Top 15 CRM Tools for Salespeople
Corporate solutions for client management
Top 15 CRM Tools for Salespeople
- Salesforce CRM
- Copper (Best for Easy to use CRM for sales)
- Zoho CRM
- HubSpot CRM
- Agile CRM
Customer Relationship Management (CRM) is a powerful software solution that assists business owners in tracking all customer communications and nurturing relationships. It enables companies to manage customer interactions, increase sales and optimize marketing processes.
Sales CRM software is important because it helps maintain customer and business relationships by providing an organized view of customer information. It enables better communication and more efficient management of customer data.
CRM software for salespeople should have features that facilitate the various stages of a sales process. These features include tracking, collaboration, customer engagement, reporting, and managing tasks. Sales CRM should also be able to integrate with other applications such as marketing automation, customer service, and e-commerce. There are various types of CRM software with different features and benefits.
This article will give us the top 15 CRM tools for Salespeople, with the 3 best CRM listed below:
- Best Overall: CostaRicaCRM
- Best for Basic Operations: Salesforce CRM
- Most easy to use for Sales: Copper
Costa Rica CRM is a cloud-based CRM software that provides customised services to your business needs. Their organisation comprises marketing and software experts who help tailor your business requirements. The company’s software is catered to by its sister company Trifecta.
Costa Rica CRM’s Vtiger tool boasts a user base of 300,000 clients, making it one of the best CRMs out there. The Vtiger system helps in providing a smooth and consistent experience to the consumer. The system helps in increasing the cohesiveness of the company’s departments by making it a one-stop place for marketing, sales, and other support teams.
Vtiger is an excellent tool for sales purposes as it offers features such as lead capture, contact and deal management, workflow automation, and insights reporting. It also supports a wide range of communication channels, such as email, phone, direct messaging, and SMS. You can use Vtiger to track and nurture your leads, manage your sales pipeline, automate your tasks, and measure your performance.
Rating on capterra or G2. not available
Here are some of the features:
- Customer Portal
- Project Management
- Workflow Automation
- Opportunity Management
- Case Management
- Tasks and Activities
- Reporting and Insights
- Third-party Integrations
Costa Rica CRM offers various packages at different prices points. You may contact info@CostaRicaCRM.com for more information about their services.
The best part about the pricing is that you only pay for how much you need.
|A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI||Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.|
Overall, Costa Rica CRM provides multiple features at an affordable rate which can help in enhancing and boosting sales for small and medium-scale enterprises.
2. Salesforce CRM
Salesforce was founded in 1999 and has been a global player in this space ever since. Salesforce is the world’s leading cloud-based CRM software with a clientele of 150,000. It can customise the requirements of businesses of all sizes, that is right up from global enterprises to start-up micro-enterprises.
Salesforce has captured 19.8% or 23.8% of the market (figures depend on varied sources). It leads a vast margin over its competitors like SAP, Microsoft, and Oracle. Salesforce CRM has been designed to cater primarily for salespeople, which would understandably make sense why they have been awarded as the number 1 CRM provider by International Data Corporation (IDC) for nine straight years.
Ratings: 4.3/5 (G2 Rating)
Here are a few features bulleted to exhibit Salesforce’s CRM system’s dominance:
- All based in the cloud
- Easy to use
- Automatic updates and upgrades
- Integration options
Salesforce offers four different price points. $25 per user/month for Sales Essential Edition. $75 per user/month for Professional Edition. $150 per user/month for Enterprise Edition. $300 per user/month for Unlimited Edition.
|Allows to track and measure sales performance and pipeline. Efficient in integrating with other tools in sales, such as email, calendar, social media, etc.Enables personalised proposals, quotes and contracts.||Customisation and Third Party solutions will be at an extra expense.Overwhelming amount of features. Frequent changes in UIComplex reports and analytics may not be required.|
Salesforce CRM has been around for decades and has cemented its position in this market space. It has some obvious advantages and disadvantages and should be preferred according to the enterprise’s needs.
3. Copper (Best for Easy to use CRM for sales)
Copper CRM software integrates Google Workspace, which would be ideal for salespeople who are already immersed in Gmail and have to work with Emails all day long. Features which you should expect from Copper CRM are automating data entry tasks, tracking email interactions, smart identification and providing real-time visibility into the sales pipeline.
The biggest pro for using Copper CRM for sales would be how seamlessly it can integrate Google products, and its simple and intuitive interface decreases the learning curve, which in turn would result in strengthening sales.
