[2024] 9 Best CRM Software Platforms – Trusted By PRO

This article introduce to you TOP 9 Best CRM Software Platforms in order to boost X10 your productivity in working. These brands are carefully chosen based on user reviews and feedbacks.

In today’s fast-paced business world, using Customer Relationship Management (CRM) software is like having a secret weapon. It’s a must-have for companies wanting to make things smoother when dealing with customers, boosting their sales game, and making marketing strategies a breeze. As we roll through 2024, the world of CRM keeps changing, offering tons of options made to fit all kinds of businesses. Whether you’re a small startup or a big player, picking the right CRM platform can be a total game-changer, giving you the inside scoop, boosting efficiency, and putting you ahead of the competition.

In this guide, we’re breaking down some of the coolest CRM software out there. Whether you’re all about improving how you connect with customers, automating those sales tasks, or digging into your data for some real nuggets of wisdom, our list is your go-to for finding that perfect CRM tool that’s just right for your business goals.

Summary table of Best CRM Software Platforms

Name Key Feature Website
Capsule CRM Sales Pipeline Visualization Capsule CRM
HubSpot Centralized Database HubSpot
Pipedrive AI-powered Sales Assistant Pipedrive
Formaloo CRM Drag-and-Drop Building Blocks Formaloo CRM
Folk CRM Contact Sync Folk CRM
Keap Small Business Automation Keap
Salesforce Sales Cloud Customizable Process Management Salesforce Sales Cloud
Ontraport E-commerce Capabilities Ontraport
Nutshell Customizable Notifications and Pipelines Nutshell

1. Capsule

Capsule CRM stands out as the go-to option for small to medium-sized businesses, prioritizing a straightforward yet powerful CRM experience. It’s all about keeping things simple while still packing a punch, making it perfect for companies that want to streamline how they engage with customers and handle sales, without dealing with overly complicated systems.

At the heart of Capsule CRM is a super easy-to-use contact management system. It lets businesses keep a tight grip on client, prospect, vendor, and customer info. Plus, there’s a centralized document management feature that makes dealing with contracts, proposals, and invoices a breeze. The real strength of Capsule lies in how it brings different CRM aspects together in one friendly interface.

But that’s not all – Capsule CRM nails it when it comes to showing the sales pipeline visually. This feature helps businesses keep a close eye on sales opportunities, understanding the different stages of the sales cycle, the potential value of deals, and the chances of closing them. And it doesn’t stop there – the platform also rocks task management and calendar integration for smooth scheduling and tracking.

Key Features of Capsule CRM:

  • Contact Management: A solid system for storing and sharing detailed contact info.
  • Document Management: Centralized handling of important business docs.
  • Sales Pipeline Visualization: A clear picture of the sales cycle to track progress and manage opportunities.
  • Task and Calendar Integration: Efficient management and syncing of tasks and schedules.
  • Customization and Integrations: Tailoring the CRM to specific business needs and playing nice with over 50 external tools.

Capsule CRM isn’t just about being feature-packed; it’s also known for being super accessible and easy to use, making it a top pick for businesses new to CRM software. Plus, with a free starter plan and various paid options, it’s flexible for businesses of different sizes and budgets.

2. HubSpot

In the world of customer relationship management (CRM), HubSpot shines as a top choice for businesses looking to scale with agility and precision. Known for its user-friendly interface, HubSpot strikes a perfect balance between simplicity and a wide range of features, making it an ideal solution for those in search of an intuitive yet powerful CRM tool. As it has evolved over the years, HubSpot has expanded its offerings with numerous sales add-ons, integrations, and optional Hubs covering service, marketing, and more, making it a versatile and dynamic platform.

HubSpot’s design philosophy focuses on ease of use, evident in its consistently user-friendly interface. This approach extends to every aspect of the CRM, from simple navigation to the efficient management of contacts and activities. The platform’s design allows users to access everything they need at a glance, be it contact information, deals, or scheduled activities. This streamlined interface is particularly advantageous for businesses that need a CRM solution easily adopted by team members with varying levels of technical expertise.

Adaptability is another notable aspect of HubSpot, catering to businesses of different sizes and types. The free version is a great starting point for startups and small businesses, supporting unlimited users and up to one million contacts. For more advanced needs, businesses can opt for the Sales Hub add-on, unlocking a suite of sophisticated sales tools. This scalability is a core strength of HubSpot, enabling businesses to begin with a robust, no-cost option and expand the platform’s capabilities as their needs evolve.

