The Best Cloud-Based CRM Software Platforms to Know About
The editors at Solutions Review have compiled a list collecting some of the best cloud-based CRM solutions worth knowing about. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.
A company’s interactions with its customers are a driving force behind its ever-evolving marketing and sales strategies. Many companies have turned to Customer Relationship Management (CRM) solutions to help them turn those interactions into ongoing relationships. With these solutions, marketers can automate tasks, analyze large quantities of data, and improve customer and employee experiences. Since CRM solutions cover a range of capabilities for businesses of all shapes and sizes, the marketplace continues to grow in new and unique ways.
Cloud-based CRM solutions have become the standard, too, as they provide companies of all sizes with faster implementations, easier maintenance, and reduced risks compared to most on-premises solutions. To help your company find the best cloud-based CRM for its needs, the Solutions Review editorial team compiled the following list of top-rated providers worth knowing about. Our editors gathered this information via online materials, reports, product demonstrations, conversations with vendor representatives, and free trial examinations.
The Best Cloud-Based CRM Software Platforms to Know About
Description: Salesforce offers one of the most expansive cloud-based CRM products. With its Customer 350 solution, companies can access Salesforce’s entire portfolio of products built on the Einstein 1 Platform. This means marketing, sales, commerce, IT, service, and data teams can use AI-powered technologies to improve their productivity, create seamless customer experiences, get complete views of customers, generate optimized content in record time, optimize marketing campaigns with unified performance data, increase customer engagement across channels, improve personalization, automate outreach, and build lasting customer relationships.
Description: HubSpot is one of the most popular cloud-based CRMs. Since its core capabilities are free, smaller companies can get up and running with reliable marketing tools without spending a cent. Additional features, like enterprise licensing, can be purchased as an add-on to the commercially free options. HubSpot’s solution suite also includes sales, service, content management, operations, and commerce products to help teams connect their data, improve collaboration, optimize audience engagement, close deals, create personalized content for leads, manage pipelines, and maintain lasting relationships with new and existing customers.
Description: ClickUp is a task and project management application designed to help teams of all sizes plan, organize, and collaborate from a single, customizable app. The software comes with hundreds of features that businesses can customize for whatever use case they need. Alongside its sales, development, marketing, design, and other functionalities, ClickUp offers a cloud-based CRM to help companies visualize their pipeline, track and manage accounts, improve internal collaboration, and streamline customer workflows. Its CRM-specific tools include customer data management, performance dashboards, email management, automations, custom forms, and more.
Description: Keap is a CRM and marketing automation solutions provider for growth-oriented companies. While the company focuses on small and medium-sized businesses, it does offer a solution for established, larger firms. Keap’s cloud-based CRM platform can be configured to meet the needs of multiple industries, equipping them with the sales and marketing automation tools they need to grow their business. Those tools include landing pages, automated follow-ups, multichannel marketing campaigns, customizable forms, sales pipeline management, reporting, appointment scheduling, one-on-one email messaging, SMS, payment management, and more.
Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” For example, the company’s cloud-based, AI-powered sales CRM platform, Freshsales, comes equipped with the tools businesses of all sizes need to identify loyal customers, improve engagement, grow their pipeline, boost conversions, personalize experiences, track ROI, unify customer data, and keep their teams informed about the entire customer lifecycle. Specific Capabilities include contact management, an AI-powered assistant, custom modules, workflow automation, data analytics, mobile functionality, and more.
Description: Pipedrive provides a clean, intuitive, cloud-based CRM designed to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve overall sales processes. The CRM includes a collection of sales and email features for companies to use, including sales automation, pipeline management, lead segmentation, revenue forecasting, reporting dashboards, email marketing campaigns, lead management, web forms, marketing automation, segmentation, and integrations with other popular software platforms, including Slack, HubSpot, Zoom, and Quickbooks.
Description: Monday is a cloud-based, scalable, and flexible project management software for companies of all sizes. With Monday’s cloud CRM solution, companies can create a custom platform using ready-made templates and tailor sales pipelines, workflows, and processes to meet business needs and drive growth. The integrated sales and marketing CRM includes sales pipeline visualizations, centralized data management, customer onboarding, workflow automation, customer tracking, custom automations, lead capture, pipeline management, custom dashboards, and a collection of integrations that can extend the platform’s marketing, development, communication, and collaboration capabilities.
Description: Zendesk is a global provider of customer service and sales CRM software solutions. With Zendesk Sell, its cloud CRM platform, sales-centric organizations can maximize productivity, unlock complete pipeline visibility, set up triggers to automate tasks, grow revenue, deliver personalized conversational experiences, analyze processes, and more. Its capabilities include sales automation, pipeline visualization, deal management, sales engagement, email sequences, forecasting, mobile access, lead management, reporting capabilities, custom dashboards, employee management, live chat, and lead generation.
Description: SugarCRM is designed to provide users with a simple UI and many customization options. The platform’s key features include sales automation, artificial intelligence (AI), enhanced forecasting, generative AI, lead management, sales campaigns, 24/7 technical support services, and marketing automation. These capabilities can help companies from multiple industries streamline their client management, consolidate customer information, facilitate seamless communications across departments, streamline end-to-end client lifecycle processes, ensure data compliance, and more.
Description: Copper is a marketing and CRM solution for Google Workspaces designed to help entrepreneurs, startups, and small teams grow their businesses from a single, centralized system. The company’s cloud-based CRM platform provides users with lead management, contact management, email marketing, actionable reports, visual pipelines, deal tracking, custom reports, and other capabilities designed to help them visualize processes, automate workflows, and maximize business growth. Copper can also integrate with popular tools like Google, HubSpot, MailChimp, Dropbox, LinkedIn, Slack, and others.
