Best CRM Software in 2024 [The Ultimate List]

Last updated on March 12, 2024
Author: Georgi Todorov

Last updated on March 12, 2024
Author: Georgi Todorov

Managing a business is tough.

It’s tough if you’re a small start-up, a large enterprise, or a one-man-band freelancing your way through life.

Near impossible.

It’s like managing a daycare full of children while there are more children coming through the door.

Without the right tools, that is.

While you’re focusing on looking after your current customers, you’re not on the lookout for new business.

When you’re trying to generate new leads, you’re neglecting the current customer experience.

To manage all these different customer relations – both old and new – you need a CRM.

A CRM solution is a customer relationship management software.

And it’s how you can take care of everyone who can make a difference to your business.

This guide will give you an in-depth overview of the different CRMs available.

So that you can find the best option for you and your business.

Table of Contents

How to Choose the Best CRM Software for Your Business in 2024?

There are several things to consider when choosing a CRM solution for your business.

Budget

The size of your business will determine how much you can afford to spend on software.

A lot of CRM providers charge on a monthly basis per user.

If you have a large enterprise where everyone needs access, it’s going to cost a pretty penny.

If you’re a start-up or a freelancer, a freemium plan may have everything you need without having to break the bank.

Integrations

If you’re already using tools like MailChimp or QuickBooks, you want to find a CRM that offers pain-free integration.

You should try to bring together as many systems and tools as you can.

So that you can have a single dashboard for all your needs.

The idea of a CRM is to make everything a little more streamlined so your business can run smoothly.

Technicality

No business owner has the time to sit down and get to grips with new software.

And your employees don’t either.

Some CRMs will be harder to navigate than others.

Choose a CRM with a simple interface, great customer support, and tutorials available.

This will help you feel reassured that if something does go wrong, you’re covered.

What Is The Best CRM Software in 2024?

So what is the best CRM software?

The answer is not so simple.

This ultimate list of CRM providers will help you find the perfect choice for your business.

Some will be more suited to some niches, while others will offer all the integrations you can think of.

We’ve made the choice even easier for you by highlighting the key features and pros and cons.

You’ll also find the prices for different packages at the bottom of each summary.

You’re welcome.

Zoho CRM – The Best CRM Software for Small Business

Zoho gives any business owner a 360-degree view of the whole workflow.

You can track all the essentials, from sales automation to marketing opportunities.

The platform keeps in mind your end goal of increasing conversion rates.

Zoho is one of the most popular CRM platforms for small and medium-sized businesses.

Key Features

Detailed analytical CRM – for creating actionable insights
AI ‘Sales Assistant’ – helps you to make decisions based on a customer’s profile
Gamification tools – to help your small business get the most out of your leads
Reporting and sales forecasting – for money and cash flow management
Sales automation – set out each step of the sales funnel process

Pros

Customer support is available via live chat, email, social channels, and telephone
High level of marketing automation – making your business easier to run
Customizable platform with over 100 3rd party integrations
Perfect for businesses looking to expand and grow rapidly
Mobile CRM app available for paid users
Multiple languages available for international business growth
Unlimited free plan for up to 3 users
15 day free trial for paid accounts

Cons

Tutorials and guided videos are complicated for beginners
Hit and miss customer support
Individual email tracking is not available
Occasional bugs within the platform

Prices & Packages

Freemium plan for up to 3 users
Standard: $12 per user per month
Professional: $20 per user per month
Enterprise: $35 per user per month
All plans billed annually
15-day free trial

Pipedrive – The Best Sales CRM Software

Pipedrive is one of the best CRM software for E-Commerce and multi-channel businesses.

The top-quality AI allows you to automate day-to-day tasks that would ordinarily feel monotonous.

That means you have more time to focus on growing or marketing your business.

