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10 best CRMs of November 2024 | Fortune Recommends
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dImtxq">Jess Pingrey</div></div><div class="sc-4aadc14e-4 oxMCx">Small Business Expert</div></div></a><div class="sc-3be47025-11 fcFEKV sc-4aadc14e-1 COKyR"><div class="sc-3be47025-7 fVPgCt"><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 fowfrQ "><img alt="" loading="lazy" width="0" height="0" decoding="async" data-nimg="1" class="sc-3be47025-0 hgyqdh" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' %3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='xMidYMid slice' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1440&q=75"/></a><div class="sc-3be47025-8 gXfXEH"><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 fowfrQ "><span class="sc-3be47025-1 juJQCL">Jess Pingrey</span></a><span class="sc-3be47025-2 eSlZzo">Small Business Expert</span></div><button class="sc-3be47025-3 jstytk"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M18 6L6 18" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path><path d="M6 6L18 18" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path></svg></button></div><span class="sc-3be47025-5 fQLsjx"><p><span style="font-weight:400">Jess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. </span></p></span><div class="sc-3be47025-10 bmAuQp"><ul class="sc-f8fcf8ba-2 fgxESO"><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://www.linkedin.com/in/jess-pingrey-0a911843/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our linkedin profile"><svg width="24" height="24" aria-hidden="true" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.51562 0H20.4844C22.4227 0 24 1.57727 24 3.51562V20.4844C24 22.4227 22.4227 24 20.4844 24H3.51562C1.57727 24 0 22.4227 0 20.4844V3.51562C0 1.57727 1.57727 0 3.51562 0ZM5.67188 19.0312H8.48438V9.1875H5.67188V19.0312ZM8.48438 7.78125H5.67188V4.96875H8.48438V7.78125ZM15.5156 19.0312H18.3281V12.9229C18.3281 10.9006 16.7199 9.18951 14.8125 9.1875C14.1595 9.1875 13.7281 9.34814 13.2557 9.52402C13.0815 9.5889 12.9017 9.65586 12.7031 9.71759V9.1875H9.89062V19.0312H12.7031V13.4062C12.7031 12.631 13.3341 12 14.1094 12C14.8846 12 15.5156 12.631 15.5156 13.4062V19.0312Z"></path></svg></a></li><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://twitter.com/pingitup" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our twitter profile"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="22" aria-hidden="true" viewBox="0 0 24 22" class="social-icon"><path d="M18.901 0.15332H22.581L14.541 9.34332L24 21.8463H16.594L10.794 14.2623L4.156 21.8463H0.474L9.074 12.0163L0 0.15432H7.594L12.837 7.08632L18.901 0.15332ZM17.61 19.6443H19.649L6.486 2.24032H4.298L17.61 19.6443Z"></path></svg></a></li></ul><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 dukcnE sc-3be47025-6 iBZmKE styled-custom-link ">SEE FULL BIO</a></div></div></span><span class="sc-4aadc14e-7 fLvwvm"><div class="sc-8357b4fc-1 gslWGR"><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ sc-8357b4fc-6 cytaS " aria-label="Go to Cassie Bottorff author's page"><span style="box-sizing:border-box;display:inline-block;overflow:hidden;width:40px;height:40px;background:none;opacity:1;border:0;margin:0;padding:0;position:relative"><img alt="Cassie Bottorff" src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" decoding="async" data-nimg="fixed" style="border-radius:30px;position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%;object-fit:cover;background-size:cover;background-position:0% 0%;filter:blur(20px);background-image:url("data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg==")"/><noscript><img alt="Cassie Bottorff" loading="lazy" decoding="async" data-nimg="fixed" style="border-radius:30px;position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%;object-fit:cover" srcSet="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=48&q=75 1x, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=96&q=75 2x" src="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=96&q=75"/></noscript></span><span class="sc-8357b4fc-4 iiWsis"><span class="sc-8357b4fc-3 hVwMNA"><svg width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="checkmark"><path d="M7.94771 16C12.3378 16 15.8954 12.4173 15.8954 8C15.8954 3.581 12.3362 0 7.94771 0C3.55924 0 0 3.58266 0 8C0 12.419 3.55924 16 7.94771 16Z" fill="#00CD98"></path><path d="M12.0049 4.83243C12.1961 5.00003 12.2175 5.29208 12.051 5.48458C12.0494 5.48789 12.0461 5.48955 12.0444 5.49287L7.04436 11.1531C6.87291 11.3456 6.57946 11.3639 6.38658 11.1913C6.37339 11.1797 6.3602 11.1664 6.34866 11.1531L3.84944 8.3205C3.67964 8.12469 3.69778 7.82766 3.89231 7.65674C4.08684 7.48582 4.38193 7.50407 4.55173 7.69988L6.72289 10.1376L11.3751 4.854C11.5416 4.66151 11.8318 4.63994 12.023 4.80754C12.0263 4.81086 12.028 4.81252 12.0313 4.81583L12.0049 4.83243Z" fill="white"></path></svg><span data-cy="reviewed-by-text" class="sc-8357b4fc-2 bjJBmk">REVIEWED BY</span><span data-cy="reviewer-name" class="sc-8357b4fc-7 kXSAJi">Cassie Bottorff</span></span><span class="sc-8357b4fc-5 eFRRvB">Editor, Business & Banking</span></span></a><div class="sc-3be47025-11 fcFEKV sc-8357b4fc-0 ipkJtx"><div class="sc-3be47025-7 fVPgCt"><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ "><img alt="" loading="lazy" width="0" height="0" decoding="async" data-nimg="1" class="sc-3be47025-0 hgyqdh" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' %3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='xMidYMid slice' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1440&q=75"/></a><div class="sc-3be47025-8 gXfXEH"><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ "><span class="sc-3be47025-1 juJQCL">Cassie Bottorff</span></a><span class="sc-3be47025-2 eSlZzo">Editor, Business & Banking</span></div><button class="sc-3be47025-3 jstytk"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M18 6L6 18" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path><path d="M6 6L18 18" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path></svg></button></div><span class="sc-3be47025-5 fQLsjx"><p><span style="font-weight:400">Cassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business. </span></p></span><div class="sc-3be47025-10 bmAuQp"><ul class="sc-f8fcf8ba-2 fgxESO"><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://www.linkedin.com/in/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our linkedin profile"><svg width="24" height="24" aria-hidden="true" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.51562 0H20.4844C22.4227 0 24 1.57727 24 3.51562V20.4844C24 22.4227 22.4227 24 20.4844 24H3.51562C1.57727 24 0 22.4227 0 20.4844V3.51562C0 1.57727 1.57727 0 3.51562 0ZM5.67188 19.0312H8.48438V9.1875H5.67188V19.0312ZM8.48438 7.78125H5.67188V4.96875H8.48438V7.78125ZM15.5156 19.0312H18.3281V12.9229C18.3281 10.9006 16.7199 9.18951 14.8125 9.1875C14.1595 9.1875 13.7281 9.34814 13.2557 9.52402C13.0815 9.5889 12.9017 9.65586 12.7031 9.71759V9.1875H9.89062V19.0312H12.7031V13.4062C12.7031 12.631 13.3341 12 14.1094 12C14.8846 12 15.5156 12.631 15.5156 13.4062V19.0312Z"></path></svg></a></li><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://x.com/cassandra_glenn" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our twitter profile"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="22" aria-hidden="true" viewBox="0 0 24 22" class="social-icon"><path d="M18.901 0.15332H22.581L14.541 9.34332L24 21.8463H16.594L10.794 14.2623L4.156 21.8463H0.474L9.074 12.0163L0 0.15432H7.594L12.837 7.08632L18.901 0.15332ZM17.61 19.6443H19.649L6.486 2.24032H4.298L17.61 19.6443Z"></path></svg></a></li></ul><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 dukcnE sc-3be47025-6 iBZmKE styled-custom-link ">SEE FULL BIO</a></div></div></div></span></div></div><div data-cy="header-date" class="sc-bc78b52c-4 dRiNOZ"></div></div></div><nav id="toc-wrapper" data-cy="TOC" class="sc-b1ff6b49-0 irBBoA toc"><div class="sc-b1ff6b49-2 GlBFr toc-mobile"><div class="sc-b1ff6b49-4 dsAQFp dropdown">On this page</div><div class="sc-b1ff6b49-5 heJLex"><span>Jump to your section</span></div><div class="sc-b1ff6b49-3 bbqQeU content-wrapper"><ul><li><a href="#top-10" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #top-10">10 best CRMs for SMBs</a><ul><li><a href="#monday" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #monday">Best for unlimited pipelines: monday.com</a></li><li><a href="#zoho" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zoho">Most user-friendly: Zoho CRM</a></li><li><a href="#hubspot" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #hubspot">Best for scalability: HubSpot</a></li><li><a href="#apptivo" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #apptivo">Simplest setup: Apptivo</a></li><li><a href="#freshsales" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #freshsales">Best for small teams: Freshsales</a></li><li><a href="#agile" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #agile">Best for sales, marketing, and service: Agile CRM</a></li><li><a href="#nimble" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #nimble">Best for heavy inbox users: Nimble CRM</a></li><li><a href="#constantcontact" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #constantcontact">Best for email and social tools: ConstantContact</a></li><li><a href="#bitrix24" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #bitrix24">Best for built-in calling: Bitrix 24</a></li><li><a href="#zendesk" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zendesk">Best automation and reporting: Zendesk Sell</a></li></ul></li><li><a href="#definition" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #definition">What is a CRM?</a></li><li><a href="#benefits" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #benefits">CRM benefits</a></li><li><a href="#who-should-use" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #who-should-use">Who should use a CRM?</a></li><li><a href="#cost" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #cost">How much does CRM software cost?</a></li><li><a href="#how-to-choose" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #how-to-choose">Choosing a CRM</a></li><li><a href="#alternatives" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #alternatives">CRM alternatives</a></li><li><a href="#methodology" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #methodology">Our methodology</a></li><li><a href="#faqs" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #faqs">FAQs</a></li></ul></div></div><div class="sc-b1ff6b49-1 iEaleX toc-desktop"><div class="sc-b1ff6b49-4 dsAQFp">On this page</div><div class="sc-b1ff6b49-3 diyRdl content-wrapper"><ul><li><a href="#top-10" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #top-10">10 best CRMs for SMBs</a><ul><li><a href="#monday" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #monday">Best for unlimited pipelines: monday.com</a></li><li><a href="#zoho" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zoho">Most user-friendly: Zoho CRM</a></li><li><a href="#hubspot" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #hubspot">Best for scalability: HubSpot</a></li><li><a href="#apptivo" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #apptivo">Simplest setup: Apptivo</a></li><li><a href="#freshsales" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #freshsales">Best for small teams: Freshsales</a></li><li><a href="#agile" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #agile">Best for sales, marketing, and service: Agile CRM</a></li><li><a href="#nimble" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #nimble">Best for heavy inbox users: Nimble CRM</a></li><li><a href="#constantcontact" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #constantcontact">Best for email and social tools: ConstantContact</a></li><li><a href="#bitrix24" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #bitrix24">Best for built-in calling: Bitrix 24</a></li><li><a href="#zendesk" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zendesk">Best automation and reporting: Zendesk Sell</a></li></ul></li><li><a href="#definition" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #definition">What is a CRM?</a></li><li><a href="#benefits" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #benefits">CRM benefits</a></li><li><a href="#who-should-use" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #who-should-use">Who should use a CRM?</a></li><li><a href="#cost" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #cost">How much does CRM software cost?</a></li><li><a href="#how-to-choose" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #how-to-choose">Choosing a CRM</a></li><li><a href="#alternatives" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #alternatives">CRM alternatives</a></li><li><a href="#methodology" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #methodology">Our methodology</a></li><li><a href="#faqs" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #faqs">FAQs</a></li></ul></div></div></nav><div class="sc-82385409-1 lbNltL article-content" data-cy="content"><div><div data-cy="articleContent" class="rawHtml-content-no-nativo"><p>Customer relationship management (CRM) helps businesses streamline communications with customers and sales leads, store contact information, and collaborate with team members on prospects and clients. Our analysis of the best CRM systems that offer built-in features or integrations that allow companies to streamline sales, accounting, customer service, and marketing activities can help you find the right fit for your needs. </p><div class="paywall-selector"></div><div class="paywall"> <details class="wp-block-details why-trust-us-widget is-layout-flow wp-block-details-is-layout-flow"><summary><h3>Why trust Fortune Recommends</h3></summary><p>Our editors are committed to bringing you unbiased ratings and information. Our editorial content is not influenced by advertisers. We use data-driven methodologies to evaluate financial products and companies, so all are measured equally. Read more about our <a href="https://fortune.com/fortune-recommends-editorial-guidelines/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/fortune-recommends-editorial-guidelines/">editorial guidelines</a> and the <a href="https://fortune.com/fortune-recommends-business-solutions-methodology/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/fortune-recommends-business-solutions-methodology/">business solutions methodology</a> for the ratings below.</p> <ul><li>More than 20 providers compared</li> <li>Over 600 data points collected</li> <li>30+ years of combined experience in the CRM space</li> <li>5 layers of fact-checking</li></ul></details> <h2 class="wp-block-heading"><strong>The 10 best CRM software of November 2024</strong></h2> <div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">CRM provider</th><th scope="col">Key features</th><th scope="col">Base price</th><th scope="col">Learn more</th></tr></thead><tbody><tr><th scope="row"><mark style="background-color:rgba(0, 0, 0, 0)" class="has-inline-color has-vivid-green-cyan-color">Featured partner</mark><br/><strong>Best for unlimited pipelines:</strong> <br/><a href="#monday" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #monday">monday.com</a></th><td class="">Custom dashboards with unlimited pipelines</td><td class="">$15.00 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at monday.com</td></tr><tr><th scope="row"><mark style="background-color:rgba(0, 0, 0, 0)" class="has-inline-color has-vivid-green-cyan-color">Featured partner</mark><br/><strong>Most user-friendly:</strong> <br/><a href="#zoho" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zoho">Zoho CRM</a></th><td class="">Customizable integrations and clean interface</td><td class="">$20.00 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Zoho CRM</td></tr><tr><th scope="row"><strong>Best for scalability:</strong> <br/><a href="#hubspot" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #hubspot">HubSpot</a></th><td class="">Many plan levels and endless integrations</td><td class="">$20.00 per user, per month</td><td class="last-cell"><a href="https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at HubSpot</td></tr><tr><th scope="row"><strong>Simplest setup:</strong> <br/><a href="#apptivo" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #apptivo">Apptivo</a></th><td class="">Sales tools and robust integrations</td><td class="">$20.00 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</td></tr><tr><th scope="row"><strong>Best for small teams:</strong> <br/><a href="#freshsales" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #freshsales">Freshsales</a></th><td class="">Low-cost and easy to learn</td><td class="">$11.00 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Freshsales</td></tr><tr><th scope="row"><strong>Best for sales, marketing, and service:</strong> <br/><a href="#agile" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #agile">Agile CRM</a></th><td class="">Versatile tools for multiple use cases</td><td class="">$14.99 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</td></tr><tr><th scope="row"><strong>Best for heavy inbox users:</strong> <br/><a href="#nimble" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #nimble">Nimble CRM</a></th><td class="">One plan, powerful email capture tools</td><td class="">$29.90 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</td></tr><tr><th scope="row"><strong>Best for email and social tools:</strong><br/><a href="#constantcontact" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #constantcontact">ConstantContact</a></th><td class="">Marketing functions for mass emails with customized templates</td><td class="">Starting at $12.00 per month, based on the number of contacts who are sent emails</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</td></tr><tr><th scope="row"><strong>Best for built-in calling:</strong> <br/><a href="#bitrix24" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #bitrix24">Bitrix 24</a></th><td class="">Integrated VoIP, task management, and web builder</td><td class="">$61.00 monthly for up to five users</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Bitrix 24</td></tr><tr><th scope="row"><strong>Best automation and reporting:</strong> <br/><a href="#zendesk" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zendesk">Zendesk Sell</a></th><td class="">Custom call lists and bulk emails</td><td class="">$25.00 per user, per month</td><td class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Zendesk</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJr"><thead><tr><th colSpan="4">The 10 best CRM software platforms</th></tr></thead><tbody><tr><th><mark style="background-color:rgba(0, 0, 0, 0)" class="has-inline-color has-vivid-green-cyan-color">Featured partner</mark><br/><strong>Best for unlimited pipelines:</strong> <br/><a href="#monday" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #monday">monday.com</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at monday.com</th></tr><tr><th class="header" scope="row">Key features</th><td>Custom dashboards with unlimited pipelines</td></tr><tr><th class="header" scope="row">Base price</th><td>$15.00 per user, per month</td></tr><tr><th><mark style="background-color:rgba(0, 0, 0, 0)" class="has-inline-color has-vivid-green-cyan-color">Featured partner</mark><br/><strong>Most user-friendly:</strong> <br/><a href="#zoho" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zoho">Zoho CRM</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Zoho CRM</th></tr><tr><th class="header" scope="row">Key features</th><td>Customizable integrations and clean interface</td></tr><tr><th class="header" scope="row">Base price</th><td>$20.00 per user, per month</td></tr><tr><th><strong>Best for scalability:</strong> <br/><a href="#hubspot" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #hubspot">HubSpot</a></th><th class="last-cell"><a href="https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at HubSpot</th></tr><tr><th class="header" scope="row">Key features</th><td>Many plan levels and endless integrations</td></tr><tr><th class="header" scope="row">Base price</th><td>$20.00 per user, per month</td></tr><tr><th><strong>Simplest setup:</strong> <br/><a href="#apptivo" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #apptivo">Apptivo</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</th></tr><tr><th class="header" scope="row">Key features</th><td>Sales tools and robust integrations</td></tr><tr><th class="header" scope="row">Base price</th><td>$20.00 per user, per month</td></tr><tr><th><strong>Best for small teams:</strong> <br/><a href="#freshsales" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #freshsales">Freshsales</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Freshsales</th></tr><tr><th class="header" scope="row">Key features</th><td>Low-cost and easy to learn</td></tr><tr><th class="header" scope="row">Base price</th><td>$11.00 per user, per month</td></tr><tr><th><strong>Best for sales, marketing, and service:</strong> <br/><a href="#agile" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #agile">Agile CRM</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</th></tr><tr><th class="header" scope="row">Key features</th><td>Versatile tools for multiple use cases</td></tr><tr><th class="header" scope="row">Base price</th><td>$14.99 per user, per month</td></tr><tr><th><strong>Best for heavy inbox users:</strong> <br/><a href="#nimble" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #nimble">Nimble CRM</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</th></tr><tr><th class="header" scope="row">Key features</th><td>One plan, powerful email capture tools</td></tr><tr><th class="header" scope="row">Base price</th><td>$29.90 per user, per month</td></tr><tr><th><strong>Best for email and social tools:</strong><br/><a href="#constantcontact" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #constantcontact">ConstantContact</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Expert Market</th></tr><tr><th class="header" scope="row">Key features</th><td>Marketing functions for mass emails with customized templates</td></tr><tr><th class="header" scope="row">Base price</th><td>Starting at $12.00 per month, based on the number of contacts who are sent emails</td></tr><tr><th><strong>Best for built-in calling:</strong> <br/><a href="#bitrix24" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #bitrix24">Bitrix 24</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Bitrix 24</th></tr><tr><th class="header" scope="row">Key features</th><td>Integrated VoIP, task management, and web builder</td></tr><tr><th class="header" scope="row">Base price</th><td>$61.00 monthly for up to five users</td></tr><tr><th><strong>Best automation and reporting:</strong> <br/><a href="#zendesk" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to #zendesk">Zendesk Sell</a></th><th class="last-cell"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noreferrer noopener nofollow" aria-disabled="true">See details</a><br/>at Zendesk</th></tr><tr><th class="header" scope="row">Key features</th><td>Custom call lists and bulk emails</td></tr><tr><th class="header" scope="row">Base price</th><td>$25.00 per user, per month</td></tr></tbody></table></div> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for unlimited pipelines: monday.com</h2> <p>Perhaps best known for its task management platform, monday.com has also developed a powerhouse CRM and a product development manager. The CRM was released in summer 2022 and in just two years has helped the company garner more than 225,000 users.</p> <div class="product-card-inline-wrapper"> <div class="card-banner">FEATURED PARTNER</div> <div class="card-area-1"> <h3 id="monday" class="card-title">monday.com</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$15.00 per user, per month</td> </tr> <tr> <td>Free trial length:</td> <td>14 days</td> </tr> <tr> <td>Free plan available?</td> <td>Yes, for up to two users</td> <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*Reduced rates are available for annual contracts"> </div> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at monday.com</p></div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control0-0dcb8017-580f-4003-ae1d-7b6be303fd79" role="tab" name="accordion-pannel-0dcb8017-580f-4003-ae1d-7b6be303fd79" type="radio" aria-controls="content0-0dcb8017-580f-4003-ae1d-7b6be303fd79" checked=""/> <label id="label0-0dcb8017-580f-4003-ae1d-7b6be303fd79" tabindex="0" role="button" for="control0-0dcb8017-580f-4003-ae1d-7b6be303fd79">Additional features</label> <div id="content1-0dcb8017-580f-4003-ae1d-7b6be303fd79" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-0dcb8017-580f-4003-ae1d-7b6be303fd79"> <li>Customizable pipelines and dashboards are available on every paid plan (limited to one dashboard on the Basic Plan)</li> <li>Sales reports are not available until subscribing to the Pro Plan or above</li> <li>Collaborate on shared Docs on all paid plans, but a document library is only available on the Enterprise Plan</li> <li>Open API for developers</li> <li>Email integration is not available until the Standard Plan or above</li> <li>Calling integration is not available until subscribing to the Standard Plan or above</li> </div> <!-- --> <input id="control2-0dcb8017-580f-4003-ae1d-7b6be303fd79" role="tab" name="accordion-pannel-0dcb8017-580f-4003-ae1d-7b6be303fd79" type="radio" aria-controls="content2-0dcb8017-580f-4003-ae1d-7b6be303fd79"/> <label id="label2-0dcb8017-580f-4003-ae1d-7b6be303fd79" tabindex="0" role="button" for="control2-0dcb8017-580f-4003-ae1d-7b6be303fd79">Customer Support</label> <div id="content2-0dcb8017-580f-4003-ae1d-7b6be303fd79" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-0dcb8017-580f-4003-ae1d-7b6be303fd79">monday.com Basic Sales CRM Plan offers 24/7 customer support via live chat and email. Users can also request a phone call via the monday.com help center page. The provider also offers daily live webinars and a self-serve knowledge base. Enterprise Plan subscribers have access to a dedicated customer success manager.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at monday.com</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Monday.com is our pick for companies seeking a user-friendly CRM with unlimited customizable pipelines. It stands out for its visually appealing and intuitive interface, allowing easy workflow and pipeline customization. The software excels at project management, task tracking, and team collaboration, allowing businesses to create tailored workflows that match their unique processes. The ability to create unlimited boards and pipelines makes it an excellent choice for businesses with complex sales processes.</p><div data-cy="nativoTout"></div> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Unlimited customizable pipelines, boards, and documents</span></li><li><span style="font-weight:400">Web forms for capturing leads</span></li><li><span style="font-weight:400">Customizable notifications</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Lacks lead and deal management features</span></li><li><span style="font-weight:400">Limited to 5GB storage per user</span></li><li><span style="font-weight:400">No two-way email integration with Gmail or Outlook on the Basic CRM Plan</span></li></ul></div></div> <h3 class="wp-block-heading">Best monday.com plan for SMBs: Basic</h3> <p>monday.com’s Basic CRM plan works well for many small businesses because it offers competitively priced basic features that fit the needs of teams that don’t need many bells and whistles and value unlimited pipelines and boards. However, organizations that need more built-in integrations, sales automation, lead and deal management, and AI tools will need to upgrade to at least the Standard plan for $20.00 per user monthly, which is still a reasonable price for most companies.</p> <p><strong>Learn more:</strong> Read our <a href="https://fortune.com/recommends/crm/monday-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/monday-crm-review/">monday.com review</a>.</p> <div class="wp-block-group pro-tip-box-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"><h3 class="wp-block-heading pro-tip-box-heading">Expert insight:</h3> <p>“monday.com isn’t only for managing clients. As a managing editor for a larger organization, I found it extremely useful for project management. Plus, it has a robust, intuitive mobile app that makes it easy to manage projects on the go.”<br/><br/>—<em><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/author/jess-pingrey/">Jess Pingrey</a>, Fortune Recommends contributor</em></p></div></div> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See monday.com plans & pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free trial or plan available?</th><th scope="col">Features</th><th scope="col">Pricing, per seat per month (minimum of 3 seats)</th></tr></thead><tbody><tr><th scope="row">Basic</th><td class="">Yes, 14 days</td><td class="">Unlimited custom pipelines<br/>Unlimited contacts<br/>Unlimited boards</td><td class="last-cell">$15.00</td></tr><tr><th scope="row">Standard</th><td class="">Yes, 14 days</td><td class="">AI email generator<br/>250 custom CRM automations per month<br/>Quotes and invoices</td><td class="last-cell">$20.00</td></tr><tr><th scope="row">Pro</th><td class="">Yes, 14 days</td><td class="">Sales forecasting<br/>Sales analytics<br/>25,000 custom CRM automations per month</td><td class="last-cell">$33.00</td></tr><tr><th scope="row">Enterprise</th><td class="">No</td><td class="">Lead scoring<br/>Team goals<br/>HIPAA compliance</td><td class="last-cell">Custom pricing</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Basic</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>Unlimited custom pipelines<br/>Unlimited contacts<br/>Unlimited boards</td></tr><tr><th class="header" scope="row">Pricing, per seat per month (minimum of 3 seats)</th><td>$15.00</td></tr><tr><th>Standard</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>AI email generator<br/>250 custom CRM automations per month<br/>Quotes and invoices</td></tr><tr><th class="header" scope="row">Pricing, per seat per month (minimum of 3 seats)</th><td>$20.00</td></tr><tr><th>Pro</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>Sales forecasting<br/>Sales analytics<br/>25,000 custom CRM automations per month</td></tr><tr><th class="header" scope="row">Pricing, per seat per month (minimum of 3 seats)</th><td>$33.00</td></tr><tr><th>Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>No</td></tr><tr><th class="header" scope="row">Features</th><td>Lead scoring<br/>Team goals<br/>HIPAA compliance</td></tr><tr><th class="header" scope="row">Pricing, per seat per month (minimum of 3 seats)</th><td>Custom pricing</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Most user-friendly: Zoho CRM</h2> <p>Perhaps the platform on our list with the lowest barrier of entry, Zoho CRM is one of many products offered in the Zoho cloud software suite. Users looking for a one-stop shop may appreciate the opportunity to bundle their CRM with marketing, accounting, and VoIP tools such as <a href="https://fortune.com/recommends/voip/zoho-voice-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/voip/zoho-voice-review/">Zoho Voice</a>.</p> <div class="product-card-inline-wrapper"> <div class="card-banner">FEATURED PARTNER</div> <div class="card-area-1"> <h3 id="zoho" class="card-title">Zoho CRM</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$20.00 per user, per month* <div tabindex="0" role="tooltip" aria-label="*Reduced rates available with annual subscription" data-tooltip="*Reduced rates available with annual subscription"> </div> </td> </tr> <tr> <td>Free trial length:</td> <td>15 days</td> </tr> <tr> <td>Free plan available?:</td> <td>Yes* <div tabindex="0" role="tooltip" aria-label="*For up to three users" data-tooltip="*For up to three users"> </div> </td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Zoho CRM</p> </div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control0-580329e2-deb7-43d3-bb1f-dc51675e4f01" role="tab" name="accordion-pannel-580329e2-deb7-43d3-bb1f-dc51675e4f01" type="radio" aria-controls="content1-580329e2-deb7-43d3-bb1f-dc51675e4f01" checked=""/> <label id="label0-580329e2-deb7-43d3-bb1f-dc51675e4f01" tabindex="0" role="button" for="control0-580329e2-deb7-43d3-bb1f-dc51675e4f01">Additional features</label> <div id="content1-580329e2-deb7-43d3-bb1f-dc51675e4f01" class="card-accordion-panel" role="tabpanel" aria-labelledby="label0-580329e2-deb7-43d3-bb1f-dc51675e4f01"> <ul> <li>Sales and marketing automation tools</li> </ul> <ul> <li>Pipeline management board which can be customized for individual user preferences</li> </ul> <ul> <li>Built-in analytics and reporting features</li> </ul> <ul> <li>Document management library</li> </ul> <ul> <li>Open application programming interface (API) and developer library</li> </ul> <ul> <li>Integrates with voice-over-internet-protocol) software for streamlined calling</li> </ul> <ul> <li>Integration with email applications</li> </ul> <ul> <li>Robust mobile app</li> </ul> </div> <!-- --> <input id="control2-580329e2-deb7-43d3-bb1f-dc51675e4f01" role="tab" name="accordion-pannel-580329e2-deb7-43d3-bb1f-dc51675e4f01" type="radio" aria-controls="content2-580329e2-deb7-43d3-bb1f-dc51675e4f01"/> <label id="label2-580329e2-deb7-43d3-bb1f-dc51675e4f01" tabindex="0" role="button" for="control2-580329e2-deb7-43d3-bb1f-dc51675e4f01">Customer Support</label> <div id="content2-580329e2-deb7-43d3-bb1f-dc51675e4f01" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-580329e2-deb7-43d3-bb1f-dc51675e4f01">Zoho CRM offers ample customer support to assist in the ways each customer prefers. Their support team offers live chat and phone support as well as a knowledge base to look for answers to common questions. Phone support is offered eight hours per day Monday through Friday. Additionally, Zoho offers onboarding sessions to help teams get started and set up the CRM system for their specific use cases.</div> <a href="https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-mobile redirect" aria-label="Go to https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Zoho CRM</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Zoho offers a powerful CRM system that balances functionality and affordability. It offers a user-friendly interface with customizable pipelines and robust automation capabilities, plus a vast library of integrations that allow seamless connectivity with the company’s own software and numerous third-party apps. Whether you need contact management, lead scoring, or sales forecasting, its mobile app ensures on-the-go access while multichannel communication features streamline customer interactions across email, social media, and telephony.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Competitive per-user pricing</span></li><li><span style="font-weight:400">Up to 100 customizable email templates</span></li><li><span style="font-weight:400">Up to 10 custom dashboards</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">No access to artificial intelligence (AI) tools until higher-priced plans</span></li><li><span style="font-weight:400">Interface can be overwhelming for novice users</span></li><li><span style="font-weight:400">No sales forecasting features until the Enterprise plan</span></li></ul></div></div> <h3 class="wp-block-heading">Best Zoho CRM plan for SMBs: Standard</h3> <p>The Standard plan tops our list due to its competitive pricing, robust feature set, excellent customer service and onboarding, and broad list of integrations and customizations. However, teams specifically looking for AI features will need to upgrade to the Enterprise plan.</p> <p><strong>Learn more:</strong> Read our <a href="https://fortune.com/recommends/crm/zoho-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/zoho-crm-review/">Zoho CRM review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Zoho CRM plans and pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Pricing</th><th scope="col">Free Trial or Plan Available?