CRM

These fifteen CRM software were chosen for their functional depth, their ease of use & installation, and the ROI they allow to obtain quickly.

CRM

1. Pipedrive: CRM software with the best adoption

Pipedrive is highly customizable and brings many features to the management of your business.

The app is user-friendly enough that most sales teams love it, and has a great mobile app. You can also easily integrate it with google and/or Microsoft productivity tools.

  • Very detailed training to take the tool in hand
  • Pipedrive is very solid for a small team that structures its processes
  • Excellent 24/7 support
  • No unlimited free plan
  • First-level Essential plan includes brand logos

Prices

Pipedrive offers 4 pricing plans. The prices below correspond to an annual commitment. You can also test Pipedrive with a 30-day free trial period (instead of 14).

  • Essential – Starts at just $ 12.50 per month per user. This is a smart starting point for quickly and easily developing a seamless sales process.
  • Advanced – € 24.90 per month per user. Allows you to add prospecting by email and enrich your data with Linkedin.
  • Professional – 49.90 € per month per user. Includes more advanced features like one-click calls, call recording, income dashboards, and team management tools. All these features allow you to better measure your sales process & your performance.
  • Business – € 99 per month. Provides access to customization features, enhanced security, configuration assistance as well as different authorizations by type of user.

2. NoCRM: CRM software designed by salespeople for salespeople

NoCRM is a great lightweight tool for small to medium-sized sales teams. It optimizes your business processes and improves performance and efficiency.

It is a very light and very simple tool to set up, resolutely turned towards prospecting. If you are on relatively short sales cycles, this may be the perfect tool to take your performance to the next level.

Prices

NoCRM offers three pricing plans:

  • The starter kit plan: € 10 per month and user. The plan is limited to a maximum of 3 users and gives access to most of the functionalities for managing commercial tasks
  • The sales experts plan € 19 per month per user. This added plan allows you to manage a commercial pipe as a whole, adds reporting features, and important integrations (VoIP software for example)
  • The dream team plan: € 29 per month and user. This plan mainly adds to the creation & management of teams (and team goals). It also allows advanced management of emails.

3. Hubspot: CRM with a free version

HubSpot has made a name for itself over the past few years, focusing on marketing features like marketing automation and social media campaign management. He is also the “inventor” of content marketing.

The CRM integrates very well with other HubSpot products. For SMBs that need a reliable, well-maintained platform without a lot of training overhead and a freemium pricing model to get started, HubSpot CRM is a good choice.

Hubspot is one of the only CRM software in this comparison to offer a truly free version.

  • Excellent integrations
  • Powerful automation features
  • Good view of the sales pipeline
  • Quite expensive after the free plan
  • Learning curve not to be overlooked
  • No support in French.

Prices

HubSpot CRM uses a freemium model: although the main CRM features are free, many paid extras can be added if needed.

The free plan includes 15 minutes of calling per user per month. The software automatically tracks calls and adds them to a CRM record. Also included are five templates per user per month, 200 notifications per user per month, five documents, and a booking page for each user.

Hubspot offers three paid plans:

  • Sales Hub Starter includes eight hours per month of calling as well as unlimited templates, documents, booking pages, and notifications. Like the free plan, it comes with a deal pipeline and one team per account. It adds perspectives, messages, and sequences (requires G Suite or Office 365) as well as phone and email support.
  • The Professional plan includes 33 hours per user per month of calls, in addition to all the features included in the starter plan. It also adds automated workflows, predictive lead scoring, smart notifications, unlimited deal pipelines, unlimited teams, shared filters, a custom report generator, a personalized dashboard for each account, and the Salesforce integration.
  • Finally, Sales Hub Enterprise, launched in 2018, includes single sign-on, electronic signature, quote approvals, call transcription and recording, sales playbooks, and more.

4. ActiveCampaign: To automate everything that moves

ActiveCampaign is a tool that you can use as a CRM, primarily for lead management. Prioritize your prospects, track the most important tasks and automate your contact management so nothing falls through the cracks. See your entire workflow at a glance and track every interaction between your prospects/customers and your salespeople. Features like lead scoring or automated segmentation, combined with Marketing Automation, will turn your sales team into a deal-closing machine.

