Top CRM Software – September 2019 Reviews

Rankings as of July 12, 2024

Customer Relationship Management Software (CRM) by its name is a software solution that can be used by various businesses who require lead tracking capabilities, lead generation capabilities, improvement of sales funnel, post-sales tracking, after-sales tracking, etc that would help businesses increase their efficiency.

CRM solutions are meant to hit the bull’s eye, it means no promising leads can slip through the cracks as far as an effective CRM is being used. It helps to gain solid customer insights- pre-sales and post-sales as well. Businesses from all over the world are benefitting from the insights gained by it.

With the rise in popularity and demand, a myriad of CRM software provider companies has come into existence at a global level. You have a lot of options to choose from. The problem here is which CRM company’s software to choose and how to spot a reliable and efficient CRM software.

To ease out this worry, we have taken an initiative to study and evaluate hundreds of CRM companies. After a deep qualitative and quantitative analysis, we have curated the best CRM software solutions of the industry.

All the solutions listed below cut through our research ranking review analytical methodology. You can go through the list below, inquire about their CRM software and get the most suitable software installed for your business operations.

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Best Customer relationship management softwares

Total Records: 10
To help you with selecting your ideal company, here is a tabular format of our curated list of best CRM Software companies. Choose your decision wisely in terms of selecting a CRM company.
Rank Company Location Employees Score Website
1 HubSpot CRM - - 99.4% Visit Website
2 ZOHO CRM - - 99.1% Visit Website
3 FreshSales - - 98.5% Visit Website
4 amoCRM - - 98.2% Visit Website
5 NiceJob - - 97.9% Visit Website
6 Manage Engine SupportCenter Plus - - 97.7% Visit Website
7 Sales Mate - - 97.3% Visit Website
8 Accelo - - 96.5% Visit Website
9 - - 96% Visit Website
10 bpm’online CRM - - 95.8% Visit Website
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What is CRM?

CRM stands for Customer Relationship Management and also refers to any technique or tool used to attain an effective management style of your customers. Using behavioral pattern study and recording preferences and latest purchases of your customer, CRM technology will create a database of its own to suggest ways to have a smooth relationship with existing customers and also provide suggestions on acquiring more customers. This database that provides you with personal details and purchase trends to determine potential customers also gives you an edge n your own area of competition.
The working of CRM requires a CRM strategy. With all the data flowing in with the details of potential customers, a clear strategy should be established on how the data will be dealt with once it is acquired through the system. With a proper strategy, CRM will be able to transform the levels of client servicing, customer satisfaction and customer retention with much better success rates.

Different Types of CRM

Before jumping head first to implement CRM in your firm, it is important that you understand that there are different types of CRM which are designed to meet the demands of different sections of the corporate world.

Operational CRM: The operational CRM deals with the automation of marketing, sales, and service using customer details to provide lifetime service for the creation and retention of customer loyalty. Its main purpose is to generate leads using the collected details to attain new customers. The sales automation side of the operational CRM focuses on dealing with the existing and the potential customer and thereby setting a standard within the firm.
Marketing automation enables the operational CRM to identify the firm’s target audience and helps in building up a marketing strategy to attract this audience to the designated product. The service automation part of the operational CRM focuses on studying customer behavior to offer the best service. This helps the company to construct a strong relationship with its customers and also easily identify customer problems.

Analytical CRM: The analytical CRM gives the main management personnel insight into the current status of the company, regarding its sales, servicing etc by collecting data and analyzing it. This analytical behavior of CRM helps the management in formulating important decisions easily and helps the marketing executives analyze the reception of their marketing campaign and make changes accordingly.

Collaborative CRM: The collaborative CRM, which is also known as the strategic CRM, allows the collected data to be made available in the different sections of your firm. This allows the firm to create a better strategy as each data received from a different section can be helpful to the other section, like data from the service section can be useful to the marketing section in creating a more effective marketing campaign. The collaborative CRM brings all these data together and makes it available to all the sections so that the data is utilized as much as it could be.

Why do you need CRM in your firm?

Here are some of the major reasons why CRM is important to your firm and how it will contribute to the success of your firm.

Customer retention: The current corporate scenario views customer retention as a crisis as it is an important factor in maintaining the brand of a particular firm. CRM provides your firm with the opportunity to retain customers using the data provided by its intelligent software and well-established network. With accurate data of the likes and dislikes of your customer, the marketing and the sales personnel in your firm will have the knowledge on how to handle a customer while interacting with him or her.

Maintaining loyalty: Loyal customers are a key to maintaining the particular brand of your firm, be it whatever the product is. With the data analysis on the behavioral trend of a particular customer, the marketing team will be able to develop marketing strategies to lure a customer back into the service of the company. They will be able to create a bond with the customer, which will lead to a good rapport with the company and the customer. The customer will get the feeling that he/she is important to the firm and gets a different treatment on arrival for the next purchase.

Forming decisions: Forming decision regarding the marketing, sales and the service techniques are really hard without any data to depend on. CRM brings the exact data to depend on these circumstances. It presents the data of how each decision which was already made before has affected the marketing or sales section of the firm. With these accurate stats, your firm will be able to devise a better strategy to lure in more profit by identifying what the problem was or by modifying their strategy using the received strategy.

What to consider in hiring an agency?

Creating the suitable CRM software and an efficient strategy for your firm will be needing the input of a branded and experienced agency to avoid any kind of blunders that may happen in case of the wrong choice. So here are a few factors to consider while hiring an agency so that you will be able to make the right decision by finding a suitable agency for your firm easily.

Proper training: The successful implementation of the CRM software will need the proper training of all the employees involved in the usage of the software. The concerned individuals would have to go through brief periods of orientation on the software to utilize it completely. So while hiring an agency, make sure that this training is provided to all the concerned employees by the agency themselves.

