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What is CRM Software? – A Detailed Guide

ExploreThe Best CRM Software

The world took a drastic turn of events when the COVID-19 pandemic hit. In this case, many businesses followed the subsequent changes that the pandemic has offered. Any company that failed to do so, Armageddon for that was imminent. This (pandemic) has altered the drift into a more streamlined course. However, it has brought a massive gap between customers and businesses on the flip side. As a result, companies failed to keep track of the customers, while some grabbed a handle on streamlined software and relished the perks significantly. Most of that was majorly addressed by the best CRM software, for which this article is all about. Keep Reading!

Besides, CRM software adds significant value to the business while upholding customers’ details in addition to monitoring their moves to your business. However, the best CRM software keeps track of each interaction it makes, so that you can measure business touchpoints quickly.

Moreover, CRM captures every trace of customer engagement from its initial point of interaction to beyond. Although you may wonder about the app development cost of such far-fetched CRM software, it is comparatively the same as that of traditional apps. Plus, this world may need more software to help grow businesses at an exponential rate, as CRM stores and tracks information for companies to analyse novel business strategies. Talk to our experts if you need to dive right into the trend and make your own app, such as a CRM.

What is CRM software?

What is CRM software? And how does it work? Simply put, CRM is an app or software for business use, ensuring a central place for data storage of customers and their interactions. Although there exists many CRM software on the surface of the earth, you need the best CRM software to help your business grow. Keeping track of customers is not an easy hole to fill as many elements linger to be taken care of. But then again, CRM software helps businesses manage relationships with customers, assisting businesses to grow.

At some point, you may realise CRM’s working as an actual assistant – more like a virtual assistant, even though it’s not that, as it works only to your command. more like a remote virtual assistant, even though it’s not that, as it works only with your command. I can’t say I’m wrong here since it has some crucial automated features that work with or without you to align your business to its target/goal. When you have good CRM software in use, then smart software integration is exceedingly possible so that you can share information with other businesses. Further, the best CRM software helps you build customer loyalty and boost sales conversion rates, along with repeating sales and doing all that while sustaining a dynamic storehouse of information relating to customers. When combined with sales engagement software, these capabilities become even more powerful, helping teams drive personalised outreach and close deals faster.

What’s even more exciting about CRM software is that it works for large and mid-sized businesses and helps them experience agility and boost sales. However, many small-scale companies use a spreadsheet to copy CRM software. But let’s face it; spreadsheets are not as close to streamlining business processes as CRM actually can. So above all, a good CRM software is what you need to keep at the centre of your business and let it do all the mathematics for you, along with storing, analyzing, boosting sales, and much more.

Why Use A CRM Platform?

CRM has a paramount role in keeping everything in one place. That is not simple to organise and pushes the work to be more agile. When a touchpoint occurs, one can directly contact potential customers via the data that the best CRM software has pulled together. Additionally, CRM software tools can genuinely help turn the business towards the right path, to the primary goal. Using CRM software can come in very handy for a company that needs growth and streamlined business conduct.

Key Features of CRM software:

  • Easy to use: a user can log in and easily grasp the entire workings, at least the basics.
  • Contact management : the core element of your work is people. CRM goes beyond simple contact manager software, offering a robust platform to store, manage, and leverage customer information for stronger relationships and improved outreach.
  • Customisation complies when you aim to alter the CRM app to your business-specific workings.
  • Reporting: with its effective measurement while having the business goal in mind, reporting data points is what it does smoothly.
  • Automation and integration: Automation and fast integration are its main features. The best CRM software automates multiple repeating processes and yields more employee efficiency. Furthermore, even third-party integration is easy with this sleek software.

Know that the world is more submerged in using agile and state-of-the-art software, which, in turn, ensures a more efficient era of business conduct. That includes software such as CRM (Customer Relationship Management), which can benefit countless businesses and skyrocket them, like a spaceship to Mars. Seemingly, your business needs good CRM software to scale up. Subscriptions are one of the key success drivers for DTC brands.

In this blog, we’ve compiled the top 10+ CRM software to boost and streamline your business. So, let’s get right to them.

Since CRM expansion is classier and more beneficial, perhaps it is the path to follow when considering your company’s intelligent growth.

