CRM Solutions Directory

Below is a directory of CRM vendors, tools and software solutions including a company overview, links to social media and contact information for the Top 28 CRM companies. If you would like a printed version of this page including solutions profiles and a list of the top questions to ask in an RFP – Request for Proposal, click here for a Free PDF.

 

Link to Act!
Solutions Overview

Act! provides a variety of features with a focus on sales management and marketing automation. Although applicable to all business, those at the SMB level may find the most success with Act!. The solution provides traditional CRM capabilities, including customer management, insight reports, pipeline management, and marketing automation. Act! also includes a companion app for tablets and mobile devices.

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Act! includes several major features, including pipeline visuals and management, customer database management, marketing automation, and business insights and reports. The companion app is unique because it allows users to remain connected to an account at all times. The provider also offers an extensive library of support resources such as software tutorials, video training, and a ticket system for in-depth issues. Act! can connect with hundreds of popular apps and software that your business may already be using. This product is best for small and medium-sized organizations.

Contact

Act!
633 17th Street
Denver, CO
United States
+1 (877) 228-8377
www.act.com

Link to AgileCRM
Solutions Overview

Agile CRM offers an expansive portfolio of CRM functionality, as well as marketing automation. The vendor markets itself as a one-stop-shop for everything marketing, sales, and service. Agile CRM integrates with platforms such as Facebook, Twitter, and LinkedIn, allowing for contacts and social pages to be easily transferred to benefit your marketing and sales strategies. The product is free for up to 10 users, which makes it an easy choice for small times. The company has offices in North America, the United Kingdom, Australia, and India.

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Agile CRM is a multipurpose solution that brings several competencies into one program. The standard CRM option comes complete with marketing automation tools, essentially providing two solutions in for the price of one. The implementation of the software is designed to inspire collaboration and friendly competition between team members. Agile CRM is designed as an all-inclusive product to serve an organization’s marketing and sales needs.

Contact

Agile CRM
+1 (800) 980-0729
www.agilecrm.com

Link to Apptivo
Solutions Overview

Apptivo offers a highly customizable CRM product. The software allows users to manage each individual aspect of CRM through a network of connected applications. Industries such as retail, real estate, manufacturing, travel, and hospitality are represented. Of note is that the tool is fairly limited when it comes to third-party integrations. Founded in 2009, Apptivo is based in Fremont, California and has offices in India.

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Apptivo stands out in its customization features and expansive application library. The standard product can be made to focus on your customers’ diverse needs, while still offering common CRM competencies. Apptivo’s comprehensive and intuitive lead conversation process and affordable price point make it an interesting option for organizations unconcerned with third-party integrations.

Contact

Apptivo
39055 Hastings St
Fremont, CA
United States
+1 (855) 345-2777
www.apptivo.com

Link to Aptean
Solutions Overview

Aptean offers several different CRM solutions, making it a versatile tool for any type of organization. The provider also offers other enterprise tools such as ERP, Supply Chain Management, Manufacturing Execution Systems, Asset Management, Compliance Solutions, and more. Aptean is based in Alpharetta, Georgia with customers located in North and South America, Europe, and Asia-Pacific.

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Aptean’s products work like a toolbox, providing several options for a variety of sales and marketing processes. Each of Aptean’s product offerings serve different industries in unique ways, such as pre-built, vertical-specific CRM for banks and financial institutions or more customized and tailored tools for others. Whether your team is highly specialized or difficult to categorize, Aptean has a variety of software tools to meet most any need.

Contact

Aptean
500 S. Kraemer Blvd
Brea, CA
United States
+1 (888) 353-7058
www.aptean.com

Link to Blueshift
Solutions Overview

Blueshift offers both CRM and marketing automation solutions but is unique in the fact that it blends AI with its software. Where another vendor might bring in a customer data platform, Blueshift provides a smart data platform backed by its AI technology, capable of making predictions based on previous inputs. Blueshift is located in San Francisco.

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Combining traditional CRM features such as single customer view and cross-channel organization with unique predictive AI technology sets Blueshift apart from other providers. With the ability to segment customers based on real-time data and predict their future actions, the tool provides a unique CRM solution for organizations looking to take advantage of artificial intelligence and machine learning.

Contact

Link to Bpm'online
Solutions Overview

bpm’online has earned industry accolades for their lead management and CRM software solutions. The vendor offers sales automation, marketing automation, and service management products as well. With this diverse range of functionalities, bpm’online is able to cover a wide breath of business solutions for different organizations. bpm’online is based in Boston, Massachusetts but has offices in Europe and Asia.

