Best customer relationship management software in 2019
How can CRM software help your business
Customer relationship management (CRM) software can help you manage and grow your small business by streamlining your sales pipelines, keeping customer data organized and searchable, and providing you with insightful analytics. Today, there are more CRM options available for SMB than ever before, so whether you’re looking for a robust CRM software solution, a simple one designed for very small businesses or a free version to fit your budget, there’s a CRM software choice for you. Our CRM software reviews can help you find the right product for your business.
Three Major Benefits of using CRM Software
The five major benefits of a CRM system are:
Contact data organization.
CRM helps you organize information about all your contacts. This allows your team to keep track of who a customer has spoken to and what they discussed. In sales, this information gets your team on the same page to run your sales process smoothly.
Sales reporting.
Track quota attainment and metrics such as emails sent and calls made, meetings booked, and deals closed to understand what your team is doing well and what to improve.
Accurate sales forecasting.
Don’t rely on complicated Excel formulas or back-of-the-napkin math. A good CRM system generates an accurate sales funnel for you, making it easier to forecast sales and manage your team’s pipeline.
Customer segmentation.
Segment your contacts by properties such as location, deal size, or close date, to find the warmest leads to focus on.
Scaling a sales process.
A repeatable sales process is key to testing new sales motions and strategies. The data you keep in a CRM system will help you spot effective and ineffective patterns in sales behaviors. This knowledge will help you grow your business effectively.
What should your SMB look for in a CRM software?
- Low budget.
- Easy to learn.
- Customizable.
- Integrates well with other tools.
- Customer Support.
Let’s get started with the most used and reviewed CRM apps.
1. Dynamics CRM
The Microsoft Dynamics suite of cloud-based applications covers both customer relationship management (CRM) and enterprise resource planning (ERP), with the stated goal of breaking down any silos between the two types of business software to better streamline a company’s processes.
If your team is steeped in Microsoft applications or needs to seamlessly bridge CRM and ERP, Microsoft Dynamics is a great CRM choice. It’s worth noting that the Dynamics user interface has been criticized by some users for a lack of intuitive design and structure: The Save button, placed on the bottom right-hand corner, can be tough to find, while the system overall can load slowly at times. In addition, the range of third-party integration is limited, though Microsoft applications including Outlook, Lync, SharePoint, OneNote, Word can all be seamlessly integrated.
ERP applications are designed to aid specific industries, including retail and finance, as well as to attract the best talent to your company through streamlined outreach and onboarding. This review largely discusses the features, support, and pricing for the CRM applications below, while touching on the ERP services when relevant.
The Dynamics 365 Plan gives users access to all Microsoft Dynamics CRM and ERP applications through a single package, starting at $210/user/month.
Two cheaper and less comprehensive plans are available that offer solely the CRM or ERP tools: The Customer Engagement Plan is the CRM option, for $115/user/month, The Unified Operations Plan includes the ERP options for $190/user/month.
CRM applications can be purchased individually: The Sales, Customer Service, Project Service Automation, and Field Service applications each separately cost $95/user/month.
2. Zoho CRM
Zoho’s suite of apps includes everything from word processing and spreadsheet apps to a hosted email service and accounting apps. There’s also Zoho CRM in the mix, an app that’s reasonably priced while providing many of the features you’d expect from an advanced CRM.
You can capture leads from forms on your site or Facebook page, automate your workflow to bring those leads through your sales funnel, and use the Pulse and Forecasting tools to know what’s most promising. You can then use its integration with Zoho to mail merge documents from your contacts, email them and start video conferences from the app, and more. Plus, you can extend it with custom modules to make it the CRM that works just like you want.
Price: $12/user/month; up to 3 users for free
3. Pipedrive
Pipedrive is the current leader of our CRM software category and the winner of our Expert’s Choice Award for 2017. In extensive tests of all popular solutions on the market our review team found Pipedrive to be the best performing CRM and sales pipeline management system for sole vendors and developing businesses, and the robust feature suite offered by the vendor definitely confirms it.
Built by salespeople and hardcore web app developers, Pipedrive organizes your business leads in a way that will give you an excellent overview of your sales, and allow you to focus on the deals that you want to prioritize. Setting up an account takes only a minute, and other vital operations that used to be difficult and time-consuming are also very straightforward and fast.