</th><th scope="col">Features</th></tr></thead><tbody><tr><th scope="row">Free plan</th><td class="">Free for up to three users</td><td class="">Yes</td><td class="last-cell">3 organization emails<br/>Sales and marketing automation tools<br/>Document library<br/>Standard reports<br/>10 custom email templates<br/>1GB file storage for the organization</td></tr><tr><th scope="row">Standard plan</th><td class="">$20.00 per user, per month</td><td class="">Yes; 15 days</td><td class="last-cell">50 organization emails<br/>Supports up to five currencies<br/>Email integration<br/>Up to 10 custom lead scoring rules<br/>Up to 100 custom reports<br/>10 custom dashboards<br/>Up to 250 mass emails per day<br/>100 custom email templates<br/>Zoho Meetings integration<br/>Google calendar integration<br/>Up to 5 CRM Marketplace extensions</td></tr><tr><th scope="row">Professional plan</th><td class="">$35.00 per user, per month</td><td class="">Yes; 15 days</td><td class="last-cell">75 organization emails<br/>Supports up to 10 currencies<br/>Up to 20 custom lead scoring rules<br/>Motivator tool for sales gamification<br/>Unlimited custom reports<br/>Unlimited custom dashboards<br/>Up to 500 mass emails per day<br/>Unlimited custom email templates<br/>Inventory management tools<br/>Customer service tools<br/>Up to 10 CRM Marketplace extensions</td></tr><tr><th scope="row">Enterprise plan</th><td class="">$50.00 per user, per month</td><td class="">Yes, 15 days</td><td class="last-cell">500 organization emails<br/>Sales territory forecasting<br/>Supports up to 25 currencies<br/>Up to 30 custom lead scoring rules<br/>Anomaly detector<br/>Up to 1,000 mass emails per day<br/>ZIA AI tool for scoring, recommendations, and email and call summaries<br/>Up to 20 CRM Marketplace extensions</td></tr><tr><th scope="row">Ultimate plan</th><td class="">$65.00 per user, per month</td><td class="">Yes; 15 days</td><td class="last-cell">500 organization emails<br/>Supports up to 50 currencies<br/>Up to 50 custom lead scoring rules<br/>Up to 2,000 mass emails per day<br/>ZIA AI tool for scoring, recommendations, and email and call summaries<br/>Up to 50 CRM Marketplace extensions</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Free plan</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Pricing</th><td>Free for up to three users</td></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>3 organization emails<br/>Sales and marketing automation tools<br/>Document library<br/>Standard reports<br/>10 custom email templates<br/>1GB file storage for the organization</td></tr><tr><th>Standard plan</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Pricing</th><td>$20.00 per user, per month</td></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15 days</td></tr><tr><th class="header" scope="row">Features</th><td>50 organization emails<br/>Supports up to five currencies<br/>Email integration<br/>Up to 10 custom lead scoring rules<br/>Up to 100 custom reports<br/>10 custom dashboards<br/>Up to 250 mass emails per day<br/>100 custom email templates<br/>Zoho Meetings integration<br/>Google calendar integration<br/>Up to 5 CRM Marketplace extensions</td></tr><tr><th>Professional plan</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Pricing</th><td>$35.00 per user, per month</td></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15 days</td></tr><tr><th class="header" scope="row">Features</th><td>75 organization emails<br/>Supports up to 10 currencies<br/>Up to 20 custom lead scoring rules<br/>Motivator tool for sales gamification<br/>Unlimited custom reports<br/>Unlimited custom dashboards<br/>Up to 500 mass emails per day<br/>Unlimited custom email templates<br/>Inventory management tools<br/>Customer service tools<br/>Up to 10 CRM Marketplace extensions</td></tr><tr><th>Enterprise plan</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Pricing</th><td>$50.00 per user, per month</td></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes, 15 days</td></tr><tr><th class="header" scope="row">Features</th><td>500 organization emails<br/>Sales territory forecasting<br/>Supports up to 25 currencies<br/>Up to 30 custom lead scoring rules<br/>Anomaly detector<br/>Up to 1,000 mass emails per day<br/>ZIA AI tool for scoring, recommendations, and email and call summaries<br/>Up to 20 CRM Marketplace extensions</td></tr><tr><th>Ultimate plan</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Pricing</th><td>$65.00 per user, per month</td></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15 days</td></tr><tr><th class="header" scope="row">Features</th><td>500 organization emails<br/>Supports up to 50 currencies<br/>Up to 50 custom lead scoring rules<br/>Up to 2,000 mass emails per day<br/>ZIA AI tool for scoring, recommendations, and email and call summaries<br/>Up to 50 CRM Marketplace extensions</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for scalability: HubSpot</h2> <p>HubSpot is a titan of the CRM industry, well-known by sales teams and marketers alike. The company was founded in 2006 and boasts over 228,000 customers in over 130 countries. The platform offers solutions for both small businesses and enterprise customers.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="hubspot" class="card-title">HubSpot</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$20.00 per user, per month <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*Reduced rates are available for annual contracts"> </div> </td> </tr> <tr> <td>Free trial length:</td> <td>None</td> </tr> <tr> <td>Free plan available?:</td> <td>Yes, for up to five users</td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf&pub_param_1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at HubSpot</p></div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control0-b09719d5-3a0c-4935-85df-d830c7d422c3" role="tab" name="accordion-pannel-b09719d5-3a0c-4935-85df-d830c7d422c3" type="radio" aria-controls="content0-b09719d5-3a0c-4935-85df-d830c7d422c3" checked=""/> <label id="label0-b09719d5-3a0c-4935-85df-d830c7d422c3" tabindex="0" role="button" for="control0-b09719d5-3a0c-4935-85df-d830c7d422c3">Additional features</label> <div id="content1-b09719d5-3a0c-4935-85df-d830c7d422c3" class="card-accordion-panel" role="tabpanel" aria-labelledby="label0-b09719d5-3a0c-4935-85df-d830c7d422c3"> <li>Pipeline management dashboard is included but cannot be customized for users until upgrade to the Professional plan</li> <li>Up to 10 reporting dashboards with 10 reports per dashboard</li> <li>Open API for developers with integration guides</li> <li>Email integration for Gmail, Outlook, and Microsoft Exchange</li> <li>Hundreds of app integrations</li> <li>Sales automation features that can trigger tasks and email notifications, with advanced workflows in higher-tier plan</li> “HubSpot has many workflows we can set up, which ensures no lead falls through the cracks,” says Ultan O’Callaghan, CEO at Thooja. “For example, if someone contacts us through our website, we can easily set up a workflow to ensure they are contacted by sales rep.” </div> <!-- --> <input id="control2-b09719d5-3a0c-4935-85df-d830c7d422c3" role="tab" name="accordion-pannel-b09719d5-3a0c-4935-85df-d830c7d422c3" type="radio" aria-controls="content2-b09719d5-3a0c-4935-85df-d830c7d422c3"/> <label id="label2-b09719d5-3a0c-4935-85df-d830c7d422c3" tabindex="0" role="button" for="control2-b09719d5-3a0c-4935-85df-d830c7d422c3">Customer Support</label> <div id="content2-b09719d5-3a0c-4935-85df-d830c7d422c3" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-b09719d5-3a0c-4935-85df-d830c7d422c3">HubSpot’s Sales Hub Starter Plan offers email support and a comprehensive knowledge base, HubSpot Academy to learn about its rich feature set, and HubSpot Community to learn from other users. Professional Plan users gain access to phone support.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" funnel.naturaltracking.com="">View Offer </a> <p class="cta-caption">at HubSpot</p> </section></div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>HubSpot’s Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. However, companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Professional plan, which is expensive at $90 per user monthly. </p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Supports up to one million sales products and 5,000 documents</span></li><li><span style="font-weight:400">Live chat and Facebook Messenger integration</span></li><li><span style="font-weight:400">Up to 5,000 email templates</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Limited to one shared inbox</span></li><li><span style="font-weight:400">Limited to one HubSpot-provided phone number</span></li><li><span style="font-weight:400">Lacks automated sequences or workflows until higher-priced plans</span></li></ul></div></div> <h3 class="wp-block-heading">Best HubSpot plan for SMBs: Sales Hub Starter</h3> <p>The Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. Companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Sales Hub Professional plan, which may be prohibitively expensive at $100.00 monthly per user.</p> <p><strong>Learn more: </strong>read our <a href="https://fortune.com/recommends/crm/hubspot-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/hubspot-crm-review/">Hubspot CRM review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See HubSpot plans and pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free trial</th><th scope="col">Features</th><th scope="col">Pricing</th></tr></thead><tbody><tr><th scope="row">Free</th><td class="">N/A</td><td class="">Contact management<br/>Deal pipeline<br/>Meeting scheduling<br/>Shared inbox<br/>Conversational bots<br/>Email scheduling<br/>Email reply tracking<br/>Gmail, Outlook, and Microsoft integrations</td><td class="last-cell">$0 (up to five users)</td></tr><tr><th scope="row">Sales Starter</th><td class="">14 days</td><td class="">All features on HubSpot Free plus:<br/>Sales automation<br/>Sales content analytics<br/>Automated task queues<br/>Team performance measurements<br/>HubSpot-provided phone numbers<br/>Digital signatures<br/>Conversation routing<br/>Multicurrency support<br/>Task and deal notifications<br/>Task calendar sync<br/>Payments</td><td class="last-cell">$20.00 per month, per seat</td></tr><tr><th scope="row">Sales Professional</th><td class="">14 days</td><td class="">All Sales Starter features plus:<br/>Prospecting and lead management<br/>Sales forecasting<br/>Custom reporting and analytics<br/>Customizable playbooks<br/>Call transcriptions<br/>Coaching playlists<br/>Account-based marketing (ABM) tools and automation<br/>Contact scoring<br/>Video messaging<br/>Workflow extensions<br/>Automated sequences (outreaches, follow-ups, and tasks)</td><td class="last-cell">$100.00 per month, per seat</td></tr><tr><th scope="row">Sales Enterprise</th><td class="">14 days</td><td class="">All Sales Enterprise features plus:<br/>Predictive lead scoring<br/>Recurring revenue tracking<br/>Deal journey analytics<br/>Lead form routing<br/>Advanced permissions<br/>Single sign-on (SSO)<br/>Field-level and advanced permissions<br/>Conversation intelligence (insights on customer calls)</td><td class="last-cell">$150.00 per month, per seat</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Free</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>N/A</td></tr><tr><th class="header" scope="row">Features</th><td>Contact management<br/>Deal pipeline<br/>Meeting scheduling<br/>Shared inbox<br/>Conversational bots<br/>Email scheduling<br/>Email reply tracking<br/>Gmail, Outlook, and Microsoft integrations</td></tr><tr><th class="header" scope="row">Pricing</th><td>$0 (up to five users)</td></tr><tr><th>Sales Starter</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All features on HubSpot Free plus:<br/>Sales automation<br/>Sales content analytics<br/>Automated task queues<br/>Team performance measurements<br/>HubSpot-provided phone numbers<br/>Digital signatures<br/>Conversation routing<br/>Multicurrency support<br/>Task and deal notifications<br/>Task calendar sync<br/>Payments</td></tr><tr><th class="header" scope="row">Pricing</th><td>$20.00 per month, per seat</td></tr><tr><th>Sales Professional</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All Sales Starter features plus:<br/>Prospecting and lead management<br/>Sales forecasting<br/>Custom reporting and analytics<br/>Customizable playbooks<br/>Call transcriptions<br/>Coaching playlists<br/>Account-based marketing (ABM) tools and automation<br/>Contact scoring<br/>Video messaging<br/>Workflow extensions<br/>Automated sequences (outreaches, follow-ups, and tasks)</td></tr><tr><th class="header" scope="row">Pricing</th><td>$100.00 per month, per seat</td></tr><tr><th>Sales Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All Sales Enterprise features plus:<br/>Predictive lead scoring<br/>Recurring revenue tracking<br/>Deal journey analytics<br/>Lead form routing<br/>Advanced permissions<br/>Single sign-on (SSO)<br/>Field-level and advanced permissions<br/>Conversation intelligence (insights on customer calls)</td></tr><tr><th class="header" scope="row">Pricing</th><td>$150.00 per month, per seat</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for simple setup: Apptivo</h2> <p>Apptivo was founded in 2009 and in 15 years has grown to be used by more than 150,000 companies in nearly 200 countries. The platform has plenty of features on its own, but also plays well with others and enables hundreds of integrations with third-party platforms to streamline processes.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="apptivo" class="card-title">Apptivo</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$20.00 per user, per month</td> </tr> <tr> <td>Free trial length:</td> <td>30 days</td> </tr> <tr> <td>Free plan available?:</td> <td>No <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*For up to three users"> </div> </td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p></div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" role="tab" name="accordion-pannel-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" type="radio" aria-controls="content1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" checked=""/> <label id="label1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" tabindex="0" role="button" for="control1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac">Additional features</label> <div id="content1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac"> <li>Pipeline management board is included, which can be customized for each user’s preferences</li> <li>Email integration via Internet message access protocol (IMAP) as well as email templates, open, and click tracking</li> <li>Voice-over-internet-protocol integration with providers such as RingCentral and API calls</li> <li>Referral tracking to see where leads come from</li> <li>Up to 25 workflows per account</li> </div> <!-- --> <input id="control2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" role="tab" name="accordion-pannel-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" type="radio" aria-controls="content2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac"/> <label id="label2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" tabindex="0" role="button" for="control2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac">Customer Support</label> <div id="content2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-6a0ac4e2-32ca-428d-87fb-e6da7946b1ac">Apptivo’s Lite plan offers customer support via email, phone, live chat, knowledge base, how-to videos, webinars, and training support. On the Lite plan, phone support is available 24/5 and live chat is offered 24/7.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at Expert Market</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Apptivo made our list of the best CRM software because it offers an easy-to-use platform for all users, a wide range of integrations, and exceptional customer support features. Its intuitive interface requires minimal training, making it easy for teams to onboard and start using the platform. It offers robust contact and lead management, customizable pipelines, and powerful reporting tools. A key component of Apptivo’s strength lies in its extensive integration options, as it can connect with over 1200 third-party applications. This flexibility allows businesses to create a tailored ecosystem that aligns with their specific needs.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Vast library of integrations</span></li><li><span style="font-weight:400">User-friendly mobile apps</span></li><li><span style="font-weight:400">Multiple sales pipelines</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">No free forever plan available</span></li><li><span style="font-weight:400">Limited to 18 integrations in the Lite Plan</span></li><li><span style="font-weight:400">Lacks e-commerce and marketing automation tools in the Lite Plan</span></li></ul></div></div> <h3 class="wp-block-heading">Best Apptivo plan for SMBs: Lite</h3> <p>Apptivo Lite stands out for its simplicity and powerful integration capabilities. It provides essential CRM features at an affordable price point, including email marketing, project management, and invoicing capabilities, which makes it a versatile choice for small businesses looking to streamline their operations. Keep in mind, though, that teams in need of e-commerce tools, email sequences, and marketing automation will have to subscribe to the Premium plan or above.</p> <p><strong>Learn more:</strong> Read our <a href="https://fortune.com/recommends/crm/apptivo-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/apptivo-review/">Apptivo review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Apptivo plans and pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free trial or plan available?</th><th scope="col">Features</th><th scope="col">Pricing</th></tr></thead><tbody><tr><th scope="row">Lite</th><td class="">Yes, 30 days</td><td class="">18 connected apps <br/>24 automated workflows<br/>Eight customizable dashboards</td><td class="last-cell">$20.00 per user, per month</td></tr><tr><th scope="row">Premium</th><td class="">Yes, 30 days</td><td class="">46 connected apps <br/>75 automated workflows<br/>25 customizable dashboards<br/>Track and manage ecommerce products</td><td class="last-cell">$30.00 per user, per month</td></tr><tr><th scope="row">Ultimate</th><td class="">Yes, 30 days</td><td class="">57 connected apps <br/>150 automated workflows<br/>50 customizable dashboards<br/>Automated marketing email sequences</td><td class="last-cell">$50.00 per user, per month</td></tr><tr><th scope="row">Enterprise</th><td class="">No</td><td class="">65 connected apps <br/>300 automated workflows<br/>100 customizable dashboards<br/>Google Maps integration</td><td class="last-cell">Custom pricing</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Lite</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 30 days</td></tr><tr><th class="header" scope="row">Features</th><td>18 connected apps <br/>24 automated workflows<br/>Eight customizable dashboards</td></tr><tr><th class="header" scope="row">Pricing</th><td>$20.00 per user, per month</td></tr><tr><th>Premium</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 30 days</td></tr><tr><th class="header" scope="row">Features</th><td>46 connected apps <br/>75 automated workflows<br/>25 customizable dashboards<br/>Track and manage ecommerce products</td></tr><tr><th class="header" scope="row">Pricing</th><td>$30.00 per user, per month</td></tr><tr><th>Ultimate</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes, 30 days</td></tr><tr><th class="header" scope="row">Features</th><td>57 connected apps <br/>150 automated workflows<br/>50 customizable dashboards<br/>Automated marketing email sequences</td></tr><tr><th class="header" scope="row">Pricing</th><td>$50.00 per user, per month</td></tr><tr><th>Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>No</td></tr><tr><th class="header" scope="row">Features</th><td>65 connected apps <br/>300 automated workflows<br/>100 customizable dashboards<br/>Google Maps integration</td></tr><tr><th class="header" scope="row">Pricing</th><td>Custom pricing</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for small teams: Freshsales</h2> <p>Freshsales CRM is part of the Freshworks software suite, which means businesses may find solutions for more than just sales and marketing needs here. The price is one of the most affordable on our list, even offering a free plan for very small teams.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="freshsales" class="card-title">Freshsales</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$11.00 per user, per month</td> </tr> <tr> <td>Free trial length:</td> <td>21 days</td> </tr> <tr> <td>Free plan available?:</td> <td>Yes, for up to three users <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*For up to three users"> </div> </td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Freshsales</p> </div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-64a1b542-6f33-4177-bab4-8e12b54fb371" role="tab" name="accordion-pannel-64a1b542-6f33-4177-bab4-8e12b54fb371" type="radio" aria-controls="content1-64a1b542-6f33-4177-bab4-8e12b54fb371" checked=""/> <label id="label1-64a1b542-6f33-4177-bab4-8e12b54fb371" tabindex="0" role="button" for="control1-64a1b542-6f33-4177-bab4-8e12b54fb371">Additional features</label> <div id="content1-64a1b542-6f33-4177-bab4-8e12b54fb371" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-64a1b542-6f33-4177-bab4-8e12b54fb371"> <ul> <li>Pipeline management dashboard, which can be customized on higher-tier plans</li> </ul> <ul> <li>Basic reporting and analytics―advanced reporting is available on higher-tier plans</li> </ul> <ul> <li>Two-way email sync</li> </ul> <ul> <li>Social media integrations with short message service (SMS), Facebook, WhatsApp, Line Messenger, and Google Business messages</li> </ul> <ul> <li>Mobile iOS and Android apps</li> </ul> </div> <!-- --> <input id="control2-64a1b542-6f33-4177-bab4-8e12b54fb371" role="tab" name="accordion-pannel-64a1b542-6f33-4177-bab4-8e12b54fb371" type="radio" aria-controls="content2-64a1b542-6f33-4177-bab4-8e12b54fb371"/> <label id="label2-64a1b542-6f33-4177-bab4-8e12b54fb371" tabindex="0" role="button" for="control2-64a1b542-6f33-4177-bab4-8e12b54fb371">Customer Support</label> <div id="content2-64a1b542-6f33-4177-bab4-8e12b54fb371" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-64a1b542-6f33-4177-bab4-8e12b54fb371">Freshsales offers 24/5 support for all plan tiers via phone, email, and live chat. They also offer a robust knowledge base with how-to articles and the ability to file support tickets.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow">View Offer </a> <p class="cta-caption">at Freshsales</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Freshsales is our pick for smaller teams needing an easy-to-learn, cost-effective CRM solution. It offers an intuitive interface with AI-powered insights, making it accessible for CRM novices. Users will find comprehensive tools for contact management, lead scoring, and pipeline visualization, as well as built-in phone and email tracking features that enhance communication efficiency. </p> <p>On the Pro plan and above, Freshsales provides robust automation capabilities, allowing teams to streamline repetitive tasks and focus on high-value activities. The Growth plan.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">User-friendly mobile apps</span></li><li><span style="font-weight:400">Email templates</span></li><li><span style="font-weight:400">Built-in native phone application</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Does not offer multiple sales pipelines on entry-level plan</span></li><li><span style="font-weight:400">Lacks advanced workflows on entry-level plan</span></li></ul></div></div> <h3 class="wp-block-heading">Best Freshsales plan for SMBs: Growth</h3> <p>Freshsales’ Growth Plan made our list of the top CRMs for small businesses because it’s a low-cost option built to support smaller teams as they scale. It includes essential features such as workflow automation, custom reports, and multiple sales pipelines, offering a balanced mix of functionality and affordability. </p> <p>When your team grows to the point they need advanced workflows and reporting tools or multiple sales pipelines, it will be time to upgrade to a higher-priced plan. Thankfully, Freshsales gives you the ability to scale with the growth of your business, making it an excellent choice for businesses that anticipate expanding their CRM needs over time.</p> <div class="wp-block-group pro-tip-box-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"><h3 class="wp-block-heading pro-tip-box-heading">Expert insight:</h3> <p>“Working with a nonprofit means working on a tight budget. Thankfully, Freshsales and its companion tools from Freshworks make it easy to keep track of donors and keep them engaged. I’ve been able to leverage the Growth plan to see at-a-glance the last time someone donated to our organization and when I should reach out again, and I can do all of that without breaking the bank.”<br/><br/>—<em><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/author/cassie-bottorff/">Cassie Bottorff</a>, Editor at Fortune Recommends </em></p></div></div> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Freshsales plans and pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free Trial or plan available?</th><th scope="col">Features</th><th scope="col">Pricing</th></tr></thead><tbody><tr><th scope="row">Free</th><td class="">Yes</td><td class="">Account and contact management<br/>Deal management<br/>Built-in phone and live chat</td><td class="last-cell">$0</td></tr><tr><th scope="row">Growth</th><td class="">Yes</td><td class="">Visual <a href="https://fortune.com/recommends/crm/what-is-a-sales-pipeline" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-a-sales-pipeline">sales pipeline</a><br/>Integration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages<br/>20 basic workflows</td><td class="last-cell">$11.00 per user, per month</td></tr><tr><th scope="row">Pro</th><td class="">Yes</td><td class="">10 sales pipelines<br/>50 basic workflows and 50 advanced workflows<br/>Access to Freddy AI insights</td><td class="last-cell">$47.00 per user, per month</td></tr><tr><th scope="row">Enterprise</th><td class="">Yes</td><td class="">AI-powered forecasting insights<br/>10 custom modules<br/>Profiles automatically enriched with public information</td><td class="last-cell">$71.00 per user, per month</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Free</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or plan available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>Account and contact management<br/>Deal management<br/>Built-in phone and live chat</td></tr><tr><th class="header" scope="row">Pricing</th><td>$0</td></tr><tr><th>Growth</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or plan available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>Visual <a href="https://fortune.com/recommends/crm/what-is-a-sales-pipeline" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-a-sales-pipeline">sales pipeline</a><br/>Integration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages<br/>20 basic workflows</td></tr><tr><th class="header" scope="row">Pricing</th><td>$11.00 per user, per month</td></tr><tr><th>Pro</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or plan available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>10 sales pipelines<br/>50 basic workflows and 50 advanced workflows<br/>Access to Freddy AI insights</td></tr><tr><th class="header" scope="row">Pricing</th><td>$47.00 per user, per month</td></tr><tr><th>Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or plan available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>AI-powered forecasting insights<br/>10 custom modules<br/>Profiles automatically enriched with public information</td></tr><tr><th class="header" scope="row">Pricing</th><td>$71.00 per user, per month</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for streamlined sales, marketing, and service: Agile CRM</h2> <p>As the name might imply, Agile CRM is a versatile product that can serve multiple needs. It has a smaller customer base than some of its competitors, at only 20,000 users, but its team prides itself on building a powerful product specifically designed for small businesses.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="agile" class="card-title">Agile CRM</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$14.99 per user, per month</td> </tr> <tr> <td>Free trial length:</td> <td>none</td> </tr> <tr> <td>Free plan available?:</td> <td>Yes, for up to 10 users <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual and biannual contracts" data-tooltip="*For up to three users"> </div> </td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p></div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-d014bca4-9e0c-416e-a1c3-04f6a5065052" role="tab" name="accordion-pannel-d014bca4-9e0c-416e-a1c3-04f6a5065052" type="radio" aria-controls="content1-d014bca4-9e0c-416e-a1c3-04f6a5065052" checked=""/> <label id="label1-d014bca4-9e0c-416e-a1c3-04f6a5065052" tabindex="0" role="button" for="control1-d014bca4-9e0c-416e-a1c3-04f6a5065052">Additional features</label> <div id="content1-d014bca4-9e0c-416e-a1c3-04f6a5065052" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-d014bca4-9e0c-416e-a1c3-04f6a5065052"> <li>Customizable pipeline dashboard to meet user’s needs and preferences</li> <li>Comprehensive reports for deals, tasks, and sales revenue</li> <li>Store unlimited deals, tasks, and documents</li> <li>Ability to make and receive phone calls in the browser with session initiation protocol (SIP) telephony</li> <li>Open API for developers</li> <li>Email integration with IMAP</li> </div> <!-- --> <input id="control2-d014bca4-9e0c-416e-a1c3-04f6a5065052" role="tab" name="accordion-pannel-d014bca4-9e0c-416e-a1c3-04f6a5065052" type="radio" aria-controls="content2-d014bca4-9e0c-416e-a1c3-04f6a5065052"/> <label id="label2-d014bca4-9e0c-416e-a1c3-04f6a5065052" tabindex="0" role="button" for="control2-d014bca4-9e0c-416e-a1c3-04f6a5065052">Customer Support</label> <div id="content2-d014bca4-9e0c-416e-a1c3-04f6a5065052" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-d014bca4-9e0c-416e-a1c3-04f6a5065052">Agile CRM offers 24/5 customer support via email and phone. Starter Plan users have access to a knowledge base to search for answers to commonly asked questions. </div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at Expert Market</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Agile CRM provides a low-cost CRM solution for companies that need a comprehensive sales, marketing, and service platform. It particularly shines for offering marketing automation features for a low price point. However, teams looking for more robust customer service, such as a dedicated account representative or an onboarding coach must subscribe to the Enterprise plan. </p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Store up to 10,000 companies and contacts</span></li><li><span style="font-weight:400">Lead scoring in every plan</span></li><li><span style="font-weight:400">Sales, marketing, and service features included</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Social monitoring not included until higher-tier plans</span></li><li>Starter <span style="font-weight:400">plan is limited to five automation triggers</span></li><li><span style="font-weight:400">Lacks mobile marketing features are not available until the Regular plan</span></li></ul></div></div> <h3 class="wp-block-heading">Best Agile CRM plan for SMBs: Starter</h3> <p>While Agile CRM’s free plan gets things off to a decent start, we’d suggest going ahead and signing up for the Starter plan. It has an affordable rate of $14.99 monthly per user and once you’re ready to commit, you can cut that price nearly in half by signing up for a two-year term. On this plan you’ll have access to the vast majority of tools you’d expect from a more expensive platform, including form builders, automation tools, and email campaigns.</p> <p>Teams should consider upgrading to the Regular plan if they exceed the number of workflows allowed on the Starter plan, and to the Enterprise plan if looking for more robust customer service, such as a dedicated account representative or an onboarding coach.</p> <p><strong>Learn more:</strong> read our <a href="https://fortune.com/recommends/crm/agile-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/agile-crm-review/">Agile CRM review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Agile CRM plans and pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free trial or plan available?</th><th scope="col">Features</th><th scope="col">Pricing per user, per month</th></tr></thead><tbody><tr><th scope="row">Free</th><td class="">Yes</td><td class="">Unlimited deals, tasks, and documents<br/>Appointment scheduling<br/>Lead scoring</td><td class="last-cell">$0</td></tr><tr><th scope="row">Starter</th><td class="">No</td><td class="">Email campaigns<br/>Marketing automation<br/>Landing page builder</td><td class="last-cell">$14.99 per user</td></tr><tr><th scope="row">Regular</th><td class="">No</td><td class="">Helpdesk<br/>Canned responses<br/>Create service groups</td><td class="last-cell">$49.99 per user</td></tr><tr><th scope="row">Enterprise</th><td class="">No</td><td class="">50-plus integrations<br/>Syncs with Stripe, Shopify, and Google<br/>Basic reports</td><td class="last-cell">$79.99 per user</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Free</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>Yes</td></tr><tr><th class="header" scope="row">Features</th><td>Unlimited deals, tasks, and documents<br/>Appointment scheduling<br/>Lead scoring</td></tr><tr><th class="header" scope="row">Pricing per user, per month</th><td>$0</td></tr><tr><th>Starter</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>No</td></tr><tr><th class="header" scope="row">Features</th><td>Email campaigns<br/>Marketing automation<br/>Landing page builder</td></tr><tr><th class="header" scope="row">Pricing per user, per month</th><td>$14.99 per user</td></tr><tr><th>Regular</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>No</td></tr><tr><th class="header" scope="row">Features</th><td>Helpdesk<br/>Canned responses<br/>Create service groups</td></tr><tr><th class="header" scope="row">Pricing per user, per month</th><td>$49.99 per user</td></tr><tr><th>Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial or plan available?</th><td>No</td></tr><tr><th class="header" scope="row">Features</th><td>50-plus integrations<br/>Syncs with Stripe, Shopify, and Google<br/>Basic reports</td></tr><tr><th class="header" scope="row">Pricing per user, per month</th><td>$79.99 per user</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for heavy inbox users: Nimble CRM</h2> <p>With its own roots as a small business, Nimble understands the struggles of entrepreneurs more than some. A straightforward price point is just one way that Nimble seeks to make itself accessible to its user base.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="nimble" class="card-title">Nimble CRM</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$29.90 per user, per month <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*Reduced rates are available for annual contracts"></div></td> </tr> <tr> <td>Free trial length:</td> <td>14 days</td> </tr> <tr> <td>Free plan available?:</td> <td>No</td> </tr> </tbody> </table> </section></div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p></div> <div class="card-area-4"><section class="card-accordion two-pannels" role="tablist"> <input id="control1-f384af8a-e39c-4dc2-8c30-162187bd1b40" role="tab" name="accordion-pannel-f384af8a-e39c-4dc2-8c30-162187bd1b40" type="radio" aria-controls="content1-f384af8a-e39c-4dc2-8c30-162187bd1b40" checked=""/> <label id="label1-f384af8a-e39c-4dc2-8c30-162187bd1b40" tabindex="0" role="button" for="control1-f384af8a-e39c-4dc2-8c30-162187bd1b40">Additional features</label> <div id="content1-f384af8a-e39c-4dc2-8c30-162187bd1b40" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-f384af8a-e39c-4dc2-8c30-162187bd1b40"> <li>Unlimited, customizable pipelines and vertical industry deal templates</li> <li>Unlimited email templates</li> <li>Individual and team reports</li> <li>2GB of storage per user with the option to upgrade storage in 10GB increments for an additional $10 monthly</li> <li>Microsoft and Google email, calendar, and contact sync</li> <li>Over 20 custom widgets for user dashboards</li> </div> <!-- --> <input id="control2-f384af8a-e39c-4dc2-8c30-162187bd1b40" role="tab" name="accordion-pannel-f384af8a-e39c-4dc2-8c30-162187bd1b40" type="radio" aria-controls="content2-f384af8a-e39c-4dc2-8c30-162187bd1b40"/> <label id="label2-f384af8a-e39c-4dc2-8c30-162187bd1b40" tabindex="0" role="button" for="control2-f384af8a-e39c-4dc2-8c30-162187bd1b40">Customer Support</label> <div id="content2-f384af8a-e39c-4dc2-8c30-162187bd1b40" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-f384af8a-e39c-4dc2-8c30-162187bd1b40">Nimble offers exceptional customer support with live chat, email, a knowledge base, and free 1:1 phone calls. They even offer daily live Q&A sessions and weekly training webinars to support users.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at Expert Market</p> </section></div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Nimble CRM keeps things simple with one pricing tier that provides nearly everything a sales professional needs. It works within users’ existing email platforms, making it exceptionally user-friendly for those who spend most of their time in their inbox. The software offers robust contact management, deal tracking, and task management capabilities. While it may lack some advanced marketing automation features, Nimble provides a comprehensive view of customer interactions across multiple channels, making it ideal for businesses that prioritize relationship-building and personalized communication.</p> <p>While it isn’t the cheapest provider on our list and some integrations cost extra, its customers praise its AI functionality and say the software is very user-friendly. Teams looking for more robust marketing tools should consider a different provider, such as HubSpot or Zoho CRM.