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Bpm’online has been praised by leading analysts for its portfolio of advanced software capabilities. bpm’online is one of the top management tools available in the space, and automatically handles opportunity and lead management. The tool also monitors sales throughout it’s the entire pipeline. Bpm’online is a noteworthy consideration for organizations concerned with ease of use, UI design, and a comprehensive set of CRM features.

Contact

Bpm’online
280 Summer St
Boston, MA
United States
+1 (617) 765-7997
www.bpm’online.com

Link to Bullhorn
Solutions Overview

Bullhorn offers a cloud-based customer relationship management system. The tool is unique in that it also provides candidate relationship management functonality in order to help facilitate the hiring process. Bullhorn includes tools for onboarding, managing employee timesheets and expenses, invoicing, ad-hoc reporting and analytics, and VMS integration. The company is based in Boston, Massachusetts.

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Bullhorn CRM offers similar functionality to other products on the market, but it has a focus on helping organizations build meaningful relationships with leads and customers. The vendor’s unique hiring CRM sets it apart. Combined with their other tools such as onboarding and time and expense management, Bullhorn offers great solutions to manage the logistics of your organization.

Contact

Bullhorn
100 Summer St
Boston, MA
United States
+1 (617) 478-9100
www.bullhorn.com

Link to ConnectWise
Solutions Overview

ConnectWise offers an agile and powerful solution focused on automating sales and marketing processes. This product features services such as contact management, quote and proposal generation, and sales analytics. ConnectWise is focused on streamlining your workflow; automation lets you stop wasting time on manual and repeated tasks and focus on what’s truly important to your organization. ConnectWise is headquartered in Florida, with offices in the United Kingdom and Australia.

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ConnectWise’s key feature is its streamlining of the sales process, particularly in the marketing-sales handoff stage. The CRM eases the process, enabling the sales and marketing teams to take on more opportunities than they would otherwise, and ultimately secure more sales. ConnectWise is an ideal option for organizations looking to automation as a way to save time and avoid getting bogged down in manual tasks throughout the pipeline.

Contact

ConnectWise
4110 George Rd
Tampa, FL
United States
+1 (813) 463-4700
www.connectwise.com

Link to Freshsales
Solutions Overview

Freshsales offers a CRM product aimed at helping small and medium-sized organizations. The solution offers contact management, reporting and analytics, pipeline visualization, and a unique built-in phone and email system. Freshsales also includes AI-based lead scoring in order to separate promising prospects from less attractive opportunities. The company is headquartered in California, with offices in India, the United Kingdom, Australia, Germany, France, and Singapore.

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Freshsales’ built-in phone and email capabilities reduce the integration complexities of other traditional CRM software. It also works well with out-of-the-box data storage features. AI-based lead scoring and other contextual insights help facilitate the sales process and provide information that non-enterprise clients would be unable to access. The detailed pipeline UI provides a more complete view of the sales process than a majority of other tools on the market.

Contact

Freshsales
2950 S. Delaware St
San Mateo, CA
United States
+1 (855) 747-6767
www.freshsales.com

Link to HubSpot
Solutions Overview

HubSpot is frequently brought up in discussions pertaining to CRM integration, as most of the providers in this buyer’s guide offer integrations with the company’s software. HubSpot is perhaps the most popular small business CRM as its core capabilities are available free of charge. Additional features, as well as enterprise licensing can be purchased as an add-on to the commercially free options. The company was founded in 2006.

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More Detail

With negligible limits on contact and data storage, HubSpot CRM is an affordable option for small and medium-sized organizations. HubSpot is relatively lightweight without the supplemental enterprise marketing and sales tool add-ons. However, the product offers integration capabilities with other sales and marketing tools that cannot be understated.

Contact

HubSpot
25 First St
Cambridge, MA
United States
+1 (888) 482-7768
www.hubspot.com

Link to Infor
Solutions Overview

Infor’s CloudSuite CRM provides a comprehensive view of your customers by taking data directly from your team’s inputs, as well as automatically collecting data from past interactions and outside sources. CloudSuite offers full integration with a variety enterprise resource planning (ERP) systems, meaning that data available on the ERP is available on the Infor platform and vice versa. This makes it easy to share information and keeps teams in the loop. Infor is headquartered in New York.

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Infor’s CloudSuite CRM provides users with the information they need to piece together a crystal-clear picture of their customers. This allows for more efficient sales that leave the customer feeling valued as an individual. ERP integration makes sales information readily available across multiple technologies, boosting productivity and reducing time spent looking for and collecting data. Mobile access is extremely valuable, allowing for on-the-go changes and ease of access.