The app is friendly enough for most sales teams to love it at first sight, and this has a lot to do with the system being fully mobile optimized. You can also easily integrate it with Google Calendar, Google Contacts, and other Google apps and many popular third-party business systems.
But what is it that makes Pipedrive so convenient?
The critical catch of this system is direct sales. With this software, you will certainly get a solution capable of efficiently managing your company’s sales pipeline. The downright intuitiveness of the system helps you distinguish hot leads and priority deals, and develop an individual approach for each of them without wasting too much time. Negotiating a deal, or maintaining lead relationships, in general, is a fully flexible process, and you can quickly customize it to promote your brand or adjust the conditions you no longer agree with. In fact, Pipedrive allows you to switch on/off entire modules, and guarantees there will be no side effect on the quality of your service.
On top of it all, Pipedrive is a universally applicable system where you can tweak all of your workflows, regardless of how complicated they may be. Pipedrive is available in 13 languages to serve almost all geographies and works with a wide range of currencies including leading and minor ones. As we already mentioned, its open API configuration ensures it can blend seamlessly with every software landscape, and be applied in harmony with all business systems, including Dropbox, Zapier, MailChimp, RightSignature, Zoho CRM, and many more.
Finally, the vendor offers a flexible pricing plan which ensures all companies should be able to find a package suitable for their budget. You can also check the Pipedrive free trial to see how the software works before making a purchase decision (no credit card is required to sign up).
4. Deltek Vision
Deltek offers a wide range of solutions for project management. For our purposes, we’ll focus this review on Deltek Vision.
Deltek Vision is a cloud-based solution designed specifically to help professional service companies manage the entire lifecycle of their complex projects.
There are a number of benefits to Deltek Vision, such as:
- Improved business performance
- Streamlined workflows
- Helps companies obtain new sales or business
Deltek Vision also benefits many different job roles. For instance, IT won’t need to worry about maintaining data on the company’s servers or maintaining software, as Deltek Vision is in the cloud. And executives will benefit from Deltek Vision since it’ll help them determine if their staffing resources are sufficient for any given project.
Finally, Deltek Vision helps sales and marketing form new relationships with prospects, create proposals and close sales.
Deltek Vision is integrated with a company’s existing system via its Web Services application program interface (API). It also integrates with Microsoft Outlook.
Deltek Vision is composed of different integrated modules. We look briefly at each module in our Features section below.
5. Streak
The software has a simple proposition that makes it unique: turn your Gmail into CRM. Where most of us rely on emails as our direct communication line to customers and prospects, Streak’s approach makes sense.
The CRM plugin focuses on your inbox, specifically Gmail, and groups email threads based on your workflows. It ups the ante of email labeling; emails aren’t just tagged, they’re grouped together in stages across a pipeline. The software is designed to be compatible with the processes in sales, deal flow, product development, support, fundraising, hiring, and real estate.
Because it is limited to Gmail, Streak is ideal for freelance and small business. However, larger organizations that rely on Google’s email client will find the plugin useful. In fact, Streak is used by top tech companies like Uber, Weebly, Twitter, and Yelp.
With Streak, it’s easy to track views, send bulk emails, schedule emails and create separate but related email threads for different teams like sales, support, product, and HR.
Best of all, Streak has a freemium ideal for personal use or freelance. It’s a nice way to get yourself used to implement CRM for more sales.
6. Bitrix24
Bitrix24 does a good job offering basic customer relationship management(CRM) and lead management capabilities to small and midsized businesses (SMBs) or even startups. But Bitrix24, which is free for up to 12 users and priced at $99 per month for unlimited users, also throws in some surprising software automation features, file sharing, and even solid email marketing integration, too.
With its dizzying array of functions, Bitrix24 CRM has the ability to centralize all communications and collaboration for an organization of any size. Our main concern with this service is that its massive array of functions can be overwhelming. An option to add and remove features would be a big improvement since you can add and remove features with Editors’ Choices Apptivo CRM, Salesforce Sales Cloud Lightning Professional, and Zoho CRM.
The newest feature additions to contact management and lead management in Bitrix24 CRM are web-based, lead-capture forms. To create a web form, you can edit an existing CRM form by using the new web form designer, to which you can add fields such as leads, deals, contacts, company, quote, or invoice to the drag-and-drop designer. You can then name the form, give it a background color and text color, and you’ve built the simple form. The forms are then accessible and editable from the Bitrix24 CRM Activity stream.
