Are you struggling to maintain a good relationship with your customers? Do you know CRM software allows you to track all your customer data? Read on to know the abilities of the best CRM software and grow your business.
Open Source CRM Software, or customer relationship management software, is a tool businesses use to manage their interactions with customers. It allows you to keep track of customer data, sales history, and contact information in one place. Are you intrigued to learn more?
Scrolling down, we will discuss the top 10 CRM software options for businesses. We will also provide an overview of what to look for when choosing a CRM software system.
Table of Contents
- Top Free and open source CRM Software
- What Is A CRM Software?
- What Are The Benefits Of Using A CRM (Customer Relationship Management Software)?
- Benefits of using CRM Software:
- When looking for Free and Open Source CRM Software, you should consider the following:
Top Free and open source CRM Software
There are many types of CRM software available today that cater to different industries and needs. The following are some of the top CRM systems in 2023, along with their features:
1. Salesforce
Salesforce is a comprehensive CRM software solution that enables businesses to manage customer relationships and sales processes. It offers features such as lead capture, contact management, opportunity tracking, task management, and reporting tools.
Features of Salesforce:
- Contact management
- Opportunity management
- Lead management
- Reports and Dashboards
- Mobile-friendly
- Sales forecasting
- File sync and share
- Activity management
- Data management
Pros and Cons of Salesforce:
| Pros | Cons |
|---|---|
| > Easy to use | > Relies entirely on the internet |
| > Fulfills various business needs | > Too costly if you want to avail all the tools, get ready to pay. |
| > Can adhere to any business complexity | > Data storage limits |
| > Rich customization compatibility | Â |
| > Lightning Experience, a new UI that is intuitive and easy-to-use | Â |
Pricing of Salesforce CRM:
(Source: Forbes.com)
2. Zoho CRM
Zoho CRM is a cloud-based CRM software solution that provides businesses with tools for managing leads, contacts, companies, opportunities, deals, and tasks. It also offers features such as email marketing integration, social media integration, custom reports and dashboards, and mobile access.
Features of Zoho CRM
- Multichannel engagement
- AI assistance
- Performance and analytics
- Highly customizable
- Manages business process
- Sales automation
- Sales pipeline management
- Team collaboration
- High-level security
Pros and Cons of Zoho CRM software
| Pros | Cons |
|---|---|
| > Customizable. | > A little bit complicated to use at first, will need assistance from Zoho. |
| > Integrates customer/prospect interaction. | > Managing reports and customization of UI is tricky. |
| > Simple and affordable solution. | Â |
| > Handles accounting and front desk flexibility. | Â |
| > Saves your time handling the leads. | Â |
3. Microsoft Dynamics CRM
Microsoft Dynamics CRM is a cloud-based CRM software solution that provides businesses with tools for managing customer interactions and sales processes.
It offers features such as lead capture and tracking, contact management, activity management, sales reporting, and marketing automation.
Features of Microsoft Dynamics CRM
- Cloud & on-premise hosting options
- Microsoft products integration
- Sales and marketing
- Customer service
- Security
- Visual dashboards
Pros and Cons of Microsoft Dynamics CRM software
| Pros | Cons |
|---|---|
| > Centralized data collection | > Difficult UI (user interface) |
| > Customization and configuration | > High price as per the features offered |
| > Cost-effective | > Segmented functionality |
| > Cohesion of Microsoft platforms | Â |
4. Oracle CRM
Oracle CRM is again a comprehensive CRM software solution to help you handle customer relationships and sales operations. It offers features such as lead capture, contact management, opportunity tracking, task management, and reporting tools.
Features of Oracle CRM
- Social CRM
- Integration to Siebel CRM
- Business Intelligence (BI) applications
- CRM gadgets
- Self-service and eBilling
- Customer data integration
- Quote and order capture
- Partner relationship management
- Price Management
Pros and Cons of Oracle
| Pros | Cons |
|---|---|
| > Proficient CRM tools | > Slower customer support |
| > Easy to Use | > Annoying frequent updates |
| > Comfortable UI (user interface) | Â |
| > High-level data security | Â |
Pricing of Oracle CRM Software
5. Cvent
Cvent is a cloud-based event management software that helps businesses manage their events and track leads and contacts associated with those events.