Contact

Infor
641 Avenue of the Americas
New York, NY
United States
+1 (646) 336-1700
www.infor.com

Link to Insightly
Solutions Overview

Insightly CRM is a popular CRM for those looking to streamline email processes and integrate with other sales tools and marketing software. This solution offers workflow automation, lead routing, and email integration as well. Insightly has made it claim in the industry as a provider offering marketers the capabilities needed to build meaningful relationships with both present and future customers. The company was founded in 2004 and is based in San Francisco.

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Insightly has strong reference customer scores from some of the top technology analyst firms. The product offers a smooth and integrated user experience whether your organization is transitioning sales into clients or enterprise large amounts of data. The solution is available via three different pricing options based on included functionality. Organizations can try the Plus or Professional versions free of charge, while the Enterprise edition offers the most complete platform at $99 per month.

Contact

Insightly
680 Folsom St
San Francisco, CA
United States
+1 (888) 999-4039
www.insightly.com

Link to Less Annoying CRM
Solutions Overview

True to its name, Less Annoying CRM offers a streamlined product for those seeking a simple, uncluttered user experience. The product was built with small and medium-sized organizations in mind, and includes many standard features one would expect to find in CRM software. Key capabilities include a customer management database, lead pipeline management, and feature customization. The tool is web-based and can be accessed from anywhere with wireless internet connection. The company is based in St. Louis.

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More Detail

Less Annoying CRM is recommended by many of the major technology analyst firms. This solution provides basic functionality at an affordable price point and allows for access from anywhere with an internet connection. Lackluster sales and marketing feature support may be a hindrance for the largest organizations, but those prioritizing ease of use and simplicity should really consider this product.

Contact

Less Annoying CRM
+1 (877) 666-6467
www.lessannoyingcrm.com

Link to Maximizer
Solutions Overview

Maximizer has a feature-rich CRM product. The solution is highlighted by sales function capabilities, as well as marketing automation, contact management, cloud-based data storage, and a companion mobile application. Maximizer also includes features like unlimited storage and investment account management, which can be unlocked via a collection of different sales package add-ons. The company is based in Vancouver, Canada, and has offices in the United Kingdom and Australia.

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More Detail

Maximizer’s cloud-based storage allows for on-the-go work, and marketing automation helps customers boost sales team productivity. The tool’s integration framework enables users to easily merge Maximizer with other solutions and existing workflows. Contact management features and security customization options are key to the maintenance of an organizational hierarchy. Maximizer CRM is available at three different price points, each offering its own list of benefits.

Contact

Maximizer
60 Smithe St
Vancouver, BC
Canada
+1 (800) 804-6299
www.maximizer.com

Link to Microsoft
Solutions Overview

Microsoft Dynamics 365 spans multiple technology categories and offers more than just traditional customer relationship management. The solution is much more focused on customer support than its competitors. Dynamics 365 provides users with a complete customer view, an agile support model, predictive analysis, and integrated AI functionality. It easily integrates with other Microsoft products as well.

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Microsoft Dynamics 365 integrates with other Microsoft software, making it an obvious consideration for organizations heavily invested in the Microsoft ecosystem. In addition, the product offers both common and forward-facing technology, like AI and machine learning. With options for both small and medium-sized organizations, as well as the enterprise, Dynamics 365 is a formidable choice.

Contact

Microsoft
One Microsoft Way
Redmond, WA
United States
+1 (425) 882-8080
www.microsoft.com

Link to NetSuite
Solutions Overview

NetSuite offers a cloud-based CRM tool that updates in real-time. The tool provides traditional features such as SFA, customer service management and marketing automation, as well more advanced capabilities like order management, commissions, sales forecasting and integrated ecommerce. The platform tackles the entire customer lifecycle, from lead all the way through opportunity, sales order, fulfillment, and more. NetSuite was purchased by Oracle in 2016.

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NetSuite offers all the traditional CRM capabilities common vendors in the marketplace. Integration with and relation to Oracle’s software suite further extends the product. NetSuite is an obvious consideration for organizations already invested in Oracle tools. However, complexity is not a selling point here, so those looking for advanced capabilities may want to keep reading.

Contact

NetSuite
500 Oracle Pkwy
Redwood Shores, CA
United States
+1 (650) 506-7000
www.netsuite.com

Link to Nextiva
Solutions Overview

Nextiva offers multiple CRM products to align with the needs of organizations in varying industries. The vendor’s sales and marketing solution portfolio features tools designed to tackle traditional sales and customer service challenges. Reference customers rave about the Nextiva customer service team that’s probably the best of any in this space. Nextiva is based in Scottsdale, Arizona with offices in Santa Clara and the Ukraine.

