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:last-child{margin-block-end: 0;}:root :where(.is-layout-constrained) > *{margin-block-start: 2rem;margin-block-end: 0;}:root :where(.is-layout-flex){gap: 2rem;}:root :where(.is-layout-grid){gap: 2rem;}.is-layout-flow > .alignleft{float: left;margin-inline-start: 0;margin-inline-end: 2em;}.is-layout-flow > .alignright{float: right;margin-inline-start: 2em;margin-inline-end: 0;}.is-layout-flow > .aligncenter{margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > .alignleft{float: left;margin-inline-start: 0;margin-inline-end: 2em;}.is-layout-constrained > .alignright{float: right;margin-inline-start: 2em;margin-inline-end: 0;}.is-layout-constrained > .aligncenter{margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > :where(:not(.alignleft):not(.alignright):not(.alignfull)){max-width: var(--wp--style--global--content-size);margin-left: auto !important;margin-right: auto !important;}.is-layout-constrained > .alignwide{max-width: 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var(--wp--custom--border-radius--default);border-width: 0;color: var(--wp--preset--color--tacom-white);font-family: inherit;font-size: var(--wp--preset--font-size--medium);font-weight: var(--wp--custom--font-weight--medium);letter-spacing: 0.32px;line-height: var(--wp--custom--line-height--one);padding-top: 16px;padding-right: 40px;padding-bottom: 16px;padding-left: 40px;text-decoration: none;}:root :where(.wp-element-button:hover, .wp-block-button__link:hover){background-color: var(--wp--preset--color--secondary);color: var(--wp--preset--color--tacom-white);text-decoration: none;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) 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!important;}.has-obsidian-cyan-offset-gradient-background{background: var(--wp--preset--gradient--obsidian-cyan-offset) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;}.has-xx-large-font-size{font-size: var(--wp--preset--font-size--xx-large) !important;}.has-primary-fallback-font-family{font-family: var(--wp--preset--font-family--primary-fallback) !important;}.has-primary-font-family{font-family: var(--wp--preset--font-family--primary) !important;} :root :where(.wp-block-button .wp-block-button__link){letter-spacing: 0.32px;} :root :where(.wp-block-image){margin-top: 0;margin-right: 0;margin-bottom: var(--wp--preset--spacing--40);margin-left: 0;} :root :where(.wp-block-navigation){color: 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):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#484d54;}.kt-accordion-id82626_023b49-4a:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id82626_023b49-4a:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#484d54;}.kt-accordion-id82626_023b49-4a .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible, .kt-accordion-id82626_023b49-4a .kt-accordion-header-wrap .kt-blocks-accordion-header.kt-accordion-panel-active{color:#484d54;}.kt-accordion-id82626_023b49-4a:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( 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.kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#484d54;}.kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#484d54;}.kt-accordion-id82626_21d5a8-3e .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible, .kt-accordion-id82626_21d5a8-3e .kt-accordion-header-wrap .kt-blocks-accordion-header.kt-accordion-panel-active{color:#484d54;}.kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#484d54;}.kt-accordion-id82626_21d5a8-3e:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#484d54;}@media all and (max-width: 767px){.kt-accordion-id82626_21d5a8-3e .kt-accordion-inner-wrap{display:block;}.kt-accordion-id82626_21d5a8-3e .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:0px;}} </style> <style id="kadence_blocks_palette_css">:root .has-kb-palette-8-color{color:#888888}:root .has-kb-palette-8-background-color{background-color:#888888}</style><script 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Consent Manager Tag v3.0 (for TCF 2.2) (function() { var host = 'technologyadvice.com'; var element = document.createElement('script'); var firstScript = document.getElementsByTagName('script')[0]; var url = 'https://cmp.inmobi.com' .concat('/choice/', 'vPn77x7pBG57Y', '/', host, '/choice.js?tag_version=V3'); var uspTries = 0; var uspTriesLimit = 3; element.async = true; element.type = 'text/javascript'; element.src = url; firstScript.parentNode.insertBefore(element, firstScript); function makeStub() { var TCF_LOCATOR_NAME = '__tcfapiLocator'; var queue = []; var win = window; var cmpFrame; function addFrame() { var doc = win.document; var otherCMP = !!(win.frames[TCF_LOCATOR_NAME]); if (!otherCMP) { if (doc.body) { var iframe = doc.createElement('iframe'); iframe.style.cssText = 'display:none'; iframe.name = TCF_LOCATOR_NAME; doc.body.appendChild(iframe); } else { setTimeout(addFrame, 5); } } return !otherCMP; } function tcfAPIHandler() { var gdprApplies; var args = arguments; if (!args.length) { return queue; } else if (args[0] === 'setGdprApplies') { if ( args.length > 3 && args[2] === 2 && typeof args[3] === 'boolean' ) { gdprApplies = args[3]; if (typeof args[2] === 'function') { args[2]('set', true); } } } else if (args[0] === 'ping') { var retr = { gdprApplies: gdprApplies, cmpLoaded: false, cmpStatus: 'stub' }; if (typeof args[2] === 'function') { args[2](retr); } } else { if(args[0] === 'init' && typeof args[3] === 'object') { args[3] = Object.assign(args[3], { tag_version: 'V3' }); } queue.push(args); } } function postMessageEventHandler(event) { var msgIsString = typeof event.data === 'string'; var json = {}; try { if (msgIsString) { json = JSON.parse(event.data); } else { json = event.data; } } catch (ignore) {} var payload = json.__tcfapiCall; if (payload) { window.__tcfapi( payload.command, payload.version, function(retValue, success) { var returnMsg = { __tcfapiReturn: { returnValue: retValue, success: success, callId: payload.callId } }; if (msgIsString) { returnMsg = JSON.stringify(returnMsg); } if (event && event.source && event.source.postMessage) { event.source.postMessage(returnMsg, '*'); } }, payload.parameter ); } } while (win) { try { if (win.frames[TCF_LOCATOR_NAME]) { cmpFrame = win; break; } } catch (ignore) {} if (win === window.top) { break; } win = win.parent; } if (!cmpFrame) { addFrame(); win.__tcfapi = tcfAPIHandler; win.addEventListener('message', postMessageEventHandler, false); } }; makeStub(); function makeGppStub() { var CMP_ID = 10; var SUPPORTED_APIS = [ '2:tcfeuv2', '6:uspv1', '7:usnatv1', '8:usca', '9:usvav1', '10:uscov1', '11:usutv1', '12:usctv1' ]; window.__gpp_addFrame = function (n) { if (!window.frames[n]) { if (document.body) { var i = document.createElement("iframe"); i.style.cssText = "display:none"; i.name = n; document.body.appendChild(i); } else { window.setTimeout(window.__gpp_addFrame, 10, n); } } }; window.__gpp_stub = function () { var b = arguments; __gpp.queue = __gpp.queue || []; __gpp.events = __gpp.events || []; if (!b.length || (b.length == 1 && b[0] == "queue")) { return __gpp.queue; } if (b.length == 1 && b[0] == "events") { return __gpp.events; } var cmd = b[0]; var clb = b.length > 1 ? b[1] : null; var par = b.length > 2 ? b[2] : null; if (cmd === "ping") { clb( { gppVersion: "1.1", // must be “Version.Subversion”, current: “1.1” cmpStatus: "stub", // possible values: stub, loading, loaded, error cmpDisplayStatus: "hidden", // possible values: hidden, visible, disabled signalStatus: "not ready", // possible values: not ready, ready supportedAPIs: SUPPORTED_APIS, // list of supported APIs cmpId: CMP_ID, // IAB assigned CMP ID, may be 0 during stub/loading sectionList: [], applicableSections: [-1], gppString: "", parsedSections: {}, }, true ); } else if (cmd === "addEventListener") { if (!("lastId" in __gpp)) { __gpp.lastId = 0; } __gpp.lastId++; var lnr = __gpp.lastId; __gpp.events.push({ id: lnr, callback: clb, parameter: par, }); clb( { eventName: "listenerRegistered", listenerId: lnr, // Registered ID of the listener data: true, // positive signal pingData: { gppVersion: "1.1", // must be “Version.Subversion”, current: “1.1” cmpStatus: "stub", // possible values: stub, loading, loaded, error cmpDisplayStatus: "hidden", // possible values: hidden, visible, disabled signalStatus: "not ready", // possible values: not ready, ready supportedAPIs: SUPPORTED_APIS, // list of supported APIs cmpId: CMP_ID, // list of supported APIs sectionList: [], applicableSections: [-1], gppString: "", parsedSections: {}, }, }, true ); } else if (cmd === "removeEventListener") { var success = false; for (var i = 0; i < __gpp.events.length; i++) { if (__gpp.events[i].id == par) { __gpp.events.splice(i, 1); success = true; break; } } clb( { eventName: "listenerRemoved", listenerId: par, // Registered ID of the listener data: success, // status info pingData: { gppVersion: "1.1", // must be “Version.Subversion”, current: “1.1” cmpStatus: "stub", // possible values: stub, loading, loaded, error cmpDisplayStatus: "hidden", // possible values: hidden, visible, disabled signalStatus: "not ready", // possible values: not ready, ready supportedAPIs: SUPPORTED_APIS, // list of supported APIs cmpId: CMP_ID, // CMP ID sectionList: [], applicableSections: [-1], gppString: "", parsedSections: {}, }, }, true ); } else if (cmd === "hasSection") { clb(false, true); } else if (cmd === "getSection" || cmd === "getField") { clb(null, true); } //queue all other commands else { __gpp.queue.push([].slice.apply(b)); } }; window.__gpp_msghandler = function (event) { var msgIsString = typeof event.data === "string"; try { var json = msgIsString ? JSON.parse(event.data) : event.data; } catch (e) { var json = null; } if (typeof json === "object" && json !== null && "__gppCall" in json) { var i = json.__gppCall; window.__gpp( i.command, function (retValue, success) { var returnMsg = { __gppReturn: { returnValue: retValue, success: success, callId: i.callId, }, }; event.source.postMessage(msgIsString ? JSON.stringify(returnMsg) : returnMsg, "*"); }, "parameter" in i ? i.parameter : null, "version" in i ? i.version : "1.1" ); } }; if (!("__gpp" in window) || typeof window.__gpp !== "function") { window.__gpp = window.__gpp_stub; window.addEventListener("message", window.__gpp_msghandler, false); window.__gpp_addFrame("__gppLocator"); } }; makeGppStub(); var uspStubFunction = function() { var arg = arguments; if (typeof window.__uspapi !== uspStubFunction) { setTimeout(function() { if (typeof window.__uspapi !== 'undefined') { window.__uspapi.apply(window.__uspapi, arg); } }, 500); } }; var checkIfUspIsReady = function() { uspTries++; if (window.__uspapi === uspStubFunction && uspTries < uspTriesLimit) { console.warn('USP is not accessible'); } else { clearInterval(uspInterval); } }; if (typeof window.__uspapi === 'undefined') { window.__uspapi = uspStubFunction; var uspInterval = setInterval(checkIfUspIsReady, 6000); } })(); // End InMobi Choice. Consent Manager Tag v3.0 (for TCF 2.2) /** * DataLayer Push & CCPA Support * * Version 2.0.7 */ (function() { //URLs need to be externalized based on environments, during build update. var get_iab_vendors_url = 'https://cmp.inmobi.com/GVL-v3/vendor-list.json'; var get_google_atp_url = "https://cmp.inmobi.com/tcfv2/google-atp-list.json"; var iab_vendors, iab_vendor_ids, iab_vendor_names; var google_vendors, google_vendor_ids, google_vendor_names; var google_vendors_arr = [], google_vendor_ids_arr = [], google_vendor_names_arr = []; var iab_vendors_arr = [], iab_vendor_ids_arr = [], iab_vendor_names_arr = []; var non_iab_vendors, non_iab_vendor_ids, non_iab_vendor_names; var non_iab_vendors_arr = [], non_iab_vendor_ids_arr = [], non_iab_vendor_names_arr = []; var publisher_consents, publisher_legitimate_interests; var purpose_consents, purpose_legitimate_interests; function resultToList(a) {b = ','; for (var i in a){if (a[i]){b+=i+','}} return b;} /** * Get a full list of Non-IAB Vendors, specific to the Quantcast Universal Tag ID, using tcfapi */ function vendors_getNonIABVendorList() { window.__tcfapi('getConfig', 2, function(retObj) { if(retObj.hasOwnProperty('nonIabVendorsInfo')){ if(retObj.nonIabVendorsInfo.hasOwnProperty('nonIabVendorList')) { non_iab_vendors = retObj.nonIabVendorsInfo.nonIabVendorList; // Dont assume array key = vendor id, set key as vendor id with iab_vendors[i].id Object.keys(non_iab_vendors).forEach(function (i) { non_iab_vendors_arr[non_iab_vendors[i].vendorId] = non_iab_vendors[i].name; }); } } }); } /** * Get a full list of IAB Vendors. */ function vendors_getIABVendorList() { var xhttp = new XMLHttpRequest(); xhttp.onreadystatechange = function() { if (this.readyState == 4 && this.status == 200) { var res = JSON.parse(this.responseText); if(res.hasOwnProperty('vendors')) { iab_vendors = res.vendors; // Dont assume array key = vendor id, set key as vendor id with iab_vendors[i].id Object.keys(iab_vendors).forEach(function (i) { iab_vendors_arr[iab_vendors[i].id] = iab_vendors[i].name; }); } } }; xhttp.open("GET", get_iab_vendors_url, true); xhttp.send(); } /** * Get a full list of google atp list */ function vendors_getGoogleVendorList() { var xhttp = new XMLHttpRequest(); xhttp.onreadystatechange = function() { if (this.readyState == 4 && this.status == 200) { google_vendors = JSON.parse(this.responseText); google_vendors.forEach(function (vendor) { google_vendors_arr[vendor.provider_id] = vendor.provider_name; }); } }; xhttp.open("GET", get_google_atp_url, true); xhttp.send(); } /** * CMP Loaded. * * Push __cmpLoaded event to the data layer. */ function dlSend_tcLoaded(tcData) { window.dataLayer = window.dataLayer || []; window.dataLayer.push({ 'event': '__cmpLoaded', '__cmpLoaded': true, 'gdpr': tcData.gdprApplies, }); } /** * IAB Vendors. * * Push __cmpIABConsents event to the datalayer, along with iab vendor consent ids. */ function dlSend_consentData(tcData) { window.dataLayer = window.dataLayer || []; iab_vendor_names_arr = []; iab_vendor_ids_arr = []; non_iab_vendor_names_arr = []; non_iab_vendor_ids_arr = []; google_vendor_names_arr = []; google_vendor_ids_arr = []; if(tcData.hasOwnProperty('publisher')) { if(tcData.publisher.hasOwnProperty('consents')) { publisher_consents = resultToList(tcData.publisher.consents); } publisher_legitimate_interests = resultToList(tcData.publisher.legitimateInterests); } if(tcData.hasOwnProperty('purpose')) { if(tcData.purpose.hasOwnProperty('consents')) { purpose_consents = resultToList(tcData.purpose.consents); } purpose_legitimate_interests = resultToList(tcData.purpose.legitimateInterests); } // Run this in an interval (every 0.1s) just in case we are still waiting // on the return with our iab_vendors list calls, bail after 10 seconds var cnt = 0; var interval = setInterval(function(){ cnt += 1; if(cnt === 100){ clearInterval(interval); } if(iab_vendors) { clearInterval(interval); if(tcData.gdprApplies) { // Create name & id arrays of iab vendors with consent. if(tcData.hasOwnProperty('vendor')) { Object.keys(tcData.vendor.consents).forEach(function(vendorId) { if(tcData.vendor.consents[vendorId] || ! 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Avatar' src='https://secure.gravatar.com/avatar/f5d08e4d0e5aa5384071f79d6ecd96d3?s=60&r=g' srcset='https://secure.gravatar.com/avatar/f5d08e4d0e5aa5384071f79d6ecd96d3?s=120&r=g 2x' class='avatar avatar-60 photo wp-block-avatar__image' height='60' width='60' decoding='async'/></div> <div class="wp-block-group author-meta is-vertical is-layout-flex wp-container-core-group-is-layout-3 wp-block-group-is-layout-flex" style="padding-left:var(--wp--preset--spacing--10)"> <p class="has-tacom-white-color has-text-color has-link-color has-primary-font-family wp-elements-a5c20dc0c49b2765b0559e81f3ea7e70" style="font-size:14px">Written by</p> <div style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.313), 18px);font-style:normal;font-weight:500;" class="has-link-color wp-elements-a04882af3cb4dc22329c80f9e66010a0 wp-block-post-author-name has-text-color has-tacom-white-color has-primary-font-family"><a href="https://technologyadvice.com/blog/author/aronvaughan/" target="_blank" class="wp-block-post-author-name__link">Aron Vaughan</a></div> <div class="wp-elements-b0b5b9f6a86ef2c7078f2f20ffa70eaa wp-block-ta-gazelle-blocks-job-title has-text-color has-tacom-white-color has-small-font-size" style="">Staff Writer</div></div> </div> <div class="wp-block-ta-gazelle-blocks-contributing-experts has-tacom-white-color has-text-color has-link-color has-medium-font-size wp-elements-2abe157a4e9a77c63eff79423d2e82fc" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:var(--wp--preset--spacing--30);padding-right:0;padding-bottom:0;padding-left:0"><h2>Reviewed by</h2> <div class="wp-block-ta-gazelle-blocks-user-query-loop"><ul class="has-link-color wp-elements-6b8ff388dc58eec75449b5615564d89e wp-block-ta-gazelle-blocks-user-query-template has-text-color has-tacom-white-color is-layout-flow wp-container-ta-gazelle-blocks-user-query-template-is-layout-1 wp-block-ta-gazelle-blocks-user-query-template-is-layout-flow"><li class="wp-block-user post-82626 pst_category type-pst_category status-publish has-post-thumbnail hentry"> <div class="wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-5 wp-block-group-is-layout-flex wp-elements-6b8ff388dc58eec75449b5615564d89e" style="padding-top:0;padding-right:var(--wp--preset--spacing--10);padding-bottom:0;padding-left:0"><div class="wp-block-avatar"><img loading="lazy" alt='Corey Noles Avatar' src='https://secure.gravatar.com/avatar/db07d6e98ca5b6eda572241ea9254f3b?s=30&r=g' srcset='https://secure.gravatar.com/avatar/db07d6e98ca5b6eda572241ea9254f3b?s=60&r=g 2x' class='avatar avatar-30 photo wp-block-avatar__image' height='30' width='30' style="border-radius:500px;" decoding='async'/></div> <div style="font-size:14px;" class="has-link-color wp-elements-02ac4c3f2c626373b6278a60f8d42faf wp-block-post-author-name has-text-color has-tacom-white-color has-primary-font-family"><a href="https://technologyadvice.com/blog/author/cnoles/" target="_self" class="wp-block-post-author-name__link">Corey Noles</a></div></div> </li></ul></div> </div> <div class="wp-block-group ta-disclaimer is-nowrap is-layout-flex wp-container-core-group-is-layout-6 wp-block-group-is-layout-flex" style="margin-top:var(--wp--preset--spacing--30);padding-top:0;padding-bottom:var(--wp--preset--spacing--10)"> <p class="has-tacom-white-color has-text-color has-link-color has-primary-font-family wp-elements-5423bfaeecd1d9bf26cdc163c4787e3b" id="ta-disclaimer" style="font-size:14px;font-style:normal;font-weight:400">Technology Advice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.</p> </div> <div class="wp-block-group is-style-default post-dates wp-container-content-3 is-layout-flow wp-container-core-group-is-layout-7 wp-block-group-is-layout-flow" style="border-left-color:var(--wp--preset--color--pmcom-text-gray);border-left-width:1px;padding-top:0;padding-bottom:0;padding-left:var(--wp--preset--spacing--50)"><div style="font-size:14px; padding-left:var(--wp--preset--spacing--50);" class="wp-block-post-date__custom-date has-link-color row-published wp-elements-2c62236df195f979b7f70991a6cc76d4 wp-block-ta-gazelle-blocks-post-custom-updated-date has-text-color has-tacom-white-color"><span>Last Updated: </span><time datetime="2024-10-15T06:38:00+00:00">October 15, 2024</time></div> <div style="font-size:14px; padding-left:var(--wp--preset--spacing--50);" class="has-link-color row-custom wp-elements-a6c7c865801380eddfa977d3edf9d20c wp-block-post-date has-text-color has-tacom-white-color"><time datetime="2024-08-12T06:38:41-05:00">Published Date: August 12, 2024</time></div></div> </div> <div class="wp-block-group article-body has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="padding-top:var(--wp--preset--spacing--40);padding-bottom:0"> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-70 wp-block-columns-is-layout-flex"> <div class="wp-block-column sidebar-col is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:268px"> <div class="wp-block-group toc-wrapper has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"><div id="ez-toc-container" class="ez-toc-v2_0_72 counter-flat ez-toc-counter ez-toc-custom ez-toc-container-direction"> <div class="ez-toc-title-container"> <p class="ez-toc-title" style="cursor:inherit">Table of contents</p> <span class="ez-toc-title-toggle"><a href="#" class="ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle" aria-label="Toggle Table of Content"><span class="ez-toc-js-icon-con"><span class=""><span class="eztoc-hide" style="display:none;">Toggle</span><span class="ez-toc-icon-toggle-span"><svg style="fill: #999;color:#999" xmlns="http://www.w3.org/2000/svg" class="list-377408" width="20px" height="20px" viewBox="0 0 24 24" fill="none"><path d="M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z" fill="currentColor"></path></svg><svg style="fill: #999;color:#999" class="arrow-unsorted-368013" xmlns="http://www.w3.org/2000/svg" width="10px" height="10px" viewBox="0 0 24 24" version="1.2" baseProfile="tiny"><path d="M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z"/></svg></span></span></span></a></span></div> <nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1'><a class="ez-toc-link ez-toc-heading-1" href="#our_top_11_crm_recommendations" title="Our top 11 CRM recommendations">Our top 11 CRM recommendations</a></li><li class='ez-toc-page-1'><a class="ez-toc-link ez-toc-heading-2" href="#find_your_new_crm_software" title="Find your new CRM software">Find your new CRM software</a></li><li class='ez-toc-page-1'><a class="ez-toc-link ez-toc-heading-3" href="#key_crm_features_to_consider_for_your_use_case" title="Key CRM features to consider for your use case">Key CRM features to consider for your use case</a></li><li class='ez-toc-page-1'><a class="ez-toc-link ez-toc-heading-4" href="#choosing_the_right_crm_and_sales_software" title="Choosing the right CRM and sales software">Choosing the right CRM and sales software</a></li><li class='ez-toc-page-1'><a class="ez-toc-link ez-toc-heading-5" href="#frequently_asked_questions_faq" title="Frequently Asked Questions (FAQ)">Frequently Asked Questions (FAQ)</a></li></ul></nav></div> <div class="wp-block-group article-social-share has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h3 style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;font-size:clamp(15.747px, 0.984rem + ((1vw - 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Sales, marketing, and customer service teams use the CRM platform to automate the gathering and structuring of data related to customers, leads, partners, and crucial business relationships.</p> <p>The processes and systems that help <a href="https://technologyadvice.com/blog/sales/types-of-crm/">improve a business’s relationships</a> with their contacts may also be called customer relationship management.</p> <p>Below, we have scored and ranked some of the top CRM solutions in the market. Each has its own unique features and functions that make them best suited to various use cases.</p> <ul class="wp-block-list"> <li><a href="https://link.technologyadvice.com/c/hubspot-sales-hub-use-only-on-ta-crm-d5091131d9ea" target="_blank" rel="noreferrer noopener sponsored nofollow">HubSpot Sales Hub</a>: Best for integrations</li> <li><a href="https://link.technologyadvice.com/c/zoho-crm-use-only-on-ta-crm-44e3a4f31491" target="_blank" rel="noreferrer noopener sponsored nofollow">Zoho CRM</a>: Best for decentralized teams</li> <li><a href="https://link.technologyadvice.com/r/shape-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">Shape CRM</a>: Best for flexibility</li> <li><a href="https://link.technologyadvice.com/c/pipedrive-use-only-on-ta-crm-b87fa23f8ba1" target="_blank" rel="noopener sponsored nofollow">Pipedrive</a>: Best for pipeline management and optimization</li> <li><a href="https://link.technologyadvice.com/r/salesforce-data-cloud" target="_blank" rel="noopener nofollow">Salesforce Sales Cloud</a>: Best CRM for enterprises</li> <li><a href="https://link.technologyadvice.com/r/oracle-netsuite-crm-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">Oracle NetSuite CRM</a>: Best all-in-one solution</li> <li><a href="https://link.technologyadvice.com/r/insightly-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">Insightly CRM</a>: Best for easy-to-read analytics and reporting</li> <li><a href="https://link.technologyadvice.com/c/keap-use-only-on-ta-crm-a0e55d34869f" target="_blank" rel="noopener sponsored nofollow">Keap CRM</a>: Best for sales and marketing synergy</li> <li><a href="https://link.technologyadvice.com/r/copper-ta-crm" target="_blank" rel="noopener sponsored nofollow">Copper CRM</a>: Best for security</li> <li><a href="https://link.technologyadvice.com/r/clickup-crm-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">ClickUp</a>: Best for project management</li> <li><a href="https://link.technologyadvice.com/r/less-annoying-crm-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">Less Annoying CRM</a>: Best for simplicity</li> </ul> </div> <div id="icp-eda0f7" data-wp-interactive="ta-gazelle/intentclicks" data-wp-watch="context.traction_data" class="wp-block-intentclicks-widget post-82626 pst_category type-pst_category status-publish has-post-thumbnail hentry wp-block-intentclicks-widget" data-wp-context='ta-gazelle/intentclicks::{"subCategory":"customer-relationship-management-software","count":"3","layout":124918,"layout_slug":"featured","traction_data":[],"uid":"icp-eda0f7","example":false,"links":true,"isEditor":false}'> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div style="--icp-message-max-width:450px" class="wp-block-intentclicks-disclaimer alignright"><button><span>Advertisement</span><svg xmlns="http://www.w3.org/2000/svg" width="12" height="12" viewBox="0 0 12 12"><g id="Info_Circle" data-name="Info Circle" transform="translate(12.405 12.405) rotate(180)"><path id="Info_Circle-2" data-name="Info Circle" d="M6,12a6,6,0,1,1,4.244-1.758A6.007,6.007,0,0,1,6,12ZM6,7.759a.523.523,0,0,0-.522.522A.525.525,0,1,0,6,7.759ZM6,3.2a.535.535,0,0,0-.528.528V6.378a.525.525,0,0,0,1.05,0V3.726A.526.526,0,0,0,6,3.2Z" transform="translate(0.405 0.405)"></path></g></svg></button><div class="disclaimer-message">TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don’t pay us.