Commonly used to manage a business-customer relationship, CRM (Customer Relation Management) software are designed to help a company manage different processes, such as custom data, sale automation, lead tracking, customer support, and vendor/partner relationships support.
But because not all CRM software is created equal, you need to choose the most suitable for your company needs and processes.
Below is a list of the top 10 CRM software based on the following features:
- Custom Reports
- Dedicated Document Library
- Multi-Currency Support
- Workflow Automation
- Role-Based User Access
- Email Provider Integration
- Email Tracking
- Smart Sales Email Inbox
- Capture Leads from Websites
- Available API
- 24-Hour Support
- Phone Support for Tax Topics
- User Forums
Coming from a company with a broad portfolio of software, Zoho CRM ticks all the features listed above, making it the perfect choice. This is especially true for small to medium-sized businesses because the software is built for them. The downsides? Lots of customization at the outset is required, limited functionality on mobile, and limited customer support.
This application has everything except the smart sales email inbox that may come with customizable templates and sync features. It does live up to its promise of making business processes more efficient through its huge feature set. Because of this, however, getting it up to speed takes time and the trial period is relatively short.
Salesforce Sales Cloud Lightning Professional
Among the features above, this particular CRM lacks the smart sales email inbox and 24-hour support. If one or both matter to your company, you might need to use something else. But with plenty of advanced features and a smooth workflow process, you might be willing to overlook what it lacks.
Even without user forums, smart sales inbox, and integration capability with other services, Apptivo CRM remains a good choice. It has customizable solutions, a great mobile app, and affordable.
From all the features in a good CRM, this particular software does not have custom reports, 24-hour support, and user forums. Think it’s a deal breaker for you?
With apps and a website that are easy to use, you would overlook the lack of 24-hour support, smart sales email inbox, and phone support for tax topics. Unless you need these features, that is.
Even without 24-hour support, phone support for tax topics, and smart sales email inbox, Pipedrive CRM remains a great choice because of its simple and intuitive interface. Collecting leads is also made easier with its customized web forms.
SugarCRM Sugar Professional
This CRM lacks the same features as Insightly CRM but it comes with plenty of third-party integrations and highly customizable. This is why the 7-day free trial is such a bummer.
There are 4 features missing from this CRM – available API, 24-hour support, user forums, and smart sales email inbox. But it is available in a free plan. If you don’t mind the limited third-party software integration, free is good.
Less Annoying CRM
Not only does this CRM lacks the same features as SugarCRM, it also doesn’t support a dedicated document library and multi-currency support. But here’s the thing, it is perfect for cost-conscious companies looking for easy-to-use CRMs.
Built with features that really matter, you should examine each software carefully and identify the best choice for your business. If you set your heart on a CRM that lacks email features, look into using different Gmail add-ons instead.