10+1 Outstanding CRM Software Systems to Deliver Delightful Customer Experiences

Establishing and maintaining good customer relationships is one of the prime objectives of every business. How well you manage your customer relationships defines how successful your business is or can be. And to make this more efficient, there are Customer Relationship Management (CRM) software systems.
It is a powerful platform that can help you track, manage and enhance customer relationships for maximum business benefits.

 

 

Customer management on a large scale can become a little challenging and consequently, affect the desired outcomes for businesses. That’s where CRM systems can step in. 

A CRM software enables users to track every customer interaction, collect information, and take the necessary steps to make customer experiences more personalised.
It comes with a set of tools to help you manage the entire sales and marketing funnels efficiently, right from lead qualification to deal closure.

 

 

Table of Contents

CRM: The Cornerstone of Every Successful Business

The more you know your customers, the stronger your connections, which will ultimately reflect through high returns. A properly deployed and managed CRM system can do wonders for your business. By tracking each and every customer interaction and helping you improve those communications, a CRM system reaps immense returns for your business.

Using a CRM system is a super-easy way to gain in-depth knowledge about your customers. With all of this information in one place, classifying your customers based on various parameters becomes a breeze. This can further assist you in crafting personalised customer communications to scale up your customer retention rates significantly. 

The automation feature of CRM platforms empowers businesses to standardise workflows and elevate coordination between teams. The contact management functionality and interaction history tracking make it possible for users to identify and target the right prospects at the right time. CRM systems also ensure that you don’t spend time on tedious tasks by automating a number of data entry processes.

A CRM system is beneficial, especially for the sales teams, as it provides them with a centralised database of leads, prospects, as well as existing customers. These details can be used to identify patterns and trends and accordingly, you can devise smart plans to scale your sales success. Thus, a CRM software system can help you bolster your customer relations, thereby boosting your conversions, retentions and positively impacting your bottom line.

 

Here's our list of Top 10+1 CRM Tools - 2021

Hubspot CRM Review | SaaSCosmos

HubSpot

HubSpot is one of the most powerful and widely used CRM platforms that help businesses of all scales and sizes to effectively manage their client relationships. It offers a centralised database to keep all vital information concerning your contact or leads in a single place. HubSpot is the best tool to manage various departments – marketing, sales, and customer service in sync to generate greater returns for your business.

No matter if you want to boost sales, improve leads, strengthen customer service or develop a top-class website, HubSpot is equipped with the right tools to expedite your business growth. With over 875+ integrations, HubSpot is the most preferred platform when it comes to carrying out customisations to make the CRM platform suitable for your business.

Craft the perfect combination of practices, strategies, and technologies with HubSpot to nurture meaningful relationships with your customers. HubSpot’s world-class CRM platform has been beneficial for 121,000+ users across 120+ countries globally. They have independent hubs for marketing, sales, CMS, customer service, and operations that come with special features so as to attract, engage and satisfy their customers.

Pros

  • Scheduling social media posts becomes extremely simple and effective.
  • Email marketing templates enable users to produce high-quality drafts easily.
  • Support services offered are excellent.
  • Enables integration of all online marketing efforts so that campaigns have a strategic focus.

Cons

  • It is a bit on the expensive side and offerings are limited.
  • The A/B testing feature is not available with all the packages.
  • Users need to pay for additional technical support.
  • The migration process could be improved and made less tedious.
 
 
Read More
 
 
Read More
 
 
Read More
Freshworks CRM Review | SaaSCosmos

Freshworks CRM

Freshworks is one of the leading CRM platforms that allows users to manage their customers with high productivity and agility. With Freshworks, you are enabled to deliver more personalised experiences by getting a complete view of your customers’ interactions. Moreover, this feature-rich platform also makes it possible to automate a range of your time-consuming tasks. As a result, Freshworks users spend a lot of their time on selling rather than on other tedious activities.

Freshworks not only ensures engaging customer interactions but also makes sure that all the conversations are meaningful. This plays a critical role in shortening your sales cycle by understanding interest and engagement levels and personalising messages accordingly. With AI-powered chatbots, chat campaigns, customisable web forms, etc you can effectively transform your website into a lead generation machine.

360-degree customer view assists you in developing strong relationships with customers. Furthermore, with AI-based deal insights and dynamic forecasting, Freshworks can help you shoot your revenues through the roof. The predictive contact scoring feature of Freshworks can assist you in identifying and focusing on the best opportunities. With automated sales campaigns, users can also cash in on the benefits of upselling and cross-selling to their customers with minimal effort.

Pros

  • Support services offered by Freshworks are top-notch.
  • Sharing dashboards and reports with others becomes a lot easier.
  • User-friendly and simple interface.
  • Helps you automate your onboarding process.