</div></div> <h2 class="wp-block-intentclicks-heading has-text-align-center wp-block-heading" style=""><span data-wp-bind--hidden="ta-gazelle/intentclicks::context.headline">Featured partners</span><span hidden data-wp-bind--hidden="ta-gazelle/intentclicks::!context.headline" data-wp-text="ta-gazelle/intentclicks::context.headline"></span></h2> <div class="wp-block-intentclicks-list columns-3 is-layout-grid wp-container-intentclicks-list-is-layout-2 wp-block-intentclicks-list-is-layout-grid" style="" data-wp-interactive="ta-gazelle/intentclicks" data-wp-run="ta-gazelle/intentclicks::callbacks.getTractionData" data-wp-class--products-loaded="ta-gazelle/intentclicks::!context.isLoading" data-wp-watch="ta-gazelle/intentclicks::context.traction_data" data-wp-context='ta-gazelle/intentclicks::{"isLoading":true,"card":"grid-extended"}'><template data-wp-each--product="ta-gazelle/intentclicks::context.traction_data" data-wp-each-key="ta-gazelle/intentclicks::context.product.product_uuid3c6f8b"> <div class="wp-block-intentclicks-card has-border-color has-tacom-medium-gray-border-color has-tacom-light-gray-background-color has-background" style="border-width:1px;border-radius:24px;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)"> <div class="wp-block-group is-style-default is-vertical is-layout-flex wp-container-core-group-is-layout-391 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:var(--wp--preset--spacing--20)"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-390 wp-block-group-is-layout-flex"><div class="aligncenter wp-block-intentclicks-product-logo" style="padding-top:0;padding-bottom:0;padding-left:0;padding-right:0;margin-bottom:0;"><a class="wp-block-intentclicks-product-logo-link" data-wp-bind--href="ta-gazelle/intentclicks::context.product.link" data-wp-bind--target="ta-gazelle/intentclicks::state.linkTargetAttr" rel="nofollow noindex sponsored"><img loading="lazy" data-wp-bind--src="ta-gazelle/intentclicks::context.product.logoURL" data-wp-bind--alt="ta-gazelle/intentclicks::context.product.title" style="max-width:75%;height:75px;" /></a></div> <h4 class="wp-block-intentclicks-product-name has-text-align-center" style=""> <span data-wp-text="ta-gazelle/intentclicks::context.product.title"></span></h4></div> </div> <div class="ta-intentclicks-product-link-wrap wp-block-buttons wp-block-button aligncenter is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab"><a class="aligncenter wp-block-intentclicks-product-link wp-block-button__link " data-type="button" data-wp-bind--href="ta-gazelle/intentclicks::context.product.link" data-wp-bind--target="ta-gazelle/intentclicks::state.linkTargetAttr" rel="sponsored noopener nofollow" style="margin-bottom:var(--wp--preset--spacing--10);">Visit Website</a></div> <div data-wp-bind--hidden="ta-gazelle/intentclicks::!context.product.company_sizes.length" aria-describedby="companySizes" class="is-style-split wp-block-intentclicks-company-size has-small-font-size" style="padding-top:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);" data-wp-context='ta-gazelle/intentclicks::{"propName":"company_sizes","showAllValue":"Any Company Size","finalItemSuffix":" sized companies"}'><span>Good For</span><span class="company-sizes-list" data-wp-text="ta-gazelle/intentclicks::callbacks.concatPropList"></span><div role="tooltip" id="companySizes" class="icp-tooltip-content"> <div>Employees per Company Size</div> <div>Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+)</div> </div><span class="company-sizes-list" data-wp-bind--hidden="ta-gazelle/intentclicks::!context.isEditor"> Micro, Small, Medium Sized Companies </span></div> <div data-wp-bind--hidden="ta-gazelle/intentclicks::!context.product.features.length" class="is-style-split wp-block-intentclicks-product-features has-small-font-size" style="border-top-width:1px;border-top-color:#31313140; padding-top:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);" data-wp-context='ta-gazelle/intentclicks::{"maxResults":"3","propName":"features","shuffle":true}'><span>Core Features</span><span class="product-features-list" data-wp-text="ta-gazelle/intentclicks::callbacks.concatPropList"></span><span data-wp-bind--hidden="ta-gazelle/intentclicks::!context.isEditor"> Lorem ipsum, dolor, sit amet, consectetur, adipiscing, and more </span></div> <div data-wp-bind--hidden="ta-gazelle/intentclicks::!context.product.integrations.length" class="is-style-split wp-block-intentclicks-product-integrations has-small-font-size" style="border-top-width:1px;border-top-color:#31313140; padding-top:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);" data-wp-context='ta-gazelle/intentclicks::{"maxResults":"3","propName":"integrations","shuffle":true}'><span>Integrations </span><span class="product-integrations-list" data-wp-text="ta-gazelle/intentclicks::callbacks.concatPropList"></span><span data-wp-bind--hidden="ta-gazelle/intentclicks::!context.isEditor"> Lorem ipsum, dolor, sit amet, consectetur, adipiscing, and more </span></div></div> </template></div></div> </div> <div id="top-picks" class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-765 wp-block-group-is-layout-constrained" style="padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--70)"> <h2 id='our-top-11-crm-recommendations'><span class="ez-toc-section" id="our_top_11_crm_recommendations"></span>Our top 11 CRM recommendations<span class="ez-toc-section-end"></span></h2> <div class="wp-block-ta-gazelle-blocks-comp-table has-global-padding is-content-justification-center is-layout-constrained wp-container-ta-gazelle-blocks-comp-table-is-layout-2 wp-block-ta-gazelle-blocks-comp-table-is-layout-constrained"> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-header is-layout-flex wp-container-core-columns-is-layout-35 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <p class="has-text-align-center has-large-font-size"></p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-large-font-size"><strong>Expert Score</strong></p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-large-font-size"><strong><strong>Best for</strong></strong></p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-large-font-size"><strong>Key Features</strong></p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-393 wp-block-group-is-layout-flex"> <p class="has-text-align-center has-large-font-size"><strong><strong>Free Trial</strong></strong></p> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-large-font-size"><strong><strong>Free Version</strong></strong></p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-36 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column is-vertically-aligned-top has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-395 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-394 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="512" height="512" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot.png" alt="HubSpot logo." class="wp-image-128743" style="width:auto;height:70px" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot.png 512w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-300x300.png 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-45x45.png 45w" sizes="auto, (max-width: 512px) 100vw, 512px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>HubSpot Sales Hub</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-23 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/hubspot-sales-hub-use-only-on-ta-crm-d5091131d9ea" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit HubSpot</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-396 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.5</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-0-885-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path 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c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-0-885-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-0-885-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-0-885-star-3"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-0-885-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-0-885-star-4"><stop offset="50%" stop-color="#28874B"></stop><stop offset="50%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-0-885-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for integrations</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-127 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>AI-driven lead scoring</li> <li>Bidirectional scoring</li> <li>Pipeline management</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-37 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-398 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-397 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="350" height="222" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1.png" alt="Zoho CRM logo." class="wp-image-128512" style="width:70px" srcset="https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1.png 350w, https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1-300x190.png 300w" sizes="auto, (max-width: 350px) 100vw, 350px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Zoho CRM</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-24 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/zoho-crm-use-only-on-ta-crm-44e3a4f31491" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Zoho</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-399 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.5</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-1-153-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-1-153-star-0)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-1-153-star-1"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-1-153-star-1)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-1-153-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-1-153-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-1-153-star-3"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-1-153-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-1-153-star-4"><stop offset="50%" stop-color="#28874B"></stop><stop offset="50%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-1-153-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for decentralized teams</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-133 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>SalesSignals</li> <li>Blueprint</li> <li>AI-powered sales assistant Zia</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-38 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-401 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-400 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="108" height="138" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/output-onlinepngtools-1.png" alt="Shape CRM logo." class="wp-image-128750" style="width:auto;height:70px"/></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Shape CRM</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-25 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/shape-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Shape</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-402 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.4</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-2-791-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-2-791-star-0)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-2-791-star-1"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-2-791-star-1)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 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c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for flexibility</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-139 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Industry-specific modules</li> <li>Dynamic data enrichment</li> <li>Predictive analytics</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-39 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-404 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-403 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="400" height="400" loading="lazy" src="https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo.png" alt="Pipedrive logo." class="wp-image-128461" style="width:auto;height:70px" srcset="https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo.png 400w, 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style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noopener nofollow sponsored">Visit Pipedrive</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-405 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.2</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-3-95-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path 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d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for pipeline management and optimization</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-145 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Streamlined lead routing</li> <li>Revenue Forecasting</li> <li>Smart contact management</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-40 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-407 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-406 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="439" height="313" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo.png" alt="Salesforce logo." class="wp-image-128755" style="width:70px" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo.png 439w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo-300x214.png 300w" sizes="auto, (max-width: 439px) 100vw, 439px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Salesforce Sales Cloud</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-27 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/salesforce-data-cloud" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Salesforce</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-408 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.0</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-4-197-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" 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stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-4-197-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best CRM for enterprises</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-151 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>360-degree customer view</li> <li>Einstein AI analytics</li> <li>Broad scalability</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-41 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-410 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-409 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="256" height="161" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/oracle.png" alt="Oracle logo." class="wp-image-128756" style="width:70px"/></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Oracle Netsuite CRM</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-28 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/oracle-netsuite-crm-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Oracle</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-411 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">4.0</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-5-38-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-5-38-star-0)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-5-38-star-1"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-5-38-star-1)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 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c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best all-in-one solution</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-157 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Marketing automation</li> <li>Customer service management</li> <li>Advanced order management</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-2047f951b1a87b1e3eac1ada8571ac87" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-42 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-413 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-412 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="256" height="256" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/insightly.png" alt="Insightly logo." class="wp-image-128759" style="width:auto;height:70px" srcset="https://assets.technologyadvice.com/uploads/2023/06/insightly.png 256w, https://assets.technologyadvice.com/uploads/2023/06/insightly-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/insightly-45x45.png 45w" sizes="auto, (max-width: 256px) 100vw, 256px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Insightly</strong></p> </div> <div class="wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/insightly-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Insightly</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-414 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">3.9</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-6-411-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" 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c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-6-411-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-6-411-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-6-411-star-3"><stop offset="89.99999999999999%" stop-color="#28874B"></stop><stop offset="89.99999999999999%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-6-411-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-6-411-star-4"><stop offset="0%" stop-color="#28874B"></stop><stop offset="0%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-6-411-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for easy-to-read analytics and reporting</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-163 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Advanced reporting</li> <li>Dashboard visualization</li> <li>Comprehensive forecasting</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-43 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-416 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-415 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="175" height="256" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/keap-1.png" alt="Keap logo." class="wp-image-128764" style="width:auto;height:70px"/></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Keap</strong></p> </div> <div class="wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/keap-use-only-on-ta-crm-a0e55d34869f" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="sponsored noopener nofollow">Visit Keap</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-417 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">3.8</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-7-464-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-7-464-star-0)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-7-464-star-1"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-7-464-star-1)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-7-464-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-7-464-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-7-464-star-3"><stop offset="79.99999999999999%" stop-color="#28874B"></stop><stop offset="79.99999999999999%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-7-464-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-7-464-star-4"><stop offset="0%" stop-color="#28874B"></stop><stop offset="0%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-7-464-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for sales and marketing synergy</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-169 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Smart client management</li> <li>Integrated appointments</li> <li>Pipeline automation</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-44 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-419 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-418 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="512" height="512" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/copper-crm.png" alt="Copper CRM logo." class="wp-image-128766" style="width:auto;height:70px" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-crm.png 512w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-300x300.png 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-45x45.png 45w" sizes="auto, (max-width: 512px) 100vw, 512px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Copper CRM</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-31 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/copper-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Copper</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-420 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">3.8</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient 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c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-8-892-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-8-892-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-8-892-star-3"><stop offset="79.99999999999999%" stop-color="#28874B"></stop><stop offset="79.99999999999999%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-8-892-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-8-892-star-4"><stop offset="0%" stop-color="#28874B"></stop><stop offset="0%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-8-892-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for security</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-175 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Google Workspace integration</li> <li>Robust security platform</li> <li>Automated data entry</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-45 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-422 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-421 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="104" height="126" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/clickup.png" alt="ClickUp logo." class="wp-image-128768" style="width:auto;height:70px"/></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>ClickUp</strong></p> </div> <div class="wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/clickup-crm-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit ClickUp</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-423 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">3.8</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-9-381-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-9-381-star-0)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-9-381-star-1"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-9-381-star-1)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-9-381-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-9-381-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-9-381-star-3"><stop offset="79.99999999999999%" stop-color="#28874B"></stop><stop offset="79.99999999999999%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-9-381-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-9-381-star-4"><stop offset="0%" stop-color="#28874B"></stop><stop offset="0%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-9-381-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for project management</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-181 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Task and project management</li> <li>Collaboration detection</li> <li>Goal tracking</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> </div> <div class="wp-block-columns is-not-stacked-on-mobile comp-table-row is-layout-flex wp-container-core-columns-is-layout-46 wp-block-columns-is-layout-flex" style="margin-top:0px;margin-bottom:0px"> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px;flex-basis:290px"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-425 wp-block-group-is-layout-flex" style="margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-424 wp-block-group-is-layout-flex"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="205" height="200" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm.png" alt="Less Annoying CRM logo." class="wp-image-128771" style="width:70px" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm.png 205w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-45x45.png 45w" sizes="auto, (max-width: 205px) 100vw, 205px" /></figure> <p style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);font-style:normal;font-weight:400"><strong>Less Annoying CRM</strong></p> </div> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-33 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-font-size is-style-btn-dark has-custom-icon has-button-icon--open-in-new-tab" style="font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/less-annoying-crm-ta-crm" style="padding-top:8px;padding-right:var(--wp--preset--spacing--30);padding-bottom:8px;padding-left:var(--wp--preset--spacing--30)" target="_blank" rel="noreferrer noopener nofollow">Visit Less Annoying CRM</a></div> </div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-426 wp-block-group-is-layout-flex"> <p class="has-small-font-size" style="line-height:1.28">3.5</p> <div class="wp-block-ta-gazelle-blocks-ratings-block"><div class="stars-out-of"><div class="star-rating"><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-10-132-star-0"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-10-132-star-0)" class="st0" 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c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-10-132-star-2"><stop offset="100%" stop-color="#28874B"></stop><stop offset="100%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-10-132-star-2)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-10-132-star-3"><stop offset="50%" stop-color="#28874B"></stop><stop offset="50%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-10-132-star-3)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span><span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><defs><linearGradient id="grad-10-132-star-4"><stop offset="0%" stop-color="#28874B"></stop><stop offset="0%" stop-color="#F8FDF2"></stop></linearGradient></defs><path fill="url(#grad-10-132-star-4)" class="st0" d="M15.59,6.82c0.37-0.37,0.17-1.02-0.35-1.1l-4.28-0.64c-0.21-0.03-0.38-0.16-0.48-0.35L8.57,0.76 c-0.23-0.48-0.9-0.48-1.13,0L5.52,4.73C5.43,4.92,5.25,5.05,5.04,5.08L0.76,5.72C0.24,5.8,0.03,6.45,0.41,6.82l3.1,3.09 c0.15,0.15,0.22,0.36,0.18,0.57l-0.73,4.36c-0.09,0.53,0.45,0.93,0.92,0.68l3.83-2.06c0.18-0.1,0.4-0.1,0.59,0l3.83,2.06 c0.46,0.25,1-0.15,0.92-0.68l-0.73-4.36c-0.04-0.21,0.03-0.42,0.18-0.57L15.59,6.82z"></path></svg></span></div></div></div> </div> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-small-font-size" style="line-height:1.25">Best for simplicity</p> </div> <div class="wp-block-column has-border-color has-global-padding is-content-justification-left is-layout-constrained wp-container-core-column-is-layout-187 wp-block-column-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <ul class="wp-block-list"> <li>Simple user interface</li> <li>Customizability</li> <li>Quite affordable</li> </ul> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-xx-large-font-size" style="line-height:1.25">✅</p> </div> <div class="wp-block-column has-border-color is-layout-flow wp-block-column-is-layout-flow" style="border-color:#D1DBE4;border-width:1px;padding-top:32px;padding-right:8px;padding-bottom:32px;padding-left:8px"> <p class="has-text-align-center has-text-color has-link-color has-xx-large-font-size wp-elements-1ae6ba351681683bf269749e5843fc32" style="color:#ff0000;line-height:1.25">✖</p> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-457 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-48 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-47 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="512" height="512" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot.png" alt="HubSpot logo." class="wp-image-128743" style="width:auto;height:72px" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot.png 512w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-300x300.png 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-45x45.png 45w" sizes="auto, (max-width: 512px) 100vw, 512px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='hubspot-sales-hub-%e2%80%93-best-for-integrations'>HubSpot Sales Hub – Best for integrations</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-34 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/hubspot-sales-hub-use-only-on-ta-crm-d5091131d9ea" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit HubSpot</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-456 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-449 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-429 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-427 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-428 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-126"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-448 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-432 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-430 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-431 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-127"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-435 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-433 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-434 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-128"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:88.