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 CRM software 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

The Act! platform provides CRM and marketing automation capabilities that include pipeline visuals and management, customer database management, pipeline management, business insights, reports, and more. The provider also has 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.

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Act! also offers an extensive library of support resources, including software tutorials, video training, and a ticket system for in-depth issues. The solution can also connect with hundreds of popular apps and software and even offers a companion app for tablets and mobile devices to help users stay connected to their accounts at all times.

Contact

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

Link to AgileCRM
Solutions Overview

Agile CRM offers a portfolio of CRM, sales, social media, sales enablement, web engagement, and marketing automation functionalities for SMBs in real estate, SaaS, e-commerce, and other markets. The platform also has a Free version that allows for up to 10 users. Agile CRM integrates with Facebook, Twitter, and LinkedIn, allowing contacts and social pages to be easily transferred to benefit your marketing and sales strategies.

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Agile CRM markets itself as a one-stop shop for everything marketing, sales, and service. The implementation of the software is designed to inspire collaboration and friendly competition between team members, and the solution is designed as an all-inclusive product to serve an organization’s marketing and sales needs. Agile CRM has offices in North America, the United Kingdom, Australia, and India.

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 aspect of CRM through a network of connected applications. Industries such as retail, real estate, manufacturing, travel, and hospitality are represented. Apptivo’s comprehensive and intuitive lead conversion process and affordable price point make it a compelling option for organizations unconcerned with third-party integrations.

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The standard Apptivo product can be made to focus on your customers’ diverse needs while still offering common CRM competencies. Apptivo’s comprehensive and intuitive lead conversion process and affordable price point make it an interesting option for organizations that don’t rely on third-party integrations. Founded in 2009, Apptivo is based in Fremont, California, but also has offices in India.

Contact

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

Link to Bitrix24
Solutions Overview

Bitrix24 is a low-cost CRM with features like marketing automation, customer support, and client management. In addition to being available in the cloud and on-premise, Bitrix24 is accessible on both desktop and mobile devices. Whether your organization is looking for a multichannel, marketing-oriented solution, or a heavily sales-oriented CRM, Bitrix24 provides a high-quality product. This is a good choice for smaller businesses, as the vendor has varied price models that depend on the number of intended users.

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Bitrix24 is a good fit for marketing and sales teams looking for a greater focus on collaboration and project management. The platform also offers several non-standard features that could benefit organizations that want to bundle all their functionality into the platform. These include live chat support, email, SMS, telephony, and a visual website builder.

Contact

Bitrix24
901 N. Pitt St
Alexandria VA
United States
+1 (703) 740-8301
www.bitrix24.com

Link to Blueshift
Solutions Overview

Blueshift offers an AI-driven platform for cross-channel marketing solutions for email marketing, marketing automation, mobile marketing, audience targeting, predictive intelligence, audience segmentation, and more. 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.

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The Blueshift platform was created to provide users with an AI-first platform capable of handling various cross-channel marketing efforts and empowering companies with 1:1 personalization. Blueshift is headquartered in San Francisco and has offices in Charlotte, NC, Pune, India, and London, UK.

Contact

Link to Copper
Solutions Overview

Formerly known as ProsperWorks, Copper provides a great tool for sales teams that rely on Google Workspaces. The company’s CRM platform is equipped with lead management, contact management, actionable reports, visual pipelines, deal tracking, custom reports, and more. Copper can also integrate with popular tools like Google, HubSpot, MailChimp, Dropbox, LinkedIn, Slack, and many more.

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Copper is a great CRM solution for teams looking for software with a gentle learning tool, especially those already familiar with G-Suite and other google products. The ubiquity of the UI and design, alongside its extensive integration possibilities, set Copper apart from more complex CRM solutions. The company is based in San Francisco, CA.
Contact
Copper
301 Howard St
San Francisco, CA
United States
www.copper.com

Link to Creatio
Solutions Overview

Creatio is a global software company providing low-code process management and CRM platform for companies operating in the public sector, financial services, advertising, manufacturing, pharma, transportation, telecommunications, and other industries. The company’s services also include implementation, sales, marketing, customer service, support, and training offerings.

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Creatio currently operates in 110 countries worldwide and has been recognized as a market leader by key industry analysts. In addition to its CRM solutions and services, the company also has a marketplace of applications that can help users extend the functionality of the Creatio platform and accelerate time-to-value.

Contact

280 Summer St
Boston, MA
United States
+1 (617) 765-7997
www.creatio.com

Link to Freshsales
Solutions Overview

Freshworks provides business software solutions designed to be ready to go right “out of the box.” The company’s CRM platform comes equipped with the tools retailers need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. Freshworks’ CRM offering can also integrate with Freshdesk, a customer support platform that will help businesses offer a holistic shopping experience to customers.