Cons

  • Data analysis for large datasets can be a bit tedious.
  • Third-party integrations offered are very limited.
  • The mobile app can be better.
  • Conversion rate optimisation is very poor.
 
 
Read More
 
 
Read More
 
 
Read More
NetSuite CRM Review | SaaSCosmos

NetSuite

Are you looking for ways to make your customer connections a lot more effective and engaging? It’s time you capitalise on the lucrative advantages of the next-gen NetSuite CRM platform. Along with catering to the traditional requirements such as sales, marketing and customer service, NetSuite also provides solutions for order management, commissions, sales forecasting, as well as e-commerce capabilities. With a wide spectrum of feature offerings, NetSuite is the ideal platform for all types and sizes of businesses.

NetSuite offers diverse avenues for business growth with a host of functionalities specific to marketing automation, customer service management, sales force automation, etc. It lets you precisely track and monitor a prospect’s activity as well as understand when a lead satisfies the buyer-readiness requirements. As a result, using NetSuite is one of the best ways in which you can automate your entire marketing process and generate highly qualified leads on a consistent basis.

With NetSuite, users enjoy features such as campaign and email management, website SEO, lead reporting and analytics, etc to expedite their marketing efforts. Similarly, for customer service, users get features such as case management, knowledge management, time tracking, to drive high-quality and high-touch experiences to their customers.

 

Pros

  • Tracking capability is absolutely fantastic.
  • It is affordable and hence, caters to a wide range of businesses.
  • Numerous functionalities to improve the effectiveness of the CRM platform.
  • Enables the recording of customer’s transactions, sales orders, etc.

Cons

  • Creating advanced reports or searches can be challenging.
  • Can be overwhelming for new or small businesses.
  • Customer service is poor as compared to other platforms.
  • Third-party software integrations are limited.
 
 
Read More
 
 
Read More
 
 
Read More

Zoho CRM

Give your business an edge over competitors by building strong, meaningful customer relationships with Zoho CRM. This comprehensive CRM platform helps you reach customers through telephone, email, live chat, and social media quite easily. WIth Zoho, you can measure the effectiveness of your practices concerning customer interactions and communication. It provides small and medium businesses as well as enterprises with a 360-degree customer relationship lifecycle management solution.

Zoho empowers users to automate each and every aspect of their customer connections to save time and ensure better campaign outcomes. It helps users stay on top of their lead nurturing process and assists them in making the best efforts to convert prospects into customers. Zoho’s strong analytics reports can be quite useful in carrying out smarter business decisions that aid in amplifying your business growth.

Zoho comes with an AI-powered sales assistant to get advanced lead predictions so that you take the right steps in closing more deals. That’s not all, the AI tool also provides intelligent alerts, task reminders as well as recommends the best time to contact leads. As a result, more than 250,000 businesses have leveraged the Zoho platform and transformed their customer management functions.

Pros

  • Ease of implementation is very high.
  • Flawless marketing automation feature.
  • Robust features in lead management.
  • Easy to set up, use and customise.

Cons

  • UI is below average and needs improvements.
  • Workflow is not intuitive at all.
  • Email templates on offer are difficult to edit and not many options are available to edit them.
  • Customer service is very pathetic.
 
 
Read More
 
 
Read More
 
 
Read More
Salesforce CRM Review | SaaSCosmos

Salesforce CRM

The global business landscape is changing at a radical pace. But one thing that’s remained constant throughout and will continue to do so, is the significance of customers. To keep up with constant changes in the industry as well as to cater to the customer management requirements of your business, it is imperative to thus have a high-performing CRM today. One such platform is the Salesforce CRM.

One of the prominent attributes of the Salesforce platform is that it offers customised solutions for a number of applications. It provides insights into every facet of customer interactions and is thus the go-to platform when growing and nurturing customer relationships. The unparalleled reporting capabilities of Salesforce CRM make it possible to accurately spot trends and make customer management functions more efficient.

Salesforce has successfully improved the customer management practices of 150,000+ businesses across the world. This secure and scalable platform can play a pivotal role in expanding your selling potential and continuously driving positive outcomes for your organisation. With a better view of customers, Salesforce can help you close your sales quickly and more efficiently. This best-in-class platform is the best way to control every phase of the customer journey, right from leads to loyalty.

Pros

  • Extremely flexible and customisable platform.
  • Offers integrations with a host of application platforms.
  • The reporting capabilities of Salesforce are great.
  • Customer service support is excellent.

Cons

  • In case of an error message, there is no way to understand the problem without consulting the support team.
  • The platform is a bit complicated.
  • Relatively expensive in comparison with other CRM platforms.
  • Setup and configuration can be time-consuming.
 