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-438 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-436 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-437 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-129"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-441 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-439 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-440 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-130"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-444 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-442 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-443 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-131"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-447 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-445 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-446 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-132"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-452 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">One of the most trusted names in the industry</li> <li class="is-style-green-check">First-class automation and integration options</li> <li class="is-style-green-check">CRM, email marketing, and website management in one place</li> <li>Free plan</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Higher-end cost structure for paid plans and added tools</li> <li>Best for use cases that need more than just CRM software</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-454 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-hubspot'>Why we Chose HubSpot</h4> <p>HubSpot Sales Hub is recommended as the best CRM for integration options due to its unparalleled ease of integration, free offerings, and a user-friendly platform that simplifies complex processes. It’s the ideal choice for businesses that value a cohesive, interconnected suite of tools to streamline their operations.</p> <p>HubSpot’s CRM earned near-perfect scores across the board, boasting a 95.83/100 for both API availability and integration ease, and a 100/100 for the breadth of native add-ons and third-party integrations. </p> <p>The ‘no contract required’ policy and free plan make the platform a rarity among competitors. This approach democratizes access to powerful CRM tools, and makes it an attractive option for businesses of all sizes.</p> <p>While Salesforce is often lauded for its extensive feature set and scalability, HubSpot Sales Hub is the go-to for businesses prioritizing ease of integration and user-friendly experiences. It’s particularly well-suited for companies that leverage a wide array of tools and require a CRM that can integrate with them.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_579f9e-70 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_b1a9a1-df"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>HubSpot CRM is designed to help you streamline your business operations by integrating marketing, sales, and customer service into one seamless platform. </p> <p>Known for its user-friendly interface and comprehensive sales and marketing features, HubSpot CRM provides tools for contact management, email tracking, deal pipelines, and marketing automation. Its integration capabilities with popular business apps ensure you can manage all your customer interactions and data from a single platform. HubSpot’s free tier offers comprehensive functionalities, making it accessible for small businesses and startups, while scalable options are available for larger enterprises needing advanced features and customizations. Its extensive training resources also help to speed up adoption of the software.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_7baf60-0f"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Contact management</strong>: Provides a detailed view of contacts, tracking every interaction automatically and allowing users to easily manage customer relationships.</li> <li><strong>Email tracking and notifications</strong>: Enables real-time notifications when a contact opens an email, allowing sales teams to follow up effectively.</li> <li><strong>Pipeline management</strong>: Offers a visual dashboard for managing sales pipelines, helping teams to track deals and stages effectively.</li> <li><strong>Meeting scheduling</strong>: Provides a tool to simplify meeting scheduling by syncing with your calendar and allowing contacts to book time directly.</li> <li><strong>AI-driven lead scoring:</strong> Uses predictive analytics and behavioral data to prioritize leads, helping sales teams focus on high-potential opportunities.</li> <li><strong>Bidirectional integration: </strong>Supports seamless integration with hundreds of third-party applications through a robust API, enhancing workflow automation and data synchronization.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_56cd0c-b5"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_38e56a-b8 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_38e56a-b8 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts.png" data-description="HubSpot lets you enroll contacts in sales sequence workflows (Source: HubSpot)" data-alt="HubSpot enroll contacts." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts.png" width="684" height="656" alt="HubSpot enroll contacts." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts.png" data-id="128777" class="wp-image-128777 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts.png 684w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-enroll-contacts-300x288.png 300w" sizes="auto, (max-width: 684px) 100vw, 684px" /></div></div><div class="kadence-blocks-gallery-item__caption">HubSpot lets you enroll contacts in sales sequence workflows (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools.png" data-description="HubSpot ABM tools help foster personalized engagement (Source: HubSpot)" data-alt="HubSpot ABM tools." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools.png" width="744" height="688" alt="HubSpot ABM tools." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools.png" data-id="128778" class="wp-image-128778 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools.png 744w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-abm-tools-300x277.png 300w" sizes="auto, (max-width: 744px) 100vw, 744px" /></div></div><div class="kadence-blocks-gallery-item__caption">HubSpot ABM tools help foster personalized engagement (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs.jpg" data-description="Call logs with notes preview and transcript (Source: HubSpot)" data-alt="HubSpot call logs." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs-1024x652.jpg" width="1024" height="652" alt="HubSpot call logs." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs.jpg" data-id="128779" class="wp-image-128779 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs-1024x652.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs-300x191.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs-768x489.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-call-logs.jpg 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Call logs with notes preview and transcript (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search.jpg" data-description="Document search in HubSpot including standard sales content (Source: HubSpot)" data-alt="HubSpot document search." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search-1024x650.jpg" width="1024" height="650" alt="HubSpot document search." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search.jpg" data-id="128780" class="wp-image-128780 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search-1024x650.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search-300x191.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search-768x488.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-document-search.jpg 1280w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Document search in HubSpot including standard sales content (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information.jpg" data-description="Contact information with prioritization, status, and task overview (Source: HubSpot)" data-alt="HubSpot contact information." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information-1024x607.jpg" width="1024" height="607" alt="HubSpot contact information." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information.jpg" data-id="128781" class="wp-image-128781 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information-1024x607.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information-300x178.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information-768x455.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-contact-information.jpg 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Contact information with prioritization, status, and task overview (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences.jpg" data-description="HubSpot lets users create sequences based on user action. (Source: HubSpot)" data-alt="HubSpot sequences creation." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences-1024x650.jpg" width="1024" height="650" alt="HubSpot sequences creation." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences.jpg" data-id="128782" class="wp-image-128782 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences-1024x650.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences-300x191.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences-768x488.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-sequences.jpg 1280w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">HubSpot lets users create sequences based on user action. (Source: HubSpot)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace.png" data-description="HubSpot Prospecting Workspace for efficiently managing workloads (Source: HubSpot)" data-alt="HubSpot prospecting workspace." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace-1024x593.png" width="1024" height="593" alt="HubSpot prospecting workspace." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace.png" data-id="128783" class="wp-image-128783 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace-1024x593.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace-300x174.png 300w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace-768x445.png 768w, https://assets.technologyadvice.com/uploads/2023/06/hubspot-prospecting-workspace.png 1166w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">HubSpot Prospecting Workspace for efficiently managing workloads (Source: HubSpot)</div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_5cc0d9-c4"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/c/hubspot-sales-hub-use-only-on-ta-crm-d5091131d9ea">Free Trial</a> Available</p> <h4><strong>Free Plan:</strong id=''></h4> <p><strong>Price:</strong> $0/month</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Contact management</li> <li>Deal pipeline</li> <li>Quotes</li> <li>Live chat</li> <li>Meeting scheduling</li> </ul> <h4><strong>Starter Plan:</strong id=''></h4> <p><strong>Price:</strong> $20/seat/month billed monthly</p> <p><strong>Features:</strong></p> <p>Everything in Free, plus:</p> <ul class="wp-block-list"> <li>Sales automation</li> <li>Goals</li> <li>Sales content analytics</li> <li>Payments</li> <li>Task queues</li> </ul> <h4><strong>Professional Plan:</strong id=''></h4> <p><strong>Price:</strong> $100/seat/month billed monthly</p> <p><strong>Features:</strong> </p> <p>Everything in Starter, plus:</p> <ul class="wp-block-list"> <li>Prospecting and lead management</li> <li>Sequences</li> <li>Forecasting</li> <li>Custom Reporting</li> <li>Sales Analytics</li> <li>Playbooks</li> </ul> <h4><strong>Enterprise Plan:</strong id=''></h4> <p><strong>Price: </strong>$150/seat/month billed monthly</p> <p><strong>Features:</strong></p> <p>Everything in Professional, plus:</p> <ul class="wp-block-list"> <li>Custom objects</li> <li>Predictive lead scoring</li> <li>Conversation intelligence</li> <li>Recurring revenue tracking</li> <li>Deal Journey Analytics</li> </ul> <p>For more detailed pricing and features, visit HubSpot Sales Hub Pricing.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-488 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-50 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-49 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="350" height="222" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1.png" alt="Zoho CRM logo." class="wp-image-128512" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1.png 350w, https://assets.technologyadvice.com/uploads/2023/01/Zoho-Logo-1-300x190.png 300w" sizes="auto, (max-width: 350px) 100vw, 350px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='zoho-crm-%e2%80%93-best-for-decentralized-teams'>Zoho CRM – Best for decentralized teams</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-35 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/zoho-crm-use-only-on-ta-crm-44e3a4f31491" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit Zoho</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-487 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-480 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-460 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-458 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-459 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-133"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-479 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-463 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-461 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-462 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-134"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:84.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-466 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-464 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-465 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-135"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-469 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-467 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-468 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-136"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-472 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-470 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-471 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-137"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:88.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-475 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-473 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-474 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-138"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:100%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-478 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-476 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-477 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-139"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-483 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Remote-first functionality and support</li> <li class="is-style-green-check">Amble collaboration tools for decentralized teams</li> <li class="is-style-green-check">Additional tool sets for other critical business needs</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Free/low-cost plans have reduced functionality</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-485 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-zoho-crm'>Why We Chose Zoho CRM</h4> <p>Zoho CRM is best for decentralized teams because it delivers a combination of flexibility, connectivity, and comprehensive features that are unmatched in the market. Its high scores in collaboration tools and mobile app functionality are not just numbers—they reflect a real-world efficacy that decentralized teams can rely on.</p> <p>Zoho CRM scores an impressive 96/100 in advanced features, with perfect scores in multi-channel support and collaboration tools, essential for decentralized teams. Its ability to provide customer geo-location features and VOIP support further cements its position as the go-to CRM for teams operating remotely.</p> <p>Additionally, Zoho offers a more seamless experience across all devices compared to competitors.</p> <p>Zoho’s AI-powered Sales Assistant, Zia, offers smart sales forecasting, crucial for coordinating dispersed teams. SalesSignals keeps teams in sync with real-time, multi-channel notifications. Blueprint guides remote teams through each deal stage, providing process clarity. Zoho’s unique multi-channel support covers everything from email to social media, ensuring all team interactions are captured, irrespective of location.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_4dcff8-65 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_4a1808-3e"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/c/zoho-crm-use-only-on-ta-crm-44e3a4f31491" target="_blank" rel="noreferrer noopener sponsored nofollow">Zoho CRM</a> is part of a larger platform that includes HR, accounting, operations, and more, placing it in a similar bracket to NetSuite. It’s accomplished this while still maintaining low overhead costs, thanks to its remote-first work environment. </p> <p>That prioritization of decentralized collaboration carries over to their suite of software solutions, including their CRM. With features and tools comparable to its peers in this list, but with the added bonus of designing the platform to function across time zones and national boundaries.</p> <p>The software is tailored to meet the needs of businesses of all sizes, with a free plan and no contract requirement. Its pricing structure is competitive, offering value for money and reflecting an understanding of diverse business models.</p> <p>Zoho CRM’s interface is intuitive, scoring a 75/100 in design, and it supports a mild learning curve, ensuring new users can quickly adapt. The platform’s customizability is a standout feature, allowing businesses to tailor the CRM to their unique processes.</p> <p>In terms of product design, Zoho CRM has been crafted with the user in mind, offering a balance between functionality and simplicity. This balance is critical for user adoption and long-term engagement with the platform.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_69c703-89"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>AI-Powered Sales Assistant (Zia)</strong>: Zoho CRM offers an AI-powered sales assistant called Zia that can predict trends, anomalies, and conversions, making sales forecasting smarter.</li> <li><strong>SalesSignals</strong>: This feature provides real-time notifications from across multiple channels like phone, email, social media, and live chat, ensuring you never miss an interaction.</li> <li><strong>Blueprint</strong>: Zoho’s Blueprint feature helps businesses design and automate their sales processes, ensuring that salespeople know exactly what to do at each stage of the deal.</li> <li><strong>Multi-Channel Support</strong>: Zoho CRM offers multi-channel support for phone, email, live chat, social media, and in-person meetings, keeping your team connected no matter how you communicate.</li> <li><strong>Advanced analytics and forecasting:</strong> Offers customizable reports and dashboards with advanced analytics capabilities, enabling precise sales forecasting and performance tracking.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_812ccc-9d"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_ce915c-7f alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_ce915c-7f kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity.png" data-alt="Zoho Inventory sales activity." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity-1024x531.png" width="1024" height="531" alt="Zoho Inventory sales activity." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity.png" data-id="128789" class="wp-image-128789 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity-1024x531.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity-300x156.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity-768x398.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity-1536x797.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-sales-activity.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports.png" data-alt="Zoho CRM reports." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports-1024x588.png" width="1024" height="588" alt="Zoho CRM reports." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports.png" data-id="128790" class="wp-image-128790 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports-1024x588.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports-300x172.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports-768x441.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports-1536x882.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-reports.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets.png" data-alt="Zoho CRM tickets." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets-1024x622.png" width="1024" height="622" alt="Zoho CRM tickets." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets.png" data-id="128791" class="wp-image-128791 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets-1024x622.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets-300x182.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets-768x467.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets-1536x933.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-tickets.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview.jpg" data-alt="Zoho CRM profile overview." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview-1024x621.jpg" width="1024" height="621" alt="Zoho CRM profile overview." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview.jpg" data-id="128792" class="wp-image-128792 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview-1024x621.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview-300x182.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview-768x466.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview-1536x932.jpg 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-profile-overview.jpg 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields.png" data-alt="Zoho CRM map fields." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields-1024x541.png" width="1024" height="541" alt="Zoho CRM map fields." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields.png" data-id="128793" class="wp-image-128793 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields-1024x541.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields-300x159.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields-768x406.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields-1536x812.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-map-fields.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity.png" data-description="(Source: Zoho)" data-alt="Zoho Inventory sales activity." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity-1024x611.png" width="1024" height="611" alt="Zoho Inventory sales activity." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity.png" data-id="128794" class="wp-image-128794 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity-1024x611.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity-300x179.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity-768x458.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity-1536x917.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-sales-activity.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">(Source: Zoho)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard.jpg" data-description="Zoho photo" data-alt="Zoho CRM dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard-1024x667.jpg" width="1024" height="667" alt="Zoho CRM dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard.jpg" data-id="128795" class="wp-image-128795 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard-1024x667.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard-300x196.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard-768x501.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-crm-dashboard.jpg 1100w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Zoho photo</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management.jpg" data-description="ZOHO offers a powerful tool to help with contact management, ensuring your team has all the information they need right at their fingertips. Photo: ZOHO" data-alt="Zoho contact management." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management.jpg" width="640" height="400" alt="Zoho contact management." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management.jpg" data-id="128796" class="wp-image-128796 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management.jpg 640w, https://assets.technologyadvice.com/uploads/2023/06/zoho-contact-management-300x188.jpg 300w" sizes="auto, (max-width: 640px) 100vw, 640px" /></div></div><div class="kadence-blocks-gallery-item__caption">ZOHO offers a powerful tool to help with contact management, ensuring your team has all the information they need right at their fingertips. Photo: ZOHO</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard.png" data-alt="Zoho Inventory sales activity in-quantity." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard-1024x591.png" width="1024" height="591" alt="Zoho Inventory sales activity in-quantity." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard.png" data-id="128797" class="wp-image-128797 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard-1024x591.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard-300x173.png 300w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard-768x444.png 768w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard-1536x887.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/zoho-inventory-dashboard.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_4a9fd0-4c"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/c/zoho-crm-use-only-on-ta-crm-44e3a4f31491">Free Trial</a> Available</p> <h4><strong>Free Edition:</strong id=''></h4> <p><strong>Price:</strong> $0 (for 3 users)</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Basic CRM functionalities</li> <li>Limited to 3 users</li> <li>Lead and contact management</li> </ul> <h4><strong>Standard Edition:</strong id=''></h4> <p><strong>Price: </strong>$20/user/month billed monthly or $14/user/month billed annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Sales tracking</li> <li>Custom dashboards</li> <li>Multiple pipelines</li> <li>Sales forecasting</li> <li>Social media management</li> </ul> <h4><strong>Professional Edition:</strong id=''></h4> <p><strong>Price:</strong> $35/user/month billed monthly or $23/user/month billed annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Everything in Standard, plus:</li> <li>Advanced customizations</li> <li>Process management</li> </ul> <h4><strong>Enterprise Edition:</strong id=''></h4> <p><strong>Price:</strong> $50/user/month billed monthly or $40/user/month billed annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Advanced customization</li> <li>Territory management</li> <li>More extensive analytics and business intelligence tools</li> <li>AI-driven sales insights</li> </ul> <h4><strong>Ultimate Edition:</strong id=''></h4> <p><strong>Price: </strong>$52/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Enterprise features, plus:</p> <ul class="wp-block-list"> <li>Higher storage</li> <li>Enhanced customization</li> <li>Advanced automation capabilities</li> </ul> <p>For more detailed information on pricing and features, visit the Zoho CRM Pricing page.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-519 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-52 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-51 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="108" height="138" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/output-onlinepngtools-1.png" alt="Shape CRM logo." class="wp-image-128750" style="width:auto;height:70px"/></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='shape-crm-%e2%80%93-best-for-flexibility'>Shape CRM – Best for flexibility</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-36 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/shape-ta-crm" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit Shape</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-518 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-511 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-491 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-489 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4.4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-490 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-140"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:88.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-510 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-494 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-492 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-493 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-141"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:88.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-497 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-495 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.1/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-496 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-142"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:82%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-500 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-498 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-499 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-143"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:92%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-503 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-501 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-502 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-144"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:88.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-506 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-504 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-505 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-145"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-509 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-507 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-508 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-146"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-514 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">User-friendly interface</li> <li class="is-style-green-check">Onboarding and training webinars offered daily</li> <li class="is-style-green-check">Prioritized list views</li> <li>Industry-specific modules</li> <li>Flat fee</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>eSignature functionality could be improved</li> <li>Higher price point</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-516 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-shape-crm'>Why We Chose Shape CRM</h4> <p>Shape CRM’s design philosophy centers around user-driven customization. This approach is evident in its intuitive interface, which allows users to easily modify and adapt the platform to their specific needs, enhancing the overall user experience beyond standard CRM offerings.</p> <p>It offers a compelling blend of industry-specific features, making it a top pick for businesses with specialized needs. And, it has all the bells and whistles. Scoring high in advanced features (not an easy feat), it offers a dedicated dialer that can be considered a full VoIP system, an AI chatbot and assistant, and geo-location integration options.</p> <p>Its flexibility also makes it a top choice for specific industries. Unlike many CRM systems that offer rigid, one-size-fits-all solutions, Shape CRM provides a highly customizable platform.</p> <p>Shape CRM’s flexibility extends to its comprehensive automation tools for sales and marketing processes. These tools help automate repetitive tasks, increase productivity, and focus on high-quality leads. Its customizable workflows and task management capabilities make it easier to keep track of customer interactions and internal operations, ensuring efficient resource allocation and improved business outcomes.</p> <p>Comparatively, Zoho CRM also offers significant flexibility with its extensive customization options and a wide range of integrations. However, Shape CRM provides a more specialized approach with industry-specific templates and features designed to meet the unique needs of different sectors. Additionally, Shape CRM’s integration of communication tools, such as built-in call, text, and email functionalities, streamlines customer interactions and reduces the need for multiple systems.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_6302df-74 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_b42734-22"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Shape CRM has carved a niche for itself by offering highly customizable solutions tailored to various industries. Originating as a tool to simplify complex business processes, it has evolved to include features like AI lead scoring and bi-directional texting. The platform is lauded for its scalability and extensive features.</p> <p>Recently, they’ve added bulk texting capabilities and enhanced payment options, further streamlining business communication and transactions. However, the cost could be a consideration for smaller enterprises.</p> <p>One of the few gripes I have about Shape is its pricing structure. At $99/month if billed annually, it is on the higher end per user. However, the platform does include about everything a sales team needs. A tiered pricing structure in the future could fix this, allowing customers to choose their optimal level features for the price.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_c7aebf-ec"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><strong>Lead engine</strong>: Offers landing pages, lead distribution, automated scheduling, and more.</p> <p><strong>Built-in phone dialer</strong>: Call tracking, live monitoring, and intelligent call routing.</p> <p><strong>AI chatbot</strong>: Transcription assistant, and text and image generator.</p> <p><strong>Dynamic data enrichment:</strong> Automatically enriches contact and lead profiles with relevant data from various sources, ensuring up-to-date and comprehensive customer information.</p> <p><strong>Predictive analytics: </strong>Utilizes machine learning algorithms to predict customer behavior and sales outcomes, helping businesses make data-driven decisions and optimize their sales strategies.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_5d8541-b3"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_9c16e0-86"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>$99/month when billed annually.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-550 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-54 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-53 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="400" height="400" loading="lazy" src="https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo.png" alt="Pipedrive logo." class="wp-image-128461" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo.png 400w, https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo-300x300.png 300w, https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo-75x75.png 75w, https://assets.technologyadvice.com/uploads/2024/08/pipedrive-logo-45x45.png 45w" sizes="auto, (max-width: 400px) 100vw, 400px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='pipedrive-%e2%80%93-best-for-pipeline-management-and-optimization'>Pipedrive – Best for pipeline management and optimization</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-37 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/pipedrive-use-only-on-ta-crm-b87fa23f8ba1" target="_blank" rel="sponsored noopener nofollow">Visit Pipedrive</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-549 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-542 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-522 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-520 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4.2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-521 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-147"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:84.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-541 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-525 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-523 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-524 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-148"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-528 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-526 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-527 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-149"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-531 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-529 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-530 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-150"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:92%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-534 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-532 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-533 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-151"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-537 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-535 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-536 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-152"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-540 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-538 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-539 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-153"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-545 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">AI-powered lead tracking</li> <li class="is-style-green-check">Helps teams focus their energy on more effective efforts</li> <li class="is-style-green-check">Approachable interface</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Not as valuable for teams with existing, well-refined lead pipelines</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-547 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-pipedrive'>Why We Chose Pipedrive</h4> <p>Pipedrive is best for businesses that prioritize sales process optimization. Its intuitive design, combined with powerful automation and analytics, makes it an ideal tool for sales teams to streamline their workflows.</p> <p>Pipedrive’s visual sales pipeline breathes life into deal progression, streamlining the sales process in a digestible, visual format. Complemented by comprehensive Sales Reporting, users glean valuable insights into performance trends. With seamless Email Integration, tracking correspondence and automating follow-ups becomes effortless. Pipedrive’s Activity and Goal Tracking further keep sales efforts aligned, optimizing pipeline progress. For businesses seeking a clear view and control over their sales pipeline, Pipedrive has the right formula, making it a top recommendation in the CRM domain.</p> <p>Pipedrive’s overall score of 83.3 out of 100, with a 4.2-star rating, is a testament to its balanced performance across various criteria. It excels in core features like sales pipeline, task automation, and email integration, which are pivotal for effective CRM functionality.</p> <p>Compared to other CRMs like Salesforce or HubSpot, Pipedrive is more accessible and less complex, making it ideal for small to medium-sized businesses or teams that require a straightforward, efficient sales process without the need for extensive customization or complex integrations.</p> <p>Pipedrive is designed to help teams make the most of their leads, and focus on the ones most likely to convert. It does this through a variety of non-conventional CRM capabilities, including AI analytics, intelligence software, and prescriptive data insights. </p> <p>The interface is also carefully crafted to present the most relevant information in a visual, easy-to-digest manner. Properly implemented, Pipedrive can dramatically reduce the number of leads that slip through the cracks, and the number of dead ends chased by sales staff.</p> <p>Recent additions include improved AI analytics and more third-party integrations.</p> <p>For more information on Pipedrive, check out <a href="https://www.pipedrive.com/en/blog/learn/product-updates" target="_blank" rel="noreferrer noopener">Pipedrive Product Updates</a> and <a href="https://community.pipedrive.com/categories/whats-new" target="_blank" rel="noreferrer noopener">Pipedrive Community</a>.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_814fa9-f0 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_c49606-25"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About Vendor</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p></p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_09c798-c5"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Pipeline management</strong>: Pipedrive offers a visual sales pipeline which allows users to effectively manage deals at different stages and streamline the sales process.</li> <li><strong>Sales reporting</strong>: Pipedrive includes comprehensive sales reporting features to provide insights and monitor sales performance over time.</li> <li><strong>Email integration</strong>: Pipedrive provides seamless email integration, allowing users to send and receive emails directly from the CRM, track correspondence and automate follow-ups.</li> <li><strong>Activity and goal tracking</strong>: Pipedrive allows users to set and monitor goals and activities, keeping sales efforts aligned with business objectives.</li> <li><strong>Sales automation:</strong> Pipedrive’s workflow automation feature enables users to automate repetitive tasks, such as sending emails or updating deal stages, to save time and ensure consistency in sales processes.</li> <li><strong>Smart contact data:</strong> Pipedrive enriches contact profiles by pulling in data from social media and other online sources, providing users with comprehensive and up-to-date information about their contacts.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_d28d02-45"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_f5c83a-65 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_f5c83a-65 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard.png" data-description="The Pipedrive dashboard." data-alt="The Pipedrive dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard-1024x640.png" width="1024" height="640" alt="The Pipedrive dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard.png" data-id="128809" class="wp-image-128809 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard-1024x640.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard-300x188.png 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard-768x480.png 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-dashboard.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">The Pipedrive dashboard.</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation.jpg" data-description="The Pipedrive workflow automation." data-alt="The Pipedrive workflow automation." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation.jpg" width="976" height="511" alt="The Pipedrive workflow automation." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation.jpg" data-id="128810" class="wp-image-128810 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation.jpg 976w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation-300x157.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-workflow-automation-768x402.jpg 768w" sizes="auto, (max-width: 976px) 100vw, 976px" /></div></div><div class="kadence-blocks-gallery-item__caption">The Pipedrive workflow automation.</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights.jpg" data-alt="Pipedrive insights." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights-1024x640.jpg" width="1024" height="640" alt="Pipedrive insights." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights.jpg" data-id="128811" class="wp-image-128811 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights-1024x640.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights-300x188.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights-768x480.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-insights.jpg 1440w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector.jpg" data-alt="Pipedrive bar graph." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-1024x484.jpg" width="1024" height="484" alt="Pipedrive bar graph." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector.jpg" data-id="128812" class="wp-image-128812 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-1024x484.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-300x142.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-768x363.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-1536x726.jpg 1536w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector.jpg 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2.jpg" data-alt="Pipedrive variety of charts and graphs." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2-1024x447.jpg" width="1024" height="447" alt="Pipedrive variety of charts and graphs." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2.jpg" data-id="128813" class="wp-image-128813 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2-1024x447.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2-300x131.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2-768x336.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2-1536x671.jpg 1536w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-vector-2.jpg 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard.png" data-alt="Pipedrive executive dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard-1024x640.png" width="1024" height="640" alt="Pipedrive executive dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard.png" data-id="128814" class="wp-image-128814 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard-1024x640.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard-300x188.png 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard-768x480.png 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard-1536x960.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-executive-dashboard.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard.png" data-alt="Pipedrive sales dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard-1024x572.png" width="1024" height="572" alt="Pipedrive sales dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard.png" data-id="128815" class="wp-image-128815 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard-1024x572.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard-300x167.png 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard-768x429.png 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard-1536x857.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-sales-dashboard.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email.png" data-alt="Pipedrive email." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email-1024x591.png" width="1024" height="591" alt="Pipedrive email." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email.png" data-id="128816" class="wp-image-128816 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email-1024x591.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email-300x173.png 300w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email-768x443.png 768w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email-1536x886.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/pipedrive-email.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_e872cc-a0"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/c/pipedrive-use-only-on-ta-crm-b87fa23f8ba1">Free trial</a> available</p> <h4><strong>Essential:</strong id=''></h4> <p><strong>Price:</strong> $24 per seat per month billed monthly or $14 per seat per month billed annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Lead and pipeline management</li> <li>Data import</li> <li>400+ integrations</li> <li>Contact reports</li> <li>Personalized onboarding</li> </ul> <h4><strong>Advanced:</strong id=''></h4> <p><strong>Price: </strong>$49 per seat per month billed monthly or $39 per seat per month billed annually</p> <p><strong>Features:</strong></p> <p>Everything from previous tier plus:</p> <ul class="wp-block-list"> <li>Full email sync</li> <li>Automations builder, including email sequences</li> <li>Call and email scheduling</li> <li>Live chat support</li> </ul> <h4><strong>Professional:</strong id=''></h4> <p><strong>Price:</strong> $69 per seat per month billed monthly or $49 per seat per month billed annually</p> <p><strong>Features:</strong></p> <p>Everything from previous tiers plus:</p> <ul class="wp-block-list"> <li>AI Sales Assistant</li> <li>Contract management</li> <li>Lead routing</li> <li>Team management</li> <li>Revenue forecasts</li> <li>Extra data entry and data quality settings</li> </ul> <h4><strong>Power:</strong id=''></h4> <p><strong>Price:</strong> $79 per seat per month billed monthly or $64 per seat per month billed annually</p> <p><strong>Features:</strong></p> <p>Everything from previous tiers plus:</p> <ul class="wp-block-list"> <li>Project planning</li> <li>More control of account permissions and visibilities</li> <li>24/7 live chat support</li> <li>Phone support</li> </ul> <h4><strong>Enterprise:</strong id=''></h4> <p><strong>Price:</strong> $129 per seat per month billed monthly or $99 per seat per month billed annually</p> <p>Features:</p> <p>Everything in the previous tiers plus:</p> <ul class="wp-block-list"> <li>Unlimited reports and customizations</li> <li>Enhanced security preferences</li> <li>Maximize the number of automations and email syncs per seat</li> </ul> <p>For more detailed information on pricing and features, visit the Pipedrive Pricing page.