8 Best Professional CRM Software in 2023
CRM software is a business-management tool that enables users to track and manage customer relationships. It can help you automate workflows, improve efficiency and reduce customer support costs.
It’s important to choose a CRM that best suits your needs and is designed for your business’s unique sales process. To find the right fit, review the list of basic CRM features below.
1. Bitrix24
Bitrix24 is a CRM software for small and medium businesses that offers communication and collaboration tools as well as project management features. Its free plan includes all the functions you need to get started and test different workflows.
Bitrix24 also offers unlimited cloud storage and document management tools so you can keep your files organized and accessible. It can support all sorts of file types including wikis, photos, and calendars.
Its intranet services feature allows you to create a company portal that helps employees communicate with each other and share information. This app also supports internal communication through video and chat rooms.
In addition to its intranet services, Bitrix24 also offers cloud storage and document management tools that can help you keep your files organized and accessible. It can also help you create a company website through its web form builder.
Bitrix24 also has funnel management and pipeline tools that can help you move your leads from leads to deals. You can customize your sales process by creating rules and triggers that automatically send email, SMS, or chat messages to your leads. This will save you time and allow you to focus on growing your business.
2. CompanyHub
CompanyHub is a robust, feature-rich customizable CRM that can be tailored to fit into any industry. It offers powerful reporting and email syncing capabilities that help users manage their leads more effectively.
Its modern and optimized interface makes it easy to learn and use. It also provides automation options that help sales reps save time.
The system also offers a range of customizable views and workspaces to allow users to tailor the experience to their needs. It also offers advanced analytics and reporting.
With CompanyHub, you can easily track all your deals at every stage of the process. This includes dealing with potential customers, evaluating their needs and making recommendations to them.
Companies can also track sales data, including lead status and conversion rates. This information can be viewed in a tabular view.
CompanyHub is also compatible with Zoho Flow, which lets you create complex workflows within minutes. With this platform, you can set triggers, add actions, and use delays. You can even integrate it with other apps without writing a single line of code.
3. Pipedrive
Pipedrive is a powerful CRM for sales that offers a streamlined, user-friendly interface and plenty of built-in features. It also integrates with a variety of popular business tools, making it easy to use and improve productivity.
Leads & Deals: Pipedrive lets you keep track of your leads and deals, letting you know if they’re ready for action and whether they’ve been moved to a specific stage. This can help you identify any gaps in your sales process and prevent deal rotting or losses.
Data Cleansing: Pipedrive helps you bring in data from other CRMs such as HubSpot, Salesforce and Zoho, which can help you to avoid duplicate data and improve your chances of winning more deals. It also helps you organize your contacts, companies, communication and purchase histories.
It’s a good choice for small businesses that want an effective CRM system without breaking the bank. Its affordable tiers are available on a month-to-month or annual basis. All plans include email and chat support, as well as a Knowledge Base, community forum, and training academy.
4. Salesforce
Salesforce is a cloud-based CRM platform that allows businesses to manage customer data, automate processes, and improve customer relationships. It also helps them save time and money by improving efficiency.
Salesforce’s cloud architecture is scalable and can accommodate any business’ needs. Its platform also supports integration with third-party applications, which can help streamline business operations.
Companies like Canon, L’Oreal, and Nikon Instruments have used Salesforce to connect with their employees and customers. This enables them to share information in real-time to increase their productivity and profitability.
Sales teams can use Salesforce to automate tasks such as lead tracking, managing leads, and sales reporting. They can also view detailed timelines of customer interactions and track deals through each stage.
In addition, Salesforce’s AppExchange is packed with tools to boost business growth and ensure better customer service. The software also offers a mobile-ready user interface and features such as Salesforce Chatter to enhance communication among teams.
Salesforce is a popular solution for organizations of all sizes and industries. It’s easy to set up and can be customized to meet the unique needs of your business.
5. Bonsai
Bonsai is a cloud-based business management and accounting software solution that streamlines all aspects of the business workflow. It features tools for proposals, contracts & e-signing, client CRM, forms and accounting & tax tools to help small businesses, freelancers and solopreneurs manage their projects and finances quickly.
Bonsai’s main dashboard is organized and easy to navigate, making it a breeze to find and use the features you need. The in-software help chat is also a great option for those who need assistance.
Invoicing is another key part of Bonsai’s features, and it’s incredibly easy to set up. You can generate invoices directly from a project folder, or you can set up single invoices for individual clients.
Moreover, Bonsai automatically generates pre-filled invoices whenever you create a new contract with client and project information. You can even schedule your invoices to be sent at a specific date.
Bonsai’s payment options include credit cards and ACH payments, Stripe, and PayPal. This gives you flexibility when it comes to receiving payments from your clients and makes getting paid easier than ever before.
6. EngageBay
EngageBay is an integrated marketing, sales, and service automation software that helps users grow their businesses. It combines an email marketing suite with free CRM and sales automation tools, and a helpdesk module to provide customer support and help businesses convert website visitors into customers.