  • Very easy to learn
  • All of your contacts and transactions are managed in one place
  • The tool simplifies the automation of tasks between sales and marketing
  • Although the CRM is quite comprehensive and provides information on conversions, goals, etc. ActiveCampaign’s statistical reports are quite complicated and it can sometimes be difficult to find what you are looking for.

Prices

For the details of the prices, we will take a base of 500 contacts:

  • The Lite plan is $ 9 per month. Unlimited sending, marketing automation, chat or email support, etc. here’s what the entry-level package has to offer. PLEASE NOTE, CRM is not included in this package.
  • The Plus plan is $ 49 per month. In addition, you will have access to lead scoring, SMS Marketing, or even Facebook personalized audiences.
  • The Professional plan is $ 129 per month. You will also benefit from predictive sending with Machine Learning, Split Automations, or 3 individual training sessions per month.
  • Finally, the Business plan at $ 225 per month. The personalized report, free design services, unlimited number of users, etc. are an ideal package for well-established businesses.

5. Axonaut: The all-in-one CRM / ERP

Axonaut is a complete management tool for French SMEs. Customer support, functional depth, and ease of use and installation make it a serious competitor to “pure juice” CRM solutions.

If some advanced features like lead scoring or complex reporting are not essential for you, Axonaut could be the right solution.

  • Super ergonomics, and very easy to use
  • All the functionalities to manage your business, from prospecting to invoicing, with cash management and HR planning tools, and a very good project management module
  • Customer service is a real plus compared to other software on the market
  • If you are looking for advanced CRM features like lead scoring or attribution, you may be a bit limited on Axonaut
  • If the integrations present are solid, we would have liked to see a deeper bouquet of integrations, especially on IP telephony

Prices

Axonaut’s price list is very simple, just like the software:

  • Between 1 and 9 users (included), you pay 49 € / month + 14.99 € per additional user. For a team of 3, count 80 € / month. This is equivalent to Pipedrive’s advanced plan.
  • From the 10th user, you pay € 199 / month + € 14.99 per additional user. The change from 9 to 10 is a bit painful, but the prices are very close to those of the “only” CRM market.
  • All plans are non-binding, but you get very attractive discounts if you sign up: 30% off for an annual commitment and 40% off for a two-year commitment.

6. Salesforce: the leader, very challenged

With nearly 20% of the market share, Salesforce is the first name that comes to mind when you talk about customer relationship management (CRM) solutions.

But the question of whether or not to include Salesforce in this comparison has been asked at length… It is probably not the best solution for a simple sales organization. But an organization can grow and become more complex quickly, and in these cases, Salesforce is pretty much the must-have.

In addition to offering a rich set of built-in features, Salesforce offers a full ecosystem of products that go beyond CRM software tools. The ability to build order management systems, automate B2B marketing pipelines, and manage field workers while dealing with a single SaaS vendor (Salesforce) makes it a juggernaut at the heart of most sales processes. of the most advanced organizations.

  • Salesforce offers a range of enterprise products that integrate seamlessly with each other.
  • Very well known, and very rich in integrations.
  • Functional depth.
  • Significant cost Without significant in-house expertise, getting started can be a real headache.
  • Salesforce’s “lighter” offerings are not very attractive.

Prices

There are several pricing tiers at Salesforce: Salesforce Essentials, Professional, Enterprise, and Unlimited.

  • The Essentials plan (25 € per user per month billed annually) is made for a maximum of 10 users. Overall we do not recommend it.
  • The Professional plan (€ 75 per user per month with an annual subscription) has no user limits and offers campaigns, customizable dashboards, products, quotes and orders, emails from mass, and role-based access for users. This plan is best suited for small businesses, and it has advanced features, such as collaborative forecasting.
  • The Enterprise plan ($ 150 per user per month with annual subscription) is the most popular in the company and shows why Salesforce is the leader. This plan provides access to most of the tool’s functionalities, to the AppExchange, and the API.
  • The Unlimited plan (€ 300 per user and month with an annual subscription) allows you to go even further in terms of personalization, and above all to benefit from free 24/7 assistance and unlimited training. If you need Service Cloud, you can get it with this plan.