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-578 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-56 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-55 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="439" height="313" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo.png" alt="Salesforce logo." class="wp-image-128755" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo.png 439w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-logo-300x214.png 300w" sizes="auto, (max-width: 439px) 100vw, 439px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='salesforce-sales-cloud-%e2%80%93-best-for-enterprises'>Salesforce Sales Cloud – Best for enterprises</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-38 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/salesforce-data-cloud" target="_blank" rel="nofollow noopener">Visit Salesforce</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-577 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-570 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-553 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-551 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-552 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-154"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-569 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-556 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-554 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.7/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-555 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-155"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:54%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-559 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-557 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-558 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-156"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-562 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-560 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-561 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-157"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-565 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-563 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-564 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-158"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-568 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-566 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-567 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-159"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-573 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Extensive integrations</li> <li class="is-style-green-check">Enterprise-level software functionality for small teams</li> <li class="is-style-green-check">Can be configured to almost any situation</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Mid-to-high pricing</li> <li>Complex implementation</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-575 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-salesforce-sales-cloud'>Why We Chose Salesforce Sales Cloud</h4> <p>Salesforce is a market leader for a reason: it offers a comprehensive suite of advanced tools designed to adapt and grow alongside businesses. While the company offers solutions for businesses at every level, it is particularly well suited in areas crucial for enterprise-level operation. The AppExchange marketplace further enhances this flexibility, providing access to thousands of third-party applications that extend functionality beyond native features. This dynamic ecosystem, coupled with frequent updates and a large community of users and developers, helps Salesforce maintain its competitive edge.</p> <p>Salesforce Sales Cloud is a top pick for enterprises because of its superior customization, integration options, and advanced features. With the Lightning App Builder, you can create custom applications without needing to code. Plus, the Salesforce AppExchange offers over 7,000 third-party apps, significantly enhancing your CRM’s functionality. While NetSuite also allows for customization and integrations, Salesforce’s broader ecosystem is much more user-friendly.</p> <p>And with Salesforce’s Einstein AI tools, you get predictive analytics, lead scoring, and automated workflows that streamline your sales processes. These AI features are more advanced than what NetSuite offers, making Salesforce particularly effective for enhancing CRM activities. Salesforce’s real-time dashboards and customizable reports make it easy to access and understand key metrics, helping you make informed decisions quickly.</p> <p>NetSuite does integrate CRM with ERP, financials, and e-commerce capabilities, making it a solid choice for product-driven companies. However, Salesforce’s cloud-first approach means you benefit from frequent updates and a dynamic platform that evolves with your business. Salesforce’s clear and flexible pricing tiers also simplify budgeting and planning, unlike NetSuite’s less transparent pricing.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_c87a44-0d kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_0d9be1-41"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Salesforce CRM, included in Salesforce Sales Cloud, has been a titan in the enterprise arena for years, and it has largely gained its clout on merit. Its comprehensive suite of features, scalability, and innovative approach to customer relationship management all serve to make it a strong contender in the space. </p> <p>While Salesforce’s comprehensive features and customization options are a boon for many large-scale businesses, they can also present a steep learning curve for new users. The platform’s depth, which allows for extensive tailoring, may require significant training and expertise to navigate effectively. This could lead to additional costs for organizations in terms of time and resources spent on training.</p> <p>Integration capabilities are a strong point for Salesforce, offering connections with a multitude of business applications. Yet, this interconnectedness can sometimes lead to complexity, particularly when managing and troubleshooting integrations across various systems.</p> <p>The user experience is generally user-friendly and is regularly updated to introduce new functionalities. Nonetheless, some users may find the frequent updates challenging to keep up with, potentially disrupting workflows as teams adapt to new features.</p> <p>Salesforce’s AI enhancements with Einstein and mobile experience improvements are commendable, positioning the platform at the forefront of innovation, but remember the cost associated with accessing these cutting-edge tools should be considered.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_3432e0-e4"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>360-degree customer view</strong>: Brings together every interaction and piece of customer data, presenting a complete view of each client’s journey. This holistic perspective enables businesses to understand their customers better, enhancing relationship-building.</li> <li><strong>Einstein AI-powered analytics</strong>: Delivers insightful predictive analytics. This technology provides proactive lead scoring, trend analysis, and accurate sales forecasts, driving strategic, data-informed decision-making.</li> <li><strong>Extensive customization and integration</strong>: Offers a range of modules and a flexible API for seamless integration with other tools, ensuring Salesforce adapts to your specific business needs and tech stack, not vice versa.</li> <li><strong>Scalability and cloud-based structure</strong>: Cloud-based architecture enables secure, anywhere-access to your CRM data, facilitating collaboration and boosting productivity across your team.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_79f9a4-b0"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_c73e0e-b4 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_c73e0e-b4 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard.png" data-description="Visual dashboard for performance and revenue metrics (Source: Salesforce)" data-alt="Visual dashboard for performance and revenue metrics for Salesforce." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard-1024x864.png" width="1024" height="864" alt="Visual dashboard for performance and revenue metrics for Salesforce." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard.png" data-id="128821" class="wp-image-128821 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard-1024x864.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard-300x253.png 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard-768x648.png 768w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard-1536x1296.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-dashboard.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Visual dashboard for performance and revenue metrics (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity.png" data-description="Salesforce Einstein Discovery for predicting opportunity outcomes (Source: Salesforce)" data-alt="Salesforce Einstein Discovery for predicting opportunity outcomes." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity-1024x444.png" width="1024" height="444" alt="Salesforce Einstein Discovery for predicting opportunity outcomes." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity.png" data-id="128822" class="wp-image-128822 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity-1024x444.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity-300x130.png 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity-768x333.png 768w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-predict-opportunity.png 1070w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce Einstein Discovery for predicting opportunity outcomes (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics.png" data-description="Salesforce sales analytics performance dashboard (Source: Salesforce)" data-alt="Salesforce sales analytics performance dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics.png" width="627" height="436" alt="Salesforce sales analytics performance dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics.png" data-id="128824" class="wp-image-128824 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics.png 627w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-analytics-300x209.png 300w" sizes="auto, (max-width: 627px) 100vw, 627px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce sales analytics performance dashboard (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration.png" data-description="Salesforce Tableau integration for clearer data visualization (Source: Salesforce)" data-alt="Salesforce Tableau integration for clearer data visualization." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration.png" width="800" height="280" alt="Salesforce Tableau integration for clearer data visualization." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration.png" data-id="128825" class="wp-image-128825 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration.png 800w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration-300x105.png 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-tableau-integration-768x269.png 768w" sizes="auto, (max-width: 800px) 100vw, 800px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce Tableau integration for clearer data visualization (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores.jpg" data-description="Salesforce’s dashboard for ecommerce stores (Source: Salesforce)" data-alt="Salesforce’s dashboard for ecommerce stores." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores-1024x576.jpg" width="1024" height="576" alt="Salesforce’s dashboard for ecommerce stores." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores.jpg" data-id="128826" class="wp-image-128826 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores-1024x576.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores-300x169.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores-768x432.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-ecommerce-stores.jpg 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce’s dashboard for ecommerce stores (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud.png" data-description="Salesforce Sales Cloud’s sales engagement taps the best leads (Source: Salesforce)" data-alt="Salesforce Sales Cloud’s sales engagement." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud-1024x642.png" width="1024" height="642" alt="Salesforce Sales Cloud’s sales engagement." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud.png" data-id="128827" class="wp-image-128827 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud-1024x642.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud-300x188.png 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud-768x481.png 768w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud-1536x963.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-sales-cloud.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce Sales Cloud’s sales engagement taps the best leads (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console.png" data-description="Salesforce Lightning Sales Console equipped with sales tools (Source: Salesforce)" data-alt="Salesforce Lightning Sales Console." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console-1024x450.png" width="1024" height="450" alt="Salesforce Lightning Sales Console." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console.png" data-id="128828" class="wp-image-128828 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console-1024x450.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console-300x132.png 300w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console-768x338.png 768w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-lightning-sales-console.png 1305w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce Lightning Sales Console equipped with sales tools (Source: Salesforce)</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management.png" data-description="Salesforce contact management." data-alt="Salesforce contact management." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management.png" width="746" height="633" alt="Salesforce contact management." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management.png" data-id="128829" class="wp-image-128829 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management.png 746w, https://assets.technologyadvice.com/uploads/2023/06/salesforce-contact-management-300x255.png 300w" sizes="auto, (max-width: 746px) 100vw, 746px" /></div></div><div class="kadence-blocks-gallery-item__caption">Salesforce contact management.</div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_a15e75-a9"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/r/salesforce-data-cloud">Free trial</a> available</p> <h4><strong>Starter Suite:</strong id=''></h4> <p><strong>Price:</strong> $25/user/month billed monthly or annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Setup and onboarding</li> <li>lead, account, contact, and opportunity management</li> <li>email integration</li> </ul> <h4><strong>Pro Suite:</strong id=''></h4> <p><strong>Price: </strong>$100/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Starter Suite features, plus:</p> <ul class="wp-block-list"> <li>Greater customization and automation</li> <li>Sales quoting and forecasting</li> <li>Real-time chat</li> </ul> <h4><strong>Enterprise:</strong id=''></h4> <p><strong>Price:</strong> $165/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Pro Suite features, plus:</p> <ul class="wp-block-list"> <li>Advanced pipeline management</li> <li>Deal insights</li> <li>Conversation intelligence</li> <li>Workflow and approvals automation</li> </ul> <h4><strong>Unlimited:</strong id=''></h4> <p><strong>Price:</strong> $330/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Enterprise features, plus:</p> <ul class="wp-block-list"> <li>Predictive AI</li> <li>Conversation intelligence</li> <li>Sales engagement</li> <li>Full sandbox</li> </ul> <h4><strong>Einstein 1 Sales:</strong id=''></h4> <p><strong>Price:</strong> $500/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Unlimited features, plus:</p> <ul class="wp-block-list"> <li>Generative AI</li> <li>Performance management</li> <li>Sales programs</li> <li>Team collaboration with Slack</li> <li>Data integration with Data Cloud</li> </ul> <p>For more detailed information on pricing and features, visit the Salesforce Sales Cloud page.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-609 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-58 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-57 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="256" height="161" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/oracle.png" alt="Oracle logo." class="wp-image-128756" style="object-fit:cover"/></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='oracle-netsuite-crm-%e2%80%93-best-all-in-one-solution'>Oracle NetSuite CRM – Best all-in-one solution</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-39 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/oracle-netsuite-crm-ta-crm" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit Oracle</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-608 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-601 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-581 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-579 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-580 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-160"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-600 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-584 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-582 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-583 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-161"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:50%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-587 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-585 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-586 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-162"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-590 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-588 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-589 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-163"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:92%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-593 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-591 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-592 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-164"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-596 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-594 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-595 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-165"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:96%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-599 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-597 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-598 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-166"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-604 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Most comprehensive business tool on the list</li> <li class="is-style-green-check">Full-fledged ERP capabilities</li> <li class="is-style-green-check">360-degree customer view</li> <li>Scalability and flexibility</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Higher-end pricing</li> <li>No standalone CRM option</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-606 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-oracle-netsuite'>Why We Chose Oracle Netsuite</h4> <p>Oracle NetSuite CRM is as comprehensive as it gets. It’s a remarkably versatile tool, particularly for businesses seeking an all-in-one cloud solution that integrates CRM with financials, e-commerce, and more.</p> <p>This powerhouse, cloud-based solution provides a 360-degree customer view, enabling businesses to see a full spectrum of customer interactions in real-time. Its advanced features, particularly in AI analytics and collaboration tools, make the platform stand out and clinch a spot in the 4 star range.</p> <p>One of the key advantages of NetSuite over competitors like Salesforce and Pipedrive is its comprehensive nature. While Salesforce excels in its CRM-specific functionalities, offering features like customizable dashboards, opportunity scoring, and a wide range of integrations, NetSuite provides a more holistic approach by integrating CRM with enterprise resource planning (ERP), accounting, and e-commerce capabilities. This makes NetSuite particularly well-suited for businesses that require extensive operational management alongside customer relationship management.</p> <p>Compared with Pipedrive, NetSuite offers far better functionality. Pipedrive is favored for its ease of use and value for money, particularly for small to medium-sized businesses focusing on sales pipeline management. However, it lacks the depth of features offered by NetSuite, particularly in areas like inventory management and financials, which are crucial for larger or more complex businesses .</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_023b49-4a kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_425303-f7"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Rounding out the 4-star range on our list is NetSuite CRM from Oracle. If that name sounds familiar, it should: NetSuite was an internet pioneer back when the internet still ran on dial-up. These days, the brand (now owned by Oracle) continues to offer advanced software and digital technology solutions to businesses around the world. </p> <p>NetSuite is noteworthy for numerous reasons, but above all else, they are a comprehensive solution. The CRM portion is only a fraction of the platform—the suite handles enterprise resource planning (ERP), accounting and financials, inventory tracking, and more. Organizations looking to use a single system to manage and optimize their entire business infrastructure need look no further.</p> <p>The overall design of Oracle NetSuite CRM also focuses on providing a comprehensive view of the customer lifecycle. While its interface and usability score moderately, the CRM’s strength lies in its ability to offer a 360-degree view of customers, integrating sales, customer service, and marketing effectively.</p> <p>This evolution into a comprehensive ecosystem addresses the growing need for interconnected business systems, offering a more efficient and unified approach to managing various business processes.</p> <p>That said, its greatest strength is also its biggest caveat. NetSuite is a package deal. Signing up for the CRM (or any individual business function) means signing up for the whole platform, so it works best for brands that stand to benefit from an entire workflow overhaul.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_24ef8f-8d"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>360-Degree customer view</strong>: Provides a comprehensive, real-time view of customer interactions across all channels, enhancing customer insight and service.</li> <li><strong>Sales force automation (SFA)</strong>: Automates and streamlines the entire sales process, reducing errors and saving time.</li> <li><strong>Marketing automation</strong>: Enables businesses to streamline campaign management and track marketing ROI effectively.</li> <li><strong>Customer service Management</strong>: Enhances customer satisfaction by providing tools for managing customer support and improving service delivery.</li> <li><strong>Advanced order management:</strong> NetSuite offers order management capabilities that streamline the order-to-cash process.</li> <li><strong>Real-time analytics and reporting:</strong> Provides powerful, customizable dashboards and reports that deliver real-time insights into business performance.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_f9ef05-d2"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_981336-bc alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_981336-bc kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view.png" data-alt="Oracle NetSuite custom case status view." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view-1024x770.png" width="1024" height="770" alt="Oracle NetSuite custom case status view." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view.png" data-id="128835" class="wp-image-128835 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view-1024x770.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view-300x226.png 300w, https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view-768x577.png 768w, https://assets.technologyadvice.com/uploads/2023/06/netsuite-status-view.png 1249w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_1b12e0-0c"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Starting from $499/user/year</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-640 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-60 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-59 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="256" height="256" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/insightly.png" alt="Insightly logo." class="wp-image-128759" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2023/06/insightly.png 256w, https://assets.technologyadvice.com/uploads/2023/06/insightly-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/insightly-45x45.png 45w" sizes="auto, (max-width: 256px) 100vw, 256px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='insightly-crm-%e2%80%93-best-for-easy-to-read-analytics-and-reporting'>Insightly CRM – Best for easy-to-read analytics and reporting</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-40 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/insightly-ta-crm" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit Insightly</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-639 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-632 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-612 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-610 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">3.9/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-611 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-167"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:78%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-631 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-615 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-613 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-614 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-168"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:84.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-618 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-616 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-617 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-169"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:72%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-621 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-619 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-620 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-170"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-624 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-622 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-623 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-171"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:46%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-627 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-625 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-626 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-172"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:84.