Ratings: 4.5/5 (G2 Rating).
Salient features of Copper CRM:
- Opportunity and Pipeline Management
- Desktop Integrations
- Case Management
- Mobile User Support
Copper CRM offers three different price points which can fit according to your budget.
- Copper Basic Edition, which is $23 per month (paid annually).
- Copper Professional Edition, which is $49 per month (paid annually).
- Copper Business Edition, which is $99 per month, again, is to be paid annually.
|Seamless integration with G suiteFriendly UIExcellent Customer Service||Issues while importing and exporting data Less utility outside of Google WorkspaceFewer features than its competitors.|
4. Zoho CRM
Zoho CRM software can help sales managers outline and manage their teams, pipelines, forecasts, and campaigns. Zoho CRM plus is designed with the goal of unifying tools such as email marketing, social media marketing, help desk and project collaboration and delivering a customer experience platform.
It is popular with 500+ business platforms such as Microsoft Office, Zoho Meeting, Zoho CardScanner, etc., making it a viable choice for many sales-centric people.
Here are some strong points to consider:
- Contact management
- Sales funnels
- Pipeline management
- Workflow automation
- AI-powered conversational assistant
- Task management
- Managing marketing campaigns
- Sales forecasting
- Customer support & service
- Inventory management
- Reporting & analytics
Rating: 4.0/5 (G2 Rating)
They are of the few software in this list that provides a free version, and Zoho CRM is one of them. The available paid versions are called Standard, Professional and Enterprise for $14, $23 and $40 per month, respectively.
|Trusted reputation and long industry experience.Leverages AI to manage contacts.Connects Social channels and lets customers talk in real-time.Enables to score leads and drive sales.||Limited customisation for some features. Steep learning curve.Poor customer service that is slow and unresponsive.|
Designed for salespeople, this Customer Relationship Management Software (CRM) features inbuilt calling, SMS, video, email, analytics, reporting, automation, and integrations. The quality of personalisations for a salesperson can be observed in its key components. They aim to streamline the customer engagement process.
Features that make Close CRM an option for a salesperson:
- Calling and recording of calls.
- Creating personalised videos for consumers.
- Integration with demands tools like Shopify and Slack.
Ratings: 4.6/5 (G2 Rating)
The Pricing model for their CRM is divided into three price points that vary from Starter, Basic, Professional and Business, which are $29, $69, $99 and $169, respectively.
|Easy-to-use dashboard with custom fieldsFlexible APIAutomatic calling.||Lack of features in other departmentsLacking Customer SupportSMS features limited to a few countries only.|
Bitrix 24 is a unique one because it has everything you need to start from the ground up to develop a website, process orders, and handle inventory while also integrating with the CRM.
The best part is that Bitrix24 CRM is free for unlimited users and can be hosted on your own server or in the cloud, which makes it widely accessible to salespeople.
A few features to consider when opting for Bitrix24:
- Contact and Lead Management
- Sales Pipeline and Quotes
- Order Processing
- Inventory Management
- Website Builder
Ratings: 4.1/5 (G2 Rating)
They offer a free version which allows you to import and export before making any major shift to their CRM software. For $61, you can get the basic version; at $124, you are offered the Standard, and finally, the Professional version retails at $249.
|Unlimited user per account. 360-degree customer reviews.The powerful e-commerce platform includes CRM. A wide array of features for a salesperson.||Complex interface, which can be a bit overwhelming.Social networking limitations.The self-hosted version is more expensive than the cloud version Prices can leave a hole in your pocket.|
Pipedrive CRM is a platform designed by salespeople for salespeople. It offers a visual and customisable interface that lets you see your entire sales process at a glance.
You can easily update your deals by dragging and dropping them into different stages of your funnel. You can also set up your pipeline to match your sales cycle, add custom fields and filters, and collaborate with your team members on deals and activities.
Features that make Pipedrive, “Pipedrive”:
- Smartdocs Management Tools.
- Smart Contact Data feature.
- AI sales assistant.
- Built-in appointment booking tool.
Rating: 4.2/5 (G2 Rating)
Prices are dependent on your needs; Pipedrive offers four different products, which are: Essential for $15, Advanced for $25, Professional for $50 and Enterprise for $100.
|Customisable pipelines and fields. Mass lead import facilities.Built-in appointment booking tool.||Revenue forecasting is available only for Professional and Enterprise plans.No free version is offered.|
Capsule CRM’s model is straightforward and seeks to achieve salespeople manage their contacts, opportunities and activities. It does fall short of the standard that every CRM system offers to customers. The usual suspects, which include integrating with popular platforms, workflow automation, sales analytics, sales pipeline and contact management, are available.
