TOP 40 CRM
SOFTWARE
REPORT
Comparison of the Leading CRM Software Vendors
Top 40 CRM Software Comparison
Salesforce Sales Cloud
Select Customers
NBCUniversal, Siemens, Dell, Kelly Services, Dr. Pepper Snapple, HP
Additional Features
-
Real-time updates on
contacts, accounts,
opportunities and
documents -
Consolidate account
history, customer
communications,
contacts and more - Social media insight
-
Log calls and
respond to leads from
mobile devices -
Manage and track
campaigns across
multiple channels - Business data
-
View details about
deals the sales
team is pursuing - Securely share files
- Email and calendars
-
Analytics and
forecasting -
Build and manage a
loyal partner community - Application library
NetSuite CRM+
Select Customers
Aeris.net, AMPRO, Oakland Athletics, Document Sciences
Additional Features
- Opportunity management views
- Competitor tracking
- Customer-specific pricing and discounting
- Multiple-leads tracking
- 360-degree view into prospect and customer records
- Real-time sales forecasting
- Integrated order management
- Quote and order management
- Incentive compensation
- Commissions management
- Sales and marketing
- Library publishing
- Case management
- Knowledge base management
- Customer portal
- Time tracking
C2CRM
Select Customers
Verizon Wireless,Dean Foods,Douglas Machines,Cemex,City of Coppell
Additional Features
- Relationship management maintains customer information in central repository for quick access
- Sales management includes all areas under relationships
- Sales force automation
- Customer service tracks post-sales activities
- Help desk support, time and material billing and field service
- Marketing management provides automated, collaborative communications via the customer’s preferred method of contact
- Analytics help uncover the best or most profitable customers
- Determines actual costs associated with servicing customers
Infor CRM
Select Customers
Bell Canada, LAPEYRE, Navy Federal Credit Union, Tommy Bahama
Additional Features
- Easy-to-use interface for faster user adoption
- Social data advisor
- Multi-channel platform
- Integrated reporting, analytics, data mining, list management, segmentation, campaign management and closed-loop reporting
- BI integration
- Infor ecommerce integration
- Infor Social Commerce integrates Facebook with your site for maximum conversions
- Targeted campaign executing and preference analysis
- Consumer Interaction Hub helps optimize interactions for stronger lead cultivation and better customer insights
Sage CRM
Select Customers
Panasonic, Lockheed Martin, Armstrong, Caber Sure Fit, NYSE
Additional Features
- Easy-to-use interface
- Fully customizable dashboard
- Relationship management graphs
- Customizable graphical workflow
- Create accurate quotes and orders
- Quickly execute marketing campaigns
- Manage collaboration and team selling
- Customer service and support
- Reporting and analysis
- Leverages financial information from back-office system
- Mobile access on the latest smartphone and tablet devices
- Application integration
- Outlook and Exchange integration
- Social media integration
Top 40 CRM Software Comparison
Base CRM
Select Customers
Barnes & Noble, Expensify, Wayfair, Dom & Tom, Sartorius
Additional Features
-
Base Voice includes
calling, recording,
logging and reporting in
one platform -
Base Power Insights
provides reporting for
important sales metrics -
Native apps available
on iOS, Android and
Windows devices -
Real-time visibility into
your sales pipeline -
Automatically track
and share your email
communications, no
matter where you are -
Base Appointments is a
sales-focused calendar
that knows who’s
associated with each
deal -
Base Document
Repository provides one
shared library for all files
a team needs
Mothernode CRM
Select Customers
RBC Securities, Omaha Public Library, ASI Sign Systems, Izone Imaging
Additional Features
- Real-time account management
- Leads and opportunities
- Sales management
- Custom reports
- Dashboards
- Tasks & calendar integration
- Collaboration and realtime notifications
- Android, iOS mobile applications
- Email templates
- Email integration
