Solutions Review’s listing of the best analytical CRM software is an annual collection of products that best represent current market conditions.
Selecting the right analytical CRM vendor and solution can be a complicated, time-consuming process. Even after you’ve done your research, the best option for your business might not be decided by the solution’s technical capabilities. To help make your search a bit easier, our editors have profiled the 16 best analytical CRM software and platforms in one place.
Each of the offerings listed below includes a description of the analytics software, its provider, and, when available, a software tutorial from the vendor itself so you can see it in action. The list has been organized alphabetically for convenience’s sake.
The Best Analytical CRM Software and Platforms
Act!
Platform: Act! Insight
Description: Included as part of the Standard and Expert Act! CRM packages, Act! Insight provides users with interactive, graphical analytics dashboards designed to guide decision-making. The Act! Insight dashboard includes visual snapshots of real-time metrics, customization, personalized filters, and built-in dashboard views covering the individual, team, and business performance. The platform can pull data across Act! ‘s entities, reporting-based fields, and custom fields. Companies can also use the software to monitor KPIs on sales, marketing, and business health.
Apptivo
Platform: Apptivo CRM Software
Description: Apptivo’s analytical CRM platform includes a suite of reporting and analytics dashboards to help users review sales performance, track win/loss rates, and assess the state of their conversion process. The software’s built-in analytical reports help organizations predict future sales, review past sales, measure the activity of leads, and create visual analytics in the form of charts, gauges, tables, and other formats.
Creatio
Platform: Creatio CRM
Description: Creatio’s marketing and sales CRM platforms come equipped with customer data analytics tools to track leads, set parameters, and evaluate the overall coverage of existing and potential customers in the customer database. The platform’s analytics tools can also evaluate marketing efficiency, optimize campaigns, identify bottlenecks, assess conversion rates throughout the lead management process, and obtain a 360-degree view of ongoing sales and marketing efforts.
Freshworks
Platform: Freshworks Neo
Description: Freshworks Neo is an end-to-end, AI-powered enterprise platform that includes an analytics system designed to help users derive insights from prominent user touchpoints, improve the customer journey, optimize employee processes, and make informed, business-critical decisions across the customer lifecycle. Freshworks Analytics is also equipped with custom reporting functionalities that empower companies to track the metrics that matter the most to their company.
HubSpot
Platform: HubSpot CRM
Description: The HubSpot platform includes an Analytics CRM software that provides customers with reports and a dashboard to measure marketing campaign performance. HubSpot’s analytics tools will assess the quantity and quality of web traffic, analyze page performance, filter analytics by country or specific URL structure, and identify which traffic sources bring in the most sessions, contacts, and customers. Users can also use the analytics features to generate detailed reports for marketing assets like landing pages, emails, blog posts, social media accounts, calls-to-action, and more.
Infor
Platform: Infor CRM
Description: Infor’s cloud-based CRM application includes sales, customer service, marketing analytics, and reporting capabilities and can integrate easily with other Infor solutions. The Birst-embedded analytics offered as part of the Infor CRM help users gain increased visibility into sales processes, automate manual processes, and get real-time access to operational and sales data.
Maximizer
Platform: Maximizer CRM
Description: With built-in business intelligence and analytics tools, Maximizer CRM’s Insights feature is designed to help companies see “the big picture” with period-over-period performance numbers relating to revenue forecasts and strategic planning. The software can guide its users on what to do next and when, so employees of various experience levels can access the data they need. Other features included with Maximzier’s analytical CRM offering include pre-built templates, dynamic dashboards, goal tracking, growth calculations, and more.
Microsoft
Platform: Microsoft Dynamics 365
Description: The Customer Insights feature in Microsoft Dynamics 365 brings transactional, behavioral, and demographic data together in real-time to create a 36-degree view of customers. The platform offers both digital and cross-channel analytics, out-of-the-box custom and interactive reports, and pre-built AI models with predictive capabilities. These analytics capabilities are designed to unify customer data and generate AI-powered insights into customer behavior.
Oracle NetSuite
Platform: SuiteAnalytics
Description: NetSuite’s analytics platform, SuiteAnalytics, provides an intuitive user experience to help employees of all experience levels perform complex data analytics tasks. SuiteAnalytics features include saved searches, standard and customizable reports, criteria filters, real-time visualizations, drop-and-drop interactive tools, data analysis, and built-in artificial intelligence capabilities to help companies automate routine tasks and make more informed business decisions.
Nextiva
Platform: Nextiva
Description: Nextiva’s analytics capabilities offer standard and custom reports and dashboards, business performance monitoring tools, automated call recordings, customer satisfaction analysis tools, and more. Nextiva’s platform is designed to help its customers use data to make informed business decisions, predict outcomes and performance, and get a snapshot of their business at any time.
Pipedrive
Platform: Pipedrive
Description: Pipedrive’s CRM comes packaged with sales insights and reports to help users put their company data to good use. With features like visual reports of business performance, customizable dashboards, sales pipeline metrics, custom filters, and others, the Pipedrive analytical CRM can help companies understand the reasoning behind their data and use it to identify opportunities for improvement.
Prophet CRM
Platform: Prophet Analytics
Description: Prophet Analytics, offered by Avidian, utilizes PowerBI to provide users with standardized reports across three categories: pipeline, activity, and new customers. Pipeline analytics reports cover data like active, won, and lost sales opportunities. The activity report tracks how many contacts have been interacted with, what outreach methods were used, and how successful those interactions were. Meanwhile, the new accounts reports provide companies with a snapshot of active, won, and lost revenue and information on how many contacts, companies, and opportunities have been created within the analytical CRM product.
Sage
Platform: Sage Business Cloud X3
Description: Sage X3’s data and analytics functionalities provide users with a centralized hub for managing, interpreting, and data reporting. Users can use Sage’s analytics tools to report on data from multiple sources. These include governed data management, modeling, easy integration with the Sage X3 platform, pre-built and customizable data models, BI visualizations, and more.
Salesforce
Platform: Tableau CRM
Description: Tableau CRM, formerly known as Einstein Analytics, is a Salesforce product that connects directly to your CRM data, automatically analyzes data, generates predictive analytics, automates actions with the help of pre-built apps, and is optimized for mobile use on both Android and iOS. Tableau’s analytical CRM is designed for teams looking to improve actionability, develop AI-driven insights, integrate analytics throughout the Salesforce CRM, and provide employees of all skill sets with the analytics they need.
Zendesk
Platform: Zendesk
Description: Zendesk offers reporting and analytics software for its service customers. Known as Zendesk Explore, this analytics tool integrates data from every available channel, streamlining the process of measuring how a customer interacts with your brand. Other features include both real-time and historical data analysis, pre-built dashboards for multiple channels, customizable dashboards, shareable charts, and more.
Zoho
Platform: Zoho Analytics
Description: Zoho Analytics is a self-service BI and data analytics software designed to help customers track key business metrics, identify long-term trends, pinpoint outliers, analyze company data, and turn that raw data into visualizations, reports, and dashboards. The platform also includes an AI-powered analytics function, courtesy of the “intelligent assistant” Zia, who can auto-generate reports on data, forecast trends, and more.
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