7. Agile CRM
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution.
Trusted by thousands of small to medium businesses across multiple industries, Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few.
Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface.
With Agile CRM, SMB’s can now:
– Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor
– Convert website visitors directly to leads in the CRM
– Nurture, track and score leads automatically based on web or email activity
– Enable multi-channel communication with the ability to call or email or tweet to a contact from the same page
– Monitor customer behavior and get real-time alerts for customer activity
– Manage helpdesk tickets with all of the customer histories in one place
– Have a detailed record of all of the customer’s details and communication history in one page, sorted chronologically
– See customer data from various other business apps on one page using extensive integrations.
8. SAP CRM
SAP CRM is a customer relationship and engagement platform built to greatly enhance your engagement capabilities and enable you to provide smooth and personalized customer experiences at every opportunity and across multiple channels.
With SAP CRM, you can choose to have the software deployed on the cloud or on-premise based on the implementation your business requires. Both options extend their functionality to smartphones and tablets.
SAP CRM brings to the table a set of advanced capabilities on top of core sales force automation that offer far beyond what traditional CRM features can provide. With SAP CRM, you are able to uncover insights that will give your sales teams the edge they need to sell smarter and improve their performance. SAP CRM makes it easy for businesses to simplify their sales processes with better customer engagement, accurate forecasting, and real-time pipeline management.
For your business to grow, you need to market your products and services. SAP CRM helps you target the right people based on their needs and wants. The good news is that you get all your data in real time, giving you everything you need to provide your customers and potential clients with contextual, personalized and relevant omnichannel experiences.
Whenever your customers come to shop at your digital stores, SAP CRM gives you the ability to supply them with a unique digital shopping experience through the channels they prefer – mobile, social, and e-commerce. Armed with high value and very actionable insights, you are able to customize their experiences based on actual data. SAP CRM also helps you manage your whole inventory in real time while still keeping costs on other areas of your operations minimal.
9. amoCRM
AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing, email integration and sales analytics. It supports custom field creation and unique tags that allows users to organize deals and contacts. The mobile app is available for download on iOS and Android devices.
AmoCRM delivers full visibility of the sales pipeline and can be broken out based on the lead count, revenue, sales rep or tags. Existing customers can be uploaded from contact databases such as Outlook and Gmail. Follow up tasks keep users up-to-date on meetings, calls, and emails, and are attached to the lead or contact cards.
Integrations include Facebook, MailChimp, Zendesk, Dropbox, and Xero. AmoCRM allows users to integrate with more applications using API. Pricing is per user per month. Support is available via email and phone.
So how much does amoCRM cost and what are the different pricing plans available? There are three pricing packages which are:
Basic plan for $15/user/month
Advanced plan for $25/user/month
Enterprise plan for $45/user/month.
10. Scoro
Scoro an end-to-end work management solution which allows you to control your entire workflow from one place. Features include project and task management, resource planning, quoting and billing, enterprise-level reporting and a real-time dashboard. Get an instant visual overview of everyone’s workload, realistic deadlines, potential over-bookings & available slots. Say no to time sheets! Everyone’s calendar events and completed tasks are automatically added to their work reports.
PROJECT MANAGEMENT
– Manage everything about a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
– Create budgets and allocate billable and non-billable work.
– Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market etc).
CRM & QUOTING
– Get a complete overview of a client or supplier on one page from the first hello to the final invoice. This includes contact details, linked files, communication history, projects linked plus all quotes, orders, and invoices.
– Get a visual pipeline view. Drag and drop deals as they move from one stage to another.
BILLING AUTOMATION
– Issue sales, prepayment, and credit invoices and send these as PDF-files.
– Automate late invoice reminders, scheduled and recurring invoices.
REPORTING & DASHBOARD
– Keep an eye on your KPIs and actionable items
– all on one beautiful dashboard.
– Get advanced and customized reports on work, time, tasks, finances etc.
Scoro has 3 plans:
- Plus USD 22 (User/Month)
- Premium USD 33 (User/Month),Ultimate
- USD 55 (User/Month)
11. Salesflare
If you’re looking for a simple, visual-inspired design, and user-friendly B2B CRM software that guarantees leads, Salesflare is worth a look. This standalone software features a user interface that visually reflects the natural flow of the sales pipeline. Salesflare aims to simplify your business process and improve interaction with customers by bringing all your communication into a single place.