Key Features

Track leads and sales – using forms and around the clock chatbots
Organize your sales pipeline visually – with hot, warm, and cold categories and custom stages
Full contact history of calls, emails, and webchat for real-time communication tracking
Dedicated app for mobile – manage your business and increase sales on the go

Pros

Plan, create and track special deals
Create win probabilities for each lead
Customizable fields for customer data
Real-time activity reports for sales calls, emails, and more
Identify where leads are really coming from
Automation tips and recommendations
Free trial available

Cons

No freemium plan
No extra features for marketing or customer engagement
Will need another data integration tool for scalability
Not compatible with Oracle, SAP, or Microsoft Dynamics

Prices & Packages

Essential: $15 per user per month
Advanced: $29 per user per month
Professional: $59 per user per month
Enterprise: $99 per user per month
14-day free trial
Discount when paying annually

HubSpot CRM – The Best CRM Software for Marketing

HubSpot is the most popular CRM software solution.

The platform offers sales and lead management, as expected.

However, it also includes a full marketing suite.

This CRM solution is great for saving time across all departments of your business.

Key Features

Built-in analytics – for emails and sales pipeline data
Send free, personalized emails – to nurture leads
Email integration – to sync contacts into one database
Live chat and chatbots available – to provide top-class customer support

Pros

Free plan available
Integrated marketing, customer service, and document management tool
Database segmentation for effective email marketing
Access all emails in one team inbox
Ad management for Google, Facebook, Instagram, and LinkedIn

Cons

Very little support while setting up
Quite pricey – not ideal for start-ups or small businesses
Reports suggest the platform can be quite glitchy

Prices & Packages

HubSpot offers its services in packages for marketing, sales automation, and customer engagement.
They also offer all services in a single CRM suite with prices starting at $68 a month and reaching up to $4,000 a month.
A free plan is available.

Salesforce – The Best Enterprise CRM

You’ve probably heard of Salesforce.

Like HubSpot, they’re one of the most famous CRM platforms, boasting over a million users around the globe.

Salesforce is the best cloud-based CRM software solution.

And it’s not just for sales, as the title suggests.

It actually offers other features for customer service, marketing, and analytics.

Key Features

Track customer parameters – like social media mentions, communication, and customer data
Set sales goals – to achieve the best performance, updating targets along the way
Drag and drop workflow – for easy tracking and updating
Opportunity management – identify the best opportunities for closing deals

Pros

Salesforce’s ‘first feed’ feature shows you what you want to see first, based on your settings
24/7 customer support via email, phone, and an online ticketing system
A high level of personalization and automation is available
Free trial for 30 days
Online CRM system
Open API
Multi-language and multi-currency available
Salesforce email integration
Einstein Lead Scoring feature
Salesforce CRM app available for tablet and mobile
3rd party integrations like LeadExec, Zendesk, and Zuora
Saves time with bulk emailing

Cons

No live chat customer support is available
On-premise deployment is not available
Salesforce can be costly for small businesses

Prices & Packages

Salesforce Essentials: $25 per user per month
Sales Professional: $75 per user per month
Service Professional: $75 per user per month
Pardot Growth: $1,250 per month
Billed annually
30-day free trial

Aritic – The Best CRM Platform for B2B Business

Aritic PinPoint is a unified marketing automation software platform for marketing operations teams.

It has a landing page, lead scoring, lead tracking, leads nurturing, and email campaigning features with the mobile-optimized interface, CRM, and social integrations.

Key Features

Landing page builder
SEO tracking
Keywords tracking
Lead scoring
Lead tracking
Lead nurturing
Email campaign management
Email campaign automation
Push notification campaigns
Marketing campaign builder
A/B testing
Website tracking features with marketing assets management

Pros

Aritic PinPoint integrates with CMS like WordPress and Drupal. In addition, it has bi-directional native CRM integration with Salesforce, SugarCRM, Dynamic CRM, Zoho CRM, and social media platform integration with Facebook, Twitter, LinkedIn, Google Plus, Foursquare, and Instagram
Designed and developed to be mobile-friendly
It is user-friendly and is easy to understand in seconds. Signing up with Aritic PinPoint is seamless, and the payment structure is hassle-free
PinPoint is simple, power-packed, secured, pocket-friendly, and a transparent marketing tool

Cons

No Free Trial on paid Aritic PinPoint plans

Prices & Packages

Lite Version – $19/month + 1 free user
Starter Version – $79/month + 2 users free
Professional Version – $99/month + 5 users free
Enterprise Version – Contact Support
Free Version of Aritic PinPoint available

Agile CRM – The Best Low-Cost CRM Software

This cloud-based, SaaS CRM brings together both marketing automation and sales.