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Nextiva brings a service-focused solution to the table, in a market that is overwhelmingly populated by sales-oriented software. The key features serve to bolster users’ capabilities in providing quality service and support experiences to their customers. With more AI-based technology arriving in the future, Nextiva is a worthwhile contender for organizations with a customer-focus.

Contact

Nextiva
8800 E Chaparral Rd
Scottsdale, AZ
United States
+1 (800) 799-0600
www.nextiva.com

Link to Nimble
Solutions Overview

Nimble offers a wide array of products and functionalities specifically designed to integrate with Microsoft Office and Google G-Suite. They prove middle-market and enterprise companies with CRM software that includes social insights into potential prospects. In addition to CRM software, Nimble is also known in the sales automation space. Social integration capabilities set Nimble apart in the market, as it collects key information from online profiles to supplement data already within the system. Nimble is based in Santa Monica, California.

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Nimble offers a unique take on standard CRM and automation software. The app marketplace allows for greater customization of the software, and the email system affords greater potential for success in marketing campaigns. Social media integration provides features to boost the sales process and is a noninvasive method of generation new prospects. Nimble should be a consideration for organizations looking to integrate with Microsoft and Google solutions.

Contact

Nimble
3122 Santa Monica Blvd
Santa Monica, CA
United States
www.nimble.com

Link to Nutshell
Solutions Overview

Nutshell offers a user-friendly experience for businesses and teams of all sizes. Complete with customizable sales processes, sales automation, and mobile access, Nutshell provides all the standard features of a CRM with a selection of features. There’s a monthly pricing option without yearly contracts, making it easy to change plans or services when your business needs it. Nutshell is based in Ann Arbor, Michigan.

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More Detail

Nutshell’s CRM is designed to fit a variety of sales teams, but small and medium-sized business will find the greatest value in the product. Large companies and the enterprise benefit from unlimited data storage. There’s a month-by-month deployment option, and reference users speak highly of the streamlined implementation process that helps them organize their workflows faster.

Contact

Nutshell
220 E. Huron St
Ann Arbor, MI
United States
+1 (888) 336-8808
www.nutshell.com

Link to Oracle
Solutions Overview

Oracle’s Electronic Business Suite (EBS) offers a wide variety of tools, especially for marketing functions and CRM. The CRM is built to centralize and improve the quality of enterprise data, as well as ease the business proceedings between sales teams and their leads. Oracle is quite a bit more technical (and deep) than some of the other tools included here. However, access to always-accurate and current lead data is an Oracle staple. The technology mega-vendor is based in Redwood City, California.

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Oracle EBS is a fully comprehensive CRM and business management system, boasting over 50 applications. It offers all the standard competencies of CRM, marketing, and service software under one banner. EBS is a strong contender for any enterprise seeking to cover all of their proverbial bases with a single provider.

Contact

Oracle
500 Oracle Pkwy
Redwood Shores, CA
United States
+1 (650) 506-7000
www.oracle.com

Link to Pipedrive
Solutions Overview

Pipedrive offers a clean, visually intuitive CRM tool focused on improving sales processes. The product includes functionalities such as forecasting, pipeline management, email integration and reporting, as well as task automation. Founded in 2010 by a pair of sales managers, Pipeline is really a solution for sales optimization and time management.

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Pipedrive is an interactive CRM solution with a streamlined workflow. Although organizations have used this CRM to manage workflows or other complicated projects, a sales team will find the most value in the product. Easy data integration combined with broad international access makes this a great pick for international organizations and teams dealing with more than one currency.

Contact

Pipedrive
460 Park Ave South
New York, NY
United States
www.pipedrive.com

Link to ProphetCRM
Solutions Overview

Avidian Technologies’ Prophet CRM is a solution specifically designed to integrate with Microsoft Outlook. This solution is available at three different price points so organizations can pick the option that best suits their needs. Prophet’s features include contact and opportunity management, sales automation and workflow, document generation, reporting and analytics, integration capability, and mobile access.

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More Detail

Prophet CRM is intrinsically tied to Microsoft Outlook. Depending on your organization, this could be a major selling point. This integration streamlines several email and automation processes and allows organizations to centralize a large portion of their work. Prophet is a great fit for organizations with pre-existing ties to Microsoft’s technology, and for teams that don’t want an overly complex user experience.

Contact

Prophet CRM
14405 SE 36th St
Bellevue, WA
United States
+1 (800) 399-8980
www.prophetcrm.com

Link to Sage
Solutions Overview

Sage offers sales, marketing, service and an integrated CRM product. The tool works by automating standard practices while featuring a complete view of customer activity. The integrated platform enables users to create targeted campaigns based on customer information, as well as handle customer queries with more efficiency. This allows sales to source quotes faster to meet specific shipment and delivery requirements. Sage is best for small and medium-sized organizations.

