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SOFTWARE
REPORT
Comparison of the Leading CRM Software Vendors
Overview of CRM Software Solutions
The best CRM platforms will enhance client interactions through a number of tools designed
to fit your company size and needs. Look for a flexible solution that automates key client
transactions and interactions, improves your
customer support services and efficiently Features & Deployment Key
manages your marketing campaigns. For more
information about the variations of CRM solutions Data Mobile
importing accessible
available, check out Business-Software.com’s
range of CRM vendor reports, all of which are Analytics Email
available on our Exclusive Reports page. marketing
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and review highly rated software products. Download our free reports to discover top business solutions for
Accounting, CRM, ERP, CMS, Manufacturing, HR and more.
Salesforce Sales Cloud NetSuite CRM+ C2CRM Infor CRM Sage CRM
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Businesses looking for Companies seeking a Businesses that want a Any size company looking Smaller companies that
a platform that provides solution with integrated solution with advanced for a software solution with would benefit from Outlook
forecasting, analytics and order management. marketing and relationship advanced customization and Exchange integration.
real-time updates. management functionality. capability.
Business size Business size Business size Business size Business size
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Manage and track • Competitor tracking • Sales management • Standard open APIs & • Relationship
campaigns across • Real-time sales includes all areas under integration options management graphs
multiple channels forecasting relationships • Seamless integration • Customizable graphical
• Securely share files • Quote and order • Sales force automation with back office systems workflow
• Email and calendars management • Customer service tracks • Advanced customization • Create accurate quotes
• Real-time updates on • Commissions post-sales activities capabilities • Quickly execute
contacts and account management • Imports text files marketing campaigns
Select Customers Select Customers Select Customers Select Customers Select Customers
NBCUniversal, Siemens, AMPRO, Oakland Verizon Wireless, Dean Amica Life Insurance, Uni- Panasonic, Armstrong,
Dr. Pepper Snapple, HP Athletics, Document Foods, Wakefield Thermal First, Meridian Bioscience Caber Sure Fit, NYSE
Sciences Solutions Inc
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Businesses who want to Companies of any size Any size organization that Cross-functional teams, Companies that are
automate workflows and that need a solution wants a platform with API small to large, across all looking for a solution to
CRM with no-code. with deep marketing capability and social CRM industries. increase real-time sales
integration. functionality. visibility.
Business size Business size Business size Business size Business size
$$ $ $$ $$ $$$$
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Opportunity and pipeline • Drag-and-drop • Task and calendar • 360-degree feedback • Real-time visibility into
management communicator managementContact • 200+ starter templates your sales pipeline
• Orders and invoices • Social media integration management • Apps marketplace • Automatically track
• Field sales management • Email templates, • Opportunity reports • Collaborative real-time and share your email
• Sales forecasting tracking and scheduling to manage key sales whiteboard communications
• Project management • Personalizable views metrics • Customizable work • Base Document
• Service catalog and filtering • Project management forms Repository access
Select Customers Select Customers Select Customers Select Customers Select Customers
Heineken, Bayer, Allianz, Care.com, PennyMac, NY State Assembly, Barnes & Noble,
Heinz, Pelco by Schneider PhaseWare, ShoreTel, Reddit, Centercode, Expensify, Wayfair,
Electric WeDo Technologies YepRoc Records Sartorius
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Companies that want Small businesses that Enterprises seeking a Companies in need of a Companies and
a platform with contact would benefit from platform with ecommerce CRM solution with contract organizations that want a
and project management software equipped with functionality and loyalty management capability. platform with a robust API
functionality. free lifetime support. management features. integrated solution.
Business size Business size Business size Business size Business size
$$ $$ $$$ $$$$ $$
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• E-mail integration • Seamless integration • Marketing resource and • Audit changes to • Capture leads from your
• Lead Scoring with MS Outlook, Gmail brand management business data website
• Pipeline Management and QuickBooks • Campaign management • Role-based access • Marketing automation
• Forecast & Reporting • Data is maintained • Segmentation and list • Measure performance of • Click-to-call using
• Custom Reporting within any private management organizations, business RingCentral or 3CX
• Analytical Reporting database • Real-time offer units, teams and • CRM and email
• Marketing Campaigns management individuals marketing in one system
Select Customers Select Customers Select Customers Select Customers Select Customers
Weight Watchers, NRA, Berkshire Hathaway, Bentley Systems, BOA Delta Air Lines, Hitachi Better Business Bureau,
Maryland General Ovation Brands, Clareon Group, Proseed, Rieber Solutions America, ING Community Coffee,
Assembly Bank, Pandora, PGA Tour LoanDepot
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Any size company Companies seeking a Companies needing a Small businesses that Organizations that are
looking for a platform CRM solution they can personalized platform that are in need of software seeking solutions with
with advanced user ‘Own’. can be easily set up to fit that provides customer easy-to-use marketing
permissions. their workflow. segmentation features. tools.
Business size Business size Business size Business size Business size
$$$ $ $$ $$$$ $
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Centralize contact • Automated processes • Account and contact • Lead qualification and • Team calendar view
management for workflow management distribution • Create, send and track
• Sales opportunity • Real-time dashboards • Sales force automation • Sales and conversion campaigns
tracking • Integrates with • Role-based access reports • Easy-to-use marketing
• Prophet SyncAcross QuickBooks and • Integration with Microsoft • Opportunity and pipeline tools
and DupeDetector Constast Contact Office & Outlook management • Ability to design email
• Business Intelligence • Web forms templates
Select Customers Select Customers Select Customers Select Customers Select Customers
AT&T, Century 21, Cisco, Air Animal Pet Movers, TE Rolex, Radisson, Nestle, Hear and Play, Just A American Health
Dell, Fujitsu, Gateway Financial, Electrolab, WW BBC, Siemens, Raymond Minute LLC, Trainz.com Insurance, Amerifund,
Cannon, Wells Fargo James, Hollis Wealth Buelow Financial Group
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Small to mid-size Small sized businesses in Organizations that want Small businesses that Businesses that are
companies that want a need of a software solution a platform that targets want to save time on seeking a software that
platform with social media with automatic email specific customers and admin and get back to the has Microsoft Outlook
integration. integration. has advanced reporting. things they love. integration capability.