The CRM and marketing features of EngageBay are easy to use and help users save time and resources by automating routines and manual tasks. It also offers a simple customer support feature that helps business owners track and solve tickets in minutes.
Its customer relationship management (CRM) and sales automation are a perfect fit for small businesses. The platform allows users to store and organize email contacts, create deals, and track the sales pipeline to boost business growth.
User reviews have rated EngageBay as an easy-to-use platform that has great features and excellent customer support, at an affordable price. The platform also has intelligent AI, a ticketing tool, and chat widgets to improve the overall customer experience.
EngageBay is available as a full-stack solution, or as a chunk by chunk package, meaning you can choose just the components you need. If you want to test it out, you can sign up for a free trial.
7. SugarCRM
SugarCRM is an easy-to-use and powerful CRM software that helps businesses manage their customers. It has a wide range of features and functionality that can help you find new prospects, nurture them, convert them to leads, and retain them.
Its ability to integrate with other systems is also a plus. Its open API allows developers to create custom modules for the product, and it comes with extensive guides on syncing and installing third-party integrations.
Users can add contacts and leads in just a few clicks, attach large files and modify documents and notes, and sort them by priority or tag them for easier managing. The app also supports multicurrency and multilingual capabilities, making it perfect for businesses in a variety of markets.
The customer support team is also available to help you through any issues. The hold time is surprisingly short, and they offer complaint forms as well as live chat options to make it even faster to solve any problems.
Using SugarCRM, you can access all customer data at a central dashboard, making it easier to run marketing campaigns and manage social media activities. You can also track customer feedback measures such as Net Promoter Score and customer loyalty.
8. Salesmate
Salesmate is an all-in-one CRM software that helps you to grow your business by automating sales processes. It features multi-channel communication, call tracking, and robust sales insights to help you track leads and customers while eliminating tedious manual tasks.
It also offers a built-in phone tool that allows you to initiate and receive calls easily without having to juggle a separate phone system. You can also use the phone to record your call and take notes for future reference.
You can use this feature to follow up with prospects and clients from different time zones, or schedule appointments for them in advance. This way, you don’t miss any follow-ups with them and can plan the next course of action.
The software also has a 360deg contact management feature that can automatically fetch information about your contacts and add them to the CRM. You can import contact data from Google, mobile or CSV/Excel files to enrich their profiles.
It also supports product management, which can be beneficial for businesses that sell a wide range of products. You can create a consolidated list of all your products, assign them to deals and track their popularity and sales volume.
8 Best Professional CRM Software in 2023
CRM software is a business-management tool that enables users to track and manage customer relationships. It can help you automate workflows, improve efficiency and reduce customer support costs.
It’s important to choose a CRM that best suits your needs and is designed for your business’s unique sales process. To find the right fit, review the list of basic CRM features below.
1. Bitrix24
Bitrix24 is a CRM software for small and medium businesses that offers communication and collaboration tools as well as project management features. Its free plan includes all the functions you need to get started and test different workflows.
Bitrix24 also offers unlimited cloud storage and document management tools so you can keep your files organized and accessible. It can support all sorts of file types including wikis, photos, and calendars.
Its intranet services feature allows you to create a company portal that helps employees communicate with each other and share information. This app also supports internal communication through video and chat rooms.
In addition to its intranet services, Bitrix24 also offers cloud storage and document management tools that can help you keep your files organized and accessible. It can also help you create a company website through its web form builder.
Bitrix24 also has funnel management and pipeline tools that can help you move your leads from leads to deals. You can customize your sales process by creating rules and triggers that automatically send email, SMS, or chat messages to your leads. This will save you time and allow you to focus on growing your business.
2. CompanyHub
CompanyHub is a robust, feature-rich customizable CRM that can be tailored to fit into any industry. It offers powerful reporting and email syncing capabilities that help users manage their leads more effectively.
Its modern and optimized interface makes it easy to learn and use. It also provides automation options that help sales reps save time.
The system also offers a range of customizable views and workspaces to allow users to tailor the experience to their needs. It also offers advanced analytics and reporting.
With CompanyHub, you can easily track all your deals at every stage of the process. This includes dealing with potential customers, evaluating their needs and making recommendations to them.
Companies can also track sales data, including lead status and conversion rates. This information can be viewed in a tabular view.
CompanyHub is also compatible with Zoho Flow, which lets you create complex workflows within minutes. With this platform, you can set triggers, add actions, and use delays. You can even integrate it with other apps without writing a single line of code.
3. Pipedrive
Pipedrive is a powerful CRM for sales that offers a streamlined, user-friendly interface and plenty of built-in features. It also integrates with a variety of popular business tools, making it easy to use and improve productivity.
Leads & Deals: Pipedrive lets you keep track of your leads and deals, letting you know if they’re ready for action and whether they’ve been moved to a specific stage. This can help you identify any gaps in your sales process and prevent deal rotting or losses.
