The 10 Best Sales CRM Software in 2024
By Eamonn Faherty
Posted in CRM, Featured, Sales Management
By Eamonn Faherty
Posted in CRM, Featured, Sales Management
A customer relationship management (CRM) software is an indispensable tool for salespeople that allows them to visualize all of their important customer information in one place, helping them to streamline their sales processes, enhance customer interactions, and drive revenue growth.
With a multitude of different options available on the market, finding the right CRM software tailored to your team's specific needs can be overwhelming.
In this blog, we'll explore the 10 best Sales CRM software recommendations that cater to different team sizes and requirements, helping you make the best-informed decision for your sales team.
What does a CRM system do?
A Customer Relationship Management (CRM) system helps businesses manage their customer interactions and relationships. With so many of these important customer interactions taking place in different places, be it in person, email, or phone, it’s vital you keep track of them all in one place to help you get a clear view of your customers journey.
A CRM can streamline important customer-related information while also being capable of integrating with other third- party applications. With your data centralized in one place, you will be able to drastically improve your business processes while at the same time delivering the best possible customer experience you can offer.
What are the 3 types of CRMs?
Not all CRM systems are alike and to make them easier to understand, they are broken down into three different categories: Analytical, Collaborative, and Operational.
Analytical CRM
An Analytical CRM analyzes customer data through processes such as data mining, predictive analytics, customer profiling, and more. These types of analyses can provide you with valuable insights into customer behavior, their preferences, and market trends.
With data at the forefront of many businesses decision making now, allowing Analytical CRMs to process that treasure trove of information you have at your disposal can help you drive revenue growth that is backed up by hard data.
Although it doesn’t handle customer interactions, this type of CRM can be great if you’re looking to improve both your internal and external processes.
Collaborative CRM
A Collaborative CRM´s main function is to improve both communication and collaboration between customers and other members of your business. There are two main components to a Collaborative CRM - Interaction Management and Channel Management.
Interaction Management allows you to share important customer information across your team, ensuring everyone who is dealing with these accounts are aligned.
Channel Management on the other hand is all about maximizing the customer experience whether that be in-person, email, over the phone, social media, and more.
This type of CRM is an ideal fit for teams who are seeing problems with their communication processes. With a Collaborative CRM in place, your team can improve productivity, efficiency, and improve your customers experience, all of which will go a long way in driving revenue growth.
Operational CRM
Operational CRMs are designed to streamline all of your business processes and take care of boring, repetitive tasks, allowing teams to focus on delivering the best possible customer experience.
This type of CRM is great for larger businesses who deal with a lot of these repetitive tasks such as sending follow-up emails, creating reports, and scheduling meetings.
It can be used by all departments of an organization from sales to marketing to HR, meaning if you´re looking for one CRM for your company, an Operational CRM may be the way to go instead of an Analytical CRM or Collaborative CRM which are more specialized.
HubSpot: All-in-One Inbound Marketing and Sales Platform
Price: Starter – $50/mo, Professional – $500/mo, Enterprise – $1,200/mo
Features: Inbound marketing and sales tools, streamlining lead management, email marketing, and automation for effective marketing and sales alignment.
Capterra Rating: 4.5/5
HubSpot's CRM offers a unique integration of inbound marketing and sales tools, creating an all-in-one platform for nurturing leads and driving conversions. Trusted by over 184,000 businesses in more than 120 countries, HubSpot is a leader in the space and one of the best CRM software available.
Lead management, email marketing, and automation features are seamlessly combined in HubSpot CRM, allowing sales teams to engage with potential customers at every stage of the buyer's journey.
Picture a scenario where your sales team can not only manage leads and opportunities but also craft targeted email campaigns and track their effectiveness—all within a single platform.
HubSpot CRM empowers businesses to align their marketing and sales efforts effectively, leading to improved lead nurturing and higher conversion rates. HubSpot is famous for its ease of use and has a modern, appealing interface for first-time users.
They do offer a basic free plan which can be useful for individual reps getting started and looking to test out a CRM. But if you begin to look for more advanced features, be wary that their pricing plans will start to increase quickly the more functionalities you need.
