Top CRM Software Tools for US Companies

CRM provides an organization with a central database that allows for easy, secure, and scalable customer interactions.

The CRM tool should have all customers registered with certain fields that identify their uniqueness. This will allow the organization to connect with them whenever necessary.

CRM improves customer relationships and business profits.

There are many CRM types that can be used in a wide range to meet customer needs, such as Operationa lCRM, Analytical CRM, and Collaborative CRM.

key Features of CRM System :

A CRM is essential for contact management, lead management, sales forecasting, instant messaging between employees and email tracking, integration with Outlook and Gmail and file sharing, dashboard-based analytics, and file sharing.

Benefits:

1. It creates a stronger client/customer relationship.

1. It promotes cross-functionality and team- collaboration.

1. CRM is a powerful tool for delivering clients needs efficiently and ensuring staff and user satisfaction.

1. It lowers costs and reduces manual effort.

The Drawbacks of not using a CRM tool:

1. It is very difficult to manage customer contacts without CRM.

1. It is not uncommon to have to fight between different tools.

1. This increases the manual effort to a large extent.

1. Small-scale business owners often lose track of business deals.

1. Accessibility to data is less important and customers are more satisfied.

Monday.com

Monday.com CRM software development services allows you to manage customer interactions and data the way that you like.

All data will be protected. You can use the integrated contact form to capture leads online. You can also insert leads that you have already captured from other forms.

monday.com allows you to import leads from different tools and technologies

Type: Private

Headquarters: Tel Aviv-Yafo, Israel

Initial Release: 2010,

Operating Systems: Windows, Android, Mac, iPhone/iPad.

Type of Deployment: Open and Cloud-based.

Language Support: English

Annual Revenue $120M - $150M

Number Of Employees: Between 201 and 500 employees.

Price: monday.com offers four pricing options. The basic plan costs $17 per month, the standard plan costs $26, the Pro ($39 per monthly), and the Enterprise (get a quote).

These prices are applicable to 2 users and are subject to annual billing. The product comes with a free trial.

Prime Features:

1. Session Management

1. Advanced Account Permissions

1. It will automate 100000 actions per day

1. It also provides an Audit log.

1. HIPAA Compliance

Advanced Features:

1. The CRM software allows you to create and customize your dashboard according to your needs for insights.

1. It will give you a clear overview about sales, processes, and performance.

1. You can automate repetitive tasks.

1. It can be used to set up automatic reminders and due date notifications, as well as assign new tasks to colleagues automatically.

Pros:

1. monday.com offers an all-in-1 solution that is simple to use.

1. You can customize it to suit your sales process.

1. It offers advanced search capabilities.

1. It also offers chart view and private board features, such as time tracking and chart view.

Cons:

1. monday.com does not offer a free plan.

1. It is hard to choose between the different views of the project.

Zendesk CRM

Zendesk, a sales CRM outsourced software development, is designed to simplify the lives of all sales staff in any company.

This integrated tool is designed to streamline daily sales tasks and increase customer satisfaction and user satisfaction. It tracks conversions and facilitates performance visibility.

Zendesk gives sales teams the ability to perform multiple functions in one place. It takes just a few clicks. Sales executives can easily schedule meetings, make calls, and track deal history, all without having to do any work.

The platforms mobile app allows you to access all of its advanced features while on the move so your sales team can get the attention they deserve. it is the best use of technologies.it is open source development service.

Type: Private

Headquarters, San Francisco (USA)

First Release: 2018,

Operating Systems: iOS, Android, Mac, Windows

Deployment Type SaaS

Language Support: English is supported in 30 languages, including English

Annual Revenue $169.65 Million

Total Employees 5000 Active Employees (Approx.)

Pricing: Zendesk offers three pricing options. The ""Sell team"" plan costs $19 per user per month.

The Sell Professional plan costs $49 per month, while the Sell Enterprise plan costs $99 per month. You can also get a 14-day trial for free.

Top Features

1. Analytics and Sales Reporting

1. Sales Prospecting

1. API and seamless integrations

1. Sales Email Intelligence

1. Native Dialer

Other Features

1. All contact related emails should be immediately logged and recorded in Sell. You will receive real-time push notifications whenever a prospect clicks on or reads an email.