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-630 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-628 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-629 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-173"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-635 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Vast analytics and visualization options</li> <li class="is-style-green-check">Robust automation tools</li> <li class="is-style-green-check">Project management functionality</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Not as intuitive or easy to deploy as some tools</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-637 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-insightly'>Why We Chose Insightly</h4> <p>Insightly’s design philosophy in its reporting and analytics features emphasizes simplicity and clarity. The platform allows users to easily create and customize reports, offering an experience that reduces the complexity often associated with data analysis.</p> <p>Insightly pairs an easy-to-use interface with customizable reporting tools, making it ideal for businesses that need detailed insights without the complexity of more advanced systems. This makes Insightly particularly suitable for small to medium-sized businesses or those with limited resources for data analysis.</p> <p>Despite the lower price tag compared to other software offering similar tools, it still boasts advanced reporting, allowing users to generate custom, in-depth reports revealing key business performance indicators.</p> <p>Its dashboard visualization serves up crucial metrics at a glance, aiding quick, informed decisions. Coupled with precise sales forecasting, Insightly paints an accurate picture of future sales revenue. Plus, with smooth integration with platforms like Power BI and Excel, Insightly’s analytics game is seriously amplified.</p> <p>For businesses that prioritize ease of use and straightforward data visualization, Insightly is a more suitable choice than Salesforce, which, while powerful, can be overwhelming for users new to CRM analytics. HubSpot also offers similar user-friendliness but may not match Insightly’s depth in customization options for reports.</p> <p><a href="https://technologyadvice.com/products/insightly-reviews/">Insightly</a> might be a brand name you’re unfamiliar with, but rest assured, it has a quiver of features that’s just as full as some of the bigger names on this list. Automation options, project management, and plentiful integration options are just the beginning. What’s <em>not</em> a common bragging right is their robust analytics and reporting capabilities.</p> <p>In many ways, Insightly doubles as business intelligence, providing extensive flexibility and functionality regarding data discovery and scrubbing; organizing and visualization; powerful analytics insights; and intuitive reporting options. </p> <p>Insightly has even enhanced its reporting and analytics features recently, focusing on providing more customizable reporting options and integrating AI-driven insights.</p> <p>However, compared to competitors like Salesforce or Oracle NetSuite, Insightly’s advanced features like AI analytics and VOIP capabilities could be further developed. While it offers a solid foundation in CRM functionalities, expanding these advanced features could enhance its appeal to larger businesses or those with more complex CRM needs.</p> <p>Nevertheless, for teams that want to dig deep into the data, find and leverage customer trends, and otherwise prove the value that the sales pipeline has to offer the organization as a whole, Insightly should be at the top of the shortlist.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_b31dfc-0f kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_3fa652-24"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About Vendor</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p></p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_1d0973-11"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Advanced reporting</strong>: Insightly’s advanced reporting allows users to create customized, detailed reports, offering valuable insights into business performance.</li> <li><strong>Dashboard visualization</strong>: Insightly provides dashboards for a quick visual representation of business health and metrics, aiding in swift decision-making.</li> <li><strong>Sales forecasting</strong>: Insightly’s CRM includes sales forecasting features, enabling businesses to predict sales revenue using historical and real-time data.</li> <li><strong>Integrations</strong>: Insightly integrates with popular software like Power BI and Excel, enhancing its reporting and analytics capabilities.</li> <li><strong>Workflow automation:</strong> Insightly allows users to automate repetitive tasks and business processes through custom workflows.</li> <li><strong>Project management:</strong> Insightly combines CRM and project management features, enabling users to manage projects, track milestones, and collaborate with team members directly within the CRM platform.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_f1ecf3-dc"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_217703-f6 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_217703-f6 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard.jpg" data-description="Insightly photo." data-alt="Insightly dashboard on laptop." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard-1024x577.jpg" width="1024" height="577" alt="Insightly dashboard on laptop." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard.jpg" data-id="128840" class="wp-image-128840 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard-1024x577.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard-300x169.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard-768x433.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard-1536x866.jpg 1536w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-opportunities-dashboard.jpg 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Insightly photo.</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard.png" data-alt="Insightly opportunities dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard-1024x432.png" width="1024" height="432" alt="Insightly opportunities dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard.png" data-id="128841" class="wp-image-128841 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard-1024x432.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard-300x126.png 300w, https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard-768x324.png 768w, https://assets.technologyadvice.com/uploads/2023/06/inisghtly-dashboard.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard.png" data-description="The Insightly dashboard." data-alt="The Insightly dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard-1024x669.png" width="1024" height="669" alt="The Insightly dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard.png" data-id="128842" class="wp-image-128842 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard-1024x669.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard-300x196.png 300w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard-768x501.png 768w, https://assets.technologyadvice.com/uploads/2023/06/inisightly-open-arms-dashboard.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">The Insightly dashboard.</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app.jpg" data-description="The Insightly dashboard." data-alt="The Insightly dashboard with smartphone app." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app-1024x545.jpg" width="1024" height="545" alt="The Insightly dashboard with smartphone app." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app.jpg" data-id="128843" class="wp-image-128843 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app-1024x545.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app-300x160.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app-768x409.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/insightly-dashboard-and-app.jpg 1200w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">The Insightly dashboard.</div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_75d75c-5a"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/r/insightly-ta-crm">Free trial</a> available</p> <h4><strong>Plus:</strong id=''></h4> <p><strong>Price:</strong> $35/user/month billed monthly or $29/user/month billed annually</p> <p><strong>Features:</strong></p> <ul class="wp-block-list"> <li>Lead and contact management<br>Project management</li> <li>Advanced reports</li> <li>Business dashboards</li> </ul> <h4><strong>Professional:</strong id=''></h4> <p><strong>Price:</strong> $59/user/month billed monthly or $49/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Plus Plan features, plus:</p> <ul class="wp-block-list"> <li>Lead assignment and routing</li> <li>Workflow automation</li> <li>Custom page layouts.</li> </ul> <h4><strong>Enterprise:</strong id=''></h4> <p><strong>Price:</strong> $129/user/month billed monthly or $99/user/month billed annually</p> <p><strong>Features:</strong></p> <p>All Professional Plan features, plus:</p> <ul class="wp-block-list"> <li>Sandboxes</li> <li>Products and pricebooks</li> <li>Quotes</li> <li>Comprehensive audit logging</li> </ul> <p>For more detailed information on pricing and features, visit the Insightly CRM page.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-671 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-62 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-61 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="175" height="256" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/keap-1.png" alt="Keap logo." class="wp-image-128764" style="width:auto;height:70px"/></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='keap-crm-%e2%80%93-best-for-sales-marketing-synergy'>Keap CRM – Best for sales-marketing synergy</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-41 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/c/keap-use-only-on-ta-crm-a0e55d34869f" target="_blank" rel="sponsored noopener nofollow">Visit Keap</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-670 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-663 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-643 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-641 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-642 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-174"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-662 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-646 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-644 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-645 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-175"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:50%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-649 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-647 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-648 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-176"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-652 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-650 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-651 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-177"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-655 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-653 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-654 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-178"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:50%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-658 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-656 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-657 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-179"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:92%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-661 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-659 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-660 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-180"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-666 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Sales and marketing automation</li> <li class="is-style-green-check">Helps small teams accomplish more</li> <li class="is-style-green-check">Easy to use</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>May not be the right fit for larger, more complex workflows</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-668 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-keap'>Why We Chose Keap</h4> <p>HubSpot has certainly made a name for itself in the CRM world, particularly when it comes to marketing automation. However, Keap steps up the game by offering a deeper integration between sales and marketing functions.</p> <p>Keap’s advanced contact management features stand out. You can create lists, set up filters, and save searches, giving you more control over how you organize and access your customer data. The automation capabilities are particularly impressive, taking care of repetitive tasks and streamlining workflows to save you time and effort.</p> <p>Let’s talk about lead management. With Keap, you can set up landing pages and forms to capture leads, then automatically follow up with personalized emails and SMS broadcasts. This level of automation keeps your customer engagement consistent and timely, without requiring constant manual intervention.</p> <p>One feature that really sets Keap apart, especially for small to medium-sized businesses, is its built-in payment and invoicing system. This means you can manage your sales process from lead to payment all within one platform – a significant advantage if you’re looking to simplify your operations.</p> <p>While HubSpot offers excellent marketing tools and is known for its user-friendly interface, it often requires you to purchase separate modules for sales and service functions. This can make the integration process more complex and potentially more expensive.</p> <p>Keap has been working hard on improvements, and it shows. Recent updates have enhanced its automation and integration capabilities, leading to more efficient workflows and a better overall experience for users. If you’re aiming to create a seamless connection between your sales and marketing efforts, these improvements make Keap an attractive option.</p> <p>The unified nature of Keap’s platform is a big plus. It allows for easier navigation and quicker setup, which can be a real time-saver. For businesses looking to bring their sales and marketing operations into harmony, Keap offers a straightforward path to achieving that goal.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_a124cd-3a kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_60ad7e-03"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Keap CRM is a bit of an oddity in this list. While it’s fully capable of providing top-tier service to larger brands the way Salesforce or Hubspot might, its positioning tends to focus more heavily on solopreneurs and other small businesses.</p> <p>To be fair, these are often the professionals who need the most support to keep their sales pipelines flowing. Certain “hats” have to be worn in every business—accounts receivable, sales, marketing, operations, logistics, project management, etc.—even when that business is a business of one. The fewer the heads there are in the crew, the more hats on a single head.</p> <p>Keap aims to help these professionals by giving them somewhere else to put some of those hats, so to speak. Via robust sales, marketing, and financial <a href="https://technologyadvice.com/blog/sales/top-crm-automations/">automation tools</a>, Keap streamlines some of the most difficult, tedious, and repetitious parts of the sales lifecycle.</p> <p>Solopreneurs especially tend to be specialists in their product, with non-billable tasks being secondary skills at best. Keap gives these individuals and teams a way to get back to the work they do best, and rest easy about the duties that stress them out the most.</p> <p>While Keap excels in many areas, it could further strengthen its position against competitors by enhancing its AI analytics and AI chatbot functionalities. These improvements would provide even more sophisticated tools for businesses to analyze data and engage with customers, keeping pace with the trends of competitors.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_36f016-6f"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Smart client management</strong>: Keap’s CRM excels in organizing and updating client information, along with capturing new leads, all in one centralized, searchable database.</li> <li><strong>Advanced email automation</strong>: Keap’s CRM not only offers email marketing but also delivers personalized, automated follow-ups that nurture client relationships and keep businesses top-of-mind.</li> <li><strong>Integrated appointments</strong>: Keap seamlessly syncs calendars and sets up reminders, turning the scheduling of appointments with clients into a hassle-free process.</li> <li><strong>Billing and payment solutions</strong>: Keap stands out with its invoicing features, which provide the ability to create, send, and track invoices, accept credit cards online, and automate payment reminders.</li> <li><strong>Lead capture and management:</strong> Provides advanced lead capture tools, including customizable forms and landing pages, to efficiently gather and manage leads from multiple sources.</li> <li><strong>Sales pipeline automation:</strong> Offers automated sales pipeline management, enabling users to track leads, set tasks, and automate follow-ups to ensure no opportunities are missed.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_769a56-82"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_256bed-05 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_256bed-05 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information.jpg" data-alt="Keap contact information." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information-1024x576.jpg" width="1024" height="576" alt="Keap contact information." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information.jpg" data-id="128846" class="wp-image-128846 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information-1024x576.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information-300x169.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information-768x432.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/keap-contact-information.jpg 1158w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard.jpg" data-alt="Keap dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-1024x633.jpg" width="1024" height="633" alt="Keap dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard.jpg" data-id="128848" class="wp-image-128848 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-1024x633.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-300x185.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-768x475.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-1536x949.jpg 1536w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard.jpg 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2.png" data-alt="Keap dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2.png" width="1007" height="790" alt="Keap dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2.png" data-id="128849" class="wp-image-128849 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2.png 1007w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2-300x235.png 300w, https://assets.technologyadvice.com/uploads/2023/06/keap-dashboard-2-768x603.png 768w" sizes="auto, (max-width: 1007px) 100vw, 1007px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_31e704-5e"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/c/keap-crm-use-only-on-ta-crm-9c3ff0838438" target="_blank" rel="noreferrer noopener sponsored nofollow">Free trial</a> available</p> <h4 id='access-to-all-keap-services'>Access to all Keap Services:</h4> <p><strong>Price:</strong> Starts at 299/month billed monthly for 2 users and 1500 contacts or $249/month billed annually for 2 users and 1500 contacts</p> <p><strong>Features:</strong></p> <p>You all Keap services in one subscription, including their CRM.</p> <p>CRM features include:</p> <ul class="wp-block-list"> <li>Contact management and segmentation</li> <li>Custom fields</li> <li>Company records storage</li> <li>Lead scoring</li> <li>Customizable dashboards</li> </ul> <p>For more detailed information on pricing and features, visit the Keap Pricing page.</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-702 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-64 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-63 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="512" height="512" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/copper-crm.png" alt="Copper CRM logo." class="wp-image-128766" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-crm.png 512w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-300x300.png 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-75x75.png 75w, https://assets.technologyadvice.com/uploads/2023/06/copper-crm-45x45.png 45w" sizes="auto, (max-width: 512px) 100vw, 512px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='copper-crm-%e2%80%93-best-for-security'>Copper CRM – Best for security</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-42 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/copper-ta-crm" target="_blank" rel="sponsored noopener nofollow">Visit Copper</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-701 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-694 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-674 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-672 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-673 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-181"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-693 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-677 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-675 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-676 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-182"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:65.99999999999999%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-680 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-678 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-679 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-183"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-683 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-681 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.6/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-682 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-184"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:92%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-686 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-684 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-685 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-185"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:46%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-689 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-687 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-688 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-186"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:84.00000000000001%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-692 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-690 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-691 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-187"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:90%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-697 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Unparalleled Google Workspace compatibility</li> <li class="is-style-green-check">End-user simplicity</li> <li class="is-style-green-check">Security safeguards</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Fewer non-Google integrations</li> <li>Not optimal for organizations built on Office 365</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-699 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-copper-crm'>Why We Chose Copper CRM</h4> <p>Larger, more established organizations often rely on Microsoft’s suite of apps and platforms to ensure secure collaboration. But Google Workspace is often a much more familiar space for newer brands with younger staff (many of whom used Gmail and Gsuite for their personal accounts). And Copper CRM is unmatched when it comes to Google Workspace interoperability.</p> <p>Copper CRM distinguishes itself from competitors like Salesforce and Zoho CRM with its deep integration with Google Workspace, offering enhanced security features that are particularly beneficial for businesses heavily reliant on Google services. Unlike Salesforce, which offers a broader range of features, Copper focuses on providing a secure, Google-centric user experience.</p> <p>Copper CRM’s design is focused on providing a secure yet user-friendly experience. Its integration with Google Workspace enhances security and ensures a seamless user experience, reducing the learning curve and increasing adoption rates.</p> <p>Depending on your use case, your current workflow, and the level of tech literacy in your organization, Copper CRM could very well be the fastest time-to-value option available.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_e7cad7-4b kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_c370e5-ce"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>Copper CRM offers a specialized solution for businesses deeply integrated with Google Workspace. Its primary strength lies in its seamless integration with Google’s suite of productivity tools, including Gmail, Google Calendar, and Google Drive. This integration provides a significant advantage for organizations already utilizing Google’s ecosystem.</p> <p>The platform’s user interface closely resembles that of Google products, which reduces the learning curve for users familiar with Google Workspace. This design choice enhances user adoption and efficiency, as team members can navigate the CRM with minimal additional training.</p> <p>One of Copper’s key features is its ability to automatically capture emails and calendar events. This automation significantly reduces the need for manual data entry, a common pain point in CRM usage. By streamlining this process, Copper allows sales teams to focus more on relationship-building and less on administrative tasks.</p> <p>Copper CRM is particularly well-suited for small to mid-sized businesses looking to enhance their sales processes, contact management, and team collaboration. Its feature set, while comprehensive, is designed to be accessible and practical rather than overwhelming.</p> <p>The platform offers workflow automation capabilities, enabling businesses to create more efficient sales and customer service processes. Real-time integration ensures that data is consistently up-to-date across all connected Google applications, providing a unified view of customer interactions and business activities.