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10 Best CRM Software: Types, Features, and Their Use Cases

For every dollar that you spend on CRM software, you get huge returns. The only condition is you must invest in the right one. But among so many different types of CRM software, choosing a perfect one feels like a difficult job. It is tough because not every CRM is same.

10 Best CRM Software: Types, Features, and Their Use Cases

Some are good for customer support whereas others might be great for managing the internal process of customer relationship management. If you want to cut short your time, check out our list and find the perfect one for all your needs and business use cases.

10 Best CRM Software Examples

1. HubSpot

HubSpot revolutionized the CRM landscape with its user-friendly interface and integrated marketing, sales, and service hubs. Designed with inbound marketing principles in mind, HubSpot helps businesses to attract, engage, and delight their customers at every touchpoint.

Its intuitive dashboard gives you details of how your sales and marketing team is interacting with the customers. This data helps in delivering personalized experiences and nurturing leads effectively.

Features

  • Contact management
  • Audience segmentation
  • Email tracking
  • Lead management
  • Pipeline management
  • Task automation
  • Reporting and analytics
  • Gmail and Outlook integration
  • Live chat
  • Meeting scheduling

Price: HubSpot is free but offers only limited features. To use all of its feature, get a paid plan at $45 per month.

Use Cases: Good for small to mid-sized businesses who want an all-in-one CRM solution to streamline marketing, sales, and customer service processes.

2. Salesforce

Undoubtedly, Salesforce is one of the most popular and versatile CRM software examples globally. Why?

First, you don’t have to be a technical expert to use Salesforce CRM. Second, Salesforce lets you manage leads, track opportunities, and automate marketing initiatives.

And since it runs on the cloud, this CRM software lets you grow with fewer resources.

Features

  • Lead management
  • Quote management
  • Einstein analytics
  • Quote to cash
  • Dynamic dashboards
  • Email integration
  • Sales forecasting
  • Workflow automation
  • Partner and channel management

Price: Salesforce offers various pricing tiers starting from $25 per user per month. The professional plan costs $105/per month whereas the enterprise plan costs $190 per month.

Use Cases: One of the best CRMs for small, and medium-sized businesses, especially those requiring extensive customization and scalability.

Also Read: 9 Key CRM Features to Boost Customer Satisfaction and Sales

3. Zendesk

From customer relationship management to sales, it has tools for your every business need. For example, Zendesk Sell focuses mainly on the sales pipeline whereas its support platform improves customer experience. It is based on a SaaS model and runs on the cloud.

Features

  • Ticket management
  • Knowledge base
  • Live chat
  • Customer feedback
  • Social media integration
  • Analytics and Reporting

Price: Zendesk offers plans starting from $19 per user per month.

Use Cases: Perfect for businesses prioritizing customer service.

4. Zoho

Among all the CRM software examples, Zoho stands out for its affordability, flexibility, and extensive integration capabilities. Targeting small and medium-sized businesses, Zoho is made user-friendly interface and customizable.

You can modify the software to fit your unique workflows seamlessly. And if you use other Zoho products, this is the best option to invest in. It works with all the Zoho products and helps you increase leads and sales without losing any track of your sales team.

Features

  • Sales automation
  • Process management
  • Journey orchestration
  • Performance management
  • Marketing automation
  • Canva design studio
  • Omnichannel
  • Analytics
  • Analytics and Reporting

Price: Zoho CRM offers a free version for up to 3 users. Paid plans start from $12 per user per month.

Use Cases: Well-suited for small to mid-sized businesses seeking an affordable yet feature-rich CRM solution to streamline sales and marketing activities.

5. FreshSales

FreshSales is an AI-powered CRM software to boost your sales, conversions, and productivity. You can generate campaigns for your sales goal and track them using its Freddy AI. Freddy can even tell you which lead is more likely to convert and the best deals to offer for more conversions.

With FreshSales, you will never lose any customers as it integrates with email, chat, messenger, zoom, and even phone calls or SMS.

Features

  • 360-degree view of customers
  • Workflow automation
  • Sales pipeline management
  • Contact scoring
  • Deal insights
  • Sales forecasting
  • Reports and analytics
  • Multi-currency and multi-language
  • Role-based access
  • Integration with Zapier, Gmail, PayPal, Quickbooks, DocuSign, Outlook, etc.

