Best CRM Software of 2024

The sales management is much more complicated than it might seem. Even though it might seem like closed deals are of the utmost importance, working in sales and marketing teams also means you collect information about clients and aim at maintaining the relationships you build with customers.

Your sales cycle expands way past the moment of sale and requires profound data management. You only have to collect all the useful customer information and keep track of all customer interactions as a part of general project management.

So, if you want to manage customer relationships efficiently and enhance customer engagement, you will require marketing and service tools. The best CRM software can be your main tool in achieving all your business goals.

What Is Customer Relationship Management (CRM) Software?

Customer relationship management software is a platform to help you manage customer relationships and customer communications. Based on the type of platform, you will receive different core features, like advanced analytics, customizable sales pipelines, and team communication tools. If you want to choose the best CRM software for your business, make sure it includes all the tools to resolve your specific issues.

Even though there are other ways you can perform the same functions, the right CRM software makes everything much easier and more accessible for marketing and sales teams. There is no need to come up with the perfect structure or use various campaign management tools and document databases to store the information - everything can be kept in the same place using the CRM platform.

All emails, files, and vital customer data can be easily accessed, which simplifies managing relationships and sales processes. The best part - CRM software works for all companies.

Both bigger and smaller businesses can benefit from using a CRM system. As every team member can access customer information, it can be used to improve statistics and customer satisfaction. At the same time, smaller enterprises can get done much more using a common CRM system with the lowest expenditures possible.

Why Use Sales CRM to manage Customer Data?

Several benefits can be seen in the use of the best online CRM software:

• Contact storage. With CRM systems, you can easily organize your customers' contacts as well as other important information to keep everything at hand and have communications going smoothly;

• Sales tracking. It includes much more than just tracking deals. You can also store important details such as calls, emails, meetings schedules, and others;

• Customer segmentation: CRM platforms allow for lead scoring based on the collected customer data to create personalized social media and email marketing campaigns;

• Predicting sales. Data analysis can give you a great forecast. With CRM systems, there is no need to use charts and formulas as sales forecasting can be done with marketing automation features;

• Detecting flaws. Sales strategies might not always be successful, but you can easily detect the flaws by looking through the CRM data;

• Inter-team transparency. It is extremely easy to find out which customers have already been reached out to and avoid repetition and unnecessary work from your team members.

CRM systems are used to help businesses manage interactions with already existing customers as well as with those who can potentially become ones. All activities connected to lead management, communication, sales, contracts, and other features can be stored here and used respectively.

Basic Features of a Sales CRM Solutions

There are also several essential features that you should look out for when searching for the right CRM software to improve your sales team workflow:

• Customizable interface. Every business is special, so the CRM software you use should be customizable depending on the needs of your particular team or project;

• Simplicity. This trait can be vital for implementing a tool into the work process. A modern tool with easy-to-understand features and an appealing yet simple intuitive user interface has much more chance of being used by marketing, sales, and support teams than those developed decades ago;

• Integrations. This feature is so important because every business already has some kind of storage, be it a simple chart or a well-developed software. But if you are looking for a new CRM platform, you might also be interested in the possibility of transferring the data you already have into a new workspace. The fastest way to achieve this is through integrating the software you already used with the newer tool;

• Pricing. It is important to choose the best CRM software option price-wise. In the case of big corporations and enterprises, this might not be the issue, but smaller businesses will be interested in software that offers the most considerable potential and advanced features with the lowest expenses possible.

Our List of Top CRM Solutions

If you believe you need CRM services, the main issue you are going to face is having too many options on the market. Every platform has its unique key feature to help you improve the sales process. Choosing the one to work with is extremely important, so we selected some of the best CRM software options.

Bitrix24 - The Best CRM Software for Small Businesses

If you are looking for both CRM software and a communication and management platform, Bitrix24 is the perfect choice for you. Everything you might need and even more can be found in the same place.

The all-in-one CRM itself consists of several key features. The visualization of the sales process is achieved by using a simple Kanban-style board that allows for improved sales pipeline management, tracking the stages of deal completion, and seeing the people responsible for it. Prices and expenses can be seen in the system as well.