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Freshworks’ 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. The company is headquartered in California, with offices in India, the United Kingdom, Australia, Germany, France, and Singapore.

Contact

Freshworks
2950 S. Delaware St
San Mateo, CA
United States
+1 (855) 747-6767
https://www.freshworks.com/

Link to HubSpot
Solutions Overview

HubSpot is frequently brought up in discussions on CRM integration, as most of the providers in the marketing world offer integrations with the company’s software. HubSpot is perhaps the most popular small business CRM, as well, since its core capabilities are available free of charge. Additional features, like enterprise licensing, can be purchased as an add-on to the commercially free options. HubSpot also has platforms and solutions for sales, service, content management, and operations.

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HubSpot CRM is an affordable option for small and medium-sized organizations and offers negligible limits on contact and data storage. 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. The company was founded in 2006.

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 various 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.

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In addition to its CRM solution, Infor also offers ERP, financial, healthcare, analytics, EAM, manufacturing, supply chain management, workforce management, and other industry-specific platforms and tools. The company is headquartered in New York City but has dozens of offices in locations across the world. Infor’s solutions also have built-in mobile access, allowing users to make changes on the go.

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 is a unified CRM platform designed to align a company’s 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. With the Insightly AppConnect platform, users will also have access to hundreds of pre-built app connectors.

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Insightly has strong reference customer scores from some of the top technology analyst firms. 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 a 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 is equipped with the standard features one would expect to find in CRM software, like contact management, leads management, pipelines, feature customization, and more. The tool is web-based and can be accessed from anywhere with a wireless internet connection.

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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. The company was founded in 2009 and is currently based in St. Louis.

Contact

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

Link to Maximizer
Solutions Overview

Maximizer is a feature-rich CRM product highlighted by sales function capabilities alongside marketing automation, contact management, business intelligence, cloud-based data storage, deployment tools, customer service features, and a companion mobile application. Maximizer also includes features like unlimited storage and investment account management, which are available via a collection of different sales package add-ons.

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Maximizer’s cloud-based storage allows for on-the-go work, and marketing automation helps customers boost sales team productivity. The company has over 30 years of experience and has offices based in Vancouver, Canada, alongside locations in the United Kingdom and Australia. 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 capabilities. The solution is more focused on customer support than its competitors. Dynamics 365 provides users with a complete customer view, agile support models, 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. The product also offers both common and forward-facing technology, like AI and machine learning. With options for both small, medium-sized, and enterprise organizations, Dynamics 365 is a versatile solution.

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 standard features such as SFA, customer service management, marketing automation, and more advanced capabilities like order management, commissions, sales forecasting, and integrated e-commerce. The platform tackles the entire customer lifecycle, from lead through opportunity, sales order, fulfillment, and more. Oracle purchased NetSuite in 2016.

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NetSuite offers all the traditional CRM capabilities of common vendors in the marketplace but broadens them with its integration with and relation to Oracle’s software suite. NetSuite is an obvious consideration for organizations already invested in Oracle tools. The company is headquartered in Austin, Texas, but has offices worldwide.

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. Nextiva brings a service-focused solution to a market that is overwhelmingly populated by sales-oriented software. The key features 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.

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Nextiva brings a service-focused solution to the table in a market that is overwhelmingly populated by sales-oriented software. 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 Ukraine.

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. They provide 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.

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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. Nimble should be a consideration for organizations looking to integrate with Microsoft and Google solutions. The company is based in Santa Monica, California.

Contact

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

Link to Nutshell
Solutions Overview

The Nutshell CRM platform is equipped with sales automation, pipeline management, reporting, contact management, email, team collaboration, marketing features, and a collection of integrations with software like Mailchimp, Constant Contact, Gmail, Office 365, Outlook, Zendesk, and more. The company’s user-friendly platform is best suited for small and medium-sized businesses across industries and offers an accessible monthly pricing option.

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Nutshell’s CRM is designed to fit various teams, but small and medium-sized businesses will find the greatest value in the product. However, larger companies and enterprises will benefit from unlimited data storage. There’s a month-by-month deployment option, which makes it an easy tool to get started on, and reference users speak highly of the streamlined implementation process that helps them organize their workflows faster. Nutshell is based in Ann Arbor, Michigan.

Contact

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

Link to Oracle
Solutions Overview

The Oracle Electronic Business Suite (EBS) provides companies with various marketing, CRM, and business management capabilities. The CRM system boasts over 50 applications and is built to centralize and improve enterprise data quality and streamline the business proceedings between sales teams and their leads. The solution is ideal for larger enterprises looking for a single provider capable of meeting all their needs.

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Oracle EBS is a fully comprehensive CRM and business management system, boasting over 50 applications. Oracle is 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.

