Best CRM Software Of 2024 (2024)

Table of Contents
The Best CRM Software of 2024 Best for Overall Features and Value Zoho CRM General Features Add-Ons and Extras Pricing Service and Support Best for Reporting and Analytics Salesforce CRM General Features Add-Ons and Extras Pricing Service and Support Best for Project Management and Sales monday.com General Features Add-Ons and Extras Pricing Service and Support Best for Sales Funnels Apptivo General Features Add-Ons and Extras Pricing Service and Support Best Feature-Rich Free Option Agile CRM General Features Add-Ons and Extras Pricing Service and Support Best CRM for Sales, Marketing and Service HubSpot General Features Add-Ons and Extras Pricing Service and Support Best for Large Teams Bitrix24 General Features Add-Ons and Extras Pricing Service and Support Best for Service Providers HoneyBook General Features Add-Ons and Extras Pricing Service and Support Best for Social Media Integrations Nimble CRM General Features Add-Ons and Extras Pricing Service and Support Best for Built-in Calling and Text Salesmate General Features Add-Ons and Extras Pricing Service and Support Best CRM With Helpdesk Integrations Zendesk Sell General Features Add-Ons and Extras Pricing Service and Support Best for à la carte add-ons Pipedrive General Features Add-Ons and Extras Pricing Service and Support Best for AI-powered sales features Freshsales General Features Add-Ons and Extras Pricing Service and Support Best for traveling salespeople Insightly General Features Add-Ons and Extras Pricing Service and Support Best for marketing automation features SharpSpring General Features Add-Ons and Extras Pricing Service and Support Compare Top CRMs Methodology What Is CRM Software? Benefits of CRM Software How To Choose the Best CRM Software What are your top tips for choosing the best CRM? Essential Features Advanced Features Industry-Specific Features Pricing Ease of Use Customer Support Explore Our CRM Software Guides How Much Does CRM Software Cost? Frequently Asked Questions (FAQs) Do I need a CRM for my business? How do I choose a CRM for my business? How much does a CRM cost? Are there free CRMs available? Next Up In CRM FAQs

Best CRM Software Of 2024 (2)

Toni Matthews-ElStaff Reviewer

For nearly a decade, Toni Matthews-El has published business topics ranging from cloud communication software to best steps for establishing your own LLC. In addition to Forbes Advisor, she's published articles for Medical News Today, US News and World Report.

  • Best CRM Software Of 2024 (4)

+2

Best CRM Software Of 2024 (6)

Kelly MainStaff Reviewer

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Additionally, she is a Columnist at Inc. Magazine.

  • Best CRM Software Of 2024 (8)
  • Best CRM Software Of 2024 (9)

Best CRM Software Of 2024 (11)

Rachel WilliamsSmall Business Editor

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed in the intricacies of LLC formation, business taxes, business loans, registered agents, business licenses and more.

Toni Matthews-El,

Best CRM Software Of 2024 (13)

Toni Matthews-ElStaff Reviewer

For nearly a decade, Toni Matthews-El has published business topics ranging from cloud communication software to best steps for establishing your own LLC. In addition to Forbes Advisor, she's published articles for Medical News Today, US News and World Report.

  • Best CRM Software Of 2024 (15)

Kelly Main,

Best CRM Software Of 2024 (16)

Kelly MainStaff Reviewer

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Additionally, she is a Columnist at Inc. Magazine.

  • Best CRM Software Of 2024 (18)
  • Best CRM Software Of 2024 (19)

Rachel Williams

Best CRM Software Of 2024 (20)

Rachel WilliamsSmall Business Editor

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed in the intricacies of LLC formation, business taxes, business loans, registered agents, business licenses and more.

Staff Reviewer, Staff Reviewer, Small Business Editor

Best CRM Software Of 2024 (23)

Teajai KimseySmall Business Expert

Teajai Kimsey is a seasoned marketing professional with over two decades of experience driving digital strategy and innovation across diverse industries. She currently serves as the director of marketing & communications at a leading commercial glazing specialist, where she not only oversees all aspects of marketing for the division but also plays a crucial role as the HubSpot CRM administrator. Her expertise in customer relationship management and ability to leverage data-driven insights have been instrumental in enhancing the company's marketing efforts and customer engagement.

Teajai's entrepreneurial spirit and digital expertise have been the hallmarks of her career. In the early days of digital marketing, she founded a successful agency that rapidly scaled to over $1 million in revenue within just five years. Her innovative approach and leadership earned her a nomination for the prestigious ""40 under 40"" award by a prominent business journal. Teajai's agency was also recognized as one of her city's ""Best Places to Work"" for two consecutive years.

Throughout her career, Teajai has held marketing leadership roles in various sectors, including healthcare, e-commerce and construction. Her areas of expertise encompass content creation, social media strategy, search engine optimization (SEO), email marketing and customer relationship management (CRM) implementation.

Teajai's educational background includes degrees in business administration, psychology and management, providing her with a well-rounded foundation for her marketing career. With her track record of success and deep understanding of digital marketing, Teajai continues to be a sought-after expert and thought leader in her field.

Reviewed

Teajai Kimsey

Best CRM Software Of 2024 (25)

Teajai KimseySmall Business Expert

Teajai Kimsey is a seasoned marketing professional with over two decades of experience driving digital strategy and innovation across diverse industries. She currently serves as the director of marketing & communications at a leading commercial glazing specialist, where she not only oversees all aspects of marketing for the division but also plays a crucial role as the HubSpot CRM administrator. Her expertise in customer relationship management and ability to leverage data-driven insights have been instrumental in enhancing the company's marketing efforts and customer engagement.

Teajai's entrepreneurial spirit and digital expertise have been the hallmarks of her career. In the early days of digital marketing, she founded a successful agency that rapidly scaled to over $1 million in revenue within just five years. Her innovative approach and leadership earned her a nomination for the prestigious ""40 under 40"" award by a prominent business journal. Teajai's agency was also recognized as one of her city's ""Best Places to Work"" for two consecutive years.

Throughout her career, Teajai has held marketing leadership roles in various sectors, including healthcare, e-commerce and construction. Her areas of expertise encompass content creation, social media strategy, search engine optimization (SEO), email marketing and customer relationship management (CRM) implementation.

Teajai's educational background includes degrees in business administration, psychology and management, providing her with a well-rounded foundation for her marketing career. With her track record of success and deep understanding of digital marketing, Teajai continues to be a sought-after expert and thought leader in her field.

Small Business Expert

Reviewed

Updated: May 14, 2024, 9:21am

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations.

Customer relationship management (CRM) software is a tool that helps salespeople and businesses manage interactions with prospects and customers. In addition to core CRM features such as sales pipeline management and robust reporting, the best CRM software providers offer advanced features such as document management, lead scoring, quote estimates and autodialer functionality.

The best CRM software for you will be based on your specific use case and needs. To assist you with choosing the right CRM tool, I reviewed dozens of products and compiled a list of the top ten providers, breaking down each option according to features, pricing, support quality and overall reputation.

Read more

Customer Relationship Management

  • Best CRM for Small Business
  • Best Open Source CRM
  • Best CRM For Real Estate
  • Best Marketing CRM
  • Best Simple CRM

Featured Partners

Advertisem*nt

1

monday sales CRM

Starting Price

Free; $9 per user per month for basic features

Free trial

14 days

Pipeline Management

Yes

1

monday sales CRM

Best CRM Software Of 2024 (27)

Best CRM Software Of 2024 (28)

Learn More

On monday.com’s Website

2

Salesforce

Starting Price

$25 per month per user for basic features

Free Trial

30 days

Pipeline Management

Yes

2

Salesforce

Best CRM Software Of 2024 (29)

Best CRM Software Of 2024 (30)

Learn More

On Salesforce’s Website

3

HubSpot

Starting Price

Free; $15 per user per month (billed annually)

Free Trial

14 days

Pipeline Management

Yes

3

HubSpot

Best CRM Software Of 2024 (31)

Best CRM Software Of 2024 (32)

Learn More

On HubSpot’s Website

4

Pipedrive

Starting Price

$14 per user per month (billed annually)

Free Trial

14 days

Pipeline Management

Yes

4

Pipedrive

Best CRM Software Of 2024 (33)

Best CRM Software Of 2024 (34)

Learn More

On Pipedrive’s Website

Show Summary

  • The Best CRM Software of 2024
  • Compare Top CRMs
  • Methodology
  • What Is CRM Software?
  • Benefits of CRM Software
  • How To Choose the Best CRM Software
  • How Much Does CRM Software Cost?
  • Frequently Asked Questions (FAQs)

The Best CRM Software of 2024

  • Zoho CRM: Best for features and value
  • Salesforce CRM: Best for reporting and analytics
  • monday.com: Best for project management and sales
  • Apptivo: Best for a suite of business apps
  • Agile CRM: Best feature-rich free option
  • HubSpot: Best CRM for sales, marketing and service
  • Bitrix24: Best for large teams
  • HoneyBook: Best for service providers
  • Nimble CRM: Best for social media integrations
  • Salesmate: Best for built-in calling and text
  • Zendesk Sell: Best CRM with help desk integrations
  • Pipedrive: Best for à la carte add-ons
  • Freshsales: Best for AI-powered sales features
  • Insightly: Best for traveling salespeople
  • SharpSpring: Best for marketing automation features

Why You Can Trust Forbes Advisor Small Business

The Forbes Advisor Small Business team is committed to bringing you unbiased rankings and information with full editorial independence. We use product data, first-hand testing, strategic methodologies and expert insights to inform all of our content to guide you in making the best decisions for your business journey.

Read More: How We Test CRMs

  • 60 companies evaluated
  • Four decision factors considered
  • Four levels of fact-checking
  • Dozens of hours testing products

Best for Overall Features and Value

Zoho CRM

Best CRM Software Of 2024 (35)

4.8

Best CRM Software Of 2024 (36)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes, up to three users

Paid plans

$14 to $52 monthly per user

(paid annually)

Standout features

Multiple pipelines, marketing automation, multichannel communication

Best CRM Software Of 2024 (37)

Learn More Best CRM Software Of 2024 (38)

On Zoho's Website

Yes, up to three users

$14 to $52 monthly per user

(paid annually)

Multiple pipelines, marketing automation, multichannel communication

Editor's Take

Of all the CRM services on the market today, Zoho CRM is unbeatable when it comes to robust features, competitive pricing and ease of use. It’s powerful and versatile enough to suit the needs of various business sizes and industries with its vast feature set and large integration library. Plus, it’s also available for free for up to three users and offers low-cost paid plans starting at $14 per user per month, making it one of the most budget-friendly and scalable CRMs in the industry.

General Features

Zoho CRM provides dozens of essential features, including sales and marketing automation and product customization. Some useful features come with the free plan and are available without signing up for a premium account. For instance, with a free account, I could create and send out customized emails with attachments. I also appreciated the ability to let leads opt out rather than risk getting labeled spam.

Zoho CRM has also worked to integrate artificial intelligence (AI) into its features, though this is a premium tool only available with the Enterprise and Ultimate plans. AI primarily assists in predicting customer responses and determining the optimal times or methods to engage with them. Zoho also uses AI to transcribe and summarize calls, allowing team members to understand the most crucial conversation points as quickly as possible.

With AI advancing across many forms of business technology, I believe it might be a mistake for Zoho to limit access to these features to the highest service plans, as some competitors have made similar AI tools available at no extra cost. That aside, Zoho CRM offers a flexible array of sales and marketing tools that will easily fit the strategies of many companies.

Our advisory board member, Teajai Kimsey adds: “I have the Zoho Solo set up on my phone, and it’s great for micro businesses or freelancers just starting out with contact management, tasks and invoicing with payment processors.”

