Top 15 CRM Tools for Salespeople

Top 15 CRM Tools for Salespeople, Created on

May 19th, 2023 by mvega

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 essential 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.

The best 3 CRMs are the following.

1. Best Overall: Local CRM 
2. Best for Basic Operations: Salesforce CRM 
3. Most easy to use for Sales: Copper

Local CRM is cloud-based software that provides customized services to meet business needs. Its organization comprises marketing and software experts who help tailor your business requirements. The company’s software is catered to by its sister company, Trifecta.

Local CRM’s Vtiger tool boasts a user base of 300,000 clients, making it one of the best CRMs. The Vtiger system helps provide a smooth and consistent consumer experience. It increases 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 sales tool. It offers features such as lead capture, contact and deal management, workflow automation, and insights reporting. It also supports various communication channels like 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
• Forecasting
• Case Management
• Collaboration
• Tasks and Activities
• Reporting and Insights
• Third-party Integrations

Pricing 

LocalCRM offers various packages at different price points. You may contact info@LocalCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need. 

Advantages	Disadvantages
Leverages vTiger CRM sales tool for lead capture and contact management. Smooth and consistent user experience with a minimal learning curve. Offers various price packages depending on your needs.	Limited integration option with other tools, such as social media and e-commerce platforms. It can be challenging for document customization.

Overall, LocalCRM provides multiple features at an affordable rate, which can help enhance and boost sales for small—and medium-scale enterprises.

Salesforce was founded in 1999 and has been a global player ever since. It is the world’s leading cloud-based CRM software with a clientele 150,000. Salesforce can customize the requirements of businesses of all sizes, 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 caters primarily to salespeople, which would explain why they have been 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 are based in the cloud
• Scalable
• Easy to use 
• Automatic updates and upgrades 
• Mobile
• Integration options

Pricing 

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, and $300 per user/month for Unlimited Edition.      

Advantages	Disadvantages
It allows tracking and measuring sales performance and pipeline.  It is efficient in integrating with other sales tools, such as email, calendar, social media, etc. It enables personalized proposals, quotes, and contracts.	Requires a steep learning curve. Significant features are only accessible in higher-priced plans.

Salesforce CRM has been around for decades and cemented its position in this market. It has some obvious advantages and disadvantages depending to the enterprise’s needs. 

Copper CRM software integrates Google Workspace, which is ideal for salespeople who already use Gmail and have to work with Emails all day. Features you should expect from Copper CRM include automating data entry tasks, tracking email interactions, intelligent 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, strengthening sales. 

Ratings: 4.5/5 (G2 Rating).

Salient features of Copper CRM:

• Opportunity and Pipeline Management 
• Desktop Integrations
• Case Management 
• Mobile User Support
• Dashboards

Pricing

Copper CRM offers three different price points that can fit according to your budget.

1. Copper Basic Edition is $23 per month (paid annually).
2. Copper Professional Edition is $49 per month (paid annually).
3. Copper Business Edition, which is $99 per month, is to be paid annually.

Advantages	Disadvantages
Seamless integration with G suite Friendly UI Excellent Customer Service	Issues while importing and exporting data  Less utility outside of Google Workspace Fewer features than its competitors.

Zoho CRM software can help sales managers outline and manage their teams, pipelines, forecasts, and campaigns. Zoho CRM Plus unifies email marketing, social media marketing, help desk, and project collaboration tools, and delivers 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)

Pricing

They are one of the few software in this list that provides a free version, and Zoho CRM is one of them. The available paid versions are Standard, Professional, and Enterprise for $14, $23, and $40 per month. 

Ventajas	Desventajas
Free version is available. Integration capabilities with other sales tools.	Limited customization 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. Its key components demonstrate the quality of personalisations for a salesperson. The software aims to streamline the customer engagement process.

Features that make Close CRM an option for a salesperson:

• Calling and recording of calls.
• SMS.
• Creating personalized videos for consumers.
• Email.
• Analytics.
• Reporting.
• Automation.
• Integration with demands tools like Shopify and Slack. 

Ratings: 4.6/5 (G2 Rating)

Pricing

The Pricing models for their CRM are the Starter, Basic, Professional, and Business, which are $29, $69, $99, and $169, respectively. 

Advantages	Disadvantages
Easy-to-use dashboard with custom fieldsFlexible APIAutomatic calling.	Lack of features in other departments. Lacks Customer Support SMS features are limited to a few countries only.

Bitrix 24 is unique because it has everything you need to start from scratch to develop a website, process orders, and handle inventory while integrating with the CRM.

The best part is that Bitrix24 CRM is free for unlimited users and can be hosted on your 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)

Pricing

They offer a free version that 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 get the Standard. And finally, the Professional version retails at $249.

Advantages	Disadvantages
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 allows users to see their 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.
• Integrations.
• AI sales assistant. 
• Built-in appointment booking tool. 

Rating: 4.2/5 (G2 Rating)

Pricing

Prices depend on your needs. Pipedrive offers four different products: Essential for $15, Advanced for $25, Professional for $50, and Enterprise for $100.

Advantages	Disadvantages
Features specifically designed for sales. Has “Smart” Features and AI Sales Assist Has a built-in appointment booking tool	Features specifically designed for sales. Has “Smart” Features and AI Sales Assist It has a built-in appointment booking tool

Capsule CRM’s model is straightforward and seeks to help salespeople manage their contacts, opportunities, and activities. However, it falls 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 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)

Pricing

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.

