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16 Best CRM for Desktop Computers 2024

Corporate solutions for client management



Staying organized and maintaining strong customer relationships are pivotal to success in the fast-paced business world. Customer Relationship Management (CRM) software has become crucial for efficiently achieving these goals. A study shows that over 76 percent of customers now expect personalized service over generic support. This means that businesses must leverage seamless communication tools.

As we approach 2024, the market is filled with many CRM solutions designed for desktop computers. Whether you prefer Windows or use a different operating system, a CRM system is available to cater to your requirements.

From sleek, user-friendly interfaces to powerful, feature-rich platforms, the 16 best CRM solutions for desktop computers in 2024 promise to revolutionize how businesses interact with customers, streamline operations, and drive sales.

This introduction will guide you through the top picks, helping you find the perfect desktop CRM software to elevate your customer management strategy.

Our top three choices are the following:

1. CostaRicaCRM (Best Overall CRM)
2. HoneyBook (Best for Small Businesses)
3. Pipedrive (Best for Project Management)

1. CostaRicaCRM (Best Overall CRM)

CostaRicaCRM is a comprehensive Customer Relationship Management tool tailored for businesses of all sizes. It seamlessly combines sales, marketing, and customer service functions into a unified platform, offering a complete view of the customer journey.

Originating in San Jose, Costa Rica, this prominent CRM provider has delivered exceptional solutions since 2010. Geared towards small to medium teams, CostaRicaCRM provides a range of customizable features. Its user-friendly interface reduces navigation time, empowering sales teams to concentrate on cultivating essential client relationships.

This intuitive platform leverages vTiger CRM to provide specialized features for construction companies. From customer relationship management to sales monitoring and performance analysis, CostaRicaCRM is well-equipped to assist businesses. With a focus on mobile user experience and adaptability, CostaRicaCRM optimizes workflows and improves client relationship management for desktop users across various industries.

Unique Features:

  • Advanced AI for customer behavior predictions.
  • Multi-language support for global businesses.

Strong Sides: The platform provides a 360-degree view of customer interactions, enabling businesses to make data-driven decisions and foster long-lasting customer relationships.

Features:

  • Centralized customer data management
  • Automated marketing campaigns
  • Sales forecasting and analytics
  • Advanced customer service ticketing system

Uses in Businesses:

  • Enhances customer engagement through personalized marketing.
  • Streamlines sales processes with automated pipelines.
  • Improves customer support with efficient ticketing and response systems.

Advantages:

  • A comprehensive suite of tools in one platform.
  • Highly customizable to fit any business model.
  • Intuitive user interface reducing the learning curve.

Disadvantages:

  • It can be expensive for small businesses.
  • Overwhelming features for businesses with simple needs.

Pricing: CostaRicaCRM provides a tiered pricing structure tailored to suit various business sizes and requirements. For more information on their services, email info@CostaRicaCRM.com.

2. HoneyBook

HoneyBook is a comprehensive client platform tailored for independent business owners. Apart from fundamental CRM functions like sales pipeline oversight, It doubles as an end-to-end client management solution for handling invoices, proposals, contracts, scheduling, and more. It is priced between $16 and $66 monthly (billed annually) and comes with a 50% discount and a money-back guarantee.

This tool is user-friendly, intuitive, and ideal for small businesses and solo entrepreneurs. Due to its intelligent small business management features, it mainly caters to creative professionals like graphic designers, photographers, and artists.

Established in 2013 in the US,  HoneyBook has consistently provided an all-in-one solution for managing small businesses, from client management to accounting. With its easy-to-use interface and range of features, this desktop CRM software increases productivity by automating administrative tasks and streamlining client communications.

Unique Features:

  • Automated workflows for faster project completion.
  • Intuitive payment processing system.

Strong Sides: HoneyBook’s all-in-one platform streamlines client management and administrative tasks, making it the perfect choice for busy entrepreneurs.

Features:

  • Automated project management tools
  • Client communication tracking
  • Invoicing and payment processing
  • Customizable templates for proposals and contracts

Uses in Businesses:

  • Improves efficiency by automating administrative tasks.
  • Increases client engagement and satisfaction through streamlined communication.
  • Facilitates payment processing for faster transactions.

Advantages:

  • All-in-one platform for managing various aspects of small businesses.
  • Intuitive interface with customizable templates for a personalized experience.

Disadvantages:

  • Limited features compared to other CRM solutions designed for larger businesses.
  • May not be suitable for businesses with complex needs.

Pricing: HoneyBook offers a free trial and three pricing plans based on the number of clients managed. The plans range from $16 to $66 per month (billed annually). For more information, visit their website or contact sales@honeybook.com.

3. Pipedrive

Pipedrive, a versatile and user-friendly CRM designed for sales teams of any size, aims to empower small businesses to maximize their sales efficiency. Users are reported to experience a 28 percent increase in successful deals after their first year of utilizing Pipedrive CRM.