Add-Ons and Extras

In addition to its core features, Zoho CRM has numerous integration options that link it with top-tier products and services such as Shopify, HubSpot, UPS, Salesforce, Etsy and many more. I did appreciate the wide range of shipping integrations, though I would have liked as much diversity for e-commerce, which only included Amazon, Etsy and eBay.

In addition to third-party solutions, Zoho CRM connects to internal products such as Zoho Desk, a useful customer service automation tool, and Bigin, a simple-to-use option to help smaller businesses streamline their customer operations.

Pricing

Zoho CRM starts at $0 thanks to its forever-free tier, available for up to three users. If you need more service tools or support for a larger team, Zoho’s premium plans start at $14 per month when billed annually.

Service and Support

Zoho CRM has a standard support option for customers with a paid subscription, known as Classic Support. This includes onboarding support through Zoho’s customer success team and technical support up to eight hours per day. Customers can also access Zoho support by email, chat, phone or a self-service portal.

I believe Classic Support should cover the needs of most businesses, but if you want in-depth, on-site training, dedicated support related to integrations, etc., then you should consider Premium Support. Priced at 20% of your subscription fee, it’s a level of support available to both Zoho CRM and Zoho CRM Plus users.

Who should use it:
Anyone looking for a robust CRM software offering a range of sales and marketing features for a reasonable price

Learn more: Read our full Zoho CRM review.

Pros & Cons

  • Free plan available
  • 15- to 30-day free trial for paid plans
  • Workflow automations
  • Numerous integrations
  • Free plan is limited
  • Limited custom fields
  • Some key features cost extra

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (39)

25%

I think Zoho CRM is a great starting point for most businesses needing a CRM solution thanks to its features, add-ons and sensible use of AI.

Pricing

Best CRM Software Of 2024 (40)

35%

As Zoho is free to use with affordable premium plans. I believe it offers good value for money.

Service & Support

Best CRM Software Of 2024 (41)

15%

It offers multiple methods of contacting support and decent self-help options.

Expert Score

Best CRM Software Of 2024 (42)

25%

It’s one of the best all-around CRM products available in terms of features and pricing.

Overall Score

Best CRM Software Of 2024 (43)

Zoho CRM is an ideal solution for managing customers and leads and planning future sales strategies.

Best for Reporting and Analytics

Salesforce CRM

Best CRM Software Of 2024 (44)

4.3

Best CRM Software Of 2024 (45)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

(free 30-day trial)

Paid plans

$25 to $500 per user

per month

Standout features

Robust reporting, pipeline customization, product catalogs

Best CRM Software Of 2024 (46)

Learn More Best CRM Software Of 2024 (47)

On Salesforce's Website

No

(free 30-day trial)

$25 to $500 per user

per month

Robust reporting, pipeline customization, product catalogs

Editor's Take

Salesforce CRM is one of the most robust customer management systems, and it stands out for its vast customization capabilities and advanced analytics and reporting. It’s an ideal solution for established businesses looking for a comprehensive, all-in-one CRM and sales data platform to optimize the sales process and increase sales revenue.

General Features

While Salesforce offers a wide range of features, such as lead management, advanced workflows, customizable sales pipelines, forecast management, quotes, contracts, lead auto-assigning, bulk email sends, marketing campaign management and advanced analytics and reporting, its leading feature is its customization capabilities. While many CRMs claim to be customizable, I have found Salesforce to be not only one of the most customizable but also one of the easiest to customize, eliminating the headache of configuring a CRM that works for your business.

On the flip side, our advisory board member, Teajai Kimsey, says: “While Salesforce does offer automation (a plus for follow-up and other tasks), I’ve found Pardot (their automation program) to be clunky and not so intuitive.”

Add-Ons and Extras

As a sales and CRM powerhouse, Salesforce integrates with over 1,000 other platforms. While its mid- and top-tier plans offer more features, such as lead scoring and automations, analytics and reporting are the only add-ons it offers that come at an additional charge. What I find disappointing is that most CRMs include this feature for free, and while the Salesforce analytics and reporting are admittedly more advanced than many of its competitors, they cost an extra $75 per user per month with annual billing.

Pricing

Salesforce CRM starts as low as $25 per month through the Starter suite. Its pricing plans are on the more expensive end of CRM, especially towards the highest tiers, but for larger companies or brands with the budget, Salesforce will likely be worth the purchase.

Service and Support

Salesforce is reachable by phone or chat; if it is more convenient, you can request a callback later. I appreciate that Salesforce encourages customers to reach out with negative or positive remarks, as both are useful for improving future service.

Who should use it:
Larger sales teams or businesses needing advanced sales reporting, pipeline customizations and collaboration features

Learn more: Read our full Salesforce CRM review.

Pros & Cons

  • Highly customizable
  • Quotes and contracts
  • Forecast management
  • Auto-assign leads
  • Advanced reporting dashboards
  • Over 1,000 third-party integrations
  • Commitment-free plans
  • Free 30-day trial
  • No free plan available
  • Steep learning curve
  • Advanced analytics and reporting costs an extra $75 per user per month

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (48)

25%

I think Salesforce offers a great range of options, add-ons and integrations.

Pricing

Best CRM Software Of 2024 (49)

35%

It’s slightly expensive, but it could offer great value for the money depending on your budget and needs.

Service & Support

Best CRM Software Of 2024 (50)

15%

Salesforce has good support options, and I appreciate the willingness to listen to customers and improve.

Expert Score

Best CRM Software Of 2024 (51)

25%

I think Salesforce is a solid CRM option thanks to its features and the ease with which it can be integrated across a plethora of third-party apps. There is a slight learning curve.

Overall Score

Best CRM Software Of 2024 (52)

It is a solid choice for those already familiar with CRM and want a proven product their business can rely on.

Best for Project Management and Sales

monday.com

Best CRM Software Of 2024 (53)

4.3

Best CRM Software Of 2024 (54)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

(Free 14-day trial)

Paid plans

$12 to $28 per user

per month

Standout features

Project boards, quotes and invoices, account management

Best CRM Software Of 2024 (55)

Learn More Best CRM Software Of 2024 (56)

On monday.com's Website

No

(Free 14-day trial)

$12 to $28 per user

per month

Project boards, quotes and invoices, account management

Editor's Take

Monday.com provides a unique array of management tools that can help you stay on top of projects and attain maximum productivity while ensuring team members hit crucial deadlines.

General Features

Creating the exact sales CRM setup you need to manage everything from sales pipelines to capturing leads is easy. To get started with monday.com, I selected a few specific CRM features, and after creating an account, I tested the features. For instance, I set up a series of boards for contacts, leads, client projects and more.

I noted that the format of the boards felt similar to what I’d used in monday.com’s work management setup; if you are familiar with using other monday.com products, then the CRM side will feel very straightforward. However, if you’re new to its boards and organizational setup, it could take some getting used to.

Teajai Kimsey, a marketing expert and our advisory board member, agrees on the different setup of monday.com: “While it has some features like a CRM, it is laid out with a more project/deadline focus. You could call a project a ‘sales deal’ and add associated contacts, but that’s not really the way it’s set up.”

Add-Ons and Extras

Though monday.com does not have add-ons, it’s worth noting that it, of course, has a number of features that are only available with its top-tier plans. For example, these features include advanced administrative controls for team management purposes, the ability to restrict IP addresses, access to a dedicated account manager, all sales management and operations features, lead scoring and the ability to integrate with Salesforce.

Pricing

Monday.com is free to try. I like that you can test and become familiar with boards and tools at no cost and without having to share credit card information beforehand. If you decide to sign up for premium services, monday.com’s sales CRM starts at $12 per seat per month with the Basic plan.

Service and Support

You can contact monday.com’s support team by chat or email; you can also request a call. You can also access support articles, videos and community forum posts through the help center.

Who should use it:
Businesses or sales teams that need sales, project management and account management capabilities.

Learn more: Read our full monday.com review.

Pros & Cons

  • Competitively priced plans
  • Project and account management capabilities
  • Easy-to-use dashboard
  • Customizable pipelines
  • Unlimited contacts with every plan
  • Unlimited pipeline and boards
  • Quotes and invoices
  • 200-plus board and automation templates
  • Free 14-day trial
  • Three seat minimum for paid plans
  • Project features can be buggy
  • Automations have a monthly action limit

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (57)

25%

The system is relatively easy to use, especially if you’re a fan of monday.com’s other products. It’s very useful for staying organized and keeping up with multiple projects.

Pricing

Best CRM Software Of 2024 (58)

35%

Though monday.com CRM isn’t free, I think the pricing brings it within the budget of most potential customers.

Service & Support

Best CRM Software Of 2024 (59)

15%

While monday.com lacks an immediate method of contact that competitors offer, you can still reach live agents and should hear back promptly.

Expert Score

Best CRM Software Of 2024 (60)

25%

I appreciate the versatility of monday.com, even as it provides recognizable tools across its product offering. It could be overwhelming for some, but it is still a great project management resource.

Overall Score

Best CRM Software Of 2024 (61)

Monday.com is a great option for those wanting to organize their marketing and sales strategies in one place while using a relatively affordable CRM service.

Best for Sales Funnels

Apptivo

Best CRM Software Of 2024 (62)

4.3

Best CRM Software Of 2024 (63)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

(free 30-day trial)

Paid plans

$15 to $40 per user per month

(billed annually)

Standout features

Custom fields, workflow automation, configure price quote (CPQ)

Best CRM Software Of 2024 (64)

Learn More Best CRM Software Of 2024 (65)

Via partner site

No

(free 30-day trial)

$15 to $40 per user per month

(billed annually)

Custom fields, workflow automation, configure price quote (CPQ)

Editor's Take

Apptivo stands out as one of the best CRMs for its sales funnel builder and its level of flexibility and customization, making it a good choice for businesses striving to adapt the tool to their specific workflow rather than the other way around. Custom views, layouts and fields can be easily adjusted—this feature alone sets it apart from competitors that often prescribe a one-size-fits-all solution.

General Features

As a feature-rich CRM, it offers a range of features beyond vast customization capabilities and its advanced sales funnel builder, which allows businesses to get an intricate understanding of their sales process, from lead generation to deal closure. It also has helpful sales automation features, such as email sequencing, to save your sales team from spending time on repetitive tasks and ensure consistent follow-up.

It also has a mobile CRM, so it’s a good choice for businesses with on-the-go sales teams. While some CRM platforms may have sophisticated analytical tools, what I find unique about Apptivo is that it demystifies this by breaking down win-loss analyses, sales projections and performance metrics into digestible visuals. This means actionable insights are more readily available, even for those who aren’t data scientists.

Teajai Kimsey, our advisory board member, shared her thoughts on Apptivo’s features and functionality as well: “The interface is very basic and doesn’t seem to tie the pieces together within the program. For example, it doesn’t pick up a company website/name from the email domain. So companies have to be entered separately. But it does integrate with a large number of outside programs.”

Add-Ons and Extras

All available Apptivo features are included in its tiered plans. For example, its top-tier plans include the ability to connect to more apps, SMS functionality for sales and marketing purposes, more workflows (up to 300), email sequencing, custom branding, territory management and more.

Pricing

Apptivo starts at just $15 per month for the Lite plan when paying annually. Most plans are priced publicly, though you must contact the sales team for a quote to upgrade to the Enterprise plan. If you want to try Apptivo before purchase, you can sign up for a 30-day trial account or schedule a demo.

Service and Support

If you have questions or encounter any issues, you can contact Apptivo’s sales or support teams by phone or by completing the contact form on the website.

Who should use it:
Those needing a suite of business apps in addition to core CRM functionality

Pros & Cons

  • Feature-rich plans
  • Intuitive and easy to use
  • Advanced workflow automations
  • Built-in sales and marketing tools
  • 24/7 customer support
  • Free 30-day trial
  • Limited reports and dashboards
  • Missing some third-party integrations
  • Cloud storage limited
  • Lacks lead scoring
  • Lacks auto-lead routing

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (66)

25%

Apptivo offers a great range of features, including through its mobile CRM.