Every deal includes its own card that contains all the details of the process, starting from the very first communication with a customer. Here, you can find messages and emails, call records as well as all the details regarding a particular stage of working with a client. This is very important for creating sales leads and leads scoring. If you want to generate leads effectively; you need to keep customer data and customer interactions throughout the entire sales pipeline.

Sometimes, situations happen when clients initiate communication through various sources, and that can lead to a situation when two identical deals can appear. Bitrix24 CRM system analyzes cases and deals and allows you to merge them. You can also choose settings to go through the deals yourself and solve such issues manually.

If you need to discuss a particular deal, there are several options you can use. First of all, comments on the deal card are available. As for other sides of communication, if your client has a chat on the website where all of the messages will be automatically transferred to Bitrix24 and stored in the same place as well.

Bitrix24 CRM tools also offer the possibility of automating sales processes. In case you need to send emails or show advertisements, you can choose the corresponding settings in the CRM system, and everything will be done for you. It is possible to use templates from the website or create your own, as well as choose different settings for various sections of your clients.

Repeated tasks can be assigned with the use of robust automation features. You can use ready-made scripts and plans to optimize work and make it simpler for your sales reps. Reports and analytics are available as well, which can be used to improve the work of the sales department as well as for detecting flaws and coming up with solutions.

Zoho CRM software

Zoho CRM system is another great tool used by businesses worldwide. In addition to being simple and convenient, it also features a pleasant and minimalistic interface.

Communication with customers gets a lot of attention in the Zoho CRM platform. It is possible to keep in touch with your sales teams using any tools you prefer, from phone calls and emails to social media. Some chats can be used directly on the platform.

Regardless of the communication method, you choose the information about the deal that can be stored here as well. Stages, updates, and expenses discussed with a client can be seen here. Depending on the communication data you have, you can also adjust it by choosing the most effective way to contact a client and establish lead management.

Another valuable tool Zoho mobile CRM tool offers is data analysis. Anytime you want to estimate your company performance, you can use reports and insights offered by Zoho to see how the business is going.

You can check how the general activities are going and how successful the sales were this month or quarter. It is also possible to get predictions for future performance according to your current situation and improve the plan respectively.

Business automation also comes in handy when it comes to sales and marketing. There is no need to invest your time into assigning the same tasks over and over, as the mechanism of Zoho CRM software can easily do it for you.

With Zoho CRM your employees get assignments timely and the work can be distributed evenly so no important details will be forgotten. Sales automation also works for customers as emails and other repeated information can be sent without personal involvement.

Zoho also offers AI called Zia that can gather and analyze data from the CRM system. Apart from finding the information fast, Zia can also predict leads and deals, generate reports, and do other things.

Zoho CRM's free plan is limited to 3 users while the paid plans range from $20/mo per user on the Standard plan to $50/mo per user on the Enterprise plan.

Capsule CRM software

All of the features you might need in a CRM platform enhanced by a simplistic design can be found in Capsule CRM. It allows you to nurture customer relationships, have a full and transparent overview of your current work situation, and become successful at winning deals.

Communication with customers and leads becomes easier with the Capsule CRM contact management system. Customer cards contain all the information you might need about a particular person you are working with, from emails and telephone numbers to specific notes. You can also sort the clients using tags and get easier access to certain categories of customers.

Tracking sales also gets simplified with the help of the Capsule CRM solution. The system of management tools is visual but still contains important details such as deal stages, deal values, and the person responsible for the deal. The drag-and-drop system allows your sales teams to make quick updates on the situation.

It is also possible to get a better insight into the work process with sales reports from Capsule CRM. Chosen activities and data are turned into visual charts that allow you to get a clear overview of the situation and detect issues timely. You can use them to adjust processes and streamline workflows. At the same time, reports can be used to do sales forecasts.

Capsule features the possibility to customize the work environment as well, depending on the needs of your particular team. Even if you are lacking the fields to fill in the client card, you can simply create your own version so that no details are lost.