 
Read More
 
 
Read More
 
 
Read More
EngageBay Review | SaaSCosmos

EngageBay

EngageBay offers advanced features for small business owners who may not have the budget for the most popular marketing automation tools. Though EngageBay is a relatively new entrant in the CRM market, over 30,000 businesses across the globe use the platform for automating their marketing processes.

EngageBay is primarily designed for SMBs, startups, solopreneurs, and agencies — and has the tools needed to grow your contact list quickly. You get a drag-and-drop email form and landing page builder, email broadcasts and sequences, and autoresponders. With EngageBay, you also get a visual workflow automation builder with pre-built actions, conditions, and triggers. The Social Suite feature lets you manage all your social media accounts — Twitter, Facebook, Instagram, and LinkedIn — from one place.

EngageBay’s marketing platform also offers segmentation using smart lists, predictive lead scoring, and timezone-based email delivery for better personalization and enhanced conversions. With mobile iOS and Android apps, you can take your CRM anywhere and access it anytime. EngageBay’s dashboards offer deep insights into your marketing performance through analytics, graphs, and reports.

EngageBay offers one free plan and three paid plans. The free plan offers 500 contacts, 1,000 emails per month, email broadcasts, landing pages, autoresponders, live chat, custom fields, and lead grabbers. The paid plans add A/B testing, web rules, role management, advanced automation, workflows, up to 30,000 contacts and emails, and more.

  • Basic – $12.99/month
  • Growth – $29.99/month
  • Pro – $49.99/month

Plus, you also get a 20% discount on annual subscriptions and a 40% discount on biennial subscriptions.

Pros

  • One of the most affordable email marketing software in the market.
  • Clean UI and easy-to-use tools.
  • Advanced personalization features.
  • Powerful reporting dashboards.

Cons

  • Not enough documentation for some of its advanced features.
  • No search marketing.
  • Though it has a good collection of integrations, some of its competitors offer more.
 
 
Read More
 
 
Read More
 
 
Read More
Pipedrive CRM Review | SaaSCosmos

Pipedrive

Pipedrive is a deal-driven CRM platform that helps you strengthen your customer relationship management functions as well as craft value-driven sales and marketing activities. Being a cloud-based application, it can be accessed from anywhere via web browsers or dedicated mobile applications. Pipedrive offers excellent user-friendliness and helps you focus on the most pertinent aspects of enhancing your customer interactions.

With a staggering 93% customer support satisfaction, Pipedrive is a platform you simply can’t miss out on to grow your business. Importing data from the other applications to Pipedrive or vice versa becomes a lot easier with the Import2 Wizard tool. This amazing CRM platform has been used by over 95,000 businesses across 179 countries. Pipedrive integrates with numerous tools to transfer contact details, communication history, and other information across applications.

With insightful reports and interactive dashboards, Pipedrive makes it possible for users to keep track of the most important parameters and KPIs in one place. Managing leads and driving more deals also becomes more efficient with Pipedrive as it offers a leads inbox wherein you can pool all your leads and handle them more effortlessly. This also simplifies the follow-up functions and enables Pipedrive customers to generate a high number of qualified leads.

Pros

  • The simplistic UI of Pipedrive makes it stand above its competitors.
  • Widest range of integrations.
  • Super-easy to follow-up with leads.
  • Extremely useful dashboards

Cons

  • Automation features could have been better.
  • No built-in marketing and contract management tools.
  • Some reports are difficult to understand.
  • No campaign planning feature.
 
 
Read More
 
 
Read More
 
 
Read More
Monday.com CRM Review | SaaSCosmos

Monday.com

Get your hands on one of the most easy-to-use yet impactful CRM platforms – monday.com. With an appealing interface and high level of customisation, monday.com enables users to manage the entire customer life-cycle, right from pre-sales to post-sales functions – on a single platform. This involves capturing leads, tracking and winning deals, onboarding customers, providing customer support, and a lot more.

With Monday.com, you stay aligned with your business objectives through every stage of the customer management process. The informative reports can help you have complete visibility over the activities of your sales operations and effectively close more deals. No matter if you want to streamline your sales pipeline, want to create a compelling marketing process, or enhance customer support functions – monday.com comes to the rescue and provides solutions for all your concerns.

A great benefit of monday.com is that it offers a 14-day free trial for users to test all the features and functionalities of the platform. This helps them understand how useful monday.com is for their business and accordingly, they can choose a plan that suits their business requirements perfectly. Join over 100,000 businesses that trust monday.com and help your business grow at a great pace.

Pros

  • Easy to use tool with a beautiful design.
  • Ability to integrate all your tasks into the calendar.
  • Templates can be customised to meet specific customer needs.
  • World-class project management features and functionalities.

Cons

  • Can be quite expensive for smaller businesses or teams.
  • Need the option to use formula columns in automation.
  • Dashboards are extremely simplistic.
  • With a number of aspects, it can be a little confusing for the new users.
 