Equipped with smart features such as extensive customization options, auto-goal setting and reporting, and a set of marketing, customer service, as well as unique software solutions, the developers wanted to make sure that this platform lives up its name.
Built with salespeople in mind, Salesflare promises to offer exclusive features including simple data migration – making it easy to use, or migrate to a different system in the coming days.
Why Salesflare?
It’s an Intelligent CRM that is not only easy to use and easy to setup but also easy to keep up to date. What sets Salesflare apart is that it offers valuable intelligence: it provides you with an automatic to-do list of customers to follow up, shows you who your colleagues know at a certain company and how well, gives you alerts when customers are hot, and more.
Pricing
Trial: 14 days
Starts from: $35.00 per month
12. PlanPlus CRM
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance, and finance sectors manage both time and customers.
The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management, and website integration. PlanPlus Online utilizes Franklin Planner’s core personal productivity tools such as calendar, contacts, notes and task sheets to manage a company’s sales, marketing, customer support, and project management.
PlanPlus Online helps in leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messaging, sales representatives can spend more time gathering new businesses and less time updating redundant information.
Pricing
Essentials – $14/user per month or $12/user per month (billed annually)
Professional – $39/user per month or $29/user per month (billed annually)
Business – $59/user per month or $49/user per month (billed annually)
13. Capsule
Capsule CRM landed relatively late to the CRM scene, launching only a few years ago. Its parent company, Zestia LLC, was founded in 2008, and Capsule CRM is one of their newer releases. But sometimes the newcomer has the most innovative ideas. This seems to be the case for this UK-based tech company.
More than a Contact Manager system, Capsule offers an iPad-ish interface over feature-rich functionality with integrated task reminders, calendar features, and sales pipeline tracking. Social media feeds are also updated when viewing each contact’s profile.
While the larger and more established companies have their market share for a reason, there is something to be said for the small business which caters to small business. The modern entrepreneur needs software that won’t break the bank and won’t require a training course to master. Capsule CRM hasn’t lost sight of the little guy.
Capsule has adopted the increasingly-prevalent API architecture, enabling other companies to create programs that plug into Capsule, expanding the scope of what the software can do. The website has a major section highlighting this compatibility, showcasing a suite of plugins and well-known third-party apps that integrate easily with Capsule. This is a big item to check off of the Worry List for a busy business owner considering trying out new software. As stated on the website, Capsule believes “…the simplest solutions are the most elegant.”
Capsule has its sights set on becoming powerful enough for the big dogs, and it may very well get there. But for now it seems to excel in the small-business game. Check out the full review for more details.
Capsule CRM has two payment plans, Free Plan and $12 per month per user
14. Hubspot
Hubspot CRM is a simple and free solution that allows sales teams to use their existing workflow without much changes to get started quickly. It is an ideal system both for new users as well as experienced companies that want to maximize the potential of their existing CRM systems.
Our review team closely analyzed HubSpot CRM’s features and after rigorous tests we found it to be the best CRM system for business out of all popular solutions we tried out based on factors such as its main features, quality of customer support and available software integrations. The application is available for free so there is no risk in trying it out to see how it performs.
Why should you opt for Hubspot CRM? The obvious answer is it is a free application. Second, it is linked to multiple places where most sales processes occur such as phone calls, emails, website, social media, and others. Finally, the system easily integrates into your process and you don’t have to make any changes. Your team can learn to use the app quickly and effectively, and focus on selling and other important tasks.
What benefits can your business accrue by using HubSpot CRM? To start, this app can help you easily create attractive contact and company profiles. Plus, it tidily organizes all the details from your customers’ communication with you. It also effectively assigns and tracks your deals, manages the performance of your agents, and provides a single, detailed dashboard where all employees can keep track of the organization’s activities. If you already use HubSpot Sales, you can also utilize HubSpot CRM for more effective inbound sales.
Finally, HubSpot CRM is one of the best-integrated CRM platforms on the market and no other free CRM solution offers this high level of integration. Some of the popular business systems it integrates with are Shopify, Zapier, Salesforce, and Microsoft Dynamics as well as many other tools.
15. Salesforce CRM
Web apps with APIs that let them integrate with other apps are such a common thing today that there’s over 350 that work with Zapier. And yet, in 2000 when Salesforce first launched, the very idea of having an app in your browser was revolutionary. Salesforce was one of the very first web apps with an API, and it’s that legacy that keeps it one of the most popular CRM today.