Similar to other leading CRM platforms, Pipedrive offers workflow automation functionalities enabling the execution of intricate actions based on dynamic triggers and conditions. Taking it a step further, Pipedrive introduces an AI-powered sales mentor who is a sales assistant, furnishing pertinent insights and recommendations to enhance workflows.

Headquartered in New York, Pipedrive stands out as one of the highest-rated CRM solutions for small businesses on renowned review platforms like G2, Trustpilot, and Capterra, with affordability being a key highlight. Numerous customers laud Pipedrive for its user-friendly interface and customization options, making it a top choice in the CRM landscape.

Unique Features:

  • AI-powered sales mentor for valuable insights and recommendations.
  • Automated workflow actions based on dynamic triggers and conditions.

Strong Sides: Pipedrive provides an easy-to-use platform that streamlines sales processes, ultimately increasing revenue. Its affordability makes it a popular choice among small businesses.

Features:

  • Customizable pipelines for tracking deals.
  • Contact and deal management.
  • Sales forecasting and reporting.

Uses in Businesses:

  • Improves sales efficiency through automated workflows and valuable insights from the AI-powered mentor.
  • Enables data-driven decision-making with advanced analytics and reports.

Advantages:

  • Enjoy a user-friendly interface with customizable options tailored for a personalized experience.
  • Access affordable pricing plans designed for small businesses.
  • Effortlessly track all calls and emails, with reminders set for scheduled dates and times.

Disadvantages:

  • Lower-priced plans have limited features
  • Requires Zapier connection for most integrations; adding another subscription cost
  • Reporting and automation functionalities are somewhat limited

Pricing:

  • Essential Plan: $9.90 per month (per user)
  • Advanced Plan: $19.90 per user/month
  • Professional Plan: $39.90 per user/month
  • Enterprise Plan: $59.90 per user/month

4. Odoo

Odoo is a comprehensive suite of business management software tools including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management. It’s designed to accommodate the needs of businesses of all sizes, from small startups to large enterprises. Odoo’s modular structure allows businesses to start with a few applications and add more as their needs evolve. This flexibility makes it a unique and powerful tool for business process management.

Odoo CRM is a part of the Odoo suite that focuses on enhancing customer relationships, streamlining sales processes, and boosting sales performance by providing a centralized platform for managing leads, tasks, opportunities, and customer interactions.

Founded in 2005 by Fabien Pinckaers, Odoo is headquartered in Grand-Rosière, Belgium, and has offices worldwide. The company aims to provide an all-in-one software solution that is comprehensive yet simple to use, helping businesses grow more efficiently.

Unique Features:

  • Modular system allows businesses to start small and add functionalities as needed.
  • The open-source nature encourages a community-driven approach to new features and improvements.

Strong Sides: Odoo CRM stands out for its adaptability and scalability, supporting businesses as they grow. Its integration within the Odoo ecosystem allows for seamless management across all business operations, providing a unified solution that can significantly reduce data silos and improve operational efficiency.

Features:

  • Lead and opportunity management.
  • Email integration and marketing.
  • Customizable dashboards and reports.
  • Automation of sales activities.

Uses in Businesses:

  • Centralizes customer data for improved communication and service.
  • Automates and optimizes sales processes to increase efficiency and reduce manual work.
  • Enhances lead tracking and management to improve conversion rates.

Advantages:

  • Highly customizable to fit unique business needs.
  • Extensive integration capabilities with other Odoo apps or third-party systems.
  • Open-source software with a large, active community for support and development.

Disadvantages:

  • The complexity of the platform may require a steeper learning curve for some users.
  • Customization and integration can lead to additional costs.

Pricing: The CRM application is offered free for unlimited users. Access to premium apps starts at $24 per user/month, billed annually, and varies according to the apps selected.

5. Bitrix24

Bitrix24 is a popular CRM platform designed for small to medium-sized businesses. Bitrix24 offers project management, team collaboration, communication tools, and traditional customer relationship management features.

One of the unique aspects of Bitrix24 is its ability to offer both cloud-based and self-hosted options. This gives users the flexibility to choose how they want to access and manage their data, making it a preferred choice for businesses with specific hosting preferences or security requirements.

Founded in 2012 by Sergey Rizhikov, Bitrix24 is headquartered in Alexandria, Virginia, USA. With over 9 million users worldwide and multiple awards for its functionality and user-friendliness, Bitrix24 has established itself as a leading CRM platform.

Unique Features:

  • Offers both cloud and self-hosted options for data management.
  • Integrated project management, communication, and collaboration tools.

Strong Sides: Bitrix24 is praised for its extensive features, including comprehensive CRM functionality, project management, team collaboration, and communication tools. Its flexibility in data hosting also sets it apart from other CRMs in the market.