7. Zoho CRM: the CRM software of the Zoho suite

Since this customer relationship management (CRM) solution is part of the Zoho SaaS family, it can be used alone or in tandem with other Zoho applications and services, giving small business owners the ability to create complete cloud systems to manage all aspects of their business.

This CRM software is affordable, easy to use, and does not require an IT degree to implement.

Of course, the more customizations you go with and the more integrations you need, the longer the implementation process will take, but the basic setup and operation are easy.

  • Lots of tools in the Zoho suite
  • Efficient CRM and good value for money
  • Good view of the sales pipeline
  • Complex price list: many add-ons
  • Support weekdays only.
  • Heavy reliance on the Zoho ecosystem

Prices

To test Zoho CRM, take advantage of Zoho Bigin: the lightest version of the software. Zoho bigin is free for a single user, then becomes paid from 9 € / month per user.

Zoho CRM offers four subscription levels and two payment options.

  • The Standard plan, which is the entry-level subscription, starts at € 20 per user per month.
  • The professional plan, which costs € 35 per user per month and includes fairly advanced features such as inventory management, automatic validation rules, etc.
  • Zoho CRM’s enterprise plan is probably one of the cheapest around, starting at $ 50 per user per month. It provides access to advanced features, such as custom modules and buttons and conversational AI, which are typically only available at more expensive subscription levels from competitors.
  • The ultimate plan starts at $ 65 per user, per month. It comes with advanced customer support, a higher level of storage, and data enrichment.
  • The other premium option is called Zoho CRM Plus which costs € 50 per user and includes Zoho CRM as well as other Zoho products for customers like Zoho Social, Zoho Motivator, Zoho Survey, etc.

8. FreshSales: the new kid

This application is rather aimed at small and medium enterprises (SMEs) because it combines a reasonable price with an easy-to-learn interface.

Freshsales worked on building a unified platform for the CRM tool to work with other business platforms. They added more integrations, as well as workflow automation and sales intelligence features.

The software is available in over 30 languages, some of which are read right to left such as Hebrew and Arabic. It also supports multiple currencies.

  • Offers a variety of native and third-party integrations.
  • Excellent customization capabilities.
  • Intuitive interface.
  • Free version available.
  • Fewer third-party integrations than the competition.
  • Reports are not available in the free plan.

Prices

Freshsales offers three pricing levels:

  • The Growth plan: € 29 per user per month. This plan allows for up to 1000 contacts and gives access to many features such as web forms, sales pipeline, mobile applications, lead scoring, and email management.
  • Then, the Pro plan at € 69 per user per month adds improved reporting and forecasts, or the grouping of your prospects into territories, etc.
  • The Enterprise plan at € 125 per user per month includes advanced features such as a virtual queue for phone calls, call recording and automatic data enrichment.

9. AgileCRM: Very powerful, but quite complex

AgileCRM is probably one of the most complete CRM software in our selection. Lead scoring, gamification, automation,… the list of features is impressive.

All this, with an impressive free plan, and prices frankly well below the market.

So why only in # 9?

The problem with AgileCRM is that functional richness comes at the expense of user experience, and therefore adoption. Above all, it is a very complete software, and therefore quite complex, which makes it quite difficult to configure.

If this is your first CRM project and you’re looking for a lightweight, easy-to-install solution, go your way. On the other hand, if you are a seasoned customer in data and relationship management and are looking for advanced features at an affordable price, Agile CRM is worth a visit.

  • The tool is very powerful and offers many features
  • The free Agile CRM plan is very generous
  • A rich community of users, and exemplary reliability.
  • If you are not a CRM expert, you may have a lot of difficulty (or cost) with the installation.
  • The tool doesn’t offer quite the best user experience, which may impact your adoption rates quite significantly.
  • Do not rely on AgileCRM to impose best practices or guide you in your business processes.

Prices

Agile CRM’s price list is divided into four plans, one of which is completely free. Yes yes, you read that right, free.