Description: Microsoft Dynamics 365 is a solution suite spanning multiple technology categories and offers more than traditional customer relationship management capabilities. Its AI-powered CRM and ERP business applications are designed to empower companies with the tools they need to consolidate company data, create AI-fueled customer experiences, kickstart marketing campaigns, simplify workflows, engage with customers, empower employees, close more deals, maintain operational agility, and more. With deployment options for small, medium, and enterprise-level businesses, this product is viable for almost any business, regardless of size or need.
Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It offers products and applications across major business categories, including marketing, sales, customer service, email, human resources, financial, management, business intelligence, and other back-office operations. For example, its cloud-based CRM suite includes journey orchestration, sales force automation, process management, omnichannel engagement tools, sales enablement, marketing automation, project management, sales forecasting, customer segmentation, lead nurturing, and more.
Description: Nutshell is an “all-in-one” CRM and email marketing platform provider that focuses on helping B2B organizations across industries improve collaboration and win more deals. The platform is built to offer a simplified user experience that streamlines sales and marketing efforts. Features include sales automation, email marketing, pre-built email templates, built-in reporting, pipeline management, lead attribution, intelligent forms, contact management, internal collaboration tools, A/B testing, mobile alerts, and more. Companies can also integrate Nutshell with other leading technology platforms.
Description: Insightly is a unified, cloud-based CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. The CRM includes workflow automation, lead routing, segmentation, campaigns, reporting, and email integration services to help marketers build meaningful relationships with present and future customers. The Insightly AppConnect platform allows users to access hundreds of pre-built app connectors. Insightly works with companies across the manufacturing, financial, healthcare, consulting, sales, insurance, e-commerce, and professional services industries.
Description: SAP is a global provider of cloud-based business technology platforms for companies of all sizes. Alongside its leading Enterprise Resource Planning (ERP) software, SAP offers a CRM and Customer Experience suite that can help large companies attract and retain customers. It offers omnichannel e-commerce services, a dynamic customer data platform (CDP), customer identity and access management (CIAM), sales automation, customer service, B2C marketing, B2B marketing, and configure, price, and quote (CPQ) tools. With various features and solutions, SAP is a good fit for large enterprises with complex software needs.
Description: Maximizer is a CRM solution provider that primarily works with financial and insurance advisors, renewal managers, and revenue and sales teams. Its cloud-based CRM provides users with sales function capabilities alongside marketing automation, contact management, activity tracking, pipeline management, business intelligence, cloud-based data storage, deployment tools, customer service features, and a companion mobile application. It even offers a variety of CRM solutions at other price points, making this a solid choice for businesses of all sizes and needs.
Description: Brevo, formerly Sendinblue, is a cloud-based CRM solution suite that helps businesses develop, maintain, and retain customer relationships across email, SMS, chat, and other channels. As part of its solution offering, Brevo equips its users with marketing tools for growing email lists, designing messages, optimizing campaigns, and analyzing results. These include email marketing, SMS marketing, WhatsApp campaigns, live chat, chatbot, landing pages, marketing automation, payment management, deal pipeline, and other capabilities that empower teams to grow company revenue.
Description: Agile CRM offers an “all-in-one” CRM product suite that includes functionalities for sales, marketing, productivity, and customer service teams across the real estate, e-commerce, SaaS, and other small-to-midsize business markets. Additional features include social media marketing, marketing automation, contact management, web engagement, sales enablement, telephony, email marketing, and more. Agile CRM integrates with Facebook, Twitter, and LinkedIn, allowing contacts and social pages to be easily transferred to benefit your marketing and sales strategies.
Description: EngageBay is a sales and marketing software provider that focuses on helping startups and growing businesses scale faster. With its marketing automation, sales automation, and CRM offering, companies can develop lasting customer relationships, nurture leads, automate tasks, provide real-time customer assistance, organize contacts, track deals, and grow their sales pipeline. It also offers a free cloud CRM solution with contact management, email marketing, live chat, customer segmentation, custom reporting tools, SMS marketing, task management, and more.
Description: Bitrix24 is a low-cost CRM software with marketing automation, customer support, and client management features. As a cloud-based solution, Bitrix24 is easily accessible on desktop and mobile devices and even offers an on-premises option if clients decide to go that route. Whether your organization is looking for a multichannel, marketing-oriented solution or a heavily sales-oriented CRM, Bitrix24 provides one of the best CRM tools for smaller businesses. The vendor even offers various pricing models that depend on the number of intended users, making it especially viable for emerging companies.
Description: Salesflare is a cloud-based CRM solution tailored to the needs of startups and smaller businesses. It provides users with visual sales pipelines, email tracking, customizable reporting, relationship intelligence, document management, email sequences, sales funnel insights, an easy-to-use interface, and integrations with hundreds of productivity tools like Google Apps, MailChimp, and Slack. Sales teams can also use Salesflare’s automated data collection tools to automatically scan customer emails and social profiles to expedite the process of collecting customer information.
Description: Apptivo is a cloud-based platform of integrated business applications designed to help companies of all sizes manage their sales, marketing, billing, and support processes. Its CRM solution is designed to help users attract, engage, and retain more customers. It offers a highly customizable experience, allowing users to manage each aspect of CRM through a network of connected applications. With a comprehensive and intuitive lead conversion process and an affordable price point, Apptivo can help users focus on customer needs with a suite of traditional and effective CRM capabilities.
Description: Capsule is a CRM solution designed for small, mid-size, startup, and other growing companies looking for a reliable, easy-to-use tool to help them stay organized, build customer relationships, minimize user input, and maximize sales opportunities. Its capabilities include contact management, automated workflows, data collection, sales process management, visual pipelines, performance tracking, email marketing, sales analytics, project management, workflow automation, and an AI Content Assistant to help marketers save time and create email content quickly.