search Where Thought Leaders go for Growth

Customer relationship management Software

CRM software are sales and customer management software that centralize qualified business information to maximize the conversion of prospects into customers and build customer loyalty.

Customer relationship management : related categories

Our selection of 250 customer relationship management software

Affinity CRM

Boost Your Sales with Advanced CRM Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Designed for businesses seeking efficient customer relationship management, Affinity CRM empowers teams with powerful tools.

chevron-right See more details See less details

Track customer interactions seamlessly, personalise communication, and automate tasks to enhance productivity and foster better client relationships.

Read our analysis about Affinity CRM
Learn more

To Affinity CRM product page

Attio

Unify Your Workflow with Collaborative CRM Solution

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Attio is a dynamic CRM platform designed for agile teams seeking seamless collaboration and streamlined contact management.

chevron-right See more details See less details

Tailored for businesses of all sizes, it stands out with its intuitive data syncing, real-time collaboration features, and powerful customisation options.

Read our analysis about Attio
Learn more

To Attio product page

monday sales CRM

Enhance Sales Efficiency with Dynamic CRM Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

monday sales CRM is designed for businesses seeking to streamline their sales processes and expand customer engagement.

chevron-right See more details See less details

It caters to teams needing efficient pipeline management and insights, offering seamless collaboration, intuitive automation, and customisable dashboards that set it apart from the rest.

Read our analysis about monday sales CRM
Learn more

To monday sales CRM product page

Auric Prospector

Efficient Gold Mining Insights for Optimal Decisions

star star star-half-outlined star-outline star-outline
2.5
Based on 2 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Manage customer relationships efficiently with this intuitive CRM software. Organise sales, automate marketing and streamline customer support.

chevron-right See more details See less details

With Auric Prospector, you can easily track leads and deals, automate follow-ups and nurture customer relationships. The software also offers analytics and reporting tools to help you make data-driven decisions. Plus, its user-friendly interface means you can get started in no time.

Read our analysis about Auric Prospector
Learn more

To Auric Prospector product page

Bigin by Zoho CRM

Streamlined CRM for Small Businesses

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Bigin by Zoho CRM is an intuitive customer relationship management solution designed specifically for small businesses.

chevron-right See more details See less details

It enhances productivity with its easy setup, efficient pipeline management, and seamless integration capabilities, setting a new standard for simplicity and effectiveness in CRM solutions.

Read our analysis about Bigin by Zoho CRM
Learn more

To Bigin by Zoho CRM product page

Financial Services Cloud

Transform Financial Management with Cloud Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Financial Services Cloud is designed for financial institutions looking to streamline operations and enhance customer experience.

chevron-right See more details See less details

Tailored for banks, insurance companies, and wealth management firms, it integrates client data with personalised insights, advanced analytics, and seamless client interactions.

Read our analysis about Financial Services Cloud
Learn more

To Financial Services Cloud product page

Cerca

Effortless Document Management for Streamlined Operations

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Cerca is a cutting-edge document management software designed for businesses seeking efficiency and organisation.

chevron-right See more details See less details

Its intuitive interface caters to SMEs and larger enterprises, offering features like advanced search capabilities and seamless integration with existing systems. Enjoy enhanced productivity and easy collaboration across teams.

Read our analysis about Cerca
Learn more

To Cerca product page

Gold-Vision CRM

Efficient Customer Management with CRM Excellence

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Gold-Vision CRM streamlines customer relationship management for businesses of all sizes.

chevron-right See more details See less details

Designed for sales, marketing, and support teams, it offers comprehensive integrations and robust reporting, setting it apart from competitors. Its intuitive interface enhances efficiency and user collaboration.

Read our analysis about Gold-Vision CRM
Learn more

To Gold-Vision CRM product page

Rolldog

Streamline Business Operations with Agile CRM Software

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Rolldog empowers businesses of all sizes by streamlining customer relationship management and automating tasks to enhance operational efficiency.

chevron-right See more details See less details

Targeted towards SMEs, Rolldog offers seamless integrations, an intuitive dashboard, and robust analytics. Discover how Rolldog can transform your business processes.

