes simple. Second, HubSpot CRM is free. Yes, it is the base application for the HubSpot Suite rounded out by HubSpot Marketing and HubSpot Sales. </span></p> <p><span style="font-weight: 400;">HubSpot CRM is powerful even without these additional products. It helps you cover all CRM activities in all different channels including email, social media, your websites, and even your phone. Moreover, you can easily collaborate with your team on it. This is thanks to modules for comments, tracking, and scheduling. </span></p> <p><span style="font-weight: 400;">This free platform even rivals the depth, speed, and comprehensiveness of paid solutions. Thus, we find it to be the best CRM software solution out on the market today. </span></p> </div> </div> <div class="fot-faq__item"> <a href="#">What are the benefits of CRM software? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q2"> <p><span style="font-weight: 400;">There are many benefits to switching to a dedicated CRM software. Here are the major benefits. </span></p> <p><b>Single Source of Truth. </b><span style="font-weight: 400;">By having one hub for project details, customer information, and conversations history, you and your team will have one source of truth. This eliminates multiple versions, misunderstandings, and lost information. </span></p> <p><b>Quick and Easy Collaboration. </b><span style="font-weight: 400;">Dedicated CRM software tools have communication and collaboration tools built-in. Thus, you don’t need to switch to another program to work with your team. Also, with these, you can find all your CRM-related conversations easily in one place. </span></p> <p><b>Increase Productivity. </b><span style="font-weight: 400;">With one digital hub for everything CRM, you and your team can cut the time you spend switching programs. Also, you reduce the time spent on documentation, cleaning information, and many more when you have something that automates menial tasks. </span></p> <p><b>Omnichannel CRM. </b><span style="font-weight: 400;">Good CRM platforms help you perform seamless omnichannel CRM. This means that you won’t lose touch of the contents and context of conversations with customers no matter which channel they use. This saves time and saves your staff and company the ire of unsatisfied customers. </span></p> </div> </div> <div class="fot-faq__item"> <a href="#">What are the features of CRM software? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q3"> <p><span style="font-weight: 400;">Features of CRM software differ from one software provider to another. This is because there are different types of CRM products. Some are quite generic, which are flexible for the use of any business of any size. Others are quite specialized. However, there are universal features that good CRM platforms possess. Here they are below. </span></p> <p><b>Contact Management.</b><span style="font-weight: 400;"> This module helps users organize and update important contacts like suppliers, customers, and partners. </span></p> <p><b>Channel Engagement. </b><span style="font-weight: 400;">CRM tools allow you to engage with customers or any other contact on various channels without leaving the program. For instance, you can send emails or respond to inquiries coming from social media within the platform itself. </span></p> <p><b>Sales Tracking. </b><span style="font-weight: 400;">Sales and CRM go hand in hand. This is why most platforms out there have modules that help users track sales metrics like performance, volume, and other targets. </span></p> <p><b>Automations. </b><span style="font-weight: 400;">Most CRM platforms have handy automation for menial tasks. Automation can range from scheduled texts to task status changes in the team management module. </span></p> <p><b>Communication and Collaboration. </b><span style="font-weight: 400;">CRM software solutions also provide you with ways to communicate and work with your team. This feature set usually includes team chat, commenting capabilities, file sharing, and even real-time collaboration on a task or issue. </span></p> </div> </div> <div class="fot-faq__item"> <a href="#">What is the easiest CRM software to use? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q4"> <p><span style="font-weight: 400;">There is no clear winner for the title of the easiest CRM software to use. However, there are clear contenders. Two of them listed below are platforms that are not just easy to use. They also have a comprehensive feature set. </span></p> <p><strong><a href="https://reviews.financesonline.com/p/hubspot-crm/">HubSpot CRM</a></strong><span style="font-weight: 400;"><strong>.</strong> This top tool gives CRM professionals and sales leaders total visibility over their pipelines. The interface is neatly designed and is very intuitive. </span></p> <p><strong><a href="https://reviews.financesonline.com/p/freshsales/">Freshsales</a></strong><span style="font-weight: 400;"><strong>.</strong> This sales CRM software is another product by Freshworks. If you know the company and its product lines, you’ll agree that delivering a well-designed user interface and products with high usability are two of their strong points.</span></p> </div> </div> <div class="fot-faq__item"> <a href="#">What is a good free CRM software? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q5"> <p><strong><a href="https://reviews.financesonline.com/p/hubspot-crm/">HubSpot CRM</a></strong><span style="font-weight: 400;"> is the best free CRM software. This is because its CRM platform acts as a base module for the whole HubSpot Suite, with extended capabilities for sales and marketing. HubSpot CRM, despite being free, rivals the paid offerings of other software providers. </span></p> <p><span style="font-weight: 400;">Also, it is the go-to application for many sales leaders and CRM professionals. In fact, it is being used by top brands, including Subaru, Zildjian, and Casio. </span></p> </div> </div> </div> <script type="application/ld+json">{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is the best CRM software?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q1", "text": "<p>The best CRM software is <a href=\"https://reviews.financesonline.com/p/hubspot-crm/\">HubSpot CRM</a>, the winner of our Best CRM Award for 2019. Firstly, it has comprehensive features that make complex omnichannel CRM processes simple. Second, HubSpot CRM is free. Yes, it is the base application for the HubSpot Suite rounded out by HubSpot Marketing and HubSpot Sales.\u00a0</p>\n<p>HubSpot CRM is powerful even without these additional products. It helps you cover all CRM activities in all different channels including email, social media, your websites, and even your phone. Moreover, you can easily collaborate with your team on it. This is thanks to modules for comments, tracking, and scheduling.\u00a0</p>\n<p>This free platform even rivals the depth, speed, and comprehensiveness of paid solutions. Thus, we find it to be the best CRM software solution out on the market today.\u00a0</p>\n" } }, { "@type": "Question", "name": "What are the benefits of CRM software?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q2", "text": "<p>There are many benefits to switching to a dedicated CRM software. Here are the major benefits.\u00a0</p>\n<p><b>Single Source of Truth. </b>By having one hub for project details, customer information, and conversations history, you and your team will have one source of truth. This eliminates multiple versions, misunderstandings, and lost information.\u00a0</p>\n<p><b>Quick and Easy Collaboration. </b>Dedicated CRM software tools have communication and collaboration tools built-in. Thus, you don\u2019t need to switch to another program to work with your team. Also, with these, you can find all your CRM-related conversations easily in one place.\u00a0</p>\n<p><b>Increase Productivity. </b>With one digital hub for everything CRM, you and your team can cut the time you spend switching programs. Also, you reduce the time spent on documentation, cleaning information, and many more when you have something that automates menial tasks.\u00a0</p>\n<p><b>Omnichannel CRM. </b>Good CRM platforms help you perform seamless omnichannel CRM. This means that you won\u2019t lose touch of the contents and context of conversations with customers no matter which channel they use. This saves time and saves your staff and company the ire of unsatisfied customers. </p>\n" } }, { "@type": "Question", "name": "What are the features of CRM software?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q3", "text": "<p>Features of CRM software differ from one software provider to another. This is because there are different types of CRM products. Some are quite generic, which are flexible for the use of any business of any size. Others are quite specialized. However, there are universal features that good CRM platforms possess. Here they are below.\u00a0</p>\n<p><b>Contact Management.</b> This module helps users organize and update important contacts like suppliers, customers, and partners.\u00a0\u00a0</p>\n<p><b>Channel Engagement. </b>CRM tools allow you to engage with customers or any other contact on various channels without leaving the program. For instance, you can send emails or respond to inquiries coming from social media within the platform itself.\u00a0</p>\n<p><b>Sales Tracking. </b>Sales and CRM go hand in hand. This is why most platforms out there have modules that help users track sales metrics like performance, volume, and other targets.\u00a0</p>\n<p><b>Automations. </b>Most CRM platforms have handy automation for menial tasks. Automation can range from scheduled texts to task status changes in the team management module.\u00a0</p>\n<p><b>Communication and Collaboration. </b>CRM software solutions also provide you with ways to communicate and work with your team. This feature set usually includes team chat, commenting capabilities, file sharing, and even real-time collaboration on a task or issue.\u00a0</p>\n" } }, { "@type": "Question", "name": "What is the easiest CRM software to use?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q4", "text": "<p>There is no clear winner for the title of the easiest CRM software to use. However, there are clear contenders. Two of them listed below are platforms that are not just easy to use. They also have a comprehensive feature set.\u00a0</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/hubspot-crm/\">HubSpot CRM</a></strong><strong>.</strong> This top tool gives CRM professionals and sales leaders total visibility over their pipelines. The interface is neatly designed and is very intuitive.\u00a0</p>\n<p><strong><a href=\"https://reviews.financesonline.com/p/freshsales/\">Freshsales</a></strong><strong>.</strong> This sales CRM software is another product by Freshworks. If you know the company and its product lines, you\u2019ll agree that delivering a well-designed user interface and products with high usability are two of their strong points.