Pricing

Best CRM Software Of 2024 (67)

35%

It’s relatively affordable, with a month-long trial period to help you easily decide whether Appitivo is good for long-term investment.

Service & Support

Best CRM Software Of 2024 (68)

15%

It has pretty straightforward customer support options.

Expert Score

Best CRM Software Of 2024 (69)

25%

Apptivo is a solid CRM option with good features and pricing that should work for businesses of all sizes.

Overall Score

Best CRM Software Of 2024 (70)

It’s a scalable CRM solution that I think is a safe bet for most companies, even smaller teams.

Best Feature-Rich Free Option

Agile CRM

Best CRM Software Of 2024 (71)

4.2

Best CRM Software Of 2024 (72)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes, up to 10 users and 1,000 contacts

Paid plans

$9.99 to $64.99 per user, per month

billed annually

Standout features

Appointment scheduling, form builder, help desk

Best CRM Software Of 2024 (73)

Learn More Best CRM Software Of 2024 (74)

Via partner site

Yes, up to 10 users and 1,000 contacts

$9.99 to $64.99 per user, per month

billed annually

Appointment scheduling, form builder, help desk

Editor's Take

Agile CRM stands out as the most feature-rich free CRM, including the ability to automate complex marketing tasks, offering a lifeline to small businesses where resource constraints are a daily reality. The essence of the platform is to ensure that personnel limitations don’t translate into restricted marketing capabilities. The Drag-and-Drop Designer empowers even those with limited technical skills to create intricate marketing workflows. With just a few clicks, small businesses can construct multi-step campaigns, ‌nullifying the steep learning curve often associated with CRM platforms.

General Features

While many CRMs include sales and marketing features, I find that Agile CRM goes above and beyond in this area. In addition to its behavior-based segmentation, it automatically tags and scores leads based on distinct activities, such as email interactions and website visits. This feature allows small businesses to target the right audience segments, reducing the waste of resources on poorly targeted marketing campaigns. The real-time alerts about high-potential leads further help to streamline effort and focus.

Beyond marketing, Agile CRM also extends its automation into the sales process. The platform can qualify a lead and route it to the appropriate sales representative. This creates a harmonious alignment between sales and marketing teams, ensuring that leads don’t fall through the cracks and that customer engagement remains consistent and timely. By automating these various elements, Agile CRM provides small businesses with a tool that caters to their specific needs: Managing intricate marketing campaigns and customer interactions without requiring a steep investment of either time or money.

Add-Ons and Extras

In addition to its CRM, Agile CRM offers several other software solutions geared toward helping businesses improve their operations and drive more sales. This includes help desk software, service automation, live chat solutions and productivity tools such as RPA software, which can eliminate the need for repetitive tasks through bots, automations, task management and data management. And our advisory board member, Teajai Kimsey, adds that Agile has one of the better social media integrations.

Pricing

Agile CRM is free for up to 10 users. If you want access to features such as email campaigns or a landing page builder, you must sign up for a premium plan, which starts at $9.99 per month if billed annually. Overall, Agile CRM is very cost-effective and should fit the budgets of most companies.

Service and Support

If you aren’t sure where to start with Agile CRM, you can register for one of its weekly training workshops. For more traditional assistance, you can reach Agile’s support team by phone or email; if it’s easier, you can also have a support agent call you.

Who should use it:
Sales teams and businesses needing a robust free CRM option for a team of up to 10 users.

Pros & Cons

  • Free plan for up to 10 users and 1,000 contacts
  • Lead scoring and routing
  • Behavior-based segmentation
  • Easily build marketing workflows with its drag-and-drop builder
  • Sales, marketing and service features
  • Educational webinars available
  • Lengthy contract required for cheapest pricing
  • Limited integrations and plugins
  • Limited support at lower tiers

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (75)

25%

Agile CRM offers standout features. I appreciate its sensible use of automation and competent assistance with marketing campaign management.

Pricing

Best CRM Software Of 2024 (76)

35%

Forever freeware makes Agile a good choice for very small teams with a low premium starting cost that makes it work for most companies.

Service & Support

Best CRM Software Of 2024 (77)

15%

While Agile CRM has pretty standard support options, I would have liked some form of live chat.

Expert Score

Best CRM Software Of 2024 (78)

25%

Agile is a serviceable CRM with many of the essential sales and marketing management tools necessary in the space.

Overall Score

Best CRM Software Of 2024 (79)

It’s one of the top choices for CRM, especially if you are looking for a cost-effective option.

Best CRM for Sales, Marketing and Service

HubSpot

Best CRM Software Of 2024 (80)

4.1

Best CRM Software Of 2024 (81)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes, up to five users

Paid plans

$15 to $3,600 per month

(paid annually)

Standout features

E-signature software, call transcription, conversation routing

Best CRM Software Of 2024 (82)

Learn More Best CRM Software Of 2024 (83)

On HubSpot's Website

Yes, up to five users

$15 to $3,600 per month

(paid annually)

E-signature software, call transcription, conversation routing

Editor's Take

HubSpot earns its reputation as a go-to CRM for businesses of all sizes thanks to its advanced features, including robust sales and marketing tools to help supercharge businesses. One key advantage is its ability to scale with a business between its free and low-cost plans and comprehensive enterprise-level plan, making it ideal for businesses of all sizes and growth stages.

General Features

HubSpot is a sales and marketing CRM that offers a wide range of features geared towards helping businesses sell more efficiently, such as form automation, list segmentation, live chat and SEO recommendations, helping businesses generate leads, manage customer relationships and market without breaking the bank.

Teajai Kimsey, a digital marketing professional of over 20 years and our CRM Advisory Board expert, says, “I’ve used HubSpot since 2016 and have set up two other businesses on this CRM. One thing that I use a lot is the reporting dashboards for sales, marketing and service. The platform does a great job of tracking where leads originated, whether it’s paid or organic.

Another fun fact is that HubSpot integrates with CallRail—a system that tracks calls from Google Ads—and even adds the contact to the database automatically.”

Add-Ons and Extras

In addition to its CRM, HubSpot offers a unified dashboard for marketing, sales, customer service, operations and commerce functionalities, which avoids the cost and complexity of integrating multiple stand-alone tools. HubSpot’s detailed list segmentation enables granular targeting, giving businesses a leg up in creating personalized marketing strategies.

Pricing

HubSpot starts at $0 thanks to its free plan, which is available for up to five users; no credit card is required to sign up. Upgrading to the Starter plan costs $15 per seat per month and works for those who want access to essential marketing tools such as landing pages, email marketing support and live chat.

If you create a custom bundle, you can buy strictly marketing or sales tools or combine features and either pay an annual subscription upfront or pay month-by-month. I like the flexibility of creating my own custom bundle and deciding whether to pay monthly or pay for everything at once. HubSpot’s pricing and feature flexibility easily suit the needs of a wide range of businesses.

Service and Support

If you are using HubSpot for free, you can access the community help center. If you pay for the Starter plan, you can contact live support by email or chat. Professional and Enterprise-level customers can reach the support team by phone. I am not a fan of turning customer support into a hierarchy, and if you aren’t interested in paying extra to guarantee timely support, alternative CRM services are available.

Who should use it:
Businesses that want to integrate their sales, marketing and service teams together on one platform

Learn more: Read our full HubSpot CRM review.

Pros & Cons

  • Free option for up to two users
  • Integrates with its marketing and service tools
  • Supports multiple currencies
  • Paid tiers require a minimum of two users
  • Paid marketing and service tools cost extra
  • Free option is extremely limited

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (84)

25%

HubSpot has an excellent range of service features that should maximize sales effort.

Pricing

Best CRM Software Of 2024 (85)

35%

HubSpot is free to use and its premium plans work for most businesses. I think it offers great value for money.

Service & Support

Best CRM Software Of 2024 (86)

15%

I am not a fan of tiered support structures, especially as making customers pay more for assistance doesn’t inherently speak to the quality of support.

Expert Score

Best CRM Software Of 2024 (87)

25%

HubSpot is a reliable tool for CRM tool and is flexible enough to work for businesses both small and large.

Overall Score

Best CRM Software Of 2024 (88)

I think it’s a decent choice for CRM services, though there are more serviceable options that lack tiered support.

Best for Large Teams

Bitrix24

Best CRM Software Of 2024 (89)

4.1

Best CRM Software Of 2024 (90)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes

(unlimited users)

Paid plans

$49 to $249 for five to 100 users

Standout features

Online store, website builder, paid marketing management

Best CRM Software Of 2024 (91)

Learn More Best CRM Software Of 2024 (92)

Via partner site

Yes

(unlimited users)

$49 to $249 for five to 100 users

Online store, website builder, paid marketing management

Editor's Take

Bitrix24 is one of the best CRMs that offers a feature-rich free forever plan with unlimited users. It has a wide range of features, including project management, lead generation, task management, file management, a website builder, a myriad of marketing tools and more. Another feature that I find makes it a good choice for larger businesses is that it also includes contact center software. While its paid plans appear very expensive at first glance, unlike most CRMs, its plans include multiple users, so while it starts at $49 per month, this is for up to five users, making it one of the most competitively priced CRMs on our list for businesses with larger-sized teams.

General Features

Bitrix24 goes beyond the standard CRM feature set with a range of features covering a variety of components in business, from lead generation and fostering contacts to managing projects, marketing and even building a website. Bitrix features include:

  • Contact management
  • Task dependencies
  • Customer segmentation
  • Sales pipelines
  • Sales automations
  • Unlimited deals
  • Invoicing
  • Project management
  • Website builder
  • Analytics
  • Marketing tools (including bulk email)
  • Free templates

On the other hand, while Bitrix24 offers a wide array of features, it lacks the ability to enrich customer data from social, schedule appointments, auto-route leads and perform behavior-based segmentation.

Teajai Kimsey, our advisory board member, appreciates Bitrix24’s interface a handful of features:

“The interface is clean, colorful and intuitive, which I really appreciate because I love to use color as part of my organization process. They have AI called ‘CoPilot’—one of the few CRM tools that has integrated AI as part of the platform. I am sure we’ll see this integration more and more in the coming year. There are also options on how you want to view the CRM, like Kanban or list view. It has a good email marketing function, and it features ‘Robotic Process Automation’ to perform tasks that are repeated with each new contact or customer.”

Add-Ons and Extras

Outside of Bitrix24’s CRM, it also offers several other software solutions. These include a unified telephony system, a calendar tool to improve team organization, a contact center solution to help businesses better serve their customers, advanced task management, and an e-commerce-enabled website builder.

Pricing

Thanks to its free plan, Bitrix24 has a starting price of $0. Premium plans start at $49 per organization per month if you sign up for an annual subscription. Each pricing tier covers a specific number of users until you get to the Enterprise plan, which adjusts your rate according to how many additional people you intend to add.

In addition to how scalable Bitrix24 is in terms of pricing, I appreciated how each plan clarified how much of a feature you would be getting at a certain plan tier. For example, while you get a few “tasks and projects” features with a free plan, as you upgrade you unlock a more comprehensive experience with each category. This approach makes it easier to gauge whether a certain plan represents good value for money.

Service and Support

Bitrix24 provides varying levels of support according to your plan. Free users can access self-help tools such as a free webinar, newsletter and Bitrix24 Partners. There’s also the helpdesk section, where you can find all sorts of support articles that cover general questions and troubleshooting.

For more specialized support, you need at least the Basic plan, which includes live chat support during business hours. Similar premium support is available for on-premise plans. You can send an email or, if you’re in the United States, leave a voicemail message.