And it comes with an attractive price tag. It is one of the best CRM for photographers, freelancers, charities, and small start-ups.

Key Features

Efficient contact management
Drag and drop task lists – for easy project management
Streamlined calendar – with shareable invites and follow up reminders
Create, send and track email campaigns

Pros

Free plan available for up to 10 users
Cloud-based
Easy to use interface
Workflow automation
High-quality customer support via phone, live chat, email, or a ticketing system
Email tracking and analytics
Auto-responses available
3rd party integrations with social media, accounting, and customer service apps
Personalized SMS marketing campaigns
Convert abandoned carts/visitors with exit intent pop up
Scalable and highly customizable

Cons

Customer support is not available on weekends
No option for multi-language
Automation can be clunky

Prices & Packages

Free plan for up to 10 users
Start: $8.99 per user per month
Regular: $29.99 per user per month
Enterprise: $47.99 per user per month

Nimble – The Best CRM Software for Beginners

Simple and effective, Nimble is a great CRM for beginners and small businesses.

The platform integrates with G-Suite and Office 365, so you can keep everything in one place.

Update contacts, analyze data, and manage your workplace from the easy-to-use interface.

Key Features

Centralized lead database – Automatically brings together social media connections, email inboxes, calendar schedules, and other communications
Contact Segmentation
Opportunity alerts – So you never miss an opportunity to close a deal
Visual sales pipeline
Task manager – Create and assign tasks to different employees

Pros

Bulk emailing
Analytical CRM for marketing campaigns
3rd party integrations for Gmail, HubSpot, MailChimp, Outlook, etc
Access contact records quickly and easily
Smart contacts app for managing calendars and tasks
Ideal for scaling business
High levels of customization
14-day free trial
Group messaging
Create and assign tasks
GDPR compliant

Cons

Auto-response emails are not available
No free plan
You’ll need another sync tool for third party integrations

Prices & Packages

$25 a month when paying monthly
$19 a month when paying annually
14-day free trial

Adsoup – The Best CRM Software for Client Support

Adsoup’s CRM focuses on streamlining all client and business communications with clients.

It’s ideal for those looking for a sales CRM and is best suited to small or medium businesses.

Key Features

Mobile compatibility – can serve your customers from wherever, whenever
Revenue monitoring – See which channels are generating the most revenue
Centralized communication – so teams can manage several customer interactions in a single platform

Pros

Great free plan
7 day free trial for a paid plan
The automated, canned responses feature
Real-time tracking
Cloud-based CRM
Live chat customer support
View multiple channels on a single dashboard
Document storage
Drag and drop sales management
3rd party integrations

Cons

Customer support is unavailable on email or phone (only live chat)
No multi-language available (English only)
Add-ons can become costly
Free and Start-up plans only allow 1 user

Prices & Packages

Free forever freelancer package – 1 user only
Start-up: $19 a month – 1 user only
Business Pro: $56 a month – 5 users
7-day free trial
Discount when billed annually

Freshworks CRM – The Best Sales Tracking Software for Small Business

(Previously known as FreshSales)

This CRM uses AI functionality to give you a full view of your business.

You’ll be able to track email activity and produce detailed lead score reports.

Key Features

Lead management tools – for converting leads into customers
Sales funnel – features allow you to see with customers convert most
AI scoring – to help identify customers most likely to convert
Webform integration – customer data automatically becomes leads

Pros

High level of automation is available
Integrates with MailChimp, Piesync, Calendar, and Zapier
Segment leads based on customer behavior
Create personalized voicemails or welcome emails
Fully compliant with GDPR
Free trial available (21 days)
Great customer support

Cons

Not as many 3rd party integrations as competitors
No reporting tools in the free plan
A lot of advanced features are reserved for premium plans
Customer support is not available on weekends

Prices & Packages

21-day free trial
Free plan available
Growth: $29 per user per month
Pro: $69 per user per month
Enterprise: $129 per user per month
Billed annually

Creatio – The Best CRM Software for Recruitment Agencies

Creatio is both a CRM and business process management program (BPM).

The platform makes everyday marketing a total breeze and workflow processes easy to understand.

Unfortunately, the platform doesn’t currently have a social CRM integration.