Contact

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

Link to Pegasystems
Solutions Overview

Pega’s Customer Decision Hub is designed to predict customer needs, personalize interactions, and create unified experiences across your inbound, outbound, owned, and paid channels. With features like AI-guided selling and AI sales coaches, companies can eliminate blind spots in the sales journey while simultaneously driving customer engagement. The company primarily works with companies in the financial services, insurance, healthcare, government, manufacturing, high-tech, automotive, energy, retail, and transportation markets.

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Pegasystems offers a CRM solution that is deeply integrated with artificial intelligence and highly focused on process automation. This is a good choice for companies looking to work with emerging technology and are heavily interested in optimizing and automating their various processes and workflows. Pega also offers strong competencies in customer service with real-time omnichannel AI and AI-guided interactions that automate tasks and learn from customer service agent behavior.

Contact

Pegasystems
One Rogers St
Cambridge, MA
United States
+1 (888) PEGA-NOW
www.pegasystems.com

Link to Pipedrive
Solutions Overview

Pipedrive provides a clean, intuitive, and interactive CRM tool to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. Other features include visual sales pipelines, mobile apps, data integrations, pipeline management, and email functionalities.

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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. Founded in 2010 by a pair of sales managers, Pipeline is a solution for sales optimization and time management.

Contact

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

Link to Avidian
Solutions Overview

Avidian’s Prophet CRM offering is designed to integrate with Microsoft Outlook and includes contact and opportunity management, sales automation, workflows, document generation, reporting, analytics, and mobile access. The solution is available at three price points so organizations can select the package that suits their needs best.

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Founded in 2002, Avidian is an employee-owned company focused on providing CRM solutions embedded directly in Microsoft Outlook. In addition to its Prophet CRM platform solutions, Avidian also offers personal onboarding, customer support, a simple pricing plan, and other services. The company is located in the Seattle metro area of Washington state.

Contact

Avidian
10800 NE 8th St.
Suite 918
Bellevue, WA
98004
+1 (855) 284-3426
https://www.avidian.com/

Link to Sage
Solutions Overview

Sage offers sales, marketing, service, and CRM capabilities to small and mid-sized organizations in construction, non-profit, manufacturing, wholesale distribution, professional services, and food and beverage. The solution automates standard business practices, handles customer queries, creates targeted campaigns, sources quotes to meet shipping requirements, and provides companies with a complete view of their customer’s activity.

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Sage CRM is focused on bringing organizations quality customer service and a variety of marketing and sales functions. It can easily integrate with MailChimp services and help streamline marketing workflows 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 pipeline visualization, smart guidance, and forecasts, alongside integrations with Google, Microsoft, and other software. The vendor advertises Salesbox as a “platform that mobile users love” and provides mobile tools for iOS devices like iPhone, iPad, and iPad Pro. The company 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 one of the most expansive and complete CRM products on the market. 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. In addition to its core CRM features, Salesforce also offers an AI-based analytics tool called Einstein.

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With its recent acquisition of Tableau Software, Salesforce can offer more data analytics and visualization add-ons to its marketing users. The company touts more than 100,000 customers, ranging from small organizations to the enterprise. Salesforce was founded in 1999 and has offices across the globe.

Contact

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

Link to SugarCRM
Solutions Overview

SugarCRM is designed to provide its users with a simple UI and a breadth of customization options. The platform’s key features include sales automation and forecasting, lead management, sales campaigns, quote configurations, 24/7 technical support services, 250GB of data storage, and marketing automation. There’s also a relationship intelligence add-on available to companies interested.

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The SugarCRM platform is available in three different versions depending on which options you select and uses an open pricing system so organizations can scale the product as they grow. There’s also a special relationship intelligence add-on available to those who need it. The company was founded in 2004 and is based in Cupertino, California.

Contact

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

Link to Zendesk
Solutions Overview

Zendesk provides its customers with a CRM experience focused on customer service and sales needs. With sales automation software, pipeline visualization and management tools, mobile access, lead management, and reporting capabilities, Zendesk is a good fit for organizations that prioritize sales pipeline development and progression. Complete offline mobile access is also an uncommon plus.

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Zendesk currently employes over 4,000 employees that service thousands of customers worldwide. In addition to its CRM service, the company also offers tools for small businesses, enterprises, startups, and more. The company was founded in 2007 and is headquartered in San Francisco, California.

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 platform is a versatile, end-to-end, customizable, and customer-focused solution. It includes sales and marketing automation, lead and customer management, human resources, finance, business analytics, reporting, and a unique multi-purpose artificial intelligence named Zia. Zoho offers several software packages to suit your needs, with annual and monthly payment options.

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Zoho has been around since the 1990s and has grown to become a leading provider of software for CRM, finance, human resources (HR), IT management, marketing, automation, digital transformation, and service solutions. Zoho is based in India with several global offices.

Contact

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