They have been rated very highly for their outstanding services and as “Best CRM Software for Small Businesses” by different CRM communities.
Its key features include the following:
- Integrated Email Marketing.
- Pipeline Management.
- Custom Dashboard.
- User forms.
Rating: 4.3/5 (G2 Rating)
They do offer a free version, but their paid versions are limited to one user only. The Professional version is listed at $18, the Teams version is listed at $36, and1 the Enterprise version is listed at $54.
|Smooth user interface.Easy to set up and use.Flexible customization options.Responsive customer support.Multiple integrations available.||Tedious emailing software. Limited support channels.No live chat.Expensive for a large sales team. Less control of how data is stored and protected.|
Insightly is what you get when you combine project management and sales management software. It’s perfect for the partnership for small to medium-sized businesses wanting a platform for integrating sales and post-sales operations.
Insightly offers a great way for a salesperson to measure their success and growth in the company. It converts post-sale projects with the help of a couple of clicks and tracks milestones, metrics, deadlines, client activity and related tasks all in one place. It is an ideal tool for salespeople which fosters productivity.
Some of Insightly’s key features include the following:
- Email Templates
- Contact, Lead, and Project management
- Workflow Automation
- Custom Dashboard
- Business Intelligence Platform
- Third-Party Integrations
Rating:4.1/5 (G2 Rating)
Their pricing levels are billed annually. They contain three such levels, which are Plus, Professional and Enterprise at $29, $49 and $99, respectively.
|Customisable sales workflowReal-time data synchronisationIntuitive contact and pipeline management interfaceExtensive software integration||Limited report customisationLimited free plan functionsExtra costs for certain features|
10. HubSpot CRM
HubSpot CRM offers an excellent price point for small businesses and is very convenient to use. Their product makes for an informed choice as it meshes well with their other line of products for marketing, service, content management and operations, hence creating a unified platform for your entire business.
HubSpot Mobile app is designed with a salesperson in mind, and it promotes smart notifications and leads which are ripe for conversation with the customer.
Key features of HubSpot:
- Email personalization
- Real-Time Notification
- Integration with eCommerce tools such as Shopify and Salesforce
- Custom-filter creation
- Phone calls
Rating:4.5/5 (G2 Rating)
The HubSpot CRM software is completely free for small businesses. For additional powerful capabilities, such as Sales and Service hubs with more sophisticated features, you may upgrade to a paid plan for Marketing, Sales, or Service hubs (starting at $50/month). A single user can upgrade to the Growth Suite starting at $113 per month.
|Smart notifications. A good all-in-one solution.Can integrate with e-commerce tools.||Lacks Social Media management and email marketing campaigns. Difficulty in integrating other CRMs. Lacking customer support.|
Sugar CRM is a fully customisable CRM solution that can enhance your client-facing operations with comprehensive sales and marketing automation features and create a single source of truth for your sales activities across your organisation.
The following are the crucial features of Sugar CRM:
- Quote Management.
- Reporting and Dashboard.
- Sales Forecasting.
- Customization and Configuration.
- Self-Service Portal.
Rating:4.2/5 (G2 Rating)
Pricing of Sugar CRM varies from $49 for five users to $1000 for unlimited users and 10k contacts. You can contact the SugarCRM team to get a personalised quote or request a free trial.
|Provides self-service options.Equipped with documentation, forums and webinars.Integration of tools.||Costly to maintain.Requires training to manoeuvre.Compatibility issues with third-party apps.|
A robust and simple CRM platform with over 20 years of experience. Its agenda is simple, to sell more products. Keap also features an Email Marketing Toolkit function that allows you to quickly develop and send an email campaign. It includes various pre-written email templates to help you save time while reaching new prospects more effectively. You’ll also receive notifications and tips to help you guide them along your sales funnel by delivering them status updates and tracking their interactions with your company.
Its key features include the following:
- Program Management
- CRM Lead integrations
- Out-of-the-box integrations for email clients like Gmail or Outlook are included.
- Automated alerts and tasks.
Rating:4.2/5 (G2 Rating)
Their prices can be justified by the decades of experience they have accumulated. They offer only two plans which are Pro for $169 and a Max plan quoted at $199.
|Free demo and a trial period.Simplified sales process.||No refunds.High prices.A difficult customer service team.|
13. Agile CRM
Agile CRM lets you create and execute marketing campaigns with a drag-and-drop workflow designer, and this tool can be used to devise newsletters, schedule tweets, and design landing pages and web forums efficiently.