Also Read: CRM Software for Marketing

List of Best CRM Software to Consider:

Pepper Cloud CRM

Pepper Cloud CRM is one of the best sales CRM software designed specifically for small and medium-sized businesses. It is an all-in-one CRM solution that offers powerful features for managing sales, leads, customer relationships, marketing automation, and business analytics. The software is equipped with advanced AI and task automation capabilities to ensure seamless task execution with minimal manual intervention. It also integrates effortlessly with popular tools like WhatsApp, Facebook, Instagram, MailChimp, Zoom, and more.

Key Features:

  • All-in-one sales CRM
  • Integrated with WhatsApp and Facebook
  • Pre-approved PSG vendor
  • Highly flexible and customizable
  • Fully-integrated CRM system
  • Affordable and easy-to-use CRM
  • No hidden charges
  • 24/7 Local support

Salesmate

Salesmate is a comprehensive cloud-based customer relationship management (CRM) software that combines sales, marketing, and customer experience automation.

With its advanced technology, this highly affordable CRM solution allows organisations to streamline their business processes effectively.

Moreover, it enables businesses to manage their customer relationships effectively, ensuring seamless communication and personalised interactions.

The software centralises customer data, providing a holistic view of each contact, their preferences, and past interactions.

Key Features:

  • Sales automation
  • Google Workspace native integration (2-way sync)
  • Marketing automation
  • Sales pipeline management
  • Contact management
  • Lead scoring
  • Team inbox
  • Text messaging
  • Built-in calling
  • Email sequence and campaigns

CrmOne

CrmOne has set high standards with its extraordinary features. From sourcing leads to providing customer service, it has been a choice for all types of businesses. It is designed in a way that it can be easily integrated with marketing, sales, and customer service into one centralised platform. Automation and AI are powerful in that they can do a majority of the tasks, such as interacting with customers, segmenting the data, creating workflows, and more. Due to its extensive abilities, it is also considered the best HubSpot alternative.

With CrmOne, businesses can optimise their operations, improve customer satisfaction, and drive growth through personalised marketing campaigns and real-time insights.

Key Features:

  • Sales Pipeline Management
  • AI-Driven Workflow Automation
  • Built-in Calling Features
  • Social Media Tracking
  • Custom Reporting Tools

Microsoft Dynamics CRM

Microsoft Dynamics is one of the leading industry-standard CRM software for businesses, adapting and innovating for a hyperconnected business environment. This is one of the best CRM software tools for the entire package a company may need, from troubleshooting benefits to supporting massive data migration. In addition to its benefits, this CRM has backup data recovery features that you might need in hard times. To fully leverage its capabilities, companies can benefit from expert Dynamics CRM implementation, ensuring smooth integration, process automation, and improved customer relationship management.

Key Features:

  • Port and Network Device Monitoring
  • Flexible and Scalable
  • Highly Responsive to Alerts
  • Intelligent Business Application – with AI features.
  • Trusted By Top Enterprises

Bosify

Best Whitelabel chatbot tool for agencies. Botsify is one of the best chatbot builder platforms. It offers agencies a full-fledged white-label chatbot platform, including a custom domain and custom email templates. Agencies can start at just $149/month and sell chatbot services to their customers at their own price.

What’s more interesting? It comes with the ability to build custom landing pages, payment integrations, and even email-sending settings. So you are not just building a business but also a brand.

Botsify offers 6 platforms for publishing your chatbot, including WhatsApp, Messenger, Instagram, Website, Telegram, and SMS.

Key Features:

  • Omnichat dashboard allows you and your team members to attend chats from a single UI. Oh! Did I mention you can chat from the mobile app too?
  • Make & Zapier Integration lets you connect Botsify with 1000+ apps
  • The ability for multiple language translations and OpenAI’s GPT Chatbot integration.

EngageBay

EngageBay is an all-in-one marketing, sales, and customer support software with free CRM. This platform is built from the ground up with affordability in mind, making it ideal for small businesses, startups, and agencies. With EngageBay, you can identify new opportunities, convert visitors, and deliver customer happiness—a single solution for all your business activities. You can even push the boundaries of what EngageBay can do through its extensive array of integrations.