Features:

  • Contact, lead, and pipeline management.
  • Email marketing and automation.
  • Team collaboration and communication tools.

Uses in Businesses:

  • Centralizes customer information for improved communication and service delivery.
  • Automates sales processes to increase efficiency and save time.
  • Facilitates team collaboration for better project management and task allocation.

Advantages:

  • Offers a free plan for up to 12 users with basic CRM features.
  • Affordable pricing plans for businesses of all sizes.
  • The self-hosted option provides added security and control over data.

Disadvantages:

  • Advanced features like email marketing automation and integration with external apps are only available in higher-tier pricing plans. 
  • Some users may find the interface overwhelming due to the many features.

Pricing: Bitrix24 presents four subscription options: Free, Basic, Standard, and Professional. These plans are team-based rather than per-user, making the platform more cost-effective than other CRM solutions. Payment can be made monthly, yet an annual payment grants a 20% discount, while a two-year subscription purchase offers a 31% discount.

6. SugarCRM

SugarCRM is a customer relationship management platform offering many features to help businesses manage and improve customer relationships. It provides sales, marketing, and service teams with tools to collaborate and deliver exceptional customer experiences.

SugarCRM simplifies tasks for marketing, sales, and service users. Sugar Sell offers a flexible sales force automation solution for growing organizations in the cloud or on-premises (Sugar Enterprise). It leverages Sugar’s unique time-aware, predictive customer experience platform. With AI and forecasting tools built-in, Sugar Sell empowers sales teams to automate processes, speed up operations, and anticipate future trends, eliminating the need for expensive third-party tools.

The platform was founded in 2004 by Clint Oram, Jacob Taylor, and John Roberts and is headquartered in Cupertino, California, USA. With over 45,000 customers and numerous awards for its features and performance, SugarCRM has established itself as a leading CRM solution.

Unique Features:

  • Customizable dashboards that allow users to view their preferred data.
  • Advanced reporting and forecasting capabilities for sales teams.

Strong Sides: SugarCRM is praised for its highly customizable interface, allowing businesses to tailor the platform to their needs. The advanced reporting and forecasting features also make it a preferred choice for sales teams looking to track and analyze performance.

Features:

  • Lead, contact, and opportunity management.
  • Marketing automation and campaign management.
  • Customer service ticketing system.

Uses in Businesses:

  • Improves communication between different teams involved in the customer journey. 
  • Provides insights and data for sales forecasting and decision-making.
  • Automates marketing processes to increase efficiency and lead conversion rates.

Advantages:

  • Highly customizable interface to fit unique business needs.
  • Advanced reporting and forecasting capabilities help businesses make data-driven decisions.
  • Offers a mobile app for remote access and management of customer relationships.

Disadvantages:

  • The pricing structure may not be suitable for small businesses with limited budgets.
  • Some users have reported issues with customer support and difficulty setting up the platform.

Pricing: SugarCRM offers three subscription options: Sugar Sell, Sugar Market, and Sugar Serve. These plans can be purchased annually or monthly, with discounts for yearly payments.

7. Freshsales

Freshsales CRM, part of the renowned Freshworks software suite, stands out as a top-rated sales automation tool. By harnessing AI-driven chatbots, web forms, and website tracking, Freshsales empowers sales teams to uncover new business prospects efficiently.

This platform’s intelligent workflow streamlines repetitive tasks that sales professionals encounter daily. From lead follow-ups to email correspondence, invoicing, lead updates, and more, Freshsales simplifies it. Its user-friendly workflow creation interface with drag-and-drop functionality ensures a smooth learning curve. Additionally, a plethora of workflow templates are available, enhancing productivity.

Beyond workflow automation, Freshsales boasts many features and applications, such as customizable quotes and invoices, sales projections, detailed reports, product listings, and territory management tools. While part of the broader Freshworks suite, Freshsales has cemented its position as a premier CRM solution for small businesses.

Unique Features:

  • AI-driven chatbot for lead generation and qualification.
  • Advanced workflow automation and customizable templates.

Strong Sides: Freshsales is known for its intuitive user interface, making it easy to learn and use. Its advanced AI features for lead generation and workflow automation also make it a popular choice among businesses looking to streamline their sales processes.

Features:

  • Lead and contact management.
  • Email and phone integration for seamless communication.
  • Sales forecasting and territory management.

Uses in Businesses:

  • Increases sales team productivity with automated workflows.
  • Provides real-time insights and data on leads, contacts, and sales performance.
  • Personalizes customer interactions through AI-driven chatbots.

Advantages:

  • Offers a user-friendly interface with drag-and-drop workflow creation.
  • Advanced AI features for lead generation and workflow automation.
  • Highly customizable templates and tools for sales forecasting and territory management.

Disadvantages:

  • Limited customization options compared to other CRM solutions.
  • The pricing structure may not be suitable for small businesses on a budget.

