26 Best CRM Tools to Use in 2020

CRM Tools

 

Customer relations are everything when you are trying to run a business in any industry. You are always in dire need of the best tools in the market to expedite your business workflow.

 

That being said, there isn’t anything like the ‘Perfect CRM tool’ on the internet. If someone says so, either the said program completely fulfills their company requirements, or they are just trying to upsell the tool.

 

Your best bet is to scour away all of the different options to find the best software that will help you in your business according to your requirements.

 

But for that, you have to research.

 

Thankfully, you don’t even have to do that because, in this article, we are going to discuss the best CRM tools that are available in the market right now.

 

But before that, let us tell you why you need a CRM software in the first place.

 

What is a CRM tool and Why Use it?

 

A CRM tool can be any software from a simple contact management application to keep in touch with the different clientele of your business or a full-fledged project management tool with CRM capabilities.

 

These PM tools also have detailed solutions for the communication pipeline and many different billing features to keep on top of everything.

 

But if that isn’t enough, here are some of the benefits of using CRM tools for your business.

  • Increased communication between the company and the clientele
  • An increase in efficiency when it comes to staff and client satisfaction
  • A definite increase in teamwork and team collaboration
  • A reduction in manual labor and budget expenditure

 

Let’s now take a look at all of the different CRM tools on the market right now.

 

Acceptance Criteria

 

As there are so many CRM tools in the market to choose from, you need to know the important features that should be present in the application to make it usable.

 

Here’s a list of all of the different features that an ‘ideal’ CRM tool must possess.

 

26 Best CRM Tools to Use in 2020

Here’s a list of all of the different applications that we are going to talk about in this article.

 

Let’s take a detailed look at all of them.

 

1. nTask

 

task_management_hero

 

One of the best project management applications that prove to be an amazing CRM tool for your business is nTask. The application has all of the different features mentioned in the acceptance criteria.

 

The software is feature-packed to the brim and is the application you need to make your sales process, customer relationship improvement, and project development process, a success.

 

Key Features

  • Reporting
  • Meeting agendas
  • Meeting management
  • Project budgeting
  • Calendar sync with Google
  • Cost estimating
  • File sharing
  • Minutes of meeting
  • Feedback management
  • Calendar management
  • File attachments
  • Security

 

Pricing

  • Free plan
  • Paid subscription starts at $2.99

 

  • App Logo
  • nTask is a loved by the sale teams.

    Manage all your tasks, projects, meetings, timesheets and more in one place. Sign up today!

 

2. Sugar CRM

 

SugarCRM

 

Sugar CRM is an incredible application that tracks the entire communication journey the customer and the company representative, embark upon.

 

The application is a brilliant one as it gives you a proper idea about the view of the customer and perfectly anticipates an opportunity to convert them.

 

Key Features

  • Marketing Automation
  • Customer Support
  • Email Integration
  • SalesForce Automation
  • Social CRM

 

Pricing

  • Paid subscription starts at $52/user/month

 

3. Pipedrive

 

Pipedrive

 

If you are a small business and you need a software that won’t break the bank but won’t compromise on the quality of features that it provides, then you have to go with Pipedrive.

 

The application has over 50k users and is one of the leading CRM tools that take care of all of the different sales management processes related to your company.

 

Key Features

  • Activities and goals
  • Contact History
  • Email integration
  • Full Customization
  • Google Calendar & Contacts Integration
  • Mobile Apps
  • Pipeline Management
  • Roles & Organizational Hierarchy
  • Sales reporting
  • 24/7 Support
  • Configurable Workflow
  • Customer Database
  • File management
  • Goal Setting & Reporting
  • Meeting management
  • Multi-Language
  • Powerful API
  • Rule-Based Workflow
  • Sales forecasting
  • Summary reports

 

Pricing

  • Paid Subscription starts at $15/month

 

4. Insightly

 

Insightly CRM

 

Insightly application is another example of a brilliant business and project management software that can prove to the best CRM tool that you can find on the market.

 

Key Features

  • Automatic address book
  • Automatic notifications
  • CRM
  • Client management
  • Contact Database
  • Custom charts
  • Custom objects/apps
  • Customizable fields
  • Customizable templates
  • Data filtering
  • Duplicate detection
  • Email templates
  • Event-triggered actions
  • File sharing
  • Lead assignment
  • Lead distribution
  • Native iOS & Android mobile apps
  • Powerful Google & Microsoft calendar integration
  • Project tracking
  • Recurring tasks
  • Sales reporting
  • Scheduled reporting
  • Sidebar chrome extension
  • Status tracking
  • Task management

 

Pricing

  • Paid Subscription starts at $29/month

 

5. Freshdesk

 

FreshDesk

 

The Freshdesk application has an amazing customer relations management system that is coupled with an incredible automated helpdesk to increase the efficiency of your customer relations.