Important features of Agile CRM include
- Contact Management.
- Deals and Sales Automation.
- Marketing Automation.
- Extensive API.
Rating:4.0/5 (G2 Rating)
Inexpensive pricing models start from $8.99 a month to an Enterprise version retailing at $47.99.
|Affordable Pricing. Next Generation technology.||Limited Customization. Steep Learning Curve.Customer Support issues.|
Salesmate is a cloud-based integrated CRM solution that extends the web’s capabilities for sales administration and business automation. The technology is designed expressly to address the challenges that sales teams encounter, allowing businesses to collect more leads and control their sales pipelines.
Salesmate’s Lead Builder allows you to generate new leads and collect lead information. Fresh agreements are uploaded to the sales pipeline immediately, saving time and effort and reducing data entry.
Key qualities of Salesmate:
- Contact management
- Lead capture and management
- Smart reporting
- Activity tracking
- Pipeline management
Rating:4.6/5 (G2 Rating)
Salesmate offers a range of packs which start from $12 for a suitably named starter pack which is per user/month. They also offer a Growth pack for $24 per user/month and a Boost pack for $40 per user/month.
|Built-in calling and texting.Custom reports and dashboards.Automation of tasks.||No free plan is available. Restriction in security and customisation.Does not offer AI or Social Media integration.|
Dialpad is a customer intelligence platform that integrates with other CRMs such as Zoho and other tools to provide the basic functionalities of a Standard CRM. It has other impressive features like real-time transcription, sentiment analysis, live coaching, predictive CSAT, and other sales management tools.
Its key features are the following:
- Voice Intelligence.
- Integrating Voice Conferencing.
Rating: 4.3/5 (Capterra)
They offer three levels of prices: Standard, Pro and Enterprise. The plan costs $15 to $35 a month but will be billed differently if selected as an annual payment option.
|Voice Intelligence. Sentiment Analysis.Reduces paperwork. Integrating Voice Conferencing.||Huge investment in maintaining.Frequent data breaches. Not available globally.|
Now that we have looked at the top 15 CRMs and all other peripherals, it would only be appropriate to speak about the downside of using a CRM when it comes to sales.
What is CRM?
A CRM system is designed to help businesses build stronger relationships with their customers by providing a comprehensive view of customer interactions and preferences. It enables businesses to capture and store customer data, such as contact information, purchase history, etc., in one centralised location.
CRM software offers features such as lead and opportunity management, sales forecasting, marketing automation, customer segmentation, and performance analytics. Features such as these enable businesses to figure out potential customers, track sales activities, deliver targeted marketing campaigns, and measure the effectiveness of their sales and marketing efforts.
How can CRM be used in Sales?
Earlier in this article, the six key features that you should be concerned about were mentioned. Let us elaborate on that.
Contact and Account Management: A feature which allows you to store and organise your prospect’s information in one place. Segmenting and categorising your contacts based on different criteria. Then heading to Lead Generation and Management, this feature should help you in capturing leads from different sources such as social media, web forms, etc. It should also automate reminders, follow-ups, and events to help you in nurturing your leads.
Then we explore pipeline and deal management wherein, which should help you in creating a map of progression, forecasting revenue and quota attainment and identifying bottlenecks and risks. This would greatly help you in monitoring your tasks. Marketing automation and campaign management are other important tools that will help you personalise content for clients by automating and generating future prospects. It can help you in designing your strategies to give them a personal and intimate feel.
We finally come to the features you simply can not miss out on. Reporting and Analytics; this feature is all about getting those valuable data back from the work you invested in the customers. This helps you in figuring out what works and what does not. It helps in visualising your ROI in real-time. A valuable feature which you must have is Integration and Customisation. The element is crucial as it will allow you to implement tools from other platforms, allowing you to use the best of many worlds.
Customisation can be convenient as it allows you to tailor the software to your fit.
What are the advantages of CRM for Sales?
There are some clear advantages of CRM which can be beneficial for a sales rep. Benefits include
- Save time with automation – It allows you to automate many repetitive and jarring tasks such as data entry, and follow-up emails. This can help in freeing up time and focusing on other time-intensive tasks.
- Gain full visibility of sales team performance – Sales managers can track down how productive their employees are being which can encourage more productivity.
- Follow up on sales opportunities systematically and on time – CRM can help salespeople to stay on top of their follow-up activities by providing reminders and alerts for important tasks, such as sending a follow-up email or making a phone call.
