20 Best CRM Tools in 2024

May 18, 2023
Reading time19 minutes
Jaqueline Corradi
Jaqueline Corradi
Content Manager

Getting to know the CRM tools available in the market is an opportunity to enhance the management processes in your company. On a single platform, you will be able to control customer interactions, sales, delegate tasks, and allow your team to quickly have access to the data they need.

In the digital world, counting with efficient software that eliminates paperwork, is a valuable asset to optimize work, and increase productivity. There are several CRM software solutions for different types of companies.  It's worth getting to know them and choosing the one that suits your business best. 

What Is CRM Software?

CRM stands for Customer Relationship Management, it is a software system that enables you to store all your contacts, deals, and sales data in one place. It helps with organizing processes, automating tasks, and creating reports, optimizes your time, and prevents you from losing valuable information. 

In a single platform, you are going to have registered from the first visit someone made to your website to their latest purchase. It helps to turn leads into customers by providing a more personalized experience, for example, by identifying relevant products and content for each person.

A CRM records and analyzes calls, emails, and other document information, which also are used to develop reports about sales and marketing performance. You can use this to have new insights, and increase revenue. 

Benefits of Using CRM Tools

When you have access to the right CRM tools, it's possible to take a lot of advantage of them. Therefore, it's fundamental to learn how to use the CRM software you choose to implement in your company. Explore every feature and make the most of it. 

Increase Productivity

Using a CRM platform can boost your and your team's productivity considerably. The software gives the possibility to automate simple tasks, which saves time, enabling you to focus on more important matters, like developing strategies.

In a single platform, you can choose who has access to customer data, so the sales, marketing, and customer support departments can analyze them to enhance results.

Instead of spending time searching for all the information in multiple places, everything is concentrated in the CRM. The platform even provides performance reports, which can offer interesting insights.

Diminish Error Risks

The fact that you can concentrate the management processes in one platform also helps to prevent errors. It reduces the risk of losing important data, and enhances communication between the team members  

It also reduces the error risks when dealing with customers. Every team member responsible for communicating with the clients will have all the records of the previous interactions made by this customer. This way, it becomes easier to identify the issue and increases satisfaction too. 

Enhance Communication

Having a good communication system among different departments and inside the organization is a challenge to big, medium, and small companies. However, when you have the proper CRM tool, it becomes easier by unifying all the processes.

As it's possible to centralize the reports and customer data in one platform, it avoids miscommunication. You can keep track of customer interactions and assign tasks to the right people who will be able to check what has been done before.

Retain Customers

As you diminish errors and offer better resources to your team with a CRM platform, customer satisfaction improves. As a consequence, your business retains more customers, which directly connected to the capabilities of offering good service. 

Sell More

Another result of implementing CRM tools correctly is increasing the number of sales. You will count on efficient marketing and analytics features, which are a effective assets to identifying the weak points of your company and finding the best solutions, leading to selling more. 

Aspects to consider when choosing a CRM

Some basic features should be considered before deciding which CRM platform you are going to use. Pay particular attention to the ones below. 

Sales Tools

A CRM system must allow you to record every sales history from each one of your contacts. In the implementation process, you are going to do it manually, but after it, the CRM must be able to integrate with other tools to keep track of your leads and customers' activities automatically. 

A CRM should enable you to create a personalized pipeline as well. Each company has its particularities and it includes a journey that the customer usually follow to complete a purchase.

Creating a personalized pipeline helps your sales and marketing team to identify the buyer stages, and implement the best strategies to close deals.

Marketing Integration

The data CRM stores are very valuable when it comes to marketing, counting on a platform that has marketing features integrated into it makes the process much more efficient. You will be able to develop, manage campaigns and analyze them aligned with the sales process.

Observe if the CRM you are choosing allows you to integrate with your website, email, SMS, and social media. It will help your sales and marketing team to work in sync, make better use of the data, and consequently increase revenue.