 

Key Features

  • Agent & group performance reports
  • Automatic email notifications
  • Business rules management through SLAs
  • Community forums
  • Custom contact & company fields
  • Customer self-service portal
  • Customizable ticket forms
  • Event-triggered workflow automation
  • Filtered search
  • Integrated game mechanics
  • Knowledgebase
  • Live chat channel
  • Portal customization
  • Activity log
  • Agent collision detection
  • Automatic, skill-based & load balanced ticket assignment

 

Pricing

  • Paid subscriptions start at $19/month

 

6. Creatio

 

Creatio

 

An incredible software that combines all of the different sales, marketing, and customer service features in one amazing package to help your customer relations is Creatio.

 

Key Features

  • Social media platforms integration
  • Lead Management
  • Time Management
  • Analytics
  • Customer Data Management
  • Document Management
  • Knowledge Management library
  • Communications

 

Pricing

  • Paid subscriptions starts at $25/user/month

 

7. Apptivo

 

Apptivo

 

Apptivo is a pure sales-related application that can intensify your sales process and help your customer relation process.

 

Key Features

  • Contact Management
  • Lead tracking & auto-assignment
  • Workflow & marketing automation
  • Detailed role-based security
  • Audit trail
  • Automatic reminders
  • Calendar sync with Google
  • Customer accounts
  • Customizable branding
  • Customizable templates
  • Document storage
  • Estimating
  • Full-text search
  • Help desk management
  • Job management
  • Lead distribution

 

Pricing

  • Paid subscription starts at $10/month

 

8. PipelineDeals

 

PipelineDeals CRM

 

PipelineDeals is designed to streamline the process of sales, the application has an amazing dashboard comprising of all of the tools necessary to improve your customer relations process.

 

Key Features

  • Lead Tracking
  • Customer Relationship Management
  • Calendar
  • Customizable Lead Status and Sources
  • Custom Color, Branding, and Subdomain
  • Email Marketing Integration
  • Native iPhone & Android Apps
  • Sales Pipeline Tracking
  • Email Insights and Analytics
  • Customizable Reporting
  • Deal Tracking
  • Document Storage
  • Customizable Deal Stages and Custom Fields
  • Customizable Note Categories and Tags
  • Google Apps Integration
  • Outlook Integration
  • Lead Management
  • Email Tracking

 

Pricing

  • Paid subscription starts at $25/month

 

9. Microsoft Dynamics 365

 

Microsoft Dynamics 365

 

Microsoft Dynamics 365 is an amazing one that encapsulates the data, people, and the sales processes related to your business, in one software, which you can use to improve your customer relations process.

 

Key Features

  • Sales & marketing
  • Budgeting & forecasting
  • CRM integration
  • Campaign management
  • Cash flow statement
  • Document management
  • Estimating
  • Fixed asset management
  • HR management
  • Sales & inventory forecasting
  • Sales orders
  • Business intelligence & reporting
  • Calendar management
  • Capacity monitoring
  • Cash management
  • Employee management
  • Financial management
  • General ledger
  • Inventory management

 

Pricing

  • Paid subscription starts at $8/month

 

10. Odoo

 

Odoo

 

The Odoo application is an open-source CRM tool that can help you improve your customer relationship process effectively.

 

Key Features

  • Dashboard creation
  • Email templates
  • Human Resources
  • Lead assignment
  • Accounting Integration
  • Action item tracking
  • Action planning
  • Real-time data
  • Sales forecasting
  • Summary reports
  • Team chat
  • User activity monitoring
  • Bid management
  • Billable hours tracking
  • Bills of material
  • CRM integrations
  • Customer management
  • Data import/export
  • Gantt charts
  • Instant messaging

 

Pricing

  • Paid subscription starts at $20/month

 

11. Less Annoying CRM

 

Less Annoying CRM

 

The Less Annoying CRM is designed for small to medium businesses, the application is an amazing CRM application that has the potential to greatly improve your customer relations process.

 

Key Features

  • Track sales lead
  • Enter and categorize notes
  • Share contacts with your co-workers
  • Mobile website
  • MailChimp integration
  • Simple contact management
  • Set reminders
  • Pipeline reporting
  • Create contact groups
  • Manage your sales team

 

Pricing

  • Paid subscription starts at $10/month

 

12. Podio

 

Podio

 

Podio is a highly customizable application that every user can tweak according to their specific requirements to improve its customer relations process.

 

Key Features

  • MS Exchange integration
  • Mobile apps for Android, iPhone & iPad
  • Dynamic cardboards
  • Activity tracking
  • Automatic notifications
  • Calendar management
  • Collaborative review
  • Collections management
  • Configurable workflow
  • Reporting
  • Email integration
  • File sharing
  • Indexing
  • Simple CRM & sales tracking
  • 24-hour personal support from the Podio team
  • Time tracking by project
  • Activity management

 

Pricing

  • Paid subscription starts at $9/month

 

13. WorkBook

 

Workbook

 

WorkBook is a project and resource management software, that has proven time and time again to be an amazing CRM tool that can help improve your customer relations process immensely.

