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Customer Relationship Management (CRM) Software

Customer relationship management (CRM) software allows you to maximize the potential of hard-won customer relationships. CRM software presents an integrated view of your customers and prospects so you can get the most out of your marketing, sales, and customer service efforts. This guide provides a practical how-to for selecting the right CRM program to better manage your customer database and improve sales effectiveness.

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Find out why thousands of businesses trust Software Connect to help narrow down thousands of options to a managable list of top recommendations. There’s no pressure, no obligation, and no cost. Sound good? Let’s get started!

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter

Benefits of Top CRM Software

CRM software is a broad application category providing functionality to manage business-customer relationships. CRM program provide features designed for supporting sales, marketing, and service activities.

Benefits of using effective sales CRM software include:

  • More effective identification of new prospects through database marketing and outreach automation
  • Reductions in time and labor costs of collecting, organizing, and managing customer information
  • Easier customer upselling based on intelligent product/service suggestions and improved objection handling
  • Increase ROI on marketing investments through lead source visibility
  • Improved sales effectiveness by sharing best practice sales techniques
  • Reduce training costs with guided selling features
  • Increase sales win rates by understanding the frequency and best practices for sales and marketing outreach

Key Features to Consider When Selecting CRM Software

Functionality Definition
Contact management Contact management features provide the ability to capture, record, and classify event data related to customer interaction (such as calls, emails, website visits, social interaction, purchases, visits, etc)
Email integration Email integration features enable the automated capture of emails to sales contacts with corresponding customer records enabling better visibility to customer activity and communication
Opportunity/lead tracking Lead management capabilities support registering and detailing sales prospecting information, such as lead source and sales assignment
Follow-up scheduling Manual and automated options for scheduling follow up help improve the reliability of ensuring proper customer follow-up occurs
Customer order history Automatically capturing customer purchases (often via integration with applications such as invoicing and AR) helps complete the information about customer interaction
Cross-selling Cross-selling and upselling suggestions utilize pre-defined associations between products to alert sales staff to additional items or services customers may be interested in
Call center integration Phone-system integration allows for the CRM application to automatically identify when customers have been called and associate call data with customer records
Issue ticketing Issue ticketing systems provide work order management tools that coordinate the registration and resolution of customer service issues
Quote creation Quote creation capabilities allow for the origination of documents describing offered costs and terms for product and service purchases
Invoice creation Invoices provide customer-facing documentation describing order details and payment responsibilities to clients
Marketing campaign management Marketing campaign management tools organize and track marketing efforts allowing for demographic and promotional sales targeting
Marketing email/template management The ability to create, store, and edit marketing templates provides increased efficiency and more consistent use of best practice communications techniques for maximizing marketing effectiveness
Call scripts Call scripts can help less ensure adherence to communication best practices and help salespeople overcome objections and improve customer engagement
Customer milestone notifications and triggers Tracking milestones in customer engagement (such as initial engagement, meetings, or quote provisioning) yields improved sales forecasting and can be used to suggest appropriate follow-up actions

Using Customer Relationship Management Software to Your Advantage

Using integrated CRM software allows your business to promote the visibility of key customer information and increase collaboration. By doing so you’re better able to prospect new customers, market to existing accounts, resolve service issues, and improve customer satisfaction.

When it comes to customer relationship management, it’s not a question of “if” it will be done. All businesses store contact information and manage customer relationships in one manner or another. The question is really whether or not your business will use an integrated CRM software tool to promote consistency and help improve customer satisfaction.

Many times, businesses have a tremendous amount of customer data, but it is locked away in different areas and not easy to access. For instance, individual employees may keep customer contact lists in Outlook files, accounts receivable will hold information in a master customer list, marketing will generate their own records, and sales staff will work off of self-produced call lists. The end-result is inefficient contact efforts and an inability to ensure consistency in customer interaction.

Maximize the Returns on Your Customer Relationships with CRM Software

CRM gives you the ability to track buying patterns, which can help you spot any potential problems with your customer relationships before it’s too late. It’s so much more cost effective to retain your current customers, especially when you take into account all the additional marketing costs it takes to establish new relationships. CRM applications also allow your sales staff to easily up-sell or cross-sell your products, which can increase your revenue totals and help your business to succeed.