Advantages	Disadvantages
Smooth user interface. Easy to set up and use. Flexible customization options. Responsive customer support. Multiple integrations available.	Smooth user interface. Easy to set up and use. Flexible customization options. Responsive customer support. Multiple integrations are available.

When you combine project management and sales management software, you get Insightly. This software is perfect for partnerships with small—to medium-sized businesses that want a platform for integrating sales and post-sales operations.

Insightly offers an excellent way for salespeople to measure their success and growth in the company. With a couple of clicks, it converts post-sale projects and tracks milestones, metrics, deadlines, client activity, and related tasks in one place. It is an ideal tool for salespeople to foster 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)

Pricing 

Their pricing levels are billed annually. They contain three such levels, which are Plus, Professional, and Enterprise at $29, $49, and $99, respectively.

Advantages	Disadvantages
A great combination of sales and project management features. Ideal for fostering sales productivity Easy to use interface with custom dashboard	Limited report customisation Limited free plan functions Extra costs for certain features.

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. 

The HubSpot Mobile app is designed with a salesperson in mind. It promotes smart notifications and leads that 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
• Scheduling
• Phone calls

Rating:4.5/5 (G2 Rating)

Pricing

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.

Advantages	Disadvantages
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 customizable CRM solution that can enhance client-facing operations with comprehensive sales and marketing automation features and create a single source of truth for your sales activities across your organization. 

The following are the crucial features of Sugar CRM:

• Quote Management.
• Reporting and Dashboard.
• Sales Forecasting.
• SugarBPM.
• Customization and Configuration.
• Self-Service Portal. 

Rating:4.2/5 (G2 Rating)

Pricing

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. 

Advantages	Disadvantages
Provides self-service options. Equipped with documentation, forums and webinars. Integration of tools.	Provides self-service options. Equipped with documentation, forums, and webinars. Integration of tools.

A robust and straightforward 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 lets you 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 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)

Pricing 

Their prices are justified by the decades of experience they have accumulated. They offer only two plans: Pro for $169 and a Max plan quoted at $199.  

Advantages	Disadvantages
Free demo and a trial period. Simplified sales process.	No refunds.High prices. A problematic customer service team.

Agile CRM lets you create and execute marketing campaigns with a drag-and-drop workflow designer. This tool can also be used to devise newsletters, schedule tweets, and design landing pages and web forums efficiently. 

Essential features of Agile CRM include

• Contact Management. 
• Deals and Sales Automation. 
• Marketing Automation. 
• Extensive API. 

Rating:4.0/5 (G2 Rating)

Pricing

Inexpensive pricing models start from $8.99 monthly to an Enterprise version retailing at $47.99. 

Advantages	Disadvantages
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 sales administration and business automation capabilities. The technology is designed to address sales teams’ challenges, 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.

Critical qualities of Salesmate:

• Contact management
• Lead capture and management
• Smart reporting
• Activity tracking
• Pipeline management
• Integrations

Rating:4.6/5 (G2 Rating)

Pricing

Salesmate offers a range of packs, starting 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.

Advantages	Disadvantages
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.
• Click-to-call.
• Integrating Voice Conferencing.

Rating: 4.3/5 (Capterra)

Pricing

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. 

Advantages	Disadvantages
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.

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 enterprises to capture and store customer data, such as contact information, purchase history, etc., in one centralized 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.

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 that allows you to store and organize your prospect’s information in one place. Segmenting and categorizing your contacts based on different criteria. Then heading to Lead Generation and Management, this feature should help you capture leads from various sources such as social media, web forms, etc. It should also automate reminders, follow-ups, and events to help you nurture your leads. 

Then, we explore pipeline and deal management wherein, which should help you create a map of progression, forecast revenue, and quota attainment, and identify bottlenecks and risks. This would greatly help you in monitoring your tasks. Marketing automation and campaign management are other essential tools that will help you personalize content for clients by automating and generating prospects. It can help you design 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.  

There are some clear advantages of CRM that 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 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 prioritize their follow-up activities based on the likelihood of closing a deal. This ensures that the salesperson spends his/her time on the most promising opportunities.

• Increase target reach rates faster – The 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.

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 without a clear budget. Buying up software licenses, hardware, training, customization, and support. These variables can change drastically depending on the size and complexity of the business. 

• Training – Training your personnel can be time-consuming, and allocating resources can be painstaking. However, this can lead to more productive hours and fewer CRM errors.

• 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, likes, and dislikes, and where they spend the majority of the time can be pretty personal, and a data breach or leak can expose a lot of sensitive information. The consumer needs to be thorough with the CRM data policy and how it manages it, who has the authority, etc. 

• Eliminates the Human Element – 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 emphasizes quantity over an excellent activity over results.

These disadvantages should be considered before adopting and investing in sales CRM software. However, the software’s surplus advantages minimize the disadvantages. Technology is snowballing, and the sales sector must be involved in this growth. 

Many CRM software 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. 

We highly recommend Local CRM, as it offers many packages to choose from and 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, making it stand out as a clear winner for salespeople who want to hit their targets and beyond. 

Customer Relationship Management (CRM) is software that can help salespeople optimize their daily schedules, prioritize daily tasks, and ensure the customer gets 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 more substantial 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.

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:

1. 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.  

2. 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.

3. 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 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.

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 in more customers and aid in targeting future ones. As mentioned earlier, it has many benefits that should be weighed accordingly.