  • The free plan of AgileCRM is not a fake free plan as we often see (that of Hubspot for example…). You can go up to 10 users, and 50,000 contacts. No limit on business, opportunities, etc. Suffice to say that you have time before having to pay. As long as you install it and get it adopted…!
  • The Starter plan starts at $ 9 / user/month. Again, it is very generous. With this plan, you add lead scoring, marketing automation, social monitoring features, and even advanced analytics such as web-tracking
  • The Regular plan provides access to customer support features and costs $ 29 / month. This plan also adds some reporting and administrative management functionalities.
  • The Enterprise plan provides access to advanced integrations and phone support. This means if you are using Agile CRM on a Regular, Starter, or Free version, you will not be able to call for help.

10. Zendesk Sell: The CRM of the customer relationship giant

Tap into every opportunity with Zendesk Sell, a CRM platform designed specifically for salespeople. Create and manage a pipeline tailored to your business, turn your conversations into conversions, track your leads and their progress in one place, adapt your strategy based on real-time data, etc. Zendesk Sell is a powerful CRM that will allow you to improve the processes of your sales teams to increase your productivity.

  • The overall experience with Zendesk Sell is pleasant
  • Powerful reporting
  • Integration with Zendesk Support
  • The configuration and customization of the interface are not very intuitive.
  • Quite expensive and complex
  • Few marketing features

Prices

  • Prices start from € 19 per license per month with the Team plan. Customized sales pipeline, integrations with email services (including Gmail), basic sales reports, etc. here is what you can find with this plan.
  • The Professional package at 49 € per license and per month will allow you to send personalized mass emails, and you will have access to integrations like Mailchimp or Zapier.
  • For 99 € per license and month with the Enterprise plan, you will have up to 2 sales pipelines, advanced permissions, or even personalized notifications.
  • Finally, there is the Elite package at 199 € per license and month. With unlimited sales pipelines, research APIs, premium customer support, etc. you will be in good hands with the Elite plan.

11. Copper CRM: A complete CRM in Gmail & Gsuite

Thanks to Copper CRM you can easily improve all interactions with your customers and improve the overall effectiveness of your sales and marketing strategies. Organization of contacts, follow-up of deals, project management, automation of tasks, detailed reports, security, etc. here are the main features and benefits that you will find on Copper. The goal? Have better visibility of your sales pipeline and increase your productivity. Finally, know that you can use this tool directly in your Gmail inbox. Add leads, search for past interactions, create Google Calendar events, etc. directly from Gmail.

  • Full integration with Gmail, Google Calendar, and other G-Suite products.
  • Many features are directly accessible from Gmail.
  • You can pull new leads from your email and put them right into your lead management list.
  • Pipelines cannot contain qualified leads.
  • A few integrations issues were reported.

Prices

  • Pricing starts at $ 25 per month per user with the Basic plan. You will be limited to 2,500 contacts and 3 users.
  • The next plan is the Professional plan at $ 59 per month per user. You will be limited to 15,000 contacts but will have access to the main integrations or detailed reports.
  • Finally, the Business plan at $ 119 per month and per user will allow you to have an unlimited number of contacts and users.

12. Microsoft Dynamics 365 Sales: The Microsoft benchmark

Microsoft Dynamics 365 for Sales helps you deal with the unpredictability of the modern sales environment. Strengthen long-distance relationships with your prospects, effectively coach your salespeople thanks to data collected in real-time, free up their time thanks to this easy-to-use tool, etc. in brief Dynamics 365 for Sales is an adaptive and intelligent tool that will allow your sales team to monitor, collect and exploit the customer data that you receive overtime.

  • Microsoft Dynamics 365 Sales is a CRM that offers you very detailed information about your prospects.
  • Microsoft Dynamics 365 does a fantastic job of aligning your sales and marketing processes.
  • Lack of marketing functionality.
  • If you don’t already work with Microsoft products, you might be put off by the interface.