1. Just one click is all it takes to initiate a call. Log and record all incoming and outgoing calls immediately.

1. Connect Zendesk to all tools and applications that your company is currently using.

1. You can build a targeted prospect list through multiple channels.

1. Visually stunning customizable reports and dashboards.

Pros

1. Multiple email templates are available to create and save sales emails.

1. All sales activity can be tracked and performed from a central dashboard.

1. Automate the process of engaging leads by sequencing emails or assigning tasks.

1. Mobile Sales CRM Application.

1. Supportive customer service.

Cons

1. There is no free plan

Pipedrive CRM

Pipedrive is a popular Customer Relation Management tool. It was designed to produce the best possible output and input.

PIPEDRIVEs sole purpose is to make salespeople unstoppable. It allows you to organize your company in a way that provides a great view of sales and increases productivity.

We can all improve our workflows with Pipedrive.

Type: Commercial

Head Quarters: Tallinn, Estonia, New York, USA.

Initial Release 11 June 2010

Based upon Language: JavaScript HTML, HTML, UTF-5 CSS, Google Analytics, Microdata, etc.

Operating Systems: Web-based, Linux, Windows, Android, iPhone, etc.

Type of Deployment: Cloud-based

Language Support: English

Annual Revenue Approx. 12 Million dollars annually until 2018.

Total Employees: 350 people are currently employed.

Price:Essential: $11.90/user/month

Advanced: $24.90/user/month

Professional: $49.90/user/month

Enterprise: $74.90/month, billed monthly

Features in Pipedrive

1. It offers a strong sales pipeline and integrates well with email.
2. It allows you to set goals, contact history, and create a mobile app.
3. It is customizable and can support multi-environments with 24*7 support.
4. It provides excellent reporting, maps integration, and email tracking. Data import and export are also possible.

Pros:

1. It is easy to use and client-friendly.
2. It supports multiple pipelines, customization, as well as email integration with apps.
3. It can be modified and graphically enhanced in many ways.

Cons:

1. There is no way to send mail from within Pipedrive.
2. Pipedrive does not have an integrated phone system, and it doesnt offer any feature for tracking customer responses via apps.
3. The automation department is not well-equipped and does not have the capability to produce customized reports.

Additional features such as email and phones come at an additional cost.

Salesforce CRM

Salesforce CRM is a leading cloud-based CRM software provider innovative CRM solutions for businesses of all sizes, from large corporations to start-ups.

Salesforce CRM is cloud-based, highly scalable, and very user-friendlyIt is customizable and offers a platform for growth or upgrades.

Mobile and integration support.

Salesforce CRM allows you to better understand your customers. It can help you find new ways to help and solve problems faster.

We can sell, serve, and market like any other product with just one view.

Type: Open Source/Public.

Headquarters: The Landmark, San Francisco (California), USA.

Initial Release:1999.

Based upon Language: APEX, Visual Force.

Operating Systems: Web-based, Linux, Windows, Android, iPhone, etc.

Type of Deployment: Cloud Based

Annual RevenueApprox. US $8.39 Billion

Total Employees: Currently, there are 30145 employees.

Price:Open Source software Completely Free

Lighting Essentials US $25, and continues to increase as required.

Features:

1. It connects communities with markets to generate leads and sales leads.
2. It allows you to integrate email and run applications.
3. Salesforce helps with forecasting and keeps customers engaged.
4. It allows chatter, analytics, and real-time visualization.

Pros:

1. It provides you with a custom dashboard.
2. Software navigation is simple and straightforward.
3. It is well-known for its social media capabilities, which increase its popularity.
4. Its cloud-based and enables business automation, as well as efficient management.

Cons:

1. This requires a dedicated team to manage it.
2. Clients face problems when Salesforce is upgraded because the functionality goes unrecognized.
3. A lack of technical support and a complicated process for generating reports.

HubSpot CRM

HubSpot CRM: In todays competitive market, HubSpot CRM is one of the most popular and widely used CRM tools. With its powerful capabilities and mechanism, it has had a tremendous impact on Clients.

ItsIts free to use and attracts the majority of its Clients.

HubSpots easy platform makes it possible for Clients to get started quickly, without having to change much. Its simple, fast, and offers most of the same features as other CRM.