Key Features

Extensive business management tools – Including project management, sales mapping, workflow customization
Order and invoicing – Ideal for E-Commerce (commerce plan only)
Chat window – For discussing work with remote colleagues

Pros

14-day free trial available
Ideal for e-Commerce
Sales forecasting
Low code customization
Create multiple dashboards
Android and iOS CRM apps are available
Integrates with Excel, Google G Suite, Office 365
Supports multi-currency
24/7 customer support

Cons

Pricey
No social media integrations
You May have to buy more than one package to have all the tools you need
Live chat or AI bots are not available
No analytics

Prices & Packages

14-day free trial
Minimum $5000 purchase volume per year
Team: $30 per user per month
Commerce: $35 per user per month
Enterprise: $60 per user per month

Bitrix24 – The Best Free CRM Software

This free CRM offers basic lead management, customer data, and relationship tracking.

Ideal for small and medium businesses.

The CRM features marketing automation, file sharing, and other integrations.

Key Features

Webform designer – Create new lead collection forms, or edit old landing pages
Communication channels – Such as video chat, chat rooms, and workspaces
HR management – Attendance reports, payroll, and employee directories

Pros

Free plan available
Third-party integrations for Mailchimp, Basecamp, Gmail, and more
Free domain
An extensive number of features are available

Cons

Functions can be overwhelming (no option to add or remove features)
Integrations cost
High learning curve
Limited marketing tools

Prices & Packages

Free plan available (up to 12 users)
30 day free trial of premium
Plus: $39 per user per month (up to 24 users)
Standard: $99 per user per month
Professional: $199 per user per month

Salesflare – The Best Sales CRM For Automation

Salesflare is the best CRM for sales and automation.

It brings together all sales information without the need for manual input.

This CRM takes the administrative workload off your sales team.

So they can focus on gathering new leads, rewarding loyal customers, and growing your business.

Key Features

Drag and drop sales pipeline – multiple pipelines are available
Email tracking – See how customers interact with your emails
Email workflows – Automate repetitive emails
Follow up reminders – Never miss an opportunity
AI business card scan – Scan a business card for company data to automatically add it to the system

Pros

Incredibly fast set up: Up and running in around 3 days
Easy to use, intuitive interface
Easy to track customers and keep them happy – happy customers mean more sales
A business card scanner makes networking quick and simple
Very visual pipeline for the whole team to understand
Free trial available

Cons

Doesn’t offer on-premise deployment
English only

Prices & Packages

Growth: $29 per user per month
Pro: $49 per user per month (most popular package)
Enterprise: $99 per user per month
Billed annually
Free trial available

Insightly – The Best Customer Relationship Management Software

A modern CRM tool that makes building lasting relationships with your customers easier.

Key Features

Lead Routing – Identify exactly where leads are coming from, and how they develop
Client Onboarding and Management – Get new leads and customers added to the system. Nurture these clients into strong relationships
Streamlined communication – Integrates with Gmail, Mailchimp, Dropbox, and Outlook
Sales Pipeline Tracking – Monitor the sales team and manage sales pitches through an easy-to-understand sales funnel

Pros

Mobile apps available for on-to-go management via iOS and Android
The visual dashboard makes it easy to track different metrics
Military-grade AES-256 encryption
GDPR-compliant
Perfect for scaling your business
Fully customizable to meet your requirements
Automated email reminders for following up with clients and meetings
14-day free trial available
Affordable
Customer support is available via phone, tickets, and email
Helpful tutorials for a smoother learning curve
Tracking and analytics in real-time
User-friendly and intuitive

Cons

No live chat for customer support
No multi-language available (English only)

Prices & Packages

Free CRM plan for up to 2 users
Plus: $25 per user per month
Professional: $49 per user per month
Enterprise: $99 per user per month
Billed annually
14-day free trial

Really Simple Systems – The Best CRM Software for an Individual Solopreneur

As the title suggests, this really is a simple CRM that’s easy to use and available anywhere.

The cloud-based CRM gives you everything you need to get to grips with the software, and how to get the most out of it.

The CRM features marketing campaigns, sales, and customer service.

It’s great for managing multiple sections of your small business or single-person enterprise.

