CRM—it’s practically essential in 2020 to have an automated system to keep track of contacts, leads, tasks, and sales pipeline. It needs to be powerful enough to process all of your company’s data and convert it into new opportunities for growth. As your company grows, so do the options for CRM software.
So we bring you a list of the top 11 CRM software for 2020 to speed up your research. This list is based on social following and user reviews across multiple sites—and the software is listed in no particular order.
Of course, this comprehensive list isn’t the only option for flexible and extensible CRM software. If none of these systems have what you’re looking for, or you’re still looking around, visit our CRM software page or click on the image below to get a short list of recommendations based on your needs.
Table of contents
- Microsoft Dynamics 365
HubSpot is a sales and marketing SaaS vendor that launched HubSpot CRM in 2014. Good for any-sized business, manual tasks are eliminated with easy-to-use features such as automated logging of sales activities and customer deals, customizable sales pipeline, and the ability to store up to 1 million contacts without time limit or expiration date. HubSpot CRM offers email tracking and notifications and integrates with email providers such as Gmail, Outlook, and Windows Office 365. It’s free to use without limitations, and has a few tools from HubSpot’s Sales and Marketing software included in the base package.
Contact records in HubSpot CRM are automatically enriched from its database of over 20 million businesses with just a corporate email address, allowing you to spend more time doing anything but finding prospect information.
Insightly’s cloud-based CRM combines customer relationship and project management software for small to midsized businesses. Their intuitive interface allows users to easily navigate between features such as lead routing, workflow automation, and email tracking. Need to work outside the office? Use the mobile app to scan business cards and update projects in real-time. Insightly CRM is priced on a 3-tiered, per user, per month basis. It does offer a free version, but with a limit of 2 users.
Insightly offers flexible record linking functionality—meaning records such as customer name, email addresses, or phone numbers can be linked to existing contact information. This can help you identify hierarchies and relationships within organizations, such as who reports to who, so you can avoid those awkward misidentification mistakes.
Microsoft Dynamics 365
Dynamics 365 Sales, Microsoft’s core CRM package, is a business solution that supports the sales process from lead acquisition to close of sale. Features include advanced scoring models for lead conversion identification, use of familiar tools such as Excel and Outlook that work with Dynamics 365 Sales, and the ability to see customer interaction data from LinkedIn. There is no free trial for Dynamics 365 Sales, but it operates on a 3 tiered, per user, per month basis
Dynamics 365 Sales offers artificial intelligence (AI) integrations. Through AI insights, you can analyze customer emotion, sentiment, and speaking style, flag deals at risk and provide actionable feedback, and pinpoint emerging customer needs.
Also read: Salesforce Alternatives: Top 5 CRMs
Focused on contact management, Nimble is a social CRM solution for small and midsize businesses that integrates into G Suite and Office 365. Their intuitive dashboard allows you to track priorities, deals, and prospects. Nimble has over 160 SaaS business app integrations and social media connections, so you have the ability to unify your contact data. Keep detailed profiles of prospects based on their social information with Nimble Prospector. You’ll pay one cost per user, per month, with the option of annual billing.
Nimble is a web application, so there’s no need to download the software. That way, it’s accessible on any device, whether you’re in the office or walking your dog.
Vtiger is an easy-to-use and customizable CRM designed for agile teams to boost business revenue and sales performance. Get a detailed portfolio of each client through Vtiger’s contact manager. Collaborate with your sales, support, and marketing teams with the ability to @mention a coworker in a note on a contact. Automate repetitive tasks with if-then rules and create follow-up reminders after sales calls. Integrations include Office 365, G Suite, Zapier, and over 500 more. Pricing is 3-tiered and on a per user, per month basis. Free trials of all tiers are available, which isn’t common among CRM software.
Vtiger has the ability to forecast revenue periods months or years out. The forecasting tool pulls opportunities and makes adjustments based on sale stage and probability of closing. It then lays out a table of your future revenue. Base revenue on different scenarios, and see what the best and worst case would be.