HubSpot provides the best integration CRM environment, which is something that other CRM tools dont offer custom software development company is powerful and flexible

Type: Free/Commercial

Head Quarters: Cambridge, Massachusetts.

Initial Release June 2006

Based upon Language: Java and MySQL, JavaScript, HBase, etc.

Operating Systems: Web-based, Linux, Windows, Android, iPhone, etc.

Type of Deployment: Cloud Based

Language Support: English

Annual RevenueApprox. $375.6 Million annually until 2017.

Total Employees: Currently, 2000 people are employed.

Price:

This free version includes many features.

1. Starter: US $50
2. Basic: US 200
3. Professional: US $800
4. Enterprise: US $2400

Features:

1. It enables you to assign tasks, customize them, and organize the marketing division.
2. It includes great cell phone, mail, and website integration.
3. It allows you to monitor your pipeline from all angles.
4. You can log every activity and view all information about contacts in one place.

Pros:

1. It is a great feature for finding companies.
2. It works in the background and does not interrupt other tools.
3. It includes all the most popular google features such as Gmail, Google Drive, Calendar, and more.
4. It allows us to keep all Client records in one place and also allows us to read feedback from clients.

Cons:

1. HubSpot does not allow us to send emails to multiple companies simultaneously.
2. The free version does not include all features.
3. Sidekick does not support auto-updating and must be done manually for existing companies.

Read More: List of different components of Customer Relationship Management that are essential to run an organization towards success

Oracle NetSuite

Oracle NetSuite is a cloud-based CRM system that gives you a 360-degree view of your customers. It includes all functionalities such as sales order fulfillment, renewal, cross-sell, up-sell, renewal, and upsell.

Type: Private

Headquarters: California, US

Operating System: iOS, Android, and Web-based.

Type of Deployment: Cloud-based

Language Support: English

Number Of Employees: 10001+

Prime Features:

1. Get Quotes
2. Order Management
3. Commissions
4. Sales Forecasting

Integrated e-commerce capabilities

Additional Features:

1. SFA
2. Customer Service Management
3. Marketing Automation

Pros:

1. Oracle NetSuite CRM will simplify the lead-to-cash process.
2. Your sales performance will increase as a result of commission management, forecasting, and upselling.
3. You will be able to manage global services and sales organizations.

Cons:

There are no cons.

Zoho

Zoho CRM, a cloud-based Customer Relations Management system, is available to all types of business processes. It has been around for more than fifteen years.

ItsIts an operational platform for business that does more than just serve as a sales pipeline and lead management tool.

Zoho has been trusted by over 250,000 business processes in 180 countries. It is the only vendor with over 40 apps for mobile that support mobile and integrates to more than 500 business apps.

Zoho CRM has been awarded the PCMag EditorsEditors Choice Award 2020 and the Business Choice Award 2019 for being the best CRM.

This is due to Zoho CRMsCRMs positive NPS score, making it highly recommended by both users and critics around the world.

Type: Commercial/Private

Head Quarters: Austin

Initial Release:1996.

Based upon Language: Java

Operating Systems: Web-based, Linux, Windows, Android, iPhone, etc..

Deployment Type: Cloud-based SaaS.

Language Support: There are 28 languages in total.

English (US), English UK), Hebrew, French, and German

Total Number of Employees: 10,000+

Price:

Free for a Maximum of 3 Users

Standard: $14

Professional: $23

Enterprise: $40

Ultimate: $52 [Exclusive 30-day trial]

Features:

1. The omnichannel platform connects customers through different channels.
2. Using workflows or macros, sales automation software can manage leads, contacts, and deals
3. You may construct personalized dashboards and reports that let you contrast data and draw conclusions from it.

1. Zia is a sales assistant driven by AI that can forecast sales results, spot anomalies, and improve data. It can also identify email sentiments, the best time to reach someone, and when its most convenient to do so.
2. With the help of the corresponding ROI statistics, marketing attribution tools may help you understand how your campaign funds are allocated.
3. To facilitate team collaboration, there is an internal chat feature, as well as forums, notes, and groups.
4. Using a mobile CRM software, you may record information, plan tasks, communicate with customers, and update data even when you are not connected to the internet.
5. You can extend the potential of your CRM with low-code and pro code by using REST API, widgets, deluge functions, and web and mobile SDKs.

