10 Best Tools to Manage CRM Workflows

10 Best Tools to Manage CRM Workflows

CRM, which means Customer Relationship Management, is a software tool that has become a must-have for all businesses. It keeps your schedules and data organized and keeps a tab on how different customers engage with your business so that you can use that information to increase your revenue. 

This is why it has become crucial that you remain up-to-date with what software or tools are best for CRM Workflow, especially with the insurgence of new technology every day. So, let us look at this carefully curated list of the ten best tools to manage CRM workflow for your business.

1. Zoho CRM

Are you looking for a tool that is the solution to all your problems? Zoho is the one to go for. Its range varies from accounting to collaborative applications. This is one of the best tools to manage your CRM application because of its user-friendly interface and easy installation process. It provides customer data from multiple channels and offers an analysis to help you with any room for improvement.

2. Pipedrive

Pipedrive is a comprehensive tool for your CRM Workflow that perfects sales-oriented solutions. You have the option to put your leads in categories throughout the sales funnel. You can even measure how you are performing in CRM through its detailed analysis. Amazing, right? 

Email integration and systematic synchronization with other applications are one of the many things Pipedrive offers. If you are struggling with a long and complicated CRM workflow that consists of high incoming leads, we have found your answer.

3. Agile CRM

If you are looking for a versatile option for your CRM needs, Agile CRM is the way to go. You can easily add tasks and set your priorities with this tool. It even goes on to more added features like setting statuses and KPIs. You can partly or wholly decide to apply the automation into the workflow, which you can further integrate with other applications, thereby allowing sync in the process. You can even use the analytics it offers to get that extra push. So, hurry and get it now!

4. Salesforce Sales Cloud 

Salesforce Sales Cloud is a cloud-based system that takes care of your Customer Relationship Management like no other. It helps to super-charge your sales with outstanding services. You can join all the meaningful conversations with this application tool. 

You can build your custom apps and sites and even collaborate across global organizations. You can access it through your mobile phone without any hindrance and get live data. Your decision-making will surely benefit from the crucial insights that this tool has to provide.

5. Office24by7

Office 24by7 is the next one on our list. This tool features automation that helps you manage your leads and contacts like no other.
It provides many benefits for your CRM Workforce, starting from Lead Capturing, Lead distribution, and lead prioritization. It helps you with data deduplication as well. 

With robust integrations and call recording features, say hello to the very user-friendly CRM tool you’ll ever find.
You can even assign transfer leads as well as manage your task quickly.
You can even access all the data on your mobile phones! With its hierarchical monitoring, Office24by7 is undoubtedly a good choice.

6. Hubspot

If you are searching for a tool that single-handedly looks after all your CRM problems, Hubspot is here to answer your queries. Hubspot is specifically suitable for CRM workflow as it has a separate segment altogether for the management of this system. There is enough scalability which would be the highlighting feature of this tool. 

You can track your progress details from the sales funnel through the updates in the visual dashboard. You can add any task you want, schedule your appointments properly, and keep tabs on the team’s performance that gives you an edge to compete. You can even sync all the data from the customers with emails or social media and integrate it all.

7. Glue Up

Glue Up is the next in line for our list. It is event-specific, as in it uses events to develop your community but not just that as they also have membership options and other digital accessories that help you build your community. It is a flexible tool used by freelancers, small businesses, large businesses, mid-sized businesses all alike.

 It is multifaceted in the sense that it supports the web, Android, iPhone, and iPad. You can create events 80 percent faster than anywhere else. You can even customize the events you want. Keeping track of online and offline transactions has never been easier as with this tool, you can even check payment receipts and manage the invoices.

8. Freshsales

Mainly sales-oriented, Freshsales is one of the best names in the CRM department. There are many versatile options available through this tool. Tasks such as scoring leads, managing your contacts, adding tasks and assigning work to your team, setting your priorities, and measuring the team’s performance so that you can find solutions to boost it up; Freshsales offers all of it. 

You can even enjoy marketing through emails, tracking events, enriching your profiles, and gathering all the necessary details to make your CRM Workflow smooth sailing.

9. Oorwin

Best for any sized business, Oorwin is a platform that offers not only a fully integrated ATS, CRM, and HRMS but is an efficient way for you to boost your growth. Oorwin promises to integrate across multiple teams throughout the geographical space with hundreds of businesses worldwide.

10. Insightly

Are you looking for an affordable solution for your CRM Workflow? Insightly provides just that. You will get enough storage for the amount you invest, and you can further set monthly credit limits. You get unlimited custom reports as well as access to API. You even get email marketing as well, along with integration facilities for third parties.


With this hand-picked list of goodies, you are sure to get the optimum management from your CRM workflows! So, what are you waiting for? Make your CRM Workflows smoother and more accessible than ever before! 

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