It offers event registration and check-in/out features, attendee tracking, lead capture and tracking, contact management, report generation, and more.
Features of Cvent CRM
- Event Registration
- Event calendars
- Housing and travel management
- Event marketing
- Email marketing
- SocialWall
- Budget management
- Mobile-friendly registrations
- Custom event sites
- Membership management
- Event reporting
- Contact management
- On-site functionality
- Workflow management
- PCI Level 1 compliant
- Payment processing
Pros and Cons of Cvent CRM software
| Pros | Cons |
|---|---|
| > Easy to use | > Limited customization |
| > Easy to create new events | > Limited capabilities in email marketing |
| > Streamlined registration | > Quite costly |
| > Great user experience | Â |
Pricing of Cvent CRM
There’s no pricing information available for Cvent CRM software. However, it does have a free trial period. If you want to know the pricing, you will have to contact them here.
6. Pipedrive
As the name suggests, Pipedrive is a cloud-based sales pipeline management software that helps businesses manage their sales process from start to finish.
It offers features such as lead capture and tracking, contact management, sales pipeline management, deal tracking, reports and analytics, and more.
Features of Pipedrive
- Manage leads and deals
- Automation of administrative tasks
- Insights and reports
- Track calls, emails, and other communications
- Fully secured and privacy
- Mobile device friendly
- Sales boosting app integrations
- Highly customizable
Pros and Cons of Pipedrive
| Pros | Cons |
|---|---|
| > Intuitive UI (user interface) | > Limited functionality |
| > Deal-driven workflow | > There’s no separation between lists of new leads and contacts |
| > Mobile app, call, and email synchronization | Â |
| > Best for small to midsize businesses (SMBs) | Â |
Pricing of Pipedrive
7. Insightly
Insightly is a cloud-based CRM software solution that helps businesses manage customer relationships.
It offers features such as contact management, opportunity tracking, project management, task management, reporting tools, and more.
Features of Insightly
- SalesForce Automation
- Marketing Automation
- Customer Support
- Social Collaboration Features
- Mobile User Support
- Reporting & Analytics
Pros and Cons of Insightly
| Pros | Cons |
|---|---|
| > Easy file uploads | > Mailchimp Integration is very poor |
| > Integrates easily | > Inconsistent support |
| > Get a small or big picture of your business | Â |
| > Easy to use | Â |
Pricing of Insightly
8. HubSpot
HubSpot is another popular CRM software.
It offers a free plan for small businesses and has a wide range of features, such as contact management, email marketing automation, and lead capture forms.
Features of HubSpot CRM
- Contact Management
- Daily Dashboard
- Task Management
- Content Repository
- Automated Data Capture
- ReportingÂ
- Mobile-Friendly
- Integration with Mobile Automation
- Canned Snippets
- Personalized Sequences
- Email Integration
- Customer Support Fields
- Deal Stages
- Meeting Scheduling
Pros and Cons of HubSpot CRM software
| Pros | Cons |
|---|---|
| Flexible pricing | Complicated pricing tiers |
| Modular and scalable solutions | No customer support for the free plan |
| Easy to use | Â |
| Tons of free tools | Â |
9. Freshsales
Looking for CRM software for small to midsize businesses? Freshsales CRM is one of the best entry-level CRM for businesses. It is functional software that integrates other software like calender, email marketing software, and other tools like DocuSign. It provides you with all these without overwhelming your sales team with its easy-to-understand interface.Â
Features of Freshsales CRM
- Event Tracking
- Deal Management
- Advanced Reporting
- Mobile CRM
- Automated and Personalized Emails
- Built-in Phone Chat
- Sales Reporting and Analytics
- Task and Team Management
- Sales Automation
Pros and Cons of Freshsales CRM
| Pros | Cons |
|---|---|
| Easy to use | No reports available in the free plan |
| Proactive AI assistant | Â |
| Various extensions for flexible functionality | Â |
| Automated inventory valuation for a company | Â |
Pricing of Freshsales CRM
10. Kapture CRM
Kapture CRM is a cloud-based software solution that provides businesses with tools for managing customer relationships.