Read our analysis about Rolldog
Learn more

To Rolldog product page

Efficy CRM

Enhance Your Business Growth with Advanced CRM Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Efficy CRM is a versatile customer relationship management tool designed for businesses seeking to optimise their client interactions.

chevron-right See more details See less details

Ideal for medium to large enterprises, it excels with features like comprehensive customer data management, effective sales pipeline tracking, and seamless integration capabilities.

Read our analysis about Efficy CRM
Learn more

To Efficy CRM product page

Axial

Streamlined Document Management for Businesses

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Axial is a comprehensive document management solution designed for businesses looking to optimise their workflows.

chevron-right See more details See less details

Ideal for organisations of all sizes, it offers seamless document collaboration, automated archiving capabilities, and intelligent search functionalities that enhance productivity and efficiency.

Read our analysis about Axial
Learn more

To Axial product page

B2i CRM

Streamline Your Business with Intuitive CRM Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Streamline customer interactions with powerful software that organises sales, marketing, and customer service data.

chevron-right See more details See less details

With this CRM software, businesses can easily manage customer relationships, track sales performance, and automate marketing campaigns for improved efficiency. Its intuitive interface and customisable dashboards make it easy to stay on top of customer interactions and provide exceptional service.

Read our analysis about B2i CRM
Learn more

To B2i CRM product page

Insightly

Affordable CRM Optimized for Small Business

star star star star star-half-outlined
4.1
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from US$12.00 /month

Manage customer interactions efficiently with this CRM software. Automate tasks, track sales, and streamline workflows.

chevron-right See more details See less details

With this software, you can easily organise customer data, create custom reports, and track customer interactions across multiple channels. Its automation features reduce manual tasks, while its integration with various other tools makes it a versatile solution for businesses of all sizes.

Read our analysis about Insightly
Learn more

To Insightly product page

BlueRobin CRM

Transform Your Business with Advanced CRM Solutions

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Streamline customer interactions with intuitive tools and automation features.

chevron-right See more details See less details

BlueRobin CRM offers a user-friendly interface to manage contacts, leads, deals and tasks. With email integration, task automation, and customisable reports, your team can focus on nurturing customer relationships and driving sales.

Read our analysis about BlueRobin CRM
Learn more

To BlueRobin CRM product page

Agilecrm

Efficient CRM Solution for Seamless Customer Management

star star star star star-half-outlined
4.2
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from US$14.99 /month

Streamline customer interactions with efficient management and automation tools in this CRM software.

chevron-right See more details See less details

Agilecrm offers a user-friendly interface and customizable workflows, allowing businesses to track leads, manage deals, and automate tasks. With in-depth analytics and integrations with popular apps, it's an all-in-one solution for customer relationship management.

Read our analysis about Agilecrm
Learn more

To Agilecrm product page

Infusionsoft

Sales & Marketing Automation for Small Business

star star star star star
5.0
Based on 1 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from US$66.00 /month

Manage customer interactions efficiently with this CRM software. Automate tasks, track leads, and improve communication with customers.

chevron-right See more details See less details

With this software, businesses can streamline their customer relationship management, allowing for more personalised interactions. The automation of tasks and tracking of leads frees up time for sales teams to focus on building relationships with customers. Improved communication tools ensure customers receive timely and relevant information.

Read our analysis about Infusionsoft
Learn more

To Infusionsoft product page

CentralStationCRM

The Simple CRM for Small Businesses

star star star star star-half-outlined
4.9
Based on 17 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from €18.00 /month

Streamline communication and sales with powerful CRM software. Manage leads, deals, and tasks with ease.

chevron-right See more details See less details

CentralStationCRM simplifies your sales process. Track email communications, prioritize tasks, and analyze customer data to improve your business.

