The Best CRM Software

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Ascendix Search Screenshot

Ascendix Search

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(4)
Ascendix Search app powers Salesforce search and makes it simple. Search for records using multiple search criteria, related objects, new search operators, NOT IN, AND, OR conditions, maps, and charts. Mass update, follow, export to Excel, and more! The app will let you perform multi-criteria, multi-object searches by simply entering required values and selecting search operators. Add multiple notes, schedule calls, events and send mass emails.; Export records from Salesforce to Excel.; Search
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Starting Price
$15/user/month
Client OS
Web
Deployment
Cloud Hosted
LeadSquared Screenshot

LeadSquared

LeadSquared is a SaaS platform that provides end-to-end sales and marketing automation solutions. With it you can manage all your products, teams, and processes on one platform and never miss out on an opportunity. It helps businesses manage their pipelines, attribute their ROI accurately and increase their conversions. @youtube With LeadSquared CRM, you can: Reduce lead leakage to zero with landing pages, connectors, APIs, and more.; Understand intent with 360-degree user profile, behaviour,
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Starting Price
$15/user/month
Client OS
Windows, macOS, iOS, Android
Deployment
Cloud Hosted
infoodle Screenshot

infoodle

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infoodle is a cloud-based CRM and donor management system for charities, churches and community groups with finance, event and document management add-ons. infoodle is fully integrated with Xero cloud accounting; enabling you to: Track and report on all donations, payments and other transactions; Issue statements and receipts; and Receive one-off and recurring online donations and payments. infoodle is a comprehensive and customizable system allowing you to add and tailor fields and profiles to
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Starting Price
$25/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
FastFund Nonprofit Fundraising Screenshot

FastFund Nonprofit Fundraising

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(1)
FastFund Nonprofit Fundraising is an online fundraising tool from Araize that helps track constituents and record their relationship with you (donors, members, alumni, clients, vendors, employees, and more). The software handles campaign management, records donations, manages pledges, and prints donor receipts. Constituent Management; User-Defined Codes; Campaign Management; Membership Management; Alumni Management; Volunteer Management; Moves Management; Cash, Pledge, In-Kind Gift Processing;
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Starting Price
$17/month
Client OS
Web
Deployment
Cloud Hosted
Allegiance Fundraising CRM Screenshot
Fundraising CRM from Allegiance helps improve donor retention and increase net revenue through nurturing relationships, managing donor and prospect data, and identify opportunities through actionable donor insight. The software provides mobile web-based reporting, web pledge and surveys, and sustainer management tools to aid your mission. Mobile web-based reporting; Web pledge and surveys; Sustainers; Reporting; Pledge and payment processing; Online and interactive tools; On-air drives;
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Starting Price
$99/user/month
Client OS
Web
Deployment
Cloud Hosted
Bamboo Screenshot

Bamboo

Bamboo Sales brings it all together for your sales team, including client management, menu access and updates. Sales also enables in-platform communication, emailing or texting with buyers, clients, and resellers, all of it supported by live inventory and live selling capabilities. @vimeo Customer, client, and buyer management all in one place; A built-in communication tool so team members, sales managers, and clients can keep it all in one place; Daily, weekly, or monthly sales and promotional
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud Hosted
NeonCRM Screenshot

NeonCRM

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(3)
NeonCRM is a robust customer relationship management (CRM) software built for nonprofits. The software aims to help your organization raise more money and grow at a faster pace than ever before. NeonCRM helps manage fundraising campaigns from start to finish, and provides the tools you need to engage donors, accept donations online, and receipt donors. This nonprofit CRM software that streamlines and automates time-consuming manual efforts, so you can focus on what matters most — your
Price Range
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Starting Price
$99/month
Client OS
Web
Deployment
Cloud Hosted
CogniSaaS Screenshot

CogniSaaS

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(3)
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility and accountability. Use CogniSaaS to manage hundreds of customers without confusion. This software is ideal for: Enterprise SaaS organizations; Customer
Client OS
Web
Deployment
Cloud Hosted
Monday.com Screenshot

Monday.com

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(5)
Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can create dashboards to gain insights into your company and track progress of work in process. Views available include: Calendar View; Chart View; Files View; Kanban View; Map View; and Timeline View. Templates; Customizations; Team sharing; Team collaboration; and Project
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Starting Price
$8/user/month
Client OS
Web
Deployment
Cloud Hosted
Striven Screenshot

Striven

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(9)
Striven is a cloud-based ERP software that enhances productivity and collaboration by integrating various business management tools into one platform, including accounting, CRM, project management, HR, and inventory management.
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Starting Price
$35/user/month
Client OS
Web
Deployment
Cloud Hosted
Engage AMS Screenshot