Key Features:

  • Be everywhere with multichannel marketing
  • Automate workflows through full-fledged automation
  • Manage social media accounts using Social Suite
  • Offer excellent customer service via helpdesk and LiveChat
  • Manage your sales funnel through deal pipelines

Monday.com

This CRM system enables you to manage all of the selling operations in a single place – with straightforward mechanisms. Its colorful interface allows you to manage your whole sales process effortlessly. Additionally, it offers one place collaboration for the entire team. One standout feature is that importing all customer data is just a tap away. For accelerating response time, Monday.com is very handy to integrate with other tools to attain that. Possibly, this is the best CRM software out there.

Key Features:

  • Management In One Single Workspace
  • Highly Customizable
  • Automate Repetitive Work
  • Sleek User Interface
  • 24/7 Customer Support

Pipedrive

One of the best CRM software ensures more deals with its high-functioning elements. Pipedrive has its own outstanding set of features in the CRM systems universe. One that can make you stunned allows seamless integration to more than 150 outlying apps. Moreover, you can use an integration platform to integrate WhatsApp with Pipedrive, Facebook with Pipedrive, etc. Furthermore, this helps make your deals in its web forms and chatbots. But how does it make your business even better? Pipedrive forecasts your business performance and enables you to strategise novelty.

Key Features:

  • Leads And Deals Management
  • Track Customers, insights, and Reports
  • Private and Secure
  • Business Performance Transparency
  • Usable on Android and iPhone Devices
  • Easy Data Import and Export

Keep

Another efficient CRM software, Keep, helps businesses grow and manage. For net new leads, Keep is to grab. Too often, this is used to grasp new leads automatically, send emails to clients, and assign tasks to employees – pretty much handy in a corporation. You can even access the Leap from any device – easy to use and available anytime, anywhere. Moreover, it ensures easy connectivity with Outlook and Gmail for reaching further customers and adding incentives. Besides, you can easily collect data to find leads and touchpoints with Keep.

Key Features:

  • Automate Repetitive Tasks
  • Pre-build Reminders
  • Mobile Accessible
  • Highly Customizable
  • Easy Payment Landscape
  • Sleek Dashboard

ClickUp

This CRM software simplifies your business and gets more done than you may think. With the agile planning, tracking, and managing features it has to offer, your business can rise steeply without a stop in terms of sales conversion. ClickUp helps optimise customer relationships with tracking features, data analysis, and email communication. You can get the whole shebang at one location with ClickUp. Moreover, you can manage your accounts in a list and gain customer insights for more growth.

Key Features:

  • Fast-paced Communication
  • Integration of Email
  • Tracking Progress
  • Easy Collaboration Environment
  • 24/7 Real-time Customer Support
  • Instant Import

HubSpot

Speaking of the best CRM software, there is no way to leave behind HubSpot. This application lets the sales team work even without changing their current workflow. In terms of having complete visibility into your business sales, HubSpot is the way to go. HubSpot allows you to send emails in bulk to save more time and reach a wide range of customers. HubSpot has a seamless dashboard to see the entire business report and has 300 external app integrations.

Key Features:

  • Total Visibility
  • Automatic Customer
  • All in One Place
  • Pipeline Management Style
  • Effortless Meeting Arrangements

Less Annoying

I guess handling business is an annoying and distressing job. This is why they named this CRM software Less Annoying. And admittedly, this CRM software stands up to its name. While this CRM enables you to manage your leads, contacts, and many more, so smoothly that even a single business owner can benefit from it. Allowing you to import your spreadsheet contacts into CRM, ensuring the security of your data, and offering a simple lead report is what Less Annoying is all about.

Key Features:

  • For Small Businesses and Individuals
  • Affordable
  • Easy to Use and Manage
  • 30-day Free Trial
  • Effective Customer Management Features

Streak

Another top player from the best CRM software indices is Streak. A widely used CRM system that can help you handle the sales process inside Gmail. And further, it allows you to organise your business coalitions and partnerships. Streak plays its famous role in setting up a more productive environment while effortlessly linking communication channels for two teams. As we know it, this world is more advanced due to this kind of software, playing vital and noticeable roles in growing them in a cutting-edge manner.