- Campaign management
- Help desk
- Case management
- Quotes & proposals
- Document signing
- Inventory
- Vendor management
- File libraries
- Customization
- Permissions
- Easy to use
Insightly
Select Customers
NY State Assembly,Reddit, Centercode,
YepRoc Records
Additional Features
- Task and calendar management
- Contact management helps you efficiently leverage your network to grow your business
- Opportunity reports to manage key sales metrics
- Project management with activity sets, pipelines and milestones
- Social CRM allows you to see your contacts’ information on popular sites
- Integrates with Box, Dropbox, Evernote, Google Apps, Zapier, MailChimp, Microsoft OneDrive, Microsoft Outlook 2014/Office 365 and QuickBooks Online (premium plan)
- API
- iOS and Android apps
Gold-Vision CRM
Select Customers
Ordnance Survey, British Chambers of Commerce, Cosworth, Bridgestone
Additional Features
- Outlook and Exchange integration
- Integrated marketing Automation and email marketing
- Device-independent mobile access
- Dynamic dashboards and powerful reporting
- Opportunity and pipeline management
- Quote management
- Event and project management as standard
- Sophisticated lead management and scoring capabilities
- Social media integration
- Advanced customization capabilities
Microsoft Dynamics CRM
Select Customers
Delta Air Lines, Hitachi Solutions America, ING Bank, Pandora, PGA Tour
Additional Features
- Create business connections across CRM activities and entities
- Build teams with users from multiple business units
- Audit changes to business data with automatic notification
- Role-based access and permissions
- Measure performance of organizations, business units, teams and individuals
- Contract management
- Knowledge management
- Mobile capable
- Real-time analytics
- Scheduling tools
- Workflows establish rule-based approvals
- Marketing tools
- Sales force automation
Top 40 CRM Software Comparison
Commence CRM
Select Customers
Weight Watchers, NRA, Maryland General Assembly, Kenway Mack
Additional Features
- Contact Management
- Organization Chart
- Activity Management
- Task, Reminders, Alerts
- Group Calendaring
- Notes & History
- Custom Dashboards
- E-mail integration
- Lead Scoring
- Pipeline Management
- Forecast & Reporting
- Custom Reporting
- Analytical Reporting
- Marketing Campaigns
- Bulk-E-mail
- Letter Templates
- MS Word Integration
- Document Library
- Web to Lead Capture
- Customer Service
- Automated Ticketing
- Support Knowledgebase
- Customer Portal
- Project Management
- Tasks & Time Slips
- Conversations “Chat”
ClaritySoft
Select Customers
Berkshire Hathaway, The City of Dublin, Ohio, Ovation Brands, Clareon
Additional Features
- Online and offline access to data
- Quick and easy setup fully supported by ClaritySoft specialists
- Seamless integration with MS Outlook, Gmail and QuickBooks
- Affordable
- Free lifetime support provided by ClaritySoft employees
- Easy and intuitive navigation
- Custom fields
- User profiles
- Access rights
- Data is maintained in your own private database
- Manages accounts, contacts, leads, dashboards and more
- Mass email with analytics lets you view open rates
SAP Cloud for Sales
Select Customers
Bentley Systems, BOA Group, Proseed,
Rieber
Additional Features
- Marketing resource and brand management
- Campaign management
- Segmentation and list management
- Real-time offer management
- Loyalty management
- E-marketing
- Collaboration tools to manage communication
- Ecommerce
- Interaction center
- Partner channel management
- Interaction center
- E-service
- Web channel analytics
- Increase sales and extend market reach
- Drive customer loyalty and demand through targeted, personalized e-marketing campaigns
PipelineDeals CRM
Select Customers
The Shearwater Group Inc, Concentra, Cloops, Group ISO
Additional Features
- Sales dashboard displays visual pipeline metrics
- Real-time deal status updates
- Deal management
- Contact and lead management
- Customizable activity tracking and notifications
- Accessible from any mobile device
- Import data from Outlook, Google, vCards, Excel and other CRM systems