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Offers unlimited customizable workflows</span></li><li><span style="font-weight:400">Up to 1,000 custom fields</span></li><li><span style="font-weight:400">Nimble Prospector browser extension to create and edit contact records</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">More expensive than some other options on our list</span></li><li><span style="font-weight:400">VoIP phone system integration is an extra cost</span></li><li><span style="font-weight:400">Most third-party integrations require an extra cost</span></li></ul></div></div> <p><strong>Learn more:</strong> Read our <a href="https://fortune.com/recommends/crm/nimble-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/nimble-crm-review/">Nimble CRM review</a>.</p> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for email and social tools: Constant Contact</h2> <p>Well known for its email marketing tools, Constant Contact also offers a CRM platform that works hand-in-hand with its lead generation tools to help sales teams contact more customers and close more deals.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="constantcontact" class="card-title">Constant Contact</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>Custom pricing required</td> </tr> <tr> <td>Free trial length:</td> <td>30 days</td> </tr> <tr> <td>Free plan available?:</td> <td>No</td> </tr> </tbody> </table> </section> </div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p> </div> <div class="card-area-4"> <section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-b88bba89-1090-44fb-8369-8f5939135e78" role="tab" name="accordion-pannel-b88bba89-1090-44fb-8369-8f5939135e78" type="radio" aria-controls="content1-b88bba89-1090-44fb-8369-8f5939135e78" checked=""/> <label id="label1-b88bba89-1090-44fb-8369-8f5939135e78" tabindex="0" role="button" for="control1-b88bba89-1090-44fb-8369-8f5939135e78">Additional features</label> <div id="content1-b88bba89-1090-44fb-8369-8f5939135e78" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-b88bba89-1090-44fb-8369-8f5939135e78"> <ul> <li>Pipeline dashboard can be customized for each user</li> </ul> <ul> <li>Reach and engagement reporting for email campaigns</li> </ul> <ul> <li>Open API for developers to generate keys for the CRM</li> </ul> <ul> <li>Gmail and Office 365 email integration</li> </ul> <ul> <li>Automated welcome emails</li> </ul> </div> <!-- --> <input id="control2-b88bba89-1090-44fb-8369-8f5939135e78" role="tab" name="accordion-pannel-b88bba89-1090-44fb-8369-8f5939135e78" type="radio" aria-controls="content2-b88bba89-1090-44fb-8369-8f5939135e78"/> <label id="label2-b88bba89-1090-44fb-8369-8f5939135e78" tabindex="0" role="button" for="control2-b88bba89-1090-44fb-8369-8f5939135e78">Customer Support</label> <div id="content2-b88bba89-1090-44fb-8369-8f5939135e78" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-b88bba89-1090-44fb-8369-8f5939135e78">Constant Contact users have access to support via live chat, a self-service knowledge base, and phone. Chat is available Monday through Friday from 3 a.m. to 8 p.m. Eastern time. Phone support hours vary by department Monday through Saturday. Constant Contact also offers video tutorials and free webinars.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow">View Offer </a> <p class="cta-caption">at Expert Market</p> </section> </div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Constant Contact made our list because it’s a powerful option for companies to manage leads, engage prospects with email tools, and track revenue. Drag-and-drop email tools and customizable templates make it easy to build powerful campaigns with clear lead scoring and reports organized on an intuitive sales pipeline.</p> <p>Teams that need the ability to schedule email sends, conduct A/B testing, put dynamic content in emails, and create advanced automations may require upgrading to more advanced tiers of service. Interested customers must reach out to a sales representative to discuss their needs and get a custom quote.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">30-day money-back guarantee</span></li><li><span style="font-weight:400">Discounted rates for nonprofits</span></li><li><span style="font-weight:400">AI content recommendations</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">CRM pricing requires a custom quote, making it hard for SMBs to quickly determine if it’s in the budget</span></li></ul></div></div> <p><strong>Learn more:</strong> Read our <a href="https://fortune.com/recommends/crm/constant-contact-crm-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/constant-contact-crm-review/">Constant Contact CRM review</a>.</p> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best for built-in calling: Bitrix24</h2> <p>Bitrix24 was founded in the late 2000s by a team focused on improving communication while building collaboration. The result? A powerful CRM tool that is now used by millions around the world.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="bitrix24" class="card-title">Bitrix24</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$61.00 monthly for up to five users</td> </tr> <tr> <td>Free trial length:</td> <td>15 days</td> </tr> <tr> <td>Free plan available?:</td> <td>Yes, with limited features <div tabindex="0" role="tooltip" aria-label="*Reduced rates are available for annual contracts" data-tooltip="*Reduced rates are available for annual contracts"></div></td> </tr> </tbody> </table> </section></div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p></div> <div class="card-area-4"><section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" role="tab" name="accordion-pannel-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" type="radio" aria-controls="content1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" checked=""/> <label id="label1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" tabindex="0" role="button" for="control1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f">Additional features</label> <div id="content1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-3af171f3-75a7-4d8c-9054-cfe1ceafc87f"> <li>Up to five pipeline dashboards with the ability to make custom fields</li> <li>Up to 100,000 leads, deals, contacts, or companies in sales intelligence reports</li> <li>Ability to store and video documents, but collaborative editing is not available until the Standard Plan</li> <li>Email integration with Gmail, Outlook, iCloud, Office365, Exchange, Yahoo, and AOL</li> <li>Integration with popular VoIP systems like RingCentral, Vonage, and GoTo Connect</li> <li>Product catalog with up to 3,000 products and the ability to process payments in the CRM</li> </div> <!-- --> <input id="control2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" role="tab" name="accordion-pannel-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" type="radio" aria-controls="content2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f"/> <label id="label2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" tabindex="0" role="button" for="control2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f">Customer Support</label> <div id="content2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-3af171f3-75a7-4d8c-9054-cfe1ceafc87f">Bitrix24 offers excellent customer support for all paid plan subscribers. Support avenues include online training via built-in tooltips throughout the platform, video tutorials, webinars, and live chat. However, phone support is not available.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at Expert Market</p> </section></div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Bitrix24 Basic is our recommendation for small teams needing a comprehensive flat-rate CRM with excellent built-in communication tools. Users can save money on a separate VoIP system with its integrated chat, video calls, and a built-in phone system. While the interface may have a steeper learning curve due to its extensive feature set, it provides exceptional value for teams looking for an all-in-one business management solution. Plus, the generous 15-day free trial gives new users a chance to check things out before making a commitment.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Unlimited built-in phone calls, including video calls</span></li><li><span style="font-weight:400">Competitive pricing for small teams</span></li><li><span style="font-weight:400">Store an unlimited number of deals</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Basic plan only supports up to five users</span></li><li><span style="font-weight:400">Only 24GB of storage for the organization</span></li><li><span style="font-weight:400">Lacks custom fields in tasks and projects</span></li></ul></div></div> <h3 class="wp-block-heading">Best Bitrix24 plan for SMBs: Basic</h3> <p>The Basic plan made our list due to its extensive list of document storage tools, task management, and calling features. While you can’t do screen sharing without upgrading, this is still a solid foundation for growing teams that plan to scale as they grow. Users may also benefit from the HR tools included in this plan, potentially eliminating the need for a separate service in that department.</p> <p>For improved collaboration features, the Standard Plan is still affordable at $124.00 for up to 50 users and the Professional plan supports up to 100 users for $249.00 monthly. However, teams who don’t need e-commerce tools or use another tool for phone and video calls may want to choose a different platform where you can pay per user and have a bit more control over the feature set.</p> <p><strong>Learn more:</strong> read our <a href="https://fortune.com/recommends/crm/bitrix24-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/bitrix24-review/">Bitrix24 review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Bitrix24 plans and pricing</h4></summary><p>Unlike others on our list, Bitrix24 doesn’t charge per user. Instead, businesses pay one flat rate that covers everyone, up to the maximum number of users permitted on that plan level.</p> <div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free Trial or Plan Available?</th><th scope="col">Features</th><th scope="col">Pricing</th></tr></thead><tbody><tr><th scope="row">Basic</th><td class="">Yes; 15-day free trial and free forever plan</td><td class="">24GB<br/>Includes 5 users<br/>1 account administrators<br/>Collaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store</td><td class="last-cell">$61.00 per organization, per month</td></tr><tr><th scope="row">Standard</th><td class="">Yes; 15-day free trial and free forever plan</td><td class="">100GB<br/>Includes 50 users<br/>5 account administrators<br/>Everything in Basic plan plus; segment-based email marketing, online documents, and administration</td><td class="last-cell">$124.00 per organization, per month</td></tr><tr><th scope="row">Professional</th><td class="">Yes; 15-day free trial and free forever plan</td><td class="">1,024GB<br/>Includes 100 users<br/>10 account administrators<br/>Everything in Standard plus sales intelligence, workflow automation, and human resources (HR)</td><td class="last-cell">$249.00 per organization, per month</td></tr><tr><th scope="row">Enterprise</th><td class="">Yes; 15-day free trial and free forever plan</td><td class="">3TB<br/>Includes 250 users<br/>25 account administrators<br/>Everything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest.</td><td class="last-cell">$499.00 per organization, per month</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Basic</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15-day free trial and free forever plan</td></tr><tr><th class="header" scope="row">Features</th><td>24GB<br/>Includes 5 users<br/>1 account administrators<br/>Collaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store</td></tr><tr><th class="header" scope="row">Pricing</th><td>$61.00 per organization, per month</td></tr><tr><th>Standard</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15-day free trial and free forever plan</td></tr><tr><th class="header" scope="row">Features</th><td>100GB<br/>Includes 50 users<br/>5 account administrators<br/>Everything in Basic plan plus; segment-based email marketing, online documents, and administration</td></tr><tr><th class="header" scope="row">Pricing</th><td>$124.00 per organization, per month</td></tr><tr><th>Professional</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15-day free trial and free forever plan</td></tr><tr><th class="header" scope="row">Features</th><td>1,024GB<br/>Includes 100 users<br/>10 account administrators<br/>Everything in Standard plus sales intelligence, workflow automation, and human resources (HR)</td></tr><tr><th class="header" scope="row">Pricing</th><td>$249.00 per organization, per month</td></tr><tr><th>Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free Trial or Plan Available?</th><td>Yes; 15-day free trial and free forever plan</td></tr><tr><th class="header" scope="row">Features</th><td>3TB<br/>Includes 250 users<br/>25 account administrators<br/>Everything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest.</td></tr><tr><th class="header" scope="row">Pricing</th><td>$499.00 per organization, per month</td></tr></tbody></table></div> <p></p></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading">Best automation and reporting: Zendesk Sell</h2> <p>A relative newcomer in the space, Zendesk Sell only launched in 2018. But with the backing of the larger Zendesk brand behind it, and a hefty $10 billion investment in 2022, it has quickly grown to service the needs of more than 100,000 customers in over 150 countries.</p> <div class="product-card-inline-wrapper"> <div class="card-area-1"> <h3 id="zendesk" class="card-title">Zendesk Sell</h3> <section class="card-description"> <table> <tbody> <tr> <td>Base price:</td> <td>$25.00 per user, per month</td> </tr> <tr> <td>Free trial length:</td> <td>14 days</td> </tr> <tr> <td>Free plan available?</td> <td>No</td> </tr> </tbody> </table> </section></div> <div class="card-image card-area-2"><img loading="lazy" width="1024" height="683" decoding="async" data-nimg="1" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 1024 683'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png?w=1440&q=75"/></div> <div class="card-area-3"><a href="https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" target="_blank" class="sc-93594058-0 fowfrQ button-desktop redirect" aria-label="Go to https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746" rel="noopener noreferrer nofollow" aria-disabled="true">View Offer </a> <p class="cta-caption">at Expert Market</p></div> <div class="card-area-4"><section class="card-accordion two-pannels" role="tablist"> <!-- --> <input id="control1-467f1609-ca71-4fa5-8445-37b4e11a3f10" role="tab" name="accordion-pannel-467f1609-ca71-4fa5-8445-37b4e11a3f10" type="radio" aria-controls="content1-467f1609-ca71-4fa5-8445-37b4e11a3f10" checked=""/> <label id="label1-467f1609-ca71-4fa5-8445-37b4e11a3f10" tabindex="0" role="button" for="control1-467f1609-ca71-4fa5-8445-37b4e11a3f10">Additional features</label> <div id="content1-467f1609-ca71-4fa5-8445-37b4e11a3f10" class="card-accordion-panel" role="tabpanel" aria-labelledby="label1-467f1609-ca71-4fa5-8445-37b4e11a3f10"> <li>Up to two customizable sales pipelines</li> <li>Prebuilt sales dashboards are available on the Team Plan and advanced reporting is included on the Growth Plan and up</li> <li>Up to 2GB of document storage for each user</li> <li>Open API for developers on all plans with public apps and integrations</li> <li>Email and calendar integrations with common providers</li> <li>Integrated calling with Sell Voice</li> </div> <!-- --> <input id="control2-467f1609-ca71-4fa5-8445-37b4e11a3f10" role="tab" name="accordion-pannel-467f1609-ca71-4fa5-8445-37b4e11a3f10" type="radio" aria-controls="content2-467f1609-ca71-4fa5-8445-37b4e11a3f10"/> <label id="label2-467f1609-ca71-4fa5-8445-37b4e11a3f10" tabindex="0" role="button" for="control2-467f1609-ca71-4fa5-8445-37b4e11a3f10">Customer Support</label> <div id="content2-467f1609-ca71-4fa5-8445-37b4e11a3f10" class="card-accordion-panel" role="tabpanel" aria-labelledby="label2-467f1609-ca71-4fa5-8445-37b4e11a3f10">Zendesk Sell offers support for subscribers via a Help Center with onboarding guides, frequently asked questions (FAQs), videos, and a user community. They also have chatbots that can answer questions within the platform which can connect users to a live agent if needed.</div> <a href="" target="_blank" class="sc-93594058-0 fowfrQ button-mobile " aria-label="Go to undefined" rel="noopener noreferrer nofollow" https:="" appwiki.nl="" link="" brand="">View Offer </a> <p class="cta-caption">at Expert Market</p> </section></div> </div> <h3 class="wp-block-heading">Why we picked it:</h3> <p>Zendesk Sell is a streamlined CRM platform designed to boost sales productivity and revenue through its robust reporting tools. Lovers of emergent tech tools will appreciate its AI-powered forecasting, and companies that want to streamline processes will appreciate the built-in calling system that negates the need for a separate VoIP service. </p> <p>As one would expect by the name, the CRM platform seamlessly integrates with Zendesk’s customer service software, providing a unified view of customer interactions. While it may have limited customization options compared to some competitors, its user-friendly interface and strong mobile experience make it an excellent fit for many sales teams. And if the software doesn’t offer a native solution for your team’s needs, chances are there’s a compatible third-party integration that can get the job done.</p> <p><style>N/A</style></p><div class="pros_cons"><div><h3>Pros</h3><ul><li><span style="font-weight:400">Up to two customizable sales pipelines</span></li><li><span style="font-weight:400">Automated sales triggers and task plus appointment setting</span></li><li><span style="font-weight:400">Email tracking</span></li></ul></div><div><h3>Cons</h3><ul><li><span style="font-weight:400">Lead and deal scoring not available until the plan</span></li><li><span style="font-weight:400">Product catalog not available until the Sell Growth plan</span></li><li><span style="font-weight:400">Lacks sales forecasting and advanced activity reports until the Sell Growth plan</span></li></ul></div></div> <p></p> <h3 class="wp-block-heading">Best Zendesk Sell plan for SMBs: Team</h3> <p>Zendesk Sell’s Team plan is a good option for teams that need only one or two sales pipelines but want the ability to customize them with specific fields, filters, and tags. The CRM tool also offers basic automation and activity tracking on the Team plan. Companies that need more than two pipelines, advanced reporting and automations, and product catalogs will need to upgrade to the Sell Growth plan for $69.00 monthly per agent, which may be restrictive for some teams.</p> <p><strong>Learn more: </strong>read our <a href="https://fortune.com/recommends/crm/zendesk-sell-review/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/zendesk-sell-review/">Zendesk Sell review</a>.</p> <details class="wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow"><summary><h4>See Zendesk Sell plans and Pricing</h4></summary><div class="sc-7f95e2e5-0 gjfgNu"><table class="sc-7f95e2e5-1 sc-7f95e2e5-2 ffjStY jyzPUY"><thead><tr><th scope="col">Plans</th><th scope="col">Free trial</th><th scope="col">Features</th><th scope="col">Pricing</th></tr></thead><tbody><tr><th scope="row">Sell Team</th><td class="">Yes, 14 days</td><td class="">Two customizable sales pipelines<br/>Task and appointment setting<br/>Email and calendar integrations<br/>Email tracking, call tracking, call recording, and text messaging<br/>Team document repository <br/>Prebuilt sales dashboards<br/>Smart lists and templates<br/>Data import and export <br/>Robust application programming interfaces (APIs)<br/>Single sign-on (SSO)</td><td class="last-cell">$25.00 per user, per month</td></tr><tr><th scope="row">Sell Growth</th><td class="">Yes, 14 days</td><td class="">All Sell Team offerings and: <br/>Advanced and custom sales reports<br/>Sales forecasting and goals tracking<br/>Prospecting and enrichment credits<br/>Email sequences <br/>Unlimited email templates and personalization tags <br/>Business phone number<br/>Advanced activity reports<br/>Goals tracking<br/>Sequence reporting<br/>Product and price book</td><td class="last-cell">$69.00 per user, per month</td></tr><tr><th scope="row">Sell Professional</th><td class="">Yes, 14 days</td><td class="">All Sell Growth offerings and: <br/>Lead and deal scoring<br/>Task automation<br/>Advanced roles and permissions<br/>Company hierarchy tree<br/>Customized notifications <br/>Automated power dialer<br/>Call scripts<br/>Link sharing</td><td class="last-cell">$149.00 per user, per month</td></tr><tr><th scope="row">Sell Enterprise</th><td class="">Yes, 14 days</td><td class="">All Sell Professional offerings and: <br/>Unlimited sequences<br/>Unlimited sales pipeline<br/>Direct dial phone number<br/>Company technology stack</td><td class="last-cell">$219 per user, per month</td></tr></tbody></table><table class="sc-7f95e2e5-1 sc-7f95e2e5-3 ffjStY cbifJo"><tbody><tr><th>Sell Team</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>Two customizable sales pipelines<br/>Task and appointment setting<br/>Email and calendar integrations<br/>Email tracking, call tracking, call recording, and text messaging<br/>Team document repository <br/>Prebuilt sales dashboards<br/>Smart lists and templates<br/>Data import and export <br/>Robust application programming interfaces (APIs)<br/>Single sign-on (SSO)</td></tr><tr><th class="header" scope="row">Pricing</th><td>$25.00 per user, per month</td></tr><tr><th>Sell Growth</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All Sell Team offerings and: <br/>Advanced and custom sales reports<br/>Sales forecasting and goals tracking<br/>Prospecting and enrichment credits<br/>Email sequences <br/>Unlimited email templates and personalization tags <br/>Business phone number<br/>Advanced activity reports<br/>Goals tracking<br/>Sequence reporting<br/>Product and price book</td></tr><tr><th class="header" scope="row">Pricing</th><td>$69.00 per user, per month</td></tr><tr><th>Sell Professional</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All Sell Growth offerings and: <br/>Lead and deal scoring<br/>Task automation<br/>Advanced roles and permissions<br/>Company hierarchy tree<br/>Customized notifications <br/>Automated power dialer<br/>Call scripts<br/>Link sharing</td></tr><tr><th class="header" scope="row">Pricing</th><td>$149.00 per user, per month</td></tr><tr><th>Sell Enterprise</th><th class="last-cell"></th></tr><tr><th class="header" scope="row">Free trial</th><td>Yes, 14 days</td></tr><tr><th class="header" scope="row">Features</th><td>All Sell Professional offerings and: <br/>Unlimited sequences<br/>Unlimited sales pipeline<br/>Direct dial phone number<br/>Company technology stack</td></tr><tr><th class="header" scope="row">Pricing</th><td>$219 per user, per month</td></tr></tbody></table></div></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <h2 class="wp-block-heading" id="definition"><strong>What is CRM software?</strong></h2> <p>CRM software is a tool companies use to track a customer’s journey from awareness to a closed deal. CRM solutions not only track and manage leads through each stage of the <a href="https://fortune.com/recommends/crm/what-is-a-sales-pipeline" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-a-sales-pipeline">sales pipeline</a>, but they also typically include marketing, accounting, and customer service features that streamline every part of earning a new customer’s business. </p> <p>Effective CRM platforms help team members organize outreach and track communication history to ensure no deal falls through the cracks. Plus, many CRM software providers offer customer support to help teams get the most out of adopting the product. </p> <h2 class="wp-block-heading" id="benefits"><strong>What are the benefits of CRM software?</strong></h2> <p>Sales organizations that adopt CRM software enjoy a plethora of benefits that help them earn, retain, and satisfy customers. Some of the top <a href="https://fortune.com/recommends/crm/benefits-of-crm" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/benefits-of-crm">benefits of CRM</a> include: </p> <ul><li><strong>Central data hub: </strong>Storing customer and prospect data in one place helps teams stay organized and fosters inter-departmental collaboration to improve the <a href="https://fortune.com/recommends/crm/what-is-customer-experience" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-customer-experience">customer experience</a>.</li> <li><strong>Data for actionable insights: </strong>Most CRMs offer a variety of sales and marketing reports such as <a href="https://fortune.com/recommends/crm/what-is-churn-rate" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-churn-rate">churn rate</a> and <a href="https://fortune.com/recommends/crm/what-is-customer-lifetime-value" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/what-is-customer-lifetime-value">customer lifetime value (CLV)</a> that help teams discover buying matters, what increases retention, and where deals get stuck.</li> <li><strong>Improved customer service:</strong> Many CRM solutions include streamlined customer service features that allow them to get answers to their questions from support agents quickly. </li> <li><strong>Mobile access: </strong>Nearly every CRM tool has free iOS and Android apps so professionals can view and update deals and contacts on the go</li> <li><strong>Built-in marketing tools: </strong>Many CRM platforms have plans that include marketing features like email and social media tools, A/B testing, and social listening</li> <li><strong>Automation features: </strong>The best CRM software tools include tools that put parts of your sales process on autopilot, such as email sequences, sales triggers, and automated tasks and reminders.</li></ul> <div class="wp-block-group pro-tip-box-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"><h3 class="wp-block-heading pro-tip-box-heading">Expert insight:</h3> <p>“An important advantage is personalization and maintaining relationships along the buyer journey with lead nurturing programs, emailing, and advertising based on the stage of the buyer persona. Not all the leads are ready to hire us when they first contact us, so a CRM helps us to maintain touchpoints and nurture them along the buyer journey.”<br/><br/><em>—Kamel Ben Yacoub, CEO at Getuplead</em></p></div></div> <h2 class="wp-block-heading" id="who-should-use"><strong>Who should use a CRM?</strong></h2> <p>CRMs are built for nearly any professional who interacts with potential clients as a key function of achieving their business goals. Typical examples of professionals who benefit from using a CRM include sales and marketing teams, customer support teams, and companies with a robust customer base that need to organize their prospects. </p> <p>However, it’s not just larger organizations that should consider adopting CRM software. Even solopreneurs and small businesses can reap the benefits of implementing a CRM to track prospect and customer interactions. It’s a great best practice to use a CRM when you start a business and prospect your first clients and scale your CRM as you grow. Many CRMs offer a wide range of plans (some are even free) that allow you to scale with your budget. </p> <p>These are a few industries that commonly utilize CRM software:</p> <div class="wp-block-group simple-table-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"><figure class="wp-block-table"><table><tbody><tr><td><strong>Department</strong></td><td><strong>CRM benefits</strong></td></tr><tr><td><a href="https://fortune.com/recommends/crm/best-sales-crm/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/best-sales-crm/">CRM for sales</a></td><td>Using a CRM for sales makes managing leads efficient as well as helps track customer communications throughout the buying process until a deal is won or lost. </td></tr><tr><td><a href="https://fortune.com/recommends/crm/best-marketing-crm/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/best-marketing-crm/">CRM for marketing</a></td><td>Most CRMs offer customer segmentation tools that allow marketers to create marketing campaigns targeted to specific customer personas and audiences. </td></tr><tr><td>CRM for customer service</td><td>CRM platforms empower customer support teams with a centralized hub for tracking support tickets, which results in a quicker resolution time and more satisfied, loyal clients. </td></tr><tr><td>CRM for client onboarding</td><td>Many CRMs can create an onboarding process similar to a sales process for newly earned clients. This is especially helpful for organizations selling a service rather than a product with tracking for key expectations for service delivery.</td></tr><tr><td>CRM for managers</td><td>Most CRMs include reporting and analytics features that give managers meaningful insights into how long it takes deals to close, common objections, which marketing campaigns perform the best as well as how well team members are performing. </td></tr></tbody></table></figure></div></div> <h2 class="wp-block-heading">Which businesses should not get a CRM?</h2> <p>While CRMs have nearly endless benefits for companies of all sizes, they aren’t for everyone. For example, if you have very few customers to manage, you can likely get by using a spreadsheet to manage your client relationships. Furthermore, while free CRMs exist, they are limited in their capabilities, so you should not expect a free CRM tool to meet all your business needs if you aren’t willing to create a budget for one long-term. </p> <p>Before you decide to invest in a CRM tool, keep in mind that they cannot: </p> <ul><li><strong>Guarantee more sales are won: </strong>CRM platforms streamline and make the sales journey more effective for teams, but they can’t complete the outreach for you or close deals automatically. </li> <li><strong>Replace staff: </strong>Just as a CRM can’t guarantee you close a sale, it can’t mimic human behavior and provide the human touch that a salesperson or customer service agent can. CRMs are meant to help your team become more efficient, identify customer behaviors and buying patterns, and automate some manual processes―but not replace them. </li> <li><strong>Create a sales process and update data automatically: </strong>Many CRM systems offer AI features that automate some parts of the sales process, you still need to set up your sales process in the first place and make tweaks as you go. An excellent CRM provider will offer onboarding services to help you get started and provide ample support along the way. </li></ul> <h2 class="wp-block-heading" id="cost"><strong>How much do CRMs cost?</strong> </h2> <p>CRMs have a variety of pricing models ranging from free plans to hundreds of dollars per month. The typical models for CRM pricing include: </p> <ul><li><strong>Free plans: </strong>Some CRMs offer free plans for a small number of users or a limited number of features. These are popular with new or small businesses trying out a CRM for the first time that can scale to paid plans as they grow. </li> <li><strong>Per-user pricing:</strong> Often known as the number of “seats,” this pricing model charges a flat rate for each CRM user. </li> <li><strong>Flat pricing: </strong>This model involves a flat monthly (or yearly) rate for an unlimited number of users.</li> <li><strong>Feature-based</strong> <strong>or tiered pricing: </strong>This pricing model offers customized pricing based on the features you need in your plan. For example, some CRMs offer sales, sales, and marketing plans, or all-in-one plans that include, sales, marketing, and customer support features. </li></ul> <div class="wp-block-group pro-tip-box-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"><h3 class="wp-block-heading pro-tip-box-heading">Pro tip:</h3> <p>“Many CRM providers offer both monthly and yearly pricing. Yearly pricing is typically offered at an overall lower rate, but you must pay upfront for the whole year upon purchase. Keep an eye out for these deals and you may save money in the long run.”<br/><br/>—<em><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/author/cassie-bottorff/">Cassie Bottorff</a>, Editor at Fortune Recommends </em></p></div></div> <h2 class="wp-block-heading"><strong>How to choose the best CRM software</strong></h2> <p>With no shortage of CRM providers on the market, choosing one to fit your business needs can feel overwhelming. Here are some of the key factors to consider: </p> <ul><li><strong>Set your budget:</strong> Decide how much the business can pay for a CRM solution. CRM pricing plans typically come in per-user monthly pricing with reduced rates for an annual commitment. Many offer free trials and free forever plans with limited features. </li> <li><strong>Consider available integrations: </strong>Companies that use a variety of other business software for project management, marketing, or accounting should see if the CRM they’re considering offers integrations with those tools―and assess if they are included at no cost. Sometimes, teams can discontinue using software if the CRM includes a built-in tool, saving money. </li> <li><strong>Survey the team: </strong>Leaders should ask team members from each department what their needs are from a CRM tool and make a list to use when comparing features from various providers. Having input from the team also fosters CRM adoption across the organization. </li> <li><strong>Assess onboarding and support needs: </strong>Every CRM provider offers some level of support to onboard and train users but you need to decide on the level of support the team needs. For example, if a company is looking for a dedicated onboarding specialist to train the team, ensure that it’s included in the CRM plan. </li></ul> <h2 class="wp-block-heading" id="alternatives">Alternatives to CRM software</h2> <p>While most sales organizations benefit from implementing CRM software, smaller teams or solopreneurs might not have the budget or need for a full CRM platform. Some of the top CRM alternatives include: </p> <ul><li><strong>Google Sheets: </strong>Smaller companies with a small client base and only one or two team members may choose to track their sales pipeline with a Google Sheet, using one sheet for each month. </li> <li><strong>Project management programs:</strong> When a robust CRM tool without all the integrations and tasks isn’t desired, project management programs like Trello, Asana, or Airtable are suitable simplified CRM alternatives. </li> <li><strong>Note-taking software: </strong>Many free and paid note-taking apps on the market can store customer data and encourage collaboration without adopting a full-fledged CRM. Popular options include Notion, Evernote, Google Keep, and Microsoft OneNote.</li></ul> <h2 class="wp-block-heading"><strong>The takeaway</strong> </h2> <p>CRMs are valuable business software tools that help teams build and grow a solid book of business while increasing their bottom line and fostering strong client relationships. Before choosing a CRM, decide if you need one, which features are most important for your company, and conduct ample research on the many options available. Finally, choose a CRM that is easy to use and offers onboarding and customer support resources.</p> <h2 class="wp-block-heading" id="methodology"><strong>Our methodology</strong> </h2> <p>The Fortune Recommends team compared a list of more than 20 of the best CRM providers available in the U.S. We selected our top picks using specific categories based on the percentages listed below: </p> <figure class="wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper"><div class="wp-block-embed__wrapper"><iframe class="" aria-label="pies-title" id="datawrapper-chart-0f09V" frameBorder="0" height="465" loading="lazy" scrolling="no" src="https://datawrapper.dwcdn.net/0f09V/1/" style="border:none" title="Best CRM services: Our methodology" width="100%"></iframe></div></figure> <ul><li><strong>Annual cost (30%): </strong>Our scoring took into account both monthly and annual pricing as well as the number of team members that can use the plan level.</li> <li><strong>General features (20%): </strong>We considered features that any CRM worth its salt should include, such as reporting tools, document management, and third-party integrations.</li> <li><strong>Pipeline management (10%): </strong>A crucial part of closing any deal, your chosen CRM should support managing customers in the sales pipeline and call attention to points in the journey where you should reach out to them.</li> <li><strong>Dashboard customization (10%): </strong>Every team works a bit differently, and a solid CRM should enable you to adjust the platform to work well for your team by offering customization options that keep work flowing smoothly.</li> <li><strong>Additional features (10%): </strong>This category encompasses less common features such as task delegation and automation, which are nice to have but are not necessarily essential for everyday processes.