Lead Scoring

Leads have several characteristics that enable you to divide them into many categories. Each one is in a different deal stage, some are more likely to make a purchase than others. Choosing a CRM that uses artificial intelligence to detect selling opportunities will help you to close more deals. 

You just need to set the criteria that indicate a lead has a high potential to turn into a customer, then the software will send you a notification when it identifies selling opportunities.  

Task Management

Another essential feature of CRM systems is enabling you to create and assign tasks, set deadlines, and follow up on how each activity is done. Through it, you will be able to manage your team better, offer them more precise feedback, and help with insights. 

It's also easier for everyone in the team to organize their time, identify what needs to be done, and which are the priorities. 

Mobile and Accessibility

Nowadays, smartphones are used as computers, and having a CRM that offers a mobile app will facilitate things for you. Its app should enable you to track activities, add and edit information, and send messages to your customers from your smartphone. 

Data Management

A good CRM platform must allow you to manage data in the best way, creating contacts lists, keeping track of their history, and recording each action they make when interacting with your business. 

It also has to give you the ability to customize the sales process, so you can manage the deal stages in a way that better suits your company, segment your contacts, create tags, and much more. 

Storing the data isn't enough, it needs to be easily found and strategically organized to enhance productivity, and avoid missing opportunities. Pay attention if the CRM system you choose offers that.

21 Best CRM Tools in 2024

1. JivoChat CRM

JivoChat CRM page

With JivoChat you can control every interaction with your customers, from the first message to after sale. All tickets from all channels are automatically saved in the dashboard, avoiding the risk of losing crucial information.

You and your team will have access to all requests and deal status. You can enjoy the reports and insights for sales control, schedule calls, meetings, and emails, and integrate JivoChat CRM with other communication channels, like WhatsApp, Facebook, and Instagram.

Highlighted features:

  • Schedule calls, emails, and meetings
  • Create customized pipelines
  • Centralize communication
  • Track reports
  • Integrate with multiple apps
  • Mobile app

2. Brevo

Follow your leads and convert more with Brevo

Brevo allows you to manage all your customer relationships in one place. You just need to subscribe, and upload your contacts' information. For example, notes from previous calls and meetings and documents can be added to each contact's profile. 

Inside the CRM dashboard, you will find the function to assign tasks , insert deadlines and keep track with each step. This way, you will have a broader version of the actions that are being implemented and how they are affecting your customers' relationships. 

Highlighted features:

  • Simple to use
  • Segment your contacts
  • Assign tasks for your team members 
  • Add deadlines
  • Attach documents and notes to each contact

3. Pipedrive

Pipedrive home page

Through Pipedrive you can track the communications history of each contact, such as emails, and calls, use artificial intelligence to learn where you can improve, and direct your leads into your sales pipelines, as well. 

Besides, the platform provides customized metrics, so you can analyze according to your company's short and long-term goals. Also, it's possible to integrate Pipedrive with sales apps, making it even simpler to manage everything.

Highlighted features:

  • Track communications
  • Automate tasks
  • Receive customize reports
  • Integrate with other apps
  • Set activities reminders
  • Centralized dashboard

4. Freshsales 

Freshsales home page

On Freshsales centralized dashboard, you can manage the whole sales process, and automate time-consuming tasks. Use the activity timeline tool to understand your customer's behavior, identify opportunities, and the best strategies to sell more. Freshsales AI will assist you by providing deal insights, based on data analysis. 

To make it even simpler to manage your business sales process, you can customize the sales activities and the contact lifecycle stages, in a way that fits your company’s characteristics. You can integrate CRM with other important tools, such as PayPal, DocuSign, and Gmail as well. 

Highlighted features: 

  • 360º view of your customers
  • Custom sales activities
  • Create contact lifecycle stages
  • Automate tasks
  • Integrate with several tools
  • Activity timeline
  • AI-based deal insights

5. RD Station

RD Station website

RD Station is an all-in-one tool where you can manage your customer experience through different communication channels, control marketing campaigns, develop personalized journeys for them, automate tasks, and identify the best deal opportunities.