Who should use it:
E-commerce and online businesses with larger teams that generate sales from paid social media marketing

Learn more: Read our full Bitrix24 review.

Pros & Cons

  • Online marketing features
  • Free option for unlimited users
  • Project management features
  • Complex user interface
  • Five users minimum for paid plans
  • Can be difficult to use

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (93)

25%

Bitrix24 has many CRM features available but falls slightly behind in some areas.

Pricing

Best CRM Software Of 2024 (94)

35%

It’s a scalable solution with plans that should work for companies of different sizes.

Service & Support

Best CRM Software Of 2024 (95)

15%

You’ll need to upgrade to improve your Bitrix24 support experience.

Expert Score

Best CRM Software Of 2024 (96)

25%

It’s a decent CRM option that could benefit from a few more advanced features found with more popular services.

Overall Score

Best CRM Software Of 2024 (97)

I appreciate the transparency regarding which plans are best for accessing specific CRM features, though I do think some competitors offer slightly better services and that includes support options.

Best for Service Providers

HoneyBook

Best CRM Software Of 2024 (98)

4.0

Best CRM Software Of 2024 (99)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

(free 7-day trial)

Paid plans

$8 to $33 per month

(billed annually)

Standout features

Contract management, proposal management, invoicing

Best CRM Software Of 2024 (100)

Learn More Best CRM Software Of 2024 (101)

On HoneyBook's Website

No

(free 7-day trial)

$8 to $33 per month

(billed annually)

Contract management, proposal management, invoicing

Editor's Take

HoneyBook is a client workflow management solution with a top-notch CRM built-in, giving service providers all the features they need to manage contacts and customers, schedule appointments, sign contracts, manage projects, create invoices, accept online payments and more. I find that it is well-designed with a modern and intuitive interface, making it easy for new users to hit the ground running. While it doesn’t have a free version, it does offer low-cost plans starting at $8 per month when billed annually, making it one of the more affordable options in the market.

General Features

What I really like about HoneyBook is that it is designed to meet the needs of service providers. It allows users to manage contacts, create automated workflows to avoid repetitive tasks, schedule meetings or book appointments, manage projects, send invoices, accept online payments and more. It also gives users the ability to track inquiries, helping you and your team stay on top of any incoming leads. HoneyBook also offers built-in forms questionnaires, giving businesses an easy way to follow up with clients and customers.

On the other hand, it lacks more advanced marketing features, such as customer segmentation, drip email marketing and campaign management like HubSpot. It also lacks the ability to enrich customer data using websites or social media profiles like Nimble CRM.

Teajai Kimsey, our advisory board member, noted a few features she enjoys about HoneyBook:

“Once set up, the opening dashboard is a nice ‘at a glance’ screen to give you current performance, tasks, appointments etc. It will sync contacts from Gmail or Outlook—great for setting up a new database or adding a new employee with their own outside business contacts. It has a Chrome extension that allows new contacts and deals to be added from the Gmail inbox, which keeps you from having to switch between tabs. Being a fan of all things Google, the Chrome extension is a big plus. And since I often do freelance work, the time-tracker is something I can see myself using.”

Add-Ons and Extras

All HoneyBook features are available as part of a plan. However, it’s worth mentioning that while its entry-level Starter Plan ($8 per month) offers a long list of features, it does lack in a couple of areas. To start, with its built-in scheduler, users can only create one session type with this plan, which will likely be too limiting for the average user. The Starter plan also lacks automations, expense tracking, roles and permissions and the ability to connect to many integrations, such as QuickBooks, Zapier, Meta ads, Zoom and Calendly. That said, chances are, you will find its mid-tier Essential plan to be more suitable. It jumps in price to $16 per month with annual billing.

Pricing

HoneyBook starts as low as $8 monthly through the Starter plan, although you could pay less if there is a discount available. Whether you go month by month or choose to pay upfront for a yearly subscription, I think HoneyBook’s pricing easily fits the budget of most small businesses. If you aren’t sure about committing to a paid plan, HoneyBook offers a seven-day trial.

Service and Support

HoneyBook offers 24/7 customer support by email and phone, with differing contact options available if you need to connect with sales, customer service or the security team. There are also self-help options available through the website’s help center. I do think HoneyBook could benefit from a live chat option, particularly since there’s evidence that contacting HoneyBook for problem-solving via phone is effective, given that the only phone number available is primarily for handling billing inquiries.

Who should use it:
HoneyBook is an ideal CRM and client management solution for businesses in the service industry, such as home service providers, consultants, law firms, marketing agencies and creatives (such as professional photographers).

Learn more: Read our full HoneyBook review.

Pros & Cons

  • Affordable, with plans starting at $8 per month
  • Intuitive and user-friendly
  • Workflow automations
  • Manage projects
  • Easily schedule appointments
  • Sign contracts
  • Built-in invoicing
  • Accept online payments
  • Free seven-day trial
  • 60-day money-back guarantee
  • No free plan
  • Missing advanced CRM features
  • Lacks advanced marketing tools, like HubSpot

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (102)

25%

HoneyBook has a fair range of features for managing tasks, but I think it isn’t quite as advanced as top CRM options.

Pricing

Best CRM Software Of 2024 (103)

35%

It has a reasonable starting price, whether paying upfront annually or month by month.

Service & Support

Best CRM Software Of 2024 (104)

15%

There are ways to contact HoneyBook support, but the available methods could be more efficient.

Expert Score

Best CRM Software Of 2024 (105)

25%

HoneyBook is a decent option that would probably work best for service providers or those who want a more straightforward CRM solution.

Overall Score

Best CRM Software Of 2024 (106)

It lacks more advanced CRM tools but could still work for small businesses seeking a simple and affordable solution.

Best for Social Media Integrations

Nimble CRM

Best CRM Software Of 2024 (107)

4.0

Best CRM Software Of 2024 (108)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

(free 14-day trial)

Paid plans

$24.90 per user, per month

(billed annually)

Standout features

Data enrichment, group messaging, form builder

Best CRM Software Of 2024 (109)

Learn More Best CRM Software Of 2024 (110)

Via partner site

No

(free 14-day trial)

$24.90 per user, per month

(billed annually)

Data enrichment, group messaging, form builder

Editor's Take

Nimble CRM elevates the practice of customer relationship management by embedding social media into its core functionality. While most CRMs offer social media as an afterthought or add-on, Nimble centralizes it, offering social profile matching and enrichment right off the bat. By automatically fetching and integrating information from various social networks into your contact records, Nimble provides a 360-degree view of clients and prospects, offering businesses a richer context and more meaningful engagement points.

General Features

Beyond its standout social media features, Nimble offers specialized features such as data enrichment and group messaging. Data enrichment allows businesses to augment their existing contacts with additional details, thereby adding layers of insights that can be pivotal for targeted marketing. Group messaging, on the other hand, is not mere mass mailing; it’s a feature designed to send personalized messages to segmented contacts, complete with open-and-click tracking.

Teajai Kimsey, our advisory board member, is a fan of the dashboard feature in Nimble: “I really like the ‘Today’ dashboard in this CRM. It’s a fully customizable widget to show what’s most important to the user (deals, tasks, etc.).”

Add-Ons and Extras

One thing about Nimble that I find not only unique but also very helpful is that in addition to its CRM, it also has a sales prospecting extension. With it, users can more quickly source new leads, enrich existing contact records with information from social media and websites, and quickly access contacts from any webpage.

Pricing

Nimble CRM has a very straightforward plan structure. It starts at $24.90 per month with annual pricing; paying monthly costs $29.90. I think Nimble’s pricing suits small businesses that want a transparent payment structure and absolutely no guesswork. Thanks to Nimble CRM’s 14-day trial, you know exactly what features you’re buying and if it’s worth your budget before purchasing its service.

Service and Support

Nimble has what I consider to be a pretty robust customer support system. It has a customer care section with articles and videos to help you understand and use its product. It also has an AI chat feature that directs you to live sales and support agents and tells you exactly when they are online or will become available. For instance, I was informed an agent would be online in two hours; I could leave a brief message that explained my question or issues ahead of time.

In addition to the support section, you can also send emails to relevant departments or even join an “Introduction to Nimble” webinar.

Who should use it:
Those needing a no-frills CRM solution with straightforward pricing and solid prospecting features

Pros & Cons

  • Single-tier pricing structure
  • 14-day free trial that gives access to all features
  • Sales prospecting tools
  • Doesn’t offer multiple tiers
  • Limit on contact records
  • Limit on group messaging

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (111)

25%

Decent range of CRM tools under a single plan, but I’ve seen greater diversity elsewhere.

Pricing

Best CRM Software Of 2024 (112)

35%

I really appreciate Nimble’s pricing, which is a very straightforward solution.

Service & Support

Best CRM Software Of 2024 (113)

15%

It seems Nimble does go out of its way to offer proactive solutions to any questions newer users might have.

Expert Score

Best CRM Software Of 2024 (114)

25%

As much as I appreciate Nimble’s pricing and features, I do wonder if a wider range of plan options would lend itself to a broader range of features and add-ons.

Overall Score

Best CRM Software Of 2024 (115)

Nimble is a decent option with pricing that works for companies that desire transparency and are worried about hidden costs.

Best for Built-in Calling and Text

Salesmate

Best CRM Software Of 2024 (116)

4.0

Best CRM Software Of 2024 (117)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

Paid plans

$23 to $63 monthly per user

(paid annually)

Standout features

Calling and text, web forms, custom roles

Best CRM Software Of 2024 (118)

Learn More Best CRM Software Of 2024 (119)

Via partner site

No

$23 to $63 monthly per user

(paid annually)

Calling and text, web forms, custom roles

Editor's Take

Salesmate is a modern and intuitive solution that zeroes in on what smaller enterprises need most: tracking, organizing and automating sales activities without overcomplicating the process or overstretching the budget. The tiered pricing plans, starting at $23 per user per month with annual billing, offer flexibility in feature sets, allowing businesses to incrementally integrate more advanced functionalities such as Goal Management and Power Dialer as they grow.

General Features

It goes beyond mere contact management to offer features such as multiple pipeline management and workflow customization. These functionalities bring discipline to your sales operations, enabling a company to monitor deals in various stages and to automate repetitive tasks. The Team Inbox feature in its higher plans consolidates all customer correspondence in one place, making team collaboration more organized and effective. Email sync and tracking amplify your outreach strategy by offering real-time updates on how recipients interact with your emails.

Teajai Kimsey, our advisory board member, sees a lot of value in Salesmate’s features:

“Salesmate states that they specialize in small to mid-size businesses. That being said, they have some unique features that are really interesting when you want to know which sales/marketing efforts are the most successful:

  • Real-time location of where the lead forms/calls were initiated (i.e., Africa or down the street in Chicago)
  • Superior telephony integration, from call recording to tracking and more
  • Email tracking (open, click, etc.) without requesting a “read” receipt
  • SMS from within the app so each text is a part of the individual contact record because it goes through the app, not your cell phone
  • Imports contacts from Google or Outlook
  • Ability to track web visitors in real time”

Add-Ons and Extras

Beyond its CRM, Salesmate also offers email and SMS marketing software to help businesses communicate easily with contacts, automation to supercharge operations, campaigns to generate leads and analytics for added insights to help businesses make informed and strategic decisions.

Pricing

Despite its starting price of $23 per user per month, which is not the most competitive, I find that Salesmate CRM is a good value for price. It is a scalable solution, with a good amount of sales, marketing and management tools available with each plan, with the right balance to make upgrading make sense as your company grows and needs change. The Enterprise level provides a fully customizable experience, though you must request a sales quote.

For those who need more time to consider the product, Salesmate offers a 15-day trial. During this trial, you get unlimited access to the product and can better determine if its features work for your CRM needs. No credit card is required, and you can cancel anytime during the trial.