- Prioritize and rationalize follow-up activities – CRM can help salespeople to prioritise their follow-up activities based on the likelihood of closing a deal. This ensures that the salesperson is spending his/her time on the most promising opportunities.
- Increase target reach rates faster – CRM toolbox also helps salespeople increase their target reach rates by providing them with the tools they need to manage their leads and opportunities more effectively. This can lead to more secured deals and higher revenue for the company.
What are the disadvantages of CRM for Sales?
Since the advantages of using a CRM in sales have already been discussed early in this article, let’s indulge in some of the negative aspects:
- Costly – Implementing a CRM can break the bank if there is no clear budget set. Buying up software licences, hardware, training, customisation, and support. These variables can change drastically on the size and complexity of the business.
- Training – Training your personnel can be time-consuming, and allocating resources can be painstaking. The time the employees take to effectively and efficiently use the software can save a considerable amount of productive hours.
- Security Issues – A significant issue of CRM is the insecurity of the data collected and stored. The amount of information it can possess on a consumer regarding their activities, their likes and dislikes and where they spend the majority of the time can be quite personal, and a data breach or leak can expose a lot of sensitive information. The consumer needs to be thorough with the CRMs data policy and how it manages it, who has the authority, etc.
- Eliminates the Human Element – As CRM removes the human from the process by automating most tasks, the feeling that a human salesperson can give by personally building a connection with the consumer is unattainable. Automated systems reduce trust, loyalty, and rapport between salespeople and customers.
- Focused on the wrong person -Many of the CRMs out there are heavily focused on strengthening the salesperson rather than helping them to sell. This is shown by its metric-focused approach, which emphasises quantity over an excellent activity over results.
- These disadvantages are something to consider before adopting and investing in sales CRM software. The disadvantages are minimised by the surplus advantages it has. Technology is growing at a rapid rate, and it is important for the sales sector to be involved in this growth.
Which CRM software increases sales?
There are many CRM software that can help you increase your sales by managing your customer relationships, streamlining your sales processes, and providing you with insights and analytics. However, the best CRM software for you may depend on your business size, needs, goals, and budget.
With that being said, we highly recommend Local CRM as it offers a lot of packages to choose from and at inexpensive or affordable pricing. Preferring Local CRM would be advantageous to your company as it offers various benefits over other CRM systems. Their customer support is one to rely on and makes it stand out as a clear winner for salespeople who want to hit their targets and beyond.
Why do salespeople need CRM?
Customer Relationship Management (CRM) is a piece of software that can help salespeople optimise their daily schedules, prioritise daily tasks, and ensure the customer is getting the right amount of care and attention. CRM allows salespeople to spend more time with them, which helps close down more deals and build a stronger customer base. By tracking and being pedantic, the CRM software allows you to know when to contact a customer; for example, for product replacement, contract renewal, or for an upsell to a new product or service.
CRM helps salespeople to safely and centrally store their contacts, and sales opportunities, schedule plans in one place, and have uninterrupted access to the database from multiple locations at any time; this ensures that their data won’t just get lost. Overall, CRM is an essential tool for salespeople as it helps them to streamline their sales process, increase productivity, and build stronger relationships with their customers.
What CRM practices should Sales avoid?
CRM is a powerful tool for sales, but it can also be misused or underused if not implemented and managed correctly. Here are three CRM practices that sales should avoid:
- Choosing the wrong system for your business: Choosing the right fit for CRM sales software is essential. The software should vaguely reflect your company’s goals and should enable you to achieve them. Only after severe discussions and feedback from the salespeople should the decision be made for the selection.
- Not taking advantage of the available features: A CRM has a range of features which can provide all around a great experience for the consumer if the tools are used effectively and efficiently. They have the potential to come across as spammy, falsely advertising and spreading misinformation if used incorrectly.
- Failing to have a plan for your CRM: CRM systems are not magic bullets that can solve all your sales problems. They require planning, strategy, and execution to deliver optimal results. Failing to have a plan for your CRM can lead to unsuccessful CRM actions, such as sending irrelevant or outdated messages, offering inappropriate products or services, or ignoring customer feedback or complaints.
What is the importance of CRM to Sales?
CRM is the most critical tool in a salesperson’s arsenal. It is more than just for managing contacts, and if used wisely it can help salespeople lock more customers and aid in targeting future ones. As mentioned earlier, it has a vast amount of benefits which should be weighed accordingly.