Read our analysis about CentralStationCRM

Benefits of CentralStationCRM

check A friendly interface you can use without extensive training

check An online solution you can access from anywhere

check Deal and project management features

Learn more

To CentralStationCRM product page

RelateIQ

CRM with intelligent relationship management

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from US$49.00 /month

Streamline your customer interactions with efficient organisation and real-time insights.

chevron-right See more details See less details

Our CRM software offers advanced automation, customisable pipelines, and detailed analytics to help you build strong relationships and drive growth.

Read our analysis about RelateIQ
Learn more

To RelateIQ product page

CiviCRM

Build, Engage, and Organize Your Constituents

star star star star star-half-outlined
4.1
Based on +200 reviews
info-circle-outline
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
close-circle Free version
close-circle Free trial
close-circle Free demo

Pricing on request

Streamline your customer relationships with powerful software designed to maximise your efficiency and communication.

chevron-right See more details See less details

With advanced tools for tracking interactions and automating outreach, this software offers a comprehensive solution for managing all aspects of your customer relationships. From lead generation to support, it puts you in control.

Read our analysis about CiviCRM
Learn more

To CiviCRM product page

Close CRM

CRM Built For Growing Sales Teams

No user review
close-circle Free version
close-circle Free trial
close-circle Free demo

Paid version from US$29.00 /month

Streamline your customer interactions with a powerful CRM software. Manage leads, deals, and tasks all in one place.

chevron-right See more details See less details

Close more deals faster with Close CRM. Automate your sales process, track customer interactions, and collaborate with your team seamlessly. Get real-time insights into your sales pipeline and make data-driven decisions.

Read our analysis about Close CRM

Benefits of Close CRM

check Designed for salespeople

check A multi-channel approach

check Intuitive and powerful

Learn more

To Close CRM product page

Customer relationship management software: purchase guide

What is CRM Software?

Definition

Customer Relationship Management or CRM software is an IT tool that is used by marketing and sales departments to centralise customer and prospect information to maximise business revenue. With CRM software, you can manage:

  • Acquisition: Identification of potential buyers (leads) imported into the CRM system

  • Prospecting: Transformation of leads into business opportunities, the study of the needs of prospects and customers, soliciting prospects, analysis of information collected.
  • Automation of Sales: Automation of your salesforce with the piloting tools, to be used in the prospecting procedures.
  • Marketing Automation: Email marketing, e-mailing, newsletters, reminders, orientation, lead scoring
  • Administration: Management of quotations, contracts, invoices, purchase orders, management of sales representatives and commissions on sales
  • Retention: Customer support, customer service management, online information on technical support, setting up a call center.

By gaining insights on customer behavior and purchasing patterns, you will be able to offer customers with a relevant solution that addresses their needs. The relevance of marketing and sales actions makes it possible to direct efforts where it is really necessary and thus to maximise conversion rates (conversion from prospect to customer) as well as retention rates (customer renewal).

6 Reasons to Use CRM Software?

Here are 6 reasons why you need CRM software:

  1. You can use it to be more efficient than competitors and therefore gain market share.
  2. It can be used to understand your audience and address them in a relevant way
  3. By centralising customer knowledge, you will be able to implement powerful marketing actions (email marketing, SMS for example)
  4. Data centralization opens the door to collaborative techniques (sharing information between employees) and to improving personal organisation (note-taking, synchronisation with the agenda)
  5. New regulations in terms of personal data management (GDPR) make it mandatory to process customer data centrally with the ability to transmit this data immediately to the person concerned or to destroy it at his request.
  6. Online CRM is the most connected tool on the market, opening up infinite possibilities: customer segmentation, marketing campaigns, automatic invoicing, business intelligence and sales data analysis, company management, etc.

What are the Main Features of CRM software?

The Basic Features of CRM systems

The main features of CRM software include:

  • Lead management and opportunities for salespeople (telemarketing)
  • Key Account Management (centralisation of prospects and customer data)
  • Event Tracking: outgoing emails, incoming calls, information, adding documents, signing a contract, etc.
  • Appointment and calendar management
  • Management of multichannel marketing campaigns (email marketing, SMS marketing, newsletter, voice messages)
  • Dashboards, Analytics and Reporting

CRM software is the most diverse type of customer management software, which explains the hyper choice in this market. CRM software range from advanced contact managers (xRM) to commercial ERPs (such as Everwin or Divalto).