It offers features such as contact management, opportunity tracking, task management, and reporting tools.
There are many other great solutions out there; these are just some of the top contenders. When deciding the best CRM software for business, it is important to consider your needs and what features are most important to you.
Features of Kapture CRM
- Activity Dashboard
- Alerts / Escalation / Notifications
- Appointment Management
- Calendar/Reminder System
- Call Center Management
- Contact Management
- CRM
- Customer Database
- Customizable Branding and Reports
- Customizable Templates
- Document Storage
- Email Marketing and Management
- Mobile Interface
- Social Media Integration
- Third-Party App Integrations
- User Management
- Workflow Management
Pros and Cons of Kapture CRM software
| Pros | Cons |
|---|---|
| > Easy User Interface (UI) | > User experience is bad |
| > Easy to use | > Performance is slow |
| > Great API | Â |
| > Lots of customization | Â |
Pricing of Kapture CRM
There are many other great solutions out there; these are just some of the top contenders in 2023. When deciding on the best CRM software for business, it is important to consider your needs and what features are most important to you.
What Is A CRM Software?
CRM (customer relationship management) software is a customer-facing, customer-centric system that helps your company manage its relationships with customers and prospects in one place.
With customized workflows, you can include everyone in the conversation. This will help you build trust and loyalty throughout the organization. Business owners who wish to improve their customer service can benefit from this.
What Are The Benefits Of Using A CRM (Customer Relationship Management Software)?
Benefits of using CRM Software:
- Increased sales and revenue:
By tracking customer interactions and data, you can more easily identify opportunities for upselling and cross-selling products and services. This leads to increased sales and revenue for your business.
- Improved customer service:
With a 360-degree view of each customer, you can provide better customer service by quickly identifying any issues or concerns that customers may have. Additionally, you can more effectively target marketing efforts to specific customers based on their needs and preferences.
- Reduced costs:
Automating tasks such as lead capture and follow-up saves time and reduces the need for manual input. This leads to reduced costs for your business.
- Increased efficiency:
By streamlining tasks, you can increase the productivity of your employees and increase their overall efficiency. This leads to increased profits for your business.
- Improved team collaboration:
With a CRM software solution, your entire team can share customer data in real-time. This leads to improved communication and collaboration between employees, which translates into better overall performance for the company.
- Increased customer loyalty:
The more you know about your customers, the better you can serve them. With a CRM software solution, you will have access to detailed information on each customer. This allows your team to provide personalized service that increases customer loyalty and repeat business.
- Increased market share:
Customer satisfaction is crucial to business success. By providing excellent customer service and building stronger relationships with customers, you will increase your chances of gaining new customers. Increased market share means increased profits for the company.
- Improved decision-making:
A CRM software solution provides real-time data on all aspects of the customer lifecycle from lead capture through sales and beyond.
With this information at your fingertips, you can identify areas where you need to make improvements to reach your goals faster! This will assist you in making more informed decisions about how best to serve individual clients or prospects.
Also Read: Â Top 10+ Inventory Management Software
When looking for Free and Open Source CRM Software, you should consider the following:
- The size of your business
- How many users will need access?
- The features you need
- The price
- How user-friendly is the software?
It is important to find the right solution for your business so that you can reap all of the benefits that come with using CRM software. With so many options available today, you are sure to find the perfect software solution for your company!
Invest In One Today!
There you have it – our top CRM software systems! We hope this list has given you a good starting point for finding the best customer relationship management software for business. Remember to consider your specific needs and budget when making your decision, and don’t hesitate to get in touch if you need help narrowing down the options.
