Best CRM Tools

Best CRM Tools

We’ve put together the best CRM tools list for managing your customer journey, prospects and customer data with sales pipelines in a well-organized way. Find the customer relationships management tools for digital agencies, small businesses, and enterprises alike.

DAN Member Tools

in CRM Softwares

copper-crm-tool

Copper

Copper is a different kind of CRM. It’s elegantly designed for Google Workspace, so fast-moving digital agencies can build the strong relationships that lead to repeat business.

vendasta-marketing-automation-tools

Vendasta

Vendasta is the all-in-one platform for companies selling to local businesses. Find digital products to market, sell, bill, and fulfill under your brand with AI-powered tools to help you do it at scale.

advisr-quote-management-software

Advisr

Advisr helps Agencies become more efficient and effective in their media planning and sales engagements. In just minutes, the technology recommends the right data-driven product mix for every campaign, enabling you to capture more revenue and increase share of wallet.

Free Listing Tools

in CRM Tools

  • Bonsai-agency-management-software

    Bonsai

    Bonsai is a one-stop business & finance management platform designed for creative and digital agencies. Streamline client management, track your team's time, get paid faster and manage finances in one place.

  • officeclip-project-management-tools

    OfficeClip

    OfficeClip is an all-in-one solution software that can manage and organize your customer database with the Contact manager, track projects and employees time with Timesheet, and manage customer complaints or issues with Issue Tracker.

  • firmaocrm-crm-tools

    Firmao CRM

    Firmao CRM offers a centralized platform for managing customer data effectively. From contact information to communication history to sales deals, all relevant customer information is stored and organized in one place.

  • nutshell-crm-tools

    Nutshell

    Stress-free sales and marketing. Meet the all-in-one CRM that helps B2B teams close more deals.

  • folk-crm-software

    folk

    folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

  • clientjoy-crm-tool

    Clientjoy

    Clientjoy is all in one CRM wherein you can manage leads, proposals, invoicing, payment and much more under a single roof.

  • hubspot-crm-tool

    HubSpot CRM

    HubSpot CRM is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.

  • onpipeline-crm-crm-tool

    Onpipeline CRM

    Onpipeline is a CRM software that helps acquire customers and manage sales processes easily. Improve your sales and marketing by customizing your database and segmenting your customers.

  • salesmate-crm-tool

    Salesmate

    Salesmate CRM is a single platform that you will need to deliver personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce.

  • zohocrm-crm-tool

    Zoho CRM

    Zoho CRM is an online cloud-based customer relationship management tool. It enables businesses to handle their processes seamlessly from within a single platform. Improve customer retention with AI-Powered sales analytics and omnichannel communication tools.

  • workotter-crm-tools

    WorkOtter

    WorkOtter for SaaS project, resource, and portfolio management (PPM). WorkOtter's simple, sensible, and supportable solution combined with their "Magic Dashboards" make PMOs look brilliant.

  • monday-crm-tool

    monday.com CRM

    The flexible CRM platform that's quick to set up and easy to use. Whether you're tracking leads, managing sales pipelines, or onboarding customers, monday.com is fully customizable so that your team can get started instantly.

  • convergehub-crm-tool

    ConvergeHub

    ConvergeHub is a powerful CRM that transforms the way small and medium businesses drive revenue growth.

  • spinoffice-crm-crm-tool

    SpinOffice CRM

    Create a central database for all your customer-related information. SpinOffice is user-friendly, safe and always accessible for you and your team.

  • oncourse-crm-crm-tool

    OnCourse CRM

    OnCourse has built-in email marketing, SMS sequencing, task management, phone dialer and CRM united in a single experience to materially enhance sales productivity.

  • funnel-crm-crm-tool

    Funnel CRM

    Funnel is a beautiful and intuitive CRM designed for growing businesses to manage their sales workflows and lead tracking.

  • sellsy-crm-tool

    Sellsy

    Develop your business with Sellsy with the CRM, invoicing and accounting software. Sellsy eliminates administrative complexity with an online solution that automates your sales cycle.

  • maximizer-crm-crm-tool

    Maximizer CRM

    Maximizer CRM is the easy-to-use, fully customizable platform to manage customer details, track new opportunities, and scale sustainably.

  • method-crm-crm-tool

    Method:CRM

    Method:CRM is a fully customizable drag-and-drop platform. No coding required! That means you get a system that’s just right for the way you get your work done.

  • nethunt-crm-crm-tool

    NetHunt CRM

    NetHunt CRM is a full-featured CRM right next to your emails. Everything you need is available in the Gmail inbox: customer profiles, deals and opportunities, team collaboration, email tracking, bulk email campaigns, and more.

  • streak-crm-tool

    Streak

    Streak is a CRM software built entirely within your Gmail. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business without ever leaving your inbox.

  • soffront-crm-tool

    Soffront

    Soffront is a CRM and marketing platform and services. Soffront helps thousands of businesses establish their brand, generate more leads, and close more sales.

  • creamsoda-crm-tool

    CreamSoda

    CreamSoda is an easy-to-use CRM solution that helps you to buy products cheaper than your competition and keeps your sales team focused on sales. Their aim is to help you improve your relationship with important customers and keep you selling.

  • glue-up-crm-tool

    Glue Up

    Glue Up is an all-in-one CRM platform that helps you build and grow your community through events, memberships and other digital tools.

  • snovio-crm-tool

    Snov.io

    Snov.io is an outreach automation platform for marketers and sales offering a variety of tools for lead generation, email verification, email sending, and email tracking.