HubSpot’s Marketplace boasts over 1500 apps that field sales teams can integrate with, improving the effectiveness of their HubSpot CRM for sales reps.
One such app is Badger Maps, a sales mobile app that helps salespeople spend less time driving and more time doing what actually matters - selling! Badger Maps can streamline your entire sales process and on average, sales teams who use Badger Maps sell 22% more and drive 20% less.
Salespeople have direct access to their HubSpot CRM data in the field through Badger Maps’ bi-directional integration. Customer records and engagements that are created and updated in Badger Maps will be pushed to HubSpot and vice-versa, keeping all of your important customer information up to date as you work in the field.
With other key capabilities such as customer data visualization, check-ins, route optimization and lead generation on the go, Badger Maps helps field salespeople save time on their daily planning, keep better relationships with customers, discover new business opportunities, and close more deals.
Salesforce: Robust Features and Scalability
Price: Starter - $ 25/user/month, Professional - $ 80/user/month, Enterprise - $165/user/month, Unlimited - $ 330/user/month
Features: lead and opportunity management, sales forecasting, customizable CRM dashboards, advanced reporting, and scalability for large teams.
Capterra Rating: 4.4/5
When it comes to robust features and scalability, Salesforce stands as a titan in the CRM software realm. However, with so many different capabilities and integrations, the question a lot of people ask "Is Salesforce a CRM?' The answer is yes, Salesforce is in fact a CRM, and one of the leaders in the space.
One of the best CRM software available to sales teams, Salesforce's scalability allows it to seamlessly adapt to the growing demands of large sales teams without compromising performance.
Imagine managing a sales team of dozens, or even hundreds, of members. Salesforce offers the tools needed to track leads from inception to closure, enabling sales managers to gain comprehensive insights into team performance.
Salesforce works particularly well for large teams with complex sales processes. Its expansive feature set includes lead and opportunity management, sales forecasting, customizable CRM dashboards, process building, and advanced reporting capabilities.
The Flow Builder, for example, is a powerful feature that allows users to create and automate work processes and collect and update customer information, all from an easy-to-use customizable interface that doesn’t require any coding knowledge. The platform's extensive customization options allow businesses to tailor the CRM to their unique needs, ensuring that their specific workflows are supported effectively.
The Salesforce AppExchange lists over 7000 apps that users can integrate with, enhancing their experience using Salesforce CRM, one of the best CRMs for sales reps.
If you are in field sales, we recommend mobilizing your Salesforce CRM with routing and mapping. Badger Maps route planner enables a two-way, real-time native integration with your Salesforce CRM.
Badger Maps allows sales reps to automatically plan, route, and maximize their time in the field by cutting down driving time by 20%.
Integrating Badger Maps with Salesforce will allow you to keep all of your data in sync and up-to-date across all devices while on the go and access and update information in real-time.
Sales teams who use Badger Maps have been able to increase their Salesforce CRM usage by 50%.
“CRM usage increased more than 50% once our sales team adopted Badger”
Ken Buck
Regional Sales Manager, Danaher
Zoho CRM: Customizable CRM Solutions for Small Teams
Price: Standard - $15/Month, Professional - $39/Month, Premium - $79 /Month, Elite - $239/Month
Features: customizable CRM solutions tailored to smaller sales teams, allowing interface, field, and process customization to match specific needs.
Capterra Rating: 4.3/5
A CRM that is renowned for its flexibility and adaptability, although Zoho CRM works well for larger teams, this is one of the best CRM for sales reps working in a smaller sales team.
Small teams generally don’t have the most complex of needs and given that Zoho can offer features such as lead management, email campaigns, pipeline management, and reporting, this efficient CRM tends to satisfy their needs perfectly.
If teams wish to tailor their CRM to meet their specific needs, Zoho CRM's customizable, easy-to-use features ensure that teams of any size can operate to the best of their ability. Users can customize their CRM apps interface, fields, and work processes to match their team's workflows seamlessly.
Zoho is one of the best CRM software and is constantly evolving and updating its long list of features to meet the demands of its customers. A cool new feature allows sales reps to visualize every customer email together. Instead of checking every email individually, users can now see the bigger picture of a customer relationship by viewing all email communication at once in a thread.
