The best CRM software should automate and supercharge the sales process where possible, not create more extra manual work for employees.
It should include multi-channel outreach and automated workflows to support your business scaling (including integrations).
The entire customer relationship management should be included under one umbrella, where you can have an entire overview of each of your customer’s communication, progress, wishes and lifecycle.
We’ve reviewed the top CRM platforms with keeping that in mind.
Our Top Picks for the Best Sales CRM Tools
Best CRM for sales driven SMBs
Small and medium sized businesses whose growth is very sales-driven will benefit most from Pipedrive. The totally customizable sales pipeline and process make it vary adaptable. The deal management in a spreadsheet-like format and email outreach make it a valuable sales-focused CRM.
Best all-in-one multi purpose CRM tool
HubSpot is an award-winning grandfather of CRMs. The best part of the HubSpot ecosystem is that all their products are interconnected. All your business processes, including sales, marketing and customer support can be managed with HubSpot products, which are all seamlessly integrated.
Best CMR for sales coaching businesses
The multi-channel outreach, workflow automation and sales pipeline management make Close one of the top CRM systems for sales-focused businesses. The call coaching functionality makes it perfect for sales coaching businesses. It includes in-call whisper, listen and barge features.
How to Choose the Best CRM Software?
Choosing a CRM software is a critical step in your business. It’s the main tool that you and your team is going to use to support the business growth, customer support and sales.
Since a CRM platform will eventually be deeply rooted with integrations and your business processes will be tied to it, the switching cost can be quite high. That’s why it’s crucial to make the right choice when choosing the best customer relationship management software for your specific needs.
When choosing a CRM solution , answer these questions first:
- How many people will be using it?
- Are you focused on sales, marketing or customer support?
- Would you need multi-channel communication tools, like live chat?
- Which integrations are must-haves and nice-to-haves?
- Are your sales reps going to perform cold email outreach?
- Would your sales reps be needing cold calling features?
- Do you need a mobile app and what would you use it for?
- What kind of reporting needs do you have?
- Do you want to share reports with customers?
- What is your price range?
For all of these questions, consider your needs today and where you’ll be in a year or 3 years from now. Ask your internal teams and gather input as to what’s important to them. Make a list of essential features.
And most importantly, try them out. All of these CRM platforms have either a free plan or a free trial. Below, we’ve carefully researched all of the most popular CRM software and we’ve looked in depth:
If you’re on a tight budget, check out the best free CRM software below.
What are the Best CRM Software for Sales?
Read the full Close review
Close is a simple, yet powerful sales CRM, built by salespeople for salespeople. It’s sophisticated sales pipeline management, multi-channel outreach capabilities and workflow automations make it a sales productivity machine. The call coaching feature make it a perfect tool for sales coaching companies.
Close is best suited for bigger and more structured sales teams, with 20 sales reps who do a lot of calling and cold email outreach. Companies who get the most benefit out of Close.io are typically start-ups who are looking to scale up fast.
Read the full HubSpot review
There is a good reason why HubSpot is titled the best CRM tool for SMBs. If you’re using the HubSpot marketing platform, you can seamlessly import all the lead data, website visits, lead’s social media feed and all the interactions into one central place. This way sales reps can focus on outreach and communication, instead of data entry.
It’s really the best all-in-one sales CRM with an aggregated and organized view on sales, marketing campaigns and customer support. There is a clear benefit of having all the contact and activity data in one application, instead of having to integrate with and pay for several supportive products.
Read the full Pipedrive review
Pipedrive is created by salespeople and has quickly grown into one of the most loved and best CRM software on the market. It’s quite possible the easiest CRM to adopt, but still robust enough for tailoring more advances sales processes.
The clear focus on sales process customization, workflow automation and insightful sales reporting while keeping a clear and intuitive user interface is what makes Pipedrive one of the best sales CRMs.
Read the full Monday CRM review
The main benefits that speak for Monday Sales CRM is flexibility and customizability. The whole interface is utilizing the spreadsheet format allows you to customize your CRM to exactly fit your needs. This allows to tailor the CRM system to fit your processes in any industry, without any coding.
Furthermore, the flexibility of Monday Sales CRM enables you to change your processes without too much hassle as your business scaling up. These rich configuration and flexibility features make it one of the best CRM software out there.
Monday Sales CRM features
Monday Sales CRM pricing
Read the full EngageBay review
EngageBay is a CRM that focuses on multi-channel communication and high-converting landing pages. As opposed to most other CRMs on this article, EngageBay is more oriented towards inbound sales.
There is a lot you can achieve with automations and workflows, especially considering the landing pages can be built natively inside the CRM. This makes it highly effective CRM for capturing leads visiting your website, assigning lead score and triggering automated actions.
The free and affordable pricing plans make EngageBay one of the best CRM software on the market for price sensitive companies.
Read the full Zoho CRM review
Zoho CRM is a powerful, full-fledged CRM platform for larger teams. It includes sales workflow automation, email outreach and detailed sales reporting. It seamlessly integrates with Zoho Campaigns (email marketing), Zoho Books (for book keeping) and Zoho Meeting (for conferencing). It is a clear choice if you’re already using some of Zoho’s products to align your teams.
