CRM Software

Finding software can be overwhelming. Software Advice has helped thousands of businesses choose the right CRM software to better manage and monetize their customer relationships.

Showing 1-20 of 598 products

HubSpot CRM

With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read more

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Recent recommendations: 340 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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FreeAgent CRM

FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read more

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Recent recommendations: 238 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Thryv

Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more

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Recent recommendations: 181 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Infusionsoft by Keap

Infusionsoft by Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries... Read more

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Recent recommendations: 168 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zendesk Sell (formerly Base)

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Read more

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Recent recommendations: 152 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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NetSuite

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 109 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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amoCRM

AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read more

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Recent recommendations: 82 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Salesforce.com

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more

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Recent recommendations: 74 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Claritysoft

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within... Read more

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Recent recommendations: 65 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Freshsales

Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click... Read more

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Recent recommendations: 33 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read more

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Recent recommendations: 25 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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FunnelMaker Sales

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read more

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Recent recommendations: 24 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Mission Suite

Mission Suite is a cloud-based customer relationship management (CRM) platform for small to midsize businesses that helps automate day-to-day sales and marketing processes. The software enables teams to track sales pipelines, create... Read more

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Recent recommendations: 21 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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bpm'online CRM

Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read more

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Recent recommendations: 20 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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BNTouch Mortgage CRM

BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read more

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Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

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Recent recommendations: 16 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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LeadMaster

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read more

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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BoomTown

Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read more

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Recent recommendations: 14 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Hatchbuck

Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more

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Recent recommendations: 13 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Buyer's guide


Last Updated: April 17, 2019

CRM Quick Summary

Customer relationship management (CRM) software helps automate and manage the customer life cycle of an organization. It is usually used by the customer-focused side of businesses to maintain contact with customers and quickly respond to their needs.

Benefits of CRM Software

CRM software provides your business with several tangible benefits, including:

  • Customer data management. Most products provide a searchable database to store customer information (e.g., contact information) and relevant documents (e.g, sales proposals and contracts). While most CRMs offer this functionality, it can also be incorporated into other industry-specific systems. For example, customer management is a core component of salon management software.
  • Interaction tracking. CRMs document conversations held by phone, in person, through live chat, email or other channels. These interactions can be logged manually, or automated with phone and email system integrations. Some systems can also track interactions on Facebook, Twitter and other social platforms.
  • Workflow automation. This standardizes business processes, usually through a combination of task lists, calendars, alerts and templates. For example, once a task is marked as complete, the CRM system might automatically create a task for the next step in the process.
  • Reporting. Management can use CRM tools to track performance and productivity based on activities logged in the CRM system—for instance, how many new contacts were added to the database that day, or how much revenue was generated. These tools can also be used for forecasting, such as for the next-quarter sales pipeline.

Competitive Advantages of Using CRM Software