For small teams the risk of customer churn is great and any way it can be avoided can oftentimes be make or break for a company. With Zoho CRMs churn prediction feature, users can organize their customers based on their likeliness to churn, enabling sales reps to plan ahead and take the necessary action to ensure they don’t lose their customers to a competitor.
Microsoft Dynamics: Seamlessly Integrated CRM
Price: Prices vary depending on the type of business you are.
Features: Seamless integration with Microsoft Office and other products, featuring a user-friendly interface, customization options, and analytics capabilities.
Capterra Rating: 4.4/5
Microsoft Dynamics CRM is one of the leading CRMs for sales teams who are reliant on the Microsoft ecosystem as it seamlessly integrates with Microsoft Office and other Microsoft products.
Imagine the convenience of having your customer data and sales interactions seamlessly integrated with your email, calendar, word processor, and other productivity tools. Microsoft Dynamics makes this a reality, enabling your sales team to maintain a holistic view of customer interactions and sales activities.
With robust customization options and analytics features, Microsoft Dynamics CRM can create a tailored CRM experience that can help sales teams improve productivity and increase how effective they are in the field.
As one of the giants in this space, Microsoft Dynamics CRM is constantly rolling out new features and some of the latest include features such as visualizations, dashboards, document management, goal management, and more.
Take the visualization feature, for example. This feature is ideal for sales teams who wish to visualize their business data graphically as users can create and customize visual representations of important customer information that they previously collected in a text format.
Once the data is turned into a graph or a chart, for example, users can fully interact with the visual representation of their data and change the value if necessary, meaning the data isn’t static and can be adjusted as time goes on.
One of the drawbacks of Microsoft Dynamics CRM is that its user interface may be a bit difficult to navigate for users who are unfamiliar with Microsoft products. Setting the CRM can be tricky in the beginning but with that being said, Microsoft products have been around for a long time for a reason and their longevity in the market hints at them doing something right!
Close: Sales Automation and Communication Hub
Price: Startup - $49/1 user/month, Professional - $299/3 users/month, Enterprise - $699/5 users/month
Features: Focuses on sales automation and communication with tools for lead management, email sequences, and communication tracking to boost sales productivity.
Capterra Rating: 4.7/5
Get it: iOS
Close is a CRM that excels in automating sales processes and facilitating communication. Trusted by over 6,500 startups & small businesses, it empowers sales teams with tools for managing leads, creating customized email sequences, and tracking communication history—all in one platform. With its robust features and automation capabilities, Close streamlines the sales journey and enhances the efficiency of your sales teams CRM.
Close has recently launched its own ChatGPT plugin, allowing you to leverage the power of AI to improve your customer relationships even further. Users can ask ChatGPT to search through their CRM and filter the exact types of customers they want to see, doing so at the touch of a button. Let’s say you want a list of all of your unqualified leads who live in a certain area. A simple request to ChatGPT will provide you with this list almost instantly.
The ChatGPT plugin can also summarize individual customer data you have collected in your CRM, providing you with a short report that you can use to inform your strategy. Detailed data analysis reports are also available. And finally, ChatGPT can help you write emails in the blink of an eye based on the information you already have in your Close CRM. This will save you countless hours from drafting up emails, time you can put to better use in more pressing areas of your business.
Close also donates 1% of its annual revenue to Stripe Climate, a new climate initiative that allows businesses to help scale emerging carbon removal technologies.
Copper CRM: Seamless Google Workspace Integration
Price: Basic - $23/user/month, Professional - $59/user/month, Business - $99/user/month
Features: Seamless Google Workspace integration.
Capterra Rating: 4.4/5
Copper is a CRM solution that is designed specifically for businesses that use Google Workspace. If your business heavily relies on Google tools like Gmail, Google Calendar, and Google Drive, Copper CRM is a natural fit.
One drawback of this is that if your team uses other products such as Microsoft or Yahoo you will not be able to integrate your Copper CRM with them. However, with Google product’s widespread use in the business world, this shouldn’t be a problem if you wish to use Copper. Copper also offers over 100+ different integrations that you can add to your CRM.