 
Read More
 
 
Read More
 
 
Read More
Creatio CRM Review | SaaSCosmos

Creatio

Your search for a full-fledged CRM platform ends here. Creatio can offer next-gen customer management solutions that can help you to efficiently manage customer journeys right from lead generation to customer acquisition to account maintenance. Being highly customisable and user-friendly, Creatio can immensely benefit businesses of any size or scale. It comprises some of the most effective CRM software systems in the industry.

This versatile customer relationship management tool is designed to optimise daily marketing and sales functions so as to make client communications more engaging and value-driven. With Creatio, gaining in-depth knowledge about your customers becomes extremely easy and efficient. The users can then make use of data collected from all the touchpoints to craft more targeted and customer-oriented communications.

With the website behaviour tracking feature, Creatio enables users to dig deeper and gather information about pages visited, website paths, and time spent on the site. Furthermore, Creatio users can also identify lead generation channels and sources to evaluate the effectiveness of their practices. The platform comes with an attractive management interface that outlines the relationship between marketing campaigns, customer services and sales.

Pros

  • With Creatio, it is quite easy to generate statistical reports.
  • Super flexible and great for all types of businesses.
  • Cheaper as compared to a number of CRM platforms.
  • Intuitive and easy-to-use structure and page layouts.

Cons

  • The learning curve is very steep and requires in-depth expertise.
  • Integration to third party apps requires improvements.
  • UI could have been more attractive and cleaner.
  • System updates require testing before implementation.
 
 
Read More
 
 
Read More
 
 
Read More
Salesmate CRM Review | SaaSCosmos

Salesmate CRM

Salesmate is a comprehensive cloud-based CRM platform that makes it easier for you to manage your pipeline and engage deeply with customers. With Salesmate, users close deals much faster by focusing on the right lead at the right time and carrying out appropriate practices. Salesmate also offers deeper insights into your sales pipeline which can help you boost your business performance through data-driven decision-making.

With a built-in calling and texting system in 90+ countries, Salesmate users don’t need to incorporate any third party calling software. By offering a 360-degree view of the customer, Salesmate enables your team to devise effective strategies and have meaningful customer conversations. With the feature to send targeted emails, texts, calls, follow-ups, etc, Salesmate helps users to reach and convert maximum prospects easily.

Salesmate automates sales and engagement workflows that include creating and assigning tasks, syncing customer information across systems, sending personalised greetings, etc. There is also a 15-day free trial to check out the end-to-end features offered by the Salesmate platform. So, start using an intuitive sales pipeline that perfectly aligns with your natural sales intelligence and reaps higher returns for your business.

Pros

  • Managing CRM, even through mobile devices, becomes a lot more efficient with Salesmate.
  • Customer support is great and ranks high above most other platforms.
  • Ability to send bulk emails/ text messages effortlessly.
  • Customisation capabilities are exceptional.

Cons

  • No feature to export messages and emails.
  • Search functionality for emails is not up to the mark.
  • Absence of automation triggers for deal pipeline stages.
  • Integration options could have been more versatile and better.
 
 
Read More
 
 
Read More
 
 
Read More
Keap CRM Review | SaaSCosmos

Keap

Here’s an exceptional platform to grow your sales significantly and ensure timeliness with automation. This platform organised the information of all customers in a single place and eliminates repetitive tasks so that you can focus more on core business activities. The standout feature of Keap however, is its ease of use and simplicity. Collecting more leads and converting them into clients also becomes a lot more effective when you’re using the Keap platform.

With Keap platform’s automation capabilities, you can trigger personalised follow-ups to close maximum deals. These trigger responses are based on customer data and behaviour. Migrating data from any other CRM platform is also simple and absolutely free with the Keap platform. The integration offerings of Keap are also quite diverse and versatile which delivers great value to the users.

The pricing plans of Keap start with $79/ month and vary based on the number of your contacts. Right from contact segmentation to lead scoring, Keap offers solutions for each and every aspect. There is also a 14-day free trial on offer wherein users can explore the complete functionality of the chosen package. This way, Keap provides users with the privilege to first test the platform and only make a purchase if they are satisfied with its features.

 

Pros

  • Amazing onboarding campaign.
  • Admin difficulties are resolved easily and quickly.
  • Interface is simple and extremely easy to use.
  • Customer segmentation helps immensely in sending more personalised emails.

Cons

  • Learning to use all features of the platform can be quite difficult.
  • The pricing plans of Keap are a bit on the expensive side.
  • Search options are limited.
  • The look of emails is very flat and unattractive.
 
 
Read More
 
 
Read More
 
 
Read More

Leave a Reply

Your email address will not be published. Required fields are marked *

You may also like