Experience; coding wise: In the world of intricate coding and programming, the experience is something not to be taken for granted. While you go searching for a suitable agency to develop the CRM software your company needs, make sure you look for the most experienced in the field as the development of a CRM software takes a lot of coding talent and an inexperienced agency can be prone to mistakes.

Workflow automation: The interoperability presented by a well developed CRM software is something that should be embraced. The facility which provides your firm to share the collected data between different sections of the company, complementing the working of other sections of the company must be the part of the developed CRM software by your agency. So when you pick an agency, be sure to demand a collaborative CRM and also ask for prior work samples to value their work experience and product quality.

The company strategy: As discussed in the introduction, it is important that your firm should have a clear strategy before implementing a CRM software as it’s useless without a strategy. So it is important to have this strategy in mind while discussing the facilities provided by the desired software. With the developed strategy, you will be able to find out kind of CRM software is needed for your firm and decide accordingly with the agency to go ahead with.

On-premise and cloud CRM: These are the two kinds of storage forms available to store the developed CRM software and its databases. The on-premise CRM is the secure option of the two options, this also means that the servers of the software will belong to the company and so will the responsibility of its maintenance and smooth running will then be on the company itself.

In the other option, cloud storage will provide the firm with full access any time no matter where the agency’s servers are. But the security of the databases is not guaranteed in this option but the maintenance and the smooth running of the server is now the responsibility of the agency. So before deciding on an agency, you should be able to decide which type of storage your company needs and demand accordingly from the agency you selected.

What's new in CRM?

The different versions of readymade CRM software available to purchase have been receiving interesting new updates from the start of this year itself. Here are some of the new updates that have arrived in town making CRM better than ever.

Updated tech: The Dynamic 365 with its latest version offers mail engagement with CRM. This enables the user or the controlling the firm to manage mails of customers and also have direct access to mail database on the customer while simultaneously browsing to the other data collected on a customer.

Another important update that can be found this year is the relationship assistant. The newly added assistant guides a user through the whole analysis and data handling by suggesting what to follow up and what to observe over the weeks. This addition of an assistant makes the using of the software easier for a new user and it will help in de-familiarizing any employee from the newly installed software.

New arrivals: With innovations in store, CRM is already creating a lot of speculations through its new applications and varied facilities that have been added to augment the technology in every way. The software company named Pegasystem has announced its introduction of AI and robotics to CRM to form a hybrid as a part of its belief to empower customer engagement at world’s leading enterprises. This hybrid technology offers efficient optimization of their sales and customer service effectiveness with desktop analysis and machine learning.
A company named Intelligent systems has developed a software with a dynamic facility which makes the software an industry-specific one. The major advantages of this new version is the generation of contacts directly from the system, automatic issuing of rental receipts (in the real-estate field) and also importing electronic invoices from service providers.

Upcoming updates: As coding is a vast expanse and as the digital footprint is on a steady increase all around the world, CRM has some exciting upcoming updates that can make marketing and sales easier for your firm.
A company named Pegasystems is now developing automated chatbots and support desks. They believe in the “intelligization” of the existing chatbots to make them ready to produce responses based on the database collected by the software on the particular customer the bot is in conversation with.
Another exciting updation coming up in the field of CRM is a combination of CRM and IoT (Internet of Things). This combination of the two technologies will be able to create specific personalized automated responses built upon basic forms of a conversation. The interactive behavior IoT will make the conversation lively and sound real to the customer which will easily create good customer rapport.
Automatic user identification using the facial features of a customer is another exciting update to wait for in the coming months of 2018. This technology creates a lot of new marketing techniques using the facial features of a person to sell to them what suits them through online portals and digital marketing.

And automated personalization of client servicing offers a better client servicing in the corporate world. The automated client servicing experience will be customized according to the recorded data of a particular client, starting from the basic color of the font used to communicate with the client to the extent of what kinds of offers should be made available to the customer.

Software updates like DocuSign integration which allows the user to securely sign a private or confidential document digitally with guaranteed security and updates which prioritize leads generated based on the data collected and programming which will realize the degree of potential is higher than another lead and pitch the high potential lead first, are some of the exciting updates to appear on the coding platform of CRM.

Upcoming Trends in CRM

Other than all the upcoming tech updates and the new arrivals in the technology, CRM also has some well-speculated trends that are supposed to pop their heads up in the upcoming months of this year. Here are some of the upcoming trends in CRM

Data mining: Data mining is favored to gain prominence in the upcoming months. This act of extracting information through statistical, mathematical, AI and machine learning to gain knowledge from large databases is the best remedy against mounds of data which lie around in the technological environment of a company.

Social CRM: The CRM which works on the social platforms of interaction to gain knowledge about potential customers is known as Social CRM. Correctly applied social CRM can help to engage customers in collaborative conversations which will benefit the company. Using social CRM, companies will be able to create more effective strategies through better attention to customer, engagement, and advocacy.

Customer servicing: The technology which gets its name from the relationship between a customer and his/her firm or company, is set to be at the top of trending technologies throughout this year. With the rising need for better customer servicing and retention, CRM will sell itself at higher rates than ever. And the factors that ensure this will be a fast response to any query, value addition to the consumer and easy accessibility.
With the entry of a lot of competitors in the market, CRM will now be available at affordable rates and will see constant updates, which will make it a more user-friendly and analytical to attract buyers. And the major selling point of the technology will be based on how easy it is to use.

Cloud storage: With the rising edge computing that runs the contemporary race against cloud computing, CRM systems are said to stick with cloud computing for better performance and convenience. Compared to other cloud-based technologies which are now transforming into edge computing systems, CRM handles a lot more data and involves a lot more individuals who may also need access to the software through their smartphones making cloud computing the better option.

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