Key Features

Case Management – Monitor and manage customer queries
Sales forecasting – Giving you a heads up on what the next few months, or years, look like
Email automation – Make email marketing campaigns run as smoothly as possible while you focus on getting new leads

Pros

Full CRM with sales, marketing, and customer service integration
Easy to use, simple interface
SLA and case reports for customer service
Free CRM plan available
Centralizes email communications
Scalability for your business
Real-time synchronization
Compatible with mobile devices
Integrates with SageOne, Gmail, Xero, and more

Cons

No project management view
Doesn’t offer many third-party integrations
Can’t accommodate for niche business
Mobile apps are not particularly user-friendly

Prices & Packages

Free plan available
Starter: $14 per user per month
Professional: $30 per user per month
Enterprise: $46 per user per month
Bill annually (monthly billing also available)
14-day Free trial available

Quickbase – The Best CRM Software for Construction

This CRM is a versatile platform that suits a variety of different businesses.

The application combines sales, marketing, and customer service.

So you can have a synergized look at your all operations.

Quickbase is one of the best CRM software for collaboration.

Knowledge and data sharing are at the forefront of their platform.

Key Features

Drag and drop dashboards – to help you get the customized view you need
Streamlined workflows – to boost productivity
Immediate alerts – giving sales teams the chance to respond to customers immediately

Pros

Cross department data sharing
Automated workflows
Cloud-based
Drag and drop
Perfect for customization
Mobile friendly

Cons

No free plan is available
Takes a little time to get used to
Pricing is based on customized features rather than specific to each plan

Prices & Packages

Premier: $500 per month
Platform: $1600 per month
Enterprise: Custom pricing
Billed annually
30 Day free trial

Monday.com – The Best CRM for Freelancers

Monday.com started its journey as a project management tool.

They now offer a sales pipeline feature, perfect for freelancers and small businesses.

The CRM is visually easy to use and gives you plenty of features to track leads and sales.

Key Features

Visual-first tool – Making at-a-glance management easy
Lead tracking – Find out where your best leads are coming from
Communication tracking – Teams can keep track of customers’ queries and responses via social or email
Task assignment – Manage your team’s workload. Assign, track and schedule tasks

Pros

Visually easy
Cuts down on complexity
Manage your salespeople
Track leads
Intuitive interface
Cloud-based
Integrates with Dropbox, Excel, Google Suite Trello, Zapier

Cons

Only centered around project management
Per-user pricing
Time tracking and expenses tracking are difficult
Some people find the dashboard cluttered and disorientating
No extensive integration with third parties

Prices & Packages

14-day free trial
Basic: $25 per user per month (up to 5 users)
Standard: $39 per user per month (up to 5 users)
Pro: $59 per user per month (up to 5 users)
Enterprise: $118 per user per month (up to 5 users)

Keap – The Best CRM Software for Startups

Keap and Infusionsoft have created a full-range, collaborative CRM for marketing and sales.

All to help you grow your business.

There are several email integrations available, marketing templates, and automation.

The CRM is perfect for start-ups that have a lot to keep track of.

Key Features

Trigger emails – Reminding the sales teams to follow up with customers to enhance the customer experience
Customizable dashboard – For an easy to understand overview
Automation for email campaigns – Allowing you to focus on growing your business
Invoicing and payments – Keeping all parts of the business in one single platform

Pros

All in one sale, marketing, and growth CRM
Activity logging
Trigger emails and reminders
Integrates with Gmail and Outlook
Email marketing templates included
Personalized email campaigns
Customizable management dashboard
Segment clients for more personalization

Cons

Customer service needs improving
Steep learning curve
Pricing is based on the number of contacts
Pricing based on 1 user, $30 for extra users

Prices & Packages

14-day free trial
Lite: $79 per month
Pro: $159 per month
Max: $199 per month
Max Classic: Custom pricing
All prices are based on 1 user, 500 contacts

PipelineDeals – The Best Customer Database Software for Small Businesses

PipelineDeals is an all-in-one, online CRM software with a core focus on sales.

It also promotes employee empowerment, making it ideal for small businesses to find their feet.