</li> <li><strong>Customer support (10%): </strong>We took a look at how many ways users can contact customer support, what types of self-service options are available, and what hours you can reach a human in case of an emergency.</li> <li><strong>Free trial length (5%): </strong>Extra points were awarded for longer free trials that allow you to get a strong sense of whether the system will work for your needs.</li> <li><strong>Free plan availability (5%): </strong>Bonus points were awarded to companies that offer free plans with limited functionality but no expiration date.</li></ul> <p>Learn more about <a href="https://fortune.com/fortune-recommends-business-solutions-methodology/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/fortune-recommends-business-solutions-methodology/">how we rank our business solutions</a>.</p> <h2 class="wp-block-heading" id="faqs">Frequently asked questions</h2> <details class="wp-block-details is-layout-flow wp-block-details-is-layout-flow"><summary><h3>Are free CRMs safe to use?</h3></summary><p>Many well-known CRM providers offer a free version of their software that is slim on features, but still offers strong security. You may not have access to the same level of support or permission control as you would on a paid plan, but your information should be safe. Always confirm that the company you’re considering using maintains a level of encryption that meets your needs; for example, if you require HIPAA compliance, a free platform may not suffice.</p></details> <details class="wp-block-details is-layout-flow wp-block-details-is-layout-flow"><summary><h3>What's the easiest CRM to implement and use? </h3></summary><p>Many CRMs offer basic plans designed for ease of use. Beginners often start with these simple, no-cost options, like HubSpot CRM’s free plan, to get acquainted with CRM fundamentals and identify the features they’ll need as their business expands.</p></details> <details class="wp-block-details is-layout-flow wp-block-details-is-layout-flow"><summary><h3>Which CRM is best for small businesses?</h3></summary><p>According to our expert review, Zoho CRM’s Standard Plan stands out as the top choice for small businesses. It excels in functionality, user experience, pricing, and customer support. Its customizable integrations and ease of use make it our top recommendation among CRM solutions.</p></details> <details class="wp-block-details is-layout-flow wp-block-details-is-layout-flow"><summary><h3>What are the common challenges to adopting a CRM?</h3></summary><p>Common drawbacks or challenges of choosing and implementing a CRM include staff buy-in and cost. While free CRMs are available, they have feature limitations. Plus, you must get your team to buy into implementing a CRM system for it to be effective.</p></details> <hr class="sc-fa0656e5-0 gIAhfJ"/> <figure class="wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper"><div class="wp-block-embed__wrapper"><iframe class="" aria-label="Table" id="datawrapper-chart-ZxU0q" frameBorder="0" height="865" loading="lazy" scrolling="no" src="https://datawrapper.dwcdn.net/ZxU0q/4/" style="border:none" title="Best CRM services of November 2024*" width="100%"></iframe></div></figure> <div class="wp-block-group pro-tip-box-widget"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"> <h3 class="wp-block-heading pro-tip-box-heading">Read more small business guides</h3> <ul> <li style="list-style-type:none"> <ul> <li>Not sure which provider fits the bill? We’ve rounded up the overall <a href="https://fortune.com/recommends/crm/best-crm-for-smb/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/best-crm-for-smb/">best CRM software</a>for small businesses.</li> <li>Looking for a less expensive option? There are plenty of <a href="https://fortune.com/recommends/crm/best-cheap-crm/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/best-cheap-crm/">cheap CRM</a> platforms that offer decent bang for your buck.</li> <li>If you’re not ready to commit to a paid plan yet, many companies offer a <a href="https://fortune.com/recommends/crm/best-free-crm/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/crm/best-free-crm/">free CRM</a> plan with limited features.</li> <li>A CRM system is a great first step for building relationships with customers, but you also need to be able to call them—and they need to reach you! Check out the <a href="https://fortune.com/recommends/voip/cheap-voip-services/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/voip/cheap-voip-services/">best cheap VoIP services</a>that make communication a breeze.</li> <li>Make sure your business website can handle all the information you need to present to your audience. Check out our list of the <a href="https://fortune.com/recommends/web-hosting/best-web-hosting-services/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to https://fortune.com/recommends/web-hosting/best-web-hosting-services/">best web hosting providers</a>.</li> </ul> </li> </ul> </div></div></div><div class="sc-30bdb254-0 kxagCu evergreen" data-cy="subscriptionPlea">Follow Fortune Recommends on <a href="https://www.linkedin.com/showcase/fortunerecommends/" target="_blank" class="sc-93594058-0 fowfrQ " aria-label="Go to https://www.linkedin.com/showcase/fortunerecommends/" rel="noopener">LinkedIn,</a> <a href="https://twitter.com/fortunerecs" target="_blank" class="sc-93594058-0 fowfrQ " aria-label="Go to https://twitter.com/fortunerecs" rel="noopener">X</a>, and <a href="https://www.tiktok.com/@fortunerecs" target="_blank" class="sc-93594058-0 fowfrQ " aria-label="Go to https://www.tiktok.com/@fortunerecs" rel="noopener">TikTok</a>.</div></div></div></div><div class="sc-82385409-3 dKaNXQ bottom-section"><div data-cy="authors-bio-cards" class="sc-82385409-6 kSOnKx"><h4 class="sc-3358ecfd-0 fwBYux">About the contributors</h4><div class="sc-3be47025-11 fcFEKV author-bio"><div class="sc-3be47025-7 fVPgCt"><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 fowfrQ "><img alt="" loading="lazy" width="0" height="0" decoding="async" data-nimg="1" class="sc-3be47025-0 hgyqdh" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' %3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='xMidYMid slice' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=1440&q=75"/></a><div class="sc-3be47025-8 gXfXEH"><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 fowfrQ "><span class="sc-3be47025-1 juJQCL">Jess Pingrey</span></a><span class="sc-3be47025-2 eSlZzo">Small Business Expert</span></div></div><span class="sc-3be47025-5 fQLsjx"><p><span style="font-weight:400">Jess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. </span></p></span><div class="sc-3be47025-10 bmAuQp"><ul class="sc-f8fcf8ba-2 fgxESO"><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://www.linkedin.com/in/jess-pingrey-0a911843/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our linkedin profile"><svg width="24" height="24" aria-hidden="true" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.51562 0H20.4844C22.4227 0 24 1.57727 24 3.51562V20.4844C24 22.4227 22.4227 24 20.4844 24H3.51562C1.57727 24 0 22.4227 0 20.4844V3.51562C0 1.57727 1.57727 0 3.51562 0ZM5.67188 19.0312H8.48438V9.1875H5.67188V19.0312ZM8.48438 7.78125H5.67188V4.96875H8.48438V7.78125ZM15.5156 19.0312H18.3281V12.9229C18.3281 10.9006 16.7199 9.18951 14.8125 9.1875C14.1595 9.1875 13.7281 9.34814 13.2557 9.52402C13.0815 9.5889 12.9017 9.65586 12.7031 9.71759V9.1875H9.89062V19.0312H12.7031V13.4062C12.7031 12.631 13.3341 12 14.1094 12C14.8846 12 15.5156 12.631 15.5156 13.4062V19.0312Z"></path></svg></a></li><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://twitter.com/pingitup" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our twitter profile"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="22" aria-hidden="true" viewBox="0 0 24 22" class="social-icon"><path d="M18.901 0.15332H22.581L14.541 9.34332L24 21.8463H16.594L10.794 14.2623L4.156 21.8463H0.474L9.074 12.0163L0 0.15432H7.594L12.837 7.08632L18.901 0.15332ZM17.61 19.6443H19.649L6.486 2.24032H4.298L17.61 19.6443Z"></path></svg></a></li></ul><a href="https://fortune.com/author/jess-pingrey/" target="_self" class="sc-93594058-0 dukcnE sc-3be47025-6 iBZmKE styled-custom-link ">SEE FULL BIO</a></div></div><div class="sc-3be47025-11 fcFEKV author-bio"><div class="sc-3be47025-7 fVPgCt"><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ "><img alt="" loading="lazy" width="0" height="0" decoding="async" data-nimg="1" class="sc-3be47025-0 hgyqdh" style="color:transparent;height:auto;object-fit:cover;width:100%;background-size:cover;background-position:50% 50%;background-repeat:no-repeat;background-image:url("data:image/svg+xml;charset=utf-8,%3Csvg xmlns='http://www.w3.org/2000/svg' %3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='xMidYMid slice' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=384&q=75 384w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=480&q=75 480w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=576&q=75 576w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=768&q=75 768w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1024&q=75 1024w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1280&q=75 1280w, https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1440&q=75 1440w" src="https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=1440&q=75"/></a><div class="sc-3be47025-8 gXfXEH"><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ "><span class="sc-3be47025-1 juJQCL">Cassie Bottorff</span></a><span class="sc-3be47025-2 eSlZzo">Editor, Business & Banking</span></div></div><span class="sc-3be47025-5 fQLsjx"><p><span style="font-weight:400">Cassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business. </span></p></span><div class="sc-3be47025-10 bmAuQp"><ul class="sc-f8fcf8ba-2 fgxESO"><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://www.linkedin.com/in/cassie-bottorff/" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our linkedin profile"><svg width="24" height="24" aria-hidden="true" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.51562 0H20.4844C22.4227 0 24 1.57727 24 3.51562V20.4844C24 22.4227 22.4227 24 20.4844 24H3.51562C1.57727 24 0 22.4227 0 20.4844V3.51562C0 1.57727 1.57727 0 3.51562 0ZM5.67188 19.0312H8.48438V9.1875H5.67188V19.0312ZM8.48438 7.78125H5.67188V4.96875H8.48438V7.78125ZM15.5156 19.0312H18.3281V12.9229C18.3281 10.9006 16.7199 9.18951 14.8125 9.1875C14.1595 9.1875 13.7281 9.34814 13.2557 9.52402C13.0815 9.5889 12.9017 9.65586 12.7031 9.71759V9.1875H9.89062V19.0312H12.7031V13.4062C12.7031 12.631 13.3341 12 14.1094 12C14.8846 12 15.5156 12.631 15.5156 13.4062V19.0312Z"></path></svg></a></li><li class="sc-f8fcf8ba-3 giFAMX"><a href="https://x.com/cassandra_glenn" target="_self" class="sc-93594058-0 fowfrQ " aria-label="Go to our twitter profile"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="22" aria-hidden="true" viewBox="0 0 24 22" class="social-icon"><path d="M18.901 0.15332H22.581L14.541 9.34332L24 21.8463H16.594L10.794 14.2623L4.156 21.8463H0.474L9.074 12.0163L0 0.15432H7.594L12.837 7.08632L18.901 0.15332ZM17.61 19.6443H19.649L6.486 2.24032H4.298L17.61 19.6443Z"></path></svg></a></li></ul><a href="https://fortune.com/author/cassie-bottorff/" target="_self" class="sc-93594058-0 dukcnE sc-3be47025-6 iBZmKE styled-custom-link ">SEE FULL BIO</a></div></div></div><p class="disclosure" data-cy="editorial-disclosure">EDITORIAL DISCLOSURE<em>: The advice, opinions, or rankings contained in this article are solely those of the Fortune Recommends</em>™<em> <!-- -->editorial team. 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xmlns='http://www.w3.org/2000/svg' viewBox='0 0 300 300'%3E%3Cfilter id='b' color-interpolation-filters='sRGB'%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3CfeColorMatrix values='1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 100 -1' result='s'/%3E%3CfeFlood x='0' y='0' width='100%25' height='100%25'/%3E%3CfeComposite operator='out' in='s'/%3E%3CfeComposite in2='SourceGraphic'/%3E%3CfeGaussianBlur stdDeviation='20'/%3E%3C/filter%3E%3Cimage width='100%25' height='100%25' x='0' y='0' preserveAspectRatio='none' style='filter: url(%23b);' href='data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mO8fv1mPQAIHAMIsIR6agAAAABJRU5ErkJggg=='/%3E%3C/svg%3E")" sizes="100vw" srcSet="https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg?w=320&q=75 320w, https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg?w=384&q=75 384w, 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Inclusion","url":"https://fortune.com/workplace/diversity-inclusion"},{"__typename":"MenuItem","label":"Terms and Conditions","url":"/terms-of-use/"},{"__typename":"MenuItem","label":"Site Map","url":"/sitemap/"}],"name":"Footer About 1"}],"socialList":[{"type":"facebook","url":"https://www.facebook.com/FortuneMagazine/"},{"type":"twitter","url":"https://twitter.com/FortuneMagazine/"},{"type":"linkedin","url":"https://www.linkedin.com/company/fortune-magazine/"},{"type":"instagram","url":"https://www.instagram.com/fortunemag/"},{"type":"pinterest","url":"https://www.pinterest.com/fortunemagazine/"}]},"article":{"adTags":[{"adtagname":"Low Intent","description":null,"slug":"low-intent"}],"audienceDek":"Explore the best CRM solutions that help small businesses collaborate and drive revenue.","authorNames":["Jess Pingrey"],"authors":[{"email":"","image":"https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=150","name":"Jess Pingrey","sameAs":"","type":"Person","uri":"/author/jess-pingrey/","url":"https://fortune.com/author/jess-pingrey/","role":"Small Business Expert","funFactHeader":"","funFactValue":"","social":{"instaUrl":"","linkedinUrl":"https://www.linkedin.com/in/jess-pingrey-0a911843/","twitterUrl":"https://twitter.com/pingitup","__typename":"AuthorSocialUrlsFields"},"shortIntro":"\u003cp\u003e\u003cspan style=\"font-weight: 400\"\u003eJess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. \u003c/span\u003e\u003c/p\u003e\n","__typename":"Co-authors"}],"breadcrumbs":{"items":[{"label":"BUSINESS SOLUTIONS","link":"https://fortune.com/recommends/business/"},{"label":"CRM","link":"/recommends/crm/"},{"label":"10 BEST CRMS OF NOVEMBER 2024","link":""}]},"bypassPaywall":{"postBypassLinkEnabled":"","postBypassLinkUnique":""},"canonicalUrl":null,"channel":"CRM","content":"\u003cp\u003eCustomer relationship management (CRM) helps businesses streamline communications with customers and sales leads, store contact information, and collaborate with team members on prospects and clients. Our analysis of the best CRM systems that offer built-in features or integrations that allow companies to streamline sales, accounting, customer service, and marketing activities can help you find the right fit for your needs.\u0026nbsp;\u003c/p\u003e\u003cdiv class=\"paywall-selector\"\u003e\u003c/div\u003e\u003cdiv class=\"paywall\"\u003e\n\n\n\n\u003cdetails class=\"wp-block-details why-trust-us-widget is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhy trust Fortune Recommends\u003c/summary\u003e\n\u003cp\u003eOur editors are committed to bringing you unbiased ratings and information. Our editorial content is not influenced by advertisers. We use data-driven methodologies to evaluate financial products and companies, so all are measured equally. Read more about our \u003ca href=\"https://fortune.com/fortune-recommends-editorial-guidelines/\"\u003eeditorial guidelines\u003c/a\u003e and the \u003ca href=\"https://fortune.com/fortune-recommends-business-solutions-methodology/\"\u003ebusiness solutions methodology\u003c/a\u003e for the ratings below.\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003eMore than 20 providers compared\u003c/li\u003e\n\n\n\n\u003cli\u003eOver 600 data points collected\u003c/li\u003e\n\n\n\n\u003cli\u003e30+ years of combined experience in the CRM space\u003c/li\u003e\n\n\n\n\u003cli\u003e5 layers of fact-checking\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/details\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eThe 10 best CRM software of November 2024\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003eCRM provider\u003c/th\u003e\u003cth\u003eKey features\u003c/th\u003e\u003cth\u003eBase price\u003c/th\u003e\u003cth\u003eLearn more\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003e\u003cmark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-green-cyan-color\"\u003eFeatured partner\u003c/mark\u003e\u003cbr\u003e\u003cstrong\u003eBest for unlimited pipelines:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#monday\"\u003emonday.com\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustom dashboards with unlimited pipelines\u003c/td\u003e\u003ctd\u003e$15.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat monday.com\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cmark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-green-cyan-color\"\u003eFeatured partner\u003c/mark\u003e\u003cbr\u003e\u003cstrong\u003eMost user-friendly:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#zoho\"\u003eZoho CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustomizable integrations and clean interface\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Zoho CRM\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for scalability:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#hubspot\"\u003eHubSpot\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMany plan levels and endless integrations\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026amp;pub_param_1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat HubSpot\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eSimplest setup:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#apptivo\"\u003eApptivo\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eSales tools and robust integrations\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for small teams:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#freshsales\"\u003eFreshsales\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eLow-cost and easy to learn\u003c/td\u003e\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Freshsales\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for sales, marketing, and service:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#agile\"\u003eAgile CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eVersatile tools for multiple use cases\u003c/td\u003e\u003ctd\u003e$14.99 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for heavy inbox users:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#nimble\"\u003eNimble CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eOne plan, powerful email capture tools\u003c/td\u003e\u003ctd\u003e$29.90 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for email and social tools:\u003c/strong\u003e\u003cbr\u003e\u003ca href=\"#constantcontact\"\u003eConstantContact\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMarketing functions for mass emails with customized templates\u003c/td\u003e\u003ctd\u003eStarting at $12.00 per month, based on the number of contacts who are sent emails\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for built-in calling:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#bitrix24\"\u003eBitrix 24\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eIntegrated VoIP, task management, and web builder\u003c/td\u003e\u003ctd\u003e$61.00 monthly for up to five users\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Bitrix 24\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest automation and reporting:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#zendesk\"\u003eZendesk Sell\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustom call lists and bulk emails\u003c/td\u003e\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Zendesk\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003cfigcaption class=\"wp-element-caption\"\u003eThe 10 best CRM software platforms\u003c/figcaption\u003e\u003c/figure\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for unlimited pipelines: monday.com\u003c/h2\u003e\n\n\n\n\u003cp\u003ePerhaps best known for its task management platform, monday.com has also developed a powerhouse CRM and a product development manager. The CRM was released in summer 2022 and in just two years has helped the company garner more than 225,000 users.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-banner\"\u003eFEATURED PARTNER\u003c/div\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"monday\" class=\"card-title\"\u003emonday.com\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$15.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to two users\u003c/td\u003e\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat monday.com\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content0-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003eCustomizable pipelines and dashboards are available on every paid plan (limited to one dashboard on the Basic Plan)\u003c/li\u003e\r\n\u003cli\u003eSales reports are not available until subscribing to the Pro Plan or above\u003c/li\u003e\r\n\u003cli\u003eCollaborate on shared Docs on all paid plans, but a document library is only available on the Enterprise Plan\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers\u003c/li\u003e\r\n\u003cli\u003eEmail integration is not available until the Standard Plan or above\u003c/li\u003e\r\n\u003cli\u003eCalling integration is not available until subscribing to the Standard Plan or above\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003emonday.com Basic Sales CRM Plan offers 24/7 customer support via live chat and email. Users can also request a phone call via the monday.com help center page. The provider also offers daily live webinars and a self-serve knowledge base. Enterprise Plan subscribers have access to a dedicated customer success manager.\u003c/div\u003e\r\n\u003ca class=\"button-mobile\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat monday.com\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eMonday.com is our pick for companies seeking a user-friendly CRM with unlimited customizable pipelines. It stands out for its visually appealing and intuitive interface, allowing easy workflow and pipeline customization. The software excels at project management, task tracking, and team collaboration, allowing businesses to create tailored workflows that match their unique processes. The ability to create unlimited boards and pipelines makes it an excellent choice for businesses with complex sales processes.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUnlimited customizable pipelines, boards, and documents\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eWeb forms for capturing leads\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCustomizable notifications\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks lead and deal management features\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to 5GB storage per user\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo two-way email integration with Gmail or Outlook on the Basic CRM Plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest monday.com plan for SMBs: Basic\u003c/h3\u003e\n\n\n\n\u003cp\u003emonday.com’s Basic CRM plan works well for many small businesses because it offers competitively priced basic features that fit the needs of teams that don’t need many bells and whistles and value unlimited pipelines and boards. However, organizations that need more built-in integrations, sales automation, lead and deal management, and AI tools will need to upgrade to at least the Standard plan for $20.00 per user monthly, which is still a reasonable price for most companies.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/monday-crm-review/\"\u003emonday.com review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;monday.com isn’t only for managing clients. As a managing editor for a larger organization, I found it extremely useful for project management. Plus, it has a robust, intuitive mobile app that makes it easy to manage projects on the go.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/jess-pingrey/\"\u003eJess Pingrey\u003c/a\u003e, Fortune Recommends contributor\u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee monday.com plans \u0026amp; pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing, per seat per month (minimum of 3 seats)\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eBasic\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eUnlimited custom pipelines\u003cbr\u003eUnlimited contacts\u003cbr\u003eUnlimited boards\u003c/td\u003e\u003ctd\u003e$15.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAI email generator\u003cbr\u003e250 custom CRM automations per month\u003cbr\u003eQuotes and invoices\u003c/td\u003e\u003ctd\u003e$20.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePro\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eSales forecasting\u003cbr\u003eSales analytics\u003cbr\u003e25,000 custom CRM automations per month\u003c/td\u003e\u003ctd\u003e$33.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eLead scoring\u003cbr\u003eTeam goals\u003cbr\u003eHIPAA compliance\u003c/td\u003e\u003ctd\u003eCustom pricing\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eMost user-friendly: Zoho CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003ePerhaps the platform on our list with the lowest barrier of entry, Zoho CRM is one of many products offered in the Zoho cloud software suite. Users looking for a one-stop shop may appreciate the opportunity to bundle their CRM with marketing, accounting, and VoIP tools such as \u003ca href=\"https://fortune.com/recommends/voip/zoho-voice-review/\"\u003eZoho Voice\u003c/a\u003e.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-banner\"\u003eFEATURED PARTNER\u003c/div\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"zoho\" class=\"card-title\"\u003eZoho CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month*\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates available with annual subscription\" data-tooltip=\"*Reduced rates available with annual subscription\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e15 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes*\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*For up to three users\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Zoho CRM\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label0-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eSales and marketing automation tools\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline management board which can be customized for individual user preferences\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eBuilt-in analytics and reporting features\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eDocument management library\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eOpen application programming interface (API) and developer library\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eIntegrates with voice-over-internet-protocol) software for streamlined calling\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eIntegration with email applications\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eRobust mobile app\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eZoho CRM offers ample customer support to assist in the ways each customer prefers. Their support team offers live chat and phone support as well as a knowledge base to look for answers to common questions. Phone support is offered eight hours per day Monday through Friday. Additionally, Zoho offers onboarding sessions to help teams get started and set up the CRM system for their specific use cases.\u003c/div\u003e\r\n\u003ca class=\"button-mobile\" href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Zoho CRM\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eZoho offers a powerful CRM system that balances functionality and affordability. It offers a user-friendly interface with customizable pipelines and robust automation capabilities, plus a vast library of integrations that allow seamless connectivity with the company’s own software and numerous third-party apps. Whether you need contact management, lead scoring, or sales forecasting, its mobile app ensures on-the-go access while multichannel communication features streamline customer interactions across email, social media, and telephony.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCompetitive per-user pricing\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 100 customizable email templates\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 10 custom dashboards\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo access to artificial intelligence (AI) tools until higher-priced plans\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eInterface can be overwhelming for novice users\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo sales forecasting features until the Enterprise plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Zoho CRM plan for SMBs: Standard\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Standard plan tops our list due to its competitive pricing, robust feature set, excellent customer service and onboarding, and broad list of integrations and customizations. However, teams specifically looking for AI features will need to upgrade to the Enterprise plan.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/zoho-crm-review/\"\u003eZoho CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Zoho CRM plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003cth\u003eFree Trial or Plan Available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree plan\u003c/td\u003e\u003ctd\u003eFree for up to three users\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003e3 organization emails\u003cbr\u003eSales and marketing automation tools\u003cbr\u003eDocument library\u003cbr\u003eStandard reports\u003cbr\u003e10 custom email templates\u003cbr\u003e1GB file storage for the organization\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard plan\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e50 organization emails\u003cbr\u003eSupports up to five currencies\u003cbr\u003eEmail integration\u003cbr\u003eUp to 10 custom lead scoring rules\u003cbr\u003eUp to 100 custom reports\u003cbr\u003e10 custom dashboards\u003cbr\u003eUp to 250 mass emails per day\u003cbr\u003e100 custom email templates\u003cbr\u003eZoho Meetings integration\u003cbr\u003eGoogle calendar integration\u003cbr\u003eUp to 5 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eProfessional plan\u003c/td\u003e\u003ctd\u003e$35.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e75 organization emails\u003cbr\u003eSupports up to 10 currencies\u003cbr\u003eUp to 20 custom lead scoring rules\u003cbr\u003eMotivator tool for sales gamification\u003cbr\u003eUnlimited custom reports\u003cbr\u003eUnlimited custom dashboards\u003cbr\u003eUp to 500 mass emails per day\u003cbr\u003eUnlimited custom email templates\u003cbr\u003eInventory management tools\u003cbr\u003eCustomer service tools\u003cbr\u003eUp to 10 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise plan\u003c/td\u003e\u003ctd\u003e$50.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes, 15 days\u003c/td\u003e\u003ctd\u003e500 organization emails\u003cbr\u003eSales territory forecasting\u003cbr\u003eSupports up to 25 currencies\u003cbr\u003eUp to 30 custom lead scoring rules\u003cbr\u003eAnomaly detector\u003cbr\u003eUp to 1,000 mass emails per day\u003cbr\u003eZIA AI tool for scoring, recommendations, and email and call summaries\u003cbr\u003eUp to 20 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eUltimate plan\u003c/td\u003e\u003ctd\u003e$65.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e500 organization emails\u003cbr\u003eSupports up to 50 currencies\u003cbr\u003eUp to 50 custom lead scoring rules\u003cbr\u003eUp to 2,000 mass emails per day\u003cbr\u003eZIA AI tool for scoring, recommendations, and email and call summaries\u003cbr\u003eUp to 50 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for scalability: HubSpot\u003c/h2\u003e\n\n\n\n\u003cp\u003eHubSpot is a titan of the CRM industry, well-known by sales teams and marketers alike. The company was founded in 2006 and boasts over 228,000 customers in over 130 countries. The platform offers solutions for both small businesses and enterprise customers.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"hubspot\" class=\"card-title\"\u003eHubSpot\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003eNone\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to five users\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026#038;pub_param_1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat HubSpot\u003c/p\u003e\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content0-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label0-[ID]\"\u003e\r\n\u003cli\u003ePipeline management dashboard is included but cannot be customized for users until upgrade to the Professional plan\u003c/li\u003e\r\n\u003cli\u003eUp to 10 reporting dashboards with 10 reports per dashboard\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers with integration guides\u003c/li\u003e\r\n\u003cli\u003eEmail integration for Gmail, Outlook, and Microsoft Exchange\u003c/li\u003e\r\n\u003cli\u003eHundreds of app integrations\u003c/li\u003e\r\n\u003cli\u003eSales automation features that can trigger tasks and email notifications, with advanced workflows in higher-tier plan\u003c/li\u003e\r\n“HubSpot has many workflows we can set up, which ensures no lead falls through the cracks,” says Ultan O\u0026#8217;Callaghan, CEO at Thooja. “For example, if someone contacts us through our website, we can easily set up a workflow to ensure they are contacted by sales rep.”\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c!-- /wp:list-item --\u003e\u003c!-- /wp:list --\u003e\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eHubSpot’s Sales Hub Starter Plan offers email support and a comprehensive knowledge base, HubSpot Academy to learn about its rich feature set, and HubSpot Community to learn from other users. Professional Plan users gain access to phone support.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026#038;pub_param_1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat HubSpot\u003c/p\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eHubSpot’s Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. However, companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Professional plan, which is expensive at $90 per user monthly.\u0026nbsp;\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSupports up to one million sales products and 5,000 documents\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLive chat and Facebook Messenger integration\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 5,000 email templates\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to one shared inbox\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to one HubSpot-provided phone number\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks automated sequences or workflows until higher-priced plans\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest HubSpot plan for SMBs: Sales Hub Starter\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. Companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Sales Hub Professional plan, which may be prohibitively expensive at $100.00 monthly per user.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more: \u003c/strong\u003eread our \u003ca href=\"https://fortune.com/recommends/crm/hubspot-crm-review/\"\u003eHubspot CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee HubSpot plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eN/A\u003c/td\u003e\u003ctd\u003eContact management\u003cbr\u003eDeal pipeline\u003cbr\u003eMeeting scheduling\u003cbr\u003eShared inbox\u003cbr\u003eConversational bots\u003cbr\u003eEmail scheduling\u003cbr\u003eEmail reply tracking\u003cbr\u003eGmail, Outlook, and Microsoft integrations\u003c/td\u003e\u003ctd\u003e$0 (up to five users)\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Starter\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll features on HubSpot Free plus:\u003cbr\u003eSales automation\u003cbr\u003eSales content analytics\u003cbr\u003eAutomated task queues\u003cbr\u003eTeam performance measurements\u003cbr\u003eHubSpot-provided phone numbers\u003cbr\u003eDigital signatures\u003cbr\u003eConversation routing\u003cbr\u003eMulticurrency support\u003cbr\u003eTask and deal notifications\u003cbr\u003eTask calendar sync\u003cbr\u003ePayments\u003c/td\u003e\u003ctd\u003e$20.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Professional\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll Sales Starter features plus:\u003cbr\u003eProspecting and lead management\u003cbr\u003eSales forecasting\u003cbr\u003eCustom reporting and analytics\u003cbr\u003eCustomizable playbooks\u003cbr\u003eCall transcriptions\u003cbr\u003eCoaching playlists\u003cbr\u003eAccount-based marketing (ABM) tools and automation\u003cbr\u003eContact scoring\u003cbr\u003eVideo messaging\u003cbr\u003eWorkflow extensions\u003cbr\u003eAutomated sequences (outreaches, follow-ups, and tasks)\u003c/td\u003e\u003ctd\u003e$100.