Freshsales by Freshworks is a cloud-based CRM solution that allows businesses of all sizes to attract, manage, close, and nurture leads with both existing and potential customers. Locate deals within each stage of the pipeline, view the chronological activity of leads with a website and in-app activity timeline tracking, and place calls without extra software or hardware costs. Freshsales integrates with apps like Xero, Zapier, and Quickbooks. A limited free plan is available with unlimited users and contacts. Four other paid options are offered, ranging in price and feature availability.
With Freshsales, you can automatically capture website visitors as sales leads and group them based on engagement with your website. Have complete context when reaching out to leads based on their website engagement. Now, your call to action can be tailored to the potential customer.
Built for small businesses, Thryv is an all-in-one management software that helps users manage interactions with clients, payment processing, marketing campaigns, and more. Features include organizing your customer information with custom fields and tags, citing where each lead came from, and automatic data enrichment search for additional details about contacts. MailChimp, Salesforce, and Quickbooks are just a few integrations that work within the software. Thryv provides SMB and enterprise pricing information by quote.
Thryv offers your customers a dedicated support portal to your business where they can log in, send messages, make payments, schedule appointments, and more, so your customers don’t have to wait on your service team to follow up.
Designed for small to midsize businesses, PipelineDeals offers an easy-to-use and highly customizable CRM solution to manage your sales team. Their features are sales-focused and include sales forecasting, automated pipeline management, email marketing tracking, and SuperShare—a feature that lets users view, share, and collaborate on sales pipeline data with external collaborators outside the company. Love spreadsheets? PipelineDeals’s data is organized in a spreadsheet layout, with the ability to integrate with G Suite, Excel, Outlook, and other apps. Pipeline offers a 14-day free trial and three paid plans on a per user, per month basis.
View deal insights at a high level through a graphic visualization of sales data. You’ll be able to determine what contributes to the success or failure of your deals.
If you’ve looked into CRMs in any capacity, you’ve run across Salesforce. Built for businesses of all sizes, though with emphasis on enterprises, Salesforce Sales Cloud helps users accelerate sales, automate tasks, and make informed decisions. Features include the ability to access critical customer data, get quick updates about which stage different opportunities are in, and lead tracking with relevant data. Salesforce integrates with apps such as G Suite, Slack, and Quickbooks. Keep in mind, integrations may come with an additional fee. A 30-day free trial is available. Salesforce pricing is based on a per user, per month basis with 4 pricing tiers.
Salesforce provides a cloud computing store called AppExchange. Here, developers and independent software vendor partners sell apps they’ve built on the Salesforce platform, so you can extend the functionality of Salesforce.
Zoho CRM is a cloud-based application that helps users with customer engagement, pipeline management, team collaboration, marketing automation, AI, and more. Features include sales automation to track leads and fast track deals, marketing automation to organize lead generation campaigns and measure outcomes, and inventory management to monitor goods and services before and after sales. G Suite integrates into Zoho, along with any of the other Zoho apps. Zoho offers a free edition of the software that allows three users. Four other tiered options are available on a per user, per month basis.
Zoho lets you identify and target inactive leads with historical data to realign your customer messaging.
Pipedrive is a visual sales collaboration CRM that helps salespeople focus on the most important opportunities via sales process overviews and pipeline management tools. Create custom chatbots and webforms, automate and track sales interactions with synced emails, calendars, and calls, and manage deals in the pipeline with Kanban boards. Pipedrive integrates with G Suite, DropBox, and Zapier, to name a few. Get a free trial, or choose from 4 pricing options, varying in feature availability on a per user, per month basis.
Pipedrive features a security dashboard that allows users to oversee user access, account activity, and receive guidance on how best to protect business data.
Find the best CRM for your business
As you can see, there’s no shortage of CRM options. The key is choosing which works best for your business specifically. A small business and a large enterprise more than likely have different goals, and subsequently need different features. We want to make sure you spend your money wisely.
None of these fit exactly what you’re looking for? Use our Product Selection Tool to compare CRM options and get a custom recommendation based on your needs.