Price: The entry-level price of FreshSales is $9 per month for a single user. The mid-tier plan costs $39 and high-tier plan is $59 per month. Its free plan gives access to 10 users.

Use Cases: Recommended for businesses who want advanced CRM software.

6. Insightly

Insightly offers a powerful, yet easy-to-use CRM platform at an enterprise level but at an affordable price. It has features not only to drive sales but also to boost your sales team's productivity. What makes Insightly one of the best CRM software types in our list is its security feature. You can assign roles and permissions to the right users, keeping your data safe and sound.

Features

  • Sales pipeline
  • Lead management
  • Sales lead tracking
  • Opportunity management
  • Workflow and process automation
  • Validation rules and advanced permissions
  • Project and task management

Price: Insightly offers plans starting from $29 per user per month.

Use Cases: This cloud CRM software fits all small businesses and startups’ budgets that need a tool for contact and project management.

7. Pipedrive

Pipedrive lets you focus on customers while it takes care of your sales pipeline and leads. It has features to automate lead nurturing and a marketplace to connect you with useful business tools like Zoom, and Gmail.  

Features

  • Email marketing
  • Project management
  • Lead generation
  • Web visitor tracking
  • Documents and templates
  • Sales reporting
  • Email integration
  • Goal setting and tracking

Price: Pipedrive plans include essential, advanced, professional, power, and enterprise versions each with different features and rates.

  • Essential plan: $12
  • Advanced plan: $24
  • Professional plan: $49
  • Power plan: $59
  • Enterprise plan: $79

Use Cases: Although Pipedrive CRM is designed for small businesses and startups, large businesses can also use this software.

Also Read: 5 Signs It's Time to Get a Workflow Automation Software

8. Microsoft Dynamics

Microsoft Dynamics 365 offers a comprehensive suite of CRM and ERP applications, empowering businesses to optimize operations and drive growth.

You can leverage other familiar platforms of Microsoft for enhanced collaboration and data analysis. At its core, this operational CRM helps you improve interactions with customers.

You can check their past interactions and orders to understand their needs. It also helps you identify high-risk customers and take necessary action before they leave.

Features

  • Sales automation
  • Marketing automation
  • Customer service tools
  • Social listening
  • Business intelligence
  • Integration with Office 365

Price: Microsoft Dynamics CRM offers flexible pricing options based on user requirements. Its professional plan begins at $65 per month for a single user. The premium version costs around $135 per month.

Use Cases: This CRM software type is recommended for businesses already using Microsoft products as it integrates seamlessly with their existing tech stack.

9. ActiveCampaign

ActiveCampaign lets you build powerful and meaningful relationships with your customers. You can connect and engage with them on the platform of their choice. It also lets you decide the flow of each communication.

For example, ActiveCampaign helps you choose what to do if customers do not schedule an appointment with you.

You can take a follow up or send an automated reminder if they schedule an appointment. With this CRM software type, you can even create campaigns to target specific customers and measure their performance.

ActiveCampaign can easily integrate with 900+ marketing tools such as Slack, Shopify, WooCommerce, and Instagram.

Features

  • Email marketing
  • Marketing automation
  • Content creation
  • Audience segmentation
  • Reporting and analytics
  • Artificial intelligence

Price: ActiveCampaign offers plans starting from $9 per month and its enterprise version allows 10 users for $259 per month.

Use Cases: Suitable for any business from any industry.

10. SugarCRM

SugarCRM may be last on our list, but it is one of the best and easiest-to-use- CRM software types. It offers a mobile app to access all the CRM functionalities. The software is also customizable to fit your unique needs and can be integrated with business-critical systems.

What’s unique about SugarCRM is the self-guided practices included in the platform for selling effectively.

Features

  • Sales automation
  • Lead management
  • Campaign management
  • Workflow automation
  • Lead nurturing
  • Opportunity tracking
  • Sales forecasting
  • Mobile sales
  • Reporting and analytics
  • Integration with third-party apps

Price:  SugarCRM offers both cloud-based and on-premises deployment options with pricing based on user requirements. It starts at $49 per month for a single user.

Use Cases: Ideal for every business.

Conclusion

Don’t get a one-size-fit customer relationship management software because there is none. Every business has a different process to manage customer relationships. Thus, the final choice should be made after analyzing the need and evaluating the features of multiple CRM software types. Custom CRM software is another option if you need a tool that fits your industry type.

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