Key Features

Sales Pipeline Management – Visualize your sales pipeline and optimize each step
Lead Management – Track leads and receive nudges for follow-ups and conversion opportunities
Sales Team Activity Tracker – This collaborative CRM helps keep track of your sales team. This removes confusion about overwork, promotes collaboration, and sets clear objectives

Pros

14-day free trial available
Unlimited contacts
Unlimited, cloud-based file storage for better organization
Importing/exporting data with Excel
Easy and inexpensive setup
Great for scaling your small business
Available on iOS and Android
Track email open rates, click-through, and downloads
Third-party integrations with Mailchimp, Outlook, Excel, and Zapier
Multi-currency available
Comprehensive data analytics CRM
Customer support via email, phone, live chat, and tickets

Cons

No free plan is available
English only

Prices & Packages

Start: $25 per user per month
Develop: $33 per user per month
Grow: $49 per user per month
Billed annually
14-day free trial

Startinfinity.com – Best CRM Software for Medium Businesses

This project management CRM gives you and your team the chance to track, view, and collaborate.

The versatile, customizable platform offers plenty of filtering options and workspace templates.

Key Features

Workspace management – Manage different clients or brands from a centralized platform
Extensive filtering options – Choose from date, labeling, text, attachments, checklists, progress, formulas, and more
Workflow management – Integrate other workflow platforms to keep everything in one place

Pros

Intuitive interface
iOS and Android mobile apps are available
Lots of templates for workspaces
Useful customer support and forum
Cloud-based storage
30-day money-back guarantee
Single payment available

Cons

Speed can be much slower than other CRMs
No automation

Prices & Packages

Free trial available (via 30-day money-back guarantee)
Current offer: Single payment for lifetime package $149 (based on 5 users)
Alternative pricing for $9 per user per month

Zendesk – An Enterprise Contact Management Software

Zendesk is a renowned software developer who has now created its very own CRM.

It’s perfect for managing customer data and relationships at an affordable price.

Zendesk is actually used by popular brands across the globe like Shopify, UBER, Netflix, and more.

Key Features

Powerful helpdesk – Keep tabs on customer queries to enhance the customer experience
Omnichannel integration – for a centralized look at your business
Consumer behavior analysis – To provide the best marketing and service to customers

Pros

Customizable
Workflow automation and ticketing system
Combines communications from phone, web, social media, and email
Work on multiple brands with linked accounts (one of the best b2b CRM software)
Interactive messaging tools (AI, chatbots)
Great customer support (phone, email, ticketing, live chat)
High security
Free trial available

Cons

Tricky interface
Slight learning curve
Highly focused on customer service

Prices & Packages

Free trial available
Billed annually
Team: $19 per user per month
Professional: $49 per user per month
Enterprise: $99 per user per month

Engagebay – The Best CRM Software with Xero Integration

One major benefit to Engagebay is that it is a cloud-based platform that integrates with Xero.

The full-range CRM allows you to manage sales, customer service, and marketing.

It is even seen as one of the best accounting CRM software within a single platform.

The CRM focuses on automation, so you can run your business as efficiently as possible.

Key Features

Full email marketing suite – Create campaigns using auto-responses, event-triggered emails, and A/B testing
Lead Generation – Import, export contacts and use scoresheets to manage opportunities
Contact management – Set up live chat, web forms, and landing pages to collect leads
Analytics and campaign creation – Customizable CTAs, drip campaigns, and visitor tracking
Multi-channel marketing management – Manage all social channels, email, web, and marketing campaigns

Pros

Free CRM plan available
Fully marketing suite for email and social CRM
Extensive third-party app integrations
Customizable while you scale your business
User-friendly
Customer support is available via phone, live chats, email, tickets
Free trial available
Cloud-based
GDPR compliant
Real-time tracking
Lead generation tools like pop-ups and forms
Save time on essential tasks with automation

Cons

English only
Free templates are a little outdated

Prices & Packages

Free plan (1,000 contacts, 1,000 branded emails)
Basic: $11 per user per month
Growth: $39.99 per user per month
Pro: $63.99 per user per month
Billed monthly, annually (20% off), or bi-annually (40% off)
Free trial available

Bonsai – The Best All Round CRM Software

With Bonsai you get a complete package that covers all the bases, not just customer relationship management. Life can be hard for a freelancer. There are so many balls to juggle that it’s easy to drop one or two.
However, with this CRM tool, you can be more successful and productive. It’s able to help in so many different ways when it comes to managing your clients and leads.