You can include to-do lists on the platform, share them with your team, assign each member tasks,  and set deadlines. Besides, it's possible to define your goals, so you can compare the results and understand what needs to be changed.  

Highlighted features: 

  • All-in-one tool
  • Create personalized journeys
  • Develop marketing campaigns 
  • Specialized assistance
  • Access to data about your customers and actions
  • Create projects and to-do lists

6. Zoho CRM

Zoho logo

Zoho CRM allows you to reach out to your customers through multiple channels, email, social media, or telephone, for instance. You will be notified when there is any interaction between customers and prospects. Besides, you can measure the effectiveness of each communication strategy by analyzing their data. 

To optimize tasks and save time, Zoho provides several automation tools. You can set customers' follow-up actions, such as sending a welcome email when they subscribe to your newsletter. 

Another advantage offered by the platform is the AI-powered sales assistant, Zia. It was designed to help you find the information you need in the CRM and also sends you reminders and suggestions about the best time to contact your leads. 

Highlighted features:

  • Fast implementation
  • Reach customers across multiple communication channels
  • Real-time notifications from customers’ interactions
  • Automate tasks
  • Trigger instant actions
  • Real-time reports and insights
  • AI-powered sales assistant

7. Bigin

Bigin logo

Bigin is a CRM developed for small businesses, so you can manage your customer relationships more easily. It enables you to centralize all prospect information, emails, tweets, and much more in a single platform and keep a timeline of every interaction with them.

Customize deal stages, create workflows, develop a pipeline of your company sales, and enjoy the Bigin app for IOS or Android: those are just some of the benefits the platform offers.

It also allows you to send mass emails, analyze the performance of email marketing campaigns, create personalized web forms, and it has built-in telephony features. To optimize time, you can manage your activities for the day and of your team, send notifications, and mention them as well.

Highlighted features:

  • Send mass emails
  • Analyze your email marketing campaigns
  • Create web forms
  • Manage pipelines
  • Create workflows
  • Activity management
  • Customize the way you view your data

8. HubSpot

HubSpot logo

Do you want to have a complete vision of your sales pipeline in an easy way? HubSpot CRM software allows you to do that in a clean dashboard. You are going to have access to detailed reports on sales activity. You also can follow up on your team's tasks, and individual performance.

When you add a new contact, it's automatically enriched with data from over 20 million businesses. Your sales team is going to be notified every time an opportunity is identified, making it much easier for connecting with prospects. 

You will be able to integrate with more than 875 apps, manage marketing campaigns and sales in the same place, and count on 24/7 customer support as well.

Highlighted features:

  • Centralized dashboard
  • View of your entire sales pipeline
  • Unlimited users
  • Company insights
  • Deal tracking
  • Meeting scheduling

9. Salesforce

Salesforce logo

Salesforce CRM toolis going to help you integrate your sales, marketing, commerce, service, and IT teams. They will work aligned, regardless of where they are located, providing a better experience for your customers.

To implement effective marketing strategies, through Salesforce you can leverage customer data from multiple sources, trigger messages based on customer actions, and send personalized messages. 

When it comes to sales, there are features for B2C and B2B models. You can create a personalized shopping experience with the platform AI help.  Also, manage every communication channel in one dashboard, improving response time. 

Highlighted features:

  • All-in-one platform
  • Marketing tools
  • Connect commerce to every department
  • Personalize shopping with artificial intelligence
  • Unify communication channels
  • Manage every channel from one view

10. Microsoft Dynamic 365

Microsoft Dynamic 365 logo

The Microsoft Dynamic 365 software aims to simplify the process that involves sales from supply chain to customer support. It offers several intelligent business applications to enable businesses to become more agile and less complex without increasing costs. 