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Sage CRM is focused on bringing organizations quality customer service and a variety of marketing and sales functions. Easily integrate with services such as MailChimp to streamline your marketing workflow and send targeted email campaigns. Sage is a good choice for organizations looking for third-party integrations as well as standard CRM capabilities.

Contact

Sage
+1 (866) 530-7243
www.sage.com

Link to Salesbox
Solutions Overview

Salesbox is a cloud-based, predictive CRM designed for desktop and mobile access. It contains features such as pipeline visualization, smart guidance and forecasts, as well as integrations with Google, Microsoft, and other software. The vendor advertises Salesbox as a “platform that mobile users love” and provides a variety of mobile tools, especially for iOS devices like iPhone, iPad, and iPad Pro. Salesbox is based in Stockholm, Sweden.

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Salesbox is a great solution for sales teams that frequently transition between mobile and desktop environments. This solution is cloud-based, which allows for easier on-the-go access as well. However, this product may not be suitable for organizations in offline or server-based environments. The Salesbox platform is scalable, and offers five different pricing packages so any size organization can take advantage.

Contact

Link to Salesforce
Solutions Overview

Salesforce offers the most expansive and complete CRM product of any vendor profiled in this resource. The platform includes all of the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud and IoT service. Salesforce is fully mobile, and its Complete Customer Management Solution is best-in-class. The company touts more than 100,000 customers, ranging from small organizations to the enterprise.

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Salesforce is a full-featured CRM software with options for both small and medium-sized organizations, as well as the enterprise. The product covers every customer touch point and every stage of the customer lifecycle, so users can close deals, log calls, and track activity from any device. In addition to its core CRM features, Salesforce also offers an AI-based analytics tool called Einsten. With its recent acquisition of Tableau Software, even more data analytics and visualization add-ons figure to be coming.

Contact

Salesforce
415 Mission St
San Francisco, CA
United States
+1 (800) NO-SOFTWARE
www.salesforce.com

Link to SugarCRM
Solutions Overview

SugarCRM is a product designed to provide an excellent user experience, offering a simple UI and a breadth of customization options. The platform is available in three different versions depending on which options you select. There’s also a special relationship intelligence add-on available to those who need it. Key features include sales automation and forecasting, lead management, sales campaigns, and quote configuration. Sugar offers a 24/7 technical support service and up to 250GB of data storage as well. The company was founded in 2004 and is based in Cupertino, California.

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Sugar offers a simple CRM interface focused on features that matter and nothing more. An open and clear pricing system will enable organizations to scale the product as they grow, and simple deployment makes for a nice benefit. Sugar can integrate with your existing IT fabric so users can customize to automate unique business processes. The vendor also sells sales, marketing and IT solutions. Multi-leveled client support and ease of use make this a worthwhile consideration for nearly every organization.

Contact

SugarCRM
10050 N Wolfe Rd
Cupertino, CA
United States
+1 (877) 842-7276
www.sugarcrm.com

Link to Zendesk
Solutions Overview

Zendesk Sell, formerly BaseCRM, offers users a comprehensive CRM experience with a focus on sales force automation. Zendesk is a sales force automation software striving to enhance pipeline visibility for sales teams and boost productivity in businesses large and small. This vendor offers mobile access, lead management and reporting, pipeline visualization, and more. Sell was acquired by Zendesk in late 2018 and is based in San Francisco, CA.

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Zendesk Sell offers a user-focused experiences for industries at every business level and allows for further customization through its varied pricing model. This solution is a good fit for organizations that place heavy emphasis on rapid progression through sales pipelines, as well as organizations that want easy access to pipeline visualization data. Complete offline mobile access is also an uncommon plus.

Contact

Zendesk Sell
1019 Market St
San Francisco, CA
United States
+1 (888) 670-4887
www.zendesk.com

Link to Zoho
Solutions Overview

Zoho’s CRM Plus is a versatile customer-focused solution. Its features include sales and marketing automation, lead and customer management, analytics and reporting, as well as a unique multi-purpose artificial intelligence named Zia. Zoho offers several software packages to suit your needs, with annual and monthly payment options. Zoho is based in India with several global offices.

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CRM Plus’ main strengths come from its integration capabilities, cross-channel engagement, and unique AI technology integration. This solution brings great value to companies who have already integrated other Zoho products into their business practices. CRM Plus is also a great fit for companies wanting to explore automation and AI integration to streamline their workflow.

Contact

Zoho
4141 Hacienda Dr
Pleasanton, CA
United States
+1 (877) 834-4428
www.zoho.com