Pricing: Freshsales has a free plan for small teams and offers three paid plans: Growth, Pro, and Enterprise. These plans can be purchased monthly or annually, with a discount for annual payments. Additionally, Freshsales also offers add-ons for purchase to enhance the platform’s features.

8. Method CRM

Method CRM is a cloud-based, customizable CRM solution designed for small businesses. The platform offers a user-friendly interface and integrates with popular accounting software like QuickBooks, allowing users to manage sales and financial information in one place.

One unique feature of Method CRM is its ability to create custom fields within the platform. This allows businesses to tailor the system to their needs, making it a popular choice for companies with unique processes or industries. It also offers advanced reporting and analytics capabilities, giving businesses valuable insights into their sales performance.

Method CRM also offers a mobile app, allowing users to access and manage customer relationships. Its affordable pricing makes it an attractive option for small businesses seeking a customizable and scalable CRM solution.

Unique Features:

  • Customizable fields and workflows for tailored use.
  • Integrations with popular accounting software.

Strong Sides: Method CRM is praised for its highly customizable features, making it a preferred choice for businesses with unique processes or industries. Its integration with accounting software also streamlines sales and financial information data management.

Features:

  • Contact and lead management.
  • Invoicing and payment processing.
  • Mobile app for remote access and management.

Uses in Businesses:

  • It helps businesses streamline their sales and financial data management process.
  • Provides valuable insights through advanced reporting and analytics.
  • Improves communication between different teams involved in the customer journey.

Advantages:

  • Highly customizable interface to fit unique business needs.
  • Integrates with popular accounting software for efficient data management.
  • Affordable pricing plans are suitable for small businesses.

Disadvantages:

  • Limited customer support options compared to other CRM solutions.
  • Some users have reported glitches and bugs within the platform.

Pricing: Method CRM offers three subscription options: Essentials, Pro, and Premier. These plans can be purchased monthly or annually, with a discount for annual payments. Method CRM also offers add-ons for purchase to enhance the platform’s features. Overall, its pricing is competitive and affordable for small businesses.

9. Monday Sales CRM

Monday Sales CRM empowers business owners and teams to efficiently oversee their sales processes and customer information within a unified platform. Leveraging the monday.com Work OS foundation, this system grants sales teams full command over their sales pipelines, facilitating contact and account management while streamlining post-sales operations and sales support. Tailored to cater to small-to-medium-sized businesses, this CRM solution enables the creation of customizable no-code dashboards for swift access to comprehensive insights.

Consolidating various sales apps and tools into Monday Sales CRM accelerates tasks, boosting productivity. Integration with email apps streamlines communication, enabling users to customize templates and auto-archive emails, saving time. Additionally, the CRM automates repetitive tasks for better deal closures, assigning leads, and setting reminders. Instant notifications prompt timely responses and smooth workflows by informing users of lead interactions.

Unique Features:

  • Customizable dashboards for quick and comprehensive insights.
  • Integration with email apps for efficient communication.
  • Automation of repetitive tasks for better deal closures.

Strong Sides: Monday Sales CRM’s Work OS foundation gives its users complete control over their sales pipelines, making it a popular choice among businesses looking to streamline their sales processes. Its no-code dashboard feature and integration with email apps also enhance productivity and communication.

Features:

  • Contact and account management.
  • Automation of tasks for streamlined workflows.
  • Customizable dashboards for comprehensive insights.

Uses in Businesses:

  • Facilitates efficient sales processes through automation and workflow organization.
  • Provides real-time insights on contacts, accounts, and sales performance.
  • Improves communication and collaboration between sales team members.

Advantages:

  • Customizable dashboards for tailored insights.
  • Efficient automation of tasks for streamlined workflows.
  • Integration with email apps enhances communication and productivity.

Disadvantages:

  • Limited customer support options compared to other CRM solutions.
  • Some users may find the interface overwhelming due to its plethora of features.

Pricing: Monday Sales CRM offers four pricing plans: Basic, Standard, Pro, and Enterprise. These plans can be purchased monthly or annually, with a discount for annual payments. Additionally, monday.com also offers add-ons for purchase to enhance the platform’s features. Its pricing is competitive and suitable for small-to-medium-sized businesses.

10. VipeCloud

VipeCloud is an all-in-one sales and marketing CRM designed to streamline and simplify the workflows of small to medium-sized businesses. By combining email marketing, social media management, and customer relationship management in a single platform, VipeCloud provides businesses with the tools necessary to enhance their outreach and improve customer engagement.

VipeCloud, headquartered in the United States, has served small to medium-sized businesses across various industries since its inception. The company prides itself on delivering a robust and user-friendly platform that supports businesses in their growth and customer engagement strategies.