- Customizable data filtering
- Collaboration tools
- Set and track sales goals
- Integrates with Google Apps, MailChimp, Outlook, VipeCloud, Zapier and more
SalesNexus
Select Customers
Better Business Bureau, Community Coffee, LoanDepot
Additional Features
- CRM and email Marketing in one system for sales teams
- Select 500 prospect contacts each month at no charge via LeadFerret.com, including email addresses
- Capture leads from your website
- Marketing automation to create ongoing multi-step campaigns and activate them automatically based on activity, lack of activity, etc
- Integrate with virtually anything using our robust API
- Click-to-call using RingCentral or 3CX
Top 40 CRM Software Comparison
Prophet CRM
Select Customers
AT&T, Bank of Hawaii, Century 21, Cisco, Dell, Fujitsu, Gateway
Additional Features
- Centralize contact management
- Sales opportunity tracking
- Flexible, customizable reports
- Prophet SyncAcross and DupeDetector
- On-premise or cloud deployment on demand
- Scalable CRM in Outlook
- Advanced user permissions
- Sales automation/workflows
- Generate quotes in Excel
- Share customer communication
GoldMine CRM
Select Customers
Air Animal Pet Movers, TE Financial, Electrolab, WW Cannon
Additional Features
- All modules for marketing, sales, customer service and management
- Concurrent and shared licensing
- Easy setup by end user or with help from over 100 national certified consultants
- Automated processes for workflow
- Real-time drill down dashboards
- Links to Word, Excel and Adobe
- Outlook client add-in
- Auto-linking of sent and received emails
- Faster access than browser-based apps
- Integrates with ConstantContact
- Web access with iGoldMine add-on
- Mobile access
MaximizerCRM
Select Customers
Rolex, Radisson, Nestle, Hallmark, BBC, EMI, HSBC, Siemens
Additional Features
- Account and contact management
- Sales force automation, opportunity management and sales forecasting
- Marketing automation and email marketing
- Case management, customer self-service, knowledge base and computer telephony integration
- Reports, dashboards and custom reporting
- Add-ons available for process automation and business activity reporting
- Customization
- Audit changes
- Role-based access and permissions
- Integration with Microsoft Office and Outlook
Infusionsoft
Select Customers
All About Spelling, Hear and Play, Trainz.com, Just A Minute LLC
Additional Features
- Sales activities
- Lead qualification and distribution
- Sales and conversion reports
- Opportunity and pipeline management
- Web forms
- Customer segmentation
- Calendar
- Auto responders
- Social media
- Behavioral triggers
- Multimedia marketing
- Storefront and shopping cart
- Electronic order forms
- Payment plans
- Product management
- Workflow automation discounts, upsells and trials
Act! Premium
Select Customers
American Health Insurance, Amerifund, Buelow Financial Group
Additional Features
- Store contact information and other related details in a central database
- Track all calendar events like calls, to-dos and meetings
- Team calendar view
- Create, send and track campaigns
- Easy-to-use marketing tools
- Design email templates
- Group dashboards and reports
- Use tools like Office, Outlook, Google, Dropbox and LinkedIn directly within Act!
- Video training and expert support included in Premium SaaS edition
Top 40 CRM Software Comparison
InfoFlo
Select Customers
Alliant Capital LLC, FHD Inc, Pinpoint Profiles LLC
Additional Features
- Manage all customer information from one easy-to-use interface
- Track and automatically link contact information back to the correct contact
- Custom fields
- Relationship management
- Collaboration and sharing tools
- Leads and opportunities management
- Database search function
- Notes management
- Document archiving
- Email management
- Import contacts from Outlook
- Built-in softphone
- Recording management
- Social media integration
Pipedrive
Select Customers
The Brigade Inc, Subledger, Iterable
Additional Features
- Intuitive pipeline view
- Reporting filters
- Admins can configure objectives, companies and contacts, products, deals, etc.