 

Key Features

  • Project Management
  • Time, expense, material, and mileage entry
  • Inter-company settlement
  • Customer Portal
  • API
  • CRM & Pipeline Management
  • Resource Management
  • Subscription Management
  • Multi-company / Multi-currency / Multi-language
  • 300+ built-in reports and a report editor included
  • Collaboration

 

Pricing

  • Paid subscription starts at $23.62/month

 

14. Scoro

 

Scoro

 

Scoro is a dedicated CRM software that you can use to optimize your sales and customer relations process and increase the performance capabilities and the overall productivity of the sales team.

 

Key Features

  • Automated Alerts
  • Budget Control
  • Business Dashboard
  • Calendar Management
  • Company News Feed
  • Currency Conversion
  • Customer Management
  • Customizable Templates
  • File Management & Sharing
  • Invoices & Expense Management
  • Lead Management
  • Multi-currency and Multi-language
  • Overtime Tracking
  • Permission Management
  • Project Management
  • Quote Management
  • Role-Based Permissions
  • Advanced Reporting & Analytics
  • Billing & Invoicing
  • Budgets & Forecasts
  • Business Intelligence
  • Client Management

 

Pricing

  • Paid subscription starts at $26/month

 

15. Salesforce

 

Salesforce CRM cloud

 

Salesforce is an amazing CRM software that combines all the goodness of marketing and sales in one amazing application that helps convert potential customers.

 

Key Features

  • Contact management
  • Lead management
  • Sales forecasting
  • Sales collaboration
  • Email integration

 

Pricing

  • Paid subscription starts at $75/user/month

 

16. Highrise

 

Highrise CRM

 

HighRise CRM application is great at contact and communication management as it keeps track of all of the conversations that the people have and all of the tasks that are connected to those people.

 

Key Features

  • Store customer emails
  • Attach documents and files
  • Task tracking & reminders
  • Notes & comments
  • Proposal & deal tracking
  • Share contact/ company data
  • Data import/ export
  • Mobile app for iPhone or Android
  • Import contacts from Outlook or Excel
  • Reply to emails
  • Assign tasks
  • Email/ SMS notifications
  • Meeting notes
  • Custom privacy setting
  • Custom data fields
  • Track employee reviews
  • 3rd party integrations

 

Pricing

  • Paid subscription starts at $24/month

 

Related: 

7 Best Highrise CRM Alternative to Use in 2020

 

17. Infusionsoft

 

InfusionSoft

 

InfusionSoft is an amazing communication management software that uses the power of AI to track the writing patterns of the customers talking to you and generates responses according to that research.

 

It is an amazing application that greatly improves your customer relations process.

 

Key Features

  • Marketing Automation
  • Multimedia marketing management
  • Social Sharing
  • Track orders
  • CRM
  • E-Commerce
  • WebForms
  • Built-in metadata and keyword fields

 

Pricing

  • Paid subscription starts at $199/month

 

18. Zoho CRM

 

Zoho CRM

 

An example of a CRM software that is a part of a great software family ‘Zoho’ is Zoho CRM.

 

The software is an amazing application that helps you reach your potential clientele at just the right time and improves your customer relations process.

 

Key Features

  • Artificial Intelligence
  • CRM with Email
  • Call and Email Workflows
  • Contextual Form Builder
  • Custom Signals
  • Customer Segmentation
  • Developer API for Third-party Integration
  • Gamification
  • Inventory Management
  • Marketing Attribution
  • Mass Email
  • Multiple Pipelines
  • Real-Time Data
  • Review Process Management
  • SalesForce Automation
  • Social CRM
  • Workflow Approval Processes
  • Workflow Suggestions and Reports
  • Analytics Mobile App
  • CRM Analytics
  • Call Customization
  • Cohort & Quadrant Analysis
  • Custom Modules
  • Customer Journey Planner
  • Customer Support & Service

 

Pricing

  • Paid subscription starts at $12/year

 

19. HubSpot CRM

 

hubspot-CRM-for-efortless-sales

 

HubSpot CRM an amazing software that helps streamline the organization and tracking of different communication pipelines to improve the customer relations process.

 

Key Features

  • Pipeline management
  • Contact database
  • Content management
  • Email archiving
  • Email tracking
  • Shared history
  • Task planning
  • Task tracking
  • Email monitoring
  • Prospect database
  • Lead timelines
  • Contact history
  • CRM integration
  • Email integration
  • Recurring tasks
  • Social media integration
  • Task scheduling
  • Call monitoring

 

Pricing

  • Free of cost

 

20. NetSuite CRM

 

NetSuite CRM

 

If you work in sales, you will know that sales forecasting is always a twisted puzzle that is very difficult to solve. Thankfully, NetSuite CRM untangles that puzzle to improve your customer relations.