Business size Business size Business size Business size Business size
$ $ $$ $$ $$
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Relationship • Intuitive pipeline view • Smart email builder • CRM • Improve sales efficiency
management • Reporting filters • Customize entire email • Marketing Automation • Marketing automation
• Collaboration and • Automatic follow-up • Automatically formats • Calendar & Online • Streamline customer
sharing tools functionality content Appointment Bookings service
• Leads and opportunities • Track reasons for • Resize and edit images • Quotes & Invoices • Links to social networks
management winning/losing a sale • Tracking and results • Custom-Designed • Powerful analytics
• Role-based permissions Website Included
• 24/7 Customer Support
Select Customers Select Customers Select Customers Select Customers Select Customers
Alliant Capital LLC, FHD The Brigade Inc, John Hancock Financial, Unicorn Air & Heat, Prudential, Protective,
Inc, Pinpoint Profiles LLC Subledger, Iterable Northpak Container, Breakwater Kitchens, CBC, Carfax, Biotek
Aethon, MSA Hair by Sierra, Allegro
Entertainment
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Companies of any size Small to mid-size Companies with on-the-go Organizations that need Outbound sales teams
that are seeking a solution organizations seeking teams that benefit from a solution that integrates that need contact and lead
with price management tools to increase customer mobile CRM features. with Dropbox, MailChimp, management in an easy-
capabilities. relations. Marketo and more. to-use package.
Business size Business size Business size Business size Business size
$$$$ $$ $$ $$$ $$
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Agreement • Customer and account • Email and drip • Lead generation and • Team collaboration tools
management data marketing management • Email and mobile
• Audit trail • Management tools • Lead nurturing • Opportunity tracking notifications
• Billing management • Mobile support • Market segmentation • Calendar integrates with • Real-time event feed
• Call center optimization • Community building • ROI analysis Google and Outlook and detailed reports
• Credit management • Customer satisfaction • Analytics and calendars • Track leads and sales
• Customer acquisition measurement forecasting
Select Customers Select Customers Select Customers Select Customers Select Customers
Alphawest, Equifax, NKK Contact vendor for case BIO-key International, Hunt Big Sales, Tensator, Human Element,
Switches, Verigy studies Channel Tools, Nebraska Quest RMG, Juniper Silverbull, Caffe Umbria,
Christian College Systems, Tiger Coatings Bloomerang, SkySpecs
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Organizations that are Tech-enabled B2B Small to mid-sized Enabling companies to Any size company in need
looking for a platform to computer hardware/ companies in search of a utilize advanced features of a software solution that
integrate with back-office software, infotech, and platforn with an open API without requiring script- or forecasts and tracks sales
and enterprise systems. telecom companies. that captures sales leads. code-writing experience. trends.
Business size Business size Business size Business size Business size
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Leverages metadata- • Built for B2B • Email marketing • Marketing automation • Campaign wizard
driven architecture • Omnichannel Support campaigns • Employee support • Email marketing
• Access to a library of • Native Integrations • Customer lifecycle • Back-office support • Web-to-lead forms
• industry applications • Customer Distress management • Project management • Lead management
• Stores relevant Index® • Lead management and and defect tracking • Case management
information in a single • In-line image/video sales pipeline • Sales automation • Inbound email
database • Contact management • Knowledge base
Select Customers Select Customers Select Customers Select Customers Select Customers
Canon, SunTrust, Verizon NBA, Comcast, Teladoc Contact vendor for case Boeing, Genzyme, Avis, H&R Block, AXA,
Wireless, VMWare, TD Fuji Film, American Lung studies Minnesota Secretary of Coca-Cola Enterprise,
Bank Assoc. State, SAIC BDO Seidman
Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Any size company seeking Businesses needing a Small to midsize Organizations that are in Companies of any size
a solution that has a set customizable platform with companies looking for a need of a platform that’s wanting a platform that
of collaboration tools with third party integrations and sales force and marketing equipped with permission- aims to unify all disparate
data filtering. an open API. automation platform. based security. data.
Business size Business size Business size Business size Business size
$$ $$ $$ $$ $
Key Features Key Features Key Features Key Features Key Features
Additional Features Additional Features Additional Features Additional Features Additional Features
• Real-time deal status • Sales pipeline and • Sales order and supplier • Auto-assign leads with • Contact management
updates targets management custom rules • Unified communications
• Deal management • Business Rules • Easy integrations and • Centralizes accounts, • Activity management
• Contact and lead • Inventory management an open API related contacts, and • Social media monitoring
management • GDPR compliance • ISO27001-certified UK opportunities • Sales and marketing
• Customizable activity • Office 365 and G-Suite datacenters • Follow up on sales • Third-party integrations
tracking activities
Select Customers Select Customers Select Customers Select Customers Select Customers
The Shearwater Group The Growth Hub, Rotary Corporation, Affordable Housing Skyline Boston, SociaLink,
Inc, Concentra, Cloops, SBS Insurance, NHS, Atlantic Data Security Alliance, JetHub, Viwo Inc
Group ISO University of Liverpool MicroLOGIX, T3 Direct
Small Business
Medium Business
Large Enterprise
Marketing
Automation
Customer Service
Open Source
CRM
Salesforce NetSuite
Best
Cloud/SaaS