Increase Efficiency by Integrating Your Customer Information

You can also improve your business performance by pulling information from finance, sales, marketing, and customer service into a central database. Having all your customer data in one place allows you to enhance your sales forecasting, maintain long-term customers, and strengthen your financial control.

Popular CRM Software Products

Looking for great CRM software options? Below you can check out a list of the products most commonly considered by others searching for CRM software. The list on this page is based on many years of real software matches. But everyone’s needs are different. Browse for fits with your specific requirements or let us help you identify your top options.

Which software is right for you? Get quick and accurate recommendations.

What if you could simply tell someone about your software needs and they’d find your best choices? Look no further. We’ll listen to your needs and find your top software matches. That’s it. There’s no pressure, no cost.

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter
  • OnContact CRM by WorkWise

    OnContact is an innovative, hosted and/or on-premise customer relationship management solution. OnContact has provided a salesforce automation system to satisfied customers for many years so you can be confident you are working with a reliable and...

  • Zoho CRM by Zoho Corporation

    Most software solutions allow you to track your customers contact information but Zoho CRM allows you to take the customer tracking to a new level. Here are a few reasons to use Zoho CRM: Pay as you go - Pay monthly or annually. No long term...

  • Sage CRM by Sage

    Over 12,000 small and medium-sized organizations in 70 countries use Sage CRM every day to manage critical sales, marketing and customer service activities, helping them to find new customers, close sales faster, and build lasting, profitable...

  • NetSuite CRM+ by NetSuite

    NetSuite CRM+ is the only Web-based CRM system that: Provides a true 360 degree view of all customer data and customer interactions, including complete visibility into all financial transactions and website interactions without any...

  • Infor CRM by Infor

    Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every...

  • Act! Premium by Swiftpage

    Act! Premium is designed for workgroups and teams of over 10 people who need additional scale, security and collaboration through centrally administered databases. With all the same features and value of Act! Pro, this offering drives productivity...

  • myFiO CRM by Group FiO

    Easy to use. Highly Functional. Completely customer centric. myFiO CRM is a complete customer relationship management application which is specifically tailored for the SMB. Organizations need to acquire, manage and serve their customers while...

  • SugarCRM by SugarCRM

    SugarCRM makes CRM simple. As the world's fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than seven million times and currently serve over 850,000 end users in 80 countries. Over 7,000...

  • InfoFlo by Carmel Vision

    InfoFlo CRM is a simple to use and complete office management solution ##Features Contact Management Built-in Email Manager Document Management Project Management Task Management Telephone / PBX Management Time &...

  • Maximizer CRM by Maximizer Software

    For over 10 years, Maximizer Enterprise™ has remained the chosen CRM software solution for small to mid-sized businesses. Proven, award-winning and flexible enough to meet the needs of companies in any industry, Maximizer Enterprise CRM helps...

  • Acumatica Customer Management Suite (CRM) by Acumatica

    The Acumatica Customer Management Suite is a cloud-based customer relationship management (CRM) solution that can be accessed from anywhere using a web browser. Businesses use it to improve sales and marketing efficiency by managing leads,...

  • SAP Cloud for Customer (C4C) by SAP

    Aligning your organization around the customer is now more important than ever. Your Marketing, Sales and Customer Service teams are the front line to the customer. They need to harness your end-to-end enterprise, along with deep customer insight...

  • Marketing Cloud from SalesForce by SalesForce

    Social Listening Listen at social scale. Tap into real-time conversations from more than 400 million social sources. Use social insights to make better business decisions in marketing, sales and service. Identify advocates and keep a finger...

  • SYSPRO CRM by SYSPRO

    The comprehensive SYSPRO Customer Relationship Management (CRM) solution lets users track and manage all customer and supplier touch points. Customer correspondence, status, vendor relationships, marketing campaigns, service issues, product returns,...