 

Key Features

  • Sales forecasting
  • Billing & invoicing
  • Customer self-service
  • Customization platform
  • Ecommerce
  • Global sales & service organizations management
  • Integration with Microsoft Office & Outlook
  • Marketing lead source/ROI/revenue by lead source
  • Salesforce automation
  • Accounting integration
  • Commission management
  • Customer support & service
  • Dashboards, analytics & reporting
  • Email marketing, target list segmentation & creation
  • Incentive compensation management
  • Marketing automation

 

Pricing

  • Paid subscription starts at $129/month

 

21. Base

 

Base

 

Base CRM is an amazing lead management software that enables you to gather all of the different opportunities form all of your social media handles and the website, to increase sales.

 

Key Features

  • Sales management
  • Mobile sales management
  • Sales forecasting
  • Lead tracking
  • Customer management
  • Sales reporting and analytics

Pricing

  • Paid subscription starts at $45/user/month

 

22. Nimble

 

Nimble CRM

 

Nimble is a great application that has amazing contact management and notification features that automatically update the customer information that greatly helps in developing customer relations.

 

Key Features

  • Contact Management
  • Deal Pipeline and Reporting
  • Android and iPhone App
  • Sales & Marketing Automation
  • E-mail Tracking and Analytics

 

Pricing

  • Paid subscription starts at $12/month

 

23. Instream

 

InStream

 

Instream is an amazing contact management application that helps the sales team to be more productive and form long-lasting customer relationships.

 

Key Features

  • Relation list management
  • Customizable lists
  • Action management
  • Assignment management
  • Calendar management
  • Communication management
  • Contact history
  • Fast-filter options
  • Help desk management
  • Real-time conversations
  • Status tracking
  • To-do tasks
  • Goal setting/tracking
  • Communication monitoring
  • Reporting & statistics
  • Appointment tracking
  • Custom fields
  • Cataloging / categorization
  • Task management
  • Contact management
  • Client management
  • Customer support tracking

 

Pricing

  • Paid subscription starts at $6/month

 

24. Capsule CRM

 

Capsule CRM

 

Capsule CRM is another contact management application that helps you take control of the whole operation from a single interface where you can manage different customers, contacts, vendors, and leads.

 

Key Features

  • Activity & sales reports
  • Customize Capsule to fit your business
  • Manage groups of contacts with lists
  • Access your account from anywhere, securely
  • Arrange Capsule into Teams
  • Get a complete contact view
  • Manage your sales pipeline
  • Team management & user access controls

 

Pricing

  • Paid subscription starts at $18/month

 

25. Freshsales

 

Freshsales

 

If you are a fast-paced team that wants to be on top of everything, always, then Freshsales is the best CRM application for you.

 

Key Features

  • Lead scoring
  • Segment and organize your team
  • 360° Customer view
  • Auto profile enrichment
  • Appointments, tasks, and notes

 

Pricing

  • Paid subscription starts at $12/month

 

26. WORKetc

 

WORKetc - best project management software

 

Finally, the last item on the list is WORKetc. It is an amazing CRM application that helps the team with the reporting, billing, and most importantly the customer relationship process.

 

Key Features

  • Campaign Management
  • Task Management
  • Lead Assignment
  • Filtered Views
  • Reporting & Statistics
  • Gmail and Outlook plugins
  • Customizable Fields
  • Accounting Integration
  • CRM integration
  • Customizable Reporting
  • Data Filtering
  • Data Synchronization
  • Document Management
  • Contact Management
  • Dependency Management
  • Billing Rate Management
  • iPhone, Android & mobile support
  • Invoices
  • Timesheet Management
  • Activity Tracking
  • Customer History
  • Customizable Templates

 

Pricing

  • Paid subscription starts at $78/month

 

Frequently Asked Questions

 

1. What are the Three Types of CRM Software?

  • Operational CRM: This type of CRM uses marketing and sales automation to provide a visual representation of the customer’s journey with the company
  • Collaborative CRM: This type of application shares all of the relevant information about the customer to the external and internal stakeholders
  • Analytical CRM: This type of application tracks all of the customer data to help the company make better decisions in the future

 

2. What is the Salesforce CRM called?

 

Here’s a link to the Salesforce CRM software in question.

 

3. Who uses CRM?

 

Every sales team that wants to improve its customer relations and increase sales.

 

Conclusion

 

We handpicked these tools for you after surveying the internet. It might be possible that you are using a program that’s not on the list. If that’s the case, do let us know through the comments section below. We will be adding your favorite tool later.

 

Happy Hunting.

 

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