Unique Features:

  • Unified sales and marketing CRM that eliminates the need for separate tools for email campaigns, social media management, and customer relationship management.
  • Seamless integration with popular business apps to enhance productivity and streamline operations.

Strong Sides:

VipeCloud stands out for its ability to consolidate multiple functionalities into a single, cohesive platform, simplifying the management of sales and marketing activities. Its focus on automation and integration facilitates a more connected and efficient approach to business workflows, making it a valuable asset for growing businesses aiming to optimize their sales and marketing strategies.

Features:

  • Sales automation that streamlines lead generation and follow-ups.
  • Integrated email marketing for personalized mass communications.
  • Social media management tools for consistent online presence and engagement.
  • Document storage and sharing for easy access to marketing materials and sales documents.
  • Analytics and reporting for insights into marketing and sales performance.

Uses in Businesses:

  • Enables businesses to automate repetitive sales tasks, improving efficiency.
  • Helps in managing customer interactions across multiple channels from a single platform.
  • Assists in tracking marketing and sales performance to make data-driven decisions.

Advantages:

  • Provides a comprehensive suite of sales and marketing tools on one platform, reducing the need for multiple software solutions.
  • Enhances customer engagement through personalized marketing campaigns and social media interactions.
  • Offers powerful analytics for informed decision-making about sales strategies and marketing efforts.

Disadvantages:

  • May have a steeper learning curve for users unfamiliar with sales and marketing automation tools.
  • Some businesses may find the full suite of features more than they need, leading to underutilization.

Pricing:

VipeCloud offers several pricing tiers, catering to the needs and budgets of different businesses. These include the Starter, Small Business, and Enterprise plans, with monthly and annual billing options available. Each tier offers an increasing range of features and capabilities, with the Enterprise plan providing the most comprehensive support and customization options.

11. Maximizer CRM

Maximizer CRM stands out as a robust solution tailored specifically for sales. We recognize the distinctive hurdles encountered by sales managers and teams. Our platform offers a revolutionary alternative to intricate CRM systems and unwieldy spreadsheets, ensuring streamlined sales activity management. Leveraging Maximizer’s comprehensive analytics, you can effortlessly monitor progress toward revenue targets, track activities efficiently, and evaluate team performance – all through a centralized hub.

Widely favored among businesses seeking to enhance sales processes and boost revenue, Maximizer CRM boasts an intuitive interface and powerful functionalities. Maximizer empowers users to make informed decisions that align with their business objectives by simplifying sales tasks, monitoring advancements, and leveraging data-driven insights.

Strong Sides:

  • Dedicated solution for sales management, tailored specifically to the needs of sales teams.
  • User-friendly interface that simplifies the management of sales activities and performance tracking.
  • Comprehensive analytics for informed decision-making based on real-time data.

Features:

  • Contact management for organizing and managing customer information.
  • Opportunity management for tracking leads, deals, and sales pipelines.
  • Sales forecasting to predict future revenue based on current performance.
  • Marketing automation to streamline lead generation and nurture campaigns.
  • Mobile app for on-the-go access to CRM features and data.

Uses in Businesses:

  • It helps businesses streamline sales processes and improve efficiency.
  • Enables teams to collaborate and track progress toward revenue goals.
  • Provides valuable insights through analytics for informed decision-making.

Advantages:

  • Tailored specifically for sales management, making it a more focused and efficient CRM solution.
  • User-friendly interface for easy adoption and minimal training time.
  • Comprehensive analytics for data-driven decision-making and performance tracking.

Disadvantages:

  • It does not offer as many advanced features as other CRMs that serve multiple functions.
  • It may require customization or integration with other tools for specific business needs.

Pricing:

Maximizer plan prices start at $65/user/ month. They have Base Edition and Sales Leader Edition, with monthly and annual payment options. Each plan includes features to support the sales process, with additional add-ons available for customization and enhanced capabilities.

12. Nextiva CRM

Nextiva CRM, a cloud-based customer relationship management solution, is dedicated to helping businesses establish robust and enduring customer connections. It provides a comprehensive range of sales, marketing, customer service, and analytics tools to enhance every facet of customer interaction. Nextiva underscores effective communication in achieving business success by integrating voice and chat features into its platform.

Businesses find Nextiva’s CRM appealing because it consolidates all communication channels—phone, chat, and email—onto a single platform without third-party integrations. This streamlines workflows boosts sales and enhances customer service.

Nextiva boasts a robust automation engine that efficiently handles repetitive tasks, such as moving leads along the sales pipeline, responding to customer inquiries, and assigning cases to specific team members.

Headquartered in Scottsdale, Arizona, Nextiva has a nationwide presence with offices across the United States. Established in 2006, the company proudly serves over 100,000 satisfied customers.

