Not sure if our best picks above are the right fit for your CRM software needs? Consider these alternative options, which — based on our reviews and testing — also provide reliable and effective customer relationship management services.
Zendesk
Zendesk offers unique native integrations and customer service products to provide support through the entire customer life cycle. Zendesk Sell maximizes collaboration across departments, allowing sales, marketing and support teams to work together with the same centralized data and goals. This CRM provider unifies data from multiple customer touchpoints, preventing different departments from duplicating communications or missing context. Zendesk’s smart lists also help sales teams segment customers and filter leads, enabling marketing teams to monitor customer engagements and develop effective communications. Whether you’re using the basic plan or an upper-level package, you’ll be able to provide high-level customer support with all of the current and historical information you need at a glance. Read our full Zendesk review for more details.
HoneyBook
HoneyBook is a cost-effective CRM that offers a wide range of tools that not only support lead generation and nurturing but also existing client management functions. We liked that this platform includes invoicing and payment tools, giving businesses the option to forgo a separate invoicing platform. We also liked HoneyBook’s AI-powered automations, which make it easy to set up custom workflows and support your business’s unique sales funnel with the support of artificial intelligence. There’s no need for coding knowledge to do so, making HoneyBook a truly accessible tool for any entrepreneur or sales professional.
Zoho
Zoho CRM is designed to increase leads, accelerate sales and measure performance accurately with ease and efficiency. Zia, the CRM’s AI-powered assistant, predicts leads and deals, identifies potential customers for conversion and helps large sales teams focus their efforts with user-friendly guidance. Zoho is an appealing option for remote workforces thanks to its gamification features that encourage friendly competition among sales teams. Every lead, call and deal can be made into a trophy that generates a competitive and encouraging sales atmosphere, no matter where your team members are located. With Zoho, it’s also easy to build a custom and user-friendly system with hundreds of available integrations and a flexible dashboard. Read our full Zoho review for more information.
Insightly
Offering a unique and highly useful relationship-linking feature, Insightly CRM gives customers extra control over their sales operations. For small teams without the ability to manage all the details of sales processes, Insightly offers a dynamic and easily customizable solution. Administrators and sales representatives can build their ideal CRM dashboards to highlight particular contexts, metrics and workflows. While AI and predictive tools are available only with the most expensive packages, all of Insightly’s service plans allow you to create specific rules for common events that trigger actions within the sales process.
LessAnnoying
LessAnnoying CRM is an ideal tool for small businesses or startups that need basic, turnkey CRM functionality done well. LessAnnoying focuses on simplicity. The platform offers a straightforward interface and only one plan tier. Even so, LessAnnoying provides strong customer support. While barebones to start, LessAnnoying comes with native integrations for some of the most popular third-party tools, including Google, Mailchimp and Microsoft Outlook. In focusing on simplicity, LessAnnoying does lack some advanced features, customization options and data tracking that some teams may consider essential. However, for beginners, LessAnnoying provides a strong foundation.
Keap
With its user-friendly interface and simple setup, Keap is another appealing tool for businesses engaging with CRM software for the first time. Keap is designed to help users learn quickly without assuming they’re CRM experts. This all-in-one CRM platform stores all customer activity in a centralized space and automatically adds all customer interactions to grow your team’s ability to sell and offer support efficiently. Right from the dashboard, your team can text, email, book appointments, process purchases and add invoices with one click. To make building your business easier, Keap automates contact management intuitively from activities across multiple platforms. Designed to help grow your business, Keap provides premade and customizable templates for new pipelines and helpful video guides explaining the software’s capabilities. Without any coding experience, you can trigger automated actions to help turn leads into sales. Read our full Keap review for more information.