Pros:

1. Easy and quick onboarding. Zwitch is our migration tool that allows you to import all of your sales data into Zoho CRM within a matter of clicks.
2. Advanced security features include encryption, audit logs, and IP restrictions. Two-factor authentication allows for customized access.
3. Mobile CRM App to Stay ahead of the Competition and Keep in Touch with Your Customers Anytime, Anywhere
4. Flexible pricing and contracts allow you to pay monthly or annually only for the items you use. No hidden costs.
5. Premium users receive 24-hour support.

Cons:

1. The free edition is only available for three users.
2. Offers no on-premise solutions.
3. Limited support available for 24/5

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Act! CRM

ACT! ACT! is a CRM, marketing automation, and sales platform. The dashboard can be customized to your liking. It can be integrated with Outlook, Zoom, DocuSign, and other programs.

Here you can set priorities for your tasks.

It provides tools for prospect capture, marketing tools, as well as tools to strengthen relationships. The marketing automation functions will automate repetitive tasks and manual tasks.

All you need to do is set up the communications once, and the tool will continue processing.

Type: Privately Held

Headquarters: Scottsdale, Arizona

Initial Release: April 1987

Operating System: Microsoft Windows

Type of deployment: On-premises and Cloud-based.

Annual Revenue: $50K to $5M

Total Employees: 51-200 employees

Price: Act! Both cloud-based and on-premise solutions are available. On-premise solutions start at $37.50 per month.

There are three pricing options: Starter ($12 per month), Professional ($25/per user per month), and Expert ($50/per user per month).

Top Features:

Act! CRM may give you instantaneous sales funnel analytics. More than 170 responsive template alternatives are available, along with email marketing tools.

It can be used for email tracking and metrics, drip marketing, surveys, campaign planning, and other purposes.

It has tools for asset tracking, lead management, and event promotion..

Additional Features:

Act! CRM offers an interactive template editor.

It provides functionalities to automate and manage the entire workflow from start to finish.

The advanced lead-capture capabilities of the software will elevate your lead-capturing abilities to a new level.

Pros:

Act! CRM is transparent and offers a solution that will not incur hidden fees.

It syncs your calendar, communications, and important documents.

It supports unlimited contacts.

Cons:

According to user reviews, customer service must be improved.

It is somewhat more expensive than its competitors.

Freshsales

Freshsales, a full-featured CRM platform for sales, provides all the tools that you need to streamline sales operations.

You can track the entire lifecycle of a customer, from the moment they visit your site to their final conversion.

Freshsales comes with an Artificial intelligence that allows you to see all the current deals and highlight those that are most important.

Additionally, you get accurate metrics to help you assess your companys performance in sales.

Read More: 6 CRM Software Trends

Salesmate

Salesmate is a CRM and customer journey platform that offers powerful features such as call recording, call masking, voicemail drop, call transfer, and call transfers.

It will allow you to connect all your support and sales inboxes so that you can receive all messages from one place.

You can deliver five times faster and provide a better customer experience or user experience. It includes the functionality to automate business model workflows.

Developed By: Salesmate

Type: Privately Held

Headquarters: Charlotte, North Carolina

Operating System: Web-based and iOS.

Type of Deployment: Cloud-based

Language Support: English

Annual Revenue 5 Million

Employees: 51 to 200

Sony Music, Faciliteq, Kissflow, Factorial Complexity, and more companies use Salesmate.

Pricing: Salesmate provides the solution with four pricing options. Starter ($12 per month), Growth (24 per month), Boost (40 per month), and Enterprise (Get a Quote).

You can try the platform for free for up to 15 days.

Prime Features:

1. Contact Management

1. Calling functionality built-in

1. Google CRM

1. Messenger

1. Reporting

Additional Features:

1. Sales Pipeline

1. Sales Automation

1. Marketing Automation

Pros:

1. Salesmate provides enterprise-grade security.

1. You can customize it and get the system up and running quickly.

1. It offers personalized support via video, live chat, and email.

1. It is affordable and offers the right solution.

Cons:

1. There are no cons.

Verdict - Freshsales is an efficient CRM tool that can be used to nurture leads, close deals, and manage multiple pipelines.