Key Features

Creates contact forms
Creates a personal portfolio page
You can manage all clients directly from the app
Helps you gather project requirements and send proposals
Send proposals in three different ways: with a link, email, or PDF
Send contracts and get them signed
Built-in project management and time tracker
Supportive and helpful community

Pros

Great for keeping track of various documents associated with different projects
You can easily track the time you spend
The contract creation tool removes the need for a lawyer
Easy to understand and master

Cons

The contract creation tool has limitations
The time tracking feature fails to capture evidence of your work
Only available in English
Prices & Packages

Prices & Packages

You can trial Bonsai free for 7 days. If you like what you find, there are three packages to choose from. Bear in mind that if you pay for one year you get 2 months for free. The packages are as follows:

Starter package: $17/month. It’s ideal for contractors and freelancers just starting out.
Professional package: $32/month. This package is everything you’ll need for growing your independent business needs.
Business package: $52/month. This is the perfect package for agencies and small businesses.

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FAQ

What is CRM Software?

CRM Software is software used to manage customer relationships.

The acronym stands for Customer Relationship Management software.

Businesses use CRMs to manage communications between themselves and their clients.

The platform keeps customer interactions streamlined and organized.

Rather than having to dip into different inboxes, social media profiles, and website forms.

What does a CRM system do?

A CRM system centralizes all communications between a business and its clients.

It can boost productivity, improve the customer experience and turn leads into conversions.

Some CRM systems have additional marketing and sales features.

Is CRM a tool?

Yes, a CRM is a tool that is particularly useful for sales-related businesses.

It can help you build and nurture customer relations.

A CRM brings together all contact points where the business can be reached by a customer.

You can then get a better overview of where leads are coming from.

What are some examples of CRM software?

Some examples of CRM software include popular brands like HubSpot, Zendesk, and Salesforce.

These are perhaps the most popular platforms used by small and large enterprises across the world.

Does Google have a CRM?

Google doesn’t currently have its own CRM system.

But, there are plenty of options that integrate with Gmail, Google Drive, and other elements of the G Suite.

Zoho, HubSpot, Agile, Salesforce, and Freshsales all offer third-party integrations for Google.

Is HubSpot CRM really free?

Yes!

HubSpot offers a freemium plan with no limits on customer data.

You can use HubSpot for free for up to 1 million contacts – so there’s a chance you’ll never need to upgrade to a paid plan.

More advanced features are available on paid premium plans, however.

What is a CRM database?

A CRM database is a log of all the information you have about a customer.

It could be their email address, postal address, phone number, birthday, business, or contact preferences, for example.

A CRM database helps you to market your business to the right people at the right time.

Is Act a good CRM?

Act is an average CRM for businesses.

Via the Capterra website, the CRM scores an average of 3.7 out of 5 based on 651 reviews.

Act an easy-to-use tool, but some people think the CRM system is a little outdated.

Especially in comparison to other options available on the market.

What is the best CRM software that integrates with WordPress?

WordPress offers its own CRM software called WP Fusion.

You can also integrate WordPress with HubSpot, Jetpack CRM, Freshworks, and Zoho.

Search for these platforms in the WordPress plugin library.

What is the best open-source CRM software?

The best open-source CRM software is SuiteCRM.

Other notable options include Odoo, X2CRM, and Vtiger CRM.

With open-source, you will likely need a web developer on hand to make customizations.

If you’d prefer an out-of-the-box option HubSpot and other options in this list are worth considering.

What is the best CRM software that integrates with QuickBooks?

Salesforce, Insightly, HubSpot, and Pipedrive all offer integrations with accounting software like QuickBooks.

Conclusion

With so many options to choose from, you should now be able to find the perfect CRM system for your business.

Each platform will have specific perks for different niches, so it’s a good idea to take advantage of free trials to see which works best for you.

Georgi Todorov

Georgi Todorov is the founder of ThriveMyWay, a website dedicated to teaching successful digital marketing strategies. Georgi is regularly called upon by companies seeking to develop and enhance their SEO and link-building strategies in order to achieve hockey stick growth. When Georgi isn’t working, you can find him getting close to nature, learning online or traveling.

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