Salesforce is actually a platform: there’s the Salesforce1 Platform, an online database you can use to build your own apps or use the Salesforce CRM and Support apps that are built from it. The CRM still holds similarities to the original Salesforce, complete with perhaps the most dated interface on this list. Its database backend, though, makes it more customizable than most. It also includes some of the best reporting and prediction, along with customizable workflows, automation, and team-specific dashboards.
Your data’s what matters. Once you have that, you can show it in infinitely different ways that make sense for each task you need to do. With Salesforce, that’s not only possible—it’s built-in.
Price: $65/user/month
16. PipelineDeals
PipelineDeals presents users with a CRM option that does the following and more:
Create and effectively manage stronger customer relations.
Monitor all team activities with just a glance.
Easily organize resources and manpower and then provide them with tasks that fit their qualifications and skills to accomplish more goals in less time.
Optimized for both iOS and Android devices. Go mobile!
Import and assign all your leads to the right personnel with speed and ease.
Explore your data and reveal options and opportunities with just a few clicks.
Create custom reports that are based on the information that you require.
Get regular pipeline updates via your inbox.
PipelineDeals is the first sales productivity platform to combine sales engagement and CRM in one simple application.
With Customer Relation Management (CRM) at its core with a Sales Productivity Platform built-in, PipelineDeals enables salespeople to be more productive and close more business.
With PipelineDeals, users can easily gain access to profiles that contain all of the activities, people, documents, and events related to a single deal. With 225 custom data fields, the platform can be easily tailored to meet a company’s specific needs. With the ability to send trackable emails, users of PipelineDeals know when someone opens a message, downloads an attachment, or clicks a link. This allows for immediate and meaningful follow-up.
Sales Acceleration
Email Acceleration Directly In Your CRM – Email, and track email opens, clicks, and downloads. Get the insight you need to know when to follow up and accelerate your sales cycle.
Know what to do and when to do it – PipelineDeals automates your sales process by letting your salespeople know what they should do next based on your unique sales process. Automatically add new tasks when deals advance through your sales pipeline.
Email & App Integrations
Two-Way Integration with Google For Work & Outlook – Sync your calendar, contacts, and email with PipelineDeals. Manage your contacts in PipelineDeals or in your email client, and keep everything updated wherever you search.
Flexible App Integrations – Connect PipelineDeals to your favorite apps using its integrations marketplace, or develop custom integrations using its API. PipelineDeals offers integrations with MailChimp, Google For Work, Outlook, Excel, Google Sheets, Zapier and more.
Deal Management & Lead Management
Improve transparency with your deals – Deal management in PipelineDeals eliminates redundancy, confusion, and delays by organizing your team’s collective knowledge and providing a framework for collaborative sales.
Efficiently manage your leads – Nurture your contacts more proactively and qualify leads faster with PipelineDeals. Activity tracking and email notifications give you the full picture on your calls, email, meetings and more. Know what the next best action is with your leads.
Sales Goals
Set and Track Sales Goals – PipelineDeals offers a simple mechanism in the app for creating and monitoring sales goals. Focus your team around achieving key benchmarks for your business.
Develop Custom Dashboards and Update in Realtime – Many businesses need to have the flexibility to easily export data and develop custom dashboards. PipelineDeals integrates with Microsoft Excel and Google Sheets so that you can develop custom dashboards and update on-demand from the cloud.
Pricing
Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)
Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)
Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)
17. FreshSales
Freshsales is the fourth product released by Freshdesk and is a state-of-the-art CRM software that is best suited for businesses that want to handle customer queries swiftly. It’s known for its ease of use and its rich features. It has different product packages which make it a perfect fit for businesses of all sizes.
One of the best features offered by Freshsales is the rich leads management tool. This intuitive lead management feature that allows you to eliminate the junk and focus on the leads that matter. Depending on the engagement, leads can be grouped and then assigned to specific people present in your team. This allows you to contact leads with specific calls-to-action in mind.
With easy deal closing with Freshsales, you can reshape and revitalize your sales pipeline into a revenue-generating machine. You can visualize your sales pipeline, organize, scrutinize, prioritize and eventually close deals a lot faster. You can create reports depending on the age of deals and can view the status of a deal just with a simple click.