Service and Support

Salesmate has a support portal through which you can access useful video tutorials, search the help center for answers to common questions and use the community forums. As for live support, there is a website contact form. I do think Salesmate’s support options are somewhat lackluster compared to other providers, particularly if a customer is facing a timely issue.

Who should use it:
Businesses with salespeople or teams who make a lot of outbound calls

Pros & Cons

  • Modern and user-friendly interface
  • Auto dialer and voice mail drop features
  • Goal management
  • Add-on upgrades available
  • Easy-to-use dashboard
  • Free 15-day trial
  • Customer support could be improved
  • Missing some marketing and service features
  • Add-on upgrades cost extra

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (120)

25%

I appreciate the range of features and the efficiency they bring to your business’s sales strategy.

Pricing

Best CRM Software Of 2024 (121)

35%

There are more affordable options available, but Salesmate still has the potential to offer good value for money.

Service & Support

Best CRM Software Of 2024 (122)

15%

If timely support is a major concern, this may be a non-starter for some business owners.

Expert Score

Best CRM Software Of 2024 (123)

25%

I think it has the right features, and if the free trial is convincing, it may be worth considering.

Overall Score

Best CRM Software Of 2024 (124)

While it may fall behind some of the more popular CRM options, it’s still a very solid solution.

Best CRM With Helpdesk Integrations

Zendesk Sell

Best CRM Software Of 2024 (125)

3.9

Best CRM Software Of 2024 (126)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

Paid plans

$19 to $115 per agent per month (paid annually)

Standout features

Multiple pipelines, marketing automation, multichannel communication

Best CRM Software Of 2024 (127)

Learn More Best CRM Software Of 2024 (128)

On Zendesk Sell's Website

No

$19 to $115 per agent per month (paid annually)

Multiple pipelines, marketing automation, multichannel communication

Editor's Take

Zendesk Sell is a leading CRM platform from Zendesk, which also offers a separate help desk platform that you can integrate with your CRM. With Zendesk for Service, you can manage support tickets, create chatbots, set up a help center for customers to use and communicate with customers via social media and more. I really like this feature because it streamlines communication channels and consolidates customer interactions, making it easier to provide efficient and personalized support.

Soumya Mahapatra, the CEO of Essenvia, shared his experience with using Zendesk Sell: “We’ve been using Zendesk Sell for our CRM work for several years now in part because Zendesks’ other services are such a core part of our business. We use them for our help center, for analytics and for chat, along with a few other features we’re experimenting with. The prospect of having one fewer software license to manage was one of the big reasons we went with Zendesk for CRM, and we definitely haven’t been disappointed. While there are dedicated CRM platforms out there with more features in that particular domain, Zendesk is so flexible that we have a hard time saying no to it.”

When testing Zendesk Sell, I focused primarily on its capability to customize up to 20 sales pipelines. This feature allowed me to experiment with different configurations to see how well the tool could adapt to varied sales processes. Setting up each pipeline to mimic different segments of a typical market allowed me to gain insights into how this could potentially streamline operations for a sales team. APIs on its base plan is a boon, too.

General Features

Sell Team, Zedesk Sell’s cheapest plan, offers APIs, pre-built dashboards, call tracking and recording, text messages, email and calendar integrations and up to two customizable sales pipelines.

Another aspect I explored in depth was the integration with email and calendars. During the trial, I could see how it might reduce scheduling conflicts and streamline communications. Automatic updates are a valuable feature for maintaining order and ensuring no customer interaction is overlooked.

The call tracking and recording feature is quite thorough. I tested how it recorded interactions, noting the ease with which one could replay and analyze calls. This functionality suggested it would be useful for teams needing detailed records of customer interactions for compliance or quality assurance purposes.

Add-Ons and Extras

While Zendesk Sell has no free plan, its trial lets you test out each plan level, including its highest tier with task automation, prospecting, sales forecasting, goals tracking and deal scoring. For a CRM to lock its deal scoring behind its most expensive plan is unusual—some offer lead scoring for free.

Add-ons include Premier plans, which give a one-hour response time guarantee, tailored monitoring, 24/7 support and a designated support team. A technical account manager can be added to help tailor your tech projects and help each Zendesk service work cohesively. Professional services are also available as an add-on. These allow for hands-on configuring of your CRM, consulting, data migration, custom apps and more.

Pricing

Zendesk Sell plans start at $19 per agent per month when paid annually and $25 month-to-month. For its Sell Professional plan, you’ll pay $149 per agent, per month when paying month-to-month or $115 per agent per month when paying annually. It also has an enterprise plan starting at $169 per user, per month on an annual subscription.

Service and Support

Zendesk Sell’s multi-language support enhances global usability. It offers digital support through its help center and community forums, which provide immediate answers and troubleshooting assistance.

For newcomers, the CRM includes on-demand training and guided learning paths to facilitate quick mastery of its features. For businesses requiring deeper support, Zendesk Sell offers additional services such as Premier Plans, a Technical Account Manager and Professional Services. These add-ons are designed for users needing advanced help with customization or integration, and they incur an additional cost. This setup allows businesses to scale support based on their specific requirements and complexity.

Who should use it:

Teams that require a highly customizable CRM with detailed tracking and support for scaling customer relationship management should consider Zendesk Sell.

Learn more: Read our full Zendesk Sell review.

Pros & Cons

  • Pre-built sales dashboards
  • Integrates with Zendesk Service
  • User-friendly interface
  • API access for all plans
  • Limited number of customizable pipelines
  • No free option
  • Customer service platform costs extra

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (129)

25%

I think Zendesk Sell adapts well to varied business needs with its customizable pipelines and integration options. This flexibility supports diverse sales strategies.

Pricing

Best CRM Software Of 2024 (130)

35%

With a starting price of $19 per user per month and tiers extending up to $169 for advanced functionalities, Zendesk Sell offers a structured pricing scale to accommodate different sizes of businesses, though the cost can add up for smaller teams or startups. And unfortunately, its lack of a free plan hurt its score.

Service & Support

Best CRM Software Of 2024 (131)

15%

Zendesk Sell provides multilingual support and a comprehensive digital help center. The availability of advanced support options as add-ons ensures that businesses can enhance their service experience as needed, though one has to wonder if there isn’t an alternative that offers enhanced support as part of its core offering.

Expert Score

Best CRM Software Of 2024 (132)

25%

Zendesk Sell is effective for businesses that prioritize detailed customer engagement tracking and need a CRM that grows with their operations.

Overall Score

Best CRM Software Of 2024 (133)

Zendesk Sell is suited for organizations that seek detailed insights and control over their customer relations and sales processes.

Best for à la carte add-ons

Pipedrive

Best CRM Software Of 2024 (134)

3.9

Best CRM Software Of 2024 (135)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

Paid plans

$14 to $99 per seat per month (paid annually)

Standout features

More than 400 integrations, personalized onboarding, AI sales assistant

Best CRM Software Of 2024 (136)

Learn More Best CRM Software Of 2024 (137)

On Pipedrive's Website

No

$14 to $99 per seat per month (paid annually)

More than 400 integrations, personalized onboarding, AI sales assistant

Editor's Take

During my review of Pipedrive, its practical approach to scalability struck me, especially considering its Enterprise-level plan is only $99 per seat per month. The starting plan at $14 per seat per month provides essential CRM features, making it accessible for smaller businesses or those just beginning to systematize their sales processes. This entry-level price includes tools for managing leads and pipelines, which are fundamental for organizing sales activities.

What sets Pipedrive apart, however, are its add-on upgrade features. For an additional fee, you can choose to include website visitor tracking, lead generation, email marketing, document management or project management functionality. The upside is you only have to pay for the features you want. The downside is these cost extra in addition to your core CRM fee.

Dillon Hill, Head of Growth at Cosmoforge, shared why he likes Pipedrive: “Pipedrive stands out as our top recommendation for small businesses primarily due to its intuitive dashboard design. Even those new to CRM systems will find it straightforward to locate essential features, overcoming one of the most common hurdles with adopting new technology. This ease of navigation significantly increases the likelihood of leveraging the full benefits of the system. Additionally, Pipedrive’s transparent pricing model eliminates financial surprises, making it a practical choice for budget-conscious businesses.”

General Features

Pipedrive’s Essential plan allows for up to 3,000 deals per company, 30 custom fields per company and 15 reports per user. With this plan, you can manage leads and deals, customize your pipelines easily, have a leads inbox, get notifications when a deal is idle too long, track your communications and access hundreds of integrations.

Each successive tier of Pipedrive builds on the last, introducing more sophisticated capabilities. For instance, the Advanced plan not only retains all features from the Essential plan but also introduces automation builders and email tracking, which is important for enhancing marketing communications. The Professional and Power plans further extend these functionalities with AI-driven tools and comprehensive project management features, catering to more complex sales operations.

Add-Ons and Extras

What particularly impressed me was the Projects add-on. This feature integrates directly into the CRM, offering tools for detailed project oversight. It organizes tasks, timelines and interactions within Pipedrive, which could significantly improve how sales projects are managed, especially for teams dealing with multifaceted sales cycles.

Pricing

Pipedrive plans start at $14 per seat per month, billed annually, and go up to $99 per seat per month, billed annually. Its most popular plan includes an AI sales assistant and email tools for $49 per seat per month, billed annually. It has no free plan.

Service and Support

With support in 22 languages, Pipedrive caters to a diverse, global user base. It includes an online help center and chatbot support, available to all users for quick troubleshooting and answers to common questions.

Live chat support is provided round-the-clock for most plan levels. However, the extent of live support availability varies based on the subscription plan chosen.

For more personalized assistance, Pipedrive offers specialized support options like personalized onboarding and access to a dedicated customer success manager, but these services are contingent upon meeting minimum seat requirements. This tiered approach ensures that larger teams or those with more complex setups receive support that aligns with their needs.

Phone support is included for users on higher-tiered plans.

Who should use it:

Pipedrive is perfect for businesses that need flexible, visual tools for managing sales processes and prefer a pricing model that allows them to scale features according to growth.

Learn more: Read our full Pipedrive review.

Pros & Cons

  • Flexible add-on structure allows businesses to pay only for needed features
  • Pricing structure supports businesses of various sizes and stages of growth
  • Integration of project management with CRM functionalities aids in maintaining oversight of complex sales cycles
  • Add-ons can increase the overall cost compared to all-inclusive CRMs
  • No free plan
  • There is no human support from Pipedrive on its lowest-priced plan

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (138)

25%

I think Pipedrive’s visual pipeline management and the flexibility of its à la carte add-ons provide essential tools that support varied sales processes and business sizes.

Pricing

Best CRM Software Of 2024 (139)

35%

Pipedrive’s pricing model, starting at $14.90 per user per month, offers a competitive rate with the flexibility to add features as needed, which ensures scalability.

Service & Support

Best CRM Software Of 2024 (140)

15%

With 24/7 live chat, multilingual support and tier-dependent phone support, Pipedrive ensures help is available for users across all plans. However, its lowest-priced plan doesn’t have much support other than self-service options or a chatbot.

Expert Score

Best CRM Software Of 2024 (141)

25%

Pipedrive provides a customizable CRM experience that adapts to specific business needs with its expansive feature set and flexible add-ons.

Overall Score

Best CRM Software Of 2024 (142)

Pipedrive offers a solid CRM platform with specific strengths in customization, which is suitable for managing complex sales activities.

Best for AI-powered sales features

Freshsales

3.9

Best CRM Software Of 2024 (144)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes, for up to 3 users

Paid plans

$9 to $59 per user per month

(paid annually)

Standout features

AI assistance, Kanban views, mobile app, email templates

Learn More

Read Forbes' Review

Yes, for up to 3 users

$9 to $59 per user per month

(paid annually)

AI assistance, Kanban views, mobile app, email templates

Editor's Take

During my testing of Freshsales, I found the 21-day trial period to be extremely useful for thoroughly exploring its capabilities without requiring any upfront investment. The CRM starts at a monthly fee of $9 per user when billed annually, making it one of the more affordable options on the market. This affordability, coupled with a great set of foundational features in the Basic plan, including contact, account and deal management represented in Kanban views, provides a solid base for any small to medium-sized business starting their CRM journey.