You will be able to visualize all your customer data and enjoy AI's insights on the next steps that you should take. You can understand the sales pipeline and even automate some of the processes. Besides, you can protect and secure your business with built-in security tools and compliance. Customer data will be encrypted to keep it safe, and you can choose who inside the company can access the data. 

Highlighted features:

  • Visualize your customer data
  • Artificial intelligence insights
  • Automate tasks
  • Personalize customer experience
  • Automate order fulfillment

11. Less Annoying CRM

Less Annoying CRM logo

Less Annoying CRM was developed by a software engineer who realized the need for offering a platform that's simple to use and enables people to quickly implement it in their business. The software aims to provide an affordable solution for small businesses to enhance their workflow and automate tasks.

With the Less Annoying CRM, you can maintain all of your contact information in one place. Every customer will have a profile where you can see their interaction with your company, including notes, pipeline information, files, events, and tasks related to them. You and your team can check the assigned tasks and events on the CRM calendar.

Enjoy the lead report to keep track of every opportunity and avoid losing sales. You can also add as many collaborators as you want to the CRM so that every employee can use these tools as well. You control their access and decide what data they can see.

Highlighted features: 

  • Contact information in one place
  • Team's events and tasks calendar
  • Lead reports
  • Add as many users as you need
  • Customization tools
  • Access from any device
  • Free updates

12. Keap

Keap logo

Every business has specific needs according to its size and market it's inserted to, Keap acknowledges that and wants to offer a solution that is flexible, so it can accommodate those differences. You can enjoy the 14-day free trial to get to know the tools provided better and make sure this platform is what you were looking for. 

Use this CRM tool to organize your lead and customer information in one place, so you can segment them and understand the customer journey. Then, you will be able to identify what can be automated and do it through Keap. The software enables you to send messages automatically, check the status of every deal, generate invoices, and much more.

Highlighted features: 

  • Automated lead capture
  • Lead and customer data centered in a single platform
  • Trigger personalized follow-ups
  • Integrate with other apps
  • Appointment reminder
  • Advanced automation builder

13. Sugar CRM

Sugar CRM tool

Sugar CRM allows you to automate several marketing tasks. You can count on an AI-lead interest analysis to develop highly targeted campaigns and increase the chances to reach your potential customers. Another tool offered is predictive lead scoring, which qualifies your leads and prioritizes them based on their engagement.

Use the analytics tools to analyze performance and understand the results so you can keep improving. If you need any help implementing the CRM tools offered by the platform, count on the advisory service to assist with the onboarding process. Sugar CRM also enables you to centralize all customer data in one platform, and map out the individual journey of each one of them. 

Highlighted features: 

  • Lead scoring
  • AI-driven predictive analytics
  • AI-lead interest analysis
  • Sugar CRM advisory services
  • Ideal customer profile
  • Automate tasks
  • Map out customer journey

14. Insightly

insitghtly logo

With Insightly, you can centralize your customer data to close more deals and create efficient sales and marketing strategies. You have the opportunity to capture relevant information about your leads, identify the ones who should be prioritized, and assign tasks to your team based on that.

Customize the pipelines, automate repetitive tasks, create projects, and keep track of every process in the CRM. The Insightly software is scalable to grow with your business, and it has several customization options, so you can adapt to your company's needs.

Highlighted features:

  • Scalable
  • Lead management
  • Lead tracking
  • Automate tasks
  • Capture quality data
  • Project and task management
  • Customizable CRM

15. Monday

Monday logo

Being easy to use and to set up is one Monday CRM attractive. The software allows you to fully customize your sales pipeline, you can edit every deal stage, and add as many columns as you want. Automate repetitive work, and assign tasks to your team using the CRM tools provided by this platform.

You also can set reminders about upcoming activities, and receive notifications when a lead takes an important action, such as opening an email you have sent. You will be able to centralize the communication in one platform, saving time and preventing errors. 