Key Features:

  • Effortless Management from Gmail
  • Quick Identification of Bottlenecks
  • Complete Transparent Business View
  • Adding, Editing, and Collaborating via Spreadsheet.
  • Tracking, Mail Merging, Scheduling, Thread Splitter, and much more…

Also Read: Best 12 eCommerce Marketing Tools To Increase Sales

Capsule

We are bound to keep track of people and other businesses for our business growth. This is where Capsule CRM steps in to ensure that. The capsule was developed by one of the eminent software development firms, Zestia. Furthermore, organising customer details is straightforward with Capsule CRM—especially for small ventures. One standout benefit of Capsule CRM is that it visually displays a brief analysis and status of all the sales every time you need it.

Key Features:

  • Build Stronger Customer Relationships
  • Works Seamlessly with Popular apps Out There
  • Segmentize Your Audience
  • Offer More Than 13 Sales Reports
  • Tracking Image Performance

OnePage

This is CRM software for small-scale agencies, virtual staging real estate, IT companies, etc. One feature of this CRM that may interest you is transforming complex sales information into a plain to-do list. The list enables you to monitor your business and even aids you in reaching your business objectives. In addition, OnePage CRM has an intelligent chatbot that answers your queries.

Key Features:

  • Easy Tracking Tips and Guides
  • Manage Contact Easily
  • Visualise Your Business Plan
  • More Concentrated on The Specific Target
  • Instant Free Trial

Smartsheet

Smartsheet is another excellent tool for you to use if you want to monitor your business sales, performance, processes, overall business infrastructure, and external and internal affairs. Smartsheet helps you scale your business with the help of present, past, and future data. Besides, it even allows you to view your business reports in the form of charts and graphs – such a delightful way to analyse your business.

Key Features:

  • Increases Business Efficiencies
  • Target-Based Growth
  • Complete Transparency – instant sales visibility
  • Entirely Supports Sales Team
  • Ensure a Dynamic Workspace

Salesforce

This is a SaaS (Software as a Service) CRM tool that helps handle customer relationships. In the world of competitive sales and market growth prospects, Salesforce favorably helped you and your business grow dramatically while involving other players. This CRM works much faster and increases customer loyalty significantly—that’s what you need for your business, don’t you?

Key Features:

  • Boosts Customer Loyalty, Retention, and Satisfaction
  • Explores New Opportunity
  • Holds Lasting Relationship Goals
  • Monitor and Manage
  • Get More Leads

Agile CRM

All-in-one platform, when it comes to automating sales, marketing, services, etc., although it manages to deal faster than any other CRM. For that, a more compelling and responsive platform is needed. The Agile CRM allows you to manage contacts with ease. What’s even more stirring and thrilling about Agile CRM is that it helps you view contact data from client conversations, notes, calls, and more related to the customers. Thus making your business more intriguing and compelling for potential customers, too.

Key Features:

  • Automated Voicemail
  • Sync Google Calendar for Notification
  • Multiple Contacts, Just A Tab Away
  • Maintain Insights with Advanced Analytics
  • Completely Synchronous

Zendesk Sell

Lastly, Zendesk Sell is another CRM tool to consider for upscaling your business. This CRM ensures a helping hand to improve your business productivity, processes, sales, and much more. This tool is for many business people who want to monitor their business progress and aid in their progress. Additionally, it is undeniably built for salespeople while helping conduct marketing campaigns effortlessly.

Key Features:

  • Email Dispatching, Making Audio Calls, Scheduling Meetings, Watching Sales History – everything, under one hood
  • Absolute Visibility
  • Increase Productivity
  • Decisions Driven by Data
  • Desirable Customer Service

Also Read: Why CRM Integration Matters

Wrap Up

To sum up, as far as the number of CRM (Customer Relationship Management) tools is concerned, they’re endless in number. However, we have pulled together the top ones. Using the best CRM software in our businesses has lasting benefits. Therefore, don’t miss out on streamlining your business and making it grow exponentially. You can do just that, just pick any of the CRM software that we’ve mentioned in this blog, and it will help your business excel, along with high sales conversion rates. Both have proven high returns for the initiators, whether you use one in business or make one for businesses.

The CRM software market is booming and expected to grow even more, to 43.5 billion in size in 2025.

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Madhavi Vadukiya

Content Marketer

Madhavi Vadukiya is a Content Marketer and Editor at MexSEO, where she crafts and curates SEO-focused content that drives engagement and search visibility. With a keen eye for detail and a passion for digital storytelling, she helps brands connect with their audience through compelling, data-driven content strategies.

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