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Enterprise\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll Sales Enterprise features plus:\u003cbr\u003ePredictive lead scoring\u003cbr\u003eRecurring revenue tracking\u003cbr\u003eDeal journey analytics\u003cbr\u003eLead form routing\u003cbr\u003eAdvanced permissions\u003cbr\u003eSingle sign-on (SSO)\u003cbr\u003eField-level and advanced permissions\u003cbr\u003eConversation intelligence (insights on customer calls)\u003c/td\u003e\u003ctd\u003e$150.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for simple setup: Apptivo\u003c/h2\u003e\n\n\n\n\u003cp\u003eApptivo was founded in 2009 and in 15 years has grown to be used by more than 150,000 companies in nearly 200 countries. The platform has plenty of features on its own, but also plays well with others and enables hundreds of integrations with third-party platforms to streamline processes.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"apptivo\" class=\"card-title\"\u003eApptivo\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e30 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=300\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003ePipeline management board is included, which can be customized for each user’s preferences\u003c/li\u003e\r\n\u003cli\u003eEmail integration via Internet message access protocol (IMAP) as well as email templates, open, and click tracking\u003c/li\u003e\r\n\u003cli\u003eVoice-over-internet-protocol integration with providers such as RingCentral and API calls\u003c/li\u003e\r\n\u003cli\u003eReferral tracking to see where leads come from\u003c/li\u003e\r\n\u003cli\u003eUp to 25 workflows per account\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eApptivo’s Lite plan offers customer support via email, phone, live chat, knowledge base, how-to videos, webinars, and training support. On the Lite plan, phone support is available 24/5 and live chat is offered 24/7.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eApptivo made our list of the best CRM software because it offers an easy-to-use platform for all users, a wide range of integrations, and exceptional customer support features. Its intuitive interface requires minimal training, making it easy for teams to onboard and start using the platform. It offers robust contact and lead management, customizable pipelines, and powerful reporting tools. A key component of Apptivo\u0026#8217;s strength lies in its extensive integration options, as it can connect with over 1200 third-party applications. This flexibility allows businesses to create a tailored ecosystem that aligns with their specific needs.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eVast library of integrations\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUser-friendly mobile apps\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMultiple sales pipelines\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo free forever plan available\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to 18 integrations in the Lite Plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks e-commerce and marketing automation tools in the Lite Plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Apptivo plan for SMBs: Lite\u003c/h3\u003e\n\n\n\n\u003cp\u003eApptivo Lite stands out for its simplicity and powerful integration capabilities. It provides essential CRM features at an affordable price point, including email marketing, project management, and invoicing capabilities, which makes it a versatile choice for small businesses looking to streamline their operations. Keep in mind, though, that teams in need of e-commerce tools, email sequences, and marketing automation will have to subscribe to the Premium plan or above.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our \u003ca href=\"https://fortune.com/recommends/crm/apptivo-review/\"\u003eApptivo review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Apptivo plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eLite\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e18 connected apps\u0026nbsp;\u003cbr\u003e24 automated workflows\u003cbr\u003eEight customizable dashboards\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePremium\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e46 connected apps\u0026nbsp;\u003cbr\u003e75 automated workflows\u003cbr\u003e25 customizable dashboards\u003cbr\u003eTrack and manage ecommerce products\u003c/td\u003e\u003ctd\u003e$30.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eUltimate\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e57 connected apps\u0026nbsp;\u003cbr\u003e150 automated workflows\u003cbr\u003e50 customizable dashboards\u003cbr\u003eAutomated marketing email sequences\u003c/td\u003e\u003ctd\u003e$50.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003e65 connected apps\u0026nbsp;\u003cbr\u003e300 automated workflows\u003cbr\u003e100 customizable dashboards\u003cbr\u003eGoogle Maps integration\u003c/td\u003e\u003ctd\u003eCustom pricing\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for small teams: Freshsales\u003c/h2\u003e\n\n\n\n\u003cp\u003eFreshsales CRM is part of the Freshworks software suite, which means businesses may find solutions for more than just sales and marketing needs here. The price is one of the most affordable on our list, even offering a free plan for very small teams.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"freshsales\" class=\"card-title\"\u003eFreshsales\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e21 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to three users\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Freshsales\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline management dashboard, which can be customized on higher-tier plans\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eBasic reporting and analytics―advanced reporting is available on higher-tier plans\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eTwo-way email sync\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eSocial media integrations with short message service (SMS), Facebook, WhatsApp, Line Messenger, and Google Business messages\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eMobile iOS and Android apps\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eFreshsales offers 24/5 support for all plan tiers via phone, email, and live chat. They also offer a robust knowledge base with how-to articles and the ability to file support tickets.\u003c/div\u003e\r\n\u003ca class=\"button-mobile \" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Freshsales\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eFreshsales is our pick for smaller teams needing an easy-to-learn, cost-effective CRM solution. It offers an intuitive interface with AI-powered insights, making it accessible for CRM novices. Users will find comprehensive tools for contact management, lead scoring, and pipeline visualization, as well as built-in phone and email tracking features that enhance communication efficiency.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eOn the Pro plan and above, Freshsales provides robust automation capabilities, allowing teams to streamline repetitive tasks and focus on high-value activities. The Growth plan.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUser-friendly mobile apps\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmail templates\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eBuilt-in native phone application\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eDoes not offer multiple sales pipelines on entry-level plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks advanced workflows on entry-level plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Freshsales plan for SMBs: Growth\u003c/h3\u003e\n\n\n\n\u003cp\u003eFreshsales’ Growth Plan made our list of the top CRMs for small businesses because it’s a low-cost option built to support smaller teams as they scale. It includes essential features such as workflow automation, custom reports, and multiple sales pipelines, offering a balanced mix of functionality and affordability.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eWhen your team grows to the point they need advanced workflows and reporting tools or multiple sales pipelines, it will be time to upgrade to a higher-priced plan. Thankfully, Freshsales gives you the ability to scale with the growth of your business, making it an excellent choice for businesses that anticipate expanding their CRM needs over time.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;Working with a nonprofit means working on a tight budget. Thankfully, Freshsales and its companion tools from Freshworks make it easy to keep track of donors and keep them engaged. I\u0026#8217;ve been able to leverage the Growth plan to see at-a-glance the last time someone donated to our organization and when I should reach out again, and I can do all of that without breaking the bank.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/cassie-bottorff/\"\u003eCassie Bottorff\u003c/a\u003e, Editor at Fortune Recommends \u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Freshsales plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree Trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eAccount and contact management\u003cbr\u003eDeal management\u003cbr\u003eBuilt-in phone and live chat\u003c/td\u003e\u003ctd\u003e$0\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eGrowth\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eVisual \u003ca href=\"https://fortune.com/recommends/crm/what-is-a-sales-pipeline\"\u003esales pipeline\u003c/a\u003e\u003cbr\u003eIntegration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages\u003cbr\u003e20 basic workflows\u003c/td\u003e\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePro\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003e10 sales pipelines\u003cbr\u003e50 basic workflows and 50 advanced workflows\u003cbr\u003eAccess to Freddy AI insights\u003c/td\u003e\u003ctd\u003e$47.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eAI-powered forecasting insights\u003cbr\u003e10 custom modules\u003cbr\u003eProfiles automatically enriched with public information\u003c/td\u003e\u003ctd\u003e$71.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for streamlined sales, marketing, and service: Agile CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003eAs the name might imply, Agile CRM is a versatile product that can serve multiple needs. It has a smaller customer base than some of its competitors, at only 20,000 users, but its team prides itself on building a powerful product specifically designed for small businesses.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"agile\" class=\"card-title\"\u003eAgile CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$14.99 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003enone\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to 10 users\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual and biannual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003eCustomizable pipeline dashboard to meet user’s needs and preferences\u003c/li\u003e\r\n\u003cli\u003eComprehensive reports for deals, tasks, and sales revenue\u003c/li\u003e\r\n\u003cli\u003eStore unlimited deals, tasks, and documents\u003c/li\u003e\r\n\u003cli\u003eAbility to make and receive phone calls in the browser with session initiation protocol (SIP) telephony\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers\u003c/li\u003e\r\n\u003cli\u003eEmail integration with IMAP\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eAgile CRM offers 24/5 customer support via email and phone. Starter Plan users have access to a knowledge base to search for answers to commonly asked questions. \u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eAgile CRM provides a low-cost CRM solution for companies that need a comprehensive sales, marketing, and service platform. It particularly shines for offering marketing automation features for a low price point. However, teams looking for more robust customer service, such as a dedicated account representative or an onboarding coach must subscribe to the Enterprise plan.\u0026nbsp;\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eStore up to 10,000 companies and contacts\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLead scoring in every plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSales, marketing, and service features included\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSocial monitoring not included until higher-tier plans\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003eStarter \u003cspan style=\"font-weight: 400;\"\u003eplan is limited to five automation triggers\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks mobile marketing features are not available until the Regular plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Agile CRM plan for SMBs: Starter\u003c/h3\u003e\n\n\n\n\u003cp\u003eWhile Agile CRM’s free plan gets things off to a decent start, we’d suggest going ahead and signing up for the Starter plan. It has an affordable rate of $14.99 monthly per user and once you’re ready to commit, you can cut that price nearly in half by signing up for a two-year term. On this plan you’ll have access to the vast majority of tools you’d expect from a more expensive platform, including form builders, automation tools, and email campaigns.\u003c/p\u003e\n\n\n\n\u003cp\u003eTeams should consider upgrading to the Regular plan if they exceed the number of workflows allowed on the Starter plan, and to the Enterprise plan if looking for more robust customer service, such as a dedicated account representative or an onboarding coach.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e read our \u003ca href=\"https://fortune.com/recommends/crm/agile-crm-review/\"\u003eAgile CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Agile CRM plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing per user, per month\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eUnlimited deals, tasks, and documents\u003cbr\u003eAppointment scheduling\u003cbr\u003eLead scoring\u003c/td\u003e\u003ctd\u003e$0\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStarter\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eEmail campaigns\u003cbr\u003eMarketing automation\u003cbr\u003eLanding page builder\u003c/td\u003e\u003ctd\u003e$14.99 per user\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eRegular\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eHelpdesk\u003cbr\u003eCanned responses\u003cbr\u003eCreate service groups\u003c/td\u003e\u003ctd\u003e$49.99 per user\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003e50-plus integrations\u003cbr\u003eSyncs with Stripe, Shopify, and Google\u003cbr\u003eBasic reports\u003c/td\u003e\u003ctd\u003e$79.99 per user\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for heavy inbox users: Nimble CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003eWith its own roots as a small business, Nimble understands the struggles of entrepreneurs more than some. A straightforward price point is just one way that Nimble seeks to make itself accessible to its user base.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"nimble\" class=\"card-title\"\u003eNimble CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$29.90 per user, per month\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e\u003c/div\u003e\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUnlimited, customizable pipelines and vertical industry deal templates\u003c/li\u003e\r\n \t\u003cli\u003eUnlimited email templates\u003c/li\u003e\r\n \t\u003cli\u003eIndividual and team reports\u003c/li\u003e\r\n \t\u003cli\u003e2GB of storage per user with the option to upgrade storage in 10GB increments for an additional $10 monthly\u003c/li\u003e\r\n \t\u003cli\u003eMicrosoft and Google email, calendar, and contact sync\u003c/li\u003e\r\n \t\u003cli\u003eOver 20 custom widgets for user dashboards\u003c/li\u003e\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eNimble offers exceptional customer support with live chat, email, a knowledge base, and free 1:1 phone calls. They even offer daily live Q\u0026amp;A sessions and weekly training webinars to support users.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eNimble CRM keeps things simple with one pricing tier that provides nearly everything a sales professional needs. It works within users\u0026#8217; existing email platforms, making it exceptionally user-friendly for those who spend most of their time in their inbox. The software offers robust contact management, deal tracking, and task management capabilities. While it may lack some advanced marketing automation features, Nimble provides a comprehensive view of customer interactions across multiple channels, making it ideal for businesses that prioritize relationship-building and personalized communication.\u003c/p\u003e\n\n\n\n\u003cp\u003eWhile it isn’t the cheapest provider on our list and some integrations cost extra, its customers praise its AI functionality and say the software is very user-friendly. Teams looking for more robust marketing tools should consider a different provider, such as HubSpot or Zoho CRM.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eOffers unlimited customizable workflows\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 1,000 custom fields\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNimble Prospector browser extension to create and edit contact records\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMore expensive than some other options on our list\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eVoIP phone system integration is an extra cost\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMost third-party integrations require an extra cost\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/nimble-crm-review/\"\u003eNimble CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for email and social tools: Constant Contact\u003c/h2\u003e\n\n\n\n\u003cp\u003eWell known for its email marketing tools, Constant Contact also offers a CRM platform that works hand-in-hand with its lead generation tools to help sales teams contact more customers and close more deals.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"constantcontact\" class=\"card-title\"\u003eConstant Contact\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003eCustom pricing required\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e30 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline dashboard can be customized for each user\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eReach and engagement reporting for email campaigns\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eOpen API for developers to generate keys for the CRM\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eGmail and Office 365 email integration\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eAutomated welcome emails\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eConstant Contact users have access to support via live chat, a self-service knowledge base, and phone. Chat is available Monday through Friday from 3 a.m. to 8 p.m. Eastern time. Phone support hours vary by department Monday through Saturday. Constant Contact also offers video tutorials and free webinars.\u003c/div\u003e\r\n\u003ca class=\"button-mobile \" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eConstant Contact made our list because it’s a powerful option for companies to manage leads, engage prospects with email tools, and track revenue. Drag-and-drop email tools and customizable templates make it easy to build powerful campaigns with clear lead scoring and reports organized on an intuitive sales pipeline.\u003c/p\u003e\n\n\n\n\u003cp\u003eTeams that need the ability to schedule email sends, conduct A/B testing, put dynamic content in emails, and create advanced automations may require upgrading to more advanced tiers of service. Interested customers must reach out to a sales representative to discuss their needs and get a custom quote.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003e30-day money-back guarantee\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eDiscounted rates for nonprofits\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eAI content recommendations\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCRM pricing requires a custom quote, making it hard for SMBs to quickly determine if it\u0026#8217;s in the budget\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/constant-contact-crm-review/\"\u003eConstant Contact CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for built-in calling: Bitrix24\u003c/h2\u003e\n\n\n\n\u003cp\u003eBitrix24 was founded in the late 2000s by a team focused on improving communication while building collaboration. The result? A powerful CRM tool that is now used by millions around the world.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"bitrix24\" class=\"card-title\"\u003eBitrix24\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$61.00 monthly for up to five users\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e15 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, with limited features\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e\u003c/div\u003e\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUp to five pipeline dashboards with the ability to make custom fields\u003c/li\u003e\r\n \t\u003cli\u003eUp to 100,000 leads, deals, contacts, or companies in sales intelligence reports\u003c/li\u003e\r\n \t\u003cli\u003eAbility to store and video documents, but collaborative editing is not available until the Standard Plan\u003c/li\u003e\r\n \t\u003cli\u003eEmail integration with Gmail, Outlook, iCloud, Office365, Exchange, Yahoo, and AOL\u003c/li\u003e\r\n \t\u003cli\u003eIntegration with popular VoIP systems like RingCentral, Vonage, and GoTo Connect\u003c/li\u003e\r\n \t\u003cli\u003eProduct catalog with up to 3,000 products and the ability to process payments in the CRM\u003c/li\u003e\r\n\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eBitrix24 offers excellent customer support for all paid plan subscribers. Support avenues include online training via built-in tooltips throughout the platform, video tutorials, webinars, and live chat. However, phone support is not available.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eBitrix24 Basic is our recommendation for small teams needing a comprehensive flat-rate CRM with excellent built-in communication tools. Users can save money on a separate VoIP system with its integrated chat, video calls, and a built-in phone system. While the interface may have a steeper learning curve due to its extensive feature set, it provides exceptional value for teams looking for an all-in-one business management solution. Plus, the generous 15-day free trial gives new users a chance to check things out before making a commitment.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUnlimited built-in phone calls, including video calls\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCompetitive pricing for small teams\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eStore an unlimited number of deals\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eBasic plan only supports up to five users\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnly 24GB of storage for the organization\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks custom fields in tasks and projects\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Bitrix24 plan for SMBs: Basic\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Basic plan made our list due to its extensive list of document storage tools, task management, and calling features. While you can’t do screen sharing without upgrading, this is still a solid foundation for growing teams that plan to scale as they grow. Users may also benefit from the HR tools included in this plan, potentially eliminating the need for a separate service in that department.\u003c/p\u003e\n\n\n\n\u003cp\u003eFor improved collaboration features, the Standard Plan is still affordable at $124.00 for up to 50 users and the Professional plan supports up to 100 users for $249.00 monthly. However, teams who don’t need e-commerce tools or use another tool for phone and video calls may want to choose a different platform where you can pay per user and have a bit more control over the feature set.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e read our \u003ca href=\"https://fortune.com/recommends/crm/bitrix24-review/\"\u003eBitrix24 review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Bitrix24 plans and pricing\u003c/summary\u003e\n\u003cp\u003eUnlike others on our list, Bitrix24 doesn\u0026#8217;t charge per user. Instead, businesses pay one flat rate that covers everyone, up to the maximum number of users permitted on that plan level.\u003c/p\u003e\n\n\n\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree Trial or Plan Available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eBasic\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e24GB\u003cbr\u003eIncludes 5 users\u003cbr\u003e1 account administrators\u003cbr\u003eCollaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store\u003c/td\u003e\u003ctd\u003e$61.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e100GB\u003cbr\u003eIncludes 50 users\u003cbr\u003e5 account administrators\u003cbr\u003eEverything in Basic plan plus; segment-based email marketing, online documents, and administration\u003c/td\u003e\u003ctd\u003e$124.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eProfessional\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e1,024GB\u003cbr\u003eIncludes 100 users\u003cbr\u003e10 account administrators\u003cbr\u003eEverything in Standard plus sales intelligence, workflow automation, and human resources (HR)\u003c/td\u003e\u003ctd\u003e$249.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e3TB\u003cbr\u003eIncludes 250 users\u003cbr\u003e25 account administrators\u003cbr\u003eEverything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest.\u003c/td\u003e\u003ctd\u003e$499.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\n\n\n\u003cp\u003e\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest automation and reporting: Zendesk Sell\u003c/h2\u003e\n\n\n\n\u003cp\u003eA relative newcomer in the space, Zendesk Sell only launched in 2018. But with the backing of the larger Zendesk brand behind it, and a hefty $10 billion investment in 2022, it has quickly grown to service the needs of more than 100,000 customers in over 150 countries.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"zendesk\" class=\"card-title\"\u003eZendesk Sell\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png\"/\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUp to two customizable sales pipelines\u003c/li\u003e\r\n \t\u003cli\u003ePrebuilt sales dashboards are available on the Team Plan and advanced reporting is included on the Growth Plan and up\u003c/li\u003e\r\n \t\u003cli\u003eUp to 2GB of document storage for each user\u003c/li\u003e\r\n \t\u003cli\u003eOpen API for developers on all plans with public apps and integrations\u003c/li\u003e\r\n \t\u003cli\u003eEmail and calendar integrations with common providers\u003c/li\u003e\r\n \t\u003cli\u003eIntegrated calling with Sell Voice\u003c/li\u003e\r\n\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eZendesk Sell offers support for subscribers via a Help Center with onboarding guides, frequently asked questions (FAQs), videos, and a user community. They also have chatbots that can answer questions within the platform which can connect users to a live agent if needed.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eZendesk Sell is a streamlined CRM platform designed to boost sales productivity and revenue through its robust reporting tools. Lovers of emergent tech tools will appreciate its AI-powered forecasting, and companies that want to streamline processes will appreciate the built-in calling system that negates the need for a separate VoIP service.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eAs one would expect by the name, the CRM platform seamlessly integrates with Zendesk\u0026#8217;s customer service software, providing a unified view of customer interactions. While it may have limited customization options compared to some competitors, its user-friendly interface and strong mobile experience make it an excellent fit for many sales teams. And if the software doesn’t offer a native solution for your team’s needs, chances are there’s a compatible third-party integration that can get the job done.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to two customizable sales pipelines\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eAutomated sales triggers and task plus appointment setting\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmail tracking\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLead and deal scoring not available until the plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eProduct catalog not available until the Sell Growth plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks sales forecasting and advanced activity reports until the Sell Growth plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003c/p\u003e\n\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Zendesk Sell plan for SMBs: Team\u003c/h3\u003e\n\n\n\n\u003cp\u003eZendesk Sell’s Team plan is a good option for teams that need only one or two sales pipelines but want the ability to customize them with specific fields, filters, and tags. The CRM tool also offers basic automation and activity tracking on the Team plan. Companies that need more than two pipelines, advanced reporting and automations, and product catalogs will need to upgrade to the Sell Growth plan for $69.00 monthly per agent, which may be restrictive for some teams.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more: \u003c/strong\u003eread our \u003ca href=\"https://fortune.com/recommends/crm/zendesk-sell-review/\"\u003eZendesk Sell review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Zendesk Sell plans and Pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eSell Team\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eTwo customizable sales pipelines\u003cbr\u003eTask and appointment setting\u003cbr\u003eEmail and calendar integrations\u003cbr\u003eEmail tracking, call tracking, call recording, and text messaging\u003cbr\u003eTeam document repository\u0026nbsp;\u003cbr\u003ePrebuilt sales dashboards\u003cbr\u003eSmart lists and templates\u003cbr\u003eData import and export\u0026nbsp;\u003cbr\u003eRobust application programming interfaces (APIs)\u003cbr\u003eSingle sign-on (SSO)\u003c/td\u003e\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Growth\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Team offerings and:\u0026nbsp;\u003cbr\u003eAdvanced and custom sales reports\u003cbr\u003eSales forecasting and goals tracking\u003cbr\u003eProspecting and enrichment credits\u003cbr\u003eEmail sequences\u0026nbsp;\u003cbr\u003eUnlimited email templates and personalization tags\u0026nbsp;\u003cbr\u003eBusiness phone number\u003cbr\u003eAdvanced activity reports\u003cbr\u003eGoals tracking\u003cbr\u003eSequence reporting\u003cbr\u003eProduct and price book\u003c/td\u003e\u003ctd\u003e$69.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Professional\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Growth offerings and:\u0026nbsp;\u003cbr\u003eLead and deal scoring\u003cbr\u003eTask automation\u003cbr\u003eAdvanced roles and permissions\u003cbr\u003eCompany hierarchy tree\u003cbr\u003eCustomized notifications\u0026nbsp;\u003cbr\u003eAutomated power dialer\u003cbr\u003eCall scripts\u003cbr\u003eLink sharing\u003c/td\u003e\u003ctd\u003e$149.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Enterprise\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Professional offerings and:\u0026nbsp;\u003cbr\u003eUnlimited sequences\u003cbr\u003eUnlimited sales pipeline\u003cbr\u003eDirect dial phone number\u003cbr\u003eCompany technology stack\u003c/td\u003e\u003ctd\u003e$219 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"definition\"\u003e\u003cstrong\u003eWhat is CRM software?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRM software is a tool companies use to track a customer’s journey from awareness to a closed deal. CRM solutions not only track and manage leads through each stage of the \u003ca href=\"https://fortune.com/recommends/crm/what-is-a-sales-pipeline\"\u003esales pipeline\u003c/a\u003e, but they also typically include marketing, accounting, and customer service features that streamline every part of earning a new customer’s business.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eEffective CRM platforms help team members organize outreach and track communication history to ensure no deal falls through the cracks. Plus, many CRM software providers offer customer support to help teams get the most out of adopting the product.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"benefits\"\u003e\u003cstrong\u003eWhat are the benefits of CRM software?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eSales organizations that adopt CRM software enjoy a plethora of benefits that help them earn, retain, and satisfy customers. Some of the top \u003ca href=\"https://fortune.com/recommends/crm/benefits-of-crm\"\u003ebenefits of CRM\u003c/a\u003e include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eCentral data hub: \u003c/strong\u003eStoring customer and prospect data in one place helps teams stay organized and fosters inter-departmental collaboration to improve the \u003ca href=\"https://fortune.com/recommends/crm/what-is-customer-experience\"\u003ecustomer experience\u003c/a\u003e.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eData for actionable insights: \u003c/strong\u003eMost CRMs offer a variety of sales and marketing reports such as \u003ca href=\"https://fortune.com/recommends/crm/what-is-churn-rate\"\u003echurn rate\u003c/a\u003e and \u003ca href=\"https://fortune.com/recommends/crm/what-is-customer-lifetime-value\"\u003ecustomer lifetime value (CLV)\u003c/a\u003e that help teams discover buying matters, what increases retention, and where deals get stuck.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eImproved customer service:\u003c/strong\u003e Many CRM solutions include streamlined customer service features that allow them to get answers to their questions from support agents quickly.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eMobile access: \u003c/strong\u003eNearly every CRM tool has free iOS and Android apps so professionals can view and update deals and contacts on the go\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eBuilt-in marketing tools: \u003c/strong\u003eMany CRM platforms have plans that include marketing features like email and social media tools, A/B testing, and social listening\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAutomation features: \u003c/strong\u003eThe best CRM software tools include tools that put parts of your sales process on autopilot, such as email sequences, sales triggers, and automated tasks and reminders.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e“An important advantage is personalization and maintaining relationships along the buyer journey with lead nurturing programs, emailing, and advertising based on the stage of the buyer persona. Not all the leads are ready to hire us when they first contact us, so a CRM helps us to maintain touchpoints and nurture them along the buyer journey.”\u003cbr\u003e\u003cbr\u003e\u003cem\u003e—Kamel Ben Yacoub, CEO at Getuplead\u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"who-should-use\"\u003e\u003cstrong\u003eWho should use a CRM?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs are built for nearly any professional who interacts with potential clients as a key function of achieving their business goals. Typical examples of professionals who benefit from using a CRM include sales and marketing teams, customer support teams, and companies with a robust customer base that need to organize their prospects.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eHowever, it’s not just larger organizations that should consider adopting CRM software. Even solopreneurs and small businesses can reap the benefits of implementing a CRM to track prospect and customer interactions. It’s a great best practice to use a CRM when you start a business and prospect your first clients and scale your CRM as you grow. Many CRMs offer a wide range of plans (some are even free) that allow you to scale with your budget.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eThese are a few industries that commonly utilize CRM software:\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group simple-table-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003cfigure class=\"wp-block-table\"\u003e\u003ctable\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eDepartment\u003c/strong\u003e\u003c/td\u003e\u003ctd\u003e\u003cstrong\u003eCRM benefits\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003ca href=\"https://fortune.com/recommends/crm/best-sales-crm/\"\u003eCRM for sales\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eUsing a CRM for sales makes managing leads efficient as well as helps track customer communications throughout the buying process until a deal is won or lost.