Strong Sides:

  • A comprehensive suite of sales, marketing, customer service, and analytics tools on one platform for streamlined communication and customer engagement.
  • Emphasis on centralized communication with integrated voice and chat features.
  • Powerful automation engine

Unique Features:

  • Integrated voice and chat features for streamlined communication.
  • Automated workflows to handle repetitive tasks and improve efficiency.
  • Customizable dashboards for personalized data visualization.

Advantages:

  • Consolidating multiple communication channels onto one platform reduces the need for third-party integrations.
  • An efficient automation engine saves time on manual tasks and improves overall productivity.
  • Customizable dashboards allow for personalized data visualization and analysis.

Disadvantages:

  • Some businesses may find the pricing to be on the higher end compared to other CRM solutions.
  • The emphasis on communication features may overshadow other essential functionalities for certain businesses.

Pricing:

Nextiva offers three pricing tiers: Basic, Pro, and Enterprise, with monthly and annual billing options. Custom quotes are also available for businesses with unique needs. 

13. Creatio CRM

Creatio CRM provides customer relationship management applications, industry-specific workflows across 20 verticals, and various marketplace add-ons to streamline operational processes. Their products feature no-code tools and advanced capabilities aimed at helping organizations digitize workflows, elevate customer and employee experiences, and drive efficiency throughout all business departments. This empowers non-technical users to develop robust business applications effortlessly using the platform’s no-code UI builder and intuitive drag-and-drop visual design tools.

Founded in 2014 in Boston,  Massachusetts, Creatio has since become a leading provider of global low-code, process automation, and CRM software. With over 6,500 customers in more than 110 countries, they have quickly established themselves as a trusted and reliable solution for businesses of all sizes.

Strong Sides:

  • No-code tools and advanced capabilities make it easy for non-technical users to create customized business applications.
  • A wide range of industry-specific workflows and add-ons to streamline operational processes.
  • Intuitive drag-and-drop visual design tools for effortless application development.

Unique Features:

  • No-code UI builder for easy customization and development of business applications.
  • Advanced capabilities for automation, process management, and customer experience enhancement.
  • Industry-specific workflows to cater to the unique needs of different businesses.

Advantages:

  • The no-code tools and intuitive design make it accessible for non-technical users to develop business applications.
  • Industry-specific workflows and add-ons cater to the unique needs of different businesses, making it a versatile CRM solution.
  • Advanced capabilities for automation and process management drive efficiency throughout all business departments.

Disadvantages:

  • Some businesses may find the pricing to be on the higher end compared to other CRM solutions.
  • The customization and advanced capabilities may require more training and technical knowledge for optimal use.

Pricing:

Creatio offers three product lines with different pricing tiers. The basic support plan includes product maintenance and updates. The starting price for their plans is $25 per month per user.

14. Claritysoft CRM

Claritysoft CRM distinguishes itself in the CRM landscape with its intuitive interface and robust sales-oriented features. Geared towards streamlining intricate sales processes, Claritysoft offers tools to elevate customer relationship management, sales automation, and performance monitoring. Their CRM is highly configurable and can be tailored to meet the unique needs of different businesses.

Founded 2006 in the United States, Claritysoft has swiftly emerged as a prominent player in the CRM sector. It prides itself on developing resilient, user-friendly solutions. Its CRM strategy revolves around providing exceptional customer experiences and boosting sales efficiency.

Unique Features:

  • LiveChat integration for real-time customer engagement.
  • A comprehensive mobile CRM app that provides full access to CRM data and functionalities.

Strong Sides:

  • Claritysoft’s dedication to providing an intuitive CRM solution allows for quick adoption across sales teams, resulting in minimal disruption and maximum productivity.
  • Its robust sales and marketing tools make it a go-to choice for businesses to streamline their sales processes and foster customer relationships.

Features:

  • Contact Management
  • Lead Management
  • Email Marketing
  • Calendar and Task Management
  • Sales Automation
  • Customizable Reporting

Uses in Businesses:

Claritysoft is utilized by businesses to streamline sales workflows, improve customer engagement, and drive sales growth. Its features support a variety of sales scenarios, from lead capture to deal closure, making it an invaluable asset for sales teams seeking efficiency and productivity.

Advantages:

  • Intuitive interface that reduces the learning curve for new users.
  • Comprehensive sales and marketing tools that accommodate a full spectrum of CRM needs.
  • Strong customer support and resources to assist users.

Disadvantages:

  • Limited integrations with third-party applications, which could necessitate additional customization or manual data transfer for some businesses.
  • The focus on sales features might leave companies looking for more comprehensive marketing functionalities looking elsewhere.

Pricing:

Claritysoft offers a transparent and straightforward pricing model, with monthly plans starting from $39 per user. They provide a Basic, Professional, and Enterprise package, each designed to accommodate the varying needs of different organizations. Custom pricing is also available for larger teams or those requiring specific customizations.