  • netsuite-crm-crm-tool

    NetSuite CRM

    NetSuite CRM provides a seamless flow of information across the entire customer life cycle from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support.

  • snapforce-crm-crm-tool

    Snapforce CRM

    Snapforce CRM helps businesses solve real-world problems with their suite of enterprise-level cloud applications. Economically priced, and recognized as the CRM of choice for small to medium-size businesses.

  • efficy-crm-tool

    Efficy

    Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

  • teamgram-crm-tool

    TeamGram

    TeamGram is the intuitive CRM & Sales Management tool for small & medium-sized businesses. Use TeamGram to boost your sales and manage your sales pipeline, keep track of your customer interactions.

  • 1crm-crm-tool

    1CRM

    1CRM is a small&medium sized business system that extends CRM into broader business management. 1CRM offers order management, project management, expense reporting, timesheets and more.

  • livespace-crm-tool

    Livespace

    Livespace is an intuitive and adaptable, cloud-based CRM platform that built for streamlining your sales process, set goals, and keep all your customer information up to date.

  • workbooks-crm-tool

    Workbooks

    Workbooks provides an affordable, feature-rich and cloud-based CRM solution that enables small and mid-market organisations to efficiently acquire, convert and retain customers.

  • intouch-crm-tool

    InTouchCRM

    InTouchCRM provides sales and marketing software that helps forward-thinking​ small businesses convert their prospects into customers and turn their customers into referrers.

  • onepagecrm-crm-tool

    OnePageCRM

    OnePageCRM is an action-focused CRM software for small business. It's a robust, efficient and clean CRM built for sales teams tired of bloated sales software.

  • really-simple-systems-crm-crm-tool

    Really Simple Systems CRM

    Really Simple Systems is the super-easy CRM that your team will love and use, helping you organize your sales and streamline your processes.

  • act!-crm-tool

    Act!

    Act! delivers modern and innovative software and provides solutions that drive customer acquisition and retention for small businesses.

  • vtiger-crm-tool

    Vtiger

    Vtiger is a leading Cloud CRM solution that helps businesses to drive their core sales, marketing and support functions.

  • oncontact-crm-crm-tool

    OnContact CRM

    OnContact CRM delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, OnContact supports your sales staff throughout every phase of your sales cycle.

  • salesnexus-crm-crm-tool

    SalesNexus CRM

    SalesNexus is a comprehensive solution for CRM, Marketing/Email Automation and Lead Generation for companies of any size. SalesNexus is easy to tailor to your unique business processes.

  • claritysoft-crm-tool

    Claritysoft

    Claritysoft provides simple CRM software that helps your business grow more efficiently. With Claritysoft CRM, you can bring together your customer information in one place and leverage that data to market, sell and support your customers more effectively.

How to Choose the Best CRM Tools?

Customers are the lifeline of your business. You would be nothing without them. Needless to say, managing relationships with your customers is imperative for customer satisfaction. Not only does this facilitate customer retention, but it also fosters customer loyalty. CRM for marketing agency will be the best solution for you business to grow.

Customer relationship management (CRM) encompasses all activities, strategies, and technologies that help to manage and build relationships with current and potential customers and collect customer data. However, it also plays a vital role in the management of both the external and internal relationships of your business. Therefore, it has a considerable impact on revenue and saving time.

A CRM tool can help collect and organize customer data about all your customers. More importantly, it will allow you to communicate with customers in a scalable way. And since information about customers is readily available to all departments of your business, team members can handle them better, offering an improved experience and greater satisfaction. More importantly, with easier access to customer data, employees are more productive. You may also utilize CRM tools for free. In addition, there are various types of CRM for marketing agency, customer journey & service, and sales.

But there is a variety of CRM software, each offering a vast number of features. While some can help you identify sales opportunities and manage marketing campaigns, others can aid in developing customer acquisition and retention strategies. And with more leads, there is a greater chance for your business to grow.

So the right CRM software can allow you to remain competitive in today’s fierce eCommerce arena. The solution now lies in selecting the right CRM tool to carry your business to greater heights. Before you decide to invest in a platform, you need to do your research. Look at features that will help you to achieve your business goals. Moreover, the software should be easy to use and integrate.

Key Criteria to Evaluate CRM Tools

pricing-policy

Trial Offers

Inquire about access to a product demonstration. As you use the demo, explore all the features and everything that the platform has to offer. This is your opportunity to test the system and identify its strengths and weaknesses for your business’s needs with free trial.

integration

Usage Integration

Any technology on its own cannot benefit your business in the long run. It must collaborate with other tools as well. Therefore, you need to ensure that the CRM system you choose can interface with other applications you already have in place.

user-experience

User Experience

Make sure to engage your sales team in your selection process to get their buy-in and keep them involved all the way through the process. This will help employees feel less intimidated by the new system. Moreover, they should be able to maintain customer records of conversations, purchases, preferences, etc. effortlessly.

flexibility

Flexibility

CRM needs to be part of your marketing strategy. Therefore it’s essential that your CRM tool is flexible enough to handle your business operations. More importantly, you want a CRM system that will grow with your business and adapt to your changing needs without having to be constantly replaced.

prioritize-your-needs

Implementation

CRM can be implemented through various methods such as websites, social media, telephone calls, chat, mail, email, and other marketing materials. Learn which implementation processes align with your objectives. Be aware of external implementation costs as well as costs associated with educating your team and uploading consumer records into the new platform.

features

Features

Since most salespeople are early adopters of technology, they remain current with new technology. So you want a software that offers a variety of features and is regularly updated. Also, search for a tool that can be accessed using a variety of web-enabled devices.

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