--- title: "Best Online CRM Software - 2026 Reviews & Pricing" description: "Find the best Web-Based CRM Software for your organization. Compare top Web-Based CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/online-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Online CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Online CRM Software of 2026 Updated October 5, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 269 results ### Compare Products Showing 1 - 25 of 269 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **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. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18811)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) --- ### Product: Claritysoft CRM [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(256)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $29.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM headaches. Trusted by thousands of customers who value clarity and real results over complexity.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: For Startups 5.0 Activity Dashboard 5.0 Campaign Management 5.0 Configurable Workflow 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) --- ### Product: SalesNOW [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) 4.64 [(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/) ### Pricing availability Starting price: $19.95 Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/) ### Best rated features: Forecasting 5.0 Email Marketing 5.0 Segmentation 5.0 Workflow Management 5.0 ### Worst rated features: Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features) ### Basic $19.95 [See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans) --- ### Product: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Starting price: $39.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) --- ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) --- ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(7002)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $14.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary 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 respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 Widgets 5.0 For Mac Devices 5.0 ### Worst rated features: Chatbot 2.0 Incentive Management 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) --- ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Value for money ### Pricing availability Starting price: $85.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Activity Dashboard 5.0 Reminders 5.0 Forecasting 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Business Edition, Enterprise Edition, Unlimited Edition $85.00/month The Business Edition is one of three different versions of Coevera that are available. Each version offers a different combination of features to suit your needs. For more details see our pricing page on coevera.com.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) --- ### Product: Zendesk Suite [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.41 [(4094)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $55.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Zendesk offers a leading web-based customer support solution that is available as a standalone product or part of an integrated suite. It is easily implemented and allows you to communicate with customers across multiple channels.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/) ### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set ### Best rated features: Predictive Dialer 5.0 Batch Communications 5.0 Tagging 5.0 Online Forums 5.0 ### Worst rated features: Widgets 2.7 Interactive Content 3.0 Account Alerts 3.0 [See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features) ### Suite Team $55.00/month ### Suite Growth $89.00/month ### Suite Professional $115.00/month [See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans) --- ### Product: PracticePanther Legal Software [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) 4.66 [(529)](https://www.softwareadvice.com/legal/paypanther-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $49.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifically for solo, small, and mid-sized law firms. Trusted by tens of thousands of firms across 170+ countries, PracticePanther helps legal teams manage cases more efficiently, reduce administrative work, and get paid faster, without the complexity or steep learning curves common in traditional legal software. Start your free trial today, no credit card required. At its core, PracticePanther is designed to help law firms manage every case from start to finish. Matter-centric workflows bring together case and client management, task automation, calendaring, documents, client communication, time tracking, billing, payments, custom reporting, and native trust & operating accounting built into one intuitive, cloud-based platform. Rather than juggling disconnected platforms and multiple subscriptions, firms can run their entire practice from a single, user-friendly system that’s 100% customizable to the way their firm actually operates, not the other way around. PracticePanther is intentionally built for ease of use and fast adoption. Firms can get up and running in less than a day without long onboarding cycles of hours of training, making it an ideal solution for teams that want powerful functionality without unnecessary complexity. From day one, attorneys and staff can stay organized, collaborate more effectively, and maintain full visibility into every client interaction and case progression. Key capabilities include centralized case and client relationship management, document management and storage, calendaring and docketing, task automation, time and expense tracking, legal billing, native online payment processing, a full trust & operating accounting workflow, and customizable reporting. All features work together seamlessly to enable end-to-end legal workflows, helping firms run more efficiently. PracticePanther’s platform also supports modern client communication and cloud-based mobility. Secure client portals allow firms to share documents, send direct messages and SMS texts, and collect payments in a collaborative environment. With our iOS and Android-friendly mobile app, attorneys and staff can access client information, track time, and manage cases from anywhere. Due to our platform’s cloud-based foundation, PracticePanther deploys industry-leading security practices, including 256-bit military-grade encryption, to protect sensitive client and firm data both in