Reporting & Integrations
Freshsales offers users in-depth reporting and seamless integrations. All default sales reports are constructed to fit the needs of most businesses by displaying crucial information like leads by stage, lead count for a specified period, revenue analytics filtered by source, sales representative, territory, etc. All reports are fully customizable, which allows any user to access the required information easily, directly through the reports dashboard.
Also, Freshsales seamlessly integrates with most commonly used tools that are important for any business including all other Freshdesk products, Google Calendar, Segment, MailChimp, HubSpot Marketing tool, QuickBooks, Google apps for work and Zapier. In case you can’t find the required apps you’d like to integrate Freshsales with, you can always contact the vendor and ask for assistance.
Pricing
Blossom
This plan is $12 per user/month if you choose to be billed annually. The blossom package is suitable for small teams. Month to month billing is $19 per user/month. With the blossom package, you can send 250 bulk emails per user per day, have all contact management and integrations features along with Android and iOS applications.
Garden
This plan costs $25/user per month for annual billing. This package is ideal for teams that expect to grow in the near future. If you prefer monthly payments, it will cost you $35 per user every month. You get all the blossom features along with lead assignment and territories and advanced CRM customization.
Estate
The Estate plan is $49/user per month for annual billing. This package offers the best value for large teams. For monthly billing: $65 per user. It has all the garden features along with reports dashboard, smart forms, and event tracking as well as automatic profile enrichment
Forest
The Forest plan is $79/user per month. The forest package is a viable investment for large enterprises. Annual commitment only. In the forest package, all the estate features are present along with EUC data center and IP whitelisting.
18. Apptivo
Price: A free Starter plan is free for 3 users. Premium plans start at $8 (£6.30) per user per month. A 30-day free trial is available.
Apptivo is a comprehensive CRM which provides an easy way to manage your contacts, schedules, notes, communications, tasks and more. That’s not all: even the free account gets project management tools, invoicing, estimates, basic purchase order tracking, field service management, and a helpdesk, although it only supports a maximum of three users.
The $8 (£6) Premium account offers much more storage (3GB per user, up from 500MB for the free account), and plenty of valuable extras: bulk email, e-commerce integration, standalone business apps, and Google Drive, Calendar, Tasks, PayPal and Dropbox integration. Crank it up to the Ultimate plan for $20 (£16) for even more data and campaign emails, as well as priority support.
This kind of power comes with a little complexity, especially if you’re new to this type of package. It doesn’t take long to master the basics, though, and the system is so configurable that you’ll soon have it set up to suit your requirements.
19. Google Contacts
The last app you’d imagine could be on this roundup, Google Contacts is of course just an address book that’s built into Gmail. And yet, it’s more than an address book. You can add just about any possible contact info to your contacts, and Google will automatically update contacts with their Google+ information, as well. Then, you can also keep plain-text notes on contact pages. That’s a great way to track, say, info that you’d otherwise add to a contact’s page in a CRM.
Then, there’s an extra trick in the top right of the Google Contacts page. Tap More, and you can see a list of all your recent correspondence with that contact. Select an email, either there or in your inbox or anywhere else, and you’ll see your contact’s info on the right side like with many CRM add-ons.
It’s not marketed as a CRM, but put these features to use first and you’ll have a part of the power of a CRM for free without even having to try a new app.
Price: Free; included with Google Apps for Work, starting at $5/user/month.
20. Nutshell
Nutshell is a cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, reporting and more to outbound sales teams.
Nutshell is designed to be implemented in a single day and offers a range of integrations with various business tools like Google Apps, MailChimp, Olark and Zendesk. The application offers contact management and sales force automation applications with a range of email tracking, task management, note taking, pipeline management, forecasting and reporting modules, in addition to basic customer service capabilities such as ticket management.
Nutshell also offers native iPhone and Android applications with real-time synchronization across all devices, allowing sales reps to create, search and edit contact information while in the field. Reps can also use these apps to log activities and meetings using audio or video recordings.
Nutshell offers unlimited online storage and a static price model, as well as a live support staff.
Nutshell has three subscription options. When billed monthly, the Starter Plan costs $22 per user, the Pro Plan costs $39 per user, and the Pro Plus Plan has customized pricing. The main difference between the plans is the access to advanced features such as activity and funnel reports, automated lead assignment, post-sale lead management, and more.
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