  • zed Customer Portal by zedSuite

    Connecting Customers with SAP Business One In today's competitive market, you must deliver a superior customer experience through every interaction each customer has with your business. Make every contact your customer has with your business a...

  • ProsperWorks CRM by ProsperWorks

    The only CRM built for Google, used by Google and recommended by Google. You use G Suite so you can have one system for everything related to your business. ProsperWorks is the CRM for G Suite, so it seamlessly integrates with Google Sheets,...

  • AdaptCRM by ADAPT Software Applications

    ADAPT CRM Solutions is the core product, an integrated customer relationship management software designed to let companies focus their entire enterprise on their customers with minimal time and effort. ADAPTcrm Enterprise uses Microsoft SQL Server...

  • Results CRM by AbacusNext

    Powerful. Flexible. Easy to Use. Results CRM provides your sales team a way to manage contacts, to-do lists, quotes and sales opportunities. Streamline workflow and ensure every detail is preserved. Provide more visibility into your QuickBooks...

  • Method CRM Pro by Alocet

    Real-time QuickBooks Sync using Method Push™ Method uses its patent-pending sync technology to mirror your QuickBooks data onto the web. Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales...

  • WebSalesForce by AppFinity Software

    AppFinity WebSalesForce Web Ordering System offers the flexibility to your sales people to place sales orders and quotes for their own customers directly into your Sales Order module over the Internet. With the WebSalesForce, your sales people do...

  • BPA CRM by BPA Solutions

    Welcome to the new CRM generation. Our SharePoint CRM solution is the most technologically advanced CRM solution for SharePoint with over 30 configurable commercial grade web parts – not just a simple site template. We deliver a CRM solution...

  • Customer Service Management by Cogsdale

    Using Cogsdale’s Account screen allows customer service representatives to view everything about the customer in one place. CSR’s can also: Drill down to more detailed information Schedule service orders Create payment schedules View...

  • Goldmine Premium Edition by FrontRange Solutions

    Build Enduring Relationships with GoldMine Your business depends on building close, long-lasting relationships. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. That’s...

  • Sales Management ES by Intuit

    Sales Management ES gives your sales staff the ability to capture, organize, and report on critical customer information. The system gives you complete visibility allowing you to see which prospects are ready to buy and which customers need more...

  • SYNC by Commercient

    Take full of advantage of every bit of data you have in SYSPRO and Salesforce. Our hassle free app allows your systems to seamlessly communicate by syncing them with Commercient Sync. We have a simple, fast and easy to use application that allows...

  • eBRIDGE for CRM by e Bridge Software

    The eBridge CRM Integration Solution supports the exchange of important data between a CRM System and the back-office Accounting Application. The eBridge CRM Integration Solution allows for the synchronization of information such as accounts,...

  • Customer Service Collection by EthoTech

    Additional Sales Transaction Entry Fields For customer service and data entry personnel, Additional Sales Transaction Entry Fields provides the ability to display additional Inventory fields for each line item on the Sales Transaction Entry...

  • jLAN Mobile by jLAN Technologies

    jLAN Mobile is a complete sales force automation solution for companies using Microsoft Dynamics. jLAN Mobile software provides mobile workers with the ability to conduct sales transactions, manage inventory, plan customer visit schedules and take...

  • Dynamics 365 Enterprise Edition by Microsoft

    Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Dynamics 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including...

  • Zoho Online by Zoho Corporation

    Zoho provides businesses with simple to use yet sophisticated online applications that will help improve your business management, grow your sales and increase your bottom line profits. All Zoho applications are accessible where ever you have an...

  • Skulocity by Skulocity

    Skulocity is a fully integrated application suite that brings together top-tier enterpise modules to help you manage your business more effectively. Today, Skulocity supports ecommerce, Customer Relationship Management, Wireless Warehouse...

  • Sales Cloud from SalesForce by SalesForce

    Your sales success toolkit The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals...

  • Inform ERP by DDI System

    Inform ERP by DDI System is a highly configurable distribution management solution, distinctively combining daily operations, CRM, eCommerce, mobility, and advanced reporting in one system. Build stronger relationships with your most important...