Prices

  • Let’s start with Dynamics 365 Sales Professional at € 54.80 per month per user. It’s the basic integration between sales force automation and Microsoft 365.
  • Then there is Dynamics 365 Sales Enterprise at € 80.10 per month per user. You will also have contextual analyzes as well as advanced customization features.
  • The Dynamics 365 Sales Premium plan costs € 113.80 per month per user. In addition, you will get a Sales Insights add-in for Dynamics 365 Sales.
  • Finally, Microsoft Relationship Sales is 121.76 € per month with 10 users minimum. This is the Dynamics 365 Sales Enterprise plan with Linkedin Sales Navigator in addition.

13. Insightly: a very powerful project management module

Insightly is touted as one of the best CRM software for small and medium businesses with over 500,000 users worldwide.

Built with a visually dynamic and intuitive user interface, you will find the main CRM functionalities in one place. Some of its main features include lead management, sales pipeline management, and task management that will help you get clear visibility into your sales but also an overview of your business. This will allow you to improve communication with your customers, and increase the productivity and efficiency of all your sales teams.

  • Functional depth.
  • Ease of use.
  • The search function is great.
  • Complex to install.
  • Pretty expensive.
  • The user interface is a little confusing.

Prices

  • Pricing starts from $ 29 per month per user with the Plus plan. You will have the possibility to work on different platforms with real-time synchronization.
  • The Professional package at $ 49 per month and per user will allow you to access lead management, organize your existing contacts, etc.
  • Finally, the Enterprise plan at $ 99 per month per user will give you access to all the features of Insightly.

14. vTiger: an open-source alternative

Sell ​​faster and better with vTiger! This CRM guarantees you an increase in the productivity of your sales representatives and a reduction of the time required to close a deal.

Whether it’s on a site, in an email, or on social media, you can effortlessly capture leads and add them to your CRM.

Automatically assigning leads based on multiple criteria will save your sales team a ton of time. Lead scoring, lead nurturing, etc. everything is done to make your prospects feel good but with you.

  • This CRM is suitable for small and medium-sized businesses.
  • You can easily check purchase orders and invoices.
  • Many users reported difficulties in installing this CRM.

Prices

  • 2 pricing options are offered by vTiger. The first “ A Professional ” is $ 30 per month per user. You will have access to sales force automation, customizable reports and dashboards, and payment tracking.
  • The second plan, intended for businesses, is priced at $ 42 per month per user. In addition to the Professional package, you will have an internal ticketing system for employees as well as detailed information on internal tickets.

15. Monday CRM: project management tool in CRM mode

Primarily aimed at small and medium-sized businesses, Monday has created a comprehensive tool with a wide range of features to meet the diverse needs of an organization.

While not necessarily a basic CRM tool, it can be a great option for some businesses. One of the characteristics that set this CRM apart from others is the way it is designed.

CRMs look a lot like Excel sheets with endless lists. This can be very annoying and make it difficult to identify certain types of prospects.

On Monday, the CRM design features a color scheme and multiple tables on one screen, making it easy for you to understand which leads are at which stage of your sales pipeline.

  • Monday’s CRM is very intuitive, especially thanks to its color schemes.
  • Automated tasks can save you a lot of time.
  • You can customize your dashboard however you like.
  • After registering, the first steps can be a bit complicated.
  • Not robust enough for a very large company.

Prices

  • The first Basic package at € 8 per month and per user is designed to make the work of small teams easier.
  • The Standard package at € 10 per month and per user will include access for guests, 250 automation actions per month, or the possibility of creating a dashboard.
  • The Pro plan at € 16 per month and the user will allow teams to simplify and control workflows and other complex operations.
  • Finally, for the Enterprise plan, the rate is only available on request. Security, statistics, integrations, etc. you will have all the necessary tools to manage projects and workflows at the level of your company.

Read more: The Best Tools for Prospecting on LinkedIn

What is CRM software? Definition

CRM software is designed to optimize the management of Customer Relations.

Strictly speaking, customer relationship management refers to the tools and processes that an organization uses to manage its customer relationships. But CRM can (and should) also be used to manage relationships with all the external contacts in your business. For example, we can find in a CRM:

  • Subscribers to your newsletters
  • Leads at all stages of the funnel
  • Your customers
  • Your partners
  • Your candidates
  • … Etc.