15. SupplyMover

SupplyMover is a cloud-based CRM solution designed specifically for small businesses. It offers a user-friendly interface and industry-specific workflows to help enterprises to effectively manage their customer relationships and sales processes. Their CRM features a range of tools, including lead management, contact management, campaign tracking, and reporting.

Founded in 2017 in California, SupplyMover has quickly gained popularity among small businesses for its simple and affordable CRM solution. Their focus on meeting the specific needs of small companies sets them apart from other CRM providers in the market.

Unique Features:

  • Industry-specific workflows are designed to cater to the unique needs of different businesses.
  • Customizable dashboards to track key metrics and performance indicators.

Strong Sides:

  • Affordable pricing plans make it accessible for small businesses.
  • Easy to use interface requiring minimal training for new users.

Features:

  • Contact Management
  • Lead Management
  • Campaign Tracking
  • Customizable Reporting

Uses in Businesses:

SupplyMover is primarily utilized by small businesses to manage their customer relationships and streamline sales processes. Its industry-specific workflows allow companies to tailor the CRM to their needs, making it a valuable tool for small businesses in various industries.

Advantages:

  • Affordable pricing plans make it accessible for small businesses and startups.
  • Industry-specific workflows cater to the unique needs of different businesses, providing a customizable CRM solution.
  • Simple and intuitive interface requiring minimal training for new users.

Disadvantages:

  • Limited integrations with third-party applications may require additional manual tasks for some businesses.
  • The focus on small businesses may limit the scalability of the CRM for larger organizations.

Pricing:

SupplyMover offers three pricing plans, starting from $12 per monthly user. They also offer a free trial and a customizable Enterprise plan for companies with specific needs or larger teams. Their affordable pricing makes it an attractive option for small businesses looking for an easy-to-use CRM solution.

16. Mothernode CRM

Mothernode CRM is a versatile cloud-based solution tailored for businesses of all sizes, offering many features to streamline customer relationships, sales, marketing, and project management. The CRM facilitates third-party integrations and customizations to cater to diverse organizational needs.

Mothernode CRM enhances sales opportunities and boosts business closures by empowering you with premium sales and marketing tools. Access advanced capabilities typically found in high-end software, such as cutting-edge lead nurturing, lead capture forms, and more, to enhance customer retention and deal closures.

Established in 2009 and based in Texas, Mothernode has solidified its position as a dependable CRM provider for businesses of varying scales. Focusing on delivering sophisticated sales and marketing solutions, Mothernode stands out as the preferred option for companies aiming to enhance operational efficiency and drive growth.

Unique Features:

  • Advanced lead nurturing capabilities, including automation and scoring.
  • Project management features to track tasks and deadlines within the CRM system.

Strong Sides:

  • Highly customizable and adaptable to suit diverse business needs.
  • Comprehensive sales, marketing, and project management tools in one platform.

Features:

  • Lead Management
  • Contact Management
  • Email Marketing
  • Sales Automation
  • Customizable Reporting

Uses in Businesses:

Mothernode CRM is utilized by businesses of all sizes to streamline their customer relationships, enhance sales processes, and manage marketing efforts. The CRM’s flexibility and adaptability make it a valuable tool for businesses across various industries, from small startups to larger enterprises.

Advantages:

  • Highly customizable and adaptable to cater to diverse business needs.
  • Comprehensive sales, marketing, and project management tools in one platform save time and increase efficiency.
  • Advanced lead nurturing capabilities help improve customer retention and increase deal closures.

Disadvantages:

  • The extensive range of features may overwhelm small businesses with more straightforward needs.
  • The learning curve may be steeper than other CRM solutions, requiring more training and resources to utilize its capabilities fully.

Pricing:

Mothernode offers three pricing plans, starting from $49 per monthly user. They also offer a free trial and a custom Enterprise plan for companies with specific needs or larger teams. 

What is CRM Software?

CRM (Customer Relationship Management) software is a sophisticated tool designed to assist businesses in managing their interactions with current and potential clients more efficiently. This technology streamlines processes centralizes data, and integrates various customer-facing activities to foster stronger relationships and improve business outcomes. By utilizing CRM software, companies can consolidate client information into a single database, enabling easy access and analysis. This supports targeted marketing, efficient service delivery, and personalized customer experiences, leading to increased sales and customer loyalty.

CRM software stores contact information and improves the business-client relationship actively. It offers features like lead management, sales forecasting, and customer service tracking, which help businesses spot sales opportunities, refine marketing strategies, and predict customer needs. Moreover, client relationship manager software often provides analytical tools that offer insights into customer behaviors and preferences, supporting data-driven decision-making. By utilizing CRM software’s capabilities, businesses can better align their operations with customer requirements, boosting satisfaction and fostering growth.

These programs can be used on desktops, laptops, tablets, and mobile devices, allowing businesses to access information whenever required. Most CRM software solutions also offer cloud storage options, providing secure remote access to data and enhancing collaboration across departments and teams.