transit and at rest. Built with strict access controls and reliable data backup protocols to help law firms meet their professional responsibility and confidentiality requirements with confidence. To fit seamlessly into your existing workflows, PracticePanther integrates directly with Outlook, Google, Box, Dropbox, QuickBooks, and many other popular platforms. Pricing is straightforward on a per-user, per-month basis; all plan details are listed transparently on our website, making it easier for firms to scale without unexpected costs. PracticePanther provides its customers with personalized training, data migration, and live support via phone, email, chat, and an online knowledge base to ensure your firm gets the most out of the platform. PracticePanther is a strong fit for law firms that want an easy-to-use, all-in-one solution to manage cases, billing, and client communication in one tab. It is well-suited for all practice areas, including family law, criminal defense, bankruptcy, estate planning, personal injury, and more.... [Read more](https://www.softwareadvice.com/legal/paypanther-profile/) ### What users love - Responsive and helpful support team - Intuitive and user-friendly interface - Streamlined invoicing and payments ### To take in mind - Billing limitations and frustrations ### Best rated features: Document Templates 5.0 Receipt Management 5.0 Calendar/Reminder System 5.0 Microsoft Outlook Integration 5.0 ### Worst rated features: Document Automation 1.0 Lead Management 1.0 Portfolio Management 3.0 [See all features](https://www.softwareadvice.com/legal/paypanther-profile/#key-features) ### Solo $49.00/month ### Essential $69.00/month ### Business $89.00/month Our Most Popular Plan [See full pricing details](https://www.softwareadvice.com/legal/paypanther-profile/#pricing-and-plans) --- ### Product: Less Annoying CRM [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.80 [(659)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: Activity Tracking 5.0 For Mac Devices 5.0 For Real Estate 5.0 Commission Management 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### Product: Bigin by Zoho CRM [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.71 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. Create team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data. Bigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) ### What users love - Straightforward setup and operation - Intuitive and clean dashboard design - Affordable CRM for small teams ### To take in mind - Limited third-party integration options ### Best rated features: For Mac Devices 5.0 Onboarding 5.0 Drag & Drop 5.0 Rules-Based Workflow 5.0 ### Worst rated features: Email Templates 3.0 Activity Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features) ### Free Edition $0.00 ### Express $7.00/year $7/user/month when billed annually. You get everything in Free edition, plus: ### Premier $12.00/year $12 per user per month when billed annually. You get everything in Express edition, plus: [See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) --- ### Product: HoneyBook [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.73 [(691)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Features ### Pricing availability Starting price: $36.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - User-friendly and intuitive interface - Streamlined invoicing and contracts ### To take in mind - Email deliverability and workflow issues - Slow and costly payment handling - Expensive for small businesses ### Best rated features: Content Library 5.0 Dashboard 5.0 Room Booking 5.0 Task Editing 5.0 ### Worst rated features: Status Tracking 3.0 Business Process Automation 3.0 Employee Scheduling 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) --- ### Product: VipeCloud [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) 4.86 [(163)](https://www.softwareadvice.com/crm/vipecloud-profile/reviews/) Best for:Features ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Available Free version: Not available Software Advice Summary 98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Designed for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access. VipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry. Additionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.... [Read more](https://www.softwareadvice.com/crm/vipecloud-profile/) ### Best rated features: Customizable Reports 5.0 CRM Integration 5.0 Web-based Deployment 5.0 Territory Management 5.0 ### Worst rated features: Quotes/Estimates 2.5 Engagement Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/vipecloud-profile/#key-features) ### Community $15.00/month This plan offers a free trial and allows up to 1 user. ### Plus $25.00/month This plan offers a free trial and allows up to 1 user. ### Pro $50.00/month This plan offers a free trial. [See full pricing details](https://www.softwareadvice.com/crm/vipecloud-profile/#pricing-and-plans) --- ### Product: Yonyx [Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/) 4.75 [(259)](https://www.softwareadvice.com/crm/yonyx-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts. Yonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality. Yonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/) ### Best rated features: Web-based Deployment 5.0 Help Desk Management 5.0 Decision Support 5.0 WYSIWYG Editor 5.0 [See all features](https://www.softwareadvice.com/crm/yonyx-profile/#key-features) ### Professional $25.00/month This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API access require upgrade to Enterprise Plan.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) --- ### Product: EngageBay CRM [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(912)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $0.00/month Free trial: Not available Free demo: Not available Free version: Available Software Advice Summary EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Multi-Campaign 5.0 Responsive Web Design 5.0 Real-Time Chat 5.0 Onboarding 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) --- ### Product: OnePageCRM [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) 4.85 [(118)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/) Best for:Popular ### Pricing availability Starting price: $9.95/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/) ### Best rated features: Dashboard 5.0 Customizable Templates 5.0 Search/Filter 5.0 Segmentation 5.0 [See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features) ### Professional $9.95/month The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Business $19.95/month The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) --- ### Product: Teamgate [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) 4.81 [(155)](https://www.softwareadvice.com/crm/teamgate-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $0.