Providing a cohesive experience by centralizing customer data within your Google Workspace environment, users can eliminate the need to switch between applications to access important customer information. This CRM app allows you to effortlessly manage contacts, track leads, and nurture customer relationships, all while staying within the familiar Google ecosystem.
Copper understands that the users who use their product spend a lot of their time analyzing lists that include customer data points. That’s why they’ve recently redesigned their lists with new modern design elements like fresh colors, icons, bubbles, and a grid that makes it easier than ever to work through your lists.
Insightly: CRM and Project Management Combined
Price: Plus - $29/user/month, Professional - $49/user/month, Enterprise - $99/user/month
Features: Integrates CRM and project management, offering contact management, task tracking, and opportunity management for seamless sales and project collaboration.
Capterra Rating: 4/5
Insightly is an interesting piece of software as it takes a distinct approach by offering both CRM and project management features within a single platform. This is particularly beneficial for businesses that engage in project-based sales processes.
Their project management feature allows users to easily convert their opportunities to projects after the deal is closed. You can copy all important customer information into your newly created project, providing you with complete visibility as you work. With customized fields and page layouts, every project can be tailored to meet the needs of individual customers.
Insightly's contact management, task tracking, and opportunity management capabilities streamline the collaboration between sales and project teams, fostering an open and collaborative environment that can allow all departments to blossom. With Insightly allowing space for transparency and communication to thrive, sales teams will experience smoother project execution and more successful sales outcomes.
Using Insightly is straightforward and once implemented can be quite easy to get to grips with. It also comes with advanced reporting features that are ideal for analytical thinking sales reps looking to gain an advantage over their competitors. Reporting dashboards can be customized and come with an array of different visualization components that will be sure to delight analytical sales teams.
NetSuite: Comprehensive Cloud-Based CRM
Price: Contact for more details
Features: A comprehensive cloud-based solution with features like sales forecasting, order management, and customer service for end-to-end sales processes.
Capterra Rating: 4.1/5
NetSuite CRM provides a comprehensive cloud-based solution for sales management, offering robust features like sales forecasting, order management, and customer service. This CRM platform is ideal for businesses aiming to optimize their end-to-end sales processes and deliver exceptional customer experiences.
Their flexible sales forecasting feature allows sales teams to configure their business' forecasting needs with a three-tiered probability system that delivers a high degree of accuracy. With this tool, you can view key performance indicators (KPIs) that you can use to seamlessly manage all aspects of your sales forecast, directly from your Netsuite dashboard.
Salespeople can record details of a particular deal they are working on with the Opportunity Management feature. You can record important information such as their specific interests, the expected order value, and the potential date you expect the deal to close.
You can use this feature to record your sale process in detail, providing a complete overview that will allow you to fine-tune your processes for future deals. These opportunities can then appear in your sales forecast reports if you wish to do so.
The SuiteBilling feature automates the management and billing of recurring subscriptions which will allow for more accurate invoicing, helping you accelerate payments and improve cash flow. A new feature of SuiteBilling, called Commit Plus Overage, allows you to charge your customers a prepayment for a contracted amount of usage of your product or service at a specified rate. If your customers exceed the previously agreed pricing point, any additional usage will be charged at an adjusted rate.
Pipedrive: Intuitive Sales Pipeline Management
Price: Essential - $14.90/user/month, Advanced - $27.90/user/month, Professional - $49.90/user/month, Power - $64.90/user/month, Enterprise - $99.00/user/month
Features: Pipedrive excels in intuitive sales pipeline management with a user-friendly interface, activity tracking, and detailed sales reporting.
Capterra Rating: 4.5/5
Pipedrive's CRM platform excels in visual sales pipeline management, making it an intuitive choice for sales teams focused on managing their sales processes. With its user-friendly interface, activity tracking, and detailed sales reporting features, Pipedrive simplifies the task of tracking and closing deals.
Their pipeline management software is fully customizable and you can create new pipelines or make use of their ready-made templates. With a streamlined view of your sales pipeline, complete with visual representations of deal stages and progress, Pipedrive's emphasis on visual management enhances organization and efficiency, ensuring that your sales team stays on top of every opportunity.