The pipeline can be customized as well, with a focus on the stages and tasks relevant to your business. Even the interface of Capsule CRM can be customized in accordance with your brand color scheme and logo.

Capsule CRM has a free plan for 2 users. Anything more than that will require a paid plan - Professional or Team. These range from $18 per user per month to $36 per user per month.

Copper CRM software

Copper is a simple yet convenient CRM software that can be integrated with any sales process that includes the G-suite apps. In case you and your sales team use Gmail while working with deals actively, it is especially convenient since you can get CRM data suggestions on new leads and updates on the older ones based on your emails.

This CRM tool is extremely easy to implement into the working process because of its intuitively understandable interface. It is also adaptable and doesn't require a long customization process to meet the needs of your sales teams.

The information about leads and customers can be sorted and filtered in various ways, which allows you to attain the necessary details faster. You can use suggested filters to find what you need or create your own hashtag system for lead scoring.

Having easy access to details on sales processes allows you to build successful communications and relationships, leading to closing the deals. The data is also automatically distributed among workers to provide clients with the necessary attention as fast as possible.

Marketing automation offered by Copper CRM software includes email marketing templates suitable for various stages of working on a deal as well as for different communication situations. You can use them as a greeting you send your new customers or if you have a list of frequently asked questions that have a simple solution. Use the templates or create your own and save them for later.

Insightly CRM software

Insightly is one of the best CRM solutions that allows you to create great relationships with customers and go beyond closing deals. It improves communication with customers by allowing you to learn more about the bonds and links within the company you are working with.

When you know how workers are linked, you have more chances for better communication and achieve success faster because you always know which person to address with certain issues and suggestions.

Again, workflow marketing automation is also offered by Insightly CRM as it is an important part of work management. Repeated tasks can be reassigned without the personal involvement of a manager; timely notifications and alerts won't let the workers forget about upcoming activities and the things they need to do to lead deals to success.

At the same time, email marketing and advertising can also be automated with Insightly. In case you want to send emails to a group of people, you can use templates and select the desired number of recipients just in several clicks. Insightly will also collect data connected to your emails and offer a general overview - even such things as the time emails are opened won't be missed.

Another one of the key features Insightly offers as an online CRM software is the ability to integrate other tools and platforms. If some features you need are lacking in Insightly, or you just want a smooth transition from the software you are already using, it can be solved just by integrating the tools. This way, you can create a comprehensive environment that allows sales managers and your support team to have all necessary features all in the same place.

Freshsales CRM software

Freshsales (Freshworks) CRM software

Freshsales is a convenient system to use for those who are just started transitioning to CRM management software. It has a simple interface that won't cause any trouble even for inexperienced sales workers. And if your team wants a guideline on how to operate CRM software, Freshworks offers tutorials and support.

The software allows to visualize the sales pipeline and generally sort the deals most conveniently. It also breaks down working on a deal into stages, which allows you to see how well the processes are going. This also allows real-time updates that keep all of the workers integrated and informed.

Sales analytics and forecasting are also available in Freshworks. You can have a look at suggested reports or customize them to pay attention to the most important details. The visual overview of the deals and work success will allow you to detect the flaws and optimize the work process responsively. If you want to get reports from the system regularly, it is possible to choose the preferred date or day of the week and set regular control.

Marketing automation of the work process allows for minimizing the involvement in mechanical tasks. You can use email marketing templates or create your own ones that will be sent to customers. It is also possible to automate task settings as repeated tasks can be rescheduled and assigned to particular workers.

Conversations and the whole contact management process can also be tracked through FreshworksCRM. It allows you to make calls, store the recordings you need to get back to as well as get phone activity reports. It also allows redirecting calls in case you have a particular worker responsible for a certain kind of work.

Conclusion

Having a system to optimize the work is very important for both small businesses and large corporations. Tracking and storing information about sales is not an exception. There are plenty of CRM platforms with advanced features like email marketing, sales cycle visualization, marking automation, and so much more.

Make sure you choose the software that can serve your specific business needs. We hope to help you achieve the best results with the best sales CRM software we suggested, as even the simplest tool can be extremely beneficial.