Compare CRM systems

Spot the Difference

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

4.9

Ease of Use

4.9

User Adoption

4.5

Robust Reporting

4.3

Deep Customizations

4.3

Custom objects

yes

Workflow Automations

yes

Recurring Revenues Reporting

yes

Multi-Currency

no

Activity History

no

Contact Management

yes

Mobile Access

yes

Task Management

yes

Social Integration

yes

Activity Dashboard

yes

Alerts/Notifications

yes

Calendar/Reminder System

no

Contact Database

no

Contact Management

yes

Customizable Fields

no

Data Import/Export

yes

Document Storage

no

Email Management

yes

Forecasting

no

Interaction Tracking

yes

Internal Chat Integration

yes

Lead Capture

yes

Lead Generation

no

Lead Qualification

no

Pipeline Management

no

Quotes/Estimates

no

Referral Tracking

yes

Reporting/Analytics

yes

Sales Pipeline Management

no

Segmentation

yes

Social Media Integration

yes

Territory Management

no

Workflow Management

yes

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Have more questions?

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.

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.