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003ca href=\"https://fortune.com/recommends/crm/best-marketing-crm/\"\u003eCRM for marketing\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMost CRMs offer customer segmentation tools that allow marketers to create marketing campaigns targeted to specific customer personas and audiences.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for customer service\u003c/td\u003e\u003ctd\u003eCRM platforms empower customer support teams with a centralized hub for tracking support tickets, which results in a quicker resolution time and more satisfied, loyal clients.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for client onboarding\u003c/td\u003e\u003ctd\u003eMany CRMs can create an onboarding process similar to a sales process for newly earned clients. This is especially helpful for organizations selling a service rather than a product with tracking for key expectations for service delivery.\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for managers\u003c/td\u003e\u003ctd\u003eMost CRMs include reporting and analytics features that give managers meaningful insights into how long it takes deals to close, common objections, which marketing campaigns perform the best as well as how well team members are performing.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eWhich businesses should not get a CRM?\u003c/h2\u003e\n\n\n\n\u003cp\u003eWhile CRMs have nearly endless benefits for companies of all sizes, they aren’t for everyone. For example, if you have very few customers to manage, you can likely get by using a spreadsheet to manage your client relationships. Furthermore, while free CRMs exist, they are limited in their capabilities, so you should not expect a free CRM tool to meet all your business needs if you aren’t willing to create a budget for one long-term.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eBefore you decide to invest in a CRM tool, keep in mind that they cannot:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eGuarantee more sales are won: \u003c/strong\u003eCRM platforms streamline and make the sales journey more effective for teams, but they can’t complete the outreach for you or close deals automatically.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eReplace staff: \u003c/strong\u003eJust as a CRM can’t guarantee you close a sale, it can’t mimic human behavior and provide the human touch that a salesperson or customer service agent can. CRMs are meant to help your team become more efficient, identify customer behaviors and buying patterns, and automate some manual processes―but not replace them.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eCreate a sales process and update data automatically: \u003c/strong\u003eMany CRM systems offer AI features that automate some parts of the sales process, you still need to set up your sales process in the first place and make tweaks as you go. An excellent CRM provider will offer onboarding services to help you get started and provide ample support along the way.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"cost\"\u003e\u003cstrong\u003eHow much do CRMs cost?\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs have a variety of pricing models ranging from free plans to hundreds of dollars per month. The typical models for CRM pricing include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eFree plans: \u003c/strong\u003eSome CRMs offer free plans for a small number of users or a limited number of features. These are popular with new or small businesses trying out a CRM for the first time that can scale to paid plans as they grow.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003ePer-user pricing:\u003c/strong\u003e Often known as the number of “seats,” this pricing model charges a flat rate for each CRM user.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFlat pricing: \u003c/strong\u003eThis model involves a flat monthly (or yearly) rate for an unlimited number of users.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFeature-based\u003c/strong\u003e \u003cstrong\u003eor tiered pricing: \u003c/strong\u003eThis pricing model offers customized pricing based on the features you need in your plan. For example, some CRMs offer sales, sales, and marketing plans, or all-in-one plans that include, sales, marketing, and customer support features.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003ePro tip:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;Many CRM providers offer both monthly and yearly pricing. Yearly pricing is typically offered at an overall lower rate, but you must pay upfront for the whole year upon purchase. Keep an eye out for these deals and you may save money in the long run.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/cassie-bottorff/\"\u003eCassie Bottorff\u003c/a\u003e, Editor at Fortune Recommends \u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eHow to choose the best CRM software\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eWith no shortage of CRM providers on the market, choosing one to fit your business needs can feel overwhelming. Here are some of the key factors to consider:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eSet your budget:\u003c/strong\u003e Decide how much the business can pay for a CRM solution. CRM pricing plans typically come in per-user monthly pricing with reduced rates for an annual commitment. Many offer free trials and free forever plans with limited features.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eConsider available integrations: \u003c/strong\u003eCompanies that use a variety of other business software for project management, marketing, or accounting should see if the CRM they’re considering offers integrations with those tools―and assess if they are included at no cost. Sometimes, teams can discontinue using software if the CRM includes a built-in tool, saving money.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eSurvey the team: \u003c/strong\u003eLeaders should ask team members from each department what their needs are from a CRM tool and make a list to use when comparing features from various providers. Having input from the team also fosters CRM adoption across the organization.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAssess onboarding and support needs: \u003c/strong\u003eEvery CRM provider offers some level of support to onboard and train users but you need to decide on the level of support the team needs. For example, if a company is looking for a dedicated onboarding specialist to train the team, ensure that it’s included in the CRM plan.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"alternatives\"\u003eAlternatives to CRM software\u003c/h2\u003e\n\n\n\n\u003cp\u003eWhile most sales organizations benefit from implementing CRM software, smaller teams or solopreneurs might not have the budget or need for a full CRM platform. Some of the top CRM alternatives include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eGoogle Sheets: \u003c/strong\u003eSmaller companies with a small client base and only one or two team members may choose to track their sales pipeline with a Google Sheet, using one sheet for each month.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eProject management programs:\u003c/strong\u003e When a robust CRM tool without all the integrations and tasks isn’t desired, project management programs like Trello, Asana, or Airtable are suitable simplified CRM alternatives.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eNote-taking software: \u003c/strong\u003eMany free and paid note-taking apps on the market can store customer data and encourage collaboration without adopting a full-fledged CRM. Popular options include Notion, Evernote, Google Keep, and Microsoft OneNote.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eThe takeaway\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs are valuable business software tools that help teams build and grow a solid book of business while increasing their bottom line and fostering strong client relationships. Before choosing a CRM, decide if you need one, which features are most important for your company, and conduct ample research on the many options available. Finally, choose a CRM that is easy to use and offers onboarding and customer support resources.\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"methodology\"\u003e\u003cstrong\u003eOur methodology\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eThe Fortune Recommends team compared a list of more than 20 of the best CRM providers available in the U.S. We selected our top picks using specific categories based on the percentages listed below:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cfigure class=\"wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper\"\u003e\u003cdiv class=\"wp-block-embed__wrapper\"\u003e\n\u003ciframe title=\"Best CRM services: Our methodology\" aria-label=\"pies-title\" id=\"datawrapper-chart-0f09V\" src=\"https://datawrapper.dwcdn.net/0f09V/1/\" scrolling=\"no\" frameborder=\"0\" style=\"width: 0; min-width: 100% !important; border: none;\" height=\"465\" data-external=\"1\"\u003e\u003c/iframe\u003e\u003cscript type=\"text/javascript\"\u003e!function(){\"use strict\";window.addEventListener(\"message\",(function(a){if(void 0!==a.data[\"datawrapper-height\"]){var e=document.querySelectorAll(\"iframe\");for(var t in a.data[\"datawrapper-height\"])for(var r=0;r\u003ce.length;r++)if(e[r].contentWindow===a.source){var i=a.data[\"datawrapper-height\"][t]+\"px\";e[r].style.height=i}}}))}();\u003c/script\u003e\n\u003c/div\u003e\u003c/figure\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAnnual cost (30%): \u003c/strong\u003eOur scoring took into account both monthly and annual pricing as well as the number of team members that can use the plan level.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eGeneral features (20%): \u003c/strong\u003eWe considered features that any CRM worth its salt should include, such as reporting tools, document management, and third-party integrations.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003ePipeline management (10%): \u003c/strong\u003eA crucial part of closing any deal, your chosen CRM should support managing customers in the sales pipeline and call attention to points in the journey where you should reach out to them.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eDashboard customization (10%): \u003c/strong\u003eEvery team works a bit differently, and a solid CRM should enable you to adjust the platform to work well for your team by offering customization options that keep work flowing smoothly.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAdditional features (10%): \u003c/strong\u003eThis category encompasses less common features such as task delegation and automation, which are nice to have but are not necessarily essential for everyday processes.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eCustomer support (10%): \u003c/strong\u003eWe took a look at how many ways users can contact customer support, what types of self-service options are available, and what hours you can reach a human in case of an emergency.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFree trial length (5%): \u003c/strong\u003eExtra points were awarded for longer free trials that allow you to get a strong sense of whether the system will work for your needs.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFree plan availability (5%): \u003c/strong\u003eBonus points were awarded to companies that offer free plans with limited functionality but no expiration date.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cp\u003eLearn more about \u003ca href=\"https://fortune.com/fortune-recommends-business-solutions-methodology/\"\u003ehow we rank our business solutions\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"faqs\"\u003eFrequently asked questions\u003c/h2\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eAre free CRMs safe to use?\u003c/summary\u003e\n\u003cp\u003eMany well-known CRM providers offer a free version of their software that is slim on features, but still offers strong security. You may not have access to the same level of support or permission control as you would on a paid plan, but your information should be safe. Always confirm that the company you’re considering using maintains a level of encryption that meets your needs; for example, if you require HIPAA compliance, a free platform may not suffice.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhat's the easiest CRM to implement and use?\u0026nbsp;\u003c/summary\u003e\n\u003cp\u003eMany CRMs offer basic plans designed for ease of use. Beginners often start with these simple, no-cost options, like HubSpot CRM’s free plan, to get acquainted with CRM fundamentals and identify the features they’ll need as their business expands.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhich CRM is best for small businesses?\u003c/summary\u003e\n\u003cp\u003eAccording to our expert review, Zoho CRM’s Standard Plan stands out as the top choice for small businesses. It excels in functionality, user experience, pricing, and customer support. Its customizable integrations and ease of use make it our top recommendation among CRM solutions.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhat are the common challenges to adopting a CRM?\u003c/summary\u003e\n\u003cp\u003eCommon drawbacks or challenges of choosing and implementing a CRM include staff buy-in and cost. While free CRMs are available, they have feature limitations. Plus, you must get your team to buy into implementing a CRM system for it to be effective.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003cfigure class=\"wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper\"\u003e\u003cdiv class=\"wp-block-embed__wrapper\"\u003e\n\u003ciframe title=\"Best CRM services of November 2024*\" aria-label=\"Table\" id=\"datawrapper-chart-ZxU0q\" src=\"https://datawrapper.dwcdn.net/ZxU0q/4/\" scrolling=\"no\" frameborder=\"0\" style=\"width: 0; min-width: 100% !important; border: none;\" height=\"865\" data-external=\"1\"\u003e\u003c/iframe\u003e\u003cscript type=\"text/javascript\"\u003e!function(){\"use strict\";window.addEventListener(\"message\",(function(a){if(void 0!==a.data[\"datawrapper-height\"]){var e=document.querySelectorAll(\"iframe\");for(var t in a.data[\"datawrapper-height\"])for(var r=0;r\u003ce.length;r++)if(e[r].contentWindow===a.source){var i=a.data[\"datawrapper-height\"][t]+\"px\";e[r].style.height=i}}}))}();\u003c/script\u003e\n\u003c/div\u003e\u003c/figure\u003e\n\n\n\r\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\r\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eRead more small business guides\u003c/h3\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli style=\"list-style-type: none;\"\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eNot sure which provider fits the bill? We’ve rounded up the overall \u003ca href=\"https://fortune.com/recommends/crm/best-crm-for-smb/\"\u003ebest CRM software\u003c/a\u003efor small businesses.\u003c/li\u003e\r\n\u003cli\u003eLooking for a less expensive option? There are plenty of \u003ca href=\"https://fortune.com/recommends/crm/best-cheap-crm/\"\u003echeap CRM\u003c/a\u003e platforms that offer decent bang for your buck.\u003c/li\u003e\r\n\u003cli\u003eIf you’re not ready to commit to a paid plan yet, many companies offer a \u003ca href=\"https://fortune.com/recommends/crm/best-free-crm/\"\u003efree CRM\u003c/a\u003e plan with limited features.\u003c/li\u003e\r\n\u003cli\u003eA CRM system is a great first step for building relationships with customers, but you also need to be able to call them—and they need to reach you! Check out the \u003ca href=\"https://fortune.com/recommends/voip/cheap-voip-services/\"\u003ebest cheap VoIP services\u003c/a\u003ethat make communication a breeze.\u003c/li\u003e\r\n\u003cli\u003eMake sure your business website can handle all the information you need to present to your audience. Check out our list of the \u003ca href=\"https://fortune.com/recommends/web-hosting/best-web-hosting-services/\"\u003ebest web hosting providers\u003c/a\u003e.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e","databaseId":3879746,"dateGmt":"2024-11-01T15:16:09","dek":"","description":"Explore the best CRM solutions that help small businesses collaborate and drive revenue.","faq":[],"featuredMediaType":"image","floatingNavContent":"\u003cul\u003e\n\u003cli\u003e\u003ca href=\"#top-10\"\u003e10 best CRMs for SMBs\u003c/a\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"#monday\"\u003eBest for unlimited pipelines: monday.com\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#zoho\"\u003eMost user-friendly: Zoho CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#hubspot\"\u003eBest for scalability: HubSpot\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#apptivo\"\u003eSimplest setup: Apptivo\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#freshsales\"\u003eBest for small teams: Freshsales\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#agile\"\u003eBest for sales, marketing, and service: Agile CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#nimble\"\u003eBest for heavy inbox users: Nimble CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#constantcontact\"\u003eBest for email and social tools: ConstantContact\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#bitrix24\"\u003eBest for built-in calling: Bitrix 24\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#zendesk\"\u003eBest automation and reporting: Zendesk Sell\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#definition\"\u003eWhat is a CRM?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#benefits\"\u003eCRM benefits\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#who-should-use\"\u003eWho should use a CRM?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#cost\"\u003eHow much does CRM software cost?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#how-to-choose\"\u003eChoosing a CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#alternatives\"\u003eCRM alternatives\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#methodology\"\u003eOur methodology\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#faqs\"\u003eFAQs\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n","floatingNavTitle":"On this page","footnotes":null,"id":"cG9zdDozODc5NzQ2","image":"https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg?resize=1200,600","imageCaption":"Learn about the best CRM tools for small business","imageCredit":"Getty Images","keywords":"","link":"https://fortune.com/recommends/crm/best-crm-for-smb/","metaTitle":"10 best CRMs of November 2024","modifiedGmt":"2024-11-20T20:35:26","pageType":"evergreen","platformCD":"recommends","postId":3879746,"postSettings":{"postSettingsDek":null,"enableSubscriptionPlea":true,"subscriptionPleaDesign":"with-bottom-border","subscriptionPleaPosition":null,"subscriptionPleaTextLined":"Follow Fortune Recommends on \u003ca href=\"https://www.linkedin.com/showcase/fortunerecommends/\" target=\"_blank\" rel=\"noopener\"\u003eLinkedIn,\u003c/a\u003e \u003ca href=\"https://twitter.com/fortunerecs\" target=\"_blank\" rel=\"noopener\"\u003eX\u003c/a\u003e, and \u003ca href=\"https://www.tiktok.com/@fortunerecs\"\u003eTikTok\u003c/a\u003e.","bylineCommentary":null,"mediaItem":{"altText":"Diverse Male and Female Warehouse Inventory Managers Talking, Using Laptop Computer and Checking Retail Stock. Rows of Shelves Full of Cardboard Box Packages in the Background.","caption":"Diverse Male and Female Warehouse Inventory Managers Talking, Using Laptop Computer and Checking Retail Stock. Rows of Shelves Full of Cardboard Box Packages in the Background.","mediaItemUrl":"https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg"},"__typename":"Settings"},"premiumCategory":{"name":"F-Search","premiumCategoryId":447850669,"link":"https://fortune.com/?taxonomy=premium_categories\u0026term=f-search-free","__typename":"BrandedArticlePremiumCategoryFieldsFields"},"primaryPostTag":{"name":"Best-of","primaryTagId":447854062,"link":"https://fortune.com/tag/best-of/","uri":"/tag/best-of/","__typename":"BrandedArticlePrimaryPostTagIdFieldsFields"},"primarySection":{"name":"CRM","primarySectionId":447864433,"link":"https://fortune.com/recommends/crm/","uri":"/recommends/crm/","__typename":"BrandedArticlePrimarySectionIdFieldsFields"},"primaryTopic":{"name":"","primaryTopicId":-1},"relatedVideoId":"","relatedVideoType":"no_video","reviewedBy":{"funFactHeader":"","funFactValue":"","image":"https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=150","name":"Cassie Bottorff","role":"Editor, Business \u0026 Banking","shortIntro":"\u003cp\u003e\u003cspan style=\"font-weight: 400\"\u003eCassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business. \u003c/span\u003e\u003c/p\u003e\n","social":{"instaUrl":"","linkedinUrl":"https://www.linkedin.com/in/cassie-bottorff/","twitterUrl":"https://x.com/cassandra_glenn","__typename":"ReviewerSocialUrlsFields"},"uri":"/author/cassie-bottorff/"},"sectionNames":["CRM"],"sections":[{"name":"CRM","sectionId":447864433,"slug":"crm","__typename":"BrandedArticleClassificationSectionFieldsFields"}],"series":[],"showModifiedTimestamp":1,"socialDescription":"Learn about the top CRM solutions for businesses that help sales teams streamline business processes, collaborate, and drive retention and revenue.","socialTitle":"Need help choosing a CRM for your small business? Explore the 10 best CRM tools that help teams streamline their sales process.","stickyCta":null,"tagNames":["Best-of","no copyright"],"tags":[{"name":"Best-of","tagId":447854062,"__typename":"BrandedArticleClassificationTagFieldsFields"},{"name":"no copyright","tagId":447849520,"__typename":"BrandedArticleClassificationTagFieldsFields"}],"templateType":"landing_page","thumbnailUrl":"https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg","title":"The 10 best CRM systems for small businesses in November 2024","topicNames":[],"topics":[],"url":"https://fortune.com/recommends/crm/best-crm-for-smb/","videoId":null,"widgetCss":null},"articleData":{"adTags":[{"adtagname":"Low Intent","description":null,"slug":"low-intent"}],"audienceDek":"Explore the best CRM solutions that help small businesses collaborate and drive revenue.","authorNames":["Jess Pingrey"],"authors":[{"email":"","image":"https://fortune.com/img-assets/wp-content/uploads/2024/04/Jess-Pingrey-headshot.jpeg?w=150","name":"Jess Pingrey","sameAs":"","type":"Person","uri":"/author/jess-pingrey/","url":"https://fortune.com/author/jess-pingrey/","role":"Small Business Expert","funFactHeader":"","funFactValue":"","social":{"instaUrl":"","linkedinUrl":"https://www.linkedin.com/in/jess-pingrey-0a911843/","twitterUrl":"https://twitter.com/pingitup","__typename":"AuthorSocialUrlsFields"},"shortIntro":"\u003cp\u003e\u003cspan style=\"font-weight: 400\"\u003eJess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. \u003c/span\u003e\u003c/p\u003e\n","__typename":"Co-authors"}],"breadcrumbs":{"items":[{"label":"BUSINESS SOLUTIONS","link":"https://fortune.com/recommends/business/"},{"label":"CRM","link":"/recommends/crm/"},{"label":"10 BEST CRMS OF NOVEMBER 2024","link":""}]},"bypassPaywall":{"postBypassLinkEnabled":"","postBypassLinkUnique":""},"canonicalUrl":null,"channel":"CRM","content":"\u003cp\u003eCustomer relationship management (CRM) helps businesses streamline communications with customers and sales leads, store contact information, and collaborate with team members on prospects and clients. Our analysis of the best CRM systems that offer built-in features or integrations that allow companies to streamline sales, accounting, customer service, and marketing activities can help you find the right fit for your needs.\u0026nbsp;\u003c/p\u003e\u003cdiv class=\"paywall-selector\"\u003e\u003c/div\u003e\u003cdiv class=\"paywall\"\u003e\n\n\n\n\u003cdetails class=\"wp-block-details why-trust-us-widget is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhy trust Fortune Recommends\u003c/summary\u003e\n\u003cp\u003eOur editors are committed to bringing you unbiased ratings and information. Our editorial content is not influenced by advertisers. We use data-driven methodologies to evaluate financial products and companies, so all are measured equally. Read more about our \u003ca href=\"https://fortune.com/fortune-recommends-editorial-guidelines/\"\u003eeditorial guidelines\u003c/a\u003e and the \u003ca href=\"https://fortune.com/fortune-recommends-business-solutions-methodology/\"\u003ebusiness solutions methodology\u003c/a\u003e for the ratings below.\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003eMore than 20 providers compared\u003c/li\u003e\n\n\n\n\u003cli\u003eOver 600 data points collected\u003c/li\u003e\n\n\n\n\u003cli\u003e30+ years of combined experience in the CRM space\u003c/li\u003e\n\n\n\n\u003cli\u003e5 layers of fact-checking\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/details\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eThe 10 best CRM software of November 2024\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003eCRM provider\u003c/th\u003e\u003cth\u003eKey features\u003c/th\u003e\u003cth\u003eBase price\u003c/th\u003e\u003cth\u003eLearn more\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003e\u003cmark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-green-cyan-color\"\u003eFeatured partner\u003c/mark\u003e\u003cbr\u003e\u003cstrong\u003eBest for unlimited pipelines:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#monday\"\u003emonday.com\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustom dashboards with unlimited pipelines\u003c/td\u003e\u003ctd\u003e$15.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat monday.com\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cmark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-green-cyan-color\"\u003eFeatured partner\u003c/mark\u003e\u003cbr\u003e\u003cstrong\u003eMost user-friendly:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#zoho\"\u003eZoho CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustomizable integrations and clean interface\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Zoho CRM\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for scalability:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#hubspot\"\u003eHubSpot\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMany plan levels and endless integrations\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026amp;pub_param_1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat HubSpot\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eSimplest setup:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#apptivo\"\u003eApptivo\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eSales tools and robust integrations\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for small teams:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#freshsales\"\u003eFreshsales\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eLow-cost and easy to learn\u003c/td\u003e\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Freshsales\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for sales, marketing, and service:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#agile\"\u003eAgile CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eVersatile tools for multiple use cases\u003c/td\u003e\u003ctd\u003e$14.99 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for heavy inbox users:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#nimble\"\u003eNimble CRM\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eOne plan, powerful email capture tools\u003c/td\u003e\u003ctd\u003e$29.90 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for email and social tools:\u003c/strong\u003e\u003cbr\u003e\u003ca href=\"#constantcontact\"\u003eConstantContact\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMarketing functions for mass emails with customized templates\u003c/td\u003e\u003ctd\u003eStarting at $12.00 per month, based on the number of contacts who are sent emails\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Expert Market\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest for built-in calling:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#bitrix24\"\u003eBitrix 24\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eIntegrated VoIP, task management, and web builder\u003c/td\u003e\u003ctd\u003e$61.00 monthly for up to five users\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Bitrix 24\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eBest automation and reporting:\u003c/strong\u003e \u003cbr\u003e\u003ca href=\"#zendesk\"\u003eZendesk Sell\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eCustom call lists and bulk emails\u003c/td\u003e\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\u003ctd\u003e\u003ca href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"\u003eSee details\u003c/a\u003e\u003cbr\u003eat Zendesk\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003cfigcaption class=\"wp-element-caption\"\u003eThe 10 best CRM software platforms\u003c/figcaption\u003e\u003c/figure\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for unlimited pipelines: monday.com\u003c/h2\u003e\n\n\n\n\u003cp\u003ePerhaps best known for its task management platform, monday.com has also developed a powerhouse CRM and a product development manager. The CRM was released in summer 2022 and in just two years has helped the company garner more than 225,000 users.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-banner\"\u003eFEATURED PARTNER\u003c/div\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"monday\" class=\"card-title\"\u003emonday.com\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$15.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to two users\u003c/td\u003e\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/08/Recommends_Monday-CRM.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat monday.com\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content0-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003eCustomizable pipelines and dashboards are available on every paid plan (limited to one dashboard on the Basic Plan)\u003c/li\u003e\r\n\u003cli\u003eSales reports are not available until subscribing to the Pro Plan or above\u003c/li\u003e\r\n\u003cli\u003eCollaborate on shared Docs on all paid plans, but a document library is only available on the Enterprise Plan\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers\u003c/li\u003e\r\n\u003cli\u003eEmail integration is not available until the Standard Plan or above\u003c/li\u003e\r\n\u003cli\u003eCalling integration is not available until subscribing to the Standard Plan or above\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003emonday.com Basic Sales CRM Plan offers 24/7 customer support via live chat and email. Users can also request a phone call via the monday.com help center page. The provider also offers daily live webinars and a self-serve knowledge base. Enterprise Plan subscribers have access to a dedicated customer success manager.\u003c/div\u003e\r\n\u003ca class=\"button-mobile\"https://appwiki.nl/link/brand/on8ocbHTUmPOBRtD5POFQOtAJUWSNCWV?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat monday.com\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eMonday.com is our pick for companies seeking a user-friendly CRM with unlimited customizable pipelines. It stands out for its visually appealing and intuitive interface, allowing easy workflow and pipeline customization. The software excels at project management, task tracking, and team collaboration, allowing businesses to create tailored workflows that match their unique processes. The ability to create unlimited boards and pipelines makes it an excellent choice for businesses with complex sales processes.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUnlimited customizable pipelines, boards, and documents\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eWeb forms for capturing leads\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCustomizable notifications\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks lead and deal management features\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to 5GB storage per user\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo two-way email integration with Gmail or Outlook on the Basic CRM Plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest monday.com plan for SMBs: Basic\u003c/h3\u003e\n\n\n\n\u003cp\u003emonday.com’s Basic CRM plan works well for many small businesses because it offers competitively priced basic features that fit the needs of teams that don’t need many bells and whistles and value unlimited pipelines and boards. However, organizations that need more built-in integrations, sales automation, lead and deal management, and AI tools will need to upgrade to at least the Standard plan for $20.00 per user monthly, which is still a reasonable price for most companies.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/monday-crm-review/\"\u003emonday.com review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;monday.com isn’t only for managing clients. As a managing editor for a larger organization, I found it extremely useful for project management. Plus, it has a robust, intuitive mobile app that makes it easy to manage projects on the go.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/jess-pingrey/\"\u003eJess Pingrey\u003c/a\u003e, Fortune Recommends contributor\u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee monday.com plans \u0026amp; pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing, per seat per month (minimum of 3 seats)\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eBasic\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eUnlimited custom pipelines\u003cbr\u003eUnlimited contacts\u003cbr\u003eUnlimited boards\u003c/td\u003e\u003ctd\u003e$15.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAI email generator\u003cbr\u003e250 custom CRM automations per month\u003cbr\u003eQuotes and invoices\u003c/td\u003e\u003ctd\u003e$20.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePro\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eSales forecasting\u003cbr\u003eSales analytics\u003cbr\u003e25,000 custom CRM automations per month\u003c/td\u003e\u003ctd\u003e$33.00\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eLead scoring\u003cbr\u003eTeam goals\u003cbr\u003eHIPAA compliance\u003c/td\u003e\u003ctd\u003eCustom pricing\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eMost user-friendly: Zoho CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003ePerhaps the platform on our list with the lowest barrier of entry, Zoho CRM is one of many products offered in the Zoho cloud software suite. Users looking for a one-stop shop may appreciate the opportunity to bundle their CRM with marketing, accounting, and VoIP tools such as \u003ca href=\"https://fortune.com/recommends/voip/zoho-voice-review/\"\u003eZoho Voice\u003c/a\u003e.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-banner\"\u003eFEATURED PARTNER\u003c/div\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"zoho\" class=\"card-title\"\u003eZoho CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month*\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates available with annual subscription\" data-tooltip=\"*Reduced rates available with annual subscription\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e15 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes*\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*For up to three users\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zoho-logo.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Zoho CRM\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label0-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eSales and marketing automation tools\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline management board which can be customized for individual user preferences\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eBuilt-in analytics and reporting features\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eDocument management library\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eOpen application programming interface (API) and developer library\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eIntegrates with voice-over-internet-protocol) software for streamlined calling\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eIntegration with email applications\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eRobust mobile app\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eZoho CRM offers ample customer support to assist in the ways each customer prefers. Their support team offers live chat and phone support as well as a knowledge base to look for answers to common questions. Phone support is offered eight hours per day Monday through Friday. Additionally, Zoho offers onboarding sessions to help teams get started and set up the CRM system for their specific use cases.\u003c/div\u003e\r\n\u003ca class=\"button-mobile\" href=\"https://appwiki.nl/link/brand/z2kH7WXAVssLh1toMid2demNE3byzBRH?