Highlighted features: 

  • Contact management
  • Lead management
  • Automate tasks
  • Customize your sales cycle
  • Centralize client communication
  • Lead scoring
  • Email tracking

16. SAP

SAP logo

SAP CRM was created to meet critical business needs and assist you in enhancing customer experience. With the software, you can make data-driven decisions, centralize customer data, and get AI insights about how to sell more. 

Understand your customer journey with the marketing and sales tools offered by SAP, identify the tasks that can be automated, and use the CRM to schedule them. You can visualize customer profiles, and their connected relationships, and receive real-time insights about how to segment them better, and current trends.

Highlighted features:

  • Marketing and sales tools
  • Automate tasks
  • Customer profiles
  • AI insights
  • Centralized customer data

17. Apptivo

Apptivo logo

Apptivo has Kanban interface to enable you to organize the company's processes more efficiently. You also have the option to customize the platform, so it fits the needs of each one of your company's sectors. 

It's possible to manage everything on the go with the Apptivo mobile app. Add your team members to projects, assign tasks, and make data-driven decisions with the CRM tools provided. Integrate the software with other apps, automate tasks, and enjoy the performance analysis tool. 

Highlighted features: 

  • Sales funnel builder
  • Pipeline management
  • Performance analysis
  • Mobile app
  • Customize the CRM
  • Mobile app

18. Close

Close logo

Built for speed and productivity, Close CRM offers several tools to enhance sales. You can synchronize your email and calendar with the software to manage everything in one place.

Assign tasks for your team and yourself, and enjoy all the communication features to make sure the expected results will be achieved. You can also automate tasks, create workflows, and prioritize leads. Use the reports tools to get insights and make better decisions.

Highlighted features:

  • Synchronize your email and calendar
  • Assign tasks
  • Automate tasks
  • Report tools
  • Customizable fields
  • Leaderboards
  • Integrate with other apps

19. Nimble

Nimble logo

Nimble is a relationship-focused CRM tool that will help you engage with your customers and leads. You can unify all of your business contacts in the platform, which will collect social and business data about them.

You can segment customers, send personalized group emails, and enjoy the analytics and tracking features to analyze the performance of every task inside the CRM. Create a pipeline and plan every stage of the sales funnel. 

Highlighted features:

  • Unify your contact data
  • Live profiles
  • Segment contacts
  • Engage at scale
  • Analytics tools
  • Create workflows
  • Manage your team

20. Scoro

Scoro logo

Put everything you need to know about your customers in a single place with Scoro CRM. You will get an overview of each customer on one page, and be able to access their interaction history, linked projects, invoices, and more. No need to open several other applications.

You also can track every step of your sales funnel, and the results too. Customize everything to fit your sales process, and automate repetitive tasks to save time. It's possible to manage the activities from your desktop or mobile device and track individual and team sales targets. 

Highlighted features:

  • Visual overview of your sales funnel
  • Overview of each customer
  • Track results
  • Manage your pipeline
  • Analytics tools

21. Salesflare

Salesflare logo

Salesflare is a CRM tool created for B2B companies. With the platform, you can save time from looking for customer information, all you have to do is add the contact and the software will gather all the relevant data about the person, such as their social profiles. 

You can connect your phone calendar to the CRM  to always keep track of your upcoming meetings and other important events. Each customer will have a profile where you will be able to find the previous interactions they had with your company, and the documents related to them.

Highlighted features:

  • Fully automated contact and company info
  • Customer profiles
  • Identify deal opportunities
  • Follow up based on your customer's reactions
  • Email tracking
  • Integrate with other apps

Find the Best CRM Tool For Your Business

Now that you have known some of the best CRM tools available in the market, what about start enhancing the processes in your company? Analyze each one of the software, check their usability, and the tools offered, and then select the one that offers what your business needs. Many of them offer free trials, enjoy this benefit to test them, and pay attention to customer reviews too.

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