Key Features of HubSpot:

  • Centralized Database: Streamlines the consolidation of customer information, improving collaboration across teams.
  • Deal Pipeline Management: Offers comprehensive tracking and management of deals throughout the sales cycle.
  • Task Management: Facilitates efficient organization and management of tasks across sales, marketing, and customer service.
  • Email and Call Integration: Simplifies the process of logging emails and calls, scheduling follow-ups, and monitoring customer engagement.
  • Reporting and Analytics: Delivers insightful data through customizable reports and dashboards, aiding strategic decision-making.

HubSpot stands as a powerful ally for businesses looking to optimize their customer relationship management. Its blend of simplicity, comprehensive features, and scalability makes it a preferred choice for companies at various stages of growth, aiming to enhance their CRM effectiveness with minimal complexity.

3. Pipedrive

Pipedrive has quickly become a standout in the world of cloud-based CRM, making waves since its start in 2010. With a global user base surpassing 100,000 businesses, it’s clear that Pipedrive’s effectiveness and appeal have struck a chord. Crafted “by salespeople, for salespeople,” this CRM is all about making the sales journey as smooth and efficient as possible. Its user-friendly design and practical approach have made it a top pick, especially among small to medium-sized businesses.

One of Pipedrive’s strong suits is its knack for creating and managing sales pipelines – a crucial part of any sales strategy. Whether you’re using a pre-made template or starting from scratch, setting up a custom sales pipeline with Pipedrive is a breeze. This flexibility allows businesses to tailor their pipeline stages to fit their unique sales process. Plus, the ability to import deals from spreadsheets or other CRM systems adds an extra layer of adaptability and ease of use.

What sets Pipedrive apart is its integration of artificial intelligence. The AI-powered Sales Assistant steals the spotlight, offering actionable suggestions and automating routine tasks. By analyzing sales actions, it provides insights to optimize the sales workflow, such as tracking email opens and managing community discussions. This not only speeds up deal closures but also keeps sales teams focused and proactive.

Key Features of Pipedrive:

  • Sales Pipeline Management:  Effective tracking of deals, monitoring progress, and identifying potential bottlenecks.
  • Contact Management: Detailed storage of client, prospect, vendor, and customer information for improved relationship management.
  • Task Management: Streamlined assignment and tracking of tasks across sales, marketing, and customer service.
  • Email Integration: Seamless logging of emails, scheduling follow-ups, and tracking engagement.
  • Reporting and Analytics: Valuable insights through detailed dashboards and custom reports.

Pipedrive’s charm lies in its blend of user-friendliness, powerful sales management tools, and innovative use of AI. Its ability to adapt to various business needs, coupled with a comprehensive set of features, makes it an attractive choice for businesses aiming to optimize their sales processes and boost overall CRM efficiency.

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4. Formaloo CRM

Formaloo is transforming the CRM landscape with its no-code collaboration platform, specially crafted for non-technical teams. This innovative customer engagement software enables businesses of all sizes to build custom applications, such as forms, surveys, customer portals, and CRMs, without requiring any programming skills. Its standout feature is the drag-and-drop functionality, ensuring accessibility and user-friendliness for a broad user base.

The platform provides a diverse set of building blocks, including forms, tables, lists, charts, and reports. These elements can be seamlessly combined to create robust applications tailored to specific business needs. Custom applications can be shared within the organization or published externally on websites and social media platforms, making Formaloo an ideal choice for businesses aiming to boost customer engagement and streamline internal processes.

Formaloo’s approach to CRM is distinctive in its customization capabilities. Teams can design unique interfaces for their business data, fostering a more personalized and efficient customer management experience. It also promotes team collaboration, offering workspaces that can be organized into teams, departments, clients, and projects, enhancing collaborative efforts across different team members.

Key Features of Formaloo CRM:

  • Drag-and-Drop Building Blocks: Easy-to-use interface with various components for building complex applications.
  • Relational Databases: Enables the creation of sophisticated databases for efficient data storage and manipulation.
  • App Customization: Tailor interfaces for business data without the need for coding.
  • Team Collaboration: Organize workspaces for effective collaboration across various teams and departments.
  • Secure Data Access: Ensures controlled access to data, maintaining privacy and confidentiality.

Formaloo’s simplicity and accessibility make it a standout choice, especially for teams with limited technical expertise. Trusted by over 25,000 businesses globally, it stands as a testament to its effectiveness and appeal across diverse industries. With a focus on customization and user-friendly design, Formaloo is reshaping how businesses approach CRM and customer engagement software development.

