Enterprise CRM Software

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Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
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Showing 1 - 20 of 83 products
Showing 1 - 20 of 83 products

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 b...Read more

4.88 (33 reviews)

87 recommendations

NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.91 (187 reviews)

68 recommendations

HubSpot Sales Hub

Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optim...Read more

4.52 (323 reviews)

52 recommendations

Zendesk Sell

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

4.29 (138 reviews)

49 recommendations

Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more

4.38 (17094 reviews)

25 recommendations

FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proje...Read more

4.65 (71 reviews)

24 recommendations

Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more

3.94 (498 reviews)

21 recommendations

SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard...Read more

3.79 (365 reviews)

14 recommendations

SalesNOW

SalesNOW is a mobile-friendly CRM solution designed for workforces on-the-go. The system has apps tailored specifically for Android, Apple and Blackberry phones and provides users access from any connected mobile device....Read more

4.63 (83 reviews)

12 recommendations

Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of displ...Read more

4.63 (203 reviews)

7 recommendations

Software pricing tips

Read our Enterprise CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-...Read more

4.35 (106 reviews)

7 recommendations

Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more

4.76 (87 reviews)

6 recommendations

BNTouch Mortgage CRM

BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includ...Read more

4.50 (37 reviews)

5 recommendations

CallProof

CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ...Read more

4.13 (24 reviews)

5 recommendations

Quickbase

Quickbase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quickbas...Read more

4.45 (243 reviews)

4 recommendations

SalesRabbit

SalesRabbit is a cloud-based sales enablement and customer relationship management software designed to help outside sales teams manage sales in the field. The software and mobile app include a suite of features for each lev...Read more

4.23 (181 reviews)

3 recommendations

FirePoint

Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. F...Read more

4.29 (24 reviews)

3 recommendations

Skynamo

Designed for manufacturers, wholesalers, and distributors, Skynamo is an all-in-one mobile-friendly field sales platform that allows field teams to easily capture orders and access accurate product and pricing information from any...Read more

4.44 (16 reviews)

3 recommendations

Document360

Document360 is a cloud-based help desk solution that enables users in businesses across various industries to create, collaborate and publish self-service knowledge bases for their products. Features include content management, gu...Read more

4.68 (90 reviews)

1 recommendations

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more

Buyers Guide

Last Updated: June 29, 2022

Enterprise customer relationship management (CRM) software helps large companies keep teams focused on gaining and engaging customers. It streamlines data collection, tracking, and reporting, creating a consolidated information system that is synchronized across the entire organization. An enterprise CRM software system not only stores valuable customer information, but automates repetitive tasks to reduce non-productive business hours.

This buyers guide explains the features and benefits of enterprise CRM software.

Here’s what we’ll cover:

What is enterprise CRM software?

 

Enterprise CRM software is a tool that helps large companies automate and manage the customer lifecycle. It tracks the company's interactions with past, current, and prospective customers, analyzing data that helps improve customer satisfaction, retention, and engagement.

With enterprise CRM software, sales teams can focus on warm leads, efficiently organize prospects, and close more sales; marketing teams can build effective campaigns based on existing customer data; and customer service representatives can personalize interactions to deliver better customer experience.

Common features of enterprise CRM software

Enterprise CRMs offer best-of-breed feature packages. Most solutions include some or all of the following features:

Contact management Store customer contact information, such as names, addresses, and social media accounts, and consolidate the data centrally.
Interaction tracking Record correspondence and web interactions to create a detailed picture of each contact's interests and experiences.
Lead management Track leads through the entire sales process. Segment leads based on region, interests, marketing interactions, and other factors.
Calendars and reminders Schedule events, book conference rooms, create tasks, and manage other time-sensitive business operations.
Email integration Integrate the tool with email clients such as Gmail or Outlook. Alternatively, set up your email system entirely within the enterprise CRM.
Reporting and analytics Gather detailed customer interaction metrics and display them in eye-catching visualizations to help team members spot patterns and opportunities. Use these metrics to forecast trends.
Territory management Organize data and accounts by geographic regions. Manage differences in time zone, currency, and language throughout the application.

What type of buyer are you?

Enterprise buyers have complex processes and unique needs. Knowing what to expect when selecting enterprise CRM software can help you choose a solution that suits your scale.

Healthcare providers: Hospitals and other healthcare providers need CRM solutions that connect them to their patients and allow collaboration across departments. They should look for features that automate communication workflows, help ensure regulatory compliance, and allow data access from multiple sources.

Professional service organizations: Professional service companies should select CRM options that enhance their client relationships. They should look for automated features such as scheduling, task management, and financial reporting. Interaction tracking and contact management can help these buyers identify new opportunities, maximize lead conversion, and increase client satisfaction.

Retail businesses: Enterprise CRM software helps retail businesses personalize interactions across a large customer base. As new customers discover their products, retail businesses should use CRM tools to forecast and identify new opportunities. They should look for data-rich analytics reporting features to understand customer behavior and create targeted campaigns.

Benefits and potential issues

There are two key benefits for companies choosing enterprise CRM software.

  • Enterprise software is scalable: Most features are available right out of the box. Sophisticated user permissions help administrators pinpoint the features and data access appropriate for each employee. Enterprise solutions are designed to handle lots of data.
  • An enterprise CRM can replace multiple software programs: Combining email, chat, marketing, sales, document management, and other features into a single platform can simplify workflows and prevent siloed data from hiding business intelligence. And even when enterprise software lacks a feature, it may still be possible for APIs to integrate enterprise CRM data with other software.

Key considerations when purchasing enterprise CRM software

It's important to understand enterprise CRM software pricing before committing to a platform.

Pricing is usually based on the number of users: Flat-rate pricing is rare. The majority of CRM solutions range from $66 per month per user to over $300 per month per user. Therefore, enterprises may pay a lot to give employees a flagship experience.

Implementation may involve unexpected costs: Vendors may charge one-time fees to configure software on company servers. Another implementation cost may be training employees on how to use the CRM.

Market trends to understand

CRM systems are the largest software category: The CRM market continues to grow worldwide. The resulting competition should lead to innovation and persistent development, especially among the mature enterprise platforms.

CRM systems are integrating artificial intelligence (AI) to improve customer experience: Integrating AI into enterprise CRM software enables more personalized customer data in all areas of an organization. Data-driven insights allow users to analyze and improve customer journeys.