Zoho CRM is an established player in the CRM field and therefore includes tons of integrations in the Zoho Marketplace for finance, quote management, lead generation and management, marketing automation, SMS messaging, storage, document management and signing, events and more.
Zoho CRM features
Zoho CRM pricing
Read the full Salesmate review
Salesmate, as the name suggests, is a CRM software focused on sales activity. It is an excellent CRM software because of its multi-channel communication features and easy-to-use automated workflow builder. The multi-channel features include built-in inbound and outbound calling, SMS text messaging and email outreach.
Salesmate also shows an overview of you sales pipeline, plus you can build custom reports to really understand your revenue growth and sales outreach efforts.
Read the full Capsule CRM review
Capsule is a simple and intuitive CRM for small businesses with basic needs. It covers the main sales pipeline, customer communication, task and team management features. The best part of Capsule CRM is that there’s a totally free plan. That free plan is actually completely usable, not just a glorified trial.
If the contact and sales volume is still quite low in your company, but high enough that you need a structured and shared central environment to manage all that, then Capsule could be the best choice for you. Especially, considering its cost-effectiveness.
Capsule CRM features
Capsule CRM pricing
Read the full Gist CRM review
Gist is a CRM software that has grown out of a live chat tool. It focuses on customer engagement, either with a chat bot or a live sales rep taking charge over live chat. But it features much more – automated workflow builder, inbox automation, email marketing, event tracking and analytics.
If your company aims to be hyper customer centric, then Gist is the best CRM software for you.
The focus is on customer conversations via chat. Even if a visitor doesn’t enter their email address on your website, you can still engage with them via the live chat tool or chat bot. This focus on engagement really helps in turning leads into customers.
Gist CRM features
Gist CRM pricing
Read the full Streak CRM review
If you’re looking for a solution that is deeply focused on GMail integration, then Streak is probably the best CRM software for you. Its built specifically to fit into your sales workflow on GMail and Google Workspaces.
When opening an email exchange in GMail, it shows all the details about that lead, including their pipeline stage, assigned sales rep, tasks, notes and contact’s recent activity.
It includes all the details about the lead and it’s easy to schedule next actions, all without even leaving the email exchange view. Streak is a simple CRM that is focused on doing one thing well.
Streak CRM features
Streak CRM pricing
Read the full DashClicks review
DashClicks is a white label marketing software and CRM. A true 1-stop shop for marketing services. The CRM feature is built especially for PPC agencies. If you’re running Google Ads or Facebook Ads for several customers, then DashClicks is probably the best CRM software for you.
One of the more unique features is the InstaSites app, which allows you to use a template to build a new website for your customer is a matter of seconds. Super helpful when outreaching new prospects or running specific campaigns.
What are the Best Free CRM Software Platforms?
Your business might be in a pre-revenue stage or just on a tight budget. But you still need a central CRM tool to manage all your contacts, sales, marketing and support activities.
Luckily, a there are a lot of free CRM software platforms available, which really support your business growth. All of these free CRMs have the most basic free plan. Once your volume increases, you still need to upgrade to a paid plan.
Although many limitations apply, these are the best free CRM software that have a forever free plan.
Includes 1 million contacts, unlimited free users, no time limit. Integrations with GMail, G Suite and Outlook are also included. There is no dedicated support, but free users can get general support from their Knowledge Base, Community or HubSpot Academy.
Monday Sales CRM is one of the top CRM tools with a free plan. It includes up to 1000 contacts and 2 team members. Also, embedded forms on website and lead capturing are included.
Includes up to 500 contacts, 1000 branded emails, email marketing with newsletters, autoresponders, live chat, helpdesk, landing page builder, predictive lead scoring, reporting dashboard and much more.
Includes up to 3 users and features like lead and contact management, deal management, tasks, calling, website visitor tracking, workflow rules with email follow-ups, up to 10 email pre-saved email templates and up to 1 GB of file storage.
Includes up to 250 contacts and 50 MB per account. It also includes the GMail and Outlook add-ons. Custom form fields and over 1000 Zapier integrations, along with the API access are also available with the free plan.
Includes features like Gist messenger, automated chat triggers, shared inbox, 1-on-1 meeting planner. The free plan even includes the mobile apps and more.
Key Takeaways for the Best CRM Software
Regardless of which stage your business is in, choosing the CRM is a long-term choice and probably the most important software decision you’ll have to make within your business.
To choose the best CRM software specifically for your needs and goals is a tough task. So, we’ve made it easier for you.
If you’re looking for the best all-round CRM that is really future-proofing,
go with HubSpot.
If you’re looking for the most sales and outreach focused CRM,
go with Close.
If you your CRM to include landing page builder integrated with lead generation,
go with EngageBay.
If your business is really focused on customer conversations and live chat,
go with Gist CRM.
If your sales processes are in GMail and you want to build your CRM around that,
go with Streak.