- Automatic follow-up functionality
- Track reasons for winning/losing a sale
- Role-based permissions
- Distribute problems and solutions to entire team with minimal clicks
- Carry-forward for maximized learning
- Two-way Google Calendar integration
- Automatic email integration
- Easy import from Google, Excel and Highrise enables same-day Pipedrive system setup
Campaigner CRM
Select Customers
John Hancock Financial, Northpak Container, Aethon, MSA
Additional Features
- Create emails
- 500+ email templates
- Add own text and images
- No previous knowledge needed
- Smart email builder
- Customize entire email
- Automatically formats content
- Resize and edit images
- Personalize emails
- Automatically add customer’s name
- Target specific customers
- Tracking and results
- Track total emails sent
- Track total emails opened
- Measure results
- Report statistics
Highrise CRM
Select Customers
Cubit Planning, Lead Graffiti, Wood Holmes, Problem, Adverplans Inc
Additional Features
- View and track each contact on his or her own page
- Robust task management
- Easily track deals, proposals and leads
- Simple permissions tools
- Add contacts in seconds
- Tracks emails, conversations and tasks
- Latest activity screen view
- Customizable
- Cases helps you keep related notes, files, images and people together in one location
- Collaboration tools
Oncontact CRM 7
Select Customers
Prudential, Protective, CBC, Carfax, Biotek
Additional Features
- 360-degree CRM view
- Improve sales efficiency
- Marketing automation
- Streamline customer service
- Links to social networks
- Powerful analytics
- Microsoft Outlook integration
- Mobile
- Rich internet application
- User preferences
- Customizable
- Provides central location where all departments of your company can share necessary information to collaborate and provide detailed communication with customers
Top 40 CRM Software Comparison
Oracle CRM On Demand
Select Customers
Alphawest, Equifax, NKK Switches, Verigy
Additional Features
- Account management
- Agreement management
- Audit trail
- Billing management
- Call center optimization
- Credit management
- Customer acquisition
- Customer and partner applications
- Customer retention
- Equipment and infrastructure
- Fraud management
- Order configuration and management
- Pricing management
- Third-party and legacy Integration
- Trouble ticket and service request
- Management upselling and cross-selling
- Usage, billing and service details
- Full customization
BlueCamroo
Select Customers
Contact vendor for case studies
Additional Features
- Integration services
- Tools to increase customer capability and service by enabling customers to discover the answers they need quickly
- Consistent UI
- Customer and account data
- Management tools
- Knowledgebase provides documentation, product briefs, answers to FAQs and more
- Access to downloadables
- Ticket tracking
- Live chat with support representatives
- Mobile support
- Community building
- Customer satisfaction measurement
- Business intelligence
LeadMaster
Select Customers
BIO-key International, Channel Tools, Nebraska Christian College, Compaq
Additional Features
- Email and drip marketing
- Lead nurturing
- Market segmentation
- ROI analysis
- Activity tracking
- Opportunity management
- Lead management
- Synchronizing sales data
- Analytics and forecasting
- Mobile CRM
- Outlook integration
- Modules for everything from contact management and task automation to lead development, marketing automation and analytic reporting
Pipeliner CRM
Select Customers
Hunt Big Sales, Tensator, Quest RMG, Juniper Systems, Tiger Coatings
Additional Features
- Business intelligence
- Contact management
- Create pre-formatted and custom reports
- Create, measure and gauge deals
- Complete archive of all deals won and lost
- Lead generation and management
- Opportunity tracking
- Calendar integrates with Google and Outlook calendars
- Manage calls, emails, social interactions, tasks, appointments and reminders
- Social selling activities
- Integrates with popular tools like Office Dropbox, MailChimp, Google, Marketo, HubSpot and more
Nutshell
Select Customers
Contact vendor for case studies
Additional Features
- Track calls, email and meetings
- Automatically import emails via Google Apps or IMAP
- Real-time event feed and detailed reports
- Track leads and sales
- Manage all contact details
- iPhone and Android apps can show reports on company health
- Create, search and edit contact information
- Team collaboration tools
- Email and mobile notifications
- Integrates with Google Apps, MailChimp, Zapier, Zendesk and more
Top 40 CRM Software Comparison
Aptean Pivotal CRM
Select Customers
Canon, SunTrust, Verizon Wireless, VMWare, TD Bank
Additional Features
- Customizes data model, user interface and business processes
- Leverages metadata- driven architecture
- Access to a library of
- industry applications in areas such as finances, real estate, manufacturing and health care
- Integration with Microsoft Office, Outlook and SharePoint
- Stores relevant information in a single database
- Gains deeper insight into business activities and customers
- Integrates with back-office and enterprise systems
Salesnet CRM
Select Customers
Sovereign Bank, ITSM Academy, Namasco, Valley Bakers
Additional Features