Engage AMS

Engage AMS is software for running small to medium-sized, member-based organizations. This SaaS platform includes functionality from website content editing to membership applications, dues, to event registrations as well as back-end reporting on all of the above. In addition, the included high-touch service and support helps ensure administrative success. Engage AMS is a solid, inexpensive SaaS out-of-the-box. Unlike others, it can be customized to meet specific needs. The fully response web
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Starting Price
$2,999/year
Client OS
Web
Deployment
Cloud or On-Premises
Copper CRM Screenshot
Copper (formerly ProsperWorks CRM ) is a productivity CRM software designed for companies that love G Suite and use solutions such as GMail, Google Calendar, and Google Sheets. No manual data entry is required in Copper as all the information can be imported directly from the G Suite line of products. All of your decision makers in the company can be brought together and focus on leads and closing deals. Productivity: Sales automation; Insights: Sales Intelligence, analytics, and reporting;
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Starting Price
$19/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
JobNimbus Screenshot

JobNimbus

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(9)
JobNimbus is a cloud-based customer relationship management (CRM) and project management software. Mobile apps for Android and iOS mobile devices including iPhones and iPads are available to make it easy to check appointments, upload job site photos, and create estimates anywhere. @youtube Lead Tracking; Task Management; Document Management; Customizable Workflows; Estimating; Invoicing; Scheduling; Time Tracking; Email Integration; and Automations. JobNimbus offers multiple pricing plans to fit
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Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Nonprofit Cloud from SalesForce Screenshot

Nonprofit Cloud from SalesForce

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(3)
Nonprofit Cloud from SalesForce provides an all-in-one platform for your program management, fundraising, and marketing and engagement. Nonpofit Cloud provides the Nonprofit Success Pack (NPSP) that helps your organization get started with Salesforce CRM. NPSP will give you the tools needed for fundraising, programs, reporting, and more. Nonprofit Cloud lets you develop and deepen your relationships with your base. It’s the only tool for nonprofits backed by the power of Salesforce CRM.
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Starting Price
$9/month
Deployment
Cloud Hosted
SapphireOne Screenshot

SapphireOne

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(2)
SapphireOne is an on-premise software suite for Mac and Windows operating systems. The suite includes ERP, CRM, DMS, and business accounting. An optional web pack is also available, giving users access to the software from any device with an Internet connection. SapphireOne can cater to businesses of nearly any size. The software makes it easy to manage multi-company businesses within one system. Multiple currencies are also supported for businesses working internationally. Video Overview ;
Client OS
Windows, macOS
Deployment
On-Premises
EngageBay Screenshot

EngageBay

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(15)
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales & service automation platform with a free CRM, built to grow small businesses and startups. EngageBay’s Email Marketing platform helps you grow your business with intelligent, powerful email marketing. The Marketing Automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and Sales Automation, you can organize all your email contacts, track deals and the sales
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Starting Price
$9/user/month
Client OS
Web
Deployment
Cloud Hosted
Kapture CRM Screenshot

Kapture CRM

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★★★★★
(1)
The Kapture product is a CRM Software. Which helps businesses get closer to their customers, through par excellent customer service capabilities and empowered helpdesk agents. Unlike other CRM solutions, Kapture is backed by smart protocols which comprehend customer queries better to provide a decent and satisfactory resolution. @youtube To start with, Kapture has recently unveiled a new User Interface, designed to create delightful CX since UI can also add to a business’s overall productivity.
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Starting Price
$35/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Bigin Screenshot

Bigin

★★★★★
★★★★★
(4)
Bigin by Zoho CRM is a pipeline-centric CRM built and priced for small businesses. Bys using this software, small businesses can now manage their customer relationships more easily than ever. Whether you’re ready to move beyond spreadsheets or simply replace legacy sales tools, Zoho is here to help you get started. Engage prospects; Manage pipelines; Close more deals; Data management and security; and Fully mobile. @youtube Built-in telephony : Contact your prospects and customers from within
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Starting Price
$7/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Zonka Feedback Screenshot

Zonka Feedback

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★★★★★
(2)
Customer Feedback and Employee Feedback Survey App. Create and customize stunning surveys and feedback forms and take feedback on multiple channels - Kiosks, iPads, Android Tablets, Smartphones, Emails, SMS, Website, QR Code and more. Get real-time reports, insightful analytics, instant feedback alerts and take action to close the feedback loop. Creating Surveys; Multilingual Surveys; Collecting Feedback; Closing Feedback Loop; Reporting & Analytics; NPS Dashboard & Reporting; Alerts &
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Starting Price
$29/month
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
Network Leads Screenshot

Network Leads

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(1)
Network Leads is an all-in-one business management solution for moving companies. Movers can now organize their whole business in one spot—The whole process from receiving a lead, providing the estimate, booking the job and scheduling the dispatch of the job is a breeze with Network Leads. Staying in touch with clients has never been so easy especially with the built in email center and text messaging capabilities. Network Leads software combines: CRM; Lead management; Sales tools; and Office
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Starting Price
$199/month
Client OS
Web
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free the best CRM software recommendations that meet your exact requirements.

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Buyer’s Guide

What is 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.

Benefits of 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

Features of 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.