  • zed Sales User by zedSuite

    Regardless of where new opportunities arise, your Sales team needs to have real-time access to accurate customer data to close new deals and service existing customers. Providing your Sales team with access to the right information where and when...

  • xTuple by xTuple

    Use xTuple on-the-go, anytime, anywhere. xTuple’s multi-client approach empowers customers to leverage today's — and tomorrow's — technology, especially employee preferences to BYOD (bring your own device). Users may access xTuple via our...

  • Act! Pro by Swiftpage

    Act! Pro is Designed for individuals and teams of up to 10 people. Manage anything and everything related to your contacts and calendar. Create a holistic view of all relationship interactions at a company automatically, and benefit from an...

  • True ERP by True ERP

    TrueERP is a software solution that goes beyond accounting. It is a true ERP solution designed to integrate the information from all your key business functions from inventory control, purchasing and manufacturing through to sales and fulfillment...

  • Apptivo by Apptivo Inc.

    Grow your business with Apptivo CRM, Invoicing, Projects, Timesheets and more. Easy, affordable and integrated. Financials Receivables Credit Notes Estimates Investor Leads Sales Receipts Investors Invoices...

  • TRAVERSE by Open Systems

    TRAVERSE is an ERP system from Open Systems, Inc. offering financial, operations, and sales functionality. Traverse provides comprehensive integration for key business processes, while offering the ability to scale from 5 to 500 users....

  • Infusionsoft by Infusionsoft

    Sales and marketing software for small business Infusionsoft combines everything your business needs—contact management, CRM, marketing automation and e-commerce—into a single online system. It’s the easiest way to get organized, grow sales...

  • R4 Enterprise by Royal 4 Systems

    As a Total Solution, R4 financials complete your operation. R4 back office financials delivers a multi-entity, multi-currency and multi-lingual enterprise resource planning system. This system fully integrates AR, AP, GL, and other financial...

  • Focus CRM by Focus Softnet, LLC

    Focus CRM gives you a snapshot view of your customer, giving you information on demand and the insight your sales teams need to maximize every customer interaction. It provides a central platform enabling you to analyze, plan, develop and deploy...

  • WinMan by TTW

    WinMan provides a complete and integrated manufacturing management system for small to mid-sized manufacturers. WinMan is one of the first full function ERP products developed 100% on the Microsoft .NET platform. Coupled with Microsoft's SQL...

  • fySales Lite + CRM by For Your Information Technologies, Inc.

    fySales Lite + CRM is a customer oriented point of sale application with inventory management. General System Features System Dashboard - organizational analytics at a glance Full Customer Demographics (Name, Address, contact info,...

  • ECi M1 by ECi Software Solutions

    ECi M1™ is an enterprise resource planning (ERP) solution, providing total integration and automation of jobs from quoting through invoicing. M1 is a business system designed for small-to-medium manufacturers including job shops, custom,...

  • OfficePax by eTouchware

    OfficePax is an all-in-one collaboration and business management suite designed for small to mid-sized businesses, which has among other things: Shared Calendars, Contacts and Email, Shared Time Sheets, Invoicing and Billing, CRM, Instant Messaging,...

  • Bizowie ERP by Bizowie

    Bizowie ERP is a full-featured cloud ERP (Enterprise Resource Planning) platform that combines a powerful, feature-rich set of business applications with a beautiful, friendly user interface and nearly infinite customization. We believe that ERP...

  • CLS ‑ TaskMaster by Financial MicroSystems

    CLS - Taskmaster is a windows based professional due-date tracking program. With this program you will never miss an important deadline again. With TaskMaster you will receive a list of upcoming appointments, calls, and tasks for the day, week or...

  • Sage Intacct by Intacct

    Intacct is a web-based, SaaS accounting and financial management software system designed for use by small and mid-size organizations. Key benefits of Intacct include: Automation of manual processes enabling faster delivery of accurate...

  • CRM by Advanced Computer Team

    ACT software professionals can help you evaluate your business requirements, recommend and install packaged software, provide outsourcing, CRM solutions, software design solutions, develop custom software, and if necessary, provide software...

Your CRM Software Recommendations

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