Freshsales makes it easy to access and maintain all records for every customer and prospect with whom you have done business. Freshsales is our top recommendation.

Headquarters: San Mateo, California, USA

Initial Release: 2010,

Operating System: iOS, Android, Windows, Mac, Web-Based

Type of Deployment: Cloud Based

Language Support: English

Annual Revenue: 364 Million to $366.5 Million

Total number of employees: 4300

Price: No-cost plan available. Premium plans have a 21-day trial. Growth Plan: $15/user per month, Pro: $39/user per month, Enterprise: $69/user per month.

Top Features

1. Event tracking

1. Create custom reports

1. Automated and personalized emails

1. Respond to leads, analyze dashboards, and more. The Mobile application allows you to access the mobile application while on the move.

1. Chat, phone, and email functions built-in

NoCRM.io

NoCRM.io provides a tool to manage leads for small- and medium-sized sales teams. It can be used to distinguish between hot leads and cold prospects.

Track leads communications and interactions, team collaboration, monitoring progress, and visual and personalized sales pipelines.

Headquarters: Paris, France

Operating System: Windows and Mac, iOS and Android.

Type of Deployment: Cloud-based.

Language Support English, Spanish and Portuguese.

Prices: The price starts at $12 per month for a single user. Monthly or annually. Free trial for 15 days

Prime Features:

1. Advanced email management, including email tracking, customizable signatures, and templates.

1. Advanced privacy and security settings

1. Priority Support

1. Features for team management

1. API and Advanced native integrations

Additional Features:

1. Customizable Sales Pipeline

1. Statistics and Reporting

1. Built-in prospecting

1. Sales Script Generator

1. Email Integration

Pros:

1. NoCRM.io makes it easy to generate leads and grow your pipeline.

1. It can be used to distinguish between cold leads and hot prospects.

1. It will improve team collaboration.

1. It ensures high-level security and compliance with GDPR & CCPA.

Cons:

1. There are no cons.

Keap

Keap, which was formerly Infusionsoft, is a CRM, marketing, and sales automation platform. It offers features and functionality for all types of business professionals.

There are editions for solopreneurs, new businesses, growing businesses, as well as established businesses.

Businesses and teams with established businesses can improve their sales pipelines and increase online Revenue. This tool includes the ability to integrate CRM, secure payment platforms, and advanced automation.

Type: Private

Headquarters: Chandler, Arizona

Operating Systems: Web-based, Android, & iOS.

Type of Deployment: Cloud-based

Language Support: English

Annual Revenue $100 Million (USD)

Number Of Employees: Between 501 and 1000

Companies using Keap CRM: Hear & Play, Math Plus Academy and TITIN Tech - Story, Agency 6B, etc.

Price: Keap provides a 14-day free trial. The pricing plans available are Lite (40$ per month), Pro (80$ per month), or Max ($100/per month).

Prime Features:

1. Lead Scoring

1. Landing Pages

1. Sales Pipeline

1. A/B email Testing

Additional Features:

1. CRM, Sales & Marketing Automation, Email Marketing, Payments, etc.

1. You can then sort your contacts into segments that allow you to send the right message to the correct people.

1. It allows you to create custom forms and embed them on your website or landing page.

1. It can send emails and make calls, among other features.

1. It allows you to create a customized, personalized sales and marketing process.

Pros:

1. Keap is a platform that can be customized to your specifications.

1. Automating is simple.

1. It can be integrated with programs such as PayPal.

Cons:

1. Keap can be a very expensive tool.

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Conclusion

So we have discussed the tools in wide variety. The ideal CRM is the one that best suits your companys needs.

Salesforce has been awarded the top spot, Mailchimp is the best-selling free version, and HubSpot is the best option for companies. Whatever the situation, all of our marketing CRM systems offer excellent options.

Here are some tips for small and medium-sized companies (SMBs) who are looking for a CRM for their marketing efforts.

Consider the following factors before you make a decision about a vendor. The first thing to consider is the price. As you grow, its important to pay attention to the price differences between different plans.

A steeper learning curve means more money and time will be spent on marketing than training. Integration is the final step. It ensures that the tool you are using is compatible.

References

1. 🔗 Google scholar
2. 🔗 Wikipedia
3. 🔗 NyTimes