Compare CRM systems

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Simply select CRMs from the dropdown and explore key differences between those platforms.

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Overview

Overall rating

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Ease of Use

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User Adoption

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Robust Reporting

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Deep Customizations

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Top 5 Desired Features

Custom objects

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Workflow Automations

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Recurring Revenues Reporting

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Multi-Currency

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Activity History

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General Features

Contact Management

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Mobile Access

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Task Management

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Social Integration

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Activity Dashboard

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Alerts/Notifications

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Calendar/Reminder System

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Contact Database

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Contact Management

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Customizable Fields

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Data Import/Export

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Document Storage

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Email Management

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Forecasting

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Interaction Tracking

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Internal Chat Integration

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Lead Capture

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Lead Generation

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Lead Qualification

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Pipeline Management

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Quotes/Estimates

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Referral Tracking

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Reporting/Analytics

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Sales Pipeline Management

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Segmentation

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Social Media Integration

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Territory Management

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Workflow Management

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Reasons users Migrate To

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Reasons users Migrate From

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Disclaimer: The information is taken from open resources and collected by our team.

Overall rating

4.2

Ease of Use

4.8

User Adoption

4.9

Robust Reporting

4.8

Deep Customizations

4.9

Custom objects

yes

Workflow Automations

yes

Recurring Revenues Reporting

yes

Multi-Currency

yes

Activity History

yes

Contact Management

yes

Mobile Access

yes

Task Management

yes

Social Integration

yes

Activity Dashboard

yes

Alerts/Notifications

yes

Calendar/Reminder System

yes

Contact Database

yes

Contact Management

yes

Customizable Fields

yes

Data Import/Export

yes

Document Storage

yes

Email Management

yes

Forecasting

yes

Interaction Tracking

yes

Internal Chat Integration

yes

Lead Capture

yes

Lead Generation

yes

Lead Qualification

yes

Pipeline Management

yes

Quotes/Estimates

yes

Referral Tracking

yes

Reporting/Analytics

yes

Sales Pipeline Management

yes

Segmentation

yes

Social Media Integration

yes

Territory Management

yes

Workflow Management

yes

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Have more questions about CRM comparisons?

Take these CRMs for a test drive with your own data!

What should I look for before choosing a CRM?

 

Can the CRM scale with my business?

When comparing CRMs, one of the most important factors to consider is whether the product will scale with your company. You might be a startup right now, but you'd be amazed how quickly a strong CRM can help you hit all of your goals. See what features are accessible across all plans, not just the one you're interested in now, to avoid having to switch tools in a year or two.

Is the CRM easy to use and train my team on?

Most CRM systems can seem difficult when compared to alternatives like spreadsheets or pen and paper. The right CRM for you, on the other hand, will enable you to accomplish more in less time. Finding one that's both powerful and intuitive is the key. Tools with all the bells and whistles may appear excellent at first, but if it takes your team months to figure out how to use them, that's a lot of time and productivity wasted.

Tip: To find out more about CRM systems, read overviews here.

What kind of support does the CRM have?

You can't afford to wait five business days for an email response if a software issue can cost you a lot of money. Look for a product with a good reputation that provides live chat or phone assistance during your business's operating hours.

Tip: Look for a CRM that provides help 24/7 to ensure that it covers your time zone and weekend shifts.

Which CRM is the best?

There is no one-size-fits-all answer because the best CRM depends on CRM comparison. Some popular and powerful CRM systems include:

  • Salesforce
  • monday CRM 
  • HubSpot CRM
  • Zoho CRM

The best CRM for you will depend on factors like company size, budget, and desired features.

What are the 3 essential components of CRM?

When you conduct a CRM software comparison it`s important to look for:

  1. Customer Data Management: Centralized storage and organization of customer data such as contact details, purchase history, and communication records.
  2. Customer Interaction Tracking: Monitoring and managing interactions with customers across multiple channels (e.g., emails, calls, social media).
  3. Automation and Workflow: Automating routine tasks like follow-ups, data entry, and marketing campaigns to improve efficiency and productivity.

What customizations does the CRM offer?

To fit your business and sales process, every CRM will require some customization. It's common to create custom fields and pipelines, but does your chosen CRM allow you to automate parts of your unique workflow? Look at pricing comparisons to learn how much different CRMs charge for the customizations you require.

What reporting capabilities does the CRM have?

Sales reports are essential for increasing sales and encouraging your team. If your company creates a lot of reports, look for a CRM that can generate reports automatically. Even better, look for a platform that includes live dashboards to help you stay on track. When reports are attractive and easy to create, you may find yourself using them more frequently.

What are the different types of CRMs?

There are three main types of CRM systems: collaborative, analytical, and operational.

Is Salesforce the most used CRM?

Yes, Salesforce is one of the most widely used and popular CRM systems globally. It has a significant market share, especially among large enterprises, due to its extensive features, customizability, and integrations with various business tools. Its dominance is particularly evident in industries that require complex sales and customer management processes. However, other CRMs like HubSpot, Pipedrive and Freshsales also have substantial user bases, particularly in specific niches or small businesses.

What is CRM in simple words?

CRM stands for Customer Relationship Management. Simply put, it is a tool or strategy businesses use to manage interactions with their customers. CRM helps companies keep track of customer information, such as contact details, purchase history, and communication preferences, to build better relationships and improve customer service.
 

Key functions found in CRM software

The main features in CRM comparisons include:
  • Contact Management: Storing and organizing customer contact details and information.
  • Sales Management: Tracking leads, opportunities, and sales processes.
  • Customer Support: Managing customer queries, complaints, and support tickets.
  • Marketing Automation: Running email campaigns, managing customer segmentation, and tracking marketing activities.
  • Reporting and Analytics: Generating insights on customer behaviour, sales trends, and marketing effectiveness.
  • Task and Workflow Automation: Automating repetitive tasks such as sending follow-up emails or reminders.

Advantages of utilizing CRM systems

CRM software can be beneficial for businesses because it:
  • Provides better tracking and resolution of customer issues, leading to faster and more personalized service.
  • Centralizes communication history so all team members can access important customer data.
  • Helps sales teams manage leads more effectively and track sales pipelines to close more deals.
  • Organizes customer data in one place, making it easier to find and use.
  • Automates routine tasks, reducing manual work and increasing team productivity.