</p> <p>While Copper excels in its Google Workspace integration, it’s important to note that this specialization may limit its appeal for businesses not heavily invested in the Google ecosystem. Organizations using alternative productivity suites or requiring extensive customization might find Copper’s offerings less suitable for their needs.</p> <p>For businesses leveraging Google Workspace and seeking a CRM solution that aligns seamlessly with their existing tools, Copper presents a compelling option. Its focus on simplicity, coupled with robust functionality, positions it as an effective tool for enhancing customer relationship management within the Google-centric work environment.</p> <p>To place higher on the list, it could further enhance its competitive edge by improving its AI analytics and AI chatbot functionalities. These advancements would provide businesses with more sophisticated tools for data analysis and customer engagement.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_761872-c4"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Google workspace integration</strong>: Integrates seamlessly with Google Workspace, allowing users to manage contacts, deals, and tasks directly from Gmail or other Workspace apps.</li> <li><strong>Robust security measures: </strong>Robust security measures including role-based access controls, two-factor authentication, and regular user access reviews. They provide security training for employees and enforce a strict Employee Code of Conduct. Data is encrypted both in transit and at rest. Their security program also includes technical controls to protect against malware and unauthorized software.</li> <li><strong>Sales pipeline management</strong>: Provides a visual sales pipeline that makes it easy to manage opportunities and track progress towards sales goals.</li> <li><strong>Automated data entry</strong>: Uses automation to reduce the burden of manual data entry, automatically populating contact and company details. </li> <li><strong>Task automation:</strong> Enables users to automate repetitive tasks, set reminders, and ensure follow-ups.</li> <li><strong>Reporting and insights:</strong>Provides advanced reporting and analytics capabilities, allowing users to generate detailed reports and gain actionable insights into sales performance and business metrics.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_53a58a-b9"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_8e1b8b-1b alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_8e1b8b-1b kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard.png" data-alt="Copper profile dashboard." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard-1024x602.png" width="1024" height="602" alt="Copper profile dashboard." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard.png" data-id="128856" class="wp-image-128856 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard-1024x602.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard-300x176.png 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard-768x451.png 768w, https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard-1536x902.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/copper-profile-dashboard.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/copper-customization.gif" data-alt="Copper customization." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/copper-customization-1024x501.gif" width="1024" height="501" alt="Copper customization." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/copper-customization.gif" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/copper-customization.gif" data-id="128857" class="wp-image-128857 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-customization-1024x501.gif 1024w, https://assets.technologyadvice.com/uploads/2023/06/copper-customization-300x147.gif 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-customization-768x375.gif 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/copper-community.png" data-alt="Copper community." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/copper-community-1024x574.png" width="1024" height="574" alt="Copper community." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/copper-community.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/copper-community.png" data-id="128858" class="wp-image-128858 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-community-1024x574.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/copper-community-300x168.png 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-community-768x431.png 768w, https://assets.technologyadvice.com/uploads/2023/06/copper-community.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/copper-leads.gif" data-alt="Copper leads." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/copper-leads-1024x493.gif" width="1024" height="493" alt="Copper leads." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/copper-leads.gif" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/copper-leads.gif" data-id="128859" class="wp-image-128859 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-leads-1024x493.gif 1024w, https://assets.technologyadvice.com/uploads/2023/06/copper-leads-300x145.gif 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-leads-768x370.gif 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/copper-company-list.png" data-alt="Copper company list." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/copper-company-list-1024x653.png" width="1024" height="653" alt="Copper company list." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/copper-company-list.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/copper-company-list.png" data-id="128860" class="wp-image-128860 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/copper-company-list-1024x653.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/copper-company-list-300x191.png 300w, https://assets.technologyadvice.com/uploads/2023/06/copper-company-list-768x490.png 768w, https://assets.technologyadvice.com/uploads/2023/06/copper-company-list-1536x979.png 1536w, https://assets.technologyadvice.com/uploads/2023/06/copper-company-list.png 1600w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_3a4e31-3f"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/r/copper-crm-main" target="_blank" rel="noreferrer noopener sponsored nofollow">Free trial</a> available</p> <p><strong>Starter: </strong>$9/user/month</p> <p><strong>Basic:</strong> $23/user/month</p> <p><strong>Professional:</strong> $59/user/month</p> <p><strong>Business: </strong>$99/user/month</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-733 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-66 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-65 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="104" height="126" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/clickup.png" alt="ClickUp logo." class="wp-image-128768" style="width:auto;height:70px"/></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='clickup-%e2%80%93-best-for-project-management'>ClickUp – Best for project management</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-43 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/clickup-crm-ta-crm" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit ClickUp</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-732 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-725 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-705 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-703 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">3.8/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-704 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-188"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:76%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-724 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-708 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-706 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-707 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-189"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:80%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-711 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-709 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.1/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-710 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-190"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:82%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-714 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-712 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.1/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-713 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-191"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:82%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-717 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-715 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">2/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-716 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-192"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:40%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-720 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-718 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-719 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-193"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-723 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-721 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-722 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-194"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-728 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">First-rate CRM tool with first-rate PM functionality</li> <li class="is-style-green-check">Competitive pricing</li> <li class="is-style-green-check">Bonus features include real-time reporting, companion mobile app, and more</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Requires a bit more training and onboarding to implement</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-730 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-clickup'>Why We Chose ClickUp</h4> <p>ClickUp, primarily known for its project management capabilities, has ventured into CRM functionalities.</p> <p>Unlike specialized CRM tools like Salesforce or HubSpot, ClickUp integrates CRM features within a broader project management framework. This integration offers a unique advantage for teams seeking a unified platform for managing tasks, projects, and customer relationships.</p> <p>ClickUp stands out for its integration of project management tools with CRM functionalities. This combination offers a unique value proposition for businesses seeking to unify their project workflows and customer relationship management within a single platform.</p> <p>ClickUp’s approach differs significantly from specialized CRM tools like Salesforce and HubSpot. Salesforce, a leader in the CRM sector, provides comprehensive features for sales, marketing, and customer service. It excels in customization, data analytics, and third-party integrations through its AppExchange ecosystem. Salesforce is particularly well-suited for large enterprises with complex requirements and substantial budgets. However, its extensive feature set comes with higher costs and a steeper learning curve, often requiring dedicated resources for effective implementation.</p> <p>HubSpot, in contrast, is known for its intuitive interface and strong marketing automation capabilities. It offers a range of pricing plans, including a free tier, making it accessible to small businesses and startups. HubSpot’s strength lies in its seamless integration of marketing, sales, and service functions, providing a comprehensive approach to customer relationship management. However, it may not meet the needs of teams requiring advanced project management capabilities.</p> <p>ClickUp’s project management foundation brings a distinct perspective to CRM functionality. Features such as Collaboration Detection help prevent work duplication, which is crucial for effective customer relationship management. Goal Tracking aligns teams with broader business objectives, while Custom Views offer flexibility in visualizing client interactions. While ClickUp may not provide the depth of CRM-specific functionalities found in Salesforce and HubSpot, it effectively bridges the gap between project management and CRM.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_ed88ae-99 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_a71354-88"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>ClickUp’s Task and Project Management tools bring a fresh perspective to CRM, prioritizing organization and tracking. The Collaboration Detection feature ensures that no work is duplicated, vital in customer relationship management. Goal Tracking aligns teams with overarching objectives, and Custom Views offer flexibility in visualizing client interactions. ClickUp is breaking down the silos, showing that project management and CRM can coexist and flourish in one platform, making it an unexpectedly fitting CRM choice.</p> <p>This vendor may come as a bit of a surprise, as <a href="https://link.technologyadvice.com/r/clickup-crm-ta-crm">ClickUp</a> is primarily known as a project management platform. That reputation is well earned (and why it takes the title it does in this list). ClickUp also has a CRM platform, one that fills many of the needs discussed here. </p> <p>ClickUp’s foray into CRM features is a recent development, evolving from its core strength in task and project management.</p> <p>ClickUp already has a noteworthy share of the PM market, and picking up the CRM module can amplify the amount of benefit those teams get out of the vendor. Seeing as most other major brands in the PM space cost significantly more, it’s an excellent way to get powerful software tools without paying enterprise-level subscription fees.</p> <p>While ClickUp offers excellent task management and customization, its CRM features could benefit from more advanced sales tracking and marketing automation tools. Enhancing these aspects would make ClickUp a more comprehensive solution for businesses looking for an all-in-one platform for project management and customer relationship management.</p> <p><strong>Also read: </strong><a href="https://technologyadvice.com/blog/project-management/crm-and-project-management-combined-features/"><strong>Best CRM and Project Management Integrated Solutions</strong></a></p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_bfcb85-70"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Task and project management</strong>: ClickUp excels in organizing tasks, allowing you to create, assign, prioritize, and track tasks all within a single platform.</li> <li><strong>Collaboration detection</strong>: ClickUp’s unique feature helps avoid duplicate work by showing who’s working on what in real-time.</li> <li><strong>Goal tracking</strong>: With ClickUp, you can set, track, and achieve goals across different teams and projects, ensuring everyone is aligned and focused.</li> <li><strong>Custom views</strong>: ClickUp allows you to customize how you view your tasks and projects, whether that’s in a list, board, box, calendar, or Gantt chart view.</li> <li><strong>Automation and integrations</strong>: Offers advanced automation capabilities that allow you to create custom workflows, automate routine tasks, and integrate seamlessly with over 1,000 other tools and applications, enhancing productivity and efficiency.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_f6fc97-14"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_cf1c8c-49 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_cf1c8c-49 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view.png" data-description="ClickUp’s board view. Source: ClickUp" data-alt="ClickUp’s board view." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view-1024x679.png" width="1024" height="679" alt="ClickUp’s board view." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view.png" data-id="128868" class="wp-image-128868 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view-1024x679.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view-300x199.png 300w, https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view-768x509.png 768w, https://assets.technologyadvice.com/uploads/2023/06/clickup-board-view.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">ClickUp’s board view. Source: ClickUp</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view.png" data-description="ClickUp’s Gantt chart view. Source: ClickUp" data-alt="ClickUp’s Gantt chart view." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view-1024x680.png" width="1024" height="680" alt="ClickUp’s Gantt chart view." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view.png" data-id="128869" class="wp-image-128869 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view-1024x680.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view-300x199.png 300w, https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view-768x510.png 768w, https://assets.technologyadvice.com/uploads/2023/06/clickup-gantt-chart-view.png 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">ClickUp’s Gantt chart view. Source: ClickUp</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets.jpg" data-description="Track Agile sprints with widgets in ClickUp." data-alt="Track Agile sprints with widgets in ClickUp." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets-1024x680.jpg" width="1024" height="680" alt="Track Agile sprints with widgets in ClickUp." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets.jpg" data-id="128870" class="wp-image-128870 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets-1024x680.jpg 1024w, https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets-300x199.jpg 300w, https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets-768x510.jpg 768w, https://assets.technologyadvice.com/uploads/2023/06/clickup-sprints-and-widgets.jpg 1400w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">Track Agile sprints with widgets in ClickUp.</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report.jpg" data-description="An example of ClickUp’s time tracking report. Source: ClickUp" data-alt="An example of ClickUp’s time tracking report." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report.jpg" width="631" height="413" alt="An example of ClickUp’s time tracking report." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report.jpg" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report.jpg" data-id="128871" class="wp-image-128871 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report.jpg 631w, https://assets.technologyadvice.com/uploads/2023/06/clickup-time-tracking-report-300x196.jpg 300w" sizes="auto, (max-width: 631px) 100vw, 631px" /></div></div><div class="kadence-blocks-gallery-item__caption">An example of ClickUp’s time tracking report. Source: ClickUp</div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link kadence-blocks-gallery-item-has-caption" "><a href="https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view.png" data-description="ClickUp’s workload view. Source: ClickUp" data-alt="ClickUp’s workload view." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view-1024x680.png" width="1024" height="680" alt="ClickUp’s workload view." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view.png" data-id="128872" class="wp-image-128872 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view-1024x680.png 1024w, https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view-300x199.png 300w, https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view-768x510.png 768w, https://assets.technologyadvice.com/uploads/2023/06/clickup-workload-view.png 1274w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></div></div><div class="kadence-blocks-gallery-item__caption">ClickUp’s workload view. Source: ClickUp</div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_cfed26-9d"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://link.technologyadvice.com/r/clickup-crm-ta-crm" target="_blank" rel="noreferrer noopener sponsored nofollow">Free trial</a> available</p> <p><a href="https://link.technologyadvice.com/r/clickup-crm-ta-crm">Free</a><a href="https://clickup.com/pricing" target="_blank" rel="noreferrer noopener"> plan</a> available</p> <p><strong>Unlimited:</strong> $5/user/month</p> <p><strong>Business:</strong> $12/user/month</p> <p><strong>Business Plus: </strong>$19/user/month</p> <p><strong>Enterprise: </strong>Contact ClickUp for a customized quote</p> </div></div></div> </div></div></div> </div> </div> </div> <div class="wp-block-group is-style-round-corners product-review-card has-border-color has-global-padding is-layout-constrained wp-container-core-group-is-layout-764 wp-block-group-is-layout-constrained" style="border-color:#D1DBE4;border-width:1px;border-radius:24px"> <div class="wp-block-columns are-vertically-aligned-center product-review-card card-header has-tacom-light-gray-background-color has-background is-layout-flex wp-container-core-columns-is-layout-68 wp-block-columns-is-layout-flex" style="border-top-left-radius:24px;border-top-right-radius:24px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-columns are-vertically-aligned-center is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-67 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:72px"> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="205" height="200" loading="lazy" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm.png" alt="Less Annoying CRM logo." class="wp-image-128771" style="object-fit:cover" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm.png 205w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-45x45.png 45w" sizes="auto, (max-width: 205px) 100vw, 205px" /></figure> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <h3 style="font-style:normal;font-weight:500" id='less-annoying-crm-%e2%80%93-best-for-companies-on-a-budget'>Less Annoying CRM – Best for companies on a budget</h3> </div> </div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:220px"> <div class="wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-44 wp-block-buttons-is-layout-flex"> <div class="wp-block-button has-custom-icon has-button-icon--open-in-new-tab"><a class="wp-block-button__link wp-element-button" href="https://link.technologyadvice.com/r/less-annoying-crm-ta-crm" target="_blank" rel="sponsored noopener noreferrer nofollow">Visit Less Annoying CRM</a></div> </div> </div> </div> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-763 wp-block-group-is-layout-flex" style="padding-top:0;padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-group product-scores has-global-padding is-layout-constrained wp-container-core-group-is-layout-756 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-736 wp-block-group-is-layout-flex"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-734 wp-block-group-is-layout-flex"> <p class="has-x-large-font-size" style="font-style:normal;font-weight:500">Overall Score</p> <p class="score-number-scale has-xx-large-font-size" style="font-style:normal;font-weight:500">3.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-735 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-195"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:70%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-755 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-739 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-737 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Pricing</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-738 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-196"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:65.99999999999999%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-742 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-740 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">General features and interface</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-741 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-197"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:65.99999999999999%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-745 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-743 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Core features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.9/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-744 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-198"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:78%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-748 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-746 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Advanced features</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">1.5/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-747 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-199"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:30%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-751 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-749 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">Integration and compatibility</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">3.3/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-750 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-200"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:65.99999999999999%;border-radius:6px"></span></div></div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-754 wp-block-group-is-layout-constrained"> <div class="wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-752 wp-block-group-is-layout-flex"> <p class="has-medium-font-size" style="font-style:normal;font-weight:400">UX</p> <p class="score-number-scale has-medium-font-size" style="font-style:normal;font-weight:400">4.25/5</p> </div> <div class="wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-753 wp-block-group-is-layout-flex"> <div style="border-radius:6px;margin-top:0;margin-bottom:0" class="wp-block-ta-gazelle-blocks-ratings-block has-small-font-size wp-container-content-201"><div class="bar-rating" style="background-color:#F4F5F8;border-radius:6px"><span class="bar-rating-fill" style="background-color:#28874B;width:86%;border-radius:6px"></span></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-759 wp-block-group-is-layout-flex"> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='pros'>Pros</h4> <ul class="wp-block-list is-style-pros-plus"> <li class="is-style-green-check">Easy to deploy</li> <li class="is-style-green-check">Easy to use</li> <li class="is-style-green-check">Lower-end cost</li> </ul> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h4 id='cons'>Cons</h4> <ul class="wp-block-list is-style-cons-minus"> <li>Limited pre-built functionality</li> <li>Smaller integration library compared to competitors</li> </ul> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-761 wp-block-group-is-layout-constrained"> <h4 id='why-we-chose-less-annoying-crm'>Why We Chose Less Annoying CRM</h4> <p>In the grand scheme of CRM software, Less Annoying CRM might seem overshadowed by giants like Salesforce and NetSuite, but it excels in its simplicity and affordability, particularly for small businesses. While Salesforce and NetSuite offer extensive features, they also come with higher complexity and costs that can be prohibitive for smaller enterprises. Less Annoying CRM focuses on delivering an intuitive, easy-to-use platform without the unnecessary frills, making it a strong contender for businesses looking for straightforward solutions.