5. Folk

Folk CRM stands out as an all-in-one solution, reshaping the landscape of customer relationship management for businesses seeking a comprehensive and integrated approach. The platform is meticulously designed to streamline interactions and operations, offering a suite of features covering contact management, pipeline management, email campaigns, and analytics.

At the core of Folk’s functionality is the Contact Sync feature, simplifying the centralization of contacts from various sources into one cohesive platform. This efficient syncing process ensures that contacts and interactions from different channels are easily accessible and manageable. Complementing this is the Pipeline Management tool, enhancing the deal-closing process by fostering collaboration and providing a structured approach to managing sales pipelines.

Folk makes email campaigns significantly more straightforward. The platform allows users to send personalized emails on a large scale, supported by AI-generated content and robust tracking and follow-up features. An outstanding component of Folk is the folkX Chrome extension, seamlessly importing contact profiles from the web, streamlining the process of building and maintaining contact databases.

Folk’s versatility is further highlighted by its ability to integrate with various platforms, including social media, communication tools, and automation software. This adaptability makes it a flexible tool catering to diverse CRM requirements. Noteworthy is the platform’s intuitive design and ease of use, allowing users to quickly familiarize themselves with its various features and functionalities.

Key Features of Folk CRM:

  • Contact Sync: Centralizes contacts from multiple sources for streamlined management.
  • Pipeline Management: Facilitates efficient collaboration and management of sales pipelines.
  • Email Campaigns: Enables sending of personalized, AI-assisted emails at scale with tracking capabilities.
  • folkX Chrome Extension: Simplifies importing contact profiles from the web.
  • Upcoming Analytics & Reports: Promises comprehensive insights for data-backed decision-making.

Folk CRM is gaining traction and acclaim among modern companies for its holistic approach to CRM. Its emphasis on ease of use, coupled with advanced features for email campaigns and contact management, positions it as a valuable tool for businesses aiming to enhance their CRM strategies.

6. Keap

Keap, a cloud-based platform tailored for small businesses, seamlessly integrates CRM and marketing automation to streamline operations and fuel growth. Its user-friendly interface, coupled with a comprehensive suite of features encompassing CRM, marketing automation, sales automation, and analytics, positions Keap as a valuable tool for driving predictable growth in small businesses.

The platform simplifies the management of new leads and customer records while automating crucial sales processes. Keap excels in personalized automation and customizable campaigns, specifically designed to meet the unique needs of small businesses. Email and text marketing become efficient with Keap’s curated templates, and the Business Line feature aids in keeping work and personal communications separate on the same device.

Key Features of Keap:

  • CRM for Small Business: Streamlines lead collection and customer record management.
  • Small Business Automation: Offers personalized automation to save time without sacrificing brand voice.
  • Email and Text Marketing: Utilizes templates for effective segmented marketing campaigns.
  • Business Line: Manages work-related calls and texts separately on smartphones.
  • Reporting and Analytics: Provides insights through dashboards and custom reports.

With its emphasis on simplicity and user-friendliness, Keap is a popular choice among small businesses. The platform goes beyond by offering extensive integrations with over 2,500 other tools, enhancing its overall functionality.

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7. Salesforce Sales Cloud

Salesforce Sales Cloud is a top choice for businesses seeking extensive customization in their CRM applications. Renowned for its flexibility, Salesforce provides a variety of customization options and a vast ecosystem of both internal and third-party apps through the AppExchange. This allows businesses to create a highly tailored CRM experience that fits their unique requirements.

A standout feature of the platform is the Flow Builder, empowering users to create custom process management automations. This tool enables the design of specific actions triggered by different records, like contacts, and can be finely tuned with conditions, such as sending follow-up emails based on specific criteria. Salesforce also offers detailed control over page access and field editing, catering to different employee roles and ensuring data integrity and security. This level of detail extends to creating custom help text for fields, reinforcing business practices and providing guidance, especially for newer team members.

Salesforce’s customization capabilities extend to page layouts, allowing users to edit details such as fields and their arrangement. The platform provides tools like the Schema Builder for a visual representation of data flows and relationships between different objects, like contacts and leads. The AppExchange further enhances Salesforce’s capabilities, offering a wide array of integration options with both free and paid apps, tailored to various Salesforce editions.

Key Features of Salesforce Sales Cloud:

  • Customizable Process Management: Create tailored automations with the Flow Builder.
  • Granular Access Control: Manage who can view and edit specific fields and pages.
  • Extensive Customization Options: Customize page layouts, fields, and more for a bespoke CRM experience.
  • AppExchange Integrations: Access a wide range of third-party apps for expanded functionality.
  • Comprehensive Reporting: Generate detailed reports on various aspects of sales and customer data.