Advanced Features

The following advanced CRM features and services are becoming more and more present in CRM software:

  • Support and customer service
  • Commercial management and sales management (quote, order form, invoicing)
  • Delivery and collection of documents
  • Embedded and synchronised messaging with the main messaging system
  • Tracking of conversions according to the origins and drivers of leads
  • Connection with Customer Data Platforms (CDP) to centralise unstructured data with qualified CRM data

CRM applications will be supported in the next 5 years by BigData, Business Intelligence and the exploitation of public data on the Internet:

  • Automatic proposal of products to segments of populations via marketing actions combining marketing automation and emailing.
  • Correlation detection
  • Listening to social networks (Social CRM as Easiware)
  • Automatic enrichment of contact cards
  • Anticipating seasonal factors

CRM: Trends and Future Developments

The CRM market is made up of 50% SaaS CRM offers (CRM in the cloud, unlike on-premise CRM).

Finally, the 10 largest CRM software publishers account for 60% of the market. The remaining 40% is made up of about a hundred solutions such as E-deal, Zoho, Efficy, Infocob. Among the market giants are Salesforce, SAP, Oracle, Microsoft Dynamics CRM, IBM, NetSuite and Sage CRM.

Moreover, most solutions offer free trials or demos to test the functionalities of CRM Marketing software.

With our guides on customer relationship management (CRM), discover how to automate sales and marketing actions to support business development and customer relationship quality (improving customer experience, customer journey, loyalty and customer satisfaction).

How to Choose a CRM Software?

Choosing the ideal CRM software can be complex because it depends on the current context of a company, but also on its evolution. Moreover, it impacts many departments such as Management, Marketing, Sales, Communication, Support, etc. It is therefore essential to make a list of required features with all stakeholders in the CRM project before selecting a CRM tool.

Then, it is important to study the necessary functional scope: prospecting, marketing campaign management, customer support. There are hundreds of CRM software on the market that do either everything or part of the customer relationship.

Finally, price plays a key role in selecting the ideal CRM software for a company. You can now find CRM software with monthly subscriptions per user. This usually costs around 30 €/month/user which, multiplied by the number of employees concerned, can represent a very significant cost.

The Most Popular CRM Software

These include: Sellsy, Eudonet, Ines CRM, Salezeo, GRC Contact, Microsoft Dynamics CRM, MyFeelBack, Koban, Nelis, Salesforce CRM : Sales Cloud, Teamleader, EGGcrm, TigerPro CRM, Magic Business, Incwo, Pipedrive, Smartplace, Vtiger CRM, Zoho CRM, Sage CRM, Everwin CXM, Simple CRM, You don't need a crm, E-Deal CRM

Customer relationship management softwares: Q&A

How does a customer relationship management software work?

chevron-right

A CRM software is designed to track and manage interactions with customers, providing a centralised database of customer information. It allows businesses to manage leads, sales, customer service and marketing campaigns all in one place.

What features should I look for when looking for customer relationship management software?

chevron-right

Look for features such as lead and sales management, contact management, automation, reporting and analytics, mobile access, and integration with other software tools. Customisable dashboards and workflows, and the ability to add third-party integrations to your CRM software can also be useful.

What are the benefits of customer relationship management for my company?

chevron-right

CRM software can increase sales, improve customer satisfaction, streamline business processes, and provide valuable insights into customer behaviour and needs. It can also help businesses to build and maintain strong relationships with customers, which can lead to increased loyalty and repeat business.

What are the best customer relationship management software options?

chevron-right

Some of the best CRM software options in the UK market include Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, and Pipedrive. Each has its own strengths and weaknesses and may be more suitable for different businesses depending on their needs.

What are the free customer relationship management software alternatives I could try?

chevron-right

Some of the best free CRM software options include HubSpot CRM, Zoho CRM Free Edition, Bitrix24, and Insightly. These free options may have limited features compared to paid versions or may have restrictions on the number of users, contacts or data storage.