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/) ### Best rated features: Interaction Tracking 5.0 Third-Party Integrations 5.0 Calendar Sync 5.0 Opportunity Management 5.0 [See all features](https://www.softwareadvice.com/crm/teamgate-profile/#key-features) ### Starter $0.00/month All the basic contact and communication tools to get you started. ### Teams $39.90/month Boost sales efficiency and process management with our scalable and complete toolkit for SMBs. ### Growth $59.90/month Take your sales team to the next level, with deeper insights, extensive analytics, integrations and enhanced sales tools.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) --- ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.68 [(466)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $12.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - Intuitive interface and onboarding - Customizable workflows for teams - Streamlined client relationship management ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) --- ### Product: Sage Sales Management [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.64 [(172)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: €19.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) --- ### Product: Ricochet360 [Ricochet360](https://www.softwareadvice.com/voip/ricochet360-profile/) 4.84 [(82)](https://www.softwareadvice.com/voip/ricochet360-profile/reviews/) ### Pricing availability Starting price: $24.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more. Features of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling. Additionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/voip/ricochet360-profile/) ### Best rated features: Social Marketing 5.0 Call Scheduling 5.0 Computer Telephony Integration 5.0 Caller ID 5.0 ### Worst rated features: CRM 1.0 Call List Management 3.0 Multi-Channel Communication 3.0 [See all features](https://www.softwareadvice.com/voip/ricochet360-profile/#key-features) --- ### Product: Kommo [Kommo](https://www.softwareadvice.com/product/3142-Kommo/) 4.47 [(263)](https://www.softwareadvice.com/product/3142-Kommo/reviews/) Best for:On the rise ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities Lead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses. With workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android. The setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.... [Read more](https://www.softwareadvice.com/product/3142-Kommo/) ### What users love - Centralized communication integrations hub - Efficient lead organization tools - Organized and visual sales tracking ### To take in mind - Slow and ineffective support response ### Best rated features: Appointment Scheduling 5.0 Engagement Tracking 5.0 Sales Forecasting 5.0 Drag & Drop 5.0 ### Worst rated features: Segmentation 1.0 [See all features](https://www.softwareadvice.com/product/3142-Kommo/#key-features) ### Base $15.00/month 2,500 active leads per user ### Advanced $25.00/month 5,000 active leads per user ### Enterprise $45.00/month 10,000 active leads per user [See full pricing details](https://www.softwareadvice.com/product/3142-Kommo/#pricing-and-plans) --- ### Product: Creatio AI CRM [Creatio AI CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.72 [(151)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $40.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it automates the full customer lifecycle on a single AI-native, no-code platform. Creatio Sales automates the full sales cycle from lead to close, with AI agents handling account research, meeting preparation, quote generation, lead scoring, and forecast updates so reps focus on selling, not admin. Creatio Marketing accelerates the lead-to-revenue cycle with AI agents that build audience segments, generate campaign content, score and distribute leads, and execute campaigns autonomously, delivering more impact with the same team. Creatio Service streamlines case and request management across all channels, with AI agents that classify cases, suggest resolutions, handle routine requests end-to-end, and trigger next-best actions, resolving more cases faster without adding headcount.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/) ### Best rated features: Conversion Tracking 5.0 Calendar Sync 5.0 Customizable Fields 5.0 Campaign Management 5.0 ### Worst rated features: Real-Time Monitoring 1.0 Live Chat 3.0 Lead Verification/Validation 3.0 [See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features) --- ### Product: Salesflare [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $29.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Salesflare is a B2B sales CRM for small and medium-sized teams that want to spend less time maintaining their CRM and more time following up with customers. It is especially suited to agencies, consultancies, software companies and other businesses where sales depend on ongoing relationships. When you connect Gmail or Outlook and your calendar, Salesflare automatically captures contact data and email and meeting activity. It enriches company and contact records and builds shared customer timelines, so your team can prepare for the next conversation without piecing together its history manually. Sales teams can manage opportunities in visual pipelines, use reminders to keep track of next steps, and run personalized email sequences. Email opens, link clicks and website visits provide engagement signals for follow-up. Reporting dashboards help managers review pipeline progress and sales activity, while relationship intelligence shows who on the team knows a customer. The automatically captured history also gives Salesflare's AI richer customer context. It can help summarize timelines, suggest follow-ups, prepare meetings and write emails. Salesflare works from the web, Gmail and Outlook sidebars, LinkedIn prospecting workflows, and iOS and Android apps. Native integrations, Zapier, Make and an API connect it with other business tools. Support is available through chat, email and a knowledge base. A free trial of up to 30 days is available.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Event Triggered Actions 5.0 Email Campaign Management 5.0 Customizable Fields 5.0 Performance Metrics 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) --- ### Product: Close [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: $9.