Data Cleansing: Pipedrive helps you bring in data from other CRMs such as HubSpot, Salesforce and Zoho, which can help you to avoid duplicate data and improve your chances of winning more deals. It also helps you organize your contacts, companies, communication and purchase histories.
It’s a good choice for small businesses that want an effective CRM system without breaking the bank. Its affordable tiers are available on a month-to-month or annual basis. All plans include email and chat support, as well as a Knowledge Base, community forum, and training academy.
4. Salesforce
Salesforce is a cloud-based CRM platform that allows businesses to manage customer data, automate processes, and improve customer relationships. It also helps them save time and money by improving efficiency.
Salesforce’s cloud architecture is scalable and can accommodate any business’ needs. Its platform also supports integration with third-party applications, which can help streamline business operations.
Companies like Canon, L’Oreal, and Nikon Instruments have used Salesforce to connect with their employees and customers. This enables them to share information in real-time to increase their productivity and profitability.
Sales teams can use Salesforce to automate tasks such as lead tracking, managing leads, and sales reporting. They can also view detailed timelines of customer interactions and track deals through each stage.
In addition, Salesforce’s AppExchange is packed with tools to boost business growth and ensure better customer service. The software also offers a mobile-ready user interface and features such as Salesforce Chatter to enhance communication among teams.
Salesforce is a popular solution for organizations of all sizes and industries. It’s easy to set up and can be customized to meet the unique needs of your business.
5. Bonsai
Bonsai is a cloud-based business management and accounting software solution that streamlines all aspects of the business workflow. It features tools for proposals, contracts & e-signing, client CRM, forms and accounting & tax tools to help small businesses, freelancers and solopreneurs manage their projects and finances quickly.
Bonsai’s main dashboard is organized and easy to navigate, making it a breeze to find and use the features you need. The in-software help chat is also a great option for those who need assistance.
Invoicing is another key part of Bonsai’s features, and it’s incredibly easy to set up. You can generate invoices directly from a project folder, or you can set up single invoices for individual clients.
Moreover, Bonsai automatically generates pre-filled invoices whenever you create a new contract with client and project information. You can even schedule your invoices to be sent at a specific date.
Bonsai’s payment options include credit cards and ACH payments, Stripe, and PayPal. This gives you flexibility when it comes to receiving payments from your clients and makes getting paid easier than ever before.
6. EngageBay
EngageBay is an integrated marketing, sales, and service automation software that helps users grow their businesses. It combines an email marketing suite with free CRM and sales automation tools, and a helpdesk module to provide customer support and help businesses convert website visitors into customers.
The CRM and marketing features of EngageBay are easy to use and help users save time and resources by automating routines and manual tasks. It also offers a simple customer support feature that helps business owners track and solve tickets in minutes.
Its customer relationship management (CRM) and sales automation are a perfect fit for small businesses. The platform allows users to store and organize email contacts, create deals, and track the sales pipeline to boost business growth.
User reviews have rated EngageBay as an easy-to-use platform that has great features and excellent customer support, at an affordable price. The platform also has intelligent AI, a ticketing tool, and chat widgets to improve the overall customer experience.
EngageBay is available as a full-stack solution, or as a chunk by chunk package, meaning you can choose just the components you need. If you want to test it out, you can sign up for a free trial.
7. SugarCRM
SugarCRM is an easy-to-use and powerful CRM software that helps businesses manage their customers. It has a wide range of features and functionality that can help you find new prospects, nurture them, convert them to leads, and retain them.
Its ability to integrate with other systems is also a plus. Its open API allows developers to create custom modules for the product, and it comes with extensive guides on syncing and installing third-party integrations.
Users can add contacts and leads in just a few clicks, attach large files and modify documents and notes, and sort them by priority or tag them for easier managing. The app also supports multicurrency and multilingual capabilities, making it perfect for businesses in a variety of markets.
The customer support team is also available to help you through any issues. The hold time is surprisingly short, and they offer complaint forms as well as live chat options to make it even faster to solve any problems.
Using SugarCRM, you can access all customer data at a central dashboard, making it easier to run marketing campaigns and manage social media activities. You can also track customer feedback measures such as Net Promoter Score and customer loyalty.
8. Salesmate
Salesmate is an all-in-one CRM software that helps you to grow your business by automating sales processes. It features multi-channel communication, call tracking, and robust sales insights to help you track leads and customers while eliminating tedious manual tasks.
It also offers a built-in phone tool that allows you to initiate and receive calls easily without having to juggle a separate phone system. You can also use the phone to record your call and take notes for future reference.
You can use this feature to follow up with prospects and clients from different time zones, or schedule appointments for them in advance. This way, you don’t miss any follow-ups with them and can plan the next course of action.
The software also has a 360deg contact management feature that can automatically fetch information about your contacts and add them to the CRM. You can import contact data from Google, mobile or CSV/Excel files to enrich their profiles.
It also supports product management, which can be beneficial for businesses that sell a wide range of products. You can create a consolidated list of all your products, assign them to deals and track their popularity and sales volume.