</p> <p>Megaplatforms like Salesforce are known for their versatility and comprehensive ecosystems, supported by an extensive marketplace of add-ons that enhance functionality. However, this comes at a price—both financially and in terms of a steep learning curve. NetSuite,for instance, combines CRM with ERP capabilities, making it ideal for larger enterprises with extensive operational needs. Yet, its complexity can be daunting for smaller teams.</p> <p>Less Annoying CRM wins by offering what these complex systems often lack: a user-friendly experience tailored for small businesses. Its straightforward pricing at $15 per user per month, without the need for annual contracts or feature limitations, is a breath of fresh air compared to Salesforce’s and NetSuite’s more intricate pricing structures. Additionally, Less Annoying CRM’s focus on essential features—contact management, calendar integration, and task management—ensures that small business owners can stay organized without feeling overwhelmed by options they may never use.</p> <p>For those who find Salesforce’s vast array of features and customization options daunting or NetSuite’s ERP integration excessive, Less Annoying CRM presents a simpler, more manageable alternative. It provides the necessary tools to maintain customer relationships effectively, without the hassle and expense of more extensive systems. This focus on simplicity and affordability makes Less Annoying CRM a refreshing choice in the crowded CRM space.</p> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained" style="border-top-color:var(--wp--preset--color--tacom-medium-gray);border-top-width:1px"> <div class="wp-block-kadence-accordion alignnone"><div class="kt-accordion-wrap kt-accordion-id82626_21d5a8-3e kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-basic kt-accodion-icon-side-right" style="max-width:none"><div class="kt-accordion-inner-wrap" data-allow-multiple-open="false" data-start-open="none"> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane82626_244b03-3e"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">About Vendor</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p>With a low per-user cost, and intuitive functionality, it’s a perfect choice for teams that don’t have complex criteria for a CRM or sales software vendor to meet. </p> <p>If you’re looking to deploy quickly, onboard staff with minimal training, and want to limit your cloud software overhead, Less Annoying CRM fits the bill. And while the list of available customizations and <a href="https://technologyadvice.com/blog/sales/crm-integrations/">pre-built integrations</a> is smaller than other CRMs in this list, there are no contracts or limitations, making this CRM a strong choice for up-and-coming brands.</p> <p>Learn more about the best Simple CRM options <a href="https://technologyadvice.com/blog/sales/best-simple-crm/">here</a>.</p> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane82626_ab670c-a7"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Key features</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <ul class="wp-block-list"> <li><strong>Simplicity</strong>: Less Annoying CRM prides itself on its user-friendly design that makes it easy for small businesses to manage contacts and track leads without unnecessary complexity.</li> <li><strong>Customizability</strong>: The platform allows businesses to tailor the CRM to their specific needs, with customizable fields, layouts, and reports.</li> <li><strong>Collaboration features</strong>: The system is designed for team collaboration, allowing multiple users to share contacts, calendars, and notes.</li> <li><strong>Affordability</strong>: The CRM offers straightforward and low-cost pricing, making it an accessible solution for small businesses.</li> </ul> </div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane82626_236beb-90"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Gallery</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"><div class="kb-gallery-wrap-id-82626_444ee7-c2 alignnone wp-block-kadence-advancedgallery"><div class="kb-gallery-ul kb-gallery-non-static kb-gallery-type-fluidcarousel kb-gallery-id-82626_444ee7-c2 kb-gallery-caption-style-below kb-gallery-filter-none kb-gallery-magnific-init" data-image-filter="none" data-lightbox-caption="true"><div class="kt-blocks-carousel kt-carousel-container-dotstyle-dark"><div class="kt-blocks-carousel-init kb-blocks-fluid-carousel kt-carousel-arrowstyle-whiteondark kt-carousel-dotstyle-dark" data-slider-anim-speed="400" data-slider-scroll="1" data-slider-arrows="true" data-slider-dots="true" data-slider-hover-pause="false" data-slider-auto="1" data-slider-speed="7000" data-slider-type="fluidcarousel" data-slider-center-mode="true" data-slider-gap="46px" data-slider-gap-tablet="46px" data-slider-gap-mobile="46px"><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation.png" data-alt="Less Annoying CRM account creation." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation.png" width="940" height="788" alt="Less Annoying CRM account creation." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation.png" data-id="128880" class="wp-image-128880 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation.png 940w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation-300x251.png 300w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-account-creation-768x644.png 768w" sizes="auto, (max-width: 940px) 100vw, 940px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report.png" data-alt="Less Annoying CRM lead report." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report.png" width="940" height="788" alt="Less Annoying CRM lead report." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report.png" data-id="128881" class="wp-image-128881 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report.png 940w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report-300x251.png 300w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-lead-report-768x644.png 768w" sizes="auto, (max-width: 940px) 100vw, 940px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar.png" data-alt="Less Annoying CRM calendar." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar.png" width="940" height="788" alt="Less Annoying CRM calendar." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar.png" data-id="128882" class="wp-image-128882 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar.png 940w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar-300x251.png 300w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-calendar-768x644.png 768w" sizes="auto, (max-width: 940px) 100vw, 940px" /></div></div></a></figure></div></div></div><div class="kb-slide-item kb-gallery-carousel-item"><div class="kadence-blocks-gallery-item"><div class="kadence-blocks-gallery-item-inner"><figure class="kb-gallery-figure kb-gallery-item-has-link" "><a href="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile.png" data-alt="Less Annoying CRM profile." class="kb-gallery-item-link" ><div class="kb-gal-image-radius"><div class="kb-gallery-image-contain" ><img loading="lazy" loading="lazy" decoding="async" src="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile.png" width="940" height="788" alt="Less Annoying CRM profile." data-full-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile.png" data-light-image="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile.png" data-id="128883" class="wp-image-128883 skip-lazy" srcset="https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile.png 940w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile-300x251.png 300w, https://assets.technologyadvice.com/uploads/2023/06/less-annoying-crm-profile-768x644.png 768w" sizes="auto, (max-width: 940px) 100vw, 940px" /></div></div></a></figure></div></div></div></div></div></div></div></div></div></div> <div class="wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane82626_fac383-5b"><h4 class="kt-accordion-header-wrap"><button class="kt-blocks-accordion-header kt-acccordion-button-label-show" type="button"><span class="kt-blocks-accordion-title-wrap"><span class="kt-blocks-accordion-title">Pricing</span></span><span class="kt-blocks-accordion-icon-trigger"></span></button></h4><div class="kt-accordion-panel kt-accordion-panel-hidden"><div class="kt-accordion-panel-inner"> <p><a href="https://account.lessannoyingcrm.com/signup/start.php" target="_blank" rel="noreferrer noopener">Free tria</a><a href="https://link.technologyadvice.com/r/less-annoying-crm-main">l</a> available</p> <p>$15/user/month</p> </div></div></div> </div></div></div> </div> </div> </div> </div> <div class="wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained"> <h2 id='find-your-new-crm-software'><span class="ez-toc-section" id="find_your_new_crm_software"></span>Find your new CRM software<span class="ez-toc-section-end"></span></h2> <div id="psp-app" data-tapsp-config="{"category":"customer-relationship-management-software"}"><style> @keyframes pulse-bg { 0% { background-color: #c8c8c8; } 50% { background-color: #d4d4d4; } 100% { background-color: #c8c8c8; } } .pskel-title { width: 15rem; height: 2rem; margin: 0 0 0.3125rem; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-intro { width: 20rem; height: 1rem; margin: 1rem 0; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-heading { width: 20rem; height: 1.6rem; margin: 0 0 1.5rem; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-fb-top { display: none; row-gap: 1rem; margin-bottom: 1rem; max-width: 56.25rem; } .pskel-actions { display: flex; flex-direction: column; row-gap: 0.5rem; grid-column: 1 / 3; order: 3; } .pskel-dropdown { width: 8rem; height: 2.25rem; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-actions>*:not(:last-child) { margin: 0 1rem 0 0; } .pskel-body { display: flex; flex-wrap: wrap; } .pskel-list { display: flex; flex-wrap: wrap; max-width: 56.25rem; padding: 0; list-style-type: none; } .pskel-related { margin: 1.25rem 0; padding: 1.25rem; border-radius: 0.15rem; background-color: #f1f1f3; } .pskel-cta { display: grid; grid-template-columns: 58px auto; column-gap: 1rem; align-items: center; max-width: 320px; margin: 0 auto 1rem; justify-content: center; } .pskel-icon { width: 58px; height: 58px; border-radius: 50%; animation: pulse-bg 1s infinite; } .pskel-list-item { width: 100%; padding: 1.25rem; border-radius: 0.15rem; background-color: #f1f1f3; } .pskel-list-item:first-of-type { margin-top: 1.25rem; } .pskel-item-top { display: flex; flex-wrap: wrap; justify-content: center; align-items: center; width: 100%; margin-bottom: 1.75rem; } .pskel-logo { display: flex; justify-content: center; align-items: center; width: 4.5rem; height: 4.5rem; border: 1.5px solid #d1d3d6; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-details { display: flex; flex-direction: column; justify-content: flex-start; margin: 0 1.875rem; } .pskel-buttons { display: flex; flex-wrap: wrap; justify-content: center; align-items: flex-start; margin: 1rem 0 0; width: 100%; } .pskel-buttons>* { width: 16rem; height: 2.65rem; margin: 0.5rem; border-radius: 2rem; animation: pulse-bg 1s infinite; } .pskel-lines>* { display: none; width: 100%; height: 1.2rem; margin-bottom: 0.6rem; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } .pskel-lines>*:last-child { display: block; width: 60%; margin: 0 auto; } .pskel-filters { display: none; row-gap: 0.5rem; grid-column: 1 / 3; } .pskel-filters>* { width: 10rem; margin: 0 1rem 0 0; border-radius: 999rem; } .pskel-filters>*:last-child { width: 14rem; margin: 0; } .pskel-fb-toggle { display: flex; align-items: center; max-width: 56.25rem; width: calc(100% - 2rem); height: 2rem; margin: 0.5rem 0; padding: 1rem; border-radius: 0.15rem; animation: pulse-bg 1s infinite; } @media screen and (min-width: 450px) {} @media screen and (min-width: 768px) {} @media screen and (min-width: 1024px) { .pskel-fb-toggle { display: none; } .pskel-fb-top { display: grid; grid-column: 1/3; grid-template-columns: 2fr 2fr; align-items: center; max-width: none; } .pskel-actions { flex-direction: row; justify-content: flex-end; align-items: center; grid-column: auto; order: initial; } .pskel-filters { display: flex; } .pskel-list { max-width: none; } .pskel-item-top { justify-content: flex-start; flex-wrap: nowrap; } .pskel-logo { width: 9rem; height: 9rem; } .pskel-details { max-width: 13.75rem; } .pskel-buttons { margin: 0 0 0 auto; width: auto; max-width: 16rem; } .pskel-cta { margin: 0 0 1rem; } } @media screen and (min-width: 1200px) { .pskel-details { max-width: none; } } </style> <div class="pskel-dropdown" style="max-width:56.25rem;width:100%;margin-bottom:1rem"></div>  <div class="pskel-body"> <div class="pskel-list"> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> <div class="pskel-list-item"> <div class="pskel-item-top"> <div class="pskel-logo"></div> <div class="pskel-details"> <div class="pskel-title"></div> <div class="pskel-heading" style="width:8rem;margin:0"></div> </div> <div class="pskel-buttons"> <div></div> <div></div> </div> </div> <div class="pskel-item-bottom"> <div class="pskel-lines"> <div></div> <div></div> <div></div> <div></div> </div> </div> </div> </div> </div></div> <h2><span class="ez-toc-section" id="key_crm_features_to_consider_for_your_use_case"></span><strong>Key CRM features to consider for your use case</strong id=''><span class="ez-toc-section-end"></span></h2> <p>While there are certainly software solutions that are objectively “bad,” the majority of options in any given vertical will be valued by how well they satisfy the intended use case. Trying to apply the tool outside the parameters it was designed for may fail to meet expectations, but that does not necessarily mean the software itself is of poor quality. It’s just a bad match.</p> <p>Below are some core areas of concern for CRM consumers to consider when shopping around to help them find a tool that aligns with their needs.</p> <p><strong>Also read: <a href="https://technologyadvice.com/blog/sales/crm-roles-and-responsibilities/">The Different Types of Roles & Responsibilities in a CRM</a></strong></p> <h3><strong>Contact management</strong id=''></h3> <p>For CRM tools, the most foundational functionality is that of collecting and organizing contact information. At the very least, it needs to be a step up from simply dumping leads into a spreadsheet only to immediately be forgotten. Spreadsheets have their place, but they aren’t optimized for automation or to serve as living records. If a CRM can’t improve on manual data entry, manual data scrubbing, and manual retrieval, then it’s just Excel with extra steps.</p> <p>Contact management features in CRM and sales software, it should be noted, vary widely from system to system. But the common upgrades to functionality will likely look familiar to anyone who’s been using digital devices in the past two decades:</p> <ul class="wp-block-list"> <li>Automated data importing</li> <li>Data export flexibility (via EDI, CSV, or other formats)</li> <li>Integrations with other platforms, apps, and databases</li> <li>Filters and search functions</li> <li>Analytics and reporting functions</li> </ul> <h3><strong>Communication records</strong id=''></h3> <p>By now, nearly everyone is familiar with the “This call may be recorded for quality assurance purposes” line spoken to customers calling in to a business for support. Having a record of customer/client/lead interactions can be indispensable. And not just for <a href="https://technologyadvice.com/blog/sales/customer-engagement-software/">maintaining excellent service</a>, either. </p> <p>Using recorded calls, chats, and other communication, businesses can achieve a multitude of important objectives, including:</p> <ul class="wp-block-list"> <li>Improving effectiveness of staff training, onboarding, company policies, and more</li> <li>Compiling <a href="https://technologyadvice.com/blog/information-technology/embedded-analytics-software/">data for analytics</a> (which can help identify patterns, predict trends, and even recommend strategies)</li> <li>Providing evidence to help navigate legal concerns and protect against loss</li> </ul> <p>If benefits like these factor into your CRM and sales software choices, then be aware that some software includes functionality to support it, while some does not. </p> <h3><strong>Integrations</strong id=''></h3> <p>Implementing new software systems can be difficult, and onboarding users only becomes more problematic when the system doesn’t play well with existing solutions in the workflow. </p> <p>Some CRMs are built as part of a larger platform of business solutions, and are intended to be used as a holistic unit. This is a bit of a trade-off, and some cost-benefit evaluations will be needed to determine if a complete workflow overhaul will net positive or negative returns for the trouble. </p> <p>However, if maintaining the stability and functionality of other systems is of equal importance, then finding a CRM software that can integrate with them successfully. Depending on what integrations are needed, there may be plug-ins or add-ons available already to users of the tool. </p> <p>For less common integrations, some more code-heavy API customization may be necessary. In these cases, it’s a good idea to ask which side of the client-vendor partnership will be building the integration. </p> <p>What should be avoided is the addition of a CRM that only further complicates workflows and requires additional manual processes to hold the system together. </p> <h3><strong>Marketing automation</strong id=''></h3> <p>Marketing automation is a specific example of the integration concerns above, but it merits its own spot on this list due to the amount of overlap between <a href="https://technologyadvice.com/blog/sales/crm-vs-marketing-automation/">marketing and sales efforts</a>. Like other sales-adjacent functions, there are a lot of advantages to having the CRM trigger automatic tasks such as sending confirmation emails, email nurture campaigns, and more.</p> <p>Worst-case scenario, similar to what’s mentioned above, is that the new CRM complicates already existing processes, rather than integrating or replacing them. If your CRM or sales software adds another step in the process of, for example, sending outreach emails because staff members have to manually dig for contact info in the database, that’s a net loss.</p> <p>At the very least, the CRM should leave any existing processes intact and unhindered. Most likely, however, your organization will benefit from some form of integration, or a CRM that includes marketing automation features natively. </p> <h3><strong>Quotes and invoicing</strong id=''></h3> <p>Next in line for important functions in the sales process that may or may not be handled by sales team members are financials, such as quotes, invoices, and other AP/AR responsibilities. The same philosophy applies here as above. If an all-in-one solution upgrades your workflow, prioritize that aspect in your research.</p> <p>If integration will suffice, then double-check with vendors for the specific platforms you need to be interoperable. Even if your current process is efficient enough currently, be sure that the CRM software doesn’t create additional headaches for anyone in the workflow. </p> <h3><strong>Data privacy</strong id=''></h3> <p>Cybersecurity is, arguably, a priority for every organization (or, at least it should be). Some verticals deal with higher risk than others, however, and may need additional security protocols for their <a href="https://technologyadvice.com/blog/sales/crm-database-cybersecurity/">CRM to protect themselves</a> or even to comply with industry mandates.</p> <p>This is one that may require consulting with IT, InfoSec, or other I&O staff in the organization. Many of the technical details that factor into whether or not a CRM software is sufficiently secure may be outside the expertise of anyone without a background in computer systems, and it’s not one to leave to chance. </p> <p>Check with internal SMEs, and leverage their experience to further vet your shortlist of CRMs. It may even be worthwhile to have a 3rd-party vendor risk assessment done for any that meet all other criteria, just to cover your bases.</p> <h3><strong>Project management</strong id=''></h3> <p>This list of supplemental functions that might be relevant would be pretty long if it were comprehensive. All-in-one systems, analytics and reporting, ease of use, pipeline management, and many more might fit here. Many of these have been touched on above, and others are likely known quantities already.</p> <p>So instead, this part of the list will finish with one final consideration: project management. </p> <p>Organizations that have, until now, used less formalized workflow processes may not realize how much of an upgrade a well-designed project management strategy can be. As teams grow, workloads become heavier, and processes become more intricate and complex, tracking things on paper proves a substantial challenge. </p> <p>With effective implementation, project management tools can provide visibility and accountability across the board. Better still, it can help staff achieve greater levels of autonomy by giving them the tools needed to stay organized and on top of their responsibilities. </p> <p>Some CRM and sales software tools include project management (PM) features in their toolset, while others can integrate with popular platforms via APIs. Either way, for any team larger than a handful of employees, it’s worth discussing the potential value a CRM with PM enablement might bring to the table. </p> <h2><span class="ez-toc-section" id="choosing_the_right_crm_and_sales_software"></span><strong>Choosing the right CRM and sales software</strong id=''><span class="ez-toc-section-end"></span></h2> <p>After diving into the world of CRM solutions, you’ve likely noticed there’s no shortage of options. This abundance is actually a good thing – it means you have the flexibility to find a CRM that fits your business like a glove, whether you’re running a small startup or managing a large company.</p> <p>If you’re a small business owner, you might be looking for something straightforward and budget-friendly. On the other hand, if you’re at the helm of a larger company, you might need a CRM with all the bells and whistles – think advanced features and seamless integrations with your existing tech stack.</p> <p>When you’re sizing up your options, keep a few key factors in mind. How well can CRM software scale as your business grows? Is it user-friendly enough that your team will actually use it? And what kind of support can you expect when you need it?</p> <p>It’s crucial to think about how each CRM aligns with your current business processes. Will it streamline your workflow or create more headaches? And don’t forget about your long-term goals – the right CRM should be able to support your business not just today, but also as you evolve and expand.</p> <p>Here’s a pro tip: take advantage of free trials or demos. There’s no substitute for hands-on experience when it comes to software. It’s like test-driving a car – you want to make sure it feels right before you commit.</p> <p>Remember, the best CRM for your business isn’t necessarily the one with the most features or the highest price tag. It’s the one that fits your specific needs and can grow with you over time. By choosing wisely, you’re setting yourself up for improved customer interactions, increased productivity, and long-term success.</p> </div> <h2 id='frequently-asked-questions-faq'><span class="ez-toc-section" id="frequently_asked_questions_faq"></span>Frequently Asked Questions (FAQ)<span class="ez-toc-section-end"></span></h2> <h3 id='what-is-an-example-of-a-crm-program'>What is an example of a CRM program?</h3> <p>Salesforce is a widely recognized CRM program that offers a variety of customer relationship management services.</p> <h3 id='what-is-the-most-popular-crm-software'>What is the most popular CRM software?</h3> <p>Salesforce is often considered the most popular CRM software due to its extensive features and widespread adoption across industries. But don’t let popularity keep you from checking out their competitors like Pipedrive and HubSpot. At a fraction of the cost and with a lot less work, they can provide a robust CRM system that will serve your business well.</p> <h3 id='what-is-crm-mainly-used-for'>What is CRM mainly used for?</h3> <p>CRM is primarily used for managing interactions with current and potential customers, streamlining processes, and improving profitability through organizing customer information and automating sales and marketing interactions.</p> <h3 id='is-excel-a-crm-tool'>Is Excel a CRM tool?</h3> <p>Excel is not a dedicated CRM tool; it is a spreadsheet application that can be used for basic data management but lacks the automation, integration, and analytics capabilities of specialized CRM software.</p> <h3 id='what-is-the-point-of-having-a-crm'>What is the point of having a CRM?</h3> <p>A CRM system helps businesses manage customer data, track interactions, and automate various marketing, sales, and customer service processes, leading to improved customer relationships and increased efficiency.</p> </div> <div class="wp-block-group post-author-block has-global-padding is-layout-constrained wp-container-core-group-is-layout-768 wp-block-group-is-layout-constrained" style="margin-top:var(--wp--preset--spacing--40);margin-bottom:var(--wp--preset--spacing--40);padding-top:0;padding-right:0;padding-bottom:0;padding-left:0"> <div class="wp-block-columns has-border-color has-tacom-medium-gray-border-color has-tacom-light-gray-background-color has-background is-nowrap is-layout-flex wp-container-core-columns-is-layout-69 wp-block-columns-is-layout-flex" style="border-style:solid;border-width:1px;border-radius:24px;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:208px"> <div class="wp-block-group has-global-padding is-content-justification-center 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