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. Close brings calling, email, and SMS into one place, so sales reps can reach leads without switching between tools. Pipeline tracking gives managers a clear view of deals and where they stand. Built-in automation handles follow-up sequences, reducing manual work for reps. Reporting tools let teams measure call activity, email performance, and revenue trends. Close also integrates with popular third-party tools to fit into existing workflows. Support is available via email, live chat, and a searchable knowledge base, giving users multiple ways to get help when needed.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Workflow Automation 5.0 Customizable Templates 5.0 Call Recording 5.0 Third-Party Integrations 5.0 ### Worst rated features: Real-Time Notifications 1.0 Data Import/Export 1.0 Customer Database 3.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) --- ### Product: AgencyBloc AMS+ [AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/) 4.73 [(129)](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $109.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market. AgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. The dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval. Additionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools. AgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies of all sizes... [Read more](https://www.softwareadvice.com/crm/agencybloc-ams-profile/) ### Best rated features: Commission Management 4.8 Mobile Access 4.7 Activity Tracking 4.7 Contact Management 4.6 ### Worst rated features: Client Management 1.0 Policy Management 1.0 API 3.3 [See all features](https://www.softwareadvice.com/crm/agencybloc-ams-profile/#key-features) ### Grow $109.00/month Plans are customized to the insurance agency. Starts at $109. [See full pricing details](https://www.softwareadvice.com/crm/agencybloc-ams-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/online-crm-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/online-crm-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/online-crm-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/online-crm-comparison/?__ai_markdown=true&page=5) ... [11](https://www.softwareadvice.com/crm/online-crm-comparison/?__ai_markdown=true&page=11) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ LiveChat vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/27068-livechat/)[ EngageBay CRM vs Brevo ](https://www.softwareadvice.com/scheduling/brevo-profile/vs/engagebay/)[ Pipedrive vs Keap ](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/pipedrive/)[ Odoo vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/odoo/) ## Your Guide to Top Online CRM Software, July 2022 Software Advice uses reviews from real software users to highlight the top-rated Online CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [DataCRM](https://www.softwareadvice.com/crm/datacrm-profile/) - [vtenext](https://www.softwareadvice.com/crm/vtenext-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Wingmate](https://www.softwareadvice.com/field-service/wingmate-profile/) - [Teamwork CRM](https://www.softwareadvice.com/crm/teamwork-crm-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) - [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [Vtiger CRM](https://www.softwareadvice.com/crm/vtiger-profile/) - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Web-based customer relationship management (CRM) software is becoming a popular option for organizations looking to implement [CRM software](https://www.softwareadvice.com/crm/). This deployment model is gaining traction because the upfront investment can be lower than traditional on-premise software installations. Additionally, as the name implies, Web-based systems can be accessed over the Web, from virtually any browser, making it easy to use from any location with broadband Internet. The industry has responded to this dynamic, with new vendors and products entering the market at a steady pace. With so many choices, it can be a daunting task to find the solution that best fits your needs. That is why we created this buyer’s guide to assist you in your understanding of the market and the products available. Here's what we'll cover: [What Is Web-Based CRM Software?](#WhatIsWebBasedCRMSoftware) [Common Features of Web-based CRM Software](#CommonFeaturesofWebbasedCRMSoftware) [What Type of Buyer Are You?](#WhatTypeofBuyerAreYou) [Benefits and Potential Issues](#BenefitsandPotentialIssues) ## **What Is Web-Based CRM Software?** The primary difference between customer relationship management software, [sometimes called contact management software](https://www.softwareadvice.com/crm/), that is Web-based and other forms is the deployment model. With traditional offerings, companies had to purchase and host the server on premise. They required an IT team to manage, update and maintain the server. Web-based deployment removes this burden by having the server hosted remotely by the vendor. It also reduces upfront investment, with vendors offering a pay-as-you-go plan instead. There are two types of Web-based systems available: application service providers (ASPs) and pure browser-based systems. ASPs function like a client/server system, with the organization downloading the “client” onto their computers, and the vendor hosting the data remotely on a server. Browser-based systems, on the other hand, can be accessed from any Internet browser, with no download required. The obvious benefit of a browser-based system is that it can be accessed from anywhere and is presented in a familiar format. Many ASPs are Web-enabled, meaning that users can also access information via a Web browser, but this method is often slower, and the user interface tends to be simplified, resulting in reduced functionality. A Web-based CRM system offers increased flexibility across sales, customer service and marketing. For example: - Sales teams can create, process and invoice orders remotely; - Customer service reps can provide support via Web-based channels such as email and live Web chat; - Sales and marketing will experience increased transparency, which will decrease overlap and ensure that potential leads turn into loyal customers; - There is also increased security with data being stored online rather than on a server that could crash or malfunction. ## Common Functionality of Web-Based CRM Software While features vary from system to system, common capabilities include:

Marketing automation

Tools to attract new customers, often through delivering promotional materials over social media and email marketing campaigns. Turning customers and visitors into leads (lead generation), and nurturing those leads through the sales funnel.

Sales force automation (SFE)

Encompasses workflow automation, helps sales representatives manage customer interactions, leads and accounts. Tracks sales opportunities and provides management with insight into sales pipelines and forecasting.

Channel management

Also called “partner relationship management,” helps automate marketing and sales processes through outside channels. For example, linking social profiles to CRM system and using those social channels for marketing activities such as outreach and promotion.

Data visualization

Includes dashboards and reports for sales tracking, forecasting and pipeline analysis, as well as marketing analytics for campaign management.

Mobile apps

Access CRM account data from mobile devices (click here for a description of iPad CRM features). Also includes additional mobile-specific capabilities, such as GPS-mapping and calendar-syncing.

## What Type of Buyer Are You? Before beginning your software evaluation, you will need to identify what type of buyer you are. Nearly all buyers fall into one of these categories: **Small business buyers.** Many small businesses are looking to upgrade from a basic email marketing or content management system. They are likely growing, and therefore require more sophisticated functions, such as customer support tickets, lead generation and sales force automation (SFA). Many small businesses opt for Web-based systems because of the low upfront cost and ease of deployment. **Best-of-breed buyers.** While customer relationship management software can be purchased as a suite, it is made up of several core applications that can be purchased as standalone items. Core applications include [SFA](https://www.softwareadvice.com/crm/sales-force-automation-comparison/), [marketing automation](https://www.softwareadvice.com/marketing/automation-comparison/), [customer service](https://www.softwareadvice.com/crm/customer-service-comparison/), [help desk](https://www.softwareadvice.com/help-desk/), [call center](https://www.softwareadvice.com/call-center/) and [knowledge management](https://www.softwareadvice.com/help-desk/knowledge-management-comparison/). Some companies will opt to go for a system with best-of-breed availability in one of these specific areas. **Enterprise buyers.** Larger organizations are typically looking for a Web-based system with deep functionality that can integrate seamlessly with their existing [enterprise resource planning (ERP)](https://www.softwareadvice.com/erp/) suite. In most cases, these buyers will be more focused on integration than specific features. Fortunately, most Web-based CRM systems can easily integrate with today’s major ERP suites. ## Benefits and Potential Issues Web-based software has a number of benefits over installed on-premise systems. **Reduced IT burden.** With Web-based, all of your data is kept in a remote location where it is monitored and managed by an experienced IT staff. They handle back-ups and regularly scheduled upgrades and maintenance. The level of data management provided by the vendor often far exceeds what any single operation could handle running the server in-house. **Ease of use.** Because the software is accessed via a Web-browser, it is presented in a familiar format—a Web page. This helps reduce the costs associated with training and usually results in increased user adoption. **Remote access.** Today’s business is rarely conducted 100 percent behind a desk. Many professionals, whether they be in sales, marketing or customer service, spend a significant portion of their work time outside of the office. They appreciate the increased accessibility provided by online systems. Many systems today also offer mobile access, making it even easier to do business while on the go. **Subscription pricing.** Traditional on-premise CRM systems require a hefty up-front installation fee. Web-based systems, on the other hand, are offered on a subscription basis. Essentially, you pay as you go. Companies can avoid the large capital expenditure of installing on-premise software by opting for the low, ongoing operational expense of a Web-based system. A potential issue associated with Web-based systems is the reliance on Internet connection. If the connection goes down, access to important client information and records is lost. This could be an issue if your organization has a history of Internet connectivity hiccups. Additionally, Web-based CRM systems are typically more difficult to customize to the specific needs of your company or industry, although systems are constantly improving in this area. ### Related Online CRM Software - [CRM Software](https://www.softwareadvice.com/crm/) - [Customer Service Software](https://www.softwareadvice.com/crm/customer-service-comparison/) - [Help Desk Software](https://www.softwareadvice.com/help-desk/) - [Knowledge Management Software](https://www.softwareadvice.com/help-desk/knowledge-management-comparison/) - [Live Chat Software](https://www.softwareadvice.com/live-chat/)