Their user-friendly pipeline interface helps you easily track new leads and turn them into paying customers, while you can conduct pipeline reviews at any time which will allow you to fully optimize your processes.
Top salespeople know the important role reporting and analytics play in their work and with Pipedrive’s Insights feature, they can keep track of their most important KPIs in one centralized location. Dashboard reports can allow you to visualize important metrics as charts, graphs, and interactive tables that are fully customizable and can be filtered showing you the exact information you need.
Some new capabilities they have added to Insights help sales teams collaborate on reports in real-time which will allow for up-to-date and accurate data reporting. These reports can now be downloaded in a list view, providing you with easy access even when you lack a stable internet connection.
Spotler: Streamlined and User-Friendly
Price: Starter - $14/user/month, Professional - $30/user/month, Enterprise - $46/user/month
Features: A streamlined and user-friendly solution for managing customer relationships and streamlining sales processes.
Capterra Rating: 4.5/5
Spotler, previously known as Really Simple Systems CRM, provides a straightforward and user-friendly CRM solution for sales teams. Designed with simplicity in mind, it offers an easy-to-navigate interface that makes managing customer relationships a breeze.
This CRM is an excellent choice for businesses looking for a no-fuss, yet effective way to track leads, manage contacts, and streamline sales processes.
They offer features for sales teams such as contact management, pipeline management, sales quotations, and email integration. With their recent incorporation into the Spotler group, they also offer many key CRM features that your marketing team can avail of.
The contact management software that Spotler offers simplifies the management of your contacts and provides a 360-degree view of all your interactions. These interactions can be arranged in a summary timeline, giving you a crystal clear overview of your process that you can use to fine-tune your customer engagement.
Badger Maps: Route Optimization with CRM Integration
Price: $58/month Business, $95/month Enterprise (Free 7-day trial)
Features: Route optimization, route planning, lead generation, keeping track of appointments
Capterra Rating: 4.6/5
Although Badger Maps is not a CRM, if integrated with a CRM, Badger Maps is the best lead management tool for outside sales reps.
With Badger Maps, you can log lead interactions as soon as they take place, as well as select the type of customer interaction you had (i.e., meeting, phone call, email), take notes, and automatically sync info to your CRM apps, making it easy to keep track of valuable information on-the-go.
Badger Maps route planner integrates with the best CRM software such as Salesforce, Microsoft Dynamics, Zoho, HubSpot, Insightly, NetSuite, and many more.
With Badger Maps, you can see all of your contacts on an interactive map, allowing you to narrow down which accounts you want to see by adding filters like industry type, days since last check-in, and more. This way, you can better manage your sales territory and see the accounts you want to prioritize next. You can also keep track of your upcoming follow-ups so you can reach out to the right people at the right time.
However, Badger Maps is more than a lead management tool. It’s one of the best sales software on the market today that you can use also to optimize your routes, find new leads around you, and prospect more efficiently - all right from the field.
With optimized routes and seamless planning, Badger Maps reduces sales reps’ average drive times by 20% and frees up an average of 8 hours a week. These time savings can be used to meet more prospects and close more deals.
Badger Maps can help sales teams optimize the time they spend on the road. Sign up for a free trial today or schedule a demo to learn all about sales lead management and sales routing with our team today!
Conclusion
In the vast landscape of sales CRM software options, it's crucial to find the right fit for your sales team's size, needs, and workflow. The recommendations discussed above offer a range of features tailored to different scenarios.
Whether you're a large team seeking scalability, a small team craving customization, or something in between, there's a CRM solution that aligns with your goals.
Remember, selecting the right CRM software can significantly impact your team's productivity, customer relationships, and ultimately, your bottom line. So, take the time to assess your team's requirements and explore the features offered by the best CRM software options to make an informed decision.
The Best App for Field Sales People
Learn how you can maximize your sales routes & sell more with Badger Maps
Looking for our logo?
Grab a Zip packed with our logo in PNG and EPS formats.
Get Started now with a free trial of Badger Maps, no credit card required!
free trial