Customer relationship management includes guidelines for how direct interactions take place. But also tools to organize and track all the relevant information you need to:

  • Find and convert leads
  • Conclude deals
  • Retain your customers
  • Improve customer satisfaction
  • Develop your partnerships
  • Optimize your recruitments

Overall, the goal is to make the relationships that your organization (and your brand) have with your ecosystem more effective.

Internally, a CRM can help sales reps automate their sales activities and managers track their team’s performance. With a good sales CRM, you’ll know when to contact your prospects, what to tell them, and how to say it.

Do you need a CRM?

More concretely, there are generally three main uses around CRM.

# 1 Managing a sales funnel

This is the case if you are primarily looking to organize and structure your sales team. This use of CRM is very close to commercial processes. It is essentially a question of setting up rules for attributing leads and processes for monitoring business opportunities.

This software then makes it possible to make the task easier for your teams and to systematize the processes with a layer of automation and data enrichment (sequences, automated 3-day reminders, etc.).

This is the most common use of CRM software, and yet the furthest from the initial definition of the concept: it is much more about transforming leads into customers through commercial action than working on the relationship. actual client.

# 2 Manage large accounts and several projects at the same time

This is the classic usage of B2B service companies: Consulting, web agencies, marketing agencies, CRM integrators (inception, etc.), etc.

If your business is similar to this type of company, you know how essential it is for your business development to be attentive to everything that is being done & said at your customer’s place. You systematically sell a different product, “tailor-made”, and the stake is much less in the diligent follow-up of each commercial opportunity than in the preparation of a convincing commercial proposal, the edition of a tailor-made quote (and often complex), etc.

# 3 Develop a unique customer repository

The idea is simple: this involves centralizing all customer data in the same place: all contacts with your teams, purchases (online or not), behavior on your website, activity on your product. (if you are selling software).

The goal? Manage all your customer relationships on a large scale and according to clearly defined processes to improve quality, better identify signals of upsell potential, and invest the energy of your sales teams in the right place.

This is in the best of all possible worlds. In real life, this kind of proposition often boils down to a (really) complete customer record – which is already huge.

What Makes Good CRM Software?

We would like to tell you that there is only one among the hundreds of software that is worth it. But that would be quite dishonest. In reality, it all depends a bit on what you want to do with your CRM, and the price you are willing to pay.

# 1 If you are looking to optimize your sales funnel

If you saw yourself in our first scenario, the most essential aspect of the CRM software you install will be its adoption, and the time it saves your sales reps.

We, therefore, recommend to over-prioritize the user interface & ease of managing daily business tasks (note-taking, call, email, calendar, etc.). It may sound trivial, but it is if you want to optimize your funnel, it is precisely these tasks that you are seeking to optimize.

To make your life easier, our advice:

  • If you are doing one-off sales, noCRM is just great at managing business tasks.
  • If you are selling on slightly longer cycles (ie more than 3 months), Pipedrive is more robust on tracking and automation, and enrichment features, and the task management interface is still among the best on the market.
  • If you’re considering Salesforce or Hubspot for this use case, change your mind, or use case.

# 2 If you’re looking to better manage a few large accounts receivable

In this scenario, to schematize the problem, you have to deal with a lot of complexity, with relatively few clients.

For that, project management software is king. Overall, if your sales are complex enough that you think of them as “projects”, take the project side thoroughly.

# 3 If you want to build a unique customer repository

If you are in a single customer repository approach, we strongly recommend that you start by identifying the “inputs” – the sources of customer data – and the “outputs” – levers that can be activated thanks to the centralization of customer data.

Usually, your customer data comes mainly from human relationships provided by your sales teams, and the challenge is mainly to expose this data to agents in communication with a customer, and use it in marketing automation campaigns. In this case, the primary stake in commercial CRM is a data quality issue.

Salesforce, in addition to being the leader in one of the deepest solutions on the market on the subject, is supported by a powerful community of integrators & experts who know the tool and its potential in depth.

We do not present the others here, as they are traditionally reserved for a much smaller audience, but download our full benchmark to be able to compare Salesforce to other leaders in CRM Enterprise.

 

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