Jeremy Vrchota, CEO of Cota Systems, shared his experience with Freshsales: “As a startup, Freshsales has been a great tool for our company. The interface was easy to use and understand. The CRM software has been very adaptable to our business needs, being able to customize each page, field and sales pipeline. Freshsales has made it easy to manage our leads and track all correspondence via email sequence analytics to help us succeed as a small business.”

General Features

Freshsales includes a dashboard where managing contacts, accounts and deals is straightforward and visually organized. The free tier supports basic CRM functionalities for up to three users and is ideal for startups.

The Basic plan provides an effective setup for managing contacts, accounts and deals with visual tools like Kanban charts, which allow for the tracking of sales processes. Higher plans introduce more detailed sales management tools like sales forecasting and automated workflows, which is beneficial for businesses scaling their operations.

Add-Ons and Extras

Upon upgrading to a higher-tiered plan, the introduction of AI tools and advanced custom fields significantly expands Freshsales’ capabilities. These features support a deeper analysis and automation of sales activities, although navigating the interface to use these advanced features proved a bit challenging at times. Despite its simplicity in some areas, Freshsales may require a learning period to maximize the use of its more sophisticated tools.

Pricing

Freshsales offers a free CRM for up to three users that include all the basics such as contact management, account management, activity timelines and kanban views. Paid plans start at $9 per user per month, billed annually, and go up to $59 per user per month, billed annually.

Service and Support

Support options across all plans include email, phone and chat 24×5, ensuring help is readily available during business hours. Freshworks Academy teaches you the ins and outs of how to use its tools, and there’s even a certification. Otherwise, access its knowledge base or community support.

Who should use it:

Freshsales is a great choice for businesses that want to enhance their sales processes without things getting too overwhelming, though learning the ins and outs of the platform takes a little getting used to.

Learn more: Read our full Freshsales review.

Pros & Cons

  • Offers a completely free plan
  • Affordable entry point for its paid plans
  • AI-powered tools
  • 21-day free trial
  • Some features are less intuitive
  • Doesn’t offer 24/7 support
  • Limits on number of custom roles, and these are only available on higher-tiered plans

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (147)

25%

I think the base features of Freshsales meet essential CRM needs with advanced functionalities available through upgrades, which will support businesses as their requirements evolve.

Pricing

Best CRM Software Of 2024 (148)

35%

Freshsales is priced to accommodate businesses at various stages, offering significant value, particularly to those new to using CRM systems. Its free option gives it a leg up on much of its competition.

Service & Support

Best CRM Software Of 2024 (149)

15%

It provides dependable support across all plans, even its free tier. Its Academy and webinar series is great, too.

Expert Score

Best CRM Software Of 2024 (150)

25%

Freshsales offers solid tools that support both fundamental and advanced sales management activities, making it suitable for a wide variety of business sizes.

Overall Score

Best CRM Software Of 2024 (151)

Freshsales is a versatile CRM platform that balances essential functionalities with advanced features, making it an excellent choice for businesses aiming to enhance their sales processes without overwhelming complexity.

Best for traveling salespeople

Insightly

3.9

Best CRM Software Of 2024 (153)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

Yes, for up to two users

Paid plans

$29 to $99 per user per month

(paid annually)

Standout features

Marketing and service integration, custom apps, lead assignment

Learn More

Read Forbes' Review

Yes, for up to two users

$29 to $99 per user per month

(paid annually)

Marketing and service integration, custom apps, lead assignment

Editor's Take

During my free trial of Insightly, I found its mobile app great for managing sales tasks on the go, which is ideal for traveling salespeople or field teams. While Insightly has a free plan, its accessible starting price of $29 per user per month, billed annually, offers another relatively economical option. Its 14-day trial is great for testing its primary CRM capabilities, such as lead routing and email automation, and its detailed project management tools, such as task scheduling and monitoring through interactive dashboards.

Vance Tran, the co-founder of Pointer Clicker, likes Insightly for its ticketing feature: “When it comes to customer service teams relying heavily on ticketing, we often point them to Insightly. The ability to track and manage support requests is where this platform truly shines compared to sales-driven alternatives. Overall it’s a great fit for any business where customer support is core.”

General Features

I had a lot of success with Insightly’s project oversight tools. It gives detailed permission settings and plenty of customization options, allowing you to adapt the system to various business requirements. The mobile app’s features, like scanning business cards directly into sales pipelines and recording voice notes, significantly enhance productivity for field teams or even solopreneurs who like to keep tabs on their own progress.

Add-Ons and Extras

With Insightly All-in-One, you can access its CRM, Marketing, Service and AppConnect tools, though this comes with quite a hefty price tag. These plans start at $349 per month and go all the way up to $2,599 per month—billed annually.

In addition, with All-in-One, you’re paying for AppConnect setup, which is a required $3,000. This is on top of the $1,500 guided product onboarding and a $3,000 minimum annual spend for Premier Support and Success (or 20% of the license, whichever is higher).

Pricing

CRM plans start at $29 per user per month, billed annually, and go up to $99 per user, per month, billed annually. It also has a free plan for up to two users.

Service and Support

Insightly offers phone and email support, as well as paid onboarding and low-code setup, both at a hefty price tag. Paid onboarding is $1,500. Basic support gives a 24-hour response during business hours, whereas for 20% of your Insightly investment (a minimum of $3,000 per year), you can get a four-hour response time 24×5. While this may work great for Enterprise customers, it’s not all that friendly of a support option for small businesses.

Who should use it:

Insightly is best suited for medium to large businesses that can afford higher-tier support and are looking for a CRM with mobile functionality and project management features.

Learn more: Read our full Insightly review.

Pros & Cons

  • Permission settings allow for strict control of data access
  • Offers a free plan for up to two users
  • Mobile app
  • Basic support offers limited responsiveness
  • High cost for enhanced support and onboarding makes it less accessible for smaller businesses
  • Additional fees for necessary features such as lead scoring and built-in dialing

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (156)

25%

I think Insightly’s integrated sales and project management tools can help teams manage tasks efficiently from anywhere, which is quite useful for mobile and field teams.

Pricing

Best CRM Software Of 2024 (157)

35%

While Insightly provides a variety of powerful tools, its starting price and additional costs for essential services like onboarding ($1,500) and advanced support (min. $3,000/year) may strain the budgets of smaller businesses, making it less accessible for those with limited financial resources, even with a free plan.

Service & Support

Best CRM Software Of 2024 (158)

15%

Support options vary significantly; basic support promises 24-hour response times during business hours, which may not be adequate for all users. Comprehensive support, which includes a four-hour response time, costs 20% of the annual Insightly investment, imposing a steep price, especially for smaller enterprises.

Expert Score

Best CRM Software Of 2024 (159)

25%

Given the blend of functionality and the challenges with support and pricing, Insightly offers useful capabilities but may require a considerable investment, especially for more responsive support.

Overall Score

Best CRM Software Of 2024 (160)

Insightly’s strength in project and sales management for mobile teams is tempered by its higher support and onboarding costs, which could be prohibitive for smaller businesses.

Best for marketing automation features

SharpSpring

Best CRM Software Of 2024 (161)

3.8

Best CRM Software Of 2024 (162)

Our ratings take into account a product's cost, features, ease of use, customer service and other category-specific attributes. All ratings are determined solely by our editorial team.

Free plan

No

Paid plans

$12 to $80 per month

(based on the number of contacts)

Standout features

AI content recommendations, polls and surveys, drag-and-drop email templates, contact management

Best CRM Software Of 2024 (163)

No

$12 to $80 per month

(based on the number of contacts)

AI content recommendations, polls and surveys, drag-and-drop email templates, contact management

Editor's Take

I trialed SharpSpring, now part of Constant Contact as Lead Gen & CRM, primarily for its marketing automation features that are especially potent for managing large-scale email campaigns. The pricing model, which adjusts based on the number of email contacts, starts at $12 per month for the Lite version and scales up to $80 for the Premium version, making it adaptable for businesses of different sizes. The Standard plan, at $35 per month, offers a balance with advanced features such as A/B testing and detailed engagement reports, which really help with optimizing marketing efforts.

General Features

SharpSpring is great because its marketing tools and CRM work together perfectly to boost lead generation and keep customers engaged. Inside the platform, it felt a lot like an email marketing tool with a side of contact management. It can do a lot with email marketing—templates, automation, A/B testing—and it can handle SMS and social media marketing, too.

Carl Broadbent, a digital marketing expert, agrees that SharpSpring is great for marketers: “If you’re in digital marketing or run an agency that does a lot of lead gen through nurture sequences, SharpSpring is a top-notch choice. The focus here is tightly on lead routing, email campaigns and contact list care. It leans into nurturing prospects down the funnel in an automated yet customizable way. I’d say it’s best for any business that wants to make CRM an extension of their sales and marketing efforts.”

It has over 300 integrations, a marketing campaign calendar, ways to sell products and services via events, automated welcome sequences and drag-and-drop templates. With this integrated set of tools, businesses can manage a range of marketing strategies from one platform.

Add-Ons and Extras

To run SMS campaigns, plans start at $10 per month, though if you have its Premium plan, you get your first 500 messages per month included. For an additional $10 per month, you can preview what your emails will look like in your customer’s inbox, which is a little jarring, as even the cheapest of cheap email marketing platforms offer this preview as part of the service.

Pricing

There is no free plan, and prices are based on the number of contacts you have. Plans start at $12 per month for its cheapest option, and its most expensive option starts at $80 per month. For example, if you have 45,000 contacts, you’ll pay $575 per month with its most expensive option, or $430 per month with its cheapest option.

Service and Support

You can chat with Constant Contact on weekdays or call Constant Contact Monday through Saturday, though hours vary by which department you need to reach. There’s also an extensive knowledge base, tutorials, a blog, webinars and a community you can reach out to.

Who should use it:

SharpSpring is best suited for businesses with large contact lists and require sophisticated marketing tools to engage leads through email, social media and SMS, especially those looking to integrate these efforts with CRM functionalities.

Pros & Cons

  • Comprehensive email marketing tools facilitate effective campaign management
  • A/B testing and detailed reporting help optimize marketing strategies
  • Social media and SMS marketing integrations expand the reach and impact of campaigns
  • Prices increase as contact lists grow, which makes it expensive for businesses with large databases
  • Some advanced sales features are missing, which could limit the platform’s use for more complex CRM needs
  • Makes you schedule a demo when trying to get pricing information

Expert Scores

Decision FactorScoreScoring WeightExpert Take

Features

Best CRM Software Of 2024 (164)

25%

I think SharpSpring provides extensive email marketing tools that integrate well with CRM functionalities, making it ideal for businesses focused on email and social media marketing

Pricing

Best CRM Software Of 2024 (165)

35%

The pricing is flexible and allows businesses to choose a plan that fits their needs without paying for unnecessary features, though costs can accumulate as contact lists grow

Service & Support

Best CRM Software Of 2024 (166)

15%

It offers multiple methods of contacting support, though hours are limited, and decent self-help options

Expert Score

Best CRM Software Of 2024 (167)

25%

Overall, SharpSpring offers powerful tools for marketing automation that can significantly enhance a business’s outreach and customer engagement strategies, particularly for email campaigns

Overall Score

Best CRM Software Of 2024 (168)

SharpSpring is a powerful tool for businesses that rely heavily on email marketing and need sophisticated automation to manage their campaigns and customer interactions effectively.