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Zoho CRM\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eZoho offers a powerful CRM system that balances functionality and affordability. It offers a user-friendly interface with customizable pipelines and robust automation capabilities, plus a vast library of integrations that allow seamless connectivity with the company’s own software and numerous third-party apps. Whether you need contact management, lead scoring, or sales forecasting, its mobile app ensures on-the-go access while multichannel communication features streamline customer interactions across email, social media, and telephony.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCompetitive per-user pricing\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 100 customizable email templates\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 10 custom dashboards\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo access to artificial intelligence (AI) tools until higher-priced plans\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eInterface can be overwhelming for novice users\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo sales forecasting features until the Enterprise plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Zoho CRM plan for SMBs: Standard\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Standard plan tops our list due to its competitive pricing, robust feature set, excellent customer service and onboarding, and broad list of integrations and customizations. However, teams specifically looking for AI features will need to upgrade to the Enterprise plan.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/zoho-crm-review/\"\u003eZoho CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Zoho CRM plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003cth\u003eFree Trial or Plan Available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree plan\u003c/td\u003e\u003ctd\u003eFree for up to three users\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003e3 organization emails\u003cbr\u003eSales and marketing automation tools\u003cbr\u003eDocument library\u003cbr\u003eStandard reports\u003cbr\u003e10 custom email templates\u003cbr\u003e1GB file storage for the organization\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard plan\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e50 organization emails\u003cbr\u003eSupports up to five currencies\u003cbr\u003eEmail integration\u003cbr\u003eUp to 10 custom lead scoring rules\u003cbr\u003eUp to 100 custom reports\u003cbr\u003e10 custom dashboards\u003cbr\u003eUp to 250 mass emails per day\u003cbr\u003e100 custom email templates\u003cbr\u003eZoho Meetings integration\u003cbr\u003eGoogle calendar integration\u003cbr\u003eUp to 5 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eProfessional plan\u003c/td\u003e\u003ctd\u003e$35.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e75 organization emails\u003cbr\u003eSupports up to 10 currencies\u003cbr\u003eUp to 20 custom lead scoring rules\u003cbr\u003eMotivator tool for sales gamification\u003cbr\u003eUnlimited custom reports\u003cbr\u003eUnlimited custom dashboards\u003cbr\u003eUp to 500 mass emails per day\u003cbr\u003eUnlimited custom email templates\u003cbr\u003eInventory management tools\u003cbr\u003eCustomer service tools\u003cbr\u003eUp to 10 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise plan\u003c/td\u003e\u003ctd\u003e$50.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes, 15 days\u003c/td\u003e\u003ctd\u003e500 organization emails\u003cbr\u003eSales territory forecasting\u003cbr\u003eSupports up to 25 currencies\u003cbr\u003eUp to 30 custom lead scoring rules\u003cbr\u003eAnomaly detector\u003cbr\u003eUp to 1,000 mass emails per day\u003cbr\u003eZIA AI tool for scoring, recommendations, and email and call summaries\u003cbr\u003eUp to 20 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eUltimate plan\u003c/td\u003e\u003ctd\u003e$65.00 per user, per month\u003c/td\u003e\u003ctd\u003eYes; 15 days\u003c/td\u003e\u003ctd\u003e500 organization emails\u003cbr\u003eSupports up to 50 currencies\u003cbr\u003eUp to 50 custom lead scoring rules\u003cbr\u003eUp to 2,000 mass emails per day\u003cbr\u003eZIA AI tool for scoring, recommendations, and email and call summaries\u003cbr\u003eUp to 50 CRM Marketplace extensions\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for scalability: HubSpot\u003c/h2\u003e\n\n\n\n\u003cp\u003eHubSpot is a titan of the CRM industry, well-known by sales teams and marketers alike. The company was founded in 2006 and boasts over 228,000 customers in over 130 countries. The platform offers solutions for both small businesses and enterprise customers.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"hubspot\" class=\"card-title\"\u003eHubSpot\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003eNone\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to five users\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/HubSpot.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026#038;pub_param_1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat HubSpot\u003c/p\u003e\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 1 --\u003e \u003cinput id=\"control0-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content0-[ID]\" /\u003e \u003clabel id=\"label0-[ID]\" tabindex=\"0\" role=\"button\" for=\"control0-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label0-[ID]\"\u003e\r\n\u003cli\u003ePipeline management dashboard is included but cannot be customized for users until upgrade to the Professional plan\u003c/li\u003e\r\n\u003cli\u003eUp to 10 reporting dashboards with 10 reports per dashboard\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers with integration guides\u003c/li\u003e\r\n\u003cli\u003eEmail integration for Gmail, Outlook, and Microsoft Exchange\u003c/li\u003e\r\n\u003cli\u003eHundreds of app integrations\u003c/li\u003e\r\n\u003cli\u003eSales automation features that can trigger tasks and email notifications, with advanced workflows in higher-tier plan\u003c/li\u003e\r\n“HubSpot has many workflows we can set up, which ensures no lead falls through the cracks,” says Ultan O\u0026#8217;Callaghan, CEO at Thooja. “For example, if someone contacts us through our website, we can easily set up a workflow to ensure they are contacted by sales rep.”\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c!-- /wp:list-item --\u003e\u003c!-- /wp:list --\u003e\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eHubSpot’s Sales Hub Starter Plan offers email support and a comprehensive knowledge base, HubSpot Academy to learn about its rich feature set, and HubSpot Community to learn from other users. Professional Plan users gain access to phone support.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile\"https://funnel.naturaltracking.com/v4?key=qjVYdqwts1DvWZWp58Pf\u0026#038;pub_param_1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat HubSpot\u003c/p\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eHubSpot’s Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. However, companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Professional plan, which is expensive at $90 per user monthly.\u0026nbsp;\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSupports up to one million sales products and 5,000 documents\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLive chat and Facebook Messenger integration\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 5,000 email templates\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to one shared inbox\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to one HubSpot-provided phone number\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks automated sequences or workflows until higher-priced plans\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest HubSpot plan for SMBs: Sales Hub Starter\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Sales Hub Starter Plan gives sales and marketing professionals the option to choose which plans fit their needs. They have a wide range of integrations that make it easy to streamline business processes. Companies that need fully customizable workflows, lead scoring, and custom reporting need to upgrade to the Sales Hub Professional plan, which may be prohibitively expensive at $100.00 monthly per user.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more: \u003c/strong\u003eread our \u003ca href=\"https://fortune.com/recommends/crm/hubspot-crm-review/\"\u003eHubspot CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee HubSpot plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eN/A\u003c/td\u003e\u003ctd\u003eContact management\u003cbr\u003eDeal pipeline\u003cbr\u003eMeeting scheduling\u003cbr\u003eShared inbox\u003cbr\u003eConversational bots\u003cbr\u003eEmail scheduling\u003cbr\u003eEmail reply tracking\u003cbr\u003eGmail, Outlook, and Microsoft integrations\u003c/td\u003e\u003ctd\u003e$0 (up to five users)\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Starter\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll features on HubSpot Free plus:\u003cbr\u003eSales automation\u003cbr\u003eSales content analytics\u003cbr\u003eAutomated task queues\u003cbr\u003eTeam performance measurements\u003cbr\u003eHubSpot-provided phone numbers\u003cbr\u003eDigital signatures\u003cbr\u003eConversation routing\u003cbr\u003eMulticurrency support\u003cbr\u003eTask and deal notifications\u003cbr\u003eTask calendar sync\u003cbr\u003ePayments\u003c/td\u003e\u003ctd\u003e$20.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Professional\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll Sales Starter features plus:\u003cbr\u003eProspecting and lead management\u003cbr\u003eSales forecasting\u003cbr\u003eCustom reporting and analytics\u003cbr\u003eCustomizable playbooks\u003cbr\u003eCall transcriptions\u003cbr\u003eCoaching playlists\u003cbr\u003eAccount-based marketing (ABM) tools and automation\u003cbr\u003eContact scoring\u003cbr\u003eVideo messaging\u003cbr\u003eWorkflow extensions\u003cbr\u003eAutomated sequences (outreaches, follow-ups, and tasks)\u003c/td\u003e\u003ctd\u003e$100.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSales Enterprise\u003c/td\u003e\u003ctd\u003e14 days\u003c/td\u003e\u003ctd\u003eAll Sales Enterprise features plus:\u003cbr\u003ePredictive lead scoring\u003cbr\u003eRecurring revenue tracking\u003cbr\u003eDeal journey analytics\u003cbr\u003eLead form routing\u003cbr\u003eAdvanced permissions\u003cbr\u003eSingle sign-on (SSO)\u003cbr\u003eField-level and advanced permissions\u003cbr\u003eConversation intelligence (insights on customer calls)\u003c/td\u003e\u003ctd\u003e$150.00 per month, per seat\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for simple setup: Apptivo\u003c/h2\u003e\n\n\n\n\u003cp\u003eApptivo was founded in 2009 and in 15 years has grown to be used by more than 150,000 companies in nearly 200 countries. The platform has plenty of features on its own, but also plays well with others and enables hundreds of integrations with third-party platforms to streamline processes.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"apptivo\" class=\"card-title\"\u003eApptivo\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e30 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Apptivo.jpg?w=300\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003ePipeline management board is included, which can be customized for each user’s preferences\u003c/li\u003e\r\n\u003cli\u003eEmail integration via Internet message access protocol (IMAP) as well as email templates, open, and click tracking\u003c/li\u003e\r\n\u003cli\u003eVoice-over-internet-protocol integration with providers such as RingCentral and API calls\u003c/li\u003e\r\n\u003cli\u003eReferral tracking to see where leads come from\u003c/li\u003e\r\n\u003cli\u003eUp to 25 workflows per account\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eApptivo’s Lite plan offers customer support via email, phone, live chat, knowledge base, how-to videos, webinars, and training support. On the Lite plan, phone support is available 24/5 and live chat is offered 24/7.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eApptivo made our list of the best CRM software because it offers an easy-to-use platform for all users, a wide range of integrations, and exceptional customer support features. Its intuitive interface requires minimal training, making it easy for teams to onboard and start using the platform. It offers robust contact and lead management, customizable pipelines, and powerful reporting tools. A key component of Apptivo\u0026#8217;s strength lies in its extensive integration options, as it can connect with over 1200 third-party applications. This flexibility allows businesses to create a tailored ecosystem that aligns with their specific needs.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eVast library of integrations\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUser-friendly mobile apps\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMultiple sales pipelines\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNo free forever plan available\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLimited to 18 integrations in the Lite Plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks e-commerce and marketing automation tools in the Lite Plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Apptivo plan for SMBs: Lite\u003c/h3\u003e\n\n\n\n\u003cp\u003eApptivo Lite stands out for its simplicity and powerful integration capabilities. It provides essential CRM features at an affordable price point, including email marketing, project management, and invoicing capabilities, which makes it a versatile choice for small businesses looking to streamline their operations. Keep in mind, though, that teams in need of e-commerce tools, email sequences, and marketing automation will have to subscribe to the Premium plan or above.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our \u003ca href=\"https://fortune.com/recommends/crm/apptivo-review/\"\u003eApptivo review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Apptivo plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eLite\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e18 connected apps\u0026nbsp;\u003cbr\u003e24 automated workflows\u003cbr\u003eEight customizable dashboards\u003c/td\u003e\u003ctd\u003e$20.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePremium\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e46 connected apps\u0026nbsp;\u003cbr\u003e75 automated workflows\u003cbr\u003e25 customizable dashboards\u003cbr\u003eTrack and manage ecommerce products\u003c/td\u003e\u003ctd\u003e$30.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eUltimate\u003c/td\u003e\u003ctd\u003eYes, 30 days\u003c/td\u003e\u003ctd\u003e57 connected apps\u0026nbsp;\u003cbr\u003e150 automated workflows\u003cbr\u003e50 customizable dashboards\u003cbr\u003eAutomated marketing email sequences\u003c/td\u003e\u003ctd\u003e$50.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003e65 connected apps\u0026nbsp;\u003cbr\u003e300 automated workflows\u003cbr\u003e100 customizable dashboards\u003cbr\u003eGoogle Maps integration\u003c/td\u003e\u003ctd\u003eCustom pricing\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for small teams: Freshsales\u003c/h2\u003e\n\n\n\n\u003cp\u003eFreshsales CRM is part of the Freshworks software suite, which means businesses may find solutions for more than just sales and marketing needs here. The price is one of the most affordable on our list, even offering a free plan for very small teams.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"freshsales\" class=\"card-title\"\u003eFreshsales\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e21 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to three users\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Freshsales_Logo_Table.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/kARXxE7gnqaA4mGfyXykLgCj72rWcEiu?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Freshsales\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline management dashboard, which can be customized on higher-tier plans\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eBasic reporting and analytics―advanced reporting is available on higher-tier plans\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eTwo-way email sync\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eSocial media integrations with short message service (SMS), Facebook, WhatsApp, Line Messenger, and Google Business messages\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eMobile iOS and Android apps\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eFreshsales offers 24/5 support for all plan tiers via phone, email, and live chat. They also offer a robust knowledge base with how-to articles and the ability to file support tickets.\u003c/div\u003e\r\n\u003ca class=\"button-mobile \" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Freshsales\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eFreshsales is our pick for smaller teams needing an easy-to-learn, cost-effective CRM solution. It offers an intuitive interface with AI-powered insights, making it accessible for CRM novices. Users will find comprehensive tools for contact management, lead scoring, and pipeline visualization, as well as built-in phone and email tracking features that enhance communication efficiency.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eOn the Pro plan and above, Freshsales provides robust automation capabilities, allowing teams to streamline repetitive tasks and focus on high-value activities. The Growth plan.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUser-friendly mobile apps\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmail templates\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eBuilt-in native phone application\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eDoes not offer multiple sales pipelines on entry-level plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks advanced workflows on entry-level plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Freshsales plan for SMBs: Growth\u003c/h3\u003e\n\n\n\n\u003cp\u003eFreshsales’ Growth Plan made our list of the top CRMs for small businesses because it’s a low-cost option built to support smaller teams as they scale. It includes essential features such as workflow automation, custom reports, and multiple sales pipelines, offering a balanced mix of functionality and affordability.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eWhen your team grows to the point they need advanced workflows and reporting tools or multiple sales pipelines, it will be time to upgrade to a higher-priced plan. Thankfully, Freshsales gives you the ability to scale with the growth of your business, making it an excellent choice for businesses that anticipate expanding their CRM needs over time.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;Working with a nonprofit means working on a tight budget. Thankfully, Freshsales and its companion tools from Freshworks make it easy to keep track of donors and keep them engaged. I\u0026#8217;ve been able to leverage the Growth plan to see at-a-glance the last time someone donated to our organization and when I should reach out again, and I can do all of that without breaking the bank.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/cassie-bottorff/\"\u003eCassie Bottorff\u003c/a\u003e, Editor at Fortune Recommends \u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Freshsales plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree Trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eAccount and contact management\u003cbr\u003eDeal management\u003cbr\u003eBuilt-in phone and live chat\u003c/td\u003e\u003ctd\u003e$0\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eGrowth\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eVisual \u003ca href=\"https://fortune.com/recommends/crm/what-is-a-sales-pipeline\"\u003esales pipeline\u003c/a\u003e\u003cbr\u003eIntegration with short message service (SMS), WhatsApp, Facebook Messenger, and Google Business messages\u003cbr\u003e20 basic workflows\u003c/td\u003e\u003ctd\u003e$11.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003ePro\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003e10 sales pipelines\u003cbr\u003e50 basic workflows and 50 advanced workflows\u003cbr\u003eAccess to Freddy AI insights\u003c/td\u003e\u003ctd\u003e$47.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eAI-powered forecasting insights\u003cbr\u003e10 custom modules\u003cbr\u003eProfiles automatically enriched with public information\u003c/td\u003e\u003ctd\u003e$71.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for streamlined sales, marketing, and service: Agile CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003eAs the name might imply, Agile CRM is a versatile product that can serve multiple needs. It has a smaller customer base than some of its competitors, at only 20,000 users, but its team prides itself on building a powerful product specifically designed for small businesses.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"agile\" class=\"card-title\"\u003eAgile CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$14.99 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003enone\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, for up to 10 users\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual and biannual contracts\" data-tooltip=\"*For up to three users\"\u003e \u003c/div\u003e\r\n\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Agile-CRM.png\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\u003cli\u003eCustomizable pipeline dashboard to meet user’s needs and preferences\u003c/li\u003e\r\n\u003cli\u003eComprehensive reports for deals, tasks, and sales revenue\u003c/li\u003e\r\n\u003cli\u003eStore unlimited deals, tasks, and documents\u003c/li\u003e\r\n\u003cli\u003eAbility to make and receive phone calls in the browser with session initiation protocol (SIP) telephony\u003c/li\u003e\r\n\u003cli\u003eOpen API for developers\u003c/li\u003e\r\n\u003cli\u003eEmail integration with IMAP\u003c/li\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eAgile CRM offers 24/5 customer support via email and phone. Starter Plan users have access to a knowledge base to search for answers to commonly asked questions. \u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eAgile CRM provides a low-cost CRM solution for companies that need a comprehensive sales, marketing, and service platform. It particularly shines for offering marketing automation features for a low price point. However, teams looking for more robust customer service, such as a dedicated account representative or an onboarding coach must subscribe to the Enterprise plan.\u0026nbsp;\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eStore up to 10,000 companies and contacts\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLead scoring in every plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSales, marketing, and service features included\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eSocial monitoring not included until higher-tier plans\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003eStarter \u003cspan style=\"font-weight: 400;\"\u003eplan is limited to five automation triggers\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks mobile marketing features are not available until the Regular plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Agile CRM plan for SMBs: Starter\u003c/h3\u003e\n\n\n\n\u003cp\u003eWhile Agile CRM’s free plan gets things off to a decent start, we’d suggest going ahead and signing up for the Starter plan. It has an affordable rate of $14.99 monthly per user and once you’re ready to commit, you can cut that price nearly in half by signing up for a two-year term. On this plan you’ll have access to the vast majority of tools you’d expect from a more expensive platform, including form builders, automation tools, and email campaigns.\u003c/p\u003e\n\n\n\n\u003cp\u003eTeams should consider upgrading to the Regular plan if they exceed the number of workflows allowed on the Starter plan, and to the Enterprise plan if looking for more robust customer service, such as a dedicated account representative or an onboarding coach.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e read our \u003ca href=\"https://fortune.com/recommends/crm/agile-crm-review/\"\u003eAgile CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Agile CRM plans and pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial or plan available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing per user, per month\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eFree\u003c/td\u003e\u003ctd\u003eYes\u003c/td\u003e\u003ctd\u003eUnlimited deals, tasks, and documents\u003cbr\u003eAppointment scheduling\u003cbr\u003eLead scoring\u003c/td\u003e\u003ctd\u003e$0\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStarter\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eEmail campaigns\u003cbr\u003eMarketing automation\u003cbr\u003eLanding page builder\u003c/td\u003e\u003ctd\u003e$14.99 per user\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eRegular\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003eHelpdesk\u003cbr\u003eCanned responses\u003cbr\u003eCreate service groups\u003c/td\u003e\u003ctd\u003e$49.99 per user\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eNo\u003c/td\u003e\u003ctd\u003e50-plus integrations\u003cbr\u003eSyncs with Stripe, Shopify, and Google\u003cbr\u003eBasic reports\u003c/td\u003e\u003ctd\u003e$79.99 per user\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for heavy inbox users: Nimble CRM\u003c/h2\u003e\n\n\n\n\u003cp\u003eWith its own roots as a small business, Nimble understands the struggles of entrepreneurs more than some. A straightforward price point is just one way that Nimble seeks to make itself accessible to its user base.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"nimble\" class=\"card-title\"\u003eNimble CRM\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$29.90 per user, per month\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e\u003c/div\u003e\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Nimble-Logo-blue.jpg\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUnlimited, customizable pipelines and vertical industry deal templates\u003c/li\u003e\r\n \t\u003cli\u003eUnlimited email templates\u003c/li\u003e\r\n \t\u003cli\u003eIndividual and team reports\u003c/li\u003e\r\n \t\u003cli\u003e2GB of storage per user with the option to upgrade storage in 10GB increments for an additional $10 monthly\u003c/li\u003e\r\n \t\u003cli\u003eMicrosoft and Google email, calendar, and contact sync\u003c/li\u003e\r\n \t\u003cli\u003eOver 20 custom widgets for user dashboards\u003c/li\u003e\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eNimble offers exceptional customer support with live chat, email, a knowledge base, and free 1:1 phone calls. They even offer daily live Q\u0026amp;A sessions and weekly training webinars to support users.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eNimble CRM keeps things simple with one pricing tier that provides nearly everything a sales professional needs. It works within users\u0026#8217; existing email platforms, making it exceptionally user-friendly for those who spend most of their time in their inbox. The software offers robust contact management, deal tracking, and task management capabilities. While it may lack some advanced marketing automation features, Nimble provides a comprehensive view of customer interactions across multiple channels, making it ideal for businesses that prioritize relationship-building and personalized communication.\u003c/p\u003e\n\n\n\n\u003cp\u003eWhile it isn’t the cheapest provider on our list and some integrations cost extra, its customers praise its AI functionality and say the software is very user-friendly. Teams looking for more robust marketing tools should consider a different provider, such as HubSpot or Zoho CRM.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eOffers unlimited customizable workflows\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to 1,000 custom fields\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eNimble Prospector browser extension to create and edit contact records\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMore expensive than some other options on our list\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eVoIP phone system integration is an extra cost\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eMost third-party integrations require an extra cost\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/nimble-crm-review/\"\u003eNimble CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for email and social tools: Constant Contact\u003c/h2\u003e\n\n\n\n\u003cp\u003eWell known for its email marketing tools, Constant Contact also offers a CRM platform that works hand-in-hand with its lead generation tools to help sales teams contact more customers and close more deals.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"constantcontact\" class=\"card-title\"\u003eConstant Contact\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003eCustom pricing required\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e30 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/ConstantContact.png\" /\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003cdiv class=\"card-area-4\"\u003e\r\n\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003ePipeline dashboard can be customized for each user\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eReach and engagement reporting for email campaigns\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eOpen API for developers to generate keys for the CRM\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eGmail and Office 365 email integration\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli\u003eAutomated welcome emails\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eConstant Contact users have access to support via live chat, a self-service knowledge base, and phone. Chat is available Monday through Friday from 3 a.m. to 8 p.m. Eastern time. Phone support hours vary by department Monday through Saturday. Constant Contact also offers video tutorials and free webinars.\u003c/div\u003e\r\n\u003ca class=\"button-mobile \" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer \u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\u003c/section\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eConstant Contact made our list because it’s a powerful option for companies to manage leads, engage prospects with email tools, and track revenue. Drag-and-drop email tools and customizable templates make it easy to build powerful campaigns with clear lead scoring and reports organized on an intuitive sales pipeline.\u003c/p\u003e\n\n\n\n\u003cp\u003eTeams that need the ability to schedule email sends, conduct A/B testing, put dynamic content in emails, and create advanced automations may require upgrading to more advanced tiers of service. Interested customers must reach out to a sales representative to discuss their needs and get a custom quote.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003e30-day money-back guarantee\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eDiscounted rates for nonprofits\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eAI content recommendations\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCRM pricing requires a custom quote, making it hard for SMBs to quickly determine if it\u0026#8217;s in the budget\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e\u0026nbsp;Read our\u0026nbsp;\u003ca href=\"https://fortune.com/recommends/crm/constant-contact-crm-review/\"\u003eConstant Contact CRM review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest for built-in calling: Bitrix24\u003c/h2\u003e\n\n\n\n\u003cp\u003eBitrix24 was founded in the late 2000s by a team focused on improving communication while building collaboration. The result? A powerful CRM tool that is now used by millions around the world.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"bitrix24\" class=\"card-title\"\u003eBitrix24\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$61.00 monthly for up to five users\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e15 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?:\u003c/td\u003e\r\n\u003ctd\u003eYes, with limited features\r\n\u003cdiv tabindex=\"0\" role=\"tooltip\" aria-label=\"*Reduced rates are available for annual contracts\" data-tooltip=\"*Reduced rates are available for annual contracts\"\u003e\u003c/div\u003e\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Bitrix24.jpeg\" /\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUp to five pipeline dashboards with the ability to make custom fields\u003c/li\u003e\r\n \t\u003cli\u003eUp to 100,000 leads, deals, contacts, or companies in sales intelligence reports\u003c/li\u003e\r\n \t\u003cli\u003eAbility to store and video documents, but collaborative editing is not available until the Standard Plan\u003c/li\u003e\r\n \t\u003cli\u003eEmail integration with Gmail, Outlook, iCloud, Office365, Exchange, Yahoo, and AOL\u003c/li\u003e\r\n \t\u003cli\u003eIntegration with popular VoIP systems like RingCentral, Vonage, and GoTo Connect\u003c/li\u003e\r\n \t\u003cli\u003eProduct catalog with up to 3,000 products and the ability to process payments in the CRM\u003c/li\u003e\r\n\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eBitrix24 offers excellent customer support for all paid plan subscribers. Support avenues include online training via built-in tooltips throughout the platform, video tutorials, webinars, and live chat. However, phone support is not available.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eBitrix24 Basic is our recommendation for small teams needing a comprehensive flat-rate CRM with excellent built-in communication tools. Users can save money on a separate VoIP system with its integrated chat, video calls, and a built-in phone system. While the interface may have a steeper learning curve due to its extensive feature set, it provides exceptional value for teams looking for an all-in-one business management solution. Plus, the generous 15-day free trial gives new users a chance to check things out before making a commitment.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\n\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUnlimited built-in phone calls, including video calls\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eCompetitive pricing for small teams\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eStore an unlimited number of deals\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eBasic plan only supports up to five users\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnly 24GB of storage for the organization\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks custom fields in tasks and projects\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Bitrix24 plan for SMBs: Basic\u003c/h3\u003e\n\n\n\n\u003cp\u003eThe Basic plan made our list due to its extensive list of document storage tools, task management, and calling features. While you can’t do screen sharing without upgrading, this is still a solid foundation for growing teams that plan to scale as they grow. Users may also benefit from the HR tools included in this plan, potentially eliminating the need for a separate service in that department.\u003c/p\u003e\n\n\n\n\u003cp\u003eFor improved collaboration features, the Standard Plan is still affordable at $124.00 for up to 50 users and the Professional plan supports up to 100 users for $249.00 monthly. However, teams who don’t need e-commerce tools or use another tool for phone and video calls may want to choose a different platform where you can pay per user and have a bit more control over the feature set.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more:\u003c/strong\u003e read our \u003ca href=\"https://fortune.com/recommends/crm/bitrix24-review/\"\u003eBitrix24 review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Bitrix24 plans and pricing\u003c/summary\u003e\n\u003cp\u003eUnlike others on our list, Bitrix24 doesn\u0026#8217;t charge per user. Instead, businesses pay one flat rate that covers everyone, up to the maximum number of users permitted on that plan level.\u003c/p\u003e\n\n\n\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree Trial or Plan Available?\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eBasic\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e24GB\u003cbr\u003eIncludes 5 users\u003cbr\u003e1 account administrators\u003cbr\u003eCollaboration, tasks and projects, CRM, Bitrix24 sign, drive, contact center, website builder, and online store\u003c/td\u003e\u003ctd\u003e$61.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eStandard\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e100GB\u003cbr\u003eIncludes 50 users\u003cbr\u003e5 account administrators\u003cbr\u003eEverything in Basic plan plus; segment-based email marketing, online documents, and administration\u003c/td\u003e\u003ctd\u003e$124.