</p>\n" } }, { "@type": "Question", "name": "What is a good free CRM software?", "acceptedAnswer": { "@type": "Answer", "@id": "#faq-q5", "text": "<p><strong><a href=\"https://reviews.financesonline.com/p/hubspot-crm/\">HubSpot CRM</a></strong> is the best free CRM software. This is because its CRM platform acts as a base module for the whole HubSpot Suite, with extended capabilities for sales and marketing. HubSpot CRM, despite being free, rivals the paid offerings of other software providers.\u00a0</p>\n<p>Also, it is the go-to application for many sales leaders and CRM professionals. In fact, it is being used by top brands, including Subaru, Zildjian, and Casio.\u00a0</p>\n" } } ] }</script> <div class="category__author" style="display: flex;"> <div class="category__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/nestor_gilbert.png?width=100&token=6ScUWugJRbB_avxvtDy53A" alt="Nestor Gilbert" class="lazyload"> </div> <div class="category__author__desc"> <h4>By <a href="/author/nestor/" title="Nestor Gilbert">Nestor Gilbert</a></h4> <p>Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.</p> </div> <div class="clearfix"></div> </div> </div> <div class="clearfix"></div> <p class="updated">Updated <time datetime="2024-11-19T15:42:44+00:00" title="2024-11-19T15:42:44+00:00">November 19, 2024</time></p> </div> </div> </div> </div> </div> <div id="static-tab-content"> <div id="history-tab" class="page-category__tab-content hide"> <div class="category category--white history"> <div class="main-container"> <div class="category__sections no-border"> <h3>History of CRM Software</h3> <p><span style="font-weight: 400;">The gains of decent CRMs pattered the road for vulnerable and poorly competitive businesses long enough for us to know we can’t do without them. Darrell K. Rigby revealed in a Harvard Business Review interview that behind every company with an outrageous reputation and flawless product delivery, there are these well-developed data gathering hubs that turn business decisions into productivity keys. A glance at the impressive CRM timeline will show there was more to CRM than a game of chance, and will reveal who exactly we ought to credit for our easy and streamlined interactions…</span></p> <p><span style="font-weight: 400;">Long before they became standalone products, customer management services were embedded in marketing data collection and analytic programs. It was only in 1986 that a CRM-like service became available on the market, known under the name ACT!, and developed by Tim Siebel</span><span style="font-weight: 400;">. ACT! looked nothing like the trendy CRMs of today, but it paved the way for contact handling to contribute to sales automation, the thing </span><span style="font-weight: 400;">Forbes</span><span style="font-weight: 400;"> considered to be the official start of the CRM race. Wiretech devoted a </span><span style="font-weight: 400;">special post</span><span style="font-weight: 400;"> on CRM milestones that explains exactly how CRM diminished restriction between sales and marketing, and how it made it from a backend database into a system for interaction and communication. If you wish to go further and compare the bells and whistles of our time, you’d probably qualify it as your lead generator, team connector, analyzer, or mention some other CRM benefits</span><span style="font-weight: 400;">. </span></p> <p class="p1"><span style="font-weight: 400;">Current CRMs have to value few pivotal moments in their development, such as the introduction of the CRM term by Gartner, which believed the destiny of customer relationship software was already predictably at </span><span style="font-weight: 400;">their summit in 2000</span><span style="font-weight: 400;">. It seemed like a poor consolation, as 2001 and 2002 were not the “smooth start” the organization had promised, but the deepest CRM black hole noted this far when all development drew back, and Siebel Systems and Oracle lost quarters of their revenue</span><span style="font-weight: 400;">. The turnover happened when Microsoft decided to join the industry, integrating its products with Navision, and launching a CRM of its own.</span></p> <p><span style="font-weight: 400;">Once revived, CRM underwent all sorts of innovations and development strategies, the most notable being its mobile optimization. An interesting Techcrunch article</span><span style="font-weight: 400;"> describes how CRMs came to be mobile-friendly and foresees them to be mobile-exclusive. Believe it or not, the first mobile CRM app was introduced in 1999, and it was called </span><span style="font-weight: 400;">Siebel Sales Handheld</span><span style="font-weight: 400;"> (nowadays it’s an Oracle product).</span></p> <p><span style="font-weight: 400;">2016 marked the peak of CRM development, where no limitations to as who can use it, how, or why exists. It is associated with a number of vital business operations, and has a bright, social, and cloud-exclusive future.</span></p> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="" data-srcset="https://financesonline.com/uploads/2016/10/historyofcrm.jpg" alt="" class="lazyload" > </div> </div> </div> </div> </div> </div>  <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <h3> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://financesonline.com/media/themes/fot/dist/img/information.png 1x,https://financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </h3> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. 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