Compare Top CRMs

CompanyCompany - LogoForbes Advisor RatingForbes Advisor RatingFree planPaid plansStandout featuresLearn More CTA textLearn more CTA below textLEARN MORE
Zoho CRMBest CRM Software Of 2024 (169)4.8Best CRM Software Of 2024 (170)Yes, up to three users$14 to $52 monthly per user (paid annually)Multiple pipelines, marketing automation, multichannel communicationLearn MoreOn Zoho's Website
SalesforceBest CRM Software Of 2024 (171)4.3Best CRM Software Of 2024 (172)No (free 30-day trial)$25 to $500 per user, per monthRobust reporting, pipeline customization, product catalogsLearn MoreOn Salesforce's Website
monday sales CRMBest CRM Software Of 2024 (173)4.3Best CRM Software Of 2024 (174)No (free 14-day trial)$12 to $28 per user, per monthProject boards, quotes and invoices, account managementLearn MoreOn monday.com's Website
ApptivoBest CRM Software Of 2024 (175)4.3Best CRM Software Of 2024 (176)No (free 30-day trial) $15 to $40 per user per month (billed annually)Custom fields, workflow automation, configure price quote (CPQ)Learn MoreVia partner site
Agile CRMBest CRM Software Of 2024 (177)4.2Best CRM Software Of 2024 (178) Yes, up to 10 users and 1,000 contacts$9.99 to $64.99 per user, per month, billed annuallyAppointment scheduling, form builder, help deskLearn MoreVia partner site
HubSpotBest CRM Software Of 2024 (179)4.1Best CRM Software Of 2024 (180)Yes, up to five users$15 to $3,600 per month (paid annually)E-signature software, call transcription, conversation routingLearn MoreOn HubSpot's Website
Bitrix24Best CRM Software Of 2024 (181)4.1Best CRM Software Of 2024 (182)Yes (unlimited users)$49 to $249 for five to 100 usersOnline store, website builder, paid marketing managementLearn MoreVia partner site
HoneyBookBest CRM Software Of 2024 (183)4.0Best CRM Software Of 2024 (184)No (free 7-day trial)$8 to $33 per month (billed annually)Contract management, proposal management, invoicingLearn MoreOn HoneyBook's Website
Nimble CRMBest CRM Software Of 2024 (185)4.0Best CRM Software Of 2024 (186)No (free 14-day trial)$24.90 to $29.90 per user, per month (billed annually)Data enrichment, group messaging, form builderLearn MoreVia partner site
SalesmateBest CRM Software Of 2024 (187)4.0Best CRM Software Of 2024 (188)No$23 to $63 monthly per user (paid annually)Calling and text, web forms, custom rolesLearn MoreVia partner site
Zendesk SellBest CRM Software Of 2024 (189)3.9Best CRM Software Of 2024 (190)No$19 to $115 per agent per month (paid annually)Multiple pipelines, marketing automation, multichannel communicationLearn MoreOn Zendesk Sell's Website
PipedriveBest CRM Software Of 2024 (191)3.9Best CRM Software Of 2024 (192)No$14 to $99 per seat per month (paid annually)More than 400 integrations, personalized onboarding, AI sales assistantLearn MoreOn Pipedrive's Website
FreshsalesBest CRM Software Of 2024 (193)3.9Best CRM Software Of 2024 (194)Yes, for up to 3 users$9 to $59 per user per month (paid annually)AI assistance, Kanban views, mobile app, email templatesLearn MoreRead Forbes' Review
InsightlyBest CRM Software Of 2024 (195)3.9Best CRM Software Of 2024 (196)Yes, for up to two users$29 to $99 per user per month (paid annually)Marketing and service integration, custom apps, lead assignmentLearn MoreRead Forbes' Review
SharpSpringBest CRM Software Of 2024 (197)3.8Best CRM Software Of 2024 (198)No$12 to $80 per month (based on the number of contacts)AI content recommendations, polls and surveys, drag-and-drop email templates, contact managementView More

Methodology

Decision FactorScoring WeightDescription

Features

25%

Does the product provide the essential CRM features a business needs to succeed? Does it offer good-quality add-ons? How does it compare to industry standards?

Pricing

35%

Is it a cost-effective CRM solution? Is there a free tier or trial available? Does the product present good value for money?

Service & Support

15%

Is it easy to get live support? How many ways can you connect with the support team? Is there a tiered support system?

Expert Score

25%

My overall impression as to the quality of the product and if it is worth consideration.

Read more: How We Test CRMs

What Is CRM Software?

CRM software is a sales pipeline and customer relationship tool that salespeople and businesses use to manage interactions with leads, prospects and customers. CRM software allows you to create a visual sales pipeline broken down by stages that mirror your overall sales process. It then offers features to help track leads and opportunities as they move through each stage of your sales pipeline toward deal-close.

Start by creating a sales pipeline with individual pipeline stages. From there, set up actions or benchmarks that leads must meet in order to move from one stage to the next. Then, begin generating leads through inbound or outbound methods and track those leads through each stage of your sales process using your CRM. Some CRM tools even offer account management features to help you manage the post-sale customer relationship once a deal is closed.

In addition to the core sales pipeline management features mentioned, the top CRM software also include features such as reporting dashboards, workflow automations, collaboration tools, lead qualification, document management with e-sign capabilities, built-in telephony and industry functionality for niche-specific use cases. The right CRM software for you will depend on your specific sales process and the unique needs of your business.

Related: 10 CRM Best Practices

Benefits of CRM Software

There are many benefits of CRM software related to the ongoing management of customer relationships as leads and prospects move through your sales pipeline. The top CRM software benefits include the following:

  • Manage your overall sales pipeline: The number one benefit of CRM software is that it helps you manage your sales process with a visual pipeline broken down into specific stages. At each stage, leads must take a specific action or meet specific criteria in order to move to the next stage.
  • Improve customer relationships: CRM software helps manage your overall customer relationships from lead generation to deal-close and beyond.
  • Improve your customer service: Some CRM software providers offer account management features to help you or your team manage the post-sale customer relationship.
  • Automate repetitive sales and marketing tasks: All of the top CRM software options include some level of workflow automation and project management capabilities. For example, you can set up automation triggers to send a prospecting email to a lead based on defined behaviors.
  • Collaborate with team members: Most CRM providers help salespeople collaborate within their teams as well as help the sales and marketing teams collaborate with each other on lead generation and lead nurturing.
  • Manage your marketing campaigns: There are some marketing CRM software available that can manage organic and paid marketing campaigns to help you better generate good-fit leads.
  • Qualify good-fit leads: Lead scoring and lead qualification features are common amongst leading CRM tools, helping you automatically rate leads based on pre-defined criteria to qualify the best leads as prospects with a high likelihood of becoming a customer.
  • Track key reporting metrics: Use pre-built reporting templates or create customizable reporting dashboards that track key performance indicators across individual salespeople as well as the overall team.
  • Manage overall employee productivity: Track employee sales activity such as the number of calls made over a defined period of time to ensure salespeople are staying on task.
  • Create and track important documents: Leverage document templates or create your own documents such as proposals and contracts. Some CRM software even includes e-signature functionality so you can get deals done more quickly and track signed documents directly from your CRM.

The overall benefits of CRM software are numerous and ultimately depend on the features included with your chosen CRM provider. Let’s now take a look at how to choose the best CRM option for you so you can take full advantage of these benefits.

Featured Partners

Advertisem*nt

1

monday sales CRM

Starting Price

Free; $9 per user per month for basic features

Free trial

14 days

Pipeline Management

Yes

1

monday sales CRM

Best CRM Software Of 2024 (199)

Best CRM Software Of 2024 (200)

Learn More

On monday.com's Website

2

Salesforce

Starting Price

$25 per month per user for basic features

Free Trial

30 days

Pipeline Management

Yes

2

Salesforce

Best CRM Software Of 2024 (201)

Best CRM Software Of 2024 (202)

Learn More

On Salesforce's Website

3

HubSpot

Starting Price

Free; $15 per user per month (billed annually)

Free Trial

14 days

Pipeline Management

Yes

3

HubSpot

Best CRM Software Of 2024 (203)

Best CRM Software Of 2024 (204)

Learn More

On HubSpot's Website

4

Pipedrive

Starting Price

$14 per user per month (billed annually)

Free Trial

14 days

Pipeline Management

Yes

4

Pipedrive

Best CRM Software Of 2024 (205)

Best CRM Software Of 2024 (206)

Learn More

On Pipedrive's Website

How To Choose the Best CRM Software

The best CRM software includes all the core sales pipeline management features you’d expect as well as key advanced features for a reasonable price. When choosing the right CRM provider for your specific needs, make sure you not only assess essential, advanced and industry-relevant features but also pricing, ease of use and customer support. Let’s now take a look at how to choose the best CRM software for you:

Ask an expert

What are your top tips for choosing the best CRM?

Best CRM Software Of 2024 (207)

Teajai Kimsey

Small Business Expert

Best CRM Software Of 2024 (208)

Kelly Main

Staff Reviewer

Best CRM Software Of 2024 (209)

Rachel Williams

Small Business Editor

With CRMs, it’s all about growing the business by connecting with customers and forming relationships. Sales and marketing need to be seamlessly integrated for a 360-degree view of the business, including conversions, closed sales and ROI on marketing investments. The best CRM platforms understand and support this.

Teajai Kimsey

Small Business Expert

One of the biggest aspects of whether or not a CRM works for you is whether or not it comes out of the box with the features you need—without a steep learning curve. For many busy businesses and professionals, it doesn’t matter what a CRM is capable of doing if you aren’t able to easily figure out how to use it.

Kelly Main

Staff Reviewer

Selecting the right CRM for your business means considering your budget and determining what you want to accomplish with your customer data. You likely need lead management and workflow automation, but maybe you also need email marketing and a robust mobile app.

Rachel Williams

Small Business Editor

Essential Features

Essential features are core CRM features that all providers offer. When choosing your CRM software, make sure that it includes the following as a baseline:

  • Contact management: All CRM software should help you manage your sales and marketing contacts with basic contact records and customizable contact fields.
  • Pipeline management: Visual sales pipelines with individual pipeline stages that mirror your specific sales process are core to all CRM software.
  • Customizable dashboards: Your CRM tool should offer dashboards with pre-built templates and the ability to customize your dashboard layout and content to fit your unique needs.
  • Reporting and analytics tools: All CRM providers include some level of reporting and analytics tools. Some offer basic reporting with report templates, while others offer customizable reporting dashboards that let you track your key performance indicators.
  • Document management library: Your CRM should include the ability to manage important documents such as proposals. Some even offer e-signature capabilities to track and manage contracts from directly within your CRM.
  • Third-party integrations: Does your CRM software include third-party integrations with important tools such as email applications including Outlook or Gmail?
  • VoIP or mobile telephony: Many of the leading CRM systems offer mobile or VoIP telephony systems so you can make and receive business calls directly from within the platform. Some will also include features such as autodialing and call recording.
  • Workflow automations: Top CRM software include workflow features that help you automate repetitive tasks and manage ongoing projects. These workflow automations are offered both natively and through third-party integrations.
  • Supports international businesses: If you have a business that deals in international currency, many CRM providers can help manage multiple currencies.