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eProfessional\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e1,024GB\u003cbr\u003eIncludes 100 users\u003cbr\u003e10 account administrators\u003cbr\u003eEverything in Standard plus sales intelligence, workflow automation, and human resources (HR)\u003c/td\u003e\u003ctd\u003e$249.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eEnterprise\u003c/td\u003e\u003ctd\u003eYes; 15-day free trial and free forever plan\u003c/td\u003e\u003ctd\u003e3TB\u003cbr\u003eIncludes 250 users\u003cbr\u003e25 account administrators\u003cbr\u003eEverything in Professional plus unlimited branch accounts, high-performance enterprise cluster, and encryption at rest.\u003c/td\u003e\u003ctd\u003e$499.00 per organization, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\n\n\n\u003cp\u003e\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eBest automation and reporting: Zendesk Sell\u003c/h2\u003e\n\n\n\n\u003cp\u003eA relative newcomer in the space, Zendesk Sell only launched in 2018. But with the backing of the larger Zendesk brand behind it, and a hefty $10 billion investment in 2022, it has quickly grown to service the needs of more than 100,000 customers in over 150 countries.\u003c/p\u003e\n\n\n\u003cdiv class=\"product-card-inline-wrapper\"\u003e\r\n\u003cdiv class=\"card-area-1\"\u003e\r\n\u003ch3 id=\"zendesk\" class=\"card-title\"\u003eZendesk Sell\u003c/h3\u003e\r\n\u003csection class=\"card-description\"\u003e\r\n\u003ctable\u003e\r\n\u003ctbody\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eBase price:\u003c/td\u003e\r\n\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree trial length:\u003c/td\u003e\r\n\u003ctd\u003e14 days\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003ctr\u003e\r\n\u003ctd\u003eFree plan available?\u003c/td\u003e\r\n\u003ctd\u003eNo\u003c/td\u003e\r\n\u003c/tr\u003e\r\n\u003c/tbody\u003e\r\n\u003c/table\u003e\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003cdiv class=\"card-image card-area-2\"\u003e\u003cimg decoding=\"async\" class=\"alignnone wp-image-3836333 size-medium\" src=\"https://fortune.com/img-assets/wp-content/uploads/2024/05/Recommends_Zendesk_Sell_Logo.png\"/\u003e\u003c/div\u003e\r\n\r\n\u003cdiv class=\"card-area-3\"\u003e\u003ca class=\"button-desktop\" href=\"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=3879746\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\u003c/div\u003e\r\n\r\n\r\n\u003cdiv class=\"card-area-4\"\u003e\u003csection class=\"card-accordion two-pannels\" role=\"tablist\"\u003e\r\n\u003c!-- pannel 2 --\u003e \u003cinput id=\"control1-[ID]\" role=\"tab\" checked=\"checked\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content1-[ID]\" /\u003e \u003clabel id=\"label1-[ID]\" tabindex=\"0\" role=\"button\" for=\"control1-[ID]\"\u003eAdditional features\u003c/label\u003e\r\n\u003cdiv id=\"content1-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label1-[ID]\"\u003e\r\n\r\n\r\n \t\u003cli\u003eUp to two customizable sales pipelines\u003c/li\u003e\r\n \t\u003cli\u003ePrebuilt sales dashboards are available on the Team Plan and advanced reporting is included on the Growth Plan and up\u003c/li\u003e\r\n \t\u003cli\u003eUp to 2GB of document storage for each user\u003c/li\u003e\r\n \t\u003cli\u003eOpen API for developers on all plans with public apps and integrations\u003c/li\u003e\r\n \t\u003cli\u003eEmail and calendar integrations with common providers\u003c/li\u003e\r\n \t\u003cli\u003eIntegrated calling with Sell Voice\u003c/li\u003e\r\n\r\n\r\n\u003c/div\u003e\r\n\u003c!-- pannel 3 --\u003e \u003cinput id=\"control2-[ID]\" role=\"tab\" name=\"accordion-pannel-[ID]\" type=\"radio\" aria-controls=\"content2-[ID]\" /\u003e \u003clabel id=\"label2-[ID]\" tabindex=\"0\" role=\"button\" for=\"control2-[ID]\"\u003eCustomer Support\u003c/label\u003e\r\n\u003cdiv id=\"content2-[ID]\" class=\"card-accordion-panel\" role=\"tabpanel\" aria-labelledby=\"label2-[ID]\"\u003eZendesk Sell offers support for subscribers via a Help Center with onboarding guides, frequently asked questions (FAQs), videos, and a user community. They also have chatbots that can answer questions within the platform which can connect users to a live agent if needed.\u003c/div\u003e\r\n\r\n\u003ca class=\"button-mobile \"https://appwiki.nl/link/brand/byEnE18GwNm6pIsxWfKpkK2gq87nt8gd?sub1=[dynamic]post-id[/dynamic]\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"\u003eView Offer\r\n\u003c/a\u003e\r\n\u003cp class=\"cta-caption\"\u003eat Expert Market\u003c/p\u003e\r\n\r\n\u003c/section\u003e\u003c/div\u003e\r\n\u003c/div\u003e\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eWhy we picked it:\u003c/h3\u003e\n\n\n\n\u003cp\u003eZendesk Sell is a streamlined CRM platform designed to boost sales productivity and revenue through its robust reporting tools. Lovers of emergent tech tools will appreciate its AI-powered forecasting, and companies that want to streamline processes will appreciate the built-in calling system that negates the need for a separate VoIP service.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eAs one would expect by the name, the CRM platform seamlessly integrates with Zendesk\u0026#8217;s customer service software, providing a unified view of customer interactions. While it may have limited customization options compared to some competitors, its user-friendly interface and strong mobile experience make it an excellent fit for many sales teams. And if the software doesn’t offer a native solution for your team’s needs, chances are there’s a compatible third-party integration that can get the job done.\u003c/p\u003e\n\n\n\u003cp\u003e\u003cstyle\u003eN/A\u003c/style\u003e\u003c/p\u003e\n\u003cdiv class=\"pros_cons\"\u003e\n\u003cdiv\u003e\n\u003ch3\u003ePros\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eUp to two customizable sales pipelines\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eAutomated sales triggers and task plus appointment setting\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmail tracking\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv\u003e\n\u003ch3\u003eCons\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLead and deal scoring not available until the plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eProduct catalog not available until the Sell Growth plan\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-weight: 400;\"\u003eLacks sales forecasting and advanced activity reports until the Sell Growth plan\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\u003cp\u003e\u003c/p\u003e\n\n\n\n\u003ch3 class=\"wp-block-heading\"\u003eBest Zendesk Sell plan for SMBs: Team\u003c/h3\u003e\n\n\n\n\u003cp\u003eZendesk Sell’s Team plan is a good option for teams that need only one or two sales pipelines but want the ability to customize them with specific fields, filters, and tags. The CRM tool also offers basic automation and activity tracking on the Team plan. Companies that need more than two pipelines, advanced reporting and automations, and product catalogs will need to upgrade to the Sell Growth plan for $69.00 monthly per agent, which may be restrictive for some teams.\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cstrong\u003eLearn more: \u003c/strong\u003eread our \u003ca href=\"https://fortune.com/recommends/crm/zendesk-sell-review/\"\u003eZendesk Sell review\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cdetails class=\"wp-block-details h4 is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eSee Zendesk Sell plans and Pricing\u003c/summary\u003e\n\u003cfigure class=\"wp-block-table optimized-table-widget\"\u003e\u003ctable\u003e\u003cthead\u003e\u003ctr\u003e\u003cth\u003ePlans\u003c/th\u003e\u003cth\u003eFree trial\u003c/th\u003e\u003cth\u003eFeatures\u003c/th\u003e\u003cth\u003ePricing\u003c/th\u003e\u003c/tr\u003e\u003c/thead\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003eSell Team\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eTwo customizable sales pipelines\u003cbr\u003eTask and appointment setting\u003cbr\u003eEmail and calendar integrations\u003cbr\u003eEmail tracking, call tracking, call recording, and text messaging\u003cbr\u003eTeam document repository\u0026nbsp;\u003cbr\u003ePrebuilt sales dashboards\u003cbr\u003eSmart lists and templates\u003cbr\u003eData import and export\u0026nbsp;\u003cbr\u003eRobust application programming interfaces (APIs)\u003cbr\u003eSingle sign-on (SSO)\u003c/td\u003e\u003ctd\u003e$25.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Growth\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Team offerings and:\u0026nbsp;\u003cbr\u003eAdvanced and custom sales reports\u003cbr\u003eSales forecasting and goals tracking\u003cbr\u003eProspecting and enrichment credits\u003cbr\u003eEmail sequences\u0026nbsp;\u003cbr\u003eUnlimited email templates and personalization tags\u0026nbsp;\u003cbr\u003eBusiness phone number\u003cbr\u003eAdvanced activity reports\u003cbr\u003eGoals tracking\u003cbr\u003eSequence reporting\u003cbr\u003eProduct and price book\u003c/td\u003e\u003ctd\u003e$69.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Professional\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Growth offerings and:\u0026nbsp;\u003cbr\u003eLead and deal scoring\u003cbr\u003eTask automation\u003cbr\u003eAdvanced roles and permissions\u003cbr\u003eCompany hierarchy tree\u003cbr\u003eCustomized notifications\u0026nbsp;\u003cbr\u003eAutomated power dialer\u003cbr\u003eCall scripts\u003cbr\u003eLink sharing\u003c/td\u003e\u003ctd\u003e$149.00 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eSell Enterprise\u003c/td\u003e\u003ctd\u003eYes, 14 days\u003c/td\u003e\u003ctd\u003eAll Sell Professional offerings and:\u0026nbsp;\u003cbr\u003eUnlimited sequences\u003cbr\u003eUnlimited sales pipeline\u003cbr\u003eDirect dial phone number\u003cbr\u003eCompany technology stack\u003c/td\u003e\u003ctd\u003e$219 per user, per month\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"definition\"\u003e\u003cstrong\u003eWhat is CRM software?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRM software is a tool companies use to track a customer’s journey from awareness to a closed deal. CRM solutions not only track and manage leads through each stage of the \u003ca href=\"https://fortune.com/recommends/crm/what-is-a-sales-pipeline\"\u003esales pipeline\u003c/a\u003e, but they also typically include marketing, accounting, and customer service features that streamline every part of earning a new customer’s business.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eEffective CRM platforms help team members organize outreach and track communication history to ensure no deal falls through the cracks. Plus, many CRM software providers offer customer support to help teams get the most out of adopting the product.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"benefits\"\u003e\u003cstrong\u003eWhat are the benefits of CRM software?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eSales organizations that adopt CRM software enjoy a plethora of benefits that help them earn, retain, and satisfy customers. Some of the top \u003ca href=\"https://fortune.com/recommends/crm/benefits-of-crm\"\u003ebenefits of CRM\u003c/a\u003e include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eCentral data hub: \u003c/strong\u003eStoring customer and prospect data in one place helps teams stay organized and fosters inter-departmental collaboration to improve the \u003ca href=\"https://fortune.com/recommends/crm/what-is-customer-experience\"\u003ecustomer experience\u003c/a\u003e.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eData for actionable insights: \u003c/strong\u003eMost CRMs offer a variety of sales and marketing reports such as \u003ca href=\"https://fortune.com/recommends/crm/what-is-churn-rate\"\u003echurn rate\u003c/a\u003e and \u003ca href=\"https://fortune.com/recommends/crm/what-is-customer-lifetime-value\"\u003ecustomer lifetime value (CLV)\u003c/a\u003e that help teams discover buying matters, what increases retention, and where deals get stuck.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eImproved customer service:\u003c/strong\u003e Many CRM solutions include streamlined customer service features that allow them to get answers to their questions from support agents quickly.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eMobile access: \u003c/strong\u003eNearly every CRM tool has free iOS and Android apps so professionals can view and update deals and contacts on the go\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eBuilt-in marketing tools: \u003c/strong\u003eMany CRM platforms have plans that include marketing features like email and social media tools, A/B testing, and social listening\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAutomation features: \u003c/strong\u003eThe best CRM software tools include tools that put parts of your sales process on autopilot, such as email sequences, sales triggers, and automated tasks and reminders.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eExpert insight:\u003c/h3\u003e\n\n\n\n\u003cp\u003e“An important advantage is personalization and maintaining relationships along the buyer journey with lead nurturing programs, emailing, and advertising based on the stage of the buyer persona. Not all the leads are ready to hire us when they first contact us, so a CRM helps us to maintain touchpoints and nurture them along the buyer journey.”\u003cbr\u003e\u003cbr\u003e\u003cem\u003e—Kamel Ben Yacoub, CEO at Getuplead\u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"who-should-use\"\u003e\u003cstrong\u003eWho should use a CRM?\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs are built for nearly any professional who interacts with potential clients as a key function of achieving their business goals. Typical examples of professionals who benefit from using a CRM include sales and marketing teams, customer support teams, and companies with a robust customer base that need to organize their prospects.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eHowever, it’s not just larger organizations that should consider adopting CRM software. Even solopreneurs and small businesses can reap the benefits of implementing a CRM to track prospect and customer interactions. It’s a great best practice to use a CRM when you start a business and prospect your first clients and scale your CRM as you grow. Many CRMs offer a wide range of plans (some are even free) that allow you to scale with your budget.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eThese are a few industries that commonly utilize CRM software:\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group simple-table-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003cfigure class=\"wp-block-table\"\u003e\u003ctable\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd\u003e\u003cstrong\u003eDepartment\u003c/strong\u003e\u003c/td\u003e\u003ctd\u003e\u003cstrong\u003eCRM benefits\u003c/strong\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003ca href=\"https://fortune.com/recommends/crm/best-sales-crm/\"\u003eCRM for sales\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eUsing a CRM for sales makes managing leads efficient as well as helps track customer communications throughout the buying process until a deal is won or lost.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003e\u003ca href=\"https://fortune.com/recommends/crm/best-marketing-crm/\"\u003eCRM for marketing\u003c/a\u003e\u003c/td\u003e\u003ctd\u003eMost CRMs offer customer segmentation tools that allow marketers to create marketing campaigns targeted to specific customer personas and audiences.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for customer service\u003c/td\u003e\u003ctd\u003eCRM platforms empower customer support teams with a centralized hub for tracking support tickets, which results in a quicker resolution time and more satisfied, loyal clients.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for client onboarding\u003c/td\u003e\u003ctd\u003eMany CRMs can create an onboarding process similar to a sales process for newly earned clients. This is especially helpful for organizations selling a service rather than a product with tracking for key expectations for service delivery.\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd\u003eCRM for managers\u003c/td\u003e\u003ctd\u003eMost CRMs include reporting and analytics features that give managers meaningful insights into how long it takes deals to close, common objections, which marketing campaigns perform the best as well as how well team members are performing.\u0026nbsp;\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003eWhich businesses should not get a CRM?\u003c/h2\u003e\n\n\n\n\u003cp\u003eWhile CRMs have nearly endless benefits for companies of all sizes, they aren’t for everyone. For example, if you have very few customers to manage, you can likely get by using a spreadsheet to manage your client relationships. Furthermore, while free CRMs exist, they are limited in their capabilities, so you should not expect a free CRM tool to meet all your business needs if you aren’t willing to create a budget for one long-term.\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cp\u003eBefore you decide to invest in a CRM tool, keep in mind that they cannot:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eGuarantee more sales are won: \u003c/strong\u003eCRM platforms streamline and make the sales journey more effective for teams, but they can’t complete the outreach for you or close deals automatically.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eReplace staff: \u003c/strong\u003eJust as a CRM can’t guarantee you close a sale, it can’t mimic human behavior and provide the human touch that a salesperson or customer service agent can. CRMs are meant to help your team become more efficient, identify customer behaviors and buying patterns, and automate some manual processes―but not replace them.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eCreate a sales process and update data automatically: \u003c/strong\u003eMany CRM systems offer AI features that automate some parts of the sales process, you still need to set up your sales process in the first place and make tweaks as you go. An excellent CRM provider will offer onboarding services to help you get started and provide ample support along the way.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"cost\"\u003e\u003cstrong\u003eHow much do CRMs cost?\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs have a variety of pricing models ranging from free plans to hundreds of dollars per month. The typical models for CRM pricing include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eFree plans: \u003c/strong\u003eSome CRMs offer free plans for a small number of users or a limited number of features. These are popular with new or small businesses trying out a CRM for the first time that can scale to paid plans as they grow.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003ePer-user pricing:\u003c/strong\u003e Often known as the number of “seats,” this pricing model charges a flat rate for each CRM user.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFlat pricing: \u003c/strong\u003eThis model involves a flat monthly (or yearly) rate for an unlimited number of users.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFeature-based\u003c/strong\u003e \u003cstrong\u003eor tiered pricing: \u003c/strong\u003eThis pricing model offers customized pricing based on the features you need in your plan. For example, some CRMs offer sales, sales, and marketing plans, or all-in-one plans that include, sales, marketing, and customer support features.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003ePro tip:\u003c/h3\u003e\n\n\n\n\u003cp\u003e\u0026#8220;Many CRM providers offer both monthly and yearly pricing. Yearly pricing is typically offered at an overall lower rate, but you must pay upfront for the whole year upon purchase. Keep an eye out for these deals and you may save money in the long run.\u0026#8221;\u003cbr\u003e\u003cbr\u003e—\u003cem\u003e\u003ca href=\"https://fortune.com/author/cassie-bottorff/\"\u003eCassie Bottorff\u003c/a\u003e, Editor at Fortune Recommends \u003c/em\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eHow to choose the best CRM software\u003c/strong\u003e\u003c/h2\u003e\n\n\n\n\u003cp\u003eWith no shortage of CRM providers on the market, choosing one to fit your business needs can feel overwhelming. Here are some of the key factors to consider:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eSet your budget:\u003c/strong\u003e Decide how much the business can pay for a CRM solution. CRM pricing plans typically come in per-user monthly pricing with reduced rates for an annual commitment. Many offer free trials and free forever plans with limited features.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eConsider available integrations: \u003c/strong\u003eCompanies that use a variety of other business software for project management, marketing, or accounting should see if the CRM they’re considering offers integrations with those tools―and assess if they are included at no cost. Sometimes, teams can discontinue using software if the CRM includes a built-in tool, saving money.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eSurvey the team: \u003c/strong\u003eLeaders should ask team members from each department what their needs are from a CRM tool and make a list to use when comparing features from various providers. Having input from the team also fosters CRM adoption across the organization.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAssess onboarding and support needs: \u003c/strong\u003eEvery CRM provider offers some level of support to onboard and train users but you need to decide on the level of support the team needs. For example, if a company is looking for a dedicated onboarding specialist to train the team, ensure that it’s included in the CRM plan.\u0026nbsp;\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"alternatives\"\u003eAlternatives to CRM software\u003c/h2\u003e\n\n\n\n\u003cp\u003eWhile most sales organizations benefit from implementing CRM software, smaller teams or solopreneurs might not have the budget or need for a full CRM platform. Some of the top CRM alternatives include:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eGoogle Sheets: \u003c/strong\u003eSmaller companies with a small client base and only one or two team members may choose to track their sales pipeline with a Google Sheet, using one sheet for each month.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eProject management programs:\u003c/strong\u003e When a robust CRM tool without all the integrations and tasks isn’t desired, project management programs like Trello, Asana, or Airtable are suitable simplified CRM alternatives.\u0026nbsp;\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eNote-taking software: \u003c/strong\u003eMany free and paid note-taking apps on the market can store customer data and encourage collaboration without adopting a full-fledged CRM. Popular options include Notion, Evernote, Google Keep, and Microsoft OneNote.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\"\u003e\u003cstrong\u003eThe takeaway\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eCRMs are valuable business software tools that help teams build and grow a solid book of business while increasing their bottom line and fostering strong client relationships. Before choosing a CRM, decide if you need one, which features are most important for your company, and conduct ample research on the many options available. Finally, choose a CRM that is easy to use and offers onboarding and customer support resources.\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"methodology\"\u003e\u003cstrong\u003eOur methodology\u003c/strong\u003e\u0026nbsp;\u003c/h2\u003e\n\n\n\n\u003cp\u003eThe Fortune Recommends team compared a list of more than 20 of the best CRM providers available in the U.S. We selected our top picks using specific categories based on the percentages listed below:\u0026nbsp;\u003c/p\u003e\n\n\n\n\u003cfigure class=\"wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper\"\u003e\u003cdiv class=\"wp-block-embed__wrapper\"\u003e\n\u003ciframe title=\"Best CRM services: Our methodology\" aria-label=\"pies-title\" id=\"datawrapper-chart-0f09V\" src=\"https://datawrapper.dwcdn.net/0f09V/1/\" scrolling=\"no\" frameborder=\"0\" style=\"width: 0; min-width: 100% !important; border: none;\" height=\"465\" data-external=\"1\"\u003e\u003c/iframe\u003e\u003cscript type=\"text/javascript\"\u003e!function(){\"use strict\";window.addEventListener(\"message\",(function(a){if(void 0!==a.data[\"datawrapper-height\"]){var e=document.querySelectorAll(\"iframe\");for(var t in a.data[\"datawrapper-height\"])for(var r=0;r\u003ce.length;r++)if(e[r].contentWindow===a.source){var i=a.data[\"datawrapper-height\"][t]+\"px\";e[r].style.height=i}}}))}();\u003c/script\u003e\n\u003c/div\u003e\u003c/figure\u003e\n\n\n\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAnnual cost (30%): \u003c/strong\u003eOur scoring took into account both monthly and annual pricing as well as the number of team members that can use the plan level.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eGeneral features (20%): \u003c/strong\u003eWe considered features that any CRM worth its salt should include, such as reporting tools, document management, and third-party integrations.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003ePipeline management (10%): \u003c/strong\u003eA crucial part of closing any deal, your chosen CRM should support managing customers in the sales pipeline and call attention to points in the journey where you should reach out to them.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eDashboard customization (10%): \u003c/strong\u003eEvery team works a bit differently, and a solid CRM should enable you to adjust the platform to work well for your team by offering customization options that keep work flowing smoothly.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eAdditional features (10%): \u003c/strong\u003eThis category encompasses less common features such as task delegation and automation, which are nice to have but are not necessarily essential for everyday processes.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eCustomer support (10%): \u003c/strong\u003eWe took a look at how many ways users can contact customer support, what types of self-service options are available, and what hours you can reach a human in case of an emergency.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFree trial length (5%): \u003c/strong\u003eExtra points were awarded for longer free trials that allow you to get a strong sense of whether the system will work for your needs.\u003c/li\u003e\n\n\n\n\u003cli\u003e\u003cstrong\u003eFree plan availability (5%): \u003c/strong\u003eBonus points were awarded to companies that offer free plans with limited functionality but no expiration date.\u003c/li\u003e\n\u003c/ul\u003e\n\n\n\n\u003cp\u003eLearn more about \u003ca href=\"https://fortune.com/fortune-recommends-business-solutions-methodology/\"\u003ehow we rank our business solutions\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003ch2 class=\"wp-block-heading\" id=\"faqs\"\u003eFrequently asked questions\u003c/h2\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eAre free CRMs safe to use?\u003c/summary\u003e\n\u003cp\u003eMany well-known CRM providers offer a free version of their software that is slim on features, but still offers strong security. You may not have access to the same level of support or permission control as you would on a paid plan, but your information should be safe. Always confirm that the company you’re considering using maintains a level of encryption that meets your needs; for example, if you require HIPAA compliance, a free platform may not suffice.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhat's the easiest CRM to implement and use?\u0026nbsp;\u003c/summary\u003e\n\u003cp\u003eMany CRMs offer basic plans designed for ease of use. Beginners often start with these simple, no-cost options, like HubSpot CRM’s free plan, to get acquainted with CRM fundamentals and identify the features they’ll need as their business expands.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhich CRM is best for small businesses?\u003c/summary\u003e\n\u003cp\u003eAccording to our expert review, Zoho CRM’s Standard Plan stands out as the top choice for small businesses. It excels in functionality, user experience, pricing, and customer support. Its customizable integrations and ease of use make it our top recommendation among CRM solutions.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003cdetails class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"\u003e\u003csummary\u003eWhat are the common challenges to adopting a CRM?\u003c/summary\u003e\n\u003cp\u003eCommon drawbacks or challenges of choosing and implementing a CRM include staff buy-in and cost. While free CRMs are available, they have feature limitations. Plus, you must get your team to buy into implementing a CRM system for it to be effective.\u003c/p\u003e\n\u003c/details\u003e\n\n\n\n\u003chr class=\"wp-block-separator has-alpha-channel-opacity\"/\u003e\n\n\n\n\u003cfigure class=\"wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper\"\u003e\u003cdiv class=\"wp-block-embed__wrapper\"\u003e\n\u003ciframe title=\"Best CRM services of November 2024*\" aria-label=\"Table\" id=\"datawrapper-chart-ZxU0q\" src=\"https://datawrapper.dwcdn.net/ZxU0q/4/\" scrolling=\"no\" frameborder=\"0\" style=\"width: 0; min-width: 100% !important; border: none;\" height=\"865\" data-external=\"1\"\u003e\u003c/iframe\u003e\u003cscript type=\"text/javascript\"\u003e!function(){\"use strict\";window.addEventListener(\"message\",(function(a){if(void 0!==a.data[\"datawrapper-height\"]){var e=document.querySelectorAll(\"iframe\");for(var t in a.data[\"datawrapper-height\"])for(var r=0;r\u003ce.length;r++)if(e[r].contentWindow===a.source){var i=a.data[\"datawrapper-height\"][t]+\"px\";e[r].style.height=i}}}))}();\u003c/script\u003e\n\u003c/div\u003e\u003c/figure\u003e\n\n\n\r\n\u003cdiv class=\"wp-block-group pro-tip-box-widget\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\r\n\u003ch3 class=\"wp-block-heading pro-tip-box-heading\"\u003eRead more small business guides\u003c/h3\u003e\r\n\r\n\r\n\r\n\u003cul\u003e\r\n\u003cli style=\"list-style-type: none;\"\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eNot sure which provider fits the bill? We’ve rounded up the overall \u003ca href=\"https://fortune.com/recommends/crm/best-crm-for-smb/\"\u003ebest CRM software\u003c/a\u003efor small businesses.\u003c/li\u003e\r\n\u003cli\u003eLooking for a less expensive option? There are plenty of \u003ca href=\"https://fortune.com/recommends/crm/best-cheap-crm/\"\u003echeap CRM\u003c/a\u003e platforms that offer decent bang for your buck.\u003c/li\u003e\r\n\u003cli\u003eIf you’re not ready to commit to a paid plan yet, many companies offer a \u003ca href=\"https://fortune.com/recommends/crm/best-free-crm/\"\u003efree CRM\u003c/a\u003e plan with limited features.\u003c/li\u003e\r\n\u003cli\u003eA CRM system is a great first step for building relationships with customers, but you also need to be able to call them—and they need to reach you! Check out the \u003ca href=\"https://fortune.com/recommends/voip/cheap-voip-services/\"\u003ebest cheap VoIP services\u003c/a\u003ethat make communication a breeze.\u003c/li\u003e\r\n\u003cli\u003eMake sure your business website can handle all the information you need to present to your audience. Check out our list of the \u003ca href=\"https://fortune.com/recommends/web-hosting/best-web-hosting-services/\"\u003ebest web hosting providers\u003c/a\u003e.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e","databaseId":3879746,"dateGmt":"2024-11-01T15:16:09","dek":"","description":"Explore the best CRM solutions that help small businesses collaborate and drive revenue.","faq":[],"featuredMediaType":"image","floatingNavContent":"\u003cul\u003e\n\u003cli\u003e\u003ca href=\"#top-10\"\u003e10 best CRMs for SMBs\u003c/a\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"#monday\"\u003eBest for unlimited pipelines: monday.com\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#zoho\"\u003eMost user-friendly: Zoho CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#hubspot\"\u003eBest for scalability: HubSpot\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#apptivo\"\u003eSimplest setup: Apptivo\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#freshsales\"\u003eBest for small teams: Freshsales\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#agile\"\u003eBest for sales, marketing, and service: Agile CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#nimble\"\u003eBest for heavy inbox users: Nimble CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#constantcontact\"\u003eBest for email and social tools: ConstantContact\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#bitrix24\"\u003eBest for built-in calling: Bitrix 24\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#zendesk\"\u003eBest automation and reporting: Zendesk Sell\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#definition\"\u003eWhat is a CRM?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#benefits\"\u003eCRM benefits\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#who-should-use\"\u003eWho should use a CRM?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#cost\"\u003eHow much does CRM software cost?\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#how-to-choose\"\u003eChoosing a CRM\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#alternatives\"\u003eCRM alternatives\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#methodology\"\u003eOur methodology\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#faqs\"\u003eFAQs\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n","floatingNavTitle":"On this page","footnotes":null,"id":"cG9zdDozODc5NzQ2","image":"https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg?resize=1200,600","imageCaption":"Learn about the best CRM tools for small business","imageCredit":"Getty Images","keywords":"","link":"https://fortune.com/recommends/crm/best-crm-for-smb/","metaTitle":"10 best CRMs of November 2024","modifiedGmt":"2024-11-20T20:35:26","pageType":"evergreen","platformCD":"recommends","postId":3879746,"postSettings":{"postSettingsDek":null,"enableSubscriptionPlea":true,"subscriptionPleaDesign":"with-bottom-border","subscriptionPleaPosition":null,"subscriptionPleaTextLined":"Follow Fortune Recommends on \u003ca href=\"https://www.linkedin.com/showcase/fortunerecommends/\" target=\"_blank\" rel=\"noopener\"\u003eLinkedIn,\u003c/a\u003e \u003ca href=\"https://twitter.com/fortunerecs\" target=\"_blank\" rel=\"noopener\"\u003eX\u003c/a\u003e, and \u003ca href=\"https://www.tiktok.com/@fortunerecs\"\u003eTikTok\u003c/a\u003e.","bylineCommentary":null,"mediaItem":{"altText":"Diverse Male and Female Warehouse Inventory Managers Talking, Using Laptop Computer and Checking Retail Stock. Rows of Shelves Full of Cardboard Box Packages in the Background.","caption":"Diverse Male and Female Warehouse Inventory Managers Talking, Using Laptop Computer and Checking Retail Stock. Rows of Shelves Full of Cardboard Box Packages in the Background.","mediaItemUrl":"https://fortune.com/img-assets/wp-content/uploads/2024/05/GettyImages-1478421401-e1714742898612.jpg"},"__typename":"Settings"},"premiumCategory":{"name":"F-Search","premiumCategoryId":447850669,"link":"https://fortune.com/?taxonomy=premium_categories\u0026term=f-search-free","__typename":"BrandedArticlePremiumCategoryFieldsFields"},"primaryPostTag":{"name":"Best-of","primaryTagId":447854062,"link":"https://fortune.com/tag/best-of/","uri":"/tag/best-of/","__typename":"BrandedArticlePrimaryPostTagIdFieldsFields"},"primarySection":{"name":"CRM","primarySectionId":447864433,"link":"https://fortune.com/recommends/crm/","uri":"/recommends/crm/","__typename":"BrandedArticlePrimarySectionIdFieldsFields"},"primaryTopic":{"name":"","primaryTopicId":-1},"relatedVideoId":"","relatedVideoType":"no_video","reviewedBy":{"funFactHeader":"","funFactValue":"","image":"https://fortune.com/img-assets/wp-content/uploads/2023/11/Cassie-Bottorff-headshot-1-e1705091566751.png?w=150","name":"Cassie Bottorff","role":"Editor, Business \u0026 Banking","shortIntro":"\u003cp\u003e\u003cspan style=\"font-weight: 400\"\u003eCassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business. \u003c/span\u003e\u003c/p\u003e\n","social":{"instaUrl":"","linkedinUrl":"https://www.linkedin.com/in/cassie-bottorff/","twitterUrl":"https://x.com/cassandra_glenn","__typename":"ReviewerSocialUrlsFields"},"uri":"/author/cassie-bottorff/"},"sectionNames":["CRM"],"sections":[{"name":"CRM","sectionId":447864433,"slug":"crm","__typename":"BrandedArticleClassificationSectionFieldsFields"}],"series":[],"showModifiedTimestamp":1,"socialDescription":"Learn about the top CRM solutions for businesses that help sales teams streamline business processes, collaborate, and drive retention and revenue.","socialTitle":"Need help choosing a CRM for your small business? 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