What are the Benefits of CRM Software?

The primary benefit of utilizing CRM software is the dramatic enhancement in customer relationships that it facilitates. By centralizing and organizing customer information, businesses can tailor their interactions to each client’s preferences and history, increasing customer satisfaction and loyalty. This personalized approach helps in converting more leads into sales, retaining customers, and promoting positive word-of-mouth. Additionally, CRM systems streamline internal processes by automating tasks and integrating various departments, which leads to improved efficiency and reduced operational costs. This also allows for better time management, freeing resources to focus on other essential tasks.

Another significant benefit of CRM software is its wealth of analytical tools. By tracking customer behaviors and interactions, businesses can gain valuable insights that help refine marketing strategies and detect potential issues before they arise. With this knowledge, companies can make informed decisions that improve customer experiences and drive business growth.

How important is CRM Software for Construction Industries?

CRM software for construction industries is critical in enhancing operational efficiency, improve customer relationships, and drive project success. Maintaining solid and responsive interactions with clients, vendors, and team members is paramount in the fast-paced, project-based construction world. CRM software facilitates this by centralizing all interactions and data, ensuring stakeholders can access the most up-to-date information.

Furthermore, CRM software for construction industries aid in tracking project progress, managing client expectations, and ensuring timely communication. This not only helps in meeting deadlines and budget constraints but also in identifying potential issues early, allowing for proactive problem-solving. The analytical tools CRM platforms provide enable construction companies to perform detailed project analysis, scrutinize customer feedback, and adapt strategies for continuous improvement. By leveraging the data-driven insights obtained from CRM software, construction companies can significantly enhance project outcomes, client satisfaction, and profitability.

What are things to consider in choosing CRM Software?

Choosing the right CRM software for your business involves considering several critical factors to ensure that the tool fits your current needs and has the scalability to grow with your company. Below are some key aspects to take into account:

  • Ease of Use: The CRM software should have an intuitive interface that requires minimal training for your team to get up to speed. User-friendly software enhances adoption rates and ensures that your team can leverage its full potential.
  • Customization: It is crucial to be able to customize the software to fit your business processes and workflows. This includes custom fields, reports, dashboards, and automation rules that fit your unique business needs.
  • Integration Capabilities: Check for the CRM’s ability to integrate with other tools and platforms your business uses, such as email marketing services, accounting software, and e-commerce platforms. Seamless integration ensures smooth workflows and improves efficiency.
  • Mobile Accessibility: Given the increasing reliance on smartphones for business, your CRM should offer a robust mobile version or app that allows your team to access and update customer data on the go.
  • Security Features: Ensure the software provides vital security measures to protect your customer data. This includes data encryption, regular backups, and user access controls.
  • Scalability: The CRM software should accommodate your business growth, allowing you to add more users, access more advanced features, or increase data storage without significant disruptions or migrations.
  • Support and Training: Reliable customer support and comprehensive training resources are essential to help your team effectively use the CRM software and troubleshoot any issues that may arise.
  • Pricing Structure: Evaluate the pricing structure carefully to ensure it aligns with your budget and the value it offers. Consider the upfront costs and any additional fees for integrations, data storage, or extra users.

What is the Best CRM Software for Desktop Computers?

Our top recommendation for the best CRM software for Desktop Computers is Costa Rica CRM.  This powerful and user-friendly platform offers advanced customization options, seamless integration with other tools, robust security features, and comprehensive support resources. It also has a one-time fee pricing structure, making it a more cost-effective option for businesses in the long run. Other popular CRM software options for desktop computers include Salesforce, Microsoft Dynamics 365, and Zoho CRM.

Depending on your needs, you may explore other CRM software, such as HoneyBook or HubSpot CRM. 

You may also check out the best free construction CRM software for your business.

Can CRM for Desktops be used on Mobile?

Yes, CRM for desktops can often be used on mobile devices through dedicated mobile apps or mobile-responsive web interfaces. Many CRM providers recognize the importance of mobile access in today’s business environment, offering solutions enabling users to access vital CRM functions on the go. This mobile accessibility ensures that sales teams, project managers, and other staff can stay updated with real-time data, manage customer interactions, and perform critical tasks from anywhere.

Is CRM Software for Desktops worth it?

Yes, CRM software for desktops is unequivocally worth the investment for most businesses. The compelling evidence lies in its broad range of capabilities directly impactinging operational efficiency, customer satisfaction, and profitability. A desktop CRM centralizes and streamlines customer information, making it easily accessible to team members, which enhances coordination and improves decision-making processes. This centralized data repository supports personalized customer interactions, increasing satisfaction and loyalty. The analytical tools provided by CRM systems offer invaluable insights into customer behavior, sales trends, and marketing effectiveness, empowering businesses to make data-driven decisions that drive growth.





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