Related: 10-Step Guide To Implementing a CRM

Advanced Features

In addition to the core CRM features offered by most providers, it’s also important to assess available advanced features to ensure that your chosen CRM tool meets your specific needs, such as the following:

  • Team collaboration: Some CRM software excel at collaboration between team members. This includes both team members within the sales team as well as the collaboration between the sales and marketing teams.
  • Generate quotes and estimates: Advanced CRMs also give you the ability to generate quotes and estimates based on things such as price books and more. This is especially useful if you offer multiple products or custom solutions.
  • Sales territory management: If your sales team is assigned to specific territories, some CRM software can help with sales territory management.
  • Client portals: These portals are secure areas within your CRM where a customer or agent can log in to their own account and pay bills, see upcoming appointments, track important documents and more. This is particularly useful for businesses with account management needs.
  • Account and client management: In addition to client portals, some CRM providers offer advanced account management features to help with ongoing client management.
  • Sales forecasting projections: CRMs with advanced reporting features allow you to make detailed sales forecasts based on real data tracked within your CRM platform.
  • Lead scoring: Some CRM software include lead qualification features such as lead scoring that allow you to automatically score inbound or outbound leads based on pre-defined benchmarks. This is especially good for businesses that generate inbound marketing leads.
  • Deal management: Leading CRM systems provide functionalities to help you with full-cycle deal management, including the tracking, maintaining and prioritization of deals in your sales pipeline.
  • Migration: With growing and changing businesses, you might someday need to migrate to a new system. Choosing a CRM that will easily migrate is something to consider.

Pro Tip

“Social media is a big part of customer acquisition and lead generation. A CRM that integrates social media allows engagement with your target audience and leads nurturing across all social channels. It makes things more effective and streamlined.” —Teajai Kimsey, digital marketing expert, Advisory Board Member

Industry-Specific Features

There are industry-specific CRMs available for those in niche-specific industries that require a unique set of features. Common industry CRMs include tools for call centers, financial advisors, real estate agents, mortgage providers and more. It’s important to assess the available industry features when choosing a CRM to ensure that your specific needs are adequately met.

For example, some CRM software offer call routing and call queue features perfect for contact centers with a lot of live telephone agents. Other CRM software focus on the financial industry with the ability to send quotes and estimates, integrate with major financial tools, extra data protection, loan referral tracking, loan transaction tracking and more. Finally, some CRM systems help real estate agents manage both their listings and sales pipeline.

When choosing the right CRM for you, it’s important to assess your industry-specific needs and see if there are specific CRMs built to meet those needs. However, some more general CRMs can also offer advanced features that can work for your specific industry requirements. Ultimately, it’s important to assess all features offered so you can select the best CRM software.

Pricing

Make sure that the CRM software you choose fits within your budget. Most CRM software offer tiered pricing structures with a range of available features. Some CRMs include a free tier while others typically offer a free trial to test out the platform before you commit to purchasing. When assessing CRM software options, look at the available tiers and ensure the one you choose includes the features you need for a reasonable price. See our CRM pricing guide for more details.

Ease of Use

The right CRM software for you should be easy to use relative to its price and feature set. Some CRM providers offer intuitive user interfaces and robust knowledge bases that help you and your team become expert users more quickly. On the other hand, some CRMs are harder to use and require more support but may offer more advanced functionality. It’s important to test the product before you commit to purchasing to ensure it’s intuitive enough for you and your team.

Related: Best Simple CRMs

Customer Support

All CRM providers offer a combination of customer support that includes email support, live chat, a customer service phone number as well as a knowledge base or blog. When choosing your CRM software, make sure that it has the necessary customer support to help you take full advantage of the product.

Explore Our CRM Software Guides

Many CRM solutions are designed to meet the demands of specific use cases and niches. To help you find the best solution for your needs, we’ve created guides to the best CRM software in a variety of categories:

  • Best CRM for Small Business
  • Best Simple CRM
  • Best Contact Center CRM
  • Best Real Estate CRM
  • Best Marketing CRM
  • Best Open Source CRM
  • Best CRM for Financial Advisors
  • Best Free CRM

How Much Does CRM Software Cost?

CRM software providers typically offer a tiered pricing structure with three to four individual tiers offering various features at differing price points. Usually, the more robust the feature set the higher the cost. CRM software providers typically charge based on a per-seat basis and include both month-to-month options as well as annual plans offered for a discount. Annual plan pricing is often listed as a monthly cost but requires 12 months of payment upfront.

Most CRM providers will either offer a free tier or a free trial between seven to 30 days. Paid tiers start at $8 per month, per user on the low end and can get as high as $300 per month, per user for advanced tiers suitable for large businesses or teams. However, some CRM providers offer monthly or annual pricing that include more than a single user. For example, HubSpot’s most expensive tier is $500 month-to-month or $450 per month, paid annually, but includes five users.

Here’s a breakdown of the average CRM pricing plans you’ll find:

  • Entry-level tier: Some offer their entry-level tier for free. Paid options start as low as $8 per seat and can get as high as $50 per monthly user. These entry tiers offer core CRM features such as pipeline management but may be lacking some advanced features.
  • Mid-level tier: Mid-level tiers range from around $12 per monthly user to $100 per user, per month. These tiers often include additional features such as custom reporting dashboards and basic industry functionality but may be missing some advanced features.
  • Premium tier: The highest-level CRM tiers can start as low as $20 per user, per month but can be as much as $300-plus for a monthly user. These advanced tiers give you full functionality, including team collaboration features and more.

When considering CRM cost, it’s important to assess it in terms of value for the features provided. It’s important to take full advantage of any free tiers or trials to test-drive a product before deciding to purchase.

Frequently Asked Questions (FAQs)

Do I need a CRM for my business?

Most businesses would benefit from the use of CRM software. CRMs can help with anything from basic contact management to advanced sales pipeline management. If you sell a product or service that requires lead nurturing, or manage ongoing client relationships, then a CRM is probably right for you.

How do I choose a CRM for my business?

When choosing a CRM for your business, first assess your needs. From there, look for CRM software with an available feature set that meets those needs. Then, consider its pricing, customer service and ease of use to determine an overall value for the cost.

How much does a CRM cost?

The cost of CRM software varies widely. Typically, CRM providers offer a three-tiered pricing structure with paid tiers ranging from $8 per month, per user up to $300 per monthly user. Some CRMs offer free tiers while others offer free trials between seven and 30 days.

Are there free CRMs available?

Yes, there are many CRMs that offer a free tier. However, these free tiers are basic and may not include the features you need. That said, they are helpful for testing out the product and assessing things such as its user interface and more. For more information, check out our article on the best free CRMs.

Next Up In CRM

  • Key Benefits Of CRM For Your Business

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Toni Matthews-El

Staff Reviewer

For nearly a decade, Toni Matthews-El has published business topics ranging from cloud communication software to best steps for establishing your own LLC. In addition to Forbes Advisor, she's published articles for Medical News Today, US News and World Report.

Kelly Main

Staff Reviewer

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Additionally, she is a Columnist at Inc. Magazine.

Rachel Williams

Small Business Editor

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed in the intricacies of LLC formation, business taxes, business loans, registered agents, business licenses and more.

Teajai Kimsey

Small Business Expert

Teajai Kimsey is a seasoned marketing professional with over two decades of experience driving digital strategy and innovation across diverse industries. She currently serves as the director of marketing & communications at a leading commercial glazing specialist, where she not only oversees all aspects of marketing for the division but also plays a crucial role as the HubSpot CRM administrator. Her expertise in customer relationship management and ability to leverage data-driven insights have been instrumental in enhancing the company's marketing efforts and customer engagement.

Teajai's entrepreneurial spirit and digital expertise have been the hallmarks of her career. In the early days of digital marketing, she founded a successful agency that rapidly scaled to over $1 million in revenue within just five years. Her innovative approach and leadership earned her a nomination for the prestigious ""40 under 40"" award by a prominent business journal. Teajai's agency was also recognized as one of her city's ""Best Places to Work"" for two consecutive years.

Throughout her career, Teajai has held marketing leadership roles in various sectors, including healthcare, e-commerce and construction. Her areas of expertise encompass content creation, social media strategy, search engine optimization (SEO), email marketing and customer relationship management (CRM) implementation.

Teajai's educational background includes degrees in business administration, psychology and management, providing her with a well-rounded foundation for her marketing career. With her track record of success and deep understanding of digital marketing, Teajai continues to be a sought-after expert and thought leader in her field.

Best CRM Software Of 2024 (2024)

FAQs

Which is the no. 1 CRM? ›

Salesforce. #1 CRM. Ranked #1 for CRM Applications based on IDC 2022 Revenue Market Share Worldwide. Our best-in-class applications all work together, so all your teams can, too.

What is the best CRM software on the market? ›

The Best CRM Software of 2024
  • Zoho CRM: Best for features and value.
  • Salesforce CRM: Best for reporting and analytics.
  • monday.com: Best for project management and sales.
  • Apptivo: Best for a suite of business apps.
  • Agile CRM: Best feature-rich free option.
  • HubSpot: Best CRM for sales, marketing and service.
May 14, 2024

What is the next generation of CRM? ›

In exploring the role of artificial intelligence in next-gen CRM platforms, a key area of focus is the enhancement of customer experience. AI-driven CRM systems are not just about managing customer data. They're about elevating every interaction to create a more engaging, personalized, and satisfying customer journey.

Does CRM have a future? ›

The future has arrived — at least it has in the world of customer relationship management or CRM software, one of the fastest growing categories of enterprise software. We're in an omnichannel and personalized CRM era right now and the future of CRM is even brighter.

Which company is leader in CRM system? ›

Salesforce

Is Salesforce still the best CRM? ›

Based on our testing, Salesforce is also one of the best CRMs for sales teams. This is largely down to its analytics capabilities. If your sales team is in need of a robust reporting tool that enables you to develop custom reports and in-depth dashboard, Salesforce if your best bet.

What is the 5th generation CRM? ›

Underlying the fifth generation of CRM is the premise that human error is ubiquitous and inevitable--and a valuable source of information. If error is inevitable, CRM can be seen as a set of error countermeasures with three lines of defense. The first, naturally, is the avoidance of error.

How do I choose a new CRM? ›

5 Tips On How To Choose The Best CRM Software For Your Business
  1. Understand what CRM is all about. It may seem self-evident, but you must understand what you're getting yourself into. ...
  2. Know your business requirements. ...
  3. Check CRM features and tools. ...
  4. Request a demonstration and test drive a free trial. ...
  5. Consider the cost.

Can CRM replace ERP? ›

No. While ERP and CRM share common benefits, they are not interchangeable. What is the difference between CRM and ERP? CRM supports front-office functions, such as sales, service, and marketing, and ERP supports back-office functions, such as accounting, operations, and HR.

What is the CRM forecast for 2025? ›

Salesforce stock forecast for 2025: $ 290.33 (20.05%) Salesforce stock prediction for 2030: $ 723.96 (199.35%)

What is the CRM forecast for 2030? ›

Overview: Customer Relationship Management (CRM) Market size is estimated at US$72.95 billion in 2023, and is expected to reach US$105.91 billion by 2030, growing at a CAGR of 7.74% during the forecast period 2024-2030.

What is the future outlook for CRM? ›

Global CRM market size

According to Fortune Business Insights, the global customer relationship management market is projected to grow from US$63.91 Billion in 2022 to US$145.79 Billion by 2029, at a Compound Annual Growth Rate (CAGR) of 12.5% over the forecast period.

What is the most commonly used CRM? ›

Salesforce – Best for Automation and Analytics

Salesforce is one of the largest, most popular cloud-based CRM platforms on the market, with a market share of almost 20%, so it'd be hard not to include it in our list.

Which is #1 CRM and show some proof? ›

Salesforce: Salesforce has long been a dominant player in the CRM market due to its wide range of features, customization options, and scalability. HubSpot CRM: HubSpot offers a powerful free CRM along with a suite of marketing, sales, and service tools, making it a popular choice for businesses of all sizes.

Why is Salesforce the number 1 CRM? ›

Factors Making Salesforce Stand Out. Salesforce has various cloud-based CRM software features, making it stand out. It helps businesses strive in the market with enhanced service quality, revenue growth, sales productivity, customer base, potential leads, and marketing strategy.

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