- Adapt and create modules and workflows that optimize organization’s everyday processes
- Easy sync for Microsoft Outlooks users
- Optimized for the rise of mobile
- Sort existing customers and qualified prospects with user-friendly lead management tools
- Executives and marketing managers can create easy-to-monitor campaigns and analyze them
- Highly capable import wizard makes the importation and migration of data completely painless
WORK[etc]
Select Customers
Contact vendor for case studies
Additional Features
- Includes CRM, project management, invoicing, help desk and more
- Capture sales leads from web forms, mobile devices and email
- Complete history of all customer interactions
- Email templates
- Email marketing campaigns
- Customer lifecycle management
- Lead management and sales pipeline
- Contact management
- Sync contacts from Google Accounts and Outlook, between coworkers and across devices
- Open API
Soffront CRM
Select Customers
Boeing, Genzyme, Minnesota Secretary of State, SAIC
Additional Features
- Sales automation helps forecast better and manage opportunities effectively
- Customer support helps manage customer support tickets from submission to resolution
- CRM portal opens the door to customers, employees and partners for ticket management, self-service, Q&A and document management
- Project management ensures service and delivery excellence
- Marketing automation
- Employee support
- Back-office support
- Help desk software
- Project management and defect tracking
- Mobile CRM
- Outlook integration
- QuickBooks integration
SugarCRM
Select Customers
Avis, H&R Block, Coca-Cola Enterprise, AXA, BDO Seidman
Additional Features
- Opportunity management
- Contact management
- Account management
- Forecasting
- Quotes and contracts
- Dashboards
- Multi-channel campaigns
- Campaign wizard
- Email marketing
- Web-to-lead forms
- Lead management
- Case management
- Inbound email
- Knowledge base
- Social media
- Email integration
- Online collaboration
- Document sharing
- Sales trends
- Case reports
- Customer profiles
Top 40 CRM Software Comparison
bpm’online sales
Select Customers
Heineken, Bayer, Allianz, Heinz, Pelco by Schneider Electric
Additional Features
- Business process and workflow management
- Account and contact management
- Sales force automation
- Lead management
- Contact center with multi-channel support
- Social media integration
- Sales pipeline management
- Service management
- Project management
- Time management
- Marketing management
- Dashboards, analytics and reporting
- Role-based security
- Integration with Microsoft Office and Outlook
- Google integration
- Accounting integration
- Unlimited customization
Click HQ
Select Customers
eRecruit Solutions, United Brands, Rimes and Co, Kata Rocks
Additional Features
- Capture leads from forms
- Account management
- Lead and sales management
- Portal for online ordering
- Document templates
- Email templates
- Product catalogue
- Tariffs and pricing
- Invoicing
- Account ledgers, credit notes and payments
- Business process management
- Campaign management, telesales and email marketing
- Report builder
- Internal collaboration
- Social integration
- Outlook integration
- Sage integration
- API supported
Workbooks CRM
Select Customers
Pitmans LLP, CRCC Asia, EST Marketing, Taopix Ltd, Caspian Media
Additional Features
- Sales force automation, pipeline and forecasting tools
- Marketing automation
- Google Analytics and Adwords integration
- Google Apps integration
- Integrates with MailChimp and other email marketing platforms
- Sales order and supplier order management
- Contract management
- Customer service and support case management
- Invoicing and collection
- Integrates with Sage, Quickbooks and other accounting tools
- MS Outlook integration
- Powerful automation engine
- Open API
Zoho CRM
Select Customers
Affordable Housing Alliance, JetHub, MicroLOGIX, T3 Direct
Additional Features
- Automate pipeline for lead generation, qualification and conversion
- Custom web forms
- Auto-assign leads with custom rules
- Centralize accounts, related contacts, opportunities, etc.
- Follow up on sales activities
- Forecast sales
- Opportunity management
- Email integration
- Mail merge
- Social CRM
- Google Apps integration
- API and custom apps
- Permission-based security
- Campaign planning
- Execute email marketing
- Measure marketing performance
Nimble
Select Customers
Skyline Boston, SociaLink, Viwo Inc
Additional Features
- Contact management
- Unified communications
- Activity management
- Social media monitoring
- Sales and marketing
- Third-party integrations
- Aims to unify all the disparate data and communication methods that businesses used to track contacts, leads, calendars and events
- Facilitates collaboration and communication between team members, prospects, clients and contacts
- Brings together email, activities, social networks and marketing and sales tools into one solution accessible from anywhere
Why isn’t there Oracle Sales Cloud CRM on here?
https://www.OnepageCRM.com is bigger than some of those and also worth including.
Great list though thank you.
vtiger is also an excellent Enterprise-class option.
Great software comparison list. I’ve been using Apptivo for customer management. It is pretty good choice. My business necessity fully satisfied with this app.