Salesforce Sales Cloud’s focus on customization and integration capabilities makes it a powerful tool for businesses requiring a CRM solution tailored to their specific needs. Its advanced features and the ability to integrate with a multitude of third-party applications position it as a highly adaptable and scalable CRM platform.

8. Ontraport

Ontraport is a comprehensive cloud-based platform that seamlessly integrates customer relationship management and marketing automation. Geared towards facilitating business growth, Ontraport is recognized for its effective management of customer interactions and streamlining of sales processes. It brings together CRM, marketing automation, sales automation, payments, and analytics into a cohesive suite, known for its customizable campaigns, personalized automations, and user-friendly interface.

The platform excels in CRM for small businesses, efficiently collecting new leads and organizing customer records to ensure a smooth progression through the sales pipeline. Ontraport’s marketing automation saves time on routine tasks while maintaining personalized and authentic communications. Its email and text marketing tools, featuring curated templates and segmentation capabilities, empower businesses to conduct impactful outreach campaigns.

Ontraport extends its functionality to e-commerce, allowing businesses to sell both digital and physical products through an intuitive order form system. The platform’s reporting and analytics provide insightful data, aiding in strategic decision-making. Customization is a key aspect, offering the ability to tailor the system to specific business needs by modifying data fields, adding tags, and creating custom sales processes.

Key Features of Ontraport:

  • CRM for Small Business: Streamlines lead collection and customer record management.
  • Marketing Automation: Offers time-saving personalized automation workflows.
  • Email and Text Marketing: Provides tools for creating and sending targeted email and SMS campaigns.
  • E-commerce Capabilities: Facilitates online sales of digital and physical products.
  • Reporting and Analytics: Delivers actionable insights through detailed reports and dashboards.

Ontraport stands out for its simplicity and range of features, making it an attractive choice for small businesses. The platform’s versatility is further enhanced by over 2,500 pre-built integrations.

9. Nutshell

Nutshell is a sales-focused CRM platform, meticulously designed to boost productivity and alleviate the workload of sales managers and their teams. It encompasses a range of features, including detailed customizations, team and territory management, and diverse reporting options, all finely tuned to optimize the sales process.

At the core of Nutshell’s functionality is its prowess in providing complete customization of notifications, such as new leads and activities, enabling managers to stay informed about their team’s progress. The CRM’s customized pipelines empower the setting of specific parameters like confidence percentages and automatic deal closures for overdue deals, catering to company-specific needs, including competitor, industry, and market fields.

Territory management stands out as a key feature, allowing leads to be assigned and organized based on geographical areas assigned to sales reps. This feature streamlines lead distribution, ensuring highly efficient operations. Nutshell further integrates social media profiles for added contact context and supports unlimited contacts and data storage. The platform is adaptable for businesses with multiple lines of business, permitting different sales pipelines based on various sales processes.

Key Features of Nutshell:

  • Customizable Notifications and Pipelines: Tailors alerts and sales pipelines to specific business needs.
  • Territory Management: Efficiently organizes leads based on geographical territories.
  • Comprehensive Reporting: Offers detailed reports for sales value, losses, new leads, and more.
  • Forecasting Tools: Includes forecasting for pipeline, quota, and projected sales.
  • Marketing Platform: Enables the creation and tracking of drip email campaigns with detailed analytics.

Nutshell’s marketing platform further enhances its capabilities, allowing users to design and send targeted email campaigns, track website visits, and gather detailed engagement analytics. This integration of sales and marketing tools within a single platform makes Nutshell a comprehensive solution for businesses looking to streamline their sales processes and enhance their marketing efforts.

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Choosing the Right CRM for Business Growth

In the constantly changing realm of customer relationship management, selecting the perfect CRM platform becomes a crucial decision for businesses looking to boost efficiency and drive growth. Each platform, from the user-friendly Capsule to HubSpot’s customizable features, Salesforce’s advanced integrations, and Nutshell’s sales-centric focus, offers distinct advantages.

Whether you’re drawn to Pipedrive’s AI-driven insights, Formaloo’s no-code flexibility, Keap’s comprehensive approach, Ontraport’s all-in-one functionality, Nutshell’s sales-centric features, or Apptivo’s versatile business solutions, these CRM tools cater to diverse business needs and sizes.

The key is to understand your business requirements and choose a CRM aligned with your goals